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Nonprofit · EIN 26-2075145

FORWARD MT FOUNDATION

Also known as FORWARD MONTANA FOUNDATION

Tax-exempt · MISSOULA, MT 59806

Financials

$1.7M$1.1M2023$2.6M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of FORWARD MT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,615,787$1,766,967$848,820$3,028,812$459,113$2,569,699
December 31, 2023990$1,735,473$1,058,583$676,890$1,808,242$87,363$1,720,879
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,583,014
Program service revenue
$0
Investment income
$5,784
Other revenue
$26,989

Expenses

Grants and similar amounts paid
$403,250
Compensation of officers, directors and key employees
$27,491
Other salaries and wages
$624,925
Salaries, compensation and benefits (total)
$699,626
Professional fundraising fees
$0
Legal fees
$2,839
Accounting fees
$24,498
Occupancy
$40,099
Travel
$20,260
Program services (functional)
$1,481,381
Management and general (functional)
$174,591
Fundraising (functional)
$110,995

Balance sheet and other

Total assets, start of year
$1,808,242
Total assets, end of year
$3,028,812
Total liabilities, end of year
$459,113
Net assets, end of year
$2,569,699
Net assets without donor restrictions
$1,782,771
Net assets with donor restrictions
$786,928
Gross receipts
$2,615,787
Employees
59
Volunteers
86
Year formed
2008
State of legal domicile
MT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KIERSTEN IWAIExecutive Dir.
Officer
12$0$91,364$9,360
JACOB LINFESTYTreasurer
Trustee or director, Officer
1$0$0$0
BRIT ANLERDirector
Trustee or director
0.5$0$0$0
ABBIE BANDSTRAVice President
Trustee or director, Officer
0.5$0$0$0
EMILY ALLISONDirector
Trustee or director
0.5$0$0$0
CODY MCCRACKENDirector
Trustee or director
0.5$0$0$0
ELLA CURRIERDirector
Trustee or director
0.5$0$0$0
REMYA NAIRPresident
Trustee or director, Officer
1$0$0$0
JOSH OLSONDirector
Trustee or director
0.5$0$0$0
MARY BLANKENBAKERDirector
Trustee or director
0.5$0$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KIERSTEN IWAIExecutive Dir.
Officer
12$0$74,486$5,410
JACOB LINFESTYDirector
Trustee or director
0.5$0$0$0
DEBI LOMBARDISecretary
Trustee or director, Officer
0.5$0$0$0
ABBIE BANDSTRADirector
Trustee or director
0.5$0$0$0
EMILY ALLISONTreasurer
Trustee or director, Officer
1$0$0$0
CODY MCCRACKENDirector
Trustee or director
0.5$0$0$0
ELLA CURRIERVice President
Trustee or director, Officer
0.5$0$0$0
REMYA NAIRPresident
Trustee or director, Officer
1$0$0$0
JOSH OLSONDirector
Trustee or director
0.5$0$0$0
MARY BLANKENBAKERDirector
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 2817, MISSOULA, MT 59806-2817
Principal officer (990 for 2024)
ALICE BOYER
Signed the 990
ALICE BOYER, Executive Dir.
Phone
(406) 542-8683
Return prepared by
Amatics CPA Group

Mission

EDUCATE, ENGAGE AND ORGANIZE YOUNG MONTANANS TO SHAPE THEIR DEMOCRACY TO IMPROVE THEIR LIVES AND THE LIVES OF FELLOW MONTANANS.

990 for the year ended December 31, 2024

Program accomplishments

  • VOTER REGISTRATION AND MOBILIZATIONForward Montana Foundation registered 8,022 voters, through in-person and online tactics. You could reliably find our staff and volunteers with clipboards in hand registering Montanans to vote at farmers markets, campuses, concerts, and state-wide events. We also knocked on 5,359 doors in a door-to-door voter registration canvass.We held voter registration drives on 20 high school campuses and over 13 college campuses across the state, including public, private, and tribal colleges. Forward Montana Foundation also collected 5,767 pledges-to-vote, and followed up with those voters via text ahead of the primary and general elections. Forward Montana Foundation high school fellows made 7,533 calls to our state's youngest voters.
    Expenses $1,275,675 · grants $302,500
  • LEADERSHIP DEVELOPMENTIn 2024, we graduated 17 community organizing fellows and 20 high school fellows from across the state. Fellows go through a robust curriculum that provides weekly training on community organizing and civic engagement. Fellows lead on a final project that connects their interests to meaningful change in their communities.
    Expenses $104,956
  • STRENGTHENING DEMOCRACYFoward Montana Foundation launched Civics Unders The Big Sky, an effort to provide Montana communities with trustworthy civic information, approachable educational resources, and unbiased voter registration to give a voice to the future workers and citizens of our democracy. In 2024, we facilitated civic templates in 20 classrooms and hosted Democracy Days voter registration drives in 19 schools across the state.
    Expenses $100,750 · grants $100,750

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-2075145
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E05)
Assets (IRS master file)
$3,028,812
Income (IRS master file)
$2,615,787

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,615,787$1,766,967$3,028,812XML
990December 2023$1,735,473$1,058,583$1,808,242XML
990December 2022$936,083$597,141$1,098,718IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about FORWARD MT FOUNDATION

What is the EIN of FORWARD MT FOUNDATION?
The employer identification number (EIN) of FORWARD MT FOUNDATION is 26-2075145.
Is FORWARD MT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to FORWARD MT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORWARD MT FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FORWARD MT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORWARD MT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FORWARD MT FOUNDATION?
The 990 for the year ended December 31, 2024 names ALICE BOYER.
Who are the officers and directors of FORWARD MT FOUNDATION?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does FORWARD MT FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,615,787, expenses of $1,766,967 and total assets of $3,028,812 at year end.

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