Nonprofit · EIN 46-0466591
THE WEST MONT FOUNDATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $858,931 | $753,992 | $104,939 | $12,968,606 | $691,836 | $12,276,770 |
| June 30, 2024 | 990 | $662,315 | $753,436 | -$91,121 | $12,532,596 | $769,691 | $11,762,905 |
| June 30, 2023 | 990 | $958,595 | $748,767 | $209,828 | $12,250,611 | $880,295 | $11,370,316 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $113,030
- Program service revenue
- $514,924
- Investment income
- $218,889
- Net income from fundraising events
- $12,088
- Other revenue
- $12,088
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,950
- Accounting fees
- $11,200
- Depreciation
- $238,011
- Program services (functional)
- $522,554
- Management and general (functional)
- $231,438
Balance sheet and other
- Total assets, start of year
- $12,532,596
- Total assets, end of year
- $12,968,606
- Total liabilities, end of year
- $691,836
- Net assets, end of year
- $12,276,770
- Land, buildings and equipment
- $5,978,054
- Publicly traded securities
- $5,643,446
- Net assets without donor restrictions
- $11,288,543
- Net assets with donor restrictions
- $988,227
- Gross receipts
- $882,419
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2002
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GIA BRADLEY | VP ADMIN & FINANCE (TERMED 6.25) Officer | 10 | $0 | $96,869 | $10,491 |
| LAURA KNEEDLER | PRESIDENT/CEO Officer | 5 | $0 | $78,823 | $3,205 |
| GREG PACE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN BETTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOREN BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE CRIDER-PRIDEMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID PERETTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN PESTA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW PIDA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TROY SHOCKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ASHLEIGH HEIMBACH | PRESIDENT/CEO (THRU 3/24) Officer | 5 | $0 | $115,759 | $15,147 |
| GREG PACE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY FASBENDER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN BETTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOREN BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE CRIDER-PRIDEMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID PERETTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN PESTA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW PIDA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TROY SHOCKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ASHLEIGH HEIMBACH | PRESIDENT/CEO Officer | 5 | $0 | $112,739 | $15,850 |
| GREG PACE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY FASBENDER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN BETTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOREN BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE CRIDER-PRIDEMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID PERETTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN PESTA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW PIDA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TROY SHOCKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2708 BOZEMAN AVE, HELENA, MT 59601-6405
- Principal officer (990 for 2024)
- GREG PACE, 2708 BOZEMAN AVENUE, HELENA, MT 59601
- Signed the 990
- GREG PACE, CHAIR
- Phone
- (406) 447-3100
- Website
- WWW.WESTMONT.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
THE WEST MONT FOUNDATION IS A SINGLE PURPOSE FOUNDATION WHICH WAS DEVELOPED IN 2002 TO SUPPORT THE OPERATING COMPANY, WEST MONT.
Program accomplishments
- WEST MONT FOUNDATION HOLDS ALL THE ASSETS FOR RESIDENTIAL AND VOCATIONAL PROPERTIES OCCUPIED BY THE CLIENTS THAT WEST MONT SERVES. THE FOUNDATION IS THE MAJOR FUNDRAISING ENTITY.THE FOUNDATION IS GOVERNED BY AN EIGHT PERSON BOARD OF DIRECTORS. THE ANNUAL MEETING IS HELD IN JANUARY. CURRENTLY TWO OF THE DIRECTORS ARE ALSO MEMBERS OF THE WEST MONT BOARD, SO INFORMATION IS ALWAYS SHARED BETWEEN BOTH COMPANIES ALTHOUGH ELECTIONS, MEETINGS, MINUTES, FINANCIALS, ETC., ARE ALL CONDUCTED SEPARATELY. THE FOUNDATION REIMBURSES A PERCENTAGE OF SALARY FOR SEVERAL OF THE WEST MONT ADMINISTRATIVE STAFF FOR THEIR TIME SPENT ON FOUNDATION ACTIVITIES. BOTH THE FOUNDATION AND WEST MONT BOARDS PARTICIPATE IN THE ANNUAL EVALUATION OF THE COMPANY PRESIDENT.Expenses $522,554 · revenue $514,924
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-0466591
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,968,606
- Income (IRS master file)
- $882,419
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $858,931 | $753,992 | $12,968,606 | XML |
| 990 | June 2024 | $662,315 | $753,436 | $12,532,596 | XML |
| 990 | June 2023 | $958,595 | $748,767 | $12,250,611 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,372,445 | $743,233 | $11,848,387 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 46-0466591).
Questions about THE WEST MONT FOUNDATION
- What is the EIN of THE WEST MONT FOUNDATION?
- The employer identification number (EIN) of THE WEST MONT FOUNDATION is 46-0466591.
- Is THE WEST MONT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE WEST MONT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE WEST MONT 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 THE WEST MONT FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WEST MONT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE WEST MONT FOUNDATION?
- The 990 for the year ended June 30, 2025 names GREG PACE.
- Who are the officers and directors of THE WEST MONT FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does THE WEST MONT FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $858,931, expenses of $753,992 and total assets of $12,968,606 at year end.
Other nonprofits in HELENA
- MONTANA HEALTH COOPERATIVE EIN 45-1295465 · last filed 990 for 2025
- ST PETERS HEALTH EIN 81-0233121 · last filed 990 for 2025
- CARROLL COLLEGE EIN 81-0231774 · last filed 990 for 2025
- MONTANA CHILDRENS HOME AND HOSPITAL EIN 81-0231789 · last filed 990 for 2025
- MONTANA UNIFIED SCHOOL TRUST EIN 81-0407145 · last filed 990 for 2025
- MONTANA COMMUNITY FOUNDATION INC EIN 81-0450150 · last filed 990 for 2025
- MONTANA LAND RELIANCE EIN 81-0369262 · last filed 990 for 2024
- MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION EIN 81-0393527 · last filed 990 for 2025