Nonprofit · EIN 46-3635624
HEART OF THE ROCKIES INITIATIVE
Tax-exempt · MISSOULA, MT 59801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,789,638 | $1,387,194 | $402,444 | $888,736 | $75,809 | $812,927 |
| December 31, 2023 | 990 | $1,546,716 | $1,534,189 | $12,527 | $479,426 | $68,943 | $410,483 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,748,823
- of which government grants
- $272,514
- Program service revenue
- $2,100
- Investment income
- $31,758
- Net gain from sales of assets
- -$4,264
- Other revenue
- $6,957
Expenses
- Grants and similar amounts paid
- $172,110
- Compensation of officers, directors and key employees
- $307,420
- Other salaries and wages
- $458,208
- Salaries, compensation and benefits (total)
- $892,443
- Professional fundraising fees
- $0
- Accounting fees
- $68,839
- Occupancy
- $26,727
- Travel
- $39,832
- Depreciation
- $1,166
- Program services (functional)
- $1,106,348
- Management and general (functional)
- $189,985
- Fundraising (functional)
- $90,861
Balance sheet and other
- Total assets, start of year
- $479,426
- Total assets, end of year
- $888,736
- Total liabilities, end of year
- $75,809
- Net assets, end of year
- $812,927
- Net assets without donor restrictions
- $289,103
- Net assets with donor restrictions
- $523,824
- Gross receipts
- $1,794,802
- Employees
- 13
- Volunteers
- 10
- Year formed
- 2013
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANN GRANT | MANAGING DIR. Officer | 40 | $124,524 | $13,866 |
| KALI HANNON | MANAGING DIR. Officer | 40 | $120,396 | $12,770 |
| GAVIN RICKLEFS | MANAGING DIR. Officer | 40 | $35,862 | $0 |
| MAX LUDINGTON | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA CROWDER | MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN BEAN | MEMBER Trustee or director | 2 | $0 | $0 |
| ELIZABETH BELL | MEMBER Trustee or director | 2 | $0 | $0 |
| JIM OWENS | MEMBER Trustee or director | 2 | $0 | $0 |
| GARY WOLFE | MEMBER Trustee or director | 2 | $0 | $0 |
| KRISTIN TROY | President Trustee or director, Officer | 2 | $0 | $0 |
| KAREN RICE | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| KATIE COX | MEMBER Trustee or director | 2 | $0 | $0 |
| DENNY IVERSON | MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANN GRANT | MANAGING DIR. Officer | 40 | $111,450 | $12,407 |
| KALI HANNON | MANAGING DIR Officer | 40 | $99,562 | $12,251 |
| GARY BURNETT | Managing DIR Officer | 10 | $33,150 | $986 |
| MAX LUDINGTON | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA CROWDER | MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN BEAN | MEMBER Trustee or director | 2 | $0 | $0 |
| LIZ BELL | MEMBER Trustee or director | 2 | $0 | $0 |
| JIM OWENS | MEMBER Trustee or director | 2 | $0 | $0 |
| GARY WOLFE | MEMBER Trustee or director | 2 | $0 | $0 |
| KRISTIN TROY | President Trustee or director, Officer | 2 | $0 | $0 |
| KAREN RICE | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| KATIE COX | MEMBER Trustee or director | 2 | $0 | $0 |
| DENNY IVERSON | MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| DAVE HILLARY | Vice President Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 HICKORY ST STE B, MISSOULA, MT 59801-1820
- In care of
- % MICHAEL WHITFIELD
- Principal officer (990 for 2024)
- JOANN GRANT, 120 HICKORY ST SUITE B, MISSOULA, MT 59801
- Signed the 990
- JOANN GRANT, MANAGING DIR.
- Phone
- (406) 640-2816
- Website
- WWW.HEART-OF-ROCKIES.ORG
- Return prepared by
- Boyle Deveny & Meyer PC
Mission
The Heart of the Rockies Initiative is a partnership of 29 local, regional, and national land trusts in the Central Rockies of North America. Our mission is to ensure connected habitat and working lands for people and wildlife by increasing the pace of durable conservation. We work from common ground to find lasting, locally-driven solutions to the social and ecological challenges across the region. Together, we help land trusts, landowners, and communities share ideas, connections, and technologies across boundaries. We believe that conservation is rooted in local actions and needs. We bring a community-based approach, founded upon concern and respect for all people and communities of our region.
Program accomplishments
- AS A LAND TRUST PARTNERSHIP, OUR PRIMARY PROGRAM SUPPORTS THE WORK OF OUR LAND TRUST MEMBERS. IN 2024, WE OPERATED A PROGRAM TO ACCELERATE THE PACE OF CONSERVATION OF THE MOST IMPORTANT PRIVATE LANDS FOR WILDLIFE CONNECTIVITY. WE HELPED INCREASE THE PROFILE OF LOCAL, PRIVATE LAND CONSERVATIONS ROLE IN SUPPORTING COMMUNITIES, ECONOMIES, NATURAL SYSTEMS, AND WILDLIFE POPULATIONS AT A LARGE SCALE. WE DELIVERED THE LATEST SCIENCE TO ON-THE-GROUND PRIVATE LAND CONSERVATION PRACTITIONERS ON LARGE LANDSCAPE ISSUES LIKE CONNECTIVITY, CLIMATE RESILIENCE, AND PRODUCTIVE AGRICULTURALLANDS AT SCALES NEEDED FOR LOCAL DECISIONS.Expenses $640,020 · grants $73,233 · revenue $9,057
- IN 2023, THE CONFLICT REDUCTION PROGRAM GREW OUT OF THE HIGH DIVIDE COLLABORATIVE INTO ITS OWN PROGRAM. IT ENSURES AGRICULTURAL PRODUCERS AND RURAL COMMUNITIES HAVE RELIABLE AND PREDICTABLE ACCESS TO RESOURCES THAT PREVENT CONFLICTS WITH CARNIVORES, BENEFITING WILDLIFE AND WORKING LANDS. UNIQUE AMONG OTHER REGIONAL EFFORTS, HEART OF THE ROCKIES INITIATIVE SERVES AS A COORDINATOR AND CONVENOR OF LOCAL, STATE, AND TRIBAL GROUPS COMMITTED TO CARNIVORE CONFLICT REDUCTION, CREATING A RIPPLE EFFECT THAT ALLOWS OUR CONSERVATION COMMUNITY TO ACHIEVE MORE TOGETHER THAN ANY OF US COULD ALONE.Expenses $286,378 · grants $97,110
- OUR RURAL INITIATIVES PROGRAM WAS DEVELOPED FROM THE PREMISE THAT THRIVING RURAL COMMUNITIES ARE INEXTRICABLY LINKED TO THRIVING CONSERVATION. THE PROGRAM SERVES RURAL AND TRIBAL COMMUNITIES THROUGH A COMMUNITY-LED PROCESS TO CREATE AND IMPLEMENT COMMUNITY VITALITY PROJECTS THAT DEEPEN A SENSE OF PLACE, SUPPORT THRIVING ECONOMIES, AND ENSURE THE OUTDOORS IS ACCESSIBLE AND SUPPORTS COMMUNITY WELL-BEING.Expenses $121,628 · grants $21,108
- COORDINATED AND CONVENED THE HIGH DIVIDE COLLABORATIVE A PARTNERSHIP OF RANCHERS, LOCAL COMMUNITY LEADERS, PUBLIC LAND MANAGERS, STATE WILDLIFE MANAGERS, SCIENTISTS, AND CONSERVATION GROUPS IN A PORTION OF IDAHO AND MONTANA FOR PEER-TO-PEER LEARNING, NETWORKING, FUNDRAISING OPPORTUNITIES, AND CONSERVATION DELIVERY. WE SUPPORTED AND HELPED EXPAND LANDOWNER-LED WILDLIFE CONFLICT REDUCTION EFFORTS.Expenses $58,322 · grants $11,779
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3635624
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C30)
- Assets (IRS master file)
- $888,736
- Income (IRS master file)
- $1,794,802
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,789,638 | $1,387,194 | $888,736 | XML |
| 990 | December 2023 | $1,546,716 | $1,534,189 | $479,426 | XML |
| 990 | December 2022 | $1,286,544 | $1,311,698 | $445,994 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 46-3635624).
Questions about HEART OF THE ROCKIES INITIATIVE
- What is the EIN of HEART OF THE ROCKIES INITIATIVE?
- The employer identification number (EIN) of HEART OF THE ROCKIES INITIATIVE is 46-3635624.
- Is HEART OF THE ROCKIES INITIATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HEART OF THE ROCKIES INITIATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART OF THE ROCKIES INITIATIVE 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 HEART OF THE ROCKIES INITIATIVE 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 HEART OF THE ROCKIES INITIATIVE 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 HEART OF THE ROCKIES INITIATIVE?
- The 990 for the year ended December 31, 2024 names JOANN GRANT.
- Who are the officers and directors of HEART OF THE ROCKIES INITIATIVE?
- The 990 for the year ended December 31, 2024 lists 13 people; 3 received compensation from the organization, the highest $124,524 (JOANN GRANT, MANAGING DIR.).
- How much revenue does HEART OF THE ROCKIES INITIATIVE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,789,638, expenses of $1,387,194 and total assets of $888,736 at year end.
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