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Nonprofit · EIN 81-0270257

TREACY COMPANY

Tax-exempt · HELENA, MT 59624

Financials

$2.6M$2.4M2021$1.6M$2.6M2023$5.3M$2.7M2024$4.5M$2.9M2025
Revenue Expenses · by fiscal year end
Financials of TREACY COMPANY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,511,943$2,878,300$1,633,643$43,664,399$13,816$43,650,583
December 31, 2024990-PF$5,302,148$2,728,617$2,573,531$42,018,509$1,569$42,016,940
December 31, 2023990-PF$1,579,163$2,579,637-$1,000,474$39,493,819$50,410$39,443,409
December 31, 2021990-PF$2,603,734$2,392,857$210,877$36,888,345$3,554$36,884,791
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,557,001
Net gain from sales of assets
$2,954,942

Expenses

Grants and similar amounts paid
$2,365,500
Compensation of officers, directors and key employees
$80,500
Disbursements for charitable purposes
$2,449,116
Excise tax on investment income
$60,165

Balance sheet and other

Total assets, start of year
$42,018,509
Total assets, end of year
$43,664,399
Total liabilities, end of year
$13,816
Net assets, end of year
$43,650,583
Fair market value of assets
$52,505,379
Qualifying distributions
$2,449,116
Net investment income
$4,658,147

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MIKE COONEY
PO BOX 1479, HELENA, MT 59624
EXECUTIVE DIRECTOR40$66,100
KIMMY SKIFTUN
PO BOX 1479, HELENA, MT 59624
VICE CHAIR1$4,100
MICHELE BAZZANELLA
PO BOX 1479, HELENA, MT 59624
TRUSTEE1$4,100
KELLY O'CONNELL
PO BOX 1479, HELENA, MT 59624
SECRETARY/TREASURER1$3,100
TOM MCCARVEL
PO BOX 1479, HELENA, MT 59624
CHAIR1$3,100
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MIKE COONEY
PO BOX 1479, HELENA, MT 59624
EXECUTIVE DIRECTOR40$64,800
KIMMY SKIFTUN
PO BOX 1479, HELENA, MT 59624
VICE CHAIR1$4,000
MICHELE BAZZANELLA
PO BOX 1479, HELENA, MT 59624
TRUSTEE1$4,000
KELLY O'CONNELL
PO BOX 1479, HELENA, MT 59624
SECRETARY/TREASURER1$3,000
TOM MCCARVEL
PO BOX 1479, HELENA, MT 59624
CHAIR1$3,000
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MIKE COONEY
PO BOX 1479, HELENA, MT 59624
EXECUTIVE DIRECTOR40$62,600
KIMMY SKIFTUN
PO BOX 1479, HELENA, MT 59624
VICE CHAIR1$4,200
MICHELE BAZZANELLA
PO BOX 1479, HELENA, MT 59624
TRUSTEE1$3,850
KELLY O'CONNELL
PO BOX 1479, HELENA, MT 59624
SECRETARY/TREASURER1$2,600
TOM MCCARVEL
PO BOX 1479, HELENA, MT 59624
CHAIR1$2,600
990-PF for the year ended December 31, 2021: 5 people
NameTitleHours / weekCompensation
Kimmy Skiftun
PO Box 1479, Helena, MT 59624
Vice Chair32$81,860
Mike Cooney
PO Box 1479, Helena, MT 59624
Executive Dir.32$44,040
Tom McCarvel
PO Box 1479, Helena, MT 59624
Chairman1$2,600
Kelly O'Connell
PO Box 1479, Helena, MT 59624
Sec/Treas1$2,600
Michele Bazzanella
PO Box 1479, Helena, MT 59624
Trustee1$2,600

Address and contacts

Address (IRS master file)
PO BOX 1479, HELENA, MT 59624-1479
Signed the 990-PF
MIKE COONEY, EXECUTIVE DIRECTOR
Phone
(406) 443-3549
Return prepared by
RED ROCK ACCOUNTING SOLUTIONS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-0270257
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1947
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$43,664,399
Income (IRS master file)
$21,586,012

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,511,943$2,878,300$43,664,399XML
990-PFDecember 2024$5,302,148$2,728,617$42,018,509XML
990-PFDecember 2023$1,579,163$2,579,637$39,493,819XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$2,603,734$2,392,857$36,888,345XML
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 81-0270257).

Questions about TREACY COMPANY

What is the EIN of TREACY COMPANY?
The employer identification number (EIN) of TREACY COMPANY is 81-0270257.
Is TREACY COMPANY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to TREACY COMPANY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TREACY COMPANY file?
Form 990-PF. Private foundations file every year.
When is the next return of TREACY COMPANY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TREACY COMPANY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of TREACY COMPANY?
The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $66,100 (MIKE COONEY, EXECUTIVE DIRECTOR).
How much revenue does TREACY COMPANY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,511,943, expenses of $2,878,300 and total assets of $43,664,399 at year end.

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