Nonprofit · EIN 81-0402506
WEST MONT
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,742,226 | $10,586,722 | $155,504 | $4,934,783 | $2,122,883 | $2,811,900 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $17,132
- of which government grants
- $5,000
- Program service revenue
- $10,250,613
- Investment income
- $20,121
- Net gain from sales of assets
- $200
- Net income from sales of inventory
- $454,360
- Other revenue
- $454,360
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $279,896
- Other salaries and wages
- $7,083,713
- Salaries, compensation and benefits (total)
- $8,785,648
- Professional fundraising fees
- $0
- Legal fees
- $3,299
- Accounting fees
- $46,417
- Occupancy
- $669,220
- Travel
- $77,921
- Depreciation
- $82,446
- Program services (functional)
- $8,060,557
- Management and general (functional)
- $2,526,165
Balance sheet and other
- Total assets, start of year
- $5,247,347
- Total assets, end of year
- $4,934,783
- Total liabilities, end of year
- $2,122,883
- Net assets, end of year
- $2,811,900
- Land, buildings and equipment
- $420,892
- Net assets without donor restrictions
- $2,811,900
- Gross receipts
- $10,863,392
- Employees
- 350
- Volunteers
- 6
- Year formed
- 1972
- 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 | Other / benefits |
|---|---|---|---|---|
| GIA BRADLEY | VP ADMIN & FINANCE (TERMED 6.25) Officer | 30 | $96,869 | $10,491 |
| LAURA KNEEDLER | PRESIDENT & CEO Officer | 40 | $78,823 | $3,205 |
| DAVID PERETTO | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRANDON BOKA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN GILBOY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINA LIPETSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY NIELSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHELLE SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2708 BOZEMAN AVE, HELENA, MT 59601-6405
- Principal officer (990 for 2024)
- DAVID PERETTO, 2708 BOZEMAN AVE, HELENA, MT 59601
- Signed the 990
- DAVID PERETTO, CHAIR
- Phone
- (406) 447-3100
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
WEST MONT HAS BEEN PROVIDING SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES SINCE JULY 26, 1972. OUR AGENCY MISSION IS TO PROMOTE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES THROUGH GROWTH AND INDEPENDENCE ACROSS ALL STAGES OF LIFE.
Program accomplishments
- WEST MONT OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2025, WE SERVED OVER 200 INDIVIDUALS. IN ADDITION TO TRAINING FOR SELF-HELP SKILLS (PERSONAL CARE, NUTRITION AND MEAL PREPARATION, COMMUNAL LIVING, ETC.), WEST MONT ENCOURAGED ALL CONSUMERS TO PARTICIPATE IN OUR ART CLUB, FIELD DAY OLYMPICS, NORDIC SKI DAY, AND INDIVIDUALLY DESIGNED COMMUNITY-BASED EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING).Expenses $5,197,447 · revenue $6,641,967
- WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 100 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2025. TO PROVIDE QUALITY VOCATIONAL SERVICES AND TO GENERATE 3RD PARTY, NON-CONTRACT REVENUE, WEST MONT HAS DEVELOPED SEVERAL OPPORTUNITIES TO GENERATE THIRD-PARTY REVENUE: FLOWER SALES, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, DIRECT MAILING, AND A PETTING ZOO.Expenses $2,026,424 · revenue $3,018,559
- SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 80 INDIVIDUALS WITH DISABILITIES. THESE CONSUMERS EITHER LIVE INDEPENDENTLY OR ARE STILL RESIDING WITH FAMILY MEMBERS. SEVERAL HAVE COMMUNITY-BASED JOBS AND CAN USE PUBLIC TRANSPORTATION TO COMMUTE AROUND THE COMMUNITY. SERVICES RANGE FROM JOB COACHING, TEACHING INTERVIEW SKILLS AND WHAT IS APPROPRIATE TO WEAR TO AN INTERVIEW, TO ASSISTANCE WITH MEDICATIONS, MEAL PREPARATION, MEDICAL APPOINTMENTS, AND SOCIALIZATION.Expenses $836,686 · revenue $1,044,447
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
- 81-0402506
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F33)
- Assets (IRS master file)
- $4,934,783
- Income (IRS master file)
- $10,863,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $8,954,863 | $9,250,723 | $5,102,554 | IRS |
| 990 | June 2022 | $9,031,151 | $9,024,356 | $4,017,564 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 WEST MONT
- What is the EIN of WEST MONT?
- The employer identification number (EIN) of WEST MONT is 81-0402506.
- Is WEST MONT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to WEST MONT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEST MONT 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 WEST MONT 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 WEST MONT 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 WEST MONT?
- The 990 for the year ended June 30, 2025 names DAVID PERETTO.
- Who are the officers and directors of WEST MONT?
- The 990 for the year ended June 30, 2025 lists 8 people; 2 received compensation from the organization, the highest $96,869 (GIA BRADLEY, VP ADMIN & FINANCE (TERMED 6.25)).
- How much revenue does WEST MONT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,742,226, expenses of $10,586,722 and total assets of $4,934,783 at year end.
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- MONTANA COUNCIL ON PROBLEM GAMBLING EIN 81-0517421 · last filed 990 for 2025
- MONTANA QUEER ALLIANCE EIN 99-4866628 · last filed 990-EZ for 2025
- LIFE HOUSES INC EIN 26-4187395 · last filed 990 for 2025
- CHILDWISE INSTITUTE EIN 27-4470144 · last filed 990 for 2024
- GOOSE FOUNDATION - SUPPORT FOR SUIC IDE AND ADDICTION RECOVERY EIN 41-3025671 · last filed 990-N for 2025
- MONTANA PROFESSIONAL HEALTH AND WELLBEING PROGRAM EIN 88-2538245 · last filed 990-N for 2025
All nonprofits in HELENA · Montana · Mental health and crisis intervention