Nonprofit · EIN 81-0411562
ENERGY SHARE OF MONTANA INC
Tax-exempt · HELENA, MT 59602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,525,651 | $3,143,210 | $382,441 | $15,543,301 | $281,995 | $15,261,306 |
| June 30, 2024 | 990 | $2,674,004 | $3,126,104 | -$452,100 | $14,306,716 | $197,901 | $14,108,815 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,329,364
- Program service revenue
- $1,800,614
- Investment income
- $395,673
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,768,113
- Compensation of officers, directors and key employees
- $128,161
- Other salaries and wages
- $96,983
- Salaries, compensation and benefits (total)
- $259,441
- Professional fundraising fees
- $0
- Accounting fees
- $14,500
- Occupancy
- $8,100
- Travel
- $7,020
- Program services (functional)
- $3,003,892
- Management and general (functional)
- $139,318
Balance sheet and other
- Total assets, start of year
- $14,306,716
- Total assets, end of year
- $15,543,301
- Total liabilities, end of year
- $281,995
- Net assets, end of year
- $15,261,306
- Publicly traded securities
- $15,146,885
- Net assets without donor restrictions
- $11,305,828
- Net assets with donor restrictions
- $3,955,478
- Gross receipts
- $3,525,651
- Employees
- 3
- Volunteers
- 83
- Year formed
- 1982
- 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 |
|---|---|---|---|---|
| Rachel Haberman | Executive Dir. Officer | 40 | $118,352 | $11,745 |
| Jonathan Ballew | Executive Dir. Officer | 40 | $9,809 | $0 |
| Mark Vinger | Treasurer Trustee or director, Officer | 0.1 | $0 | $0 |
| Roxanne Klingensmith | President Trustee or director, Officer | 0.1 | $0 | $0 |
| Fred Krepps | Director Trustee or director | 0.1 | $0 | $0 |
| Brandy Powers | Vice President Trustee or director, Officer | 0.1 | $0 | $0 |
| Geraldine Custer | Secretary Trustee or director, Officer | 0.1 | $0 | $0 |
| Greg Jergeson | Director Trustee or director | 0.1 | $0 | $0 |
| Jessie Luther | Director Trustee or director | 0.1 | $0 | $0 |
| Teresa Miller | Director Trustee or director | 0.1 | $0 | $0 |
| Ken Morrison | Director Trustee or director | 0.1 | $0 | $0 |
| Thor Nelson | Director Trustee or director | 0.1 | $0 | $0 |
| Charlie Rehbein | Director Trustee or director | 0.1 | $0 | $0 |
| Karla Seaman | Director Trustee or director | 0.1 | $0 | $0 |
| Tina Shorten | Director Trustee or director | 0.1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori St Aubin | Director Trustee or director | 0.1 | $0 |
| Corey Medved | Director Trustee or director | 0.1 | $0 |
| Jason Nasby | Director Trustee or director | 0.1 | $0 |
| Monti Wetsch | Director Trustee or director | 0.1 | $0 |
| Lisa Schindler | Director Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rachel Haberman | Executive Dir. Officer | 40 | $121,361 |
| Roxanne Klingensmith | President Trustee or director, Officer | 0.1 | $0 |
| Kim Kucera | Vice President Trustee or director, Officer | 0.1 | $0 |
| Brian Taylor | Treasurer Trustee or director, Officer | 0 | $0 |
| Brandy Powers | Secretary Trustee or director, Officer | 0.1 | $0 |
| Geraldine Custer | Director Trustee or director | 0.1 | $0 |
| Greg Jergeson | Director Trustee or director | 0.1 | $0 |
| Jessie Luther | Director Trustee or director | 0.1 | $0 |
| Teresa Miller | Director Trustee or director | 0.1 | $0 |
| Ken Morrison | Director Trustee or director | 0.1 | $0 |
| Thor Nelson | Director Trustee or director | 0.1 | $0 |
| Charlie Rehbein | Director Trustee or director | 0.1 | $0 |
| Karla Seaman | Director Trustee or director | 0.1 | $0 |
| Tina Shorten | Director Trustee or director | 0.1 | $0 |
| Sarah Solomon | Director Trustee or director | 0.1 | $0 |
| Lori St Aubin | Director Trustee or director | 0.1 | $0 |
| Corey Medved | Director Trustee or director | 0.1 | $0 |
| Jason Nasby | Director Trustee or director | 0.1 | $0 |
| Monti Wetsch | Director Trustee or director | 0.1 | $0 |
| Mark Vinger | Director Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 3117 COONEY DR STE 102, HELENA, MT 59602-0229
- Principal officer (990 for 2024)
- Jonathan Ballew, 3117 COONEY DRIVE, HELENA, MT 59602
- Signed the 990
- Jonathan Ballew, Executive Dir.
- Phone
- (406) 442-4900
- Website
- www.energysharemt.com
- Return prepared by
- Linked Accounting LLP
Mission
Montanans helping neighbors faced with energy emergencies maintaining their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and water heater safety and efficiency.
Program accomplishments
- Energy Share of Montanas primary focus is emergency bill assistance: helping Montanans who face no-heat situations in their homes and have no resources to pay the bills themselves. Applications are reviewed on an individual basis, and applicants are asked to explain their circumstances leading to their need for assistance. In most cases households are helped not more than once every five years or up to $1,400 in assistance unless the household is at or below 125% of poverty and they are then eligible for up to $2,000 in assistance every 5 years. Energy Share of Montana uses private donations and universal systems benefits (USB) funds to fund emergency bill assistance.Expenses $1,780,483 · grants $1,780,483 · revenue $1,449,104
- Other program services include the Appliance Replacement and Baseload Reduction (ARBR) program and the Habitat Partnership program.Expenses $819,052 · grants $580,125
- The weatherization program uses donations from individuals and donated UBS funds from Energy West and Montana-Dakota Utilities to maximize energy savings by performing cost-effective weatherization measures such as work on walls, outside air infiltration, windows, attics, crawl spaces, doors, and heating system repairs to make furnaces more efficient or altogether safe. Energy audits are conducted to determine what measures are needed the most. Measures that maximize energy savings are installed, and in no case will measures be installed that have a savings to investment ration (SIR) of less than 1.0.Expenses $210,947 · grants $210,947 · revenue $181,304
- The furnace safety program uses donated USB funds from Energy West andMontana-Dakota Utilities for their customers who have unsafe furnaces or water heaters. The objective is to help people who cant afford to pay for needed work on furnances or water heaters. The appliances are examined, if possible they are repaired; otherwise they are replaced with a more energy-efficient model.Expenses $193,410 · grants $193,410 · revenue $170,206
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
- 81-0411562
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L820)
- Assets (IRS master file)
- $15,543,301
- Income (IRS master file)
- $3,525,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,525,651 | $3,143,210 | $15,543,301 | XML |
| 990 | June 2024 | $2,674,004 | $3,126,104 | $14,306,716 | XML |
| 990 | June 2023 | $2,608,451 | $2,042,848 | $13,252,874 | IRS |
| 990 | June 2022 | $2,862,761 | $1,419,738 | $11,833,025 | 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 81-0411562).
Questions about ENERGY SHARE OF MONTANA INC
- What is the EIN of ENERGY SHARE OF MONTANA INC?
- The employer identification number (EIN) of ENERGY SHARE OF MONTANA INC is 81-0411562.
- Is ENERGY SHARE OF MONTANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to ENERGY SHARE OF MONTANA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ENERGY SHARE OF MONTANA INC 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 ENERGY SHARE OF MONTANA INC 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 ENERGY SHARE OF MONTANA INC 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 ENERGY SHARE OF MONTANA INC?
- The 990 for the year ended June 30, 2025 names Jonathan Ballew.
- Who are the officers and directors of ENERGY SHARE OF MONTANA INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 2 received compensation from the organization, the highest $118,352 (Rachel Haberman, Executive Dir.).
- How much revenue does ENERGY SHARE OF MONTANA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,525,651, expenses of $3,143,210 and total assets of $15,543,301 at year end.
Other nonprofits in HELENA
- FRIENDSHIP CENTER OF HELENA INC EIN 23-7131678 · last filed 990 for 2025
- ELEANOR DEVELOPMENT CORPORATION EIN 33-1579032 · last filed 990 for 2025
- MASONIC HOME OF MONTANA EIN 81-0231794 · last filed 990 for 2024
- TOWNSEND HOUSING INC EIN 81-0371435 · last filed 990-EZ for 2025
- HELENA HOUSING DEVELOPMENT CORPORATION EIN 81-0508028 · last filed 990-PF for 2025
- MASONIC HOME OF MONTANA FOUNDATION INC EIN 81-0531449 · last filed 990 for 2024
- RMDC PTARMIGAN INC EIN 81-0530380 · last filed 990-PF for 2025
- BLACKMORE HOUSING FOUNDATION INC EIN 84-3869276 · last filed 990-N for 2024