Nonprofit · EIN 81-0420475
MONTANA BALLET COMPANY INC
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,051,964 | $1,076,138 | -$24,174 | $359,375 | $905 | $358,470 |
| June 30, 2024 | 990 | $757,838 | $819,316 | -$61,478 | $418,392 | $35,748 | $382,644 |
| June 30, 2023 | 990 | $700,526 | $626,580 | $73,946 | $473,874 | $29,752 | $444,122 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $281,990
- of which government grants
- $12,500
- Program service revenue
- $706,172
- Investment income
- $15,106
- Net income from fundraising events
- $40,346
- Other revenue
- $48,696
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $97,120
- Other salaries and wages
- $274,296
- Salaries, compensation and benefits (total)
- $402,776
- Professional fundraising fees
- $0
- Legal fees
- $1,013
- Accounting fees
- $14,506
- Occupancy
- $133,488
- Travel
- $606
- Depreciation
- $3,350
- Program services (functional)
- $929,874
- Management and general (functional)
- $107,193
- Fundraising (functional)
- $39,071
Balance sheet and other
- Total assets, start of year
- $418,392
- Total assets, end of year
- $359,375
- Total liabilities, end of year
- $905
- Net assets, end of year
- $358,470
- Land, buildings and equipment
- $28,170
- Net assets without donor restrictions
- $358,470
- Gross receipts
- $1,079,346
- Employees
- 20
- Volunteers
- 45
- Year formed
- 1983
- 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 |
|---|---|---|---|
| Melissa Bowman | Executive Dir. Trustee or director | 45 | $97,120 |
| Elizabeth DeFanti | Executive Director | 50 | $55,374 |
| Margaret Perryman | Chairman Trustee or director, Officer | 0 | $0 |
| Elizabeth Bentler | Director Trustee or director, Officer | 45 | $0 |
| Sarah Milligan | Director Trustee or director | 0 | $0 |
| Donna Murphrey | Treasurer Trustee or director | 0 | $0 |
| Joanne Manthe | Director Trustee or director | 0 | $0 |
| Judith Smith | Secretary Trustee or director | 0 | $0 |
| Lori Pilon | Director Trustee or director | 0 | $0 |
| David Steinmuller | Vice Chairman Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth DeFanti | Executive Dir. Trustee or director, Officer | 45 | $106,869 |
| Margaret Perryman | Chairman Trustee or director, Officer | 0 | $0 |
| Sarah Milligan | Director Trustee or director | 0 | $0 |
| Donna Murphrey | Treasurer Trustee or director | 0 | $0 |
| Judith Smith | Secretary Trustee or director | 0 | $0 |
| David Steinmuller | Vice Chairman Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth DeFanti | Executive Dir. Trustee or director, Officer | 45 | $90,136 |
| Margaret Perryman | Chairman Trustee or director, Officer | 0 | $0 |
| Sarah Milligan | Director Trustee or director | 0 | $0 |
| Donna Murphrey | Treasurer Trustee or director | 0 | $0 |
| Judith Smith | Secretary Trustee or director | 0 | $0 |
| Laura Stanley | Director Trustee or director | 0 | $0 |
| David Steinmuller | Vice Chairman Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2304 N 7TH AVE, BOZEMAN, MT 59715-2597
- Principal officer (990 for 2024)
- Margaret Perryman, 2304 N 7th Ave C3, Bozeman, MT 59715
- Signed the 990
- Sarah Milligan, Director
- Phone
- (406) 582-8702
- Website
- www.montanaballet.com
- Return prepared by
- CS and Company
Mission
Organization's Primary Exempt PurposeMontana Ballet Company's mission is to present high quality dance performances, professional dance training opportunities for children and provide educational outreach programs to under-served communities. We provide access to dance that is not usually found in small Western towns in and around Bozeman, Montana
Program accomplishments
- Organization's Primary Exempt PurposeMontana Ballet Company's mission is to present high quality dance performances, professional dance education and training opportunities for children and provide educational outreach programs to under-served communities. We provide access to dance that is not usually found in small Western towns in and around Bozeman, MontanaExpenses $929,874
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
- 81-0420475
- 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
- Assets (IRS master file)
- $359,375
- Income (IRS master file)
- $1,079,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,051,964 | $1,076,138 | $359,375 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $757,838 | $819,316 | $418,392 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $700,526 | $626,580 | $473,874 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $598,352 | $548,809 | $400,116 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 81-0420475).
Questions about MONTANA BALLET COMPANY INC
- What is the EIN of MONTANA BALLET COMPANY INC?
- The employer identification number (EIN) of MONTANA BALLET COMPANY INC is 81-0420475.
- Is MONTANA BALLET COMPANY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to MONTANA BALLET COMPANY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA BALLET COMPANY 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 MONTANA BALLET COMPANY 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 MONTANA BALLET COMPANY 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 MONTANA BALLET COMPANY INC?
- The 990 for the year ended June 30, 2025 names Margaret Perryman.
- Who are the officers and directors of MONTANA BALLET COMPANY INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $97,120 (Melissa Bowman, Executive Dir.).
- How much revenue does MONTANA BALLET COMPANY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,051,964, expenses of $1,076,138 and total assets of $359,375 at year end.
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