Nonprofit · EIN 81-0450150
MONTANA COMMUNITY FOUNDATION INC
Tax-exempt · HELENA, MT 59624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $30,109,737 | $18,100,777 | $12,008,960 | $215,479,729 | $26,121,415 | $189,358,314 |
| June 30, 2024 | 990 | $17,794,838 | $14,805,586 | $2,989,252 | $188,507,909 | $24,786,368 | $163,721,541 |
| June 30, 2023 | 990 | $15,011,185 | $12,332,748 | $2,678,437 | $165,936,044 | $21,635,580 | $144,300,464 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,548,506
- Program service revenue
- $3,042,930
- Investment income
- $6,800,151
- Net rental income
- -$323,930
- Net gain from sales of assets
- $4,196,204
- Other revenue
- -$281,850
Expenses
- Grants and similar amounts paid
- $10,809,611
- Compensation of officers, directors and key employees
- $558,050
- Other salaries and wages
- $1,468,562
- Salaries, compensation and benefits (total)
- $2,474,952
- Professional fundraising fees
- $0
- Legal fees
- $8,409
- Accounting fees
- $93,013
- Occupancy
- $128,150
- Travel
- $89,432
- Program services (functional)
- $12,372,706
- Management and general (functional)
- $4,636,386
- Fundraising (functional)
- $1,091,685
Balance sheet and other
- Total assets, start of year
- $188,507,909
- Total assets, end of year
- $215,479,729
- Total liabilities, end of year
- $26,121,415
- Net assets, end of year
- $189,358,314
- Land, buildings and equipment
- $1,743,261
- Net assets without donor restrictions
- $1,395,288
- Net assets with donor restrictions
- $187,963,026
- Gross unrelated business income
- -$347,318
- Gross receipts
- $92,209,787
- Employees
- 23
- Volunteers
- 260
- Year formed
- 1988
- 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 |
|---|---|---|---|---|
| MARY RUTHERFORD | CEO/PRESIDENT Officer | 40 | $222,166 | $26,840 |
| KACIE TOLLEFSON - EXECUTIVE | VP FINANCE AND ADMINISTRATION Officer | 40 | $130,817 | $18,896 |
| JESSICA STEWART-KUNTZ | VICE PRESIDENT Officer | 40 | $131,031 | $18,678 |
| JAMES BENNETT | GIFT & ESTATE PLANNING DIRECTOR Highest-paid employee | 40 | $103,930 | $16,403 |
| TOM MCGREE | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KAREN LATKA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAN MCLEAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SHEILA RICE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CAMI SKINNER | PAST CHAIR Trustee or director | 2 | $0 | $0 |
| JO ANN EDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ANN PHIPPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GREG HANSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LEONARD SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KELLY CRESSWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALANNA WEIBERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANE DOYLE | DIRECTOR Trustee or director | 2 | $0 |
| ANGIE MAIN | DIRECTOR (THRU 12/2024) Trustee or director | 2 | $0 |
| KENNY SMOKER JR | DIRECTOR Trustee or director | 2 | $0 |
| DALE WOOLHISER | DIRECTOR (THRU 12/2024) Trustee or director | 2 | $0 |
| COURTNEY SCOTT | DIRECTOR Trustee or director | 2 | $0 |
| CURT BARNEKOFF | DIRECTOR Trustee or director | 2 | $0 |
| SARAH BECKER | DIRECTOR Trustee or director | 2 | $0 |
| TRACY COSGROVE | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER ISERN | DIRECTOR Trustee or director | 2 | $0 |
| TOD KASTEN | DIRECTOR Trustee or director | 2 | $0 |
| STEFFI SIEGEL | DIRECTOR Trustee or director | 2 | $0 |
| MARIA VALANDRA | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY RUTHERFORD | CEO/PRESIDENT Officer | 40 | $213,532 | $27,235 |
| JESSICA STEWART-KUNTZ | VICE PRESIDENT Officer | 40 | $124,626 | $17,440 |
| KACIE TOLLEFSON | VICE PRESIDENT Officer | 40 | $122,864 | $17,507 |
| CAMI SKINNER | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TOM MCGREE | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAN MCLEAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KAREN LATKA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KELLY BRUGGEMAN | PAST CHAIR (THRU 12/23) Trustee or director | 2 | $0 | $0 |
| ANGIE MAIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JO ANN EDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ANN PHIPPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GREG HANSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAWNYA RUPE MRAZ | DIRECTOR (THRU 12/23) Trustee or director | 2 | $0 | $0 |
| LEONARD SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHANE DOYLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENNY SMOKER JR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHEILA RICE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DALE WOOLHISER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COURTNEY SCOTT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SARA BECKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KELLY CRESSWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALANNA WEIBERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MACK CLAPP | DIRECTOR (THRU 07/23) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY RUTHERFORD | CEO/PRESIDENT Officer | 40 | $199,475 | $27,442 |
| KACIE TOLLEFSON | VICE PRESIDENT Officer | 40 | $114,138 | $16,168 |
| JESSICA STEWART-KUNTZ | VICE PRESIDENT Officer | 40 | $112,926 | $16,626 |
| CAMI SKINNER | BOARD CHAIR (AS OF 1/23) Trustee or director, Officer | 2 | $0 | $0 |
| KELLY BRUGGEMAN | PAST CHAIR Trustee or director | 2 | $0 | $0 |
| TOM MCGREE | VICE CHAIR (AS OF 1/23) Trustee or director, Officer | 2 | $0 | $0 |
| DAN MCLEAN | SECRETARY (AS OF 6/23) Trustee or director, Officer | 2 | $0 | $0 |
| ED ECK | SECRETARY (THRU 6/23) Trustee or director, Officer | 2 | $0 | $0 |
| ANGIE MAIN | TREASURER (AS OF 1/23) Trustee or director, Officer | 2 | $0 | $0 |
| JO ANN EDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY ANN PHIPPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GREG HANSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAREN LATKA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAWNYA RUPE MRAZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LEONARD SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DUANE KUROKAWA | DIRECTOR (THRU 12/22) Trustee or director | 2 | $0 | $0 |
| JON RUTT | DIRECTOR (THRU 12/22) Trustee or director | 2 | $0 | $0 |
| SHANE DOYLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENNY SMOKER JR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHEILA RICE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DALE WOOLHISER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COURTNEY SCOTT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MACK CLAPP | DIRECTOR (THRU 7/23) Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1145, HELENA, MT 59624-1145
- Principal officer (990 for 2024)
- MARY RUTHERFORD, 33 S LAST CHANCE GULCH SUITE 2A, HELENA, MT 59601
- Signed the 990
- KACIE TOLLEFSON, EXEC. VP FINANCE & ADMIN.
- Phone
- (406) 443-8313
- Website
- WWW.MTCF.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO CREATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH.
Program accomplishments
- THE MONTANA COMMUNITY FOUNDATION BUILDS PERMANENT PHILANTHROPY ACROSS THE STATE OF MONTANA BY ACTING AS A BRIDGE BETWEEN DONORS AND RECIPIENTS. THE FOUNDATION CULTIVATES, MANAGES, AND GIVES CHARITABLE GIFTS AND GRANTS PRIMARILY FOR THE BENEFIT OF MONTANA. CURRENT, PLANNED, AND LEGACY GIVING THROUGH MCF HAS A LASTING IMPACT AS THE MAJORITY OF GIFTS ARE PERMANENTLY ENDOWED FOR THE GOOD OF MONTANA FOREVER.Expenses $12,372,706 · grants $10,809,611 · revenue $3,192,558
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
- 81-0450150
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $215,479,729
- Income (IRS master file)
- $92,209,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $30,109,737 | $18,100,777 | $215,479,729 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $17,794,838 | $14,805,586 | $188,507,909 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $15,011,185 | $12,332,748 | $165,936,044 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $26,836,919 | $11,839,194 | $152,088,837 | 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 81-0450150).
Questions about MONTANA COMMUNITY FOUNDATION INC
- What is the EIN of MONTANA COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of MONTANA COMMUNITY FOUNDATION INC is 81-0450150.
- Is MONTANA COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MONTANA COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION 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 COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names MARY RUTHERFORD.
- Who are the officers and directors of MONTANA COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 4 received compensation from the organization, the highest $222,166 (MARY RUTHERFORD, CEO/PRESIDENT).
- How much revenue does MONTANA COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $30,109,737, expenses of $18,100,777 and total assets of $215,479,729 at year end.
Other nonprofits in HELENA
- SHROPSHIRE FAMILY FOUNDATION EIN 39-3396308 · last filed 990-PF for 2025
- GREATER MONTANA FOUNDATION EIN 81-6009847 · last filed 990-PF for 2025
- ETHEL MACDONALD CHARITABLE FOUNDATION EIN 82-3746075 · last filed 990-PF for 2025
- SIGNAL PEAK COMMUNITY FOUNDATION EIN 45-2708352 · last filed 990-PF for 2025
- WALL FAMILY POWER TOWNSEND FOUNDATION INC EIN 20-1980581 · last filed 990-PF for 2025
- HELENA AREA COMMUNITY FOUNDATION EIN 81-0536902 · last filed 990 for 2025
- TIBETAN CHILDRENS EDUCATION FOUNDATION EIN 84-1387172 · last filed 990 for 2024
- HELENA VIGILANTE RUNNERS EIN 27-0152585 · last filed 990-EZ for 2025
All nonprofits in HELENA · Montana · Philanthropy, voluntarism and grantmaking foundations