Nonprofit · EIN 81-0539830
MISSOULA COMMUNITY FOUNDATION
Tax-exempt · MISSOULA, MT 59807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,152,585 | $1,286,148 | $866,437 | $2,451,763 | $56,752 | $2,395,011 |
| December 31, 2023 | 990 | $1,194,118 | $649,949 | $544,169 | $1,520,748 | $36,896 | $1,483,852 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,030,972
- Program service revenue
- $41,014
- Investment income
- $80,599
- Net gain from sales of assets
- $18,340
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $899,276
- Compensation of officers, directors and key employees
- $102,780
- Other salaries and wages
- $128,409
- Salaries, compensation and benefits (total)
- $256,691
- Professional fundraising fees
- $0
- Legal fees
- $4,025
- Accounting fees
- $12,501
- Occupancy
- $16,623
- Program services (functional)
- $1,155,021
- Management and general (functional)
- $121,528
- Fundraising (functional)
- $9,599
Balance sheet and other
- Total assets, start of year
- $1,520,748
- Total assets, end of year
- $2,451,763
- Total liabilities, end of year
- $56,752
- Net assets, end of year
- $2,395,011
- Publicly traded securities
- $1,257,426
- Net assets without donor restrictions
- $193,089
- Net assets with donor restrictions
- $2,201,922
- Gross receipts
- $3,705,552
- Employees
- 3
- Volunteers
- 30
- Year formed
- 2001
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCY ALLEN | Executive Dir. Officer | 40 | $102,780 | $3,084 |
| JULIE SIRRS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| AMY RAGSDALE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHARITY O'CONNOR | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| JULIE OSBORN | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| TONY CRAWFORD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARK ANDERSON | President Trustee or director, Officer | 2 | $0 | $0 |
| BEN SOKOLOSKI | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCY ALLEN | Executive Dir. Officer | 40 | $98,315 | $2,950 |
| JULIE SIRRS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| AMY RAGSDALE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHARITY O'CONNOR | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| ROB RICHARDSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JULIE OSBORN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CINDY WALTZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TONY CRAWFORD | President Trustee or director, Officer | 2 | $0 | $0 |
| CLARE O'CONNELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARK ANDERSON | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| BEN SOKOLOSKI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8806, MISSOULA, MT 59807-8806
- In care of
- % MARCY ALLEN
- Principal officer (990 for 2024)
- MARCY ALLEN, PO BOX 8806, MISSOULA, MT 59807
- Signed the 990
- MARK ANDERSON, President
- Phone
- (406) 926-2846
- Return prepared by
- Boyle Deveny & Meyer PC
Mission
To enhance community vitality by inspiring community giving and strengthening nonprofits
Program accomplishments
- Fund Service & Education: The Foundation administered the receipt of charitable assets through a variety of charitable giving tools such as donor advised funds, permanent endowments and charitable gift annuities for the purpose of making grants to various nonprofits. In addition, the Foundation held Be the Change educational events to educate the community about charitable giving and educate nonprofits about giving vehicles and strategies.Expenses $953,165 · grants $806,875 · revenue $1,760,395
- Community support programs: The Foundation supported the community and local nonprofits through the following:- Missoula Gives: An annual day of giving that took place in May of 2024 which raised over 1.2 million from 4,435 donors benefitting 204 nonprofit organizations. - Womens Giving Circle: A philanthropic collaborative granting group of women who awarded $17,000 in grants in 2024.- Small grants to nonprofits: Grants awarded to local nonprofits both through a competitive grant process and as pass-through grants.- Scholarship: The Foundation managed scholarship funds and awarded scholarships.Expenses $176,343 · grants $71,150 · revenue $226,483
- Fiscal Sponsorship: The Foundation incubated ideas and projects through fiscal sponsorship. The Foundation received and administered charitable contributions designated for other organizations that were implementing projects or programs in alignment with the Foundations mission.Expenses $25,513 · grants $21,250 · revenue $26,422
- Activities supporting other related activities
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0539830
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S12)
- Assets (IRS master file)
- $2,451,763
- Income (IRS master file)
- $3,705,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,152,585 | $1,286,148 | $2,451,763 | XML |
| 990 | December 2023 | $1,194,118 | $649,949 | $1,520,748 | XML |
| 990 | December 2022 | $1,346,209 | $892,708 | $894,957 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 81-0539830).
Questions about MISSOULA COMMUNITY FOUNDATION
- What is the EIN of MISSOULA COMMUNITY FOUNDATION?
- The employer identification number (EIN) of MISSOULA COMMUNITY FOUNDATION is 81-0539830.
- Is MISSOULA COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MISSOULA COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MISSOULA COMMUNITY FOUNDATION 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 MISSOULA COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MISSOULA COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MISSOULA COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2024 names MARCY ALLEN.
- Who are the officers and directors of MISSOULA COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $102,780 (MARCY ALLEN, Executive Dir.).
- How much revenue does MISSOULA COMMUNITY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,152,585, expenses of $1,286,148 and total assets of $2,451,763 at year end.
Other nonprofits in MISSOULA
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- A BETTER BIG SKY EIN 82-5313159 · last filed 990 for 2024
- ACCELERATE MONTANA EIN 81-0529738 · last filed 990 for 2025
- NORTH-MISSOULA COMMUNITY DEVELOPMENT CORPORATION EIN 81-0509941 · last filed 990 for 2024
- MISSOULA TOURISM BUSINESS IMPROVEMENT DISTRICT EIN 45-2521066 · last filed 990 for 2025
- MISSOULA CONVENTION & VISITORS BUREAU EIN 41-2038486 · last filed 990 for 2025
- MISSOULA ECONOMIC PARTNERSHIP EIN 27-3994460 · last filed 990 for 2025
- MISSOULA DOWNTOWN FOUNDATION INC EIN 27-1872344 · last filed 990 for 2024
All nonprofits in MISSOULA · Montana · Community improvement and capacity building