Nonprofit · EIN 81-4604049
ROOTS FAMILY COLLABORATIVE
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $212,992 | $216,569 | -$3,577 | $87,591 | $11,383 | $76,208 |
| December 31, 2024 | 990-EZ | $167,992 | $229,700 | -$61,708 | $96,631 | $16,846 | $79,785 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $190,115
- Program service revenue
- $21,108
- Investment income
- $746
- Net gain from sales of assets
- -$379
- Net income from fundraising events
- $1,606
- Net income from sales of inventory
- -$583
- Other revenue
- $1,023
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $31,859
- Other salaries and wages
- $74,430
- Salaries, compensation and benefits (total)
- $114,505
- Professional fundraising fees
- $0
- Accounting fees
- $5,591
- Occupancy
- $33,283
- Travel
- $548
- Program services (functional)
- $117,678
- Management and general (functional)
- $58,619
- Fundraising (functional)
- $40,272
Balance sheet and other
- Total assets, start of year
- $96,631
- Total assets, end of year
- $87,591
- Total liabilities, end of year
- $11,383
- Net assets, end of year
- $76,208
- Net assets without donor restrictions
- $76,208
- Gross receipts
- $236,166
- Employees
- 5
- Volunteers
- 61
- Year formed
- 2017
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE BENDICK | Director Trustee or director | 19 | $31,859 |
| AARON JENSEN | Director Trustee or director | 0.5 | $0 |
| KAMEISHA LOVE | Director Trustee or director | 0.5 | $0 |
| JEN VOLLMER | Director Trustee or director | 0.5 | $0 |
| LIZA BRUMBACH | President Trustee or director, Officer | 1 | $0 |
| JENNIFER DUNN | Secretary Trustee or director, Officer | 1 | $0 |
| ALYSSA LUNDQUIST | Director Trustee or director | 0.5 | $0 |
| ALICE ROCHETTE | Director Trustee or director | 0.5 | $0 |
| JAIME SCHON | Treasurer Trustee or director, Officer | 1 | $0 |
| SARAH WEBB | Director Trustee or director | 0.5 | $0 |
| KAYTE KAMINSKI | Vice President Trustee or director | 0.5 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE BENDICK | Director | 15 | $22,260 |
| FLORA MCCORMICK | President | 2 | $0 |
| LEXI NEWHALL | Director | 0.5 | $0 |
| SEAN HILL | Director | 0.5 | $0 |
| LIZA BRUMBACH | Secretary | 1 | $0 |
| JENNIFER DUNN | Director | 0.5 | $0 |
| ALYSSA LUNDQUIST | Director | 0.5 | $0 |
| ALICE ROCHETTE | Director | 0.5 | $0 |
| JAIME SCHON | Treasurer | 1 | $0 |
| AMANDA KILTY | Director | 0.5 | $0 |
| KAYTE KAMINSKI | Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1716 W MAIN ST STE 8D, BOZEMAN, MT 59715-6821
- Mailing address (990-N for 2019)
- 110 S Grand Ave, Bozeman MT 59715
- Principal officer (990 for 2025)
- AARON JENSEN, 1716 W MAIN ST 8D, BOZEMAN, MT 59715
- Principal officer (990-N for 2019)
- Suzanne Bendick, 114 Aylsworth, Bozeman MT 59715
- Signed the 990
- AARON JENSEN, Treasurer
- Phone
- (406) 224-5530
- Return prepared by
- CHRISTINE M COUBROUGH CPA
Mission
OUR MISSION IS TO CONNECT ALL FAMILIES TO THE SUPPORT THEY NEED FROM PRECONCEPTION TO PARENTHOOD. WE ENVISION A TIME WHEN ALL FAMILIES HAVE THE SUPPORT THEY NEED IN THE PERINATAL PERIOD.
Program accomplishments
- Through our support groups, programs, classes and special events, paired with our incredible resource network, Roots Family Collaborative is able to raise awareness about perinatal mental health, normalize the expectations of the perinatal period, and strengthen support for new, expecting, and wishful parents and the professionals that serve them, ultimately creating a huge safety net for the hundreds of families undergoing this major life transition each year. Specific programs and projects include: BLOSSOM MOM SUPPORT GROUP; FRESH AIR FAMILIES HIKING GROUP; PREGNANCY AND INFANT LOSS SUPPORT CIRCLE; DADS GROUP; FERTILITY SUPPORT GROUP; CORAZON DE MADRES SPANISH SPEAKING GROUP; MOMS LIKE ME; PERINATAL MENTAL HEALTH AWARENESS EVENT; ROOTS PERINATAL RESOURCE GUIDE.Expenses $117,678 · revenue $21,271
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 81-4604049
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P40)
- Assets (IRS master file)
- $87,591
- Income (IRS master file)
- $236,166
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $212,992 | $216,569 | $87,591 | IRS |
| 990-EZ | December 2024 | $167,992 | $229,700 | $96,631 | IRS |
| 990-EZ | December 2023 | $156,755 | $135,561 | $145,485 | IRS |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Suzanne Bendick | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-4604049).
Questions about ROOTS FAMILY COLLABORATIVE
- What is the EIN of ROOTS FAMILY COLLABORATIVE?
- The employer identification number (EIN) of ROOTS FAMILY COLLABORATIVE is 81-4604049.
- Is ROOTS FAMILY COLLABORATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to ROOTS FAMILY COLLABORATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROOTS FAMILY COLLABORATIVE 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 ROOTS FAMILY COLLABORATIVE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOTS FAMILY COLLABORATIVE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROOTS FAMILY COLLABORATIVE?
- The 990 for the year ended December 31, 2025 names AARON JENSEN.
- Who are the officers and directors of ROOTS FAMILY COLLABORATIVE?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $31,859 (SUZANNE BENDICK, Director).
- How much revenue does ROOTS FAMILY COLLABORATIVE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $212,992, expenses of $216,569 and total assets of $87,591 at year end.
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