Nonprofit · EIN 82-2935902
SOUTHWEST MONTANA REALTORS FOUNDATION
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $52,032 | $50,672 | $1,360 | $120,026 | $0 | $120,026 |
| December 31, 2024 | 990-EZ | $23,282 | $23,313 | -$31 | $118,666 | $0 | $118,666 |
| September 30, 2024 | 990-EZ | $55,434 | $49,693 | $5,741 | $118,697 | $0 | $118,697 |
| September 30, 2023 | 990-EZ | $60,055 | $42,551 | $17,504 | $115,696 | $2,740 | $112,956 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $64,619
- Investment income
- $3,447
- Net income from fundraising events
- -$16,034
Expenses
- Grants and similar amounts paid
- $47,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,810
- Other expenses
- $1,862
- Program services (functional)
- $66,706
Balance sheet and other
- Total assets, start of year
- $118,666
- Total assets, end of year
- $120,026
- Total liabilities, end of year
- $0
- Net assets, end of year
- $120,026
- Cash, savings and investments
- $120,026
- Gross receipts
- $68,066
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BESSIE HUDGENS | DIRECTOR | 1 | $0 |
| DEBRA GEBHART | DIRECTOR | 1 | $0 |
| GINA MARSHALL | DIRECTOR | 1 | $0 |
| AUBREY ROTH | PAST PRESIDENT | 1 | $0 |
| CLAIRE GILLAM | PRESIDENT | 1 | $0 |
| CLARRISA HIGTON | TREASURER | 1 | $0 |
| JESSICA LEMMON | VICE PRESIDENT | 1 | $0 |
990-EZ for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARRISA HIGTON | DIRECTOR | 1 | $0 |
| MIKE DUQUETTE | DIRECTOR | 1 | $0 |
| BESSIE HUDGENS | DIRECTOR | 1 | $0 |
| JESSICA LEMMON | DIRECTOR | 1 | $0 |
| AUBREY ROTH | PRESIDENT | 1 | $0 |
| CLAIRE GILLAM | VICE PRESIDENT | 1 | $0 |
| ASHLEY CRANE | TREASURER | 1 | $0 |
990-EZ for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARRISA HIGTON | DIRECTOR | 1 | $0 |
| MIKE DUQUETTE | DIRECTOR | 1 | $0 |
| BESSIE HUDGENS | DIRECTOR | 1 | $0 |
| JESSICA LEMMON | DIRECTOR | 1 | $0 |
| AUBREY ROTH | PRESIDENT | 1 | $0 |
| CLAIRE GILLAM | VICE PRESIDENT | 1 | $0 |
| ASHLEY CRANE | TREASURER | 1 | $0 |
990-EZ for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAIRE GILLAM | DIRECTOR | 1 | $0 |
| CLARRISA HIGTON | DIRECTOR | 1 | $0 |
| ASHLEY CRANE | DIRECTOR | 1 | $0 |
| LACY BROWNE | PAST PRESIDENT | 1 | $0 |
| TYLER GARRISON | PRESIDENT | 1 | $0 |
| AUBREY ROTH | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4020 VALLEY COMMONS DR, BOZEMAN, MT 59718-6476
- In care of
- % STEVE CANDLER
- Mailing address (990-N for 2021)
- 2880 TECHNOLOGY BLVD W 159, BOZEMAN MT 59718
- Principal officer (990-N for 2021)
- JAYCEY ELLS, 2880 TECHNOLOGY BLVD W SUITE 159, BOZEMAN MT 59718
- Signed the 990-EZ
- CLAIRE GILLAM, PRESIDENT
- Phone
- (406) 585-0033
- Return prepared by
- PINION LLC
Mission
TO PROVIDE VOLUNTEERS AND FINANCIAL RESOURCES TO IMPROVE THE QUALITY OF LIFE OF REALTORS AND AFFILIATES IN THE GALLATIN VALLEY AND SURROUNDING AREAS.
Program accomplishments
- TO PROVIDE VOLUNTEERS AND FINANCIAL RESOURCES TO IMPROVE THE QUALITY OF LIFE OF REALTORS AND AFFILIATES IN THE GALLATIN VALLEY AND SURROUNDING AREAS.Expenses $66,706 · grants $47,000
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 82-2935902
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L03)
- Assets (IRS master file)
- $120,026
- Income (IRS master file)
- $68,066
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $52,032 | $50,672 | $120,026 | XML |
| 990-EZ | December 2024 | $23,282 | $23,313 | $118,666 | XML |
| 990-EZ | September 2024 | $55,434 | $49,693 | $118,697 | XML |
| 990-EZ | September 2023 | $60,055 | $42,551 | $115,696 | XML |
| 990-N for 2021 Officer: JAYCEY ELLS | September 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: DESIRAE LINDQUIST | September 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: ROBERT WIGTON | September 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: PEGGY TRENK | September 30, 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 82-2935902).
Questions about SOUTHWEST MONTANA REALTORS FOUNDATION
- What is the EIN of SOUTHWEST MONTANA REALTORS FOUNDATION?
- The employer identification number (EIN) of SOUTHWEST MONTANA REALTORS FOUNDATION is 82-2935902.
- Is SOUTHWEST MONTANA REALTORS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to SOUTHWEST MONTANA REALTORS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST MONTANA REALTORS 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 SOUTHWEST MONTANA REALTORS FOUNDATION 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 SOUTHWEST MONTANA REALTORS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of SOUTHWEST MONTANA REALTORS FOUNDATION?
- The 990-N for 2021 names JAYCEY ELLS.
- Who are the officers and directors of SOUTHWEST MONTANA REALTORS FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST MONTANA REALTORS FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $52,032, expenses of $50,672 and total assets of $120,026 at year end.
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