Nonprofit · EIN 86-3725571
MAX S BAUCUS INSTITUTE
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,513,098 | $1,196,861 | $316,237 | $1,734,285 | $8,307 | $1,725,978 |
| December 31, 2024 | 990 | $909,622 | $807,874 | $101,748 | $1,282,834 | $5,745 | $1,277,089 |
| December 31, 2023 | 990 | $726,227 | $428,375 | $297,852 | $1,103,677 | $10,743 | $1,092,934 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,451,644
- Program service revenue
- $0
- Investment income
- $43,454
- Net rental income
- $18,000
- Other revenue
- $18,000
Expenses
- Grants and similar amounts paid
- $177,282
- Compensation of officers, directors and key employees
- $199,920
- Other salaries and wages
- $127,392
- Salaries, compensation and benefits (total)
- $355,650
- Professional fundraising fees
- $48,000
- Accounting fees
- $7,375
- Occupancy
- $79,711
- Travel
- $9,193
- Program services (functional)
- $959,421
- Management and general (functional)
- $153,769
- Fundraising (functional)
- $83,671
Balance sheet and other
- Total assets, start of year
- $1,282,834
- Total assets, end of year
- $1,734,285
- Total liabilities, end of year
- $8,307
- Net assets, end of year
- $1,725,978
- Publicly traded securities
- $1,366,617
- Net assets without donor restrictions
- $1,450,579
- Net assets with donor restrictions
- $275,399
- Gross receipts
- $1,513,098
- Employees
- 5
- Volunteers
- 10
- Year formed
- 2021
- 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 | Other / benefits |
|---|---|---|---|---|
| ANDREW PERSON | Executive Dir. Officer | 40 | $196,000 | $3,920 |
| MAX BAUCUS | President Trustee or director, Officer | 10 | $0 | $0 |
| MELODEE HANES | Vice President Trustee or director, Officer | 10 | $0 | $0 |
| BARRETT KAISER | Director Trustee or director | 1 | $0 | $0 |
| BARB SKELTON | Director Trustee or director | 1 | $0 | $0 |
| JIM MCCRAY | Director Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW PERSON | Executive Dir. Officer | 40 | $198,154 |
| MAX BAUCUS | President Trustee or director, Officer | 10 | $0 |
| MELODEE HANES | Vice President Trustee or director, Officer | 10 | $0 |
| BARRETT KAISER | Director Trustee or director | 1 | $0 |
| BARB SKELTON | Director Trustee or director | 1 | $0 |
| JIM MCCRAY | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW PERSON | Executive Dir. Officer | 40 | $23,077 |
| MAX BAUCUS | President Trustee or director, Officer | 10 | $0 |
| MELODEE HANES | Vice President Trustee or director, Officer | 10 | $0 |
| BARRETT KAISER | Director Trustee or director | 1 | $0 |
| BARB SKELTON | Director Trustee or director | 1 | $0 |
| JIM MCCRAY | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 224 E MAIN ST, BOZEMAN, MT 59715-4748
- In care of
- % MEL BRITTNER WELLS
- Signed the 990
- ANDREW PERSON, Executive Director
- Phone
- (406) 243-6623
- Website
- www.baucusinstitute.org
- Return prepared by
- Rudd & Company PLLC
Mission
TO PREPARE OUR NEXT GENERATION OF PUBLIC SERVANTS.
Program accomplishments
- THE BAUCUS CLIMATE SCHOLARS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN THE ENVIRONMENT, NATURAL RESOURCES, AND CLIMATE AT ORGANIZATIONS WORKING AT THE FOREFRONT OF THESE ISSUES. IN 2025, WE PLACED 26 BAUCUS CLIMATE SCHOLARS.Expenses $239,855 · grants $102,432
- THE BAUCUS LEADERS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN PUBLIC SERVICE AT LEGISLATIVE OFFICES IN WASHINGTON DC FOR TWO-MONTH SUMMER INTERNSHIPS. IN 2025, 13 BAUCUS LEADERS PARTICIPATED IN THE PROGRAM.Expenses $239,855 · grants $25,300
- The exclusive purpose of our program is to provide an academic benefit to our students by providing immersive academic programming and leadership experienceExpenses $239,855
- THE BAUCUS LEADERS MONTANA PROGRAM PLACES UNDERGRADUATE ANDGRADUATE MONTANA STUDENTS WITH AN INTEREST IN PUBLIC SERVICE AT MONTANA-BASEDGOVERNMENT AND NONPROFIT ORGANIZATIONS. IN 2025, WE PLACED 11 BAUCUS LEADERSMONTANA.Expenses $143,913 · grants $45,500
- THE BAUCUS INSTITUTE'S SPEAKER SERIES BRINGS GLOBAL THOUGHT LEADERS IN THE AREAS OF INTERNAL RELATIONS, CLIMATE CHANGE, FOREIGN POLICY, AND POLITICS TO MONTANA FOR PUBLIC DISCUSSIONS ABOUT THESE ISSUES. THESE LECTURES ARE USUALLY FREE AND OPEN TO THE PUBLIC, AND THE COMBINED IN-PERSON AND VIRTUAL AUDIENCES ARE 1,000 PLUS.Expenses $47,971 · grants $2,050
- THE BAUCUS INSTITUTE'S IRELAND COMPARATIVE LAW PROGRAM BRINGS LAW STUDENTS TO THE UNIVERSITY COUNTY CORK IN IRELAND TO STUDY COMPARATIVE INTERNATIONAL LAW. IN 2025, 17 STUDENTS TRAVELED TO IRELAND.Expenses $28,783
- The Max Baucus Institute selects four students to participate in the Big Barn Dialogues as notetakers. The exclusive purpose of this program is to provide an academic benefit to our students by giving them the challenging assignment to document and summarize a discussion regarding complex global challenges.Expenses $19,189 · grants $2,000
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 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
- 86-3725571
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,734,285
- Income (IRS master file)
- $1,513,098
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,513,098 | $1,196,861 | $1,734,285 | XML |
| 990 | December 2024 | $909,622 | $807,874 | $1,282,834 | XML |
| 990 | December 2023 | $726,227 | $428,375 | $1,103,677 | IRS |
| 990 | December 2022 | $843,842 | $214,427 | $714,305 | IRS |
| 990-EZ | December 2021 | – | – | – | 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 86-3725571).
Questions about MAX S BAUCUS INSTITUTE
- What is the EIN of MAX S BAUCUS INSTITUTE?
- The employer identification number (EIN) of MAX S BAUCUS INSTITUTE is 86-3725571.
- Is MAX S BAUCUS INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to MAX S BAUCUS INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MAX S BAUCUS INSTITUTE 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 MAX S BAUCUS INSTITUTE 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 MAX S BAUCUS INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of MAX S BAUCUS INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $196,000 (ANDREW PERSON, Executive Dir.).
- How much revenue does MAX S BAUCUS INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,513,098, expenses of $1,196,861 and total assets of $1,734,285 at year end.
Other nonprofits in BOZEMAN
- MONTANA HEALTHCARE FOUNDATION EIN 46-6854005 · last filed 990-PF for 2024
- RIESCHEL FOUNDATION EIN 83-3594839 · last filed 990-PF for 2024
- EAGLE MOUNT - BOZEMAN EIN 84-1383214 · last filed 990 for 2025
- YELLOWSTONE CLUB COMMUNITY FOUNDATION EIN 27-1974255 · last filed 990 for 2024
- GIANFORTE FAM CHARITABLE TR EIN 30-6089834 · last filed 990-PF for 2024
- BOZEMAN ICE POND PARK FOUNDATION EIN 33-3210560 · last filed 990-PF for 2025
- ONE VALLEY COMMUNITY FOUNDATION EIN 81-0519514 · last filed 990 for 2025
- BOZEMAN DEACONESS FOUNDATION EIN 84-1407943 · last filed 990 for 2024
All nonprofits in BOZEMAN · Montana · Philanthropy, voluntarism and grantmaking foundations