Nonprofit · EIN 87-3396900
MONTLAKE FUTURES FUND
Tax-exempt · SEATTLE, WA 98121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $44,347,088 | $44,382,463 | -$35,375 | $233,276 | $22,565 | $210,711 |
| June 30, 2024 | 990 | $6,322,633 | $8,667,634 | -$2,345,001 | $252,921 | $6,835 | $246,086 |
| June 30, 2023 | 990 | $4,895,890 | $3,505,190 | $1,390,700 | $3,084,838 | $4,320 | $3,080,518 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $44,384,740
- Program service revenue
- $0
- Investment income
- -$37,652
- Net gain from sales of assets
- -$37,652
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $319,290
- Other salaries and wages
- $32,323
- Salaries, compensation and benefits (total)
- $389,897
- Professional fundraising fees
- $0
- Legal fees
- $7,756
- Accounting fees
- $57,536
- Occupancy
- $11,189
- Travel
- $107,794
- Program services (functional)
- $43,875,324
- Management and general (functional)
- $146,663
- Fundraising (functional)
- $360,476
Balance sheet and other
- Total assets, start of year
- $252,921
- Total assets, end of year
- $233,276
- Total liabilities, end of year
- $22,565
- Net assets, end of year
- $210,711
- Gross receipts
- $58,290,840
- Employees
- 2
- Volunteers
- 4
- Year formed
- 2021
- State of legal domicile
- WA
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 |
|---|---|---|---|---|
| ANDREW MINEAR | EXECUTIVE DIRECTOR Officer | 26 | $319,053 | $7,071 |
| GERALD SWANSON | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| MINDY BLAKESLEE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TIFFANY BAIRD-GIROUARD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| FANNY GREEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREW MINEAR | EXECUTIVE DIRECTOR (AS OF 9/23) Officer | 30 | $267,797 | $10,416 |
| EMILY ARMINTROUT | EXECUTIVE DIRECTOR (THRU 8/23) Officer | 3 | $111,483 | $2,775 |
| GERALD SWANSON | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| MINDY BLAKESLEE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TIFFANY BAIRD-GIROUARD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| FANNY GREEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| EMILY ARMINTROUT | EXECUTIVE DIRECTOR/ CO-SECRETARY Officer | 12 | $51,499 | $115,650 |
| GERALD SWANSON | PRESIDENT Trustee or director, Officer | 10 | $48,938 | $0 |
| MINDY BLAKESLEE | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TIFFANY BAIRD-GIROUARD | CO-SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| WALT INGRAM | FORMER TREASURER (THRU 3/23) Trustee or director, Officer | 2 | $0 | $0 |
| FANNY GREEN | TREASURER (AS OF 4/23) Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2033 6TH AVE STE 252, SEATTLE, WA 98121-2580
- In care of
- % GERALD R SWANSON II
- Principal officer (990 for 2024)
- GERALD SWANSON, 2033 6TH AVE 252, SEATTLE, WA 98121
- Signed the 990
- GERALD SWANSON, PRESIDENT
- Phone
- (206) 973-3780
- Website
- WWW.MONTLAKEFUTURES.COM
- Return prepared by
- CLARK NUBER PS
Mission
MONTLAKE FUTURES DEVELOPS NAME, IMAGE, AND LIKENESS OPPORTUNITIES THAT BENEFIT THE MISSIONS OF 501(C)(3) ORGANIZATIONS AND PROVIDE EDUCATIONAL EXPERIENCES FOR UNIVERSITY OF WASHINGTON STUDENT-ATHLETES. OUR GOAL IS TO LEVERAGE THE ROLES AND IDENTITIES OF STUDENT-ATHLETES TO HELP FUNDRAISE, GENERATE AWARENESS, AND OTHERWISE SUPPORT CHARITABLE CAUSES, WHILE FOSTERING CONNECTIONS THAT INSPIRE A LIFETIME OF CIVIC ENGAGEMENT FOR STUDENT-ATHLETES.
Program accomplishments
- OUR PRIMARY PROGRAM IS PURCHASING THE NAME, IMAGE, AND LIKENESS RIGHTS OF STUDENT-ATHLETES AND ALLOCATING THOSE RIGHTS TO 501(C)(3) NONPROFIT ORGANIZATIONS FOR THE PURPOSE OF BENEFITTING THEIR MISSIONS. PROGRAM EXPENSES ENABLED WORK TO FUNDRAISE, GENERATE AWARENESS, AND OTHERWISE SUPPORT ORGANIZATIONS SUCH AS SEATTLE CHILDREN'S HOSPITAL AND BOYS AND GIRLS CLUB OF KING COUNTY.Expenses $43,875,324
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
- 87-3396900
- 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
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B80)
- Assets (IRS master file)
- $233,276
- Income (IRS master file)
- $58,290,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $44,347,088 | $44,382,463 | $233,276 | IRS |
| 990 | June 2024 | $6,322,633 | $8,667,634 | $252,921 | IRS |
| 990 | June 2023 | $4,895,890 | $3,505,190 | $3,084,838 | XML |
| 990 | June 2022 | $2,022,499 | $312,206 | $1,688,855 | 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 87-3396900).
Questions about MONTLAKE FUTURES FUND
- What is the EIN of MONTLAKE FUTURES FUND?
- The employer identification number (EIN) of MONTLAKE FUTURES FUND is 87-3396900.
- Is MONTLAKE FUTURES FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to MONTLAKE FUTURES FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTLAKE FUTURES FUND 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 MONTLAKE FUTURES FUND 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 MONTLAKE FUTURES FUND 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 MONTLAKE FUTURES FUND?
- The 990 for the year ended June 30, 2025 names GERALD SWANSON.
- Who are the officers and directors of MONTLAKE FUTURES FUND?
- The 990 for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $319,053 (ANDREW MINEAR, EXECUTIVE DIRECTOR).
- How much revenue does MONTLAKE FUTURES FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $44,347,088, expenses of $44,382,463 and total assets of $233,276 at year end.
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