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Nonprofit · EIN 93-3037949

ZERO TO FIVE MONTANA

Tax-exempt · HELENA, MT 59601

Financials

$2.6M$2.5M2024$5.2M$4.1M2025
Revenue Expenses · by fiscal year end
Financials of ZERO TO FIVE MONTANA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,218,606$4,072,194$1,146,412$1,599,491$328,810$1,270,681
December 31, 2024990$2,621,021$2,496,782$124,239$1,559,504$1,435,235$124,269
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,185,612
of which government grants
$3,179,017
Program service revenue
$0
Investment income
$0
Other revenue
$32,994

Expenses

Grants and similar amounts paid
$1,983,500
Compensation of officers, directors and key employees
$214,961
Other salaries and wages
$871,610
Salaries, compensation and benefits (total)
$1,302,192
Professional fundraising fees
$0
Legal fees
$1,670
Accounting fees
$71,100
Occupancy
$38,431
Travel
$63,792
Program services (functional)
$3,391,911
Management and general (functional)
$634,927
Fundraising (functional)
$45,356

Balance sheet and other

Total assets, start of year
$1,559,504
Total assets, end of year
$1,599,491
Total liabilities, end of year
$328,810
Net assets, end of year
$1,270,681
Net assets without donor restrictions
$1,070,681
Net assets with donor restrictions
$200,000
Gross receipts
$5,218,606
Employees
16
Volunteers
4
Year formed
2023
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.

NameTitleHours / weekCompensationOther / benefits
CAITLIN JENSENExecutive Dir.
Officer
40$119,591$4,239
NORILINA HARVELDir. Operations
Officer
40$85,186$21,866
JIM FITZGERALDPresident
Trustee or director, Officer
1$0$0
DENISE INCORONATOVice President
Trustee or director, Officer
1$0$0
JENNA RHOADSSecretary
Trustee or director, Officer
1$0$0
KRYSTAL STEWARTfinance chair
Trustee or director
1$0$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensationOther / benefits
CAITLIN JENSENExecutive Dir.
Officer
40$95,129$5,371
JIM FITZGERALDPresident
Trustee or director, Officer
1$0$0
DENISE INCORONATOVice President
Trustee or director, Officer
1$0$0
JENNA RHOADSSecretary
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
7 W 6TH AVE STE 504, HELENA, MT 59601-5036
In care of
% CAITLIN JENSEN
Principal officer (990 for 2025)
CAITLIN JENSEN, 7 W 6TH AVE 504, HELENA, MT 59601
Signed the 990
CAITLIN JENSEN, Executive Director
Phone
(406) 513-1115
Return prepared by
Carver Florek & James LLC

Mission

Zero to Five Montanas mission is to work for our children, for our future. Our promise is to stabilize, innovate, and build the early childhood system so Montana families and communities can thrive. We are a statewide early childhood organization, focused on increasing access to early care and education, supporting and strengthening families, uplifting voices, and empowering small businesses and communities to best support families with young children. We are nonpartisan and focused on solutions that work toward a Montana dedicated to every child.

990 for the year ended December 31, 2025

Program accomplishments

  • At Zero to Five Montana, we work to merge policy and achievable solutions to enhance Montanas early childhood system. We recognize that meaningful change is achieved through concrete, collaborative actions aligned with long-term policy goals, adapting to the evolving needs of children and families across our state. We build momentum through grassroots advocacy, storytelling, and strategic collaboration at the community, state, tribal, and national levels. With nearly 1,000 local partnersincluding parents, providers, businesses, educators, and community coalitionswe are advancing a long-term movement for greater value and investment in early childhood. Our strong relationships with national, state, and local partners enable us to provide a well-informed perspective on a broad range of early childhood issues. As a convenor, connector, and communicator we drive a collective movement toward a shared vision for Montanas children and families. Our key objectives include: Convener: Facilitate strategies to advance early childhood priorities including leading coalitions such as the Montana Early Learning Alliance, the Montana Early Childhood Tribal Coalition, the Strong Start Alliance, and Montanas Early Childhood Network.Collaborator: Prioritize relationship-building across all aspects of our work. Through grassroots and grasstops strategies, we offer policy guidance, advocacy support, and capacity-building resources, including technical assistance, education, and trainings-working closely with local early childhood coalitions and supporting parent peer support groups in communities.Communicator: Serve as a trusted resource for policymakers and stakeholders by providing policy research, issue briefs, expert consultation, polling data, and compelling stories from across Montana. We ensure data and lived experiences are central to our messaging.Montana Child Care Business Connect (MCCBC), a program of Zero to Five Montana, is a statewide hub for child care business development and innovation. MCCBC was launched from American Rescue Plan Act (ARPA) funding through a competitive Montana Department of Public Health and Human Services (DPHHS) grant awarded in May 2022. This program is currently funded by the DPHHS through a Child Care Development Fund (CCDF) Business Supports Contract. MCCBC supports new and expanding child care providers, employers, and community initiatives to stabilize and grow Montanas early childhood system. Through peer mentoring, individual consultations, professional development, and a business focused online resource hub, child care business owners gain essential business skills. MCCBC also supports shared services for providers to access, including virtual care services. In 2025, MCCBC led to tangible outcomes for programs within the child care sector that engaged in the free services offered:New child care businesses: 7 new child care program starts, and 3 child care program expansions supportedIncreased child care capacity: Support services contributed to 155 new child care slotsEnhanced business knowledge: 57 professional development opportunities offered, with 31 home-based providers graduating from an intensive 10-week business focused series. 50 programs were supported through 2024 and 2025 in a Workforce Recruitment and Retention initiative where program leaders received technical assistance, resources, training, and support to develop, implement, and plan sustainability for effective recruitment and retention practices.Access to shared services: In 2025, 26 programs supported their staff by enrolling in AllyHealth Virtual Care services.Community focused work: 88 total community training and technical assistance meetings facilitated across multiple communities.By equipping child care business entrepreneurs with the tools to succeed, MCCBC has helped increase access to child care for Montana families and supported child care businesses to be more sustainable.MCCBC also supports community-led initiatives aimed at increasing the supply of early care and education slots and growing a robust early childhood system. The team offers ongoing, one-on-one, customizable technical assistance and training related to early childhood community development. Additionally, MCCBC facilitates an annual Community Child Care Capacity Building Cohort, prioritizing peer learning through the foundational stages of collaborative action. This model guides community groups through team building, data collection and analysis, solution-focused discussions, action planning, and more.Family Forward Montana In 2025, Zero to Five Montana advanced its Family Forward Montana initiative to support employer adoption of family-friendly workplace practices that improve retention and workforce stability. The program provided technical assistance, toolkits, and guidance to employers implementing policies such as flexible scheduling, paid leave, and employer-sponsored child care benefits.Family Forward Montana joined the Best Place for Working Parents network, giving employers access to an online self-assessment of ten research-backed policies and the opportunity to earn a real-time designation recognizing implementation of family-friendly practices. In 2025, 22 employers received the Best Place for Working Parents designation.To address workforce challenges related to child care, Zero to Five Montana, in partnership with the Montana Department of Public Health and Human Services Bright Futures Birth to Five Program, administered approximately $2 million in employer-sponsored child care grants. In 2025, 28 employers received subawards to implement solutions including tuition assistance, dependent care benefits, reserved child care slots, and onsite or near-site care.These efforts benefited an estimated 230 employees (estimate) by increasing access to child care and reducing barriers to workforce participation.The programs short-term objective is increasing employer adoption of family-friendly policies; its long-term objective is statewide implementation to strengthen Montanas workforce and economy.
    Expenses $3,391,911

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-3037949
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
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P01)
Assets (IRS master file)
$1,599,491
Income (IRS master file)
$5,218,606

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$5,218,606$4,072,194$1,599,491XML
990December 2024$2,621,021$2,496,782$1,559,504XML
990December 2023$30$0$550,030IRS

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 93-3037949).

Questions about ZERO TO FIVE MONTANA

What is the EIN of ZERO TO FIVE MONTANA?
The employer identification number (EIN) of ZERO TO FIVE MONTANA is 93-3037949.
Is ZERO TO FIVE MONTANA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to ZERO TO FIVE MONTANA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ZERO TO FIVE MONTANA 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 ZERO TO FIVE MONTANA 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 ZERO TO FIVE MONTANA 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 ZERO TO FIVE MONTANA?
The 990 for the year ended December 31, 2025 names CAITLIN JENSEN.
Who are the officers and directors of ZERO TO FIVE MONTANA?
The 990 for the year ended December 31, 2025 lists 6 people; 2 received compensation from the organization, the highest $119,591 (CAITLIN JENSEN, Executive Dir.).
How much revenue does ZERO TO FIVE MONTANA have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,218,606, expenses of $4,072,194 and total assets of $1,599,491 at year end.

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