Montana Fiduciary Management Inc in Bozeman, Montana (MT)
Table of contents:
| Montana Fiduciary Management Inc | |
| Employer Identification Number (EIN) | 205010474 |
| Name of Organization | Montana Fiduciary Management Inc |
| In Care of Name | Rhea Papke |
| Address | 2245 W Koch Suite G, Bozeman, MT 59718 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2007 |
| Deductibility | Contributions are deductible |
| Foundation | Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 2010 |
| Assets | $1 to $9,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $4,864 |
| Amount of Income | $49,085 |
| Form 990 Revenue Amount | $49,085 |
| National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Services to Promote the Independence of Specific Populations |
Non-representatives - add comments:
Amount of income in 2010: $49,085 (it was $49,085 in 2013)
| This organization: | $49,085 |
| Other organizations performing similar types of work: | $87,071 |
Assets in 2010: $4,864 (it was $4,864 in 2013)
| Montana Fiduciary Management Inc: | $4,864 |
| Other organizations performing similar types of work: | $45,697 |
Expenses in 2013: $49,895
| This organization: | $49,895 |
| Other organizations performing similar types of work: | $79,916 |
Income to expenses ratio in 2013: 1.0
| This organization: | 1.0 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2013: 0.0%
| Montana Fiduciary Management Inc: | 0.0% |
| Other organizations performing similar types of work: | 93.5% |
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $37,435 | $51,323 | $49,085 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $37,435 | $51,323 | $49,085 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $0 | $0 | $0 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $40,446 | $45,313 | $49,895 |
| Total net assets | $-1,944 | $4,065 | $3,255 |
| Excess/Deficit for the year | $-3,011 | $6,010 | $-810 |
| Net assets or fund balances at beginning of year | $1,067 | $-1,945 | $4,065 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $4,065 | $3,255 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $938 | $5,215 | $4,864 |
| Total liabilities | $2,882 | $1,150 | $1,609 |
| Net assets or fund balances | $-1,944 | $4,065 | $3,255 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $209,817 |
| Subtotal | $209,817 |
| Gifts, grants, contributions, and membership fees received | $4,400 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $205,417 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $209,817 |
| Public support | $209,817 |
| Subtotal | $0 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $0 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
Namdroling in Bozeman, MT
 |
| Dearborn Meadows Land Owners Association in Great Falls, MT |
Help For Homeless Pets Inc in Billings, MT
 |
|
Coats For Kids Inc in Kalispell, MT
|
|
Friends Of The Shelter in Missoula, MT
|
| International Fellowship Of Ministries, Victory In Christ Ministries in Missoula, MT |
|
Granite Spay Neuter Project in Hall, MT
|
|
The Cantlon Family Youth Home in Polson, MT
|
|
Shepherds Hand Free Clinic in Whitefish, MT
|
|
Womens Resource Center Of Dillon in Dillon, MT
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Washington Area Womens Foundation Inc | 1331 H St Nw Ste 1000, Washington, DC 20005-4745 | DC | 1997-09 | $2,978,690 |
| 2 | Western Montana Chapter For The Prevention Of Elder Abuse | PO BOX 17800, Missoula, MT 59808-7800 | MT | 2001-04 | $300,297 |
| 3 | St Francis Senior Resources | 210 Cirque Dr, Bozeman, MT 59718-9315 | MT | 2007-08 | $160,881 |
| 4 | K9 Care Montana | 11 T Heart Ranch Lane, Philipsburg, MT 59858 | MT | 2010-05 | $64,564 |
| 5 | Western Montana Scottish Rite Foundation | 2805 Tivoli Way, Missoula, MT 59802-3382 | MT | 1997-07 | $45,668 |
| 6 | Boyd Senior Citizens | PO BOX 127, Roundup, MT 59072-0127 | MT | 2010-10 | $23,366 |
| 7 | Women Against Breast Cancer | PO BOX 1945, Great Falls, MT 59403-1945 | MT | 2010-05 | $19,843 |
| 8 | Flathead Valley Bridge Center | PO BOX 3356, Kalispell, MT 59903-3356 | MT | 2013-11 | $100 |
| 9 | Amputee First Step Inc | 211 Dupuyer Ave, Valier, MT 59486 | MT | 2012-04 | $0 |
| 10 | Augusta Senior Citizen Organization Of Augusta Mt 59436 | P O Box 21, Augusta, MT 59410-0455 | MT | 2008-04 | $0 |
| 11 | Autism Family Resources | P O Box 595, Victor, MT 59875 | MT | 2007-06 | $0 |
| 12 | Center Pole | 3391 Garryowen Road, Garryowen, MT 59031 | MT | 2012-06 | $0 |
| 13 | Changing Faces, Janelle Morris | 518 Countryman Creek Rd, Columbus, MT 59019 | MT | 2010-09 | $0 |
| 14 | Compass For Montana Youth | 1802 University Street, Helena, MT 59601 | MT | 2000-08 | $0 |
| 15 | Courageous Leadership Consortium | 481 Claffey Drive, Polson, MT 59860 | MT | 2005-01 | $0 |
| 16 | Crow Indian Land Owners Association Inc | 821 N 27th St Ste 248, Billings, MT 59101-1116 | MT | 2003-04 | $0 |
| 17 | Eagle Watch Mobility Inc | 415 No Higgins 5, Missoula, MT 59802 | MT | 2000-06 | $0 |
| 18 | Epilepsy Association Of Montana, Bradley Davis | 400 15th Ave S Ste 206, Great Falls, MT 59405-4375 | MT | 2002-04 | $0 |
| 19 | Falling Through The Cracks Inc | 2070 Overland Ave Suite 101, Billings, MT 59102 | MT | 1998-02 | $0 |
| 20 | Goodfellows Club Llc | PO BOX 8867, Missoula, MT 59807 | MT | 2002-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 8,078 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Montana Fiduciary Management Inc »
Non-representatives - add comments about Montana Fiduciary Management Inc»