Montana History Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,245,319 | 491,397 | 753,922 | 118.7 | 44% |
| 2012 | 762,489 | 647,084 | 115,405 | 92.7 | 36% |
| 2013 | 1,547,507 | 944,854 | 602,653 | 71.1 | 28% |
| 2014 | 1,153,999 | 665,799 | 488,200 | 109.7 | 30% |
| 2015 | 955,026 | 601,209 | 353,817 | 128.6 | 23% |
| 2016 | 665,870 | 669,776 | −3,906 | 114.4 | 29% |
| 2017 | 1,309,571 | 1,113,859 | 195,712 | 72.9 | 19% |
| 2018 | 1,159,256 | 1,606,520 | −447,264 | 47.9 | 12% |
| 2019 | 952,744 | 759,421 | 193,323 | 105.8 | 27% |
| 2020 | 1,299,183 | 809,982 | 489,201 | 106.3 | 28% |
| 2021 | 1,170,117 | 753,187 | 416,930 | 135.9 | 35% |
| 2022 | 1,655,465 | 1,005,857 | 649,608 | 97.4 | 29% |
| 2023 | 1,576,959 | 1,436,158 | 140,801 | 73.2 | 26% |
In its most recent public year (2023), this organization brought in $140,801 more than it spent. Its reserves stood at about 73.2 months of spending, down from 118.7 in 2011. Staff pay was 26% of spending. $6,983,754 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Montana History Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works