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Community Development : Community Foundations

Montana Community Foundation

We Are Your Family, Friends and Neighbors. We are Montanans.

two stars

76.39

33 South Last Chance Gulch, Suite 2A Helena, MT 59601
tel: (406) 443-8313   Web Site
EIN: 81-0450150

Board Leadership
Laura Brehm
Board Chair

CEO
Mary K. Rutherford
President & Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 76.39 two stars
  Financial 67.59 one star
  Accountability & Transparency 92.00 four stars
This rating was published 07/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Montana Community Foundation's mission is to cultivate a culture of giving so Montana communities can flourish. We are all about Montana's future. Through the power of permanently endowed funds, we help people achieve their philanthropic goals and nonprofit organizations establish stable incomes to support their efforts. Since 1988, we have worked tirelessly to create permanent philanthropy and build stronger communities. Our work with donors, charitable organizations, cities and towns plays a critical role in both philanthropic and community development.

Montana Community Foundation's mission is to cultivate a culture of giving so Montana communities can flourish. We are all about Montana's future. Through the power of permanently endowed funds, we help people achieve their philanthropic goals and nonprofit organizations establish stable incomes to support their efforts. Since 1988, we have worked tirelessly to create permanent philanthropy and build stronger communities. Our work with donors, charitable organizations, cities and towns plays a critical role in both philanthropic and community development.

Impact Information

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This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

one star

67.59

Accountability & Transparency

four stars

92.00

This rating was published 07/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
63.6%
  Administrative Expenses 29.8%
  Fundraising Expenses 6.5%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 2.21
  Program Expenses Growth 6.9%
  Liabilities to Assets 16.5%
All data for Financial Performance Metrics calculations was provided by Montana Community Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Montana Community Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Montana Community Foundation (MT) 76.39 two stars
Community Foundation of Southeastern Massachusetts (MA) 90.15 four stars
Orange County Community Foundation (CA) 95.42 four stars
Community Foundation of Western Nevada (NV) 98.02 four stars
East Bay Community Foundation (CA) 93.44 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $11,725,624
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $11,725,624
   Program Service Revenue $1,342,372
Total Primary Revenue $13,067,996
   Other Revenue $51,781
TOTAL REVENUE $17,028,641
   
EXPENSES  
   Program Expenses $5,006,797
   Administrative Expenses $2,281,179
   Fundraising Expenses $513,218
TOTAL FUNCTIONAL EXPENSES $7,801,194
   
Payments to Affiliates $0
Excess (or Deficit) for the year $9,227,447
   
Net Assets $83,850,024

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants $5,006,797 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2020 76.39 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 81-0450150
Name in IRS Master File MONTANA COMMUNITY FOUNDATION INC
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (405) Loans or grants for minority businesses
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1988
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$169,556 2.17% Mary Rutherford CEO, President

Highly Rated

Charity Name & State Overall Score Overall Rating
Montana Community Foundation (MT) 76.39 two stars
Midland Area Community Foundation (MI) 95.04 four stars
Community Foundation of Howard County (IN) 87.01 three stars
Baltimore Community Foundation (MD) 85.17 three stars
The San Francisco Foundation (CA) 94.26 four stars

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Charity Contact Info

Montana Community Foundation
33 South Last Chance Gulch, Suite 2A
Helena, MT 59601
tel: (406) 443-8313
fax: (406) 442-0482
EIN: 81-0450150

Mail donations to:
P.O. Box 1145
Helena, MT 59624

Visit Web Site

Board Leadership

Laura Brehm
Board Chair

CEO

Mary K. Rutherford
President & Chief Executive Officer

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