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Montana Academy Foundation

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$209k (2022)

Expenses
$209k (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$209,060
Expenses
$209,060
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,282
1.6%
Program Services $8,529
4.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $2,200
1.1%
Net Fundraising $0
Sales of Assets $195,049
93.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $57,806
27.7%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joseph A Ramirez (Treasurer) $0 $0 $0
Dennis Hartzell (Chair) $0 $0 $0
Rhonda Friedman (Past Chair) $0 $0 $0
Tom Kellerman (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Thomas Bertolli (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,966,286
Expenses
$4,588,216
Net Income
-$1,621,930
Net Assets
-$604,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,334
1.1%
Program Services $2,933,849
98.9%
Investment Income $103
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,704,829
59.0%
Assets/Debt
Total Assets $879,551
Total Liabilities $1,484,038
Net Assets -$604,487
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David Srere (Director) $0 $0 $0
Thomas Bertolli (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Patricia Phelan (Director) $0 $0 $0
Amy Eller (Director) $0 $0 $0
Tom Kellerman (Director) $0 $0 $0
John Whittle (Secretary) $0 $0 $0
Rhonda Friedman (Past Chair) $0 $0 $0
Dennis Hartzell (Chair) $0 $0 $0
Joseph A Ramirez (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,281,079
Expenses
$3,674,959
Net Income
$606,120
Net Assets
$1,017,443
Notable Sources of Revenue Percent of Total Revenue
Contributions $892,701
20.9%
Program Services $3,388,347
79.1%
Investment Income $31
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,243,902
61.1%
Assets/Debt
Total Assets $2,923,744
Total Liabilities $1,906,301
Net Assets $1,017,443
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gretchen Boyer (Director) $0 $0 $0
David Srere (Director) $0 $0 $0
Elizabeth Kohlstaedt (Director) $0 $0 $0
John Whittle (Director) $0 $0 $0
Thomas Bertolli (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Patricia Phelan (Director) $0 $0 $0
Amy Eller (Director) $0 $0 $0
Tom Kellerman (Secretary) $0 $0 $0
Rhonda Friedman (President) $0 $0 $0
Dennis Hartzell (Vice President) $0 $0 $0
Joseph Ramirez (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$163,571
Expenses
$185,901
Net Income
-$22,330
Net Assets
$411,323
Notable Sources of Revenue Percent of Total Revenue
Contributions $163,510
100.0%
Program Services $0
Investment Income $61
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $411,323
Total Liabilities $0
Net Assets $411,323
Compensation
Key Employees and Officers Compensation Other
Dennis Hartzell (Executive Dir.) $39,166 $0
Amy Zink (Secretary) $0 $0
Tom Kellerman (Director) $0 $0
John Mckinnon (Director) $0 $0
Elizabeth Kohlstaedt (Director) $0 $0
John Santa (Treasurer) $0 $0
Rhonda Friedman (President & Ceo) $0 $0
Tom Bertolli (Vice President) $0 $0
Christina Dawson (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,313
Expenses
$306,864
Net Income
-$227,551
Net Assets
$433,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,313
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $433,653
Total Liabilities $0
Net Assets $433,653
Compensation
Key Employees and Officers Compensation Other
Dennis Hartzell (Executive Dir.) $54,167 $0
Amy Zink (Secretary) $0 $0
Tom Kellerman (Director) $0 $0
John Mckinnon (Director) $0 $0
Elizabeth Kohlstaedt (Director) $0 $0
John Santa (Treasurer) $0 $0
Rhonda Friedman (President & Ceo) $0 $0
Tom Bertolli (Vice President) $0 $0
Christina Dawson (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,171
Expenses
$148,180
Net Income
-$52,009
Net Assets
$661,204
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,486
92.0%
Program Services $7,685
8.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,862
30.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $661,204
Total Liabilities $0
Net Assets $661,204
Compensation
Key Employees and Officers Compensation Related Other
Dennis Hartzell (Executive Dir.) $44,862 $0 $0
Tom Kellerman (Director) $0 $0 $0
John Mckinnon (Director) $0 $0 $0
Elizabeth Kohlstaedt (Director) $0 $0 $0
Peter Banys (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Amy Zink (Secretary) $0 $0 $0
John Santa (Treasurer) $0 $0 $0
Rhonda Friedman (President & Ceo) $0 $0 $0
Tom Bertolli (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,019
Expenses
$67,114
Net Income
$3,905
Net Assets
$713,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,019
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $713,213
Total Liabilities $0
Net Assets $713,213
Compensation
Key Employees and Officers Compensation Related Other
Tom Kellerman (Director) $0 $0 $0
John Mckinnon (Director) $0 $0 $0
Audrey Carlson (Director) $0 $0 $0
Peter Banys (Director) $0 $0 $0
Rhonda Friedman (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Amy Zink (Secretary) $0 $0 $0
John Santa (Treasurer) $0 $0 $0
Tom Bertolli (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,300
Expenses
$63,957
Net Income
-$3,657
Net Assets
$709,308
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,300
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $709,308
Total Liabilities $0
Net Assets $709,308
Compensation
Key Employees and Officers Compensation Related Other
Tom Kellerman (Director) $0 $0 $0
John Mckinnon (Director) $0 $0 $0
Peter Banys (Director) $0 $0 $0
Rhonda Friedman (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Amy Zink (Secretary) $0 $0 $0
Audrey Carlson (Treasurer) $0 $0 $0
Tom Bertolli (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$263,200
Expenses
$97,999
Net Income
$165,201
Net Assets
$712,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $263,200
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $712,965
Total Liabilities $0
Net Assets $712,965
Compensation
Key Employees and Officers Compensation Related Other
John Mckinnon (Director) $0 $0 $0
Audrey Carlson (Director) $0 $0 $0
Peter Banys (Director) $0 $0 $0
Rhonda Friedman (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Amy Zink (Secretary) $0 $0 $0
Tom Kellerman (President) $0 $0 $0
Cindy Burgdorf (Treasurer) $0 $0 $0
Tom Bertolli (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,875
Expenses
$40,330
Net Income
$33,545
Net Assets
$547,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,875
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $547,764
Total Liabilities $0
Net Assets $547,764
Compensation
Key Employees and Officers Compensation Related Other
John Mckinnon (Director) $0 $0 $0
Audrey Carlson (Director) $0 $0 $0
Peter Banys (Director) $0 $0 $0
Rhonda Friedman (Director) $0 $0 $0
John Kirkwood (Director) $0 $0 $0
Christina Dawson (Director) $0 $0 $0
Amy Zink (Secretary) $0 $0 $0
Tom Kellerman (President) $0 $0 $0
Cindy Burgdorf (Treasurer) $0 $0 $0
Tom Bertolli (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,855
Expenses
$51,383
Net Income
$29,472
Net Assets
$514,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,855
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $514,219
Total Liabilities $0
Net Assets $514,219

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,598
Expenses
$81,532
Net Income
$130,066
Net Assets
$484,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $211,665
> 100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$67
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $484,747
Total Liabilities $0
Net Assets $484,747

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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