The Ruby Habitat Foundation is dedicated to preserving and enhancing the natural resources and the social and economic makeup of the Ruby valley and southwest montana. See statement of detailed mission goals attached.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.2M a year · 72% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
10 mo
of spending, in cash
Plus $10.2M in investments, Pt X · Ln 11–13
Looks good: 10.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
10
named funders · $94K
Looks good: 10 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$104K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 10 voting members
Looks good: 6 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.4M
+471% vs prior year
Spent
$435K
To programs
84%
Net assets
$20.1M
By yearFY2020–FY2024
Revenue
$4.4M
FY2021▲ +471%
Tap a bar for its year
Revenue by fiscal year
FY2020$776K
FY2021$4.4M
FY2022$154K
FY2023$1.5M
FY2024$1.2M
Expenses
$435K
FY2021▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$385K
FY2021$435K
FY2022$469K
FY2023$423K
FY2024$527K
Net assets
$20.1M
FY2021▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$18.1M
FY2021$20.1M
FY2022$18.1M
FY2023$19.4M
FY2024$20.4M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $366K Management & general 10% · $42K Fundraising 6% · $27K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Executive Di
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Ruby Habitat Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves natural resources and enhances community well-being in Ruby Valley and Southwest Montana.

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3 programs · $366K · in their own filed words · FY2021
01

Early in 2011 the foundation was gifted the woodson ranch property. Consistent with the mission and goals of the foundation, we have undertaken to continue to operate the ranch for agricultural purposes, raising hay and grazing cattle. Hay and pasture are sold to generate income.

$353Kprogram expense
02

Practical research and demonstration projects continue on the property to demonstrate economic viability, agricultural sustainability and the coexistence of agricultural operations and wildlife values.

$14Kprogram expense
03

Tours and presentations of ongoing projects were conducted on the foundation property throughout the season, including numerous personal tours for small groups of 1-4 individuals to describe specific conservation practices. No large outreach tours were conducted for students from local schools or other community members in 2021.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 10 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.4M
Ln 12
Investment incomeLn 3$3.4M
Gifts and grantsLn 1h$905K
Fees for servicesLn 2g$83K
Money outPt IX
$435K
Ln 25
Programscol B$366K
Managementcol C$42K
Fundraisingcol D$27K
Owns and owesPt X
$20.1M
net assets · Ln 32
Cash and savingsLn 1–2$381K
Total assetsLn 16$20.2M
LiabilitiesLn 26$104K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$905K
Government grantsLn 1e$651K
Noncash giftsLn 1g$16K
Fees for servicesLn 2g$83K
Investment incomeLn 3$3.4M
Other incomeLn 4–11$25K
Gains on assetsLn 7$3.1M
Total revenueLn 12$4.4M
Assets in detailPt X, end of year
CashLn 1$381K
Cash and savings togetherLn 1–2$381K
InvestmentsLn 11–13$10.2M
Land, buildings, equipmentLn 10c$9.6M
Other assetsLn 15$7K
Total assetsLn 16$20.2M
LiabilitiesLn 26$104K
Net assetsLn 32$20.1M
OperationsPt I, VI
EmployeesI 51
VolunteersI 611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$321K$381K
InvestmentsLn 11–13$9.0M$10.2M
Land, buildings, equipmentLn 10c$8.9M$9.6M
Total assetsLn 16$18.5M$20.2M
LiabilitiesLn 26$401K$104K
Net assetsLn 32$18.1M$20.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$18K$18K
Management feesLn 11a$176K$126K$25K$24K
Accounting feesLn 11c$8K$942$7K
Other fees for servicesLn 11g$21K$21K
Advertising and promotionLn 12$29$29
Office expensesLn 13$8K$8K
Information technologyLn 14$751$751
TravelLn 17$921$921
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$18K$18K
Depreciation, depletion and amortizationLn 22$76K$72K$4K
InsuranceLn 23$14K$13K$1K
Other expenses (24a–d)Ln 24$66K$64K$2K
All other expensesLn 24e$27K$24K$3K
Total functional expensesLn 25$435K$366K$42K$27K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$527K$639K$20.4M 990 PDF
FY2023 $1.5M$423K$1.1M$19.4M 990 PDF
FY2022 $154K$469K−$315K$18.1M 990 PDF
FY2021 Viewing $4.4M$435K$4.0M$20.1M 990 PDF
FY2020 $776K$385K$392K$18.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,436,693 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $510,219$904,666
I-9 Program service revenuePrior year $88,932$83,427
I-10 Investment incomePrior year $166,864$3,423,965
I-11 Other revenuePrior year $10,457$24,635
I-12 Total revenuePrior year $776,472$4,436,693
I-13 Grants and similar amounts paidPrior year $1,500$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $18,414$18,033
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $364,636$416,491
I-18 Total expensesPrior year $384,550$434,524
I-19 Revenue less expensesPrior year $391,922$4,002,169
Part VI · Governance 6 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,436,693 across 10 lines filed
VIII-1e Government grants$650,567
VIII-1f All other contributions, gifts and grants$254,099
VIII-1g Noncash contributions (included above)$16,191
VIII-1h Total contributions, gifts and grants$904,666
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $83,427$83,427
VIII-3 Investment incomeRelated to mission $367,318$367,318
VIII-6 Net rental income or lossRelated to mission $20,375$20,375
VIII-7 Net gain or loss on sales of assetsRelated to mission $3,056,647$3,056,647
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,260$4,260
VIII-12 Total revenueRelated to mission $3,532,027$4,436,693
Part IX · Statement of functional expenses $434,524 across 14 lines filed
IX-7 Other salaries and wagesPrograms $18,033$18,033
IX-11a Management feesPrograms $126,354 · Management $24,770 · Fundraising $24,421$175,545
IX-11c Accounting feesPrograms $942 · Management $7,196$8,138
IX-11g Other fees for servicesPrograms $20,537$20,537
IX-12 Advertising and promotionPrograms $29$29
IX-13 Office expensesPrograms $7,959$7,959
IX-14 Information technologyPrograms $751$751
IX-17 TravelPrograms $921$921
IX-19 Conferences, conventions and meetingsFundraising $2,243$2,243
IX-20 InterestPrograms $17,575$17,575
IX-22 Depreciation, depletion and amortizationPrograms $72,342 · Management $4,068$76,410
IX-23 InsurancePrograms $12,799 · Management $1,300$14,099
IX-24 Other expenses (24a–d)Programs $63,787 · Management $1,728$65,515
IX-24e All other expensesPrograms $24,255 · Management $2,514$26,769
IX-25 Total functional expensesPrograms $366,284 · Management $41,576 · Fundraising $26,664$434,524
Part X · Balance sheet $20,229,112 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $320,537$380,948
X-4 Accounts receivableStart of year $29,385$11,229
X-8 Inventories for sale or useStart of year $1,750$1,750
X-10c Land, buildings and equipment, netStart of year $8,904,886$9,588,172
X-11 Publicly traded securitiesStart of year $9,028,155$10,239,665
X-15 Other assetsStart of year $7,348$7,348
X-16 Total assetsStart of year $18,493,541$20,229,112
X-17 Accounts payable and accrued expensesStart of year $289,089$18,820
X-26 Total liabilitiesStart of year $400,955$103,762
X-27 Net assets without donor restrictionsStart of year $940,474$1,564,007
X-28 Net assets with donor restrictionsStart of year $17,152,112$18,561,343
X-32 Total net assets or fund balancesStart of year $18,092,586$20,125,350
X-33 Total liabilities and net assetsStart of year $18,493,541$20,229,112
Part XI · Reconciliation of net assets $20,125,350 net assets at year end
XI-1 Total revenue$4,436,693
XI-2 Total expenses$434,524
XI-3 Revenue less expenses$4,002,169
XI-4 Net assets at start of year$18,092,586
XI-5 Net unrealized gains (losses) on investments−$1,969,405
XI-10 Net assets at end of year$20,125,350

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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