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.
76¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · 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
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
7 mo
of spending, in cash
Plus $8.2M in investments, Pt X · Ln 11–13
Looks good: 7.4 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
$74K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 11 voting members
Looks good: 7 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$154K
-97% vs prior year
Spent
$469K
To programs
76%
Net assets
$18.1M
By yearFY2020–FY2024
Revenue
$154K
FY2022▼ -97%
Tap a bar for its year
Revenue by fiscal year
FY2020$776K
FY2021$4.4M
FY2022$154K
FY2023$1.5M
FY2024$1.2M
Expenses
$469K
FY2022▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$385K
FY2021$435K
FY2022$469K
FY2023$423K
FY2024$527K
Net assets
$18.1M
FY2022▼ -10%
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 FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

76 cents of each dollar spent went to programs.

Program services 76% · $358K Management & general 16% · $73K Fundraising 8% · $37K

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
Director
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
Secretary-Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$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 · $358K · in their own filed words · FY2022
01

Agricultural Operations

Consistent with the mission and goals of the foundation, we continued to operate the ranch for agricultural purposes, including hay production and cattle grazing. Hay and pasture were sold at market rates to generate income and offset operating expenses.

$344Kprogram expense
02

Research and Demonstration

No new projects commenced in 2022. Monitoring and maintenance continued on existing projects including the restoration of clear creek, the heritage apple orchard, pollinator plantings, wetland developments and soil health trials. Multiple groups visited the ranch to view one or more of the existing research and demonstration projects.

$14Kprogram expense
03

Outreach and Education

The foundation continued to contract with ranch resources to provide a full-time outreach coordinator. The coordinator met with hundreds of guests providing outreach and education services including ranch tours, educational events, workshops and meetings, school group events and managed recreational access for fishing and hunting.

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 FY2022 990, line by line.

1The main four
Money inPt VIII
$154K
Ln 12
Gifts and grantsLn 1h$260K
Investment incomeLn 3$227K
Fees for servicesLn 2g$171K
Money outPt IX
$469K
Ln 25
Programscol B$358K
Managementcol C$73K
Fundraisingcol D$37K
Owns and owesPt X
$18.1M
net assets · Ln 32
Cash and savingsLn 1–2$288K
Total assetsLn 16$18.2M
LiabilitiesLn 26$74K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$260K
Noncash giftsLn 1g$11K
Fees for servicesLn 2g$171K
Investment incomeLn 3$227K
Gains on assetsLn 7−$508K
Total revenueLn 12$154K
Assets in detailPt X, end of year
CashLn 1$288K
Cash and savings togetherLn 1–2$288K
InvestmentsLn 11–13$8.2M
Land, buildings, equipmentLn 10c$9.5M
Other assetsLn 15$9K
Total assetsLn 16$18.2M
LiabilitiesLn 26$74K
Net assetsLn 32$18.1M
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 FY22End FY22
Cash and savingsLn 1–2$381K$288K
InvestmentsLn 11–13$10.2M$8.2M
Land, buildings, equipmentLn 10c$9.6M$9.5M
Total assetsLn 16$20.2M$18.2M
LiabilitiesLn 26$104K$74K
Net assetsLn 32$20.1M$18.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$20K$20K
Management feesLn 11a$167K$95K$48K$25K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$21K$21K
Office expensesLn 13$13K$13K
TravelLn 17$2K$1K$943
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$78K$73K$5K
InsuranceLn 23$17K$16K$2K
Other expenses (24a–d)Ln 24$99K$99K$530
All other expensesLn 24e$47K$33K$2K$13K
Total functional expensesLn 25$469K$358K$73K$37K

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 Viewing $154K$469K−$315K$18.1M 990 PDF
FY2021 $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 FY2022 990 (6 parts)
Part I · Summary $153,725 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $904,666$260,482
I-9 Program service revenuePrior year $83,427$171,049
I-10 Investment incomePrior year $3,423,965−$280,436
I-11 Other revenuePrior year $24,635$2,630
I-12 Total revenuePrior year $4,436,693$153,725
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $18,033$19,649
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $416,491$448,867
I-18 Total expensesPrior year $434,524$468,516
I-19 Revenue less expensesPrior year $4,002,169−$314,791
Part VI · Governance 7 of 11 board members independent, 2 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members7
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 $153,725 across 8 lines filed
VIII-1f All other contributions, gifts and grants$260,482
VIII-1g Noncash contributions (included above)$10,879
VIII-1h Total contributions, gifts and grants$260,482
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $171,049$171,049
VIII-3 Investment incomeExcluded from tax $227,318$227,318
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$507,754−$507,754
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,630$2,630
VIII-12 Total revenueRelated to mission $173,679 · Unrelated business $0 · Excluded from tax −$280,436$153,725
Part IX · Statement of functional expenses $468,516 across 11 lines filed
IX-7 Other salaries and wagesPrograms $19,649$19,649
IX-11a Management feesPrograms $94,505 · Management $48,440 · Fundraising $24,518$167,463
IX-11c Accounting feesManagement $2,369$2,369
IX-11g Other fees for servicesPrograms $20,648$20,648
IX-13 Office expensesManagement $12,636$12,636
IX-17 TravelPrograms $1,411 · Management $943$2,354
IX-20 InterestPrograms $2,288$2,288
IX-22 Depreciation, depletion and amortizationPrograms $72,847 · Management $5,079$77,926
IX-23 InsurancePrograms $15,641 · Management $1,710$17,351
IX-24 Other expenses (24a–d)Programs $98,554 · Management $530$99,084
IX-24e All other expensesPrograms $32,538 · Management $1,542 · Fundraising $12,668$46,748
IX-25 Total functional expensesPrograms $358,081 · Management $73,249 · Fundraising $37,186$468,516
Part X · Balance sheet $18,151,125 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $380,948$287,785
X-4 Accounts receivableStart of year $11,229$168,999
X-10c Land, buildings and equipment, netStart of year $9,588,172$9,524,382
X-11 Publicly traded securitiesStart of year $10,239,665$8,160,861
X-15 Other assetsStart of year $7,348$9,098
X-16 Total assetsStart of year $20,229,112$18,151,125
X-17 Accounts payable and accrued expensesStart of year $18,820$17,268
X-26 Total liabilitiesStart of year $103,762$74,151
X-27 Net assets without donor restrictionsStart of year $1,564,007$1,618,231
X-28 Net assets with donor restrictionsStart of year $18,561,343$16,458,743
X-32 Total net assets or fund balancesStart of year $20,125,350$18,076,974
X-33 Total liabilities and net assetsStart of year $20,229,112$18,151,125
Part XI · Reconciliation of net assets $18,076,974 net assets at year end
XI-1 Total revenue$153,725
XI-2 Total expenses$468,516
XI-3 Revenue less expenses−$314,791
XI-4 Net assets at start of year$20,125,350
XI-5 Net unrealized gains (losses) on investments−$1,733,822
XI-8 Prior period adjustments$237
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$18,076,974

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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