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.
73¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
5 mo
of spending, in cash
Plus $9.6M in investments, Pt X · Ln 11–13
Looks good: 4.8 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
$18K
0.09% 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
$1.5M
+884% vs prior year
Spent
$423K
To programs
73%
Net assets
$19.4M
By yearFY2020–FY2024
Revenue
$1.5M
FY2023▲ +884%
Tap a bar for its year
Revenue by fiscal year
FY2020$776K
FY2021$4.4M
FY2022$154K
FY2023$1.5M
FY2024$1.2M
Expenses
$423K
FY2023▼ -10%
Tap a bar for its year
Expenses by fiscal year
FY2020$385K
FY2021$435K
FY2022$469K
FY2023$423K
FY2024$527K
Net assets
$19.4M
FY2023▲ +7%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 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

73 cents of each dollar spent went to programs.

Program services 73% · $310K Management & general 18% · $77K Fundraising 9% · $36K

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

Something off? Claim to add context

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 →

On this list? Claim this org

Something off? Claim to add context

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.

Questions for Ruby Habitat Foundation

Tap to ask. Ruby Habitat Foundation sees how many people are interested.

Your first name shows with your question. Ruby Habitat Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $310K · in their own filed words · FY2023
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.

$296Kprogram expense
02

Research and demonstration in line with our conservation demonstration goals, we commenced the planning and design phase of the cattail creek restoration project. Monitoring and maintenance continued on existing projects including the restoration of clear creek, the heritage apple orchard, pollinator plantings, wetland developments and…

$12Kprogram 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.

$2Kprogram expense

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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Investment incomeLn 3$1.1M
Gifts and grantsLn 1h$250K
Fees for servicesLn 2g$191K
Money outPt IX
$423K
Ln 25
Programscol B$310K
Managementcol C$77K
Fundraisingcol D$36K
Owns and owesPt X
$19.4M
net assets · Ln 32
Cash and savingsLn 1–2$169K
Total assetsLn 16$19.4M
LiabilitiesLn 26$18K
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$250K
Noncash giftsLn 1g$1K
Fees for servicesLn 2g$191K
Investment incomeLn 3$1.1M
Other incomeLn 4–11$1K
Gains on assetsLn 7$640K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$169K
Cash and savings togetherLn 1–2$169K
InvestmentsLn 11–13$9.6M
Land, buildings, equipmentLn 10c$9.5M
Other assetsLn 15$9K
Total assetsLn 16$19.4M
LiabilitiesLn 26$18K
Net assetsLn 32$19.4M
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 FY23End FY23
Cash and savingsLn 1–2$288K$169K
InvestmentsLn 11–13$8.2M$9.6M
Land, buildings, equipmentLn 10c$9.5M$9.5M
Total assetsLn 16$18.2M$19.4M
LiabilitiesLn 26$74K$18K
Net assetsLn 32$18.1M$19.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$6K$6K
Payroll taxesLn 10$537$537
Management feesLn 11a$178K$104K$50K$23K
Accounting feesLn 11c$6K$6K
Other fees for servicesLn 11g$15K$15K
Office expensesLn 13$10K$10K
TravelLn 17$2K$2K$457
InterestLn 20$1K$1K
Depreciation, depletion and amortizationLn 22$78K$73K$5K
InsuranceLn 23$19K$17K$2K
Other expenses (24a–d)Ln 24$67K$53K$847$13K
All other expensesLn 24e$41K$38K$3K
Total functional expensesLn 25$423K$310K$77K$36K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$527K$639K$20.4M 990 PDF
FY2023 Viewing $1.5M$423K$1.1M$19.4M 990 PDF
FY2022 $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

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,513,017 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $260,482$250,448
I-9 Program service revenuePrior year $171,049$191,444
I-10 Investment incomePrior year −$280,436$1,070,080
I-11 Other revenuePrior year $2,630$1,045
I-12 Total revenuePrior year $153,725$1,513,017
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 $19,649$6,652
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $448,867$416,537
I-18 Total expensesPrior year $468,516$423,189
I-19 Revenue less expensesPrior year −$314,791$1,089,828
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 $1,513,017 across 8 lines filed
VIII-1f All other contributions, gifts and grants$250,448
VIII-1g Noncash contributions (included above)$1,237
VIII-1h Total contributions, gifts and grants$250,448
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $191,444$191,444
VIII-3 Investment incomeExcluded from tax $430,045$430,045
VIII-7 Net gain or loss on sales of assetsExcluded from tax $640,035$640,035
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,045$1,045
VIII-12 Total revenueRelated to mission $192,489 · Unrelated business $0 · Excluded from tax $1,070,080$1,513,017
Part IX · Statement of functional expenses $423,189 across 12 lines filed
IX-7 Other salaries and wagesPrograms $6,115$6,115
IX-10 Payroll taxesPrograms $537$537
IX-11a Management feesPrograms $104,474 · Management $49,976 · Fundraising $23,308$177,758
IX-11c Accounting feesManagement $5,959$5,959
IX-11g Other fees for servicesPrograms $14,778$14,778
IX-13 Office expensesManagement $9,795$9,795
IX-17 TravelPrograms $1,662 · Management $457$2,119
IX-20 InterestPrograms $1,175$1,175
IX-22 Depreciation, depletion and amortizationPrograms $72,793 · Management $5,098$77,891
IX-23 InsurancePrograms $17,314 · Management $1,779$19,093
IX-24 Other expenses (24a–d)Programs $53,433 · Management $847 · Fundraising $13,135$67,415
IX-24e All other expensesPrograms $37,612 · Management $2,942$40,554
IX-25 Total functional expensesPrograms $309,893 · Management $76,853 · Fundraising $36,443$423,189
Part X · Balance sheet $19,400,668 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $287,785$169,036
X-4 Accounts receivableStart of year $168,999$142,251
X-10c Land, buildings and equipment, netStart of year $9,524,382$9,502,020
X-11 Publicly traded securitiesStart of year $8,160,861$9,578,263
X-15 Other assetsStart of year $9,098$9,098
X-16 Total assetsStart of year $18,151,125$19,400,668
X-17 Accounts payable and accrued expensesStart of year $17,268$18,004
X-26 Total liabilitiesStart of year $74,151$18,004
X-27 Net assets without donor restrictionsStart of year $1,618,231$2,073,157
X-28 Net assets with donor restrictionsStart of year $16,458,743$17,309,507
X-32 Total net assets or fund balancesStart of year $18,076,974$19,382,664
X-33 Total liabilities and net assetsStart of year $18,151,125$19,400,668
Part XI · Reconciliation of net assets $19,382,664 net assets at year end
XI-1 Total revenue$1,513,017
XI-2 Total expenses$423,189
XI-3 Revenue less expenses$1,089,828
XI-4 Net assets at start of year$18,076,974
XI-5 Net unrealized gains (losses) on investments$215,862
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,382,664

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.