Little Bitterroot Services INC FY2023 filing

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To plan, develop, and operate a cost effective and comprehensive range of Services for persons with disabilities in areas of employment, community living and recreation.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$68K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $468K a year · 13% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$68K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
15 mo
of spending, in cash
Looks good: 15.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$175K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.4M
-3% vs prior year
Spent
$3.0M
To programs
91%
Net assets
$5.3M
By yearFY2021–FY2025
Revenue
$3.4M
FY2023▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2021$3.5M
FY2022$3.5M
FY2023$3.4M
FY2024$3.8M
FY2025$4.0M
Expenses
$3.0M
FY2023▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.9M
FY2022$2.9M
FY2023$3.0M
FY2024$3.4M
FY2025$3.6M
Net assets
$5.3M
FY2023▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2021$4.3M
FY2022$4.9M
FY2023$5.3M
FY2024$5.7M
FY2025$6.1M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1977.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $2.8M Management & general 9% · $264K

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

5 people listed on the 990; $68K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Dir.
$67,916Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Representative
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Shannon Benson$74,811$74,382$67,916$64,606$60,005

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides employment, community living, and recreation services for people with disabilities.

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Provided by the organization

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3 programs · $2.8M · in their own filed words · FY2022
01

Provide supportive services, residential services and employment services directly to consumers. Operation of a community home and living services. State payments from employment and residential services rendered are recorded on page 1 under contributions and grants.

$2.1Mprogram expense
02

Providing employment and job training in thrift stores and a grocery store. Proceeds from the sale of donated items are recorded as contributions on this tax return.

$614Kprogram expense
03

The gym provides recreational and integration opportunities for consumers within the community. The community is benefitted through the ability to purchase a low cost membership.

$33Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$3.4M
Ln 12
Gifts and grantsLn 1h$3.2M
Fees for servicesLn 2g$165K
Other incomeLn 4–11$59K
Money outPt IX
$3.0M
Ln 25
Programscol B$2.8M
Managementcol C$264K
Owns and owesPt X
$5.3M
net assets · Ln 32
Cash and savingsLn 1–2$3.8M
Total assetsLn 16$5.5M
LiabilitiesLn 26$175K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.2M
Government grantsLn 1e$2.9M
Noncash giftsLn 1g$242K
Fees for servicesLn 2g$165K
Investment incomeLn 3$10K
Other incomeLn 4–11$59K
Gains on assetsLn 7$0
Total revenueLn 12$3.4M
Assets in detailPt X, end of year
CashLn 1$3.3M
SavingsLn 2$464K
Cash and savings togetherLn 1–2$3.8M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.2M
Other assetsLn 15$0
Total assetsLn 16$5.5M
LiabilitiesLn 26$175K
Net assetsLn 32$5.3M
OperationsPt I, VI
EmployeesI 5104
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$242K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$3.9M$3.8M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$1.0M$1.2M
Total assetsLn 16$5.2M$5.5M
LiabilitiesLn 26$232K$175K
Net assetsLn 32$4.9M$5.3M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$89K$89K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.7M$1.7M$44K
Pension plan contributionsLn 8$15K$15K$165
Other employee benefitsLn 9$258K$249K$9K
Payroll taxesLn 10$139K$130K$9K
Management feesLn 11a$150K$61K$89K
Legal feesLn 11b$0
Accounting feesLn 11c$13K$13K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$92K$92K
Information technologyLn 14$124K$124K
RoyaltiesLn 15$0
OccupancyLn 16$118K$118K
TravelLn 17$15K$15K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$114K$114K
InsuranceLn 23$34K$23K$11K
Other expenses (24a–d)Ln 24$125K$125K
All other expensesLn 24e$15K$15K
Total functional expensesLn 25$3.0M$2.8M$264K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 14, 2025 $4.0M$3.6M$387K$6.1M 990 PDF
FY2024Filed with the IRS Nov 12, 2024 $3.8M$3.4M$343K$5.7M 990 PDF
FY2023 ViewingFiled with the IRS Oct 25, 2023 $3.4M$3.0M$396K$5.3M 990 PDF
FY2022Filed with the IRS Nov 15, 2022 $3.5M$2.9M$611K$4.9M 990 PDF
FY2021Filed with the IRS Nov 15, 2021 $3.5M$2.9M$603K$4.3M 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 M · Noncash O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $3,417,035 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,271,894$3,182,520
I-9 Program service revenuePrior year $146,086$165,013
I-10 Investment incomePrior year $3,174$10,401
I-11 Other revenuePrior year $102,569$59,101
I-12 Total revenuePrior year $3,523,723$3,417,035
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,170,227$2,217,874
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $742,546$803,099
I-18 Total expensesPrior year $2,912,773$3,020,973
I-19 Revenue less expensesPrior year $610,950$396,062
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,417,035 across 11 lines filed
Lines not itemized here account for $59,101 of total revenue; see the IRS return.
VIII-1e Government grants$2,944,273
VIII-1f All other contributions, gifts and grants$238,247
VIII-1g Noncash contributions (included above)$242,456
VIII-1h Total contributions, gifts and grants$3,182,520
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $165,013$165,013
VIII-3 Investment incomeExcluded from tax $10,401$10,401
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $165,013 · Unrelated business $59,101 · Excluded from tax $10,401$3,417,035
Part IX · Statement of functional expenses $3,020,973 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $88,826$88,826
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,674,059 · Management $44,089$1,718,148
IX-8 Pension plan contributionsPrograms $14,625 · Management $165$14,790
IX-9 Other employee benefitsPrograms $248,670 · Management $8,835$257,505
IX-10 Payroll taxesPrograms $129,891 · Management $8,714$138,605
IX-11a Management feesPrograms $60,810 · Management $89,000$149,810
IX-11b Legal fees$0
IX-11c Accounting feesManagement $13,375$13,375
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $3,718$3,718
IX-13 Office expensesPrograms $91,857$91,857
IX-14 Information technologyPrograms $123,792$123,792
IX-15 Royalties$0
IX-16 OccupancyPrograms $117,830$117,830
IX-17 TravelPrograms $14,859$14,859
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $114,086$114,086
IX-23 InsurancePrograms $23,412 · Management $10,612$34,024
IX-24 Other expenses (24a–d)Programs $124,815$124,815
IX-24e All other expensesPrograms $14,933$14,933
IX-25 Total functional expensesPrograms $2,757,357 · Management $263,616 · Fundraising $0$3,020,973
Part X · Balance sheet $5,515,448 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $3,443,903$3,305,448
X-2 Savings and temporary cash investmentsStart of year $459,531$464,332
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $209,322$468,845
X-8 Inventories for sale or useStart of year $52,518$43,352
X-9 Prepaid expenses and deferred chargesStart of year $8,211$8,290
X-10c Land, buildings and equipment, netStart of year $1,003,730$1,225,181
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $5,177,215$5,515,448
X-17 Accounts payable and accrued expensesStart of year $232,405$174,576
X-26 Total liabilitiesStart of year $232,405$174,576
X-27 Net assets without donor restrictionsStart of year $4,840,810$5,236,872
X-28 Net assets with donor restrictionsStart of year $104,000$104,000
X-32 Total net assets or fund balancesStart of year $4,944,810$5,340,872
X-33 Total liabilities and net assetsStart of year $5,177,215$5,515,448
Part XI · Reconciliation of net assets $5,340,872 net assets at year end
XI-1 Total revenue$3,417,035
XI-2 Total expenses$3,020,973
XI-3 Revenue less expenses$396,062
XI-4 Net assets at start of year$4,944,810
XI-10 Net assets at end of year$5,340,872

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

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