West Mont FY2021 filing

Tax-deductible

Helena, MT501(c)(3)Since 1972Mental HealthEIN 81-0402506Revenue $9.8M in FY2021

On file with the IRSwestmont.org2708 Bozeman Ave, 59601-6405 · Helena, MTTax-exempt since Jul 1984Publicly supported — 509(a)(2)

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Promoting quality of life for individuals with disabilities through growth and independence across all stages of life.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$101K 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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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
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
3 of 6
filings with a surplus
Average surplus $102K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$101K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $16K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$859K
21% of total assets
Looks good: liabilities are 21% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 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
$9.8M
+13% vs prior year
Spent
$8.4M
To programs
83%
Net assets
$3.2M
By yearFY2020–FY2025
Revenue
$9.8M
FY2021▲ +13%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.7M
FY2021$9.8M
FY2022$9.0M
FY2023$9.0M
FY2024$10.1M
FY2025$10.7M
Expenses
$8.4M
FY2021▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$9.0M
FY2021$8.4M
FY2022$9.0M
FY2023$9.3M
FY2024$10.4M
FY2025$10.6M
Net assets
$3.2M
FY2021▲ +74%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.8M
FY2021$3.2M
FY2022$3.2M
FY2023$2.9M
FY2024$2.7M
FY2025$2.8M

From the FY2021 Form 990 (year ending June 2021) · 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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1984.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $7.0M Management & general 17% · $1.4M

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

12 people listed on the 990; $101K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$101,021Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Gia Bradley’s $97K as VP Admin & Finance (termed 6.25) is at the 1st percentile of top reported officer pay among 746 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Ashleigh Heimbach—$115,759$112,739$107,372$101,021$92,413
Gia Bradley$96,869$86,027$79,871———
Laura Kneedler$78,823—————

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

Empowering individuals with disabilities to live fuller, independent lives at every stage.

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Provided by the organization

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3 programs · $7.0M · in their own filed words · FY2020
01

West mont operates a combination of 13 licensed group homes and apartment residential settings located throughout the helena, montana community. During FY2021, we served over 200 individuals.

$4.2Mprogram expense
02

West mont has 3 vocational facilities, one day activity (vastt), and 5 pass programs, and provided services for an average of 125 consumers from monday through friday in FY2021. To provide quality vocational services and to generate 3RD party, non-contract revenue, west mont has developed several opportunities to generate third-party…

$1.9Mprogram expense
03

Supported services is west mont's fastest growing program, providing essential residential AND/OR vocational support to over 65 individuals with disabilities. These consumers either live independently or are still residing with family members.

$920Kprogram 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
Total grants receivedfrom 3 funders$16K
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$9.8M
Ln 12
Fees for servicesLn 2g$7.4M
Gifts and grantsLn 1h$1.7M
Other incomeLn 4–11$654K
Money outPt IX
$8.4M
Ln 25
Programscol B$7.0M
Managementcol C$1.4M
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$4.1M
LiabilitiesLn 26$859K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Government grantsLn 1e$1.6M
Fees for servicesLn 2g$7.4M
Investment incomeLn 3$743
Other incomeLn 4–11$654K
Gains on assetsLn 7$500
Total revenueLn 12$9.8M
Assets in detailPt X, end of year
CashLn 1$23K
SavingsLn 2$2.3M
Cash and savings togetherLn 1–2$2.4M
Land, buildings, equipmentLn 10c$219K
Other assetsLn 15$178K
Total assetsLn 16$4.1M
LiabilitiesLn 26$859K
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 5355
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
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$2.8M$2.4M
Land, buildings, equipmentLn 10c$198K$219K
Total assetsLn 16$3.9M$4.1M
LiabilitiesLn 26$2.0M$859K
Net assetsLn 32$1.8M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$115K$104K$11K
Other salaries and wagesLn 7$5.6M$5.1M$505K
Pension plan contributionsLn 8$79K$62K$17K
Other employee benefitsLn 9$475K$466K$10K
Payroll taxesLn 10$605K$552K$53K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$37K$37K
Other fees for servicesLn 11g$93K$28K$65K
Advertising and promotionLn 12$20K$15K$5K
Office expensesLn 13$103K$45K$58K
Information technologyLn 14$32K$31K$946
OccupancyLn 16$666K$163K$503K
TravelLn 17$54K$54K$541
Conferences, conventions and meetingsLn 19$1K$731$530
InterestLn 20$24$24
Depreciation, depletion and amortizationLn 22$69K$69K
InsuranceLn 23$140K$3K$137K
Other expenses (24a–d)Ln 24$289K$268K$21K
All other expensesLn 24e$18K$13K$5K
Total functional expensesLn 25$8.4M$7.0M$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.7M$10.6M$156K$2.8M 990 PDF
FY2024 $10.1M$10.4M−$262K$2.7M 990 PDF
FY2023 $9.0M$9.3M−$296K$2.9M 990 PDF
FY2022 $9.0M$9.0M$7K$3.2M 990 PDF
FY2021 Viewing $9.8M$8.4M$1.4M$3.2M 990 PDF
FY2020 $8.7M$9.0M−$352K$1.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $9,770,314 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $633,263$1,727,517
I-9 Program service revenuePrior year $7,497,936$7,388,030
I-10 Investment incomePrior year $6,044$743
I-11 Other revenuePrior year $518,775$654,024
I-12 Total revenuePrior year $8,656,018$9,770,314
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 $6,744,269$6,884,596
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,263,284$1,526,502
I-18 Total expensesPrior year $9,007,553$8,411,098
I-19 Revenue less expensesPrior year −$351,535$1,359,216
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $9,770,314 across 7 lines filed
Lines not itemized here account for $654,024 of total revenue; see the IRS return.
VIII-1e Government grants$1,643,684
VIII-1f All other contributions, gifts and grants$83,833
VIII-1h Total contributions, gifts and grants$1,727,517
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,388,030$7,388,030
VIII-3 Investment incomeExcluded from tax $243$243
VIII-7 Net gain or loss on sales of assetsExcluded from tax $500$500
VIII-12 Total revenueRelated to mission $8,042,054 · Unrelated business $0 · Excluded from tax $743$9,770,314
Part IX · Statement of functional expenses $8,411,098 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $103,988 · Management $10,635$114,623
IX-7 Other salaries and wagesPrograms $5,105,777 · Management $504,967$5,610,744
IX-8 Pension plan contributionsPrograms $61,895 · Management $17,458$79,353
IX-9 Other employee benefitsPrograms $465,536 · Management $9,501$475,037
IX-10 Payroll taxesPrograms $551,595 · Management $53,244$604,839
IX-11b Legal feesManagement $3,642$3,642
IX-11c Accounting feesManagement $36,686$36,686
IX-11g Other fees for servicesPrograms $28,318 · Management $65,069$93,387
IX-12 Advertising and promotionPrograms $15,453 · Management $4,616$20,069
IX-13 Office expensesPrograms $44,747 · Management $58,209$102,956
IX-14 Information technologyPrograms $30,594 · Management $946$31,540
IX-16 OccupancyPrograms $163,055 · Management $503,134$666,189
IX-17 TravelPrograms $53,599 · Management $541$54,140
IX-19 Conferences, conventions and meetingsPrograms $731 · Management $530$1,261
IX-20 InterestManagement $24$24
IX-22 Depreciation, depletion and amortizationPrograms $68,893$68,893
IX-23 InsurancePrograms $2,804 · Management $137,412$140,216
IX-24 Other expenses (24a–d)Programs $267,800 · Management $21,462$289,262
IX-24e All other expensesPrograms $13,466 · Management $4,771$18,237
IX-25 Total functional expensesPrograms $6,978,251 · Management $1,432,847 · Fundraising $0$8,411,098
Part X · Balance sheet $4,065,784 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $22,687$22,964
X-2 Savings and temporary cash investmentsStart of year $2,774,870$2,349,649
X-4 Accounts receivableStart of year $768,544$1,278,334
X-9 Prepaid expenses and deferred chargesStart of year $21,263$18,180
X-10c Land, buildings and equipment, netStart of year $197,744$218,571
X-15 Other assetsStart of year $93,610$178,086
X-16 Total assetsStart of year $3,878,718$4,065,784
X-17 Accounts payable and accrued expensesStart of year $585,122$680,683
X-26 Total liabilitiesStart of year $2,030,919$858,769
X-27 Net assets without donor restrictionsStart of year $1,847,799$3,207,015
X-32 Total net assets or fund balancesStart of year $1,847,799$3,207,015
X-33 Total liabilities and net assetsStart of year $3,878,718$4,065,784
Part XI · Reconciliation of net assets $3,207,015 net assets at year end
XI-1 Total revenue$9,770,314
XI-2 Total expenses$8,411,098
XI-3 Revenue less expenses$1,359,216
XI-4 Net assets at start of year$1,847,799
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,207,015

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

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