philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in
Trailwest Foundation EIN 82-3579366 Form 990 (PDF) Claim this org

Trailwest Foundation FY2023 filing

Not yet claimed Claim this org →

A private foundation based in Lolo, MT. It reported about $78K in revenue for 2023. For fiscal year 2023 it reported $78K in revenue, $53K in expenses, and $224K in net assets.Pt I

Type
Private foundation / grantmaker · Education
Location
Lolo, MT
Filings
6 on file (2020–2023)
Revenue
$78KFY2023
Expenses
$53K
Net assets
$224K
People
0
Filings
6
Updates
0
More identity details & actions ⌄
EIN  82-3579366 Private foundation / grantmaker Lolo, MT
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Trailwest Foundation claims this page.

Know this organization? Claim it to add your story

Size
<$100K
What they do
A private foundation based in Lolo, MT. It reported about $78K in revenue for 2023.
Money in and out
$78K revenue, $53K expenses
Bottom line
—
Grants paid & assets · FY2023
Total revenue
$78K
Pt VIII · Ln 12
Total expenses
$53K
Pt IX · Ln 25
Net assets
$224K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $25K
Total assets
224K
deployed as grants and operations
Grants paid
53K
in FY2023
Grants made
32grants
total in period
Payout rate
24%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 32 grants · $41K · 2025–2025
Marianne BoydFY2025$2,500
Keith LeonardFY2025$1,500
Christi HoskinsonFY2025$1,250
Brad LarkinFY2025$1,250
Michael Debroah JohnsonFY2025$1,250
Mike MeuchelFY2025$1,250
Shawn SamlleyFY2025$1,250
Kellen KlimpelFY2025$1,250
Seth ArmerdingFY2025$1,250
Marianne BoydFY2025$1,250
Jeff PattonFY2025$1,250
Tracy M ShepardFY2025$1,250
Alisha BoyceFY2025$1,250
Rachael StrainFY2025$1,250
Blaine OlsonFY2025$1,250
Kristie EveredFY2025$1,250
Sarah LacoursiereFY2025$1,250
Chris MatsonFY2025$1,250
See all 32 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$1K
Median grantPart XV$1K
Largest grantPart XV$2K

Summary of the Filing

Part I · fiscal year 2023 · Form 990-PF
Revenue
$78K
FY2023▼ -16%
Expenses
$53K
FY2023▲ +39%
Total assets
$224K
FY2023▲ +13%
Total liabilities
$0
FY2023
Total revenue
$78K
Pt VIII · Ln 12
Total expenses
$53K
Pt IX · Ln 25
Net assets
$224K
Pt X · Ln 32
Total assetsPt II$224K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTrailwest Foundation
EINHdr · item D82-3579366
Principal addressHdr · item CLolo, MT
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMT
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B82)
Ruling yearIRS BMFMay 2018

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Trailwest Foundation executive salaries →

Statement of Revenue

Part VIII
Contributions & grants100%$78K
Total revenueLn 12$78K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.99 Operating & administrative $0.01
Grants & contributions paid99%$53K
Operating & administrative1%$700
Total functional expensesLn 25$53K

Balance Sheet

Part X · end of year
CashLn 1$224K
Total assetsLn 16$224K
Total liabilitiesLn 26$0
Total net assetsLn 32$224K
Months of cash on handcomputed50.3

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $224K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $78K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $78K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $78K · Prior year $93K
-16%
Net-asset trend (YoY)
End of year $224K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $78K · Expenses $53K
+32%
Liabilities-to-Assets
Total liabilities — · Total assets $224K
—
Net-asset ratio
Net assets $224K · Total assets $224K
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $53K
No individual compensation reported on this filing
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -16%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$86K revenue · ⤓ 990 PDF
FY2024$86K revenue · ⤓ 990 PDF
FY2023$78K revenue · viewing · ⤓ 990 PDF
FY2022$93K revenue · ⤓ 990 PDF
FY2021$80K revenue · ⤓ 990 PDF
FY2020$102K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

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 peer-cohort and compensation comparisons above.