Bitterroot Heritage Academy EIN 92-0258201 Form 990 (PDF) Claim this org

Bitterroot Heritage Academy

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Offers financial aid and tuition help to students facing hardship. For fiscal year 2025 it reported $207K in revenue, $202K in expenses, and $-25K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Stevensville, MT
Website
bitterrootheritageacademy.org
Filings
3 on file (2023–2025)
Revenue
$207KFY2025
Expenses
$202K
Net assets
$-25K
People
7
Filings
3
Updates
0
More identity details & actions ⌄
EIN  92-0258201 Public charity (501(c)(3)) Stevensville, MT
Form 990 (PDF)
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Size
$100K–1M
What they do
Offers financial aid and tuition help to students facing hardship.
Leadership
Christine Agin · President
Money in and out
$207K revenue, $202K expenses
Bottom line
68% program efficiency
Where the money goes · FY2025
Total revenue
$207K
Pt VIII · Ln 12
Total expenses
$202K
Pt IX · Ln 25
Net assets
$-25K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $5K
Where spending went · Part IX cols B–D
Program services $0.68 Management & general $0.32
Program efficiency
68%
of spending reaches programs
Operating runway
3.9mo
months of highly liquid reserves at operating expense rate▼ -15% vs prior filing year
Surplus margin
+2%
revenue over expenses, this year▼ -57% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$207K
FY2025▲ +9%
Expenses
$202K
FY2025▲ +13%
Total assets
$66K
FY2025▼ -3%
Total liabilities
$91K
FY2025▼ -7%
Total revenue
$207K
Pt VIII · Ln 12
Total expenses
$202K
Pt IX · Ln 25
Net assets
$-25K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$5K
Total assetsPt X · Ln 16$66K
Program-expense ratioPt IX · col B68%
Voting members of governing bodyPt I · Ln 37
Independent voting membersPt I · Ln 47

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CBitterroot Heritage Academy
EINHdr · item D92-0258201
Principal addressHdr · item CStevensville, MT
WebsiteHdr · item Jbitterrootheritageacademy.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MMT
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFApr 2023

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a7
Independent voting membersPt VI · Ln 1b7
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $138K of program spending, described in the organization's own filed words · FY2024.
01

Private christian school

$138Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$99K · 48%
Contributions & grants$83K · 40%
Other revenue$17K · 8%
Investment income$8K · 4%
Program service revenue48%$99K
Contributions & grants40%$83K
Other revenue8%$17K
Investment income4%$8K
Total revenueLn 12$207K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.68 Management & general $0.32
Program services68%$138K
Management & general32%$64K
Total functional expensesLn 25$202K

Balance Sheet

Part X · end of year
CashLn 1$65K
Total assetsLn 16$66K
Total liabilitiesLn 26$91K
Total net assetsLn 32$-25K
Months of cash on handcomputed3.9

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $65K · Operating expenses/yr $202K
3.9 months
Where the money goes
Program services
Program services $138K · Total expenses $202K
68%
Management & General
Management & general $64K · Total expenses $202K
32%
Fundraising
Fundraising $0 · Total expenses $202K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $70K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $83K · Total revenue $207K
40%
Government reliance
Government grants — · Total revenue $207K
Earned-income share
Program service revenue $99K · Total revenue $207K
48%
Investment reliance
Investment income $8K · Total revenue $207K
+4%
Program self-sufficiency
Program service revenue $99K · Total expenses $202K
49%
Growth & trend
Revenue growth (YoY)
This year $207K · Prior year $190K
+9%
Net-asset trend (YoY)
End of year $-25K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $207K · Expenses $202K
+2%
Liabilities-to-Assets
Total liabilities — · Total assets $66K
Net-asset ratio
Net assets $-25K · Total assets $66K
-39%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $66K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Christine Agin · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $202K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $154K · Total expenses $202K
76%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 68%
Overhead ratio 32%
Fundraising cost ratio 0%
Revenue growth 9%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 1%

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.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$9K

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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)$207K revenue · viewing · ⤓ 990 PDF
FY2024$190K revenue · ⤓ 990 PDF
FY2023$22K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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