Forward Mt Foundation, Forward Montana Foundation in Missoula, Montana (MT)

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Forward Mt Foundation, Forward Montana Foundation
Employer Identification Number (EIN)262075145
Name of OrganizationForward Mt Foundation
Secondary NameForward Montana Foundation
Address500 N Higgins Ave Ste 103, Missoula, MT 59802-4550
SubsectionEducational Organization
Ruling Date02/2011
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$25,000 to $99,999
Income$100,000 to $499,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$37,286
Amount of Income$113,065
Form 990 Revenue Amount$113,065
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Research Institutes and/or Public Policy Analysis


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Amount of income in 2013: $113,065 (it was $181,701 in 2012)
This organization: 

 $113,065
Other organizations performing similar types of work: 

 $134,039

Assets in 2013: $37,286 (it was $31,874 in 2012)
This organization: 

 $37,286
Other organizations performing similar types of work: 

 $103,689

Expenses in 2013: $133,779
Forward Mt Foundation, Forward Montana Foundation: 

 $133,779
Other organizations performing similar types of work: 

 $157,182

Income to expenses ratio in 2013: 0.8
This organization: 

 0.8
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 99.9%
This organization: 

 99.9%
Other organizations performing similar types of work: 

 100.0%

Financial snapshot ($)

Revenue for 2013

Support schedule

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$53,586$181,701$113,065
Contributions, gifts, grants, and similar amounts received$53,433$179,079$112,902
Program service revenue including government fees and contracts$0$0$0
Membership dues and assessments$0$0$0
Investment income$0$0$7
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$153$0$0
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$2,622$156
Total expenses$70,814$128,744$133,779
Total net assets$-23,009$29,948$13,625
Excess/Deficit for the year$-17,228$52,957$-20,714
Net assets or fund balances at beginning of year$-5,781$-23,009$34,339
Other changes in net assets or fund balances$0$0$0
Net assets or fund balances at end of year$29,948$13,625
Balance Sheets
201120122013
Total assets$1$31,874$37,286
Total liabilities$23,009$1,926$23,661
Net assets or fund balances$-23,009$29,948$13,625
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$93,054
Subtotal Support$435,127
Gifts, grants, contributions, and membership fees received$435,127
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$342,073
Total Support$459,333
Public Support$435,127
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$7
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$24,199
Gross receipts from related activities, etc.$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Wisconsin Health Information Organization Inc330 E Lakeside St, Madison, WI 53715-2074WI2008-02$3,431,637
2Center For Medical Technology Policy Inc401 E Pratt St Ste 631, Baltimore, MD 21202-3107MD2011-03$3,181,534
3Canadian Schizophrenia Foundation16 Florence Avenue, Torontointernational2003-03$1,851,461
4Icahn Medical Research FoundationC/O Icahn Assoc Hldgs Llc 767 Fif, New York, NY 10153NY2013-11$1,843,463
5Know Your Care1250 I St Nw, Washington, DC 20005-3922DC2011-09$1,692,531
6Western Pain Society360 S Garden Way Ste 101, Eugene, OR 97401-8173OR2008-08$1,293,500
7Forces4quality Northeast Ohio2500 Metrohealth Dr, Cleveland, OH 44109-1900OH2010-12$1,275,854
8Foundation For Home Health Quality And Innovation950 F Street, Washington, DC 20004-2601DC2009-05$1,177,990
9William & Ella Owens Medical Research Foundation8452 Fredericksburg Rd Pmb 197, San Antonio, TX 78229-3317TX1998-07$1,122,542
10Center For Neurological Studies43000 W 9 Mile Rd Ste 116, Novi, MI 48375-4180MI2012-04$1,038,990
11Quality Quest For Health Of Illinois IncC/O Peoria Health Dept 2116 N, Peoria, IL 61604IL2009-05$985,182
12Healtheway Inc706 Timber Branch Dr, Alexandria, VA 22302-3622VA2014-10$975,755
13Center For Medical Interoperability Inc3344 North Torrey Pines Ct, La Jolla, CA 92037-1024CA2014-05$936,686
14Lake Nona Institute Inc9801 Lake Nona Rd, Orlando, FL 32827-7017FL2011-07$709,097
15Virginia Center For Health Innovation3831 Westerre Pkwy Ste C, Henrico, VA 23233-1314VA2013-03$583,505
16Michigan Health Improvement Alliance IncPO BOX 432, Bay City, MI 48707-0432MI2013-01$540,687
17Network For Regional Healthcare ImprovementSuite 500, Portland, ME 04101ME2013-03$522,824
18Center For Research In Emotional And Social Health Inc1901 N Harrison Avenue Suite 200, Cary, NC 27513NC2011-01$521,272
19Forward Mt Foundation, Forward Montana Foundation500 N Higgins Ave Ste 103, Missoula, MT 59802-4550MT2011-02$113,065
20Montana Public Health AssociationPo Box 511, Choteau, MT 59422MT2008-04$0
Number of organizations performing similar types of work
Alabama2
Arkansas1
Arizona7
California49
Colorado4
Connecticut8
District of Columbia13
Delaware2
Florida15
Georgia8
Hawaii1
Iowa4
Illinois12
Indiana2
Kansas4
Kentucky8
Louisiana2
Massachusetts16
Maryland14
Maine3
Michigan8
Minnesota7
Missouri4
Montana2
North Carolina10
New Jersey5
New Mexico4
Nevada1
New York30
Ohio13
Oklahoma2
Oregon4
Pennsylvania10
Rhode Island3
South Carolina3
Tennessee2
Texas18
Utah4
Virginia17
Vermont1
Washington7
Wisconsin9
West Virginia2
International3
Total344

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