2024-03-26T11:41:57-04:00 2023-12-31 810511572 HPW CPAS & ADVISORS PLLP 1247 STONERIDGE DR BOZEMAN MT 59718 990EZ 2023-01-01 205010474 MONTANA FIDUCIARY MANAGEMENT MONT 4065859770 PO BOX 1814 BOZEMAN MT 59771 KATIE L MCGEE PRESIDENT 4065859770 2024-03-24 true KATIE L MCGEE XXX-XX-XXXX true MIKE WILLIAMS CPA P00727597 4065860281 2024-03-24 X 2023 2023-04-26 12:10:37Z X X X N/A X X 89309 X 89309 89309 78679 1120 4435 9488 93722 -4413 -4730 -9143 X 4649 2047 1550 6199 2047 10929 11190 -4730 -9143 X TO ASSIST INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS BUT ARE UNABLE TO MANAGE THOSE PAYMENTS THEMSELVES DUE TO VARIOUS MEDICAL AND SOCIAL CIRCUMSTANCES. THE ORGANIZATION ACTS AS REPRESENTATIVE FOR THESE INDIVIDUALS. ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS 93722 93722 KATIE L MCGEE PRESIDENT 40.00 0 MICHAEL EDDY VICE PRESIDE 000.00 0 KRISTI CHANEY TREASURER 000.00 0 false false false false false false false false false KATIE L MCGEE 775 MOFFIT GULCH ROAD BOZEMAN MT 59715 4065859770 false false false false false false false false false false false NONE NONE true X 24401 24401 84996 84076 76474 83693 89309 418548 84996 108477 76474 83693 89309 442949 442949 84996 108477 76474 83693 89309 442949 1.00000 1.00000 0.00000 0.00000 X FORM 990-EZ, PART I, LINE 16 EXPENSES OFFICE EXPENSE 4,115 BUSINESS MEETING MEALS 2,158 INTEREST 1,781 INSURANCE 542 DUES & SUBSCRIPTIONS 614 LICENSES & PERMITS 120 REIMBURSABLE EXPENSES 158 TOTAL 9,488 FORM 990-EZ, PART II, LINE 24 KATIE MCGEE 1,550 0 TOTAL 1,550 0 FORM 990-EZ, PART II, LINE 26 CREDIT CARD 9,071 8,051 PAYROLL LIABILITIES 1,858 1,870 N/P - KATIE 0 69 N/P-STEVEN KLEBENOW 0 1,200 FORM 990-EZ, PART III TO ASSIST INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS BUT ARE UNABLE TO MANAGE THOSE PAYMENTS THEMSELVES DUE TO VARIOUS MEDICAL AND SOCIAL CIRCUMSTANCES. THE ORGANIZATION ACTS AS REPRESENTATIVE FOR THESE INDIVIDUALS. FORM 990-EZ, PART III, LINE 31 ASSISTING INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS AND ACTING AS REPRESENTATIVE PAYEE FOR THESE INDIVIDUALS