2026-02-11T12:45:00-05:00 2025-12-31 810511572 HPW CPAS & ADVISORS PLLP 1247 STONERIDGE DR BOZEMAN MT 59718 990EZ 2025-01-01 205010474 MONTANA FIDUCIARY MANAGEMENT MONT 4065859770 PO BOX 1814 BOZEMAN MT 59771 KATIE L MCGEE PRESIDENT 4065859770 2026-02-08 true JESSICA S BRICENO CPA P01421851 4065860281 2026-02-08 2025 2025-03-06 01:10:19Z X X N/A X X 101775 X 101775 101775 78964 3150 6125 88239 13536 -9794 3742 X 2413 3742 1289 3702 3742 13496 -9794 3742 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 88239 88239 KATIE L MCGEE PRESIDENT 40.00 73269 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 76474 83693 89309 86699 101775 437950 76474 83693 89309 86699 101775 437950 437950 76474 83693 89309 86699 101775 437950 1.00000 1.00000 0.00000 0.00000 X FORM 990-EZ, PART I, LINE 16 EXPENSES OFFICE EXPENSE 2,134 BUSINESS MEETING MEALS 332 INTEREST 1,115 INSURANCE 627 DUES & SUBSCRIPTIONS 1,240 INTERNET & FAX 677 TOTAL 6,125 FORM 990-EZ, PART II, LINE 24 PAYROLL HOLDING 1,289 0 TOTAL 1,289 0 FORM 990-EZ, PART II, LINE 26 CREDIT CARD 9,668 0 PAYROLL LIABILITIES 381 0 N/P - KATIE 2,247 0 N/P-STEVEN KLEBENOW 1,200 0 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