Nonprofit · EIN 20-5010474
MONTANA FIDUCIARY MANAGEMENT INC
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $101,775 | $88,239 | $13,536 | $3,742 | – | $3,742 |
| December 31, 2024 | 990-EZ | $86,699 | $87,350 | -$651 | $3,702 | $13,496 | -$9,794 |
| December 31, 2023 | 990-EZ | $89,309 | $93,722 | -$4,413 | $2,047 | $11,190 | -$9,143 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Program service revenue
- $101,775
Expenses
- Compensation of officers, directors and key employees
- $73,269
- Salaries, compensation and benefits (total)
- $78,964
- Professional fees and payments to contractors
- $3,150
- Other expenses
- $6,125
- Program services (functional)
- $88,239
Balance sheet and other
- Total assets, start of year
- $3,702
- Total assets, end of year
- $3,742
- Total liabilities, end of year
- –
- Net assets, end of year
- $3,742
- Cash, savings and investments
- $3,742
- Gross receipts
- $101,775
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE L MCGEE | PRESIDENT | 40 | $73,269 |
| MICHAEL EDDY | VICE PRESIDE | 0 | $0 |
| KRISTI CHANEY | TREASURER | 0 | $0 |
990-EZ for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE L MCGEE | PRESIDENT | 40 | $69,247 |
| MICHAEL EDDY | VICE PRESIDE | 0 | $0 |
| KRISTI CHANEY | TREASURER | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE L MCGEE | PRESIDENT | 40 | $0 |
| MICHAEL EDDY | VICE PRESIDE | 0 | $0 |
| KRISTI CHANEY | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 775 MOFFIT GULCH RD, BOZEMAN, MT 59715-7617
- Mailing address (990-N for 2010)
- 2245 W Koch, Suite G, Bozeman MT 59718
- Principal officer (990-N for 2010)
- Rhea Papke, 2245 W Koch, Suite G, Bozeman MT 59718
- Signed the 990-EZ
- KATIE L MCGEE, PRESIDENT
- Phone
- (406) 585-9770
- Return prepared by
- HPW CPAS & ADVISORS PLLP
Mission
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.
Program accomplishments
- 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 INDIVIDUALSExpenses $88,239
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-5010474
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $3,742
- Income (IRS master file)
- $101,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $101,775 | $88,239 | $3,742 | XML |
| 990-EZ | December 2024 | $86,699 | $87,350 | $3,702 | XML |
| 990-EZ | December 2023 | $89,309 | $93,722 | $2,047 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Rhea Papke | December 31, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5010474).
Questions about MONTANA FIDUCIARY MANAGEMENT INC
- What is the EIN of MONTANA FIDUCIARY MANAGEMENT INC?
- The employer identification number (EIN) of MONTANA FIDUCIARY MANAGEMENT INC is 20-5010474.
- Is MONTANA FIDUCIARY MANAGEMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MONTANA FIDUCIARY MANAGEMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA FIDUCIARY MANAGEMENT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA FIDUCIARY MANAGEMENT INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA FIDUCIARY MANAGEMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of MONTANA FIDUCIARY MANAGEMENT INC?
- The 990-N for 2010 names Rhea Papke.
- Who are the officers and directors of MONTANA FIDUCIARY MANAGEMENT INC?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $73,269 (KATIE L MCGEE, PRESIDENT).
- How much revenue does MONTANA FIDUCIARY MANAGEMENT INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $101,775, expenses of $88,239 and total assets of $3,742 at year end.
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