Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 81-0486053

SOUTHWESTERN MONTANA FAMILY YMCA INC

Tax-exempt · DILLON, MT 59725

Financials

$1.1M$1.1M2023$1M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHWESTERN MONTANA FAMILY YMCA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,007,463$1,086,504-$79,041$5,246,067$49,248$5,196,819
December 31, 2023990$1,051,584$1,095,831-$44,247$5,317,784$41,924$5,275,860
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$199,231
of which government grants
$14,722
Program service revenue
$769,347
Investment income
$19,135
Other revenue
$19,750

Expenses

Grants and similar amounts paid
$94,540
Compensation of officers, directors and key employees
$72,246
Other salaries and wages
$384,150
Salaries, compensation and benefits (total)
$545,472
Professional fundraising fees
$0
Travel
$834
Depreciation
$146,609
Program services (functional)
$889,883
Management and general (functional)
$173,078
Fundraising (functional)
$23,543

Balance sheet and other

Total assets, start of year
$5,317,784
Total assets, end of year
$5,246,067
Total liabilities, end of year
$49,248
Net assets, end of year
$5,196,819
Land, buildings and equipment
$4,455,203
Net assets without donor restrictions
$5,196,819
Gross receipts
$1,007,463
Employees
112
Volunteers
13

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TODD ROUSEExecutive Direc
Trustee or director
40$72,246
JULIE JAMESVice President
Trustee or director, Officer
1$0
MARV FURNANDIZSecretary
Trustee or director, Officer
1$0
SHANE PUYEARTreasurer
Trustee or director, Officer
1$0
KEITH HANDLOSPresident
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
TODD ROUSEExecutive Direc
Trustee or director
40$72,246
JULIE JAMESVice President
Trustee or director, Officer
1$0
MARV FURNANDIZSecretary
Trustee or director, Officer
1$0
SHANE PUYEARTreasurer
Trustee or director, Officer
1$0
KEITH HANDLOSPresident
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
75 SWENSON WAY, DILLON, MT 59725-2424
Signed the 990
TODD ROUSE, Executive Director
Phone
(406) 683-9622
Return prepared by
PECK & PECK CPAS PC

Mission

THE SOUTHWESTERN MONTANA FAMILY YMCA IS A CHARITABLE COMMUNITY SERVICE ORGANIZATION THAT INCLUDES MEN, WOMEN AND CHILDREN OF ALL AGES, ABILITIES, INCOME, RACES AND RELIGIONS. WE ARE DEDICATED TO BUILDING STRONG KIDS, STRONG FAMILIES AND STRONG COMMUNITIES BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT PROMOTE HEALTHY LIFESTYLES, STRONG VALUES, LEADERSHIP DEVELOPMENT, COMMUNITY INTERACTION AND INTERNATIONAL UNDERSTANDING. ALL PERSONAS ARE WELCOME AT OUR YMCA, REGARDLESS OF THEIR ABILITY TO PAY. OUR YMCA IS FOUNDED AND LED BY VOLUNTEERS FROM OUR COMMUNITY; VOLUNTEERS ALSO SERVE AS MENTORS, COACHES, PROGRAM LEADERS, INSTRUCTORS AND MORE.

990 for the year ended December 31, 2024

Program accomplishments

  • Healthy Living The YMCA is a leading voice on health and well-being. We bring families closer together, encourage good health and foster connections through fitness, sports, fun and shared interests. As a result, people in our community are receiving the support, guidance and resources they need to achieve greater health in spirit, mind and body. This is particularly important as our nation struggles with an obesity crisis, families struggle with work/life balance and individuals search for personal fulfillment.
    Expenses $614,543 · grants $81,389 · revenue $596,873
  • Youth Development Our YMCA is committed to nurturing the potential of every child and teen. We believe that all kids deserve the opportunity to discover who they are and what they can achieve. That is why we help young people cultivate the values, skills and relationships that lead to positive behaviors, better health and educational achievement. Our YMCA programs, such as youth sports, summer camp, after school, and youth government, offer a range of experiences that enrich cognitive, social, physical and emotional growth
    Expenses $275,340 · grants $13,151 · revenue $172,474

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-0486053
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,246,067
Income (IRS master file)
$1,007,463

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,007,463$1,086,504$5,246,067XML
990December 2023$1,051,584$1,095,831$5,317,784XML
990December 2022$1,001,630$986,133$5,348,018IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

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 81-0486053).

Questions about SOUTHWESTERN MONTANA FAMILY YMCA INC

What is the EIN of SOUTHWESTERN MONTANA FAMILY YMCA INC?
The employer identification number (EIN) of SOUTHWESTERN MONTANA FAMILY YMCA INC is 81-0486053.
Is SOUTHWESTERN MONTANA FAMILY YMCA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to SOUTHWESTERN MONTANA FAMILY YMCA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHWESTERN MONTANA FAMILY YMCA 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 SOUTHWESTERN MONTANA FAMILY YMCA INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHWESTERN MONTANA FAMILY YMCA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of SOUTHWESTERN MONTANA FAMILY YMCA INC?
The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $72,246 (TODD ROUSE, Executive Direc).
How much revenue does SOUTHWESTERN MONTANA FAMILY YMCA INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,007,463, expenses of $1,086,504 and total assets of $5,246,067 at year end.

Other nonprofits in DILLON

All nonprofits in DILLON · Montana · Housing and shelter