Nonprofit · EIN 86-3893685
HEART OF THE ROCKIES FOUNDATION
Tax-exempt · MISSOULA, MT 59801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,362,025 | $774,907 | $587,118 | $2,293,486 | $0 | $2,293,486 |
| December 31, 2023 | 990 | $3,372,377 | $3,298,649 | $73,728 | $1,706,368 | $0 | $1,706,368 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,300,000
- Program service revenue
- $0
- Investment income
- $62,025
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $774,907
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $774,907
Balance sheet and other
- Total assets, start of year
- $1,706,368
- Total assets, end of year
- $2,293,486
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,293,486
- Net assets with donor restrictions
- $2,293,486
- Gross receipts
- $1,362,025
- Employees
- 0
- Year formed
- 2021
- State of legal domicile
- MT
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOANN GRANT | MANAGING DIR Officer | 0 | $0 | $124,524 | $13,866 |
| KALI HANNON | MANAGING DIR. Officer | 0 | $0 | $120,396 | $12,770 |
| GAVIN RICKLEFS | MANAGING DIR. Officer | 0 | $0 | $35,862 | $0 |
| JIM OWENS | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ELIZABETH BELL | Director Trustee or director | 2 | $0 | $0 | $0 |
| BRIAN BEAN | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KRISTIN TROY | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GARY WOLFE | Director Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOANN GRANT | MANAGING DIR Officer | 0 | $0 | $111,450 | $12,407 |
| KALI HANNON | MANAGING DIR Officer | 0 | $0 | $99,562 | $12,407 |
| GARY BURNETT | MANANGING DIR Officer | 0 | $0 | $33,150 | $986 |
| JIM OWENS | President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID HILLARY | Vice President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRIAN BEAN | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KRISTIN TROY | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| GARY WOLFE | Director Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 HICKORY ST B, MISSOULA, MT 59801-1820
- In care of
- % GARY BURNETT
- Principal officer (990 for 2024)
- JIM OWENS, 120 HICKORY ST B, MISSOULA, MT 59801
- Signed the 990
- JIM OWENS, President
- Phone
- (406) 640-2816
- Website
- WWW.HEART-OF-ROCKIES.ORG
- Return prepared by
- Boyle Deveny & Meyer PC
Mission
The Heart of the Rockies Foundation shall provide fundraising services to and hold title to assets that contribute to and support the charitable, public benefit programs of Heart of the Rockies Initiative.
Program accomplishments
- The Heart of the Rockies Foundation shall provide fundraising services to and hold title to assets that contribute to and support the charitable, public benefit programs of Heart of the Rockies Initiative.Expenses $774,907 · grants $774,907
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-3893685
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C34)
- Assets (IRS master file)
- $2,293,486
- Income (IRS master file)
- $1,362,025
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,362,025 | $774,907 | $2,293,486 | XML |
| 990 | December 2023 | $3,372,377 | $3,298,649 | $1,706,368 | XML |
| 990 | December 2022 | $2,250,000 | $1,306,320 | $1,632,680 | IRS |
| 990 | December 2021 | – | – | – | 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 86-3893685).
Questions about HEART OF THE ROCKIES FOUNDATION
- What is the EIN of HEART OF THE ROCKIES FOUNDATION?
- The employer identification number (EIN) of HEART OF THE ROCKIES FOUNDATION is 86-3893685.
- Is HEART OF THE ROCKIES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to HEART OF THE ROCKIES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does HEART OF THE ROCKIES FOUNDATION 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 HEART OF THE ROCKIES FOUNDATION 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 HEART OF THE ROCKIES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEART OF THE ROCKIES FOUNDATION?
- The 990 for the year ended December 31, 2024 names JIM OWENS.
- Who are the officers and directors of HEART OF THE ROCKIES FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does HEART OF THE ROCKIES FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,362,025, expenses of $774,907 and total assets of $2,293,486 at year end.
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