Hamilton Downtown Foundation

Nonprofit profile at a glance

EIN
883826379
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-N 2023
Location
Hamilton, MT, USA
Phone
4063816026
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Improvement, Capacity Building N.E.C.

Reported finances

Revenue
$168,013
Expenses
$120,207
Assets
$77,099

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • MARY CASPER (PRESIDENT)

People named in this filing

  • MATTHEW ZWICKER (EXECUTIVE DI)
  • MARY CASPER (PRESIDENT)
  • KRISTINA BESSENYEY (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The hamilton downtown foundation is a 501c3 organization created to support the mission and projects of the hamilton downtown association. The hamilton downtown association is a membership organization dedicated to re-investing in and maintaining the vitality of the hamilton business and non-profit community.

What it reported doing in 2025

Collaborate with and financially support the hamilton downtown association

Operating model

Revenue model
Donor-supported. 85% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 71% for direct work, and 29% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 100
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71.5%; rating input score 72
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 28.5%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 0.64; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 30.4% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: 45.6% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: 89.9% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 71.5% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $120K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.