The Original Montana Club
Nonprofit profile at a glance
- EIN
- 810169370
- IRS 990 coverage
- 2014–2016
- Forms available
- Form 990 2016
- Location
- Helena, MT, USA
- Phone
- 4064425980
- Rating confidence
- Limited
- Sector
- Recreational l Clubs
Reported finances
- Revenue
- $359,222
- Expenses
- $360,438
- Assets
- $299,979
- Liabilities
- $447,978
Source: IRS Form 990. Selected filing: tax year 2016. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- Wil Carroll (President)
- Dr Russell Cargo (Vice President)
- Barbara Denowh (Immediate Past President)
People named in this filing
- Wil Carroll (President)
- Dr Russell Cargo (Vice President)
- Barbara Denowh (Immediate Past President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2016. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Montana Club's mission is to maintain a clubhouse for literary, historical, educational and social purposes for the mutual empowerment and benefit of the members; and to promote good fellowship, recreation, social activities and charitable activities among its members.
What it reported doing in 2016
The Montana Club provides diverse educational and recreational opportunities to its members, including but not limited to fine dining, wine and craft-beer tastings, book signings, current affairs and history programs, art lectures, Chef Tables, music, tours for members, business and professional networking, and reciprocity with other clubs.
Operating model
- Revenue model
- Earned-program. 87% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 90
- Accountability: 76
- Sustainability: 39
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -0.3%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 1.49; rating input score 3; 3rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 72; 72nd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 12.8% per year; rating input score 100; 80th percentile among comparable filings
- Asset growth: -3.9% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 9 of 9 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $263K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 10 of 10 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2014 to 2016
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 40/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- High — Sustainability: Liabilities to assets ratio scored 3/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.