2023-11-14T09:14:10-06:00 2023-06-30 822385704 Peterson CPA Group PC PO Box 5667 Missoula MT 59806 990 2022-07-01 810411562 Energy Share of Montana Inc ENER 4064424900 3117 Cooney Drive 102 Helena MT 59602 Rachel Haberman Executive Director 4064424900 2023-11-14 1 Rachel Haberman 999009999 0 Dan Peterson P00910393 4069261800 2023-11-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Rachel Haberman 3117 Cooney Drive 102 Helena MT 59602 2616073 0 X www.energysharemt.com X 1982 MT Montanans helping neighbors faced with energy emergencies maintaining their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and hot water safety and efficiency. 19 19 3 82 0 0 1019761 1067326 1627946 1297463 201310 243617 13744 45 2862761 2608451 1139315 1728995 0 0 205948 224684 0 0 0 74475 89169 1419738 2042848 1443023 565603 11833025 13252874 56886 131396 11776139 13121478 X Montanans helping neighbors faced with energy emergencies maintain their self-reliance. Energy Share of Montana provides energy assistance and help for Montana families for emergency heating needs through bill assistance, furnace and water heater safety and efficiency. 0 0 931643 931643 1084411 Energy Share of Montana's primary focus is emergency bill assistance: helping Monanans who face no-heat situations in their homes and have no resources to pay the bills themselves. Applications are reviewed on an individual basis, and applicants are asked to explain their circumstances leading to their need for assistance. In most cases households are helped not more than once every five years or up to $1,400 in assistance. Energy Share of Montana uses private donations and universal systems benefits (USB) funds to fund emergency bill assistance. 340888 263927 0 Other program services include the refigerator replacement program, fuel fund program, and other related expenses. 357842 357842 0 The weatherization program uses donations from individuals and donated UBS funds from Energy West and Montana-Dakota Utilities to maximize energy savings by performing cost-effective weatherization measures such as work on walls, outside air infiltration, windows, attics, crawl spaces, doors, and heating system repairs to make furnaces more efficient or altogether safe. Energy audits are conducted to determine what measures are needed the most. Measures that maximize energy savings are installed, and in no case will measures be installed that have a savings to investment ration (SIR) of less than 1.0. 175583 175583 213052 The furnace safety program uses donated USB funds from Energy West and Montana-Dakota Utilities for their customers who have unsafe furnaces or water heaters. The objective is to help people who can't afford to pay for needed work on furnances or water heaters. The appliances are examined, if possible they are repaired; otherwise they are replaced with a more energy-efficient model. 175583 175583 213052 1805956 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Rachel Haberman 4064424900 3117 Cooney Drive 102 Helena MT 59602 Roxanne Klingensmith President 0.10 X X 0 0 0 Kim Kucera Vice President 0.10 X X 0 0 0 Brian Taylor Treasurer 0.10 X X 0 0 0 Brandy Powers Secretary 0.10 X X 0 0 0 Geraldine Custer Director 0.10 X 0 0 0 Greg Jergeson Director 0.10 X 0 0 0 Jessie Luther Director 0.10 X 0 0 0 Teresa Miller Director 0.10 X 0 0 0 Ken Morrison Director 0.10 X 0 0 0 Thor Nelson Director 0.10 X 0 0 0 Charlie Rehbein Director 0.10 X 0 0 0 Karla Seaman director 0.10 X 0 0 0 Tina Shorten Director 0.10 X 0 0 0 Sarah Solomon Director 0.10 X 0 0 0 Lori St Aubin Director 0.10 X 0 0 0 Corey Medved Director 0.10 X 0 0 0 Jason Nasby Director 0.10 X 0 0 0 Monti Wetsch Director 0.10 X 0 0 0 Mark Vinger Director 0.00 X 0 0 0 Rachel Haberman Executive Director 40.00 X 116090 0 0 116090 0 0 1 0 0 0 0 1067326 1067326 USB Contracts 221000 1084411 1084411 Furnace Safety Program 221000 213052 213052 1297463 238739 238739 12500 7622 4878 4878 4878 Other Income 900099 45 45 45 2608451 1297463 0 243662 1728995 1728995 135266 135266 52997 52997 16399 16399 20022 20022 10275 10275 16371 3274 13097 8609 799 7810 4512 4512 6300 6300 5455 5455 1747 1747 Bank and investment fee 29077 19891 9186 0 Equipment 2990 0 2990 0 Dues and Subscriptions 1774 0 1774 0 Volunteer recognition 1215 0 1215 0 844 844 2042848 1805956 236892 0 189166 106174 3998986 4521574 117871 123544 8324 8324 0 0 7527002 8501582 11833025 13252874 56886 131396 56886 131396 X 8005059 8717491 3771080 4403987 11776139 13121478 11833025 13252874 565603 779736 0 X 1 X 0 0 0 X 965501 893471 1000299 1019761 1067326 4946358 1220008 1255287 1604079 1627946 1297463 7004783 2185509 2148758 2604378 2647707 2364789 11951141 0 0 0 11951141 160761 196066 189117 190278 238739 974961 160761 196066 189117 190278 238739 974961 2346270 2344824 2793495 2837985 2603528 12926102 0.92460 0.92530 0.07540 0.07120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5276484 29420 699865 0 41527 19891 5944351 5771633 116884 -572492 0 17699 21842 5276484 4403899 96660 1314250 0 17631 25545 5771633 4271838 14470 179691 0 31642 30458 4403899 3928760 48414 585564 0 263428 27472 4271838 1.00000 0 0 8324 8324 0 0 X Part V, Line 4: The organization uses its earnings from endowment funds for the purpose of supporting its programs. Part X, Line 2: Energy Share of Montana is a tax-exempt organization under Section 501 (c)(3) of the Internal Revenue Code. Accordingly, the increase in net assets is generally not subject to taxation. Energy Share of Montana is required to file a Return of Organization Exempt from Income Tax return (Form 990) annually. No provision for income tax has been recorded in the financial statements because management believes there was no unrelated business income in fiscal year 2023. 0 Action for Eastern Montana PO Box 1309 Glendive MT 59330 810297418 501(c)(3) 69744 0 Cash N/A Emergency bill, furnace safety Community Action Partnership PO Box 88 Kalispell MT 59904 810366018 501(c)(3) 40795 0 Cash N/A Emergency bill assistance District IV HRDC 2229 Fifth Ave Havre MT 59501 810295420 501(c)(3) 29728 0 Cash N/A Emergency bill assistance District VI HRDC 300 First Ave N 203 Lewistown MT 59457 810382167 501(c)(3) 55393 0 Cash N/A Emergency bill assistance District VII HRDC PO Box 2016 Billings MT 59103 810300207 501(c)(3) 332241 0 Cash N/A Emergency bill, furnace safety, weatherization District IX HRDC 32 S Tracy Ave Bozeman MT 59715 810350886 501(c)(3) 61198 0 Cash N/A Emergency bill assistance District XI HRDC 1801 S Higgins Missoula MT 59801 810332017 501(c)(3) 119316 0 Cash N/A Emergency bill assistance District XII HRDC PO Box 9 Butte MT 59703 810295613 501(c)(3) 229070 0 Cash N/A Emergency bill assistance Opportunities Inc PO Box 2289 Great Falls MT 59403 810295813 501(c)(3) 602325 0 CAsh N/A Emergency bill assistance, furnace safety, weatherization Rocky Mountain Development PO Box 1717 Helena MT 59624 810296458 501(c)(3) 189185 0 Cash N/A Emergency bill assistance Part I, Line 2: The organization has frequent communications with organizations receiving grant funds and periodically reviews financial and other data. Form 990, Part VI, Section B, line 11b Management and the board of director review the draft 990 and discuss before signing and filing. Form 990, Part VI, Section B, line 12c The Executive Committee reviews this and the directors of the board and each employee are required to disclose any conflicts of interest. Form 990, Part VI, Section B, line 15 The board of directors review compensation of people in similar positions in state government and with Human Resource Development Councils around the state. Form 990, Part VI, Section C, line 18 Information is available online and from the organization upon request. Form 990, Part VI, Section C, line 19 Information is available online and from the organization upon request.