WEST MONT

EIN: 810402506 501(c)(3) Mental Health

HELENA, MT

Total Revenue
$10,742,226
Total Expenses
$10,586,722
Total Assets
$4,934,783
Net Assets
$2,811,900
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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
MT
Principal Officer
DAVID PERETTO
Phone
4064473100
Tax Period
2024-07-01 to 2025-06-30

WEST MONT, founded in 1972, is a mid-sized nonprofit in the Mental Health sector that reported $10.7M in total revenue in fiscal year 2024.

Mission

WEST MONT HAS BEEN PROVIDING SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES SINCE JULY 26, 1972. OUR AGENCY MISSION IS TO PROMOTE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES THROUGH GROWTH AND INDEPENDENCE ACROSS ALL STAGES OF LIFE.

Program Service Accomplishments

Program 1
Expenses: $5,197,447 Revenue: $6,641,967

WEST MONT OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2025, WE SERVED OVER 200 INDIVIDUALS. IN...

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WEST MONT OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2025, WE SERVED OVER 200 INDIVIDUALS. IN ADDITION TO TRAINING FOR SELF-HELP SKILLS (PERSONAL CARE, NUTRITION AND MEAL PREPARATION, COMMUNAL LIVING, ETC.), WEST MONT ENCOURAGED ALL CONSUMERS TO PARTICIPATE IN OUR ART CLUB, FIELD DAY OLYMPICS, NORDIC SKI DAY, AND INDIVIDUALLY DESIGNED COMMUNITY-BASED EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING).

Program 2
Expenses: $2,026,424 Revenue: $3,018,559

WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 100 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2025. TO PROVIDE QUALITY...

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WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 100 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2025. TO PROVIDE QUALITY VOCATIONAL SERVICES AND TO GENERATE 3RD PARTY, NON-CONTRACT REVENUE, WEST MONT HAS DEVELOPED SEVERAL OPPORTUNITIES TO GENERATE THIRD-PARTY REVENUE: FLOWER SALES, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, DIRECT MAILING, AND A PETTING ZOO.

Program 3
Expenses: $836,686 Revenue: $1,044,447

SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 80 INDIVIDUALS WITH DISABILITIES. THESE CONSUMERS EITHER LIVE...

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SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 80 INDIVIDUALS WITH DISABILITIES. THESE CONSUMERS EITHER LIVE INDEPENDENTLY OR ARE STILL RESIDING WITH FAMILY MEMBERS. SEVERAL HAVE COMMUNITY-BASED JOBS AND CAN USE PUBLIC TRANSPORTATION TO COMMUTE AROUND THE COMMUNITY. SERVICES RANGE FROM JOB COACHING, TEACHING INTERVIEW SKILLS AND WHAT IS APPROPRIATE TO WEAR TO AN INTERVIEW, TO ASSISTANCE WITH MEDICATIONS, MEAL PREPARATION, MEDICAL APPOINTMENTS, AND SOCIALIZATION.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,132
Program Service Revenue $10,250,613
Investment Income $20,121
Other Revenue $454,360
TOTAL REVENUE $10,742,226

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,785,648
Fundraising Expenses $0
Program Expenses $8,060,557
Other Expenses $1,801,074
TOTAL EXPENSES $10,586,722

Year-over-Year Comparison

2024 2023 Change
Revenue $10,742,226 $10,125,129 +0.1%
Expenses $10,586,722 $10,386,683 +0.0%
Net Income $155,504 $-261,554 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
350
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$189,388
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID PERETTO CHAIR 1.00
Officer Director
$0 $0 $0
BRANDON BOKA DIRECTOR 1.00
Director
$0 $0 $0
KATHLEEN GILBOY DIRECTOR 1.00
Director
$0 $0 $0
CHRISTINA LIPETSKY DIRECTOR 1.00
Director
$0 $0 $0
NANCY NIELSEN DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE SCOTT DIRECTOR 1.00
Director
$0 $0 $0
LAURA KNEEDLER PRESIDENT & CEO 40.00
Officer
$78,823 $3,205 $82,028
GIA BRADLEY VP ADMIN & FINANCE (TERMED 6.25) 30.00
Officer
$96,869 $10,491 $107,360
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $10,742,226 $10,586,722 $4,934,783 $155,504
2024 $10,125,129 $10,386,683 $5,247,347 $-261,554
2023 $8,954,863 $9,250,723 $5,102,554 $-295,860
2022 $9,031,151 $9,024,356 $4,017,564 $6,795
2021 $9,770,314 $8,411,098 $4,065,784 $1,359,216
2020 $8,656,018 $9,007,553 $3,878,718 $-351,535
2019 $8,066,885 $7,785,763 $3,253,212 $281,122
2018 $6,902,320 $6,953,520 $2,463,675 $-51,200
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