MAX S BAUCUS INSTITUTE

EIN: 863725571 501(c)(3) Philanthropy & Grantmaking

BOZEMAN, MT

Total Revenue
$1,513,098
Total Expenses
$1,196,861
Total Assets
$1,734,285
Net Assets
$1,725,978
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
MT
Phone
4062436623
Tax Period
2025-01-01 to 2025-12-31

MAX S BAUCUS INSTITUTE, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2025. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $316K, a strong 21% operating margin.

Mission

TO PREPARE OUR NEXT GENERATION OF PUBLIC SERVANTS.

Program Service Accomplishments

Program 1
Expenses: $239,855

THE BAUCUS CLIMATE SCHOLARS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN THE ENVIRONMENT, NATURAL RESOURCES, AND CLIMATE AT ORGANIZATIONS WORKING AT THE FOREFRONT OF...

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THE BAUCUS CLIMATE SCHOLARS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN THE ENVIRONMENT, NATURAL RESOURCES, AND CLIMATE AT ORGANIZATIONS WORKING AT THE FOREFRONT OF THESE ISSUES. IN 2025, WE PLACED 26 BAUCUS CLIMATE SCHOLARS.

Program 2
Expenses: $239,855

THE BAUCUS LEADERS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN PUBLIC SERVICE AT LEGISLATIVE OFFICES IN WASHINGTON DC FOR TWO-MONTH SUMMER INTERNSHIPS. IN 2025, 13...

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THE BAUCUS LEADERS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN PUBLIC SERVICE AT LEGISLATIVE OFFICES IN WASHINGTON DC FOR TWO-MONTH SUMMER INTERNSHIPS. IN 2025, 13 BAUCUS LEADERS PARTICIPATED IN THE PROGRAM.

Program 3
Expenses: $239,855

The exclusive purpose of our program is to provide an academic benefit to our students by providing immersive academic programming and leadership experience

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,451,644
Program Service Revenue $0
Investment Income $43,454
Other Revenue $18,000
TOTAL REVENUE $1,513,098

Expense Breakdown

Grants Paid $177,282
Salaries & Benefits $355,650
Fundraising Expenses $83,671
Program Expenses $959,421
Other Expenses $615,929
TOTAL EXPENSES $1,196,861

Year-over-Year Comparison

2025 2024 Change
Revenue $1,513,098 $909,622 +0.7%
Expenses $1,196,861 $807,874 +0.5%
Net Income $316,237 $101,748 +2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
5
Volunteers
10

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
$199,920
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREW PERSON Executive Dir. 40.00
Officer
$196,000 $3,920 $199,920
MAX BAUCUS President 10.00
Officer Director
$0 $0 $0
MELODEE HANES Vice President 10.00
Officer Director
$0 $0 $0
BARRETT KAISER Director 1.00
Director
$0 $0 $0
BARB SKELTON Director 1.00
Director
$0 $0 $0
JIM MCCRAY Director 5.00
Director
$0 $0 $0
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 $1,513,098 $1,196,861 $1,734,285 $316,237
2024 $909,622 $807,874 $1,282,834 $101,748
2023 $726,227 $428,375 $1,103,677 $297,852
2022 $843,842 $214,427 $714,305 $629,415
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