Energy Share of Montana Inc
Donations deductibleEnergy Share of Montana Inc's network
18 people4 organisationsi18 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (18). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
18 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 18 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brandy Powers | Vice President | 2019 | 7 yrs |
| Charlie Rehbein | Director | 2019 | 7 yrs |
| Corey Medved | Director | 2023 | 3 yrs |
| Fred Krepps | Director | 2025 | 1 yr |
| Greg Jergeson | Director | 2019 | 7 yrs |
| Geraldine Custer | Company secretary | 2021 | 5 yrs |
| Jason Nasby | Director | 2023 | 3 yrs |
| Jessie Luther | Director | 2021 | 5 yrs |
| Karla Seaman | Director | 2019 | 7 yrs |
| Ken Morrison | Director | 2021 | 5 yrs |
| Lisa Schindler | Director | 2025 | 1 yr |
| Lori St Aubin | Director | 2021 | 5 yrs |
| Mark Vinger | Treasurer | 2019 | 7 yrs |
| Monti Wetsch | Director | 2020 | 6 yrs |
| Roxanne Klingensmith | President | 2019 | 7 yrs |
| Thor Nelson | Director | 2019 | 7 yrs |
| Tina Shorten | Director | 2019 | 7 yrs |
| Teresa Miller | Director | 2022 | 4 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Jonathan Ballew | Executive Dir. | 2025 |
| Rachel Haberman | Executive Director | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Rachel Haberman | Executive Dir. | 40 | $118k | $12k | |
| Jonathan Ballew | Executive Dir. | 40 | $10k | ||
| Mark Vinger | Treasurer | 0.1 | $0 | ||
| Roxanne Klingensmith | President | 0.1 | $0 | ||
| Fred Krepps | Director | 0.1 | $0 | ||
| Brandy Powers | Vice President | 0.1 | $0 | ||
| Geraldine Custer | Secretary | 0.1 | $0 | ||
| Greg Jergeson | Director | 0.1 | $0 | ||
| Jessie Luther | Director | 0.1 | $0 | ||
| Teresa Miller | Director | 0.1 | $0 | ||
| Ken Morrison | Director | 0.1 | $0 | ||
| Thor Nelson | Director | 0.1 | $0 | ||
| Charlie Rehbein | Director | 0.1 | $0 | ||
| Karla Seaman | Director | 0.1 | $0 | ||
| Tina Shorten | Director | 0.1 | $0 | ||
| Lori St Aubin | Director | 0.1 | $0 | ||
| Corey Medved | Director | 0.1 | $0 | ||
| Jason Nasby | Director | 0.1 | $0 | ||
| Monti Wetsch | Director | 0.1 | $0 | ||
| Lisa Schindler | Director | 0.1 | $0 |
About
- Legal name
- Energy Share of Montana Inc
- EIN
- 810411562
- Address
- 3117 Cooney Dr Ste 102, Helena, MT, 59602-0229
- State
- Montana
- Mission
- 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 water heater safety and efficiency. (as filed on the Form 990)
- Activity (NTEE)
- L820 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 8 (IRS master file code)
- Formed
- 1982
- Principal officer
- Jonathan Ballew (as named on the Form 990)
- IRS ruling date
- 1 September 1985
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsBrandy Powers
≥7years on the filingsCharlie Rehbein
≥7years on the filingsGreg Jergeson
≥7years on the filingsKarla Seaman
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $15.5m
- Total liabilities
- $282k
- Net assets or fund balances
- $15.3m
- Contributions and grants received
- $1.3m
- Program service revenue
- $1.8m
- Grants and similar paid out
- $2.8m
- Employees
- 3
- Volunteers
- 83
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $2.7m | $3.1m | Deficit $452k |
As filed on the IRS Form 990. US dollars.
Grants paid
12 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| District VII HRDC | Bill assist, ARBR, and Weath, furn | $835k |
| Opportunities Inc | Bill assist, ARBR, and Weath, furn | $681k |
| District XI HRDC | Emergency Bill Assistance, ARBR WX | $345k |
| Rocky Mountain Development | Emergency Bill Assistance, ARBR WX | $213k |
| Action Inc | Emergency Bill Assistance, ARBR WX | $189k |
| Action for Eastern Montana | Emergency bill, furnace saftey, ARB | $139k |
| District IX HRDC | Emergency Bill Assistance, ARBR WX | $111k |
| District VI HRDC | Emergency Bill Assistance, ARBR WX | $82k |
| Community Action Partnership | Emergency bill assistance | $67k |
| District IV HRDC | Emergency bill assistance | $51k |
| Habitat for Humanity | Low Income Energy Efficiency | $26k |
| Habitat for Humanity | Low Income Energy Efficiency | $25k |