Heart of the Rockies Foundation
Donations deductibleRevenue
$1.4m
year to 31 December 2024
Expenses
$775k
year to 31 December 2024
Total assets
$2.3m
$0 liabilities
Net assets
$2.3m
assets less liabilities
Directors and trustees
5
4.0y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
4
named in Part VII
Heart of the Rockies Foundation's network
5 people2 organisationsi5 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (6) 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
5 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 5 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 |
|---|---|---|---|
| Brian Bean | Company secretary | 2022 | 4 yrs |
| Elizabeth Bell | Director | 2024 | 2 yrs |
| Gary Wolfe | Director | 2022 | 4 yrs |
| Jim Owens | President | 2022 | 4 yrs |
| Kristin Troy | Treasurer | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
4 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 |
|---|---|---|
| Gary Burnett | Mananging Dir | 2023 |
| Gavin Ricklefs | Managing Dir. | 2024 |
| Joann Grant | Managing Dir | since 2023 |
| Kali Hannon | Managing Dir. | since 2023 |
Pay and hours
year to 31 December 2024iFrom 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 |
|---|---|---|---|---|---|
| Joann Grant | Managing Dir | 0 | $0 | $125k | $14k |
| Kali Hannon | Managing Dir. | 0 | $0 | $120k | $13k |
| Gavin Ricklefs | Managing Dir. | 0 | $0 | $36k | |
| Jim Owens | President | 2 | $0 | ||
| Elizabeth Bell | Director | 2 | $0 | ||
| Brian Bean | Secretary | 2 | $0 | ||
| Kristin Troy | Treasurer | 2 | $0 | ||
| Gary Wolfe | Director | 2 | $0 |
About
- Legal name
- Heart of the Rockies Foundation
- EIN
- 863893685
- Address
- 120 Hickory St B, Missoula, MT, 59801-1820
- State
- Montana
- Mission
- The Heart of the Rockies Foundation shall provide fundraising services to and hold title to assets that contribute to and support the charitable, public benefit programs of Heart of the Rockies Initiative. (as filed on the Form 990)
- Activity (NTEE)
- C34 Environment
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Environment
- Size band
- 6 (IRS master file code)
- Formed
- 2021
- Principal officer
- Jim Owens (as named on the Form 990)
- IRS ruling date
- 1 January 2023
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2024
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥4years on the filingsBrian Bean
≥4years on the filingsGary Wolfe
≥4years on the filingsJim Owens
≥4years on the filingsKristin Troy
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $2.3m
- Total liabilities
- $0
- Net assets or fund balances
- $2.3m
- Contributions and grants received
- $1.3m
- Program service revenue
- $0
- Grants and similar paid out
- $775k
- Employees
- 0
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 |
|---|---|---|---|
| 2024 | $1.4m | $775k | $587k |
As filed on the IRS Form 990. US dollars.
Grants paid
8 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 |
|---|---|---|
| The Vital Ground Foundation | Protect lands of high conserv value | $162k |
| The Conservation Fund | Protect lands of high conserv value | $75k |
| Nature Conservancy | Protect lands of high conserv value | $70k |
| Heart of the Rockies Inititia | Program Operations | $63k |
| Montana Land Reliance | Protect lands of high conserv value | $50k |
| Sagebrush Steppe Land Trust | Protect lands of high conserv value | $45k |
| Wood River Land Trust | Protect lands of high conserv value | $30k |
| Flathead Land Trust | Protect lands of high conserv value | $10k |