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Passes our checks

West Mont

EIN 81-0402506 · Helena, MT

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair62 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$10.7 million
Spending
$10.6 million
Spent on programs
76%
Reserves
2.7 months of spending
Largest source of income
fees for its services, 95%
Employees
350
Volunteers
6
Highest pay
$107,360, vp admin & finance (termed 6.25)

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 62 out of 100. Higher than 45% of charities in its peer group (mental health, $10m to $100m).

  • Reserves

    10 of 35

    Spendable reserves would cover 2.7 months of spending.

  • Debt

    10 of 20

    It owes 43% of what it owns.

  • Living within its means

    12 of 15

    Income exceeded spending by 1% of income.

  • Income trend

    15 of 15

    Income rose 6% on the year before.

  • Spending floor

    15 of 15

    76% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 37% of charities in its peer group (mental health, $10m to $100m).

  • Independent board

    25 of 25

    6 of 6 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $5.2 million spent. 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).
  2. $2.0 million spent. 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.
  3. $836,686 spent. 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.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since July 1984.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.