Mission
TO ASSIST INDIVIDUALS WHO RECEIVE SOCIAL SECURITY OR SSI PAYMENTS BUT ARE UNABLE TO MANAGE THOSE PAYMENTS THEMSELVES DUE TO VARIOUS MEDICAL AND SOCIAL CIRCUMSTANCES. THE ORGANIZATION ACTS AS REPRESENTATIVE FOR THESE INDIVIDUALS.
Small Public Charity
MONTANA FIDUCIARY MANAGEMENT
MONTANA FIDUCIARY MANAGEMENT, of BOZEMAN, MT, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $102K in revenue, $88K in expenses, $4K in total assets.
EIN: 205010474
BOZEMAN, MT
Centers to Support the Independence of Specific Populations
NTEE: P80
Latest filing: 2025
Total Revenue$102K
Total Expenses$88K
Total Assets$4K
Grant Records0
Filing Years2021–2025
Where $100 goes at Montana Fiduciary Management
How Montana Fiduciary Management divides every $100 it spends, from its own Form 990-EZ filings, averaged across 9 years.
$100
Programs
the work itself
<$1
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $100 for programs
$50
Assisting individuals who receive social security or ssi payments and acting as representative payee for these individuals To assist individuals who receive social security or ssi payments but…
$50
Assisting individuals who receive social security or ssi payments and acting as representative payee for these individuals
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
PRESIDENT
Katie L Mcgee
TREASURER
Kristi Chaney
VICE PRESIDE
Michael Eddy
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $102K | $88K | $4K |
| 2024 | $87K | $87K | $4K |
| 2023 | $89K | $94K | $2K |
| 2022 | $84K | $83K | $6K |
| 2021 | $76K | $87K | $300 |
Between 2021 and 2025, reported annual revenue grew from $76K to $102K (+33%), with total assets most recently reported at $4K.
Interactive year-over-year charts and full filing details available with membership.