Overview
What is Montana Fiduciary Management?
Montana Fiduciary Management is a nonprofit organization dedicated to supporting individuals struggling to manage their Social Security or SSI payments due to health issues or other complex circumstances. Acting as their representative payee, the organization ensures these individuals receive their benefits efficiently and effectively, safeguarding their financial well-being. Montana Fiduciary Management operates within the state of Montana, providing essential assistance to those who require it.
Is Montana Fiduciary Management legitimate?
Montana Fiduciary Management is a legitimate nonprofit organization registered as a 501(c)(3) entity. Montana Fiduciary Management submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
What is the mission statement of Montana Fiduciary Management?
Montana Fiduciary Management's mission is centered around assisting individuals who are entitled to Social Security or SSI payments but are unable to manage these payments due to certain medical and social challenges. The organization serves as a representative for these individuals, acting as their representative payee. This role involves managing and overseeing the use of their benefits to ensure their financial needs are met in an appropriate manner. The ultimate goal is to support these individuals and help them navigate the complexities associated with managing their payments.
Who is the CEO of Montana Fiduciary Management?
Katie L Mcgee is the President of Montana Fiduciary Management.
What is the revenue of Montana Fiduciary Management?
Montana Fiduciary Management's revenue in 2022 was $83,693.
Who are the executives of Montana Fiduciary Management and what are their salaries?
Here are 3 key members and their salaries:
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Where can I find the form 990EZ for Montana Fiduciary Management?
Montana Fiduciary Management's most recent form 990EZ was submitted in 2022 and can be accessed here.
Mission Statement of Montana Fiduciary Management
Montana Fiduciary Management, as an organization, is committed to aiding individuals who receive Social Security or Supplemental Security Income (SSI) payments but struggle to manage these funds due to various medical and social challenges. Serving as their representative payee, the organization ensures that these beneficiaries' financial needs are met responsibly and effectively. By assuming this role, Montana Fiduciary Management plays a crucial part in safeguarding the financial well-being of individuals who may be unable to do so themselves, thereby offering them a measure of financial stability and independence.
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Impact
October, 2024
Montana Fiduciary Management plays a crucial role in supporting individuals who receive Social Security or SSI payments but struggle to manage those funds due to medical or social challenges. By acting as a representative payee, the organization ensures that these individuals' financial needs are met responsibly and effectively. This assistance not only helps with the direct management of funds but also fosters a sense of security and stability for clients who might otherwise face overwhelming financial stress. Overall, the organization's impact extends beyond financial assistance, contributing to the well-being and dignity of those it serves in the Bozeman area and beyond.
This information is meant to be a general summary of Montana Fiduciary Management. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Program Service Revenue: $83,693
- Gross Receipts: $83,693
Assets and Liabilities:
- Total Assets: $6,199
- Total Liabilities: $10,929
- Net Assets: -$4,730
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Organization Details
Phone
(406) 585-9770Principal Officer
Katie L Mcgee
Main Address
32404 E FRONTAGE RD, BOZEMAN, MT, 59715
NTEE Category
Code: P80 - Human services
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