Max S Baucus Institute

Analysis

Max S Baucus Institute is a registered charity in United States, based in Bozeman, MT. It received its IRS tax-exemption ruling in December 2021, 5 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Max S Baucus Institute reported income of $726k and spending of $428k, leaving 41% of income unspent that year. Across the 2 years on record, from December 2022 to December 2023, income fell from $844k to $726k (-14%), an average of -14% a year. Over the whole period it spent 41% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Max S Baucus Institute sits at the 78th percentile: it is larger than about 78% of them. Against every charity in United States with reported income it ranks in the 75th percentile, and in the 77th percentile within MT. Charities of a similar size with the same main cause include Historic Everett Theatre Preservation Society ($726k), Wentworth Military Academy Museum Endowment ($726k) and Bronxville School Foundation Inc ($726k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 98% of the total. Compensation of current officers, directors and key employees was $23k (5.4% of expenses). Other salaries and wages came to $18k. It paid $48k in professional fundraising fees. At year end it held assets of $1.1m against liabilities of $11k, net assets of $1.1m. It reported 3 employees.