EIN 92-1002356

Jody Alise Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Roundup
State
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Jody Alise Foundation supports mental health services in rural Montana through paid interns who develop printed materials and social media platforms to promote mental health awareness. The foundation operates exclusively for charitable purposes and is located in Roundup, MT.
Total revenues
$892,798
2023
Total expenses
$80,530
2023
Total assets
$2,513,734
2023
Num. employees
0
2023

Program areas at Jody Alise Foundation

The purpose of the Jody Alise Foundation (JAF) is to support mental health services in rural Montana. The foundation will provide paid interns at clinics and other organizations to develop printed materials and social media platforms to promote mental health awareness and let people in need know where they can find help, which is often hard to find in rural settings; and to work with schools and other nonprofit organizations to enhance delivery of mental health services in rural Montana.The initial seed funding for JAF came from its founder, but the goal of the foundation is to operate as a public charity supported by diverse individuals, grantors, and institutions. The foundation was funded in December. Operations are underway in 2023, and we look forward to reporting our program service accomplishments on our next return.The foundation exists for educational and charitable purposes and specifically to make grants to individuals and organizations operating in the State of Montana seeking to improve mental health and/or treat mental illness and to develop and publish materials and webinars for use by professionals and schools to improve mental health and/or treat mental illness. The foundation presently carries out its purposes by (a) locating and funding experts who can educate regarding identification of trauma and the provision of ongoing trauma care (Trauma Experts), (b) locating and funding speakers who can educate regarding mental and emotional health (Health Speakers), (c) hiring student ambassadors to advocate for mental health and addiction awareness (Student Ambassadors), (d) hiring a mental health disorder and addiction specialist to operateeducation and prevention programs (Health Specialist), and (e) paying counseling or professional mental health provider services for individuals unable to pay (Treatment Assistance). The foundation plans to expand its grantmaking program to other organizations with tax exempt purposes of improving mental health and treatment of mental illness, hiring additional counselors and addiction specialists and creating a widelyaccessible online community to foster sharing of professional materials and curriculum designed to improve mental health and treat mental illness.The Trauma Expert and Health Speaker programs are conducted directly by the foundation. The foundation identifies appropriate experts and funds all expenses related to the expert speaking and educating in the State of Montana. The activity has been conducted at schools or other community centers in Roundup, Montana. The activity is approximately 5 percent of the foundation's time and expense.The Student Ambassador program is conducted directly by part time student employees of the foundation. The foundation accepts applications from students and employes three to four students who are employed to educate students regarding mental health awareness and mental health treatment resources. The activity has been conducted primarily at Roundup public schools. The activity is also approximately 5 percentof the foundation's time and expense.The Health Specialist is conducted directly by a full time employee of the foundation. The specialist is primarily responsible for providing awareness of and connecting community members with different existing organizations providing mental health awareness and treatment resources. As this activity is a new program, it is approximately 4 percent of the foundation's time and expense.The Treatment Assistance program is conducted by the foundation assisting individuals who are unable to pay for counseling or treatmentservices by paying third party providers of those services. The activity is also approximately 1 percent of the foundation's time and expense.The foundation will increasingly conduct activities by grantmaking to other organized that are recognized as Section 501(c)(3) organizations and which operate in the State of Montana. The foundation will conduct the grantmaking by receiving applications, primarily through its website, but the mental health awareness and treatment services will be conducted by other public charities using grants received from the foundation. The activity is estimated to be approximately 85 percent of the foundation's time and expense.2023 PROGRAM ACCOMPLISHMENTS: httpswwwrounduprecordcomstory2023...

Grants made by Jody Alise Foundation

GranteeAmount
The Salvation Army$6,000

Personnel at Jody Alise Foundation

NameTitleCompensation
Jody Alise DahlPresident$0
Kiley JudischTreasurer$0
Nicole BornerSecretary$0

Financials for Jody Alise Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$808,942
Program services$0
Investment income and dividends$83,856
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$892,798

Form 990s for Jody Alise Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-16990View PDF
2022-122023-11-15990View PDF
Data update history
December 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 27, 2023
Updated personnel
Identified 3 new personnel
December 24, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
HealthMental health
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 263
Roundup, MT 59072
County
Musselshell County, MT
Phone
(406) 323-3614
IRS details
EIN
92-1002356
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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