Civic Intelligence

Mountain Brook Homestead Foundation

EIN 04-3699870 • 501(c)3 • Kalispell, MT

Profile

To maintain and develop the old mountain brook school campus, including community library, children's programs, and local playground, as a historic site and community center.

2353 Foothill RdKalispell, MT 59901

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

51st percentile

-1.2%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-95%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$308,477

Down $3,694 (-1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$308,477

Down $3,694 (-1.2%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Down

$14,797

Down $299,749 (-95%) from 2020

Expenses

Up

$18,491

Up $5,659 (+44%) from 2020

Net Income

Down

-$3,694

Down $305,408 (-101%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2020: $312,171Liabilities 2020: $0Net Assets 2020: $312,1712020Assets 2021: $308,477Liabilities 2021: $0Net Assets 2021: $308,4772021

Highlighted filing

2021

Assets$308,477
Liabilities$0
Net Assets$308,477
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2020: $314,546Expenses 2020: $12,832Net Income 2020: $301,7142020Revenue 2021: $14,797Expenses 2021: $18,491Net Income 2021: -$3,6942021

Highlighted filing

2021

Revenue$14,797
Expenses$18,491
Net Income-$3,694
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,477
Liabilities
$0
Net assets
$308,477
Revenue
$14,797
Expenses
$18,491
Net income
-$3,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.15$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$3.15$0.13$3.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Gross Receipts
$14,797
Mission and Program Overview

Mission

To maintain and develop the old mountain brook school campus, including community library, children's programs, and local playground, as a historic site and community center.

Program Services

DescriptionGrantsExpenses
THE MOUNTAIN BROOK COMMUNITY LIBRARY PROVIDES FREE PUBLIC ACCESS TO BOOKS, 3 COMPUTERS, AND MEETING SPACES TO LOCAL COMMUNITY GROUPS.-$18,491
CHILDREN'S PROGRAMS WERE CANCELED IN 2021 DUE TO THE GLOBAL COVID PANDEMIC.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERYL HOLLINGERPresident-$0--
DEBIE RAIMANVice Preside-$0--
SANDRA HARVEYTreasurer-$0--
SUSAN HORNER-TILLSecretaryPT$0--
ARLENE JOHNSONTrustee-$0--
LYNN KEHOETrustee-$0--
SUNNIE LEBLANCTrustee-$0--
JIM MARSHALLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mountain Brook Homestead Foundation
EIN
04-3699870
Phone
4067564571
Address
2353 FOOTHILL RD, KALISPELL, MT 59901

Signing Officer

Name
Sandra Harvey
Title
Treasurer
Phone
4067564571
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Mission Accounting Pc
Address
19 APPLEWAY DR, KALISPELL, MT 59901
Preparer
Christian Shaeffer CPA
Phone
4068906925
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“REBATE 60 TOTAL 60”

Form 990-ez, Part I, Line 16

“Expenses advertising 1,173 supplies 92 filing fee 20 info tech 1,317 insurance 4,217 non-investment depreciation 6,411 total 13,230”

Form 990-ez, Part II, Line 24

“250,000 250,000 less accumulated depreciation 3,739 10,150 total 246,261 239,850”

Form 990-ez, Part III

“To maintain and develop the old mountain brook school campus, including community library, children's programs, and local playground, as a historic site and community center.”

Raw XML Appendix149 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SANDRA HARVEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04067564571
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt070 BROWNS GULCH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALISPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013777
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3694
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0865
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0312171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0308477
IRS990EZ/GrossReceiptsAmt014797
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt060500
IRS990EZ/LandAndBuildingsGrp/EOYAmt060500
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0312171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0308477
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0312171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0308477
IRS990EZ/OccupancyRentUtltsAndMaintAmt04396
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERYL HOLLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBIE RAIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDRA HARVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN HORNER-TILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ARLENE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNN KEHOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUNNIE LEBLANC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0246261
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0239850
IRS990EZ/OtherExpensesTotalAmt013230
IRS990EZ/OtherRevenueTotalAmt060
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAINTAIN AND DEVELOP THE OLD MOUNTAIN BROOK SCHOOL CAMPUS, INCLUDING COMMUNITY LIBRARY, CHILDREN'S PROGRAMS, AND LOCAL PLAYGROUND, AS A HISTORIC SITE AND COMMUNITY CENTER.
IRS990EZ/ProgramServiceRevenueAmt0960
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MOUNTAIN BROOK COMMUNITY LIBRARY PROVIDES FREE PUBLIC ACCESS TO BOOKS, 3 COMPUTERS, AND MEETING SPACES TO LOCAL COMMUNITY GROUPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHILDREN'S PROGRAMS WERE CANCELED IN 2021 DUE TO THE GLOBAL COVID PANDEMIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018491
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018491
IRS990EZ/TotalProgramServiceExpensesAmt018491
IRS990EZ/TotalRevenueAmt014797
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0313150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0326927
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02416
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.07180
IRS990ScheduleA/PublicSupportPY170Pct00.03010
IRS990ScheduleA/PublicSupportTotal170Amt023466
IRS990ScheduleA/SubstantialContributorsTotAmt0303461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0313150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0326927
IRS990ScheduleA/TotalSupportAmt0326927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REBATE 60 TOTAL 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 1,173 SUPPLIES 92 FILING FEE 20 INFO TECH 1,317 INSURANCE 4,217 NON-INVESTMENT DEPRECIATION 6,411 TOTAL 13,230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2250,000 250,000 LESS ACCUMULATED DEPRECIATION 3,739 10,150 TOTAL 246,261 239,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO MAINTAIN AND DEVELOP THE OLD MOUNTAIN BROOK SCHOOL CAMPUS, INCLUDING COMMUNITY LIBRARY, CHILDREN'S PROGRAMS, AND LOCAL PLAYGROUND, AS A HISTORIC SITE AND COMMUNITY CENTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA HARVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04067564571
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTAIN BROOK HOMESTEAD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0043699870
ReturnHeader/Filer/PhoneNum04067564571
ReturnHeader/Filer/USAddress/AddressLine1Txt02353 FOOTHILL RD
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453058559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MISSION ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 APPLEWAY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04068906925
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN SHAEFFER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-09T13:23:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARVEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits