Civic Intelligence

Lore Kann Foundation Inc.

990PF • Fiscal year 2021 • EIN 13-3374261

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 12, 2022

Organization Profile
177 Old Clyde Park RoadLivingston, MT 59047

(406) 224-1049

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-51%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

159%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$422,845

Down $7,277 (-1.7%) from 2020

Net Assets

$422,845

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Up

$14,372

Up $8,829 (+159%) from 2020

Expenses

Down

$21,649

Down $10,196 (-32%) from 2020

Net Income

Up

-$7,277

Up $19,025 (+72%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $748,310Liabilities 2011: $02011Assets 2012: $675,010Liabilities 2012: $02012Assets 2013: $615,275Liabilities 2013: $02013Assets 2014: $606,536Liabilities 2014: $02014Assets 2015: $560,686Liabilities 2015: $02015Assets 2019: $456,424Liabilities 2019: $02019Assets 2020: $430,122Liabilities 2020: $02020Assets 2021: $422,845Liabilities 2021: $0Net Assets 2021: $422,8452021Assets 2022: $419,125Liabilities 2022: $0Net Assets 2022: $419,1252022Assets 2023: $442,728Liabilities 2023: $0Net Assets 2023: $442,7282023Assets 2024: $430,197Liabilities 2024: $0Net Assets 2024: $430,1972024

Highlighted filing

2021

Assets$422,845
Liabilities$0
Net Assets$422,845
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $12,937Expenses 2011: $89,689Net Income 2011: -$76,7522011Revenue 2012: $14,914Expenses 2012: $88,214Net Income 2012: -$73,3002012Revenue 2013: $34,558Expenses 2013: $94,293Net Income 2013: -$59,7352013Revenue 2014: $56,880Expenses 2014: $65,619Net Income 2014: -$8,7392014Revenue 2015: $33,483Expenses 2015: $79,333Net Income 2015: -$45,8502015Revenue 2019: $30,517Expenses 2019: $34,089Net Income 2019: -$3,5722019Revenue 2020: $5,543Expenses 2020: $31,845Net Income 2020: -$26,3022020Revenue 2021: $14,372Expenses 2021: $21,649Net Income 2021: -$7,2772021Revenue 2022: $25,298Expenses 2022: $29,018Net Income 2022: -$3,7202022Revenue 2023: $51,996Expenses 2023: $28,393Net Income 2023: $23,6032023Revenue 2024: $34,693Expenses 2024: $47,224Net Income 2024: -$12,5312024

Highlighted filing

2021

Revenue$14,372
Expenses$21,649
Net Income-$7,277
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB FORSTENZERPresident-$0--
KAREN HASKELTreasurer/Se-$0--
Filing and Contact Details

Filer

Filer Name
Lore Kann Foundation Inc
EIN
13-3374261
Phone
4062241049
Address
177 OLD CLYDE PARK ROAD, LIVINGSTON, MT 59047

Signing Officer

Name
Rob Forstenzer
Title
President
Phone
4062241049
Signed
2022-07-12
Discuss with paid preparer
Yes

Preparer

Firm
Cem Bookkeeping & Tax Services Inc
Address
124 S 2ND ST, LIVINGSTON, MT 59047-2604
Preparer
Catherine E Moody
Phone
4063337315
Raw XML Appendix356 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.

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TaxesSchedule/TaxesDetail/Amt0236
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROB FORSTENZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062241049
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-12
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ReturnHeader/Filer/EIN0133374261
ReturnHeader/Filer/PhoneNum04062241049
ReturnHeader/Filer/USAddress/AddressLine1Txt0177 OLD CLYDE PARK ROAD
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471591889
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0124 S 2ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LIVINGSTON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0590472604
ReturnHeader/PreparerPersonGrp/PhoneNum04063337315
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE E MOODY
ReturnHeader/ReturnTs02022-07-21T12:02:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORSTENZER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$422,845
Liabilities
$0
Net assets
$422,845
Revenue
$14,372
Expenses
$21,649
Net income
-$7,277
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.35$0.47$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.52$0.28$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.25$0.29$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.14$0.22$0.07
2020Summary only. Only limited summary data is available for this year.$4.30$0.00$0.06$0.32$0.26
2019Summary only. Only limited summary data is available for this year.$4.56$0.00$0.31$0.34$0.04
2015Summary only. Only limited summary data is available for this year.$5.61$0.00$0.33$0.79$0.46
2014Summary only. Only limited summary data is available for this year.$6.07$0.00$0.57$0.66$0.09
2013Summary only. Only limited summary data is available for this year.$6.15$0.00$0.35$0.94$0.60
2012Summary only. Only limited summary data is available for this year.$6.75$0.00$0.15$0.88$0.73
2011Summary only. Only limited summary data is available for this year.$7.48$0.00$0.13$0.90$0.77
Peer Organizations

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