Civic Intelligence

Westshore Community Assistance Program

990 • Fiscal year 2019 • EIN 20-0353235

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 06, 2020

PO Box 630Lakeside, MT 59922

(406) 709-2167

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

54th percentile

4.9%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

2.7%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$493,983

Up $12,972 (+2.7%) from 2018

Net Assets

Up

$493,983

Up $12,972 (+2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$232,252

Up $19,002 (+8.9%) from 2018

Expenses

Up

$220,772

Up $22,147 (+11%) from 2018

Net Income

Down

$11,480

Down $3,145 (-22%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $258,457Liabilities 2011: $02011Assets 2012: $408,251Liabilities 2012: $0Net Assets 2012: $408,2512012Assets 2013: $433,523Liabilities 2013: $0Net Assets 2013: $433,5232013Assets 2014: $459,514Liabilities 2014: $0Net Assets 2014: $459,5142014Assets 2015: $473,984Liabilities 2015: $0Net Assets 2015: $473,9842015Assets 2016: $470,871Liabilities 2016: $0Net Assets 2016: $470,8712016Assets 2017: $465,969Liabilities 2017: $0Net Assets 2017: $465,9692017Assets 2018: $481,011Liabilities 2018: $0Net Assets 2018: $481,0112018Assets 2019: $493,983Liabilities 2019: $0Net Assets 2019: $493,9832019Assets 2020: $525,917Liabilities 2020: $0Net Assets 2020: $525,9172020Assets 2021: $565,827Liabilities 2021: $0Net Assets 2021: $565,8272021Assets 2022: $573,503Liabilities 2022: $0Net Assets 2022: $573,5032022Assets 2023: $586,802Liabilities 2023: $0Net Assets 2023: $586,8022023Assets 2024: $594,334Liabilities 2024: $0Net Assets 2024: $594,3342024

Highlighted filing

2019

Assets$493,983
Liabilities$0
Net Assets$493,983

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $220,296Expenses 2011: $25,554Net Income 2011: $194,7422011Expenses 2012: $46,5022012Revenue 2013: $146,003Expenses 2013: $121,241Net Income 2013: $24,7622013Revenue 2014: $144,713Expenses 2014: $118,234Net Income 2014: $26,4792014Revenue 2015: $139,433Expenses 2015: $125,012Net Income 2015: $14,4212015Revenue 2016: $127,608Expenses 2016: $131,954Net Income 2016: -$4,3462016Revenue 2017: $115,006Expenses 2017: $122,309Net Income 2017: -$7,3032017Revenue 2018: $213,250Expenses 2018: $198,625Net Income 2018: $14,6252018Revenue 2019: $232,252Expenses 2019: $220,772Net Income 2019: $11,4802019Revenue 2020: $254,670Expenses 2020: $225,587Net Income 2020: $29,0832020Revenue 2021: $221,263Expenses 2021: $184,153Net Income 2021: $37,1102021Revenue 2022: $202,489Expenses 2022: $192,100Net Income 2022: $10,3892022Revenue 2023: $256,319Expenses 2023: $244,405Net Income 2023: $11,9142023Revenue 2024: $229,891Expenses 2024: $224,485Net Income 2024: $5,4062024

Highlighted filing

2019

Revenue$232,252
Expenses$220,772
Net Income$11,480
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 6, 2020
Return Version
2019v5.0
Gross Receipts
$232,279
Mission and Program Overview

Mission

Provide community assistance in times of community and personal emergency/disaster to residents of west shore of flathead lake, including, but not limited to, maintaining food bank and emergency grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$385,147$365,091▼ $20,056
Savings and Temporary Cash Investments$78,838$109,557▲ $30,719
Investments in Publicly Traded Securities$9,201$10,915▲ $1,714
Cash and Non-Interest-Bearing Accounts$7,810$8,388▲ $578
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$481,011$493,983▲ $12,972
Other Assets Total$15$32▲ $17
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$469,428$466,085▼ $3,343
Net Assets With Donor Restrictions$11,583$27,898▲ $16,315
Total Net Assets Fund Balance$481,011$493,983▲ $12,972
Total Liabilities and Net Assets / Fund Balance$481,011$493,983▲ $12,972

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$171,512$38,717$210,229
Land$149,000-$149,000
Equipment$22,587$24,981$47,568
Leasehold Improvements$21,992$21,495$43,487
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julia SundePresident
Caroline CasteelDirector
Dennis HattonDirector
Leslie KnuthDirector
Linden WendleDirector
Richard RedfieldManaging Director
Marty SundeSecretary
Celia EastburnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,429
Program Service Revenue
$480
Investment Income
$1,343
Other Revenue
$0
All Other Contributions
$230,429
Change in Net Assets
$11,480

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Food Inventory4$148,407
Total Noncash Contributions4$148,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$174,000
Other Expenses$46,772
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$174,000--$174,000
Depreciation Depletion$22,778--$22,778
Occupancy$9,555--$9,555
Insurance$4,850--$4,850
All Other Expenses$905--$905
Fees for Services Accounting-$380-$380
Other Expenses$287--$287
Office Expenses$167--$167
Total Functional Expenses$220,392$380$0$220,772
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Julia and marty sunde are marriedrick redfield and celia eastburn are distant cousins

Form 990, Part VI, Line 11B: Form 990 Review Process

Board of directors is provided a copy of form 990 for review/approval prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Westshore Community Assistance Program
EIN
20-0353235
Phone
4067092167
Address
PO BOX 630, LAKESIDE, MT 59922

Signing Officer

Name
Celia Eastburn
Title
Treasurer
Signed
2020-04-06
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Kristi Taylor CPA PLLC
Address
493 9th Avenue East N, Kalispell, MT 59901
Preparer
Kristi L Taylor CPA
Phone
4068908957
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Change in mkt adjustment = $1492

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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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IRS990/PYContributionsGrantsAmt0207388
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0160912
IRS990/PYInvestmentIncomeAmt05862
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt035143
IRS990/PYRevenuesLessExpensesAmt014625
IRS990/PYSalariesCompEmpBnftPaidAmt02570
IRS990/PYTotalExpensesAmt0198625
IRS990/PYTotalRevenueAmt0213250
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011480
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0218779
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078838
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109557
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0230429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0207388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0114132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0125770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0138900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0816619
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01370
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0874
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0627
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0533
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0874
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0627
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04595
IRS990ScheduleA/InvestmentIncomeCYPct00.00560
IRS990ScheduleA/InvestmentIncomePYPct00.00510
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99440
IRS990ScheduleA/PublicSupportPY509Pct00.99490
IRS990ScheduleA/PublicSupportTotal509Amt0816619
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0230429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0207388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114132
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138900
IRS990ScheduleA/Total509Grp/TotalAmt0816619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0231799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0208579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0139433
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0821214
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0171512
IRS990ScheduleD/BuildingsGrp/DepreciationAmt038717
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0210229
IRS990ScheduleD/EquipmentGrp/BookValueAmt022587
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024981
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047568
IRS990ScheduleD/LandGrp/BookValueAmt0149000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0149000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt021992
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt021495
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt043487
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0365091
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FOOD PURCHASES FOR FOOD BANK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COMMUNITY SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0172714
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt11286
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0FOODSTUFF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1NONFOOD ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0$1/#
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1COST
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/FoodInventoryGrp/ContributionCnt04
IRS990ScheduleM/FoodInventoryGrp/NonCashCheckboxInd0X
IRS990ScheduleM/FoodInventoryGrp/NoncashContributionsRptF990Amt0148407
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JULIA AND MARTY SUNDE ARE MARRIEDRICK REDFIELD AND CELIA EASTBURN ARE DISTANT COUSINS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS IS PROVIDED A COPY OF FORM 990 FOR REVIEW/APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN MKT ADJUSTMENT = $1492
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0481011
IRS990/TotalAssetsEOYAmt0493983
IRS990/TotalAssetsGrp/BOYAmt0481011

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$2.30$2.24$0.05
2023Summary only. Only limited summary data is available for this year.$5.87$0.00$5.87$2.56$2.44$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.74$0.00$5.74$2.02$1.92$0.10
2021Summary only. Only limited summary data is available for this year.$5.66$0.00$5.66$2.21$1.84$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$2.55$2.26$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$2.32$2.21$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.81$2.13$1.99$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$1.15$1.22$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$1.28$1.32$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$1.39$1.25$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$1.45$1.18$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$1.46$1.21$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.00$4.08$0.47
2011Summary only. Only limited summary data is available for this year.$2.58$0.00$2.20$0.26$1.95