Civic Intelligence

Westshore Community Assistance Program

990 • Fiscal year 2021 • EIN 20-0353235

Jan 01, 2021 to Dec 31, 2021 • Filed on May 07, 2022

PO Box 630Lakeside, MT 59922

(406) 844-2779

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

57th percentile

17%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

46th percentile

7.6%

Faster asset growth than 46% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Flat

$565,827

Flat from 2021

Net Assets

Flat

$565,827

Flat from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Flat

$221,263

Flat from 2021

Expenses

Flat

$184,153

Flat from 2021

Net Income

Flat

$37,110

Flat from 2021

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 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

2021

Assets$565,827
Liabilities$0
Net Assets$565,827

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 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

2021

Revenue$221,263
Expenses$184,153
Net Income$37,110
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 7, 2022
Return Version
2021v4.0
Gross Receipts
$221,263
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$349,559$338,762▼ $10,797
Savings and Temporary Cash Investments$146,019$189,841▲ $43,822
Cash and Non-Interest-Bearing Accounts$16,278$20,091▲ $3,813
Investments in Publicly Traded Securities$14,019$17,104▲ $3,085
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$525,917$565,827▲ $39,910
Other Assets Total$42$29▼ $13
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$481,002$503,719▲ $22,717
Net Assets With Donor Restrictions$44,915$62,108▲ $17,193
Total Net Assets Fund Balance$525,917$565,827▲ $39,910
Total Liabilities and Net Assets / Fund Balance$525,917$565,827▲ $39,910

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$160,732$49,497$210,229
Land$149,000-$149,000
Equipment$11,508$40,085$51,593
Leasehold Improvements$17,522$26,393$43,915
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julia SundePresident
Caroline CasteelDirector
Dennis HattonDirector
Hollie WiddekindDirector
Sandy KonessDirector
Richard RedfieldManaging Director
Martin SundeSecretary
Celia EastburnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,669
Program Service Revenue
$3,380
Investment Income
$1,214
Other Revenue
$0
All Other Contributions
$216,669
Change in Net Assets
$37,110

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$140,866
Total Noncash Contributions4$140,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$151,949
Other Expenses$32,204
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$151,949--$151,949
Depreciation Depletion$13,792--$13,792
Occupancy$9,102--$9,102
Insurance$5,134--$5,134
All Other Expenses$438--$438
Fees for Services Accounting-$350-$350
Other Expenses$290--$290
Total Functional Expenses$183,803$350$0$184,153
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
4068442779
Address
PO BOX 630, LAKESIDE, MT 59922

Signing Officer

Name
Celia Eastburn
Title
Treasurer
Signed
2022-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
25

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 = $2800

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IRS990/PYGrantsAndSimilarPaidAmt0189571
IRS990/PYInvestmentIncomeAmt01320
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt036016
IRS990/PYProgramServiceRevenueAmt02700
IRS990/PYRevenuesLessExpensesAmt029083
IRS990/PYTotalExpensesAmt0225587
IRS990/PYTotalRevenueAmt0254670
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt037110
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0207676
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146019
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0189841
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0220049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0253350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0230429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0207388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01025348
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01214
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01370
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0874
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01214
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0874
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05969
IRS990ScheduleA/InvestmentIncomeCYPct00.00580
IRS990ScheduleA/InvestmentIncomePYPct00.00570
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99420
IRS990ScheduleA/PublicSupportPY509Pct00.99430
IRS990ScheduleA/PublicSupportTotal509Amt01025348
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0220049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0253350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0230429
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0207388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114132
IRS990ScheduleA/Total509Grp/TotalAmt01025348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0221263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0254670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0231799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0208579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0115006
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01031317
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/BookValueAmt0160732
IRS990ScheduleD/BuildingsGrp/DepreciationAmt049497
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0210229
IRS990ScheduleD/EquipmentGrp/BookValueAmt011508
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040085
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt051593
IRS990ScheduleD/LandGrp/BookValueAmt0149000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0149000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt017522
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026393
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt043915
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0338762
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FOOD PURCHASES FOR FOOD BANK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COMMUNITY SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0151832
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt1117
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/NoncashContributionsRptF990Amt0140866
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 = $2800
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/TotalAssetsBOYAmt0525917
IRS990/TotalAssetsEOYAmt0565827
IRS990/TotalAssetsGrp/BOYAmt0525917
IRS990/TotalAssetsGrp/EOYAmt0565827
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0216669
IRS990/TotalEmployeeCnt00

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
2021Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$2.21$1.84$0.37
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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