Civic Intelligence

Whitefish Legacy Partners Inc.

990 • Fiscal year 2016 • EIN 20-0674119

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 03, 2017

PO Box 1895Whitefish, MT 59937

(406) 862-3880

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$59,220

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

0.7%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$883,749

Up $98,558 (+13%) from 2015

Net Assets

Up

$882,267

Up $98,346 (+13%) from 2015

Liabilities

Up

$1,482

Up $212 (+17%) from 2015

Revenue

Up

$469,457

Up $3,196 (+0.7%) from 2015

Expenses

Up

$371,111

Up $78,691 (+27%) from 2015

Net Income

Down

$98,346

Down $75,495 (-43%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $81,418Liabilities 2010: $3,185Net Assets 2010: $78,2332010Assets 2011: $1,341,598Liabilities 2011: $1,046Net Assets 2011: $1,340,5522011Assets 2012: $3,026,197Liabilities 2012: $1,529Net Assets 2012: $3,024,6682012Assets 2013: $501,207Liabilities 2013: $189Net Assets 2013: $501,0182013Assets 2014: $607,265Liabilities 2014: $0Net Assets 2014: $607,2652014Assets 2015: $785,191Liabilities 2015: $1,270Net Assets 2015: $783,9212015Assets 2016: $883,749Liabilities 2016: $1,482Net Assets 2016: $882,2672016Assets 2017: $1,020,749Liabilities 2017: $3,852Net Assets 2017: $1,016,8972017Assets 2018: $919,533Liabilities 2018: $4,096Net Assets 2018: $915,4372018Assets 2019: $1,069,280Liabilities 2019: $6,552Net Assets 2019: $1,062,7282019Assets 2020: $1,285,260Liabilities 2020: $37,094Net Assets 2020: $1,248,1662020Assets 2021: $1,697,512Liabilities 2021: $1,060Net Assets 2021: $1,696,4522021Assets 2022: $1,913,634Liabilities 2022: $27,290Net Assets 2022: $1,886,3442022Assets 2023: $3,517,358Liabilities 2023: $14,303Net Assets 2023: $3,503,0552023Assets 2024: $4,391,525Liabilities 2024: $20,787Net Assets 2024: $4,370,7382024

Highlighted filing

2016

Assets$883,749
Liabilities$1,482
Net Assets$882,267

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $191,073Expenses 2010: $122,457Net Income 2010: $68,6162010Expenses 2011: $170,8902011Expenses 2012: $338,3112012Revenue 2013: $2,145,420Expenses 2013: $4,669,070Net Income 2013: -$2,523,6502013Revenue 2014: $3,956,064Expenses 2014: $3,849,817Net Income 2014: $106,2472014Revenue 2015: $466,261Expenses 2015: $292,420Net Income 2015: $173,8412015Revenue 2016: $469,457Expenses 2016: $371,111Net Income 2016: $98,3462016Revenue 2017: $544,686Expenses 2017: $410,056Net Income 2017: $134,6302017Revenue 2018: $512,044Expenses 2018: $613,504Net Income 2018: -$101,4602018Revenue 2019: $525,523Expenses 2019: $402,059Net Income 2019: $123,4642019Revenue 2020: $594,138Expenses 2020: $411,401Net Income 2020: $182,7372020Revenue 2021: $824,456Expenses 2021: $381,461Net Income 2021: $442,9952021Revenue 2022: $1,108,280Expenses 2022: $930,952Net Income 2022: $177,3282022Revenue 2023: $2,515,854Expenses 2023: $911,218Net Income 2023: $1,604,6362023Revenue 2024: $1,677,778Expenses 2024: $860,840Net Income 2024: $816,9382024

Highlighted filing

2016

Revenue$469,457
Expenses$371,111
Net Income$98,346
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 3, 2017
Return Version
2016v3.0
Gross Receipts
$484,688
Mission and Program Overview

Mission

Whitefish legacy partners vision is to ensure conservation, recreation, and education on the lands around whitefish, montana for future generations.

To ensure conservation, recreation, and education on the lands around whitefish, montana for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$575,959$607,537▲ $31,578
Cash and Non-Interest-Bearing Accounts$205,138$275,799▲ $70,661
Prepaid Expenses and Deferred Charges$2,545--
Accounts Receivable$870$405▼ $465
Land, Buildings, and Equipment, Net$589$8▼ $581
Total Assets$785,191$883,749▲ $98,558
Other Assets Total$90$0▼ $90
Liabilities
Accounts Payable and Accrued Expenses$1,270$1,482▲ $212
Total Liabilities$1,270$1,482▲ $212
Net Assets / Fund Balance
Unrestricted Net Assets$783,921$882,267▲ $98,346
Total Net Assets Fund Balance$783,921$882,267▲ $98,346
Total Liabilities and Net Assets / Fund Balance$785,191$883,749▲ $98,558

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8$4,056$4,064

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$878,383$500▲ $79,519$35,569$912,547
2015$930,031-▼ $2,559$39,905$878,383
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heidi Van EverenExecutive DirectorFT$55,120$4,100$59,220

Board Members and Trustees

NameTitle
Leslie HuntChair
Mike JopekVice Chair
Ed LieserDirector
Henry RicklefsDirector
John MuhlfeldDirector
Julie BaldridgeDirector
Reid SabinDirector
Diane ConradiSecretary
Fred JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$439,026
Program Service Revenue
$7,576
Investment Income
$4,040
Other Revenue
$18,815
All Other Contributions
$429,776
Change in Net Assets
$98,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$250,627
Salaries, Compensation, and Employee Benefits$120,484
Total Fundraising Expense$22,033
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$35,050$13,780$6,890$55,720
Other Salaries and Wages$33,313$8,522$5,286$47,121
All Other Expenses$4,891$2,716$4,818$12,425
Fees for Services Other$12,180--$12,180
Payroll Taxes$7,129$1,835$1,140$10,104
Conferences and Meetings$7,799$1,084-$8,883
Other Expenses$6,729$148$1,405$8,282
Other Employee Benefits$5,330$1,363$846$7,539
Insurance$1,922$3,589-$5,511
Occupancy$3,118$1,039-$4,157
Office Expenses$1,577$431$286$2,294
Advertising$791-$791$1,582
Fees for Services Accounting$1,050$350-$1,400
Information Technology$571-$571$1,142
Depreciation Depletion-$581-$581
Total Functional Expenses$313,640$35,438$22,033$371,111
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,046
Fundraising Direct Expenses$15,231
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hootenanny$34,047$27,547$3,587$23,960
Legacy Run$9,249$6,499$1,646$4,853
Total Events$43,296$34,046$15,231$18,815
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 was provided to the governing body for review prior to filing. The board chairman is charged with reviewing the final form 990 and reporting it to the board.

Form 990, Part VI, Section B, Line 15

Executive director compensation review was completed by the whitefish legacy partner's executive committee, and program director compensation review was completed by the executive director. Salary annual compensation reports were referenced as published online by trec, salary survey, the montana non-profit association, and other online reference documents.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Whitefish Legacy Partners Inc
EIN
20-0674119
Phone
4068623880
Address
PO BOX 1895, WHITEFISH, MT 59937

Signing Officer

Name
Leslie Hunt
Title
Chair
Phone
4068623880
Signed
2017-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Hunt
Formed
2003
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
285

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Suzanne M Severin
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Supplies : program service expenses 3,145. Management and general expenses 0. Fundraising expenses 4,818. Total expenses 7,963. Bank & credit card fees : program service expenses 1,746. Management and general expenses 582. Fundraising expenses 0. Total expenses 2,328. Dues & subscriptions : program service expenses 0. Management and general expenses 2,134. Fundraising expenses 0. Total expenses 2,134.

Financial Statement Notes

PART V, LINE 4:

Endowment fund proceeds are used to support the organizations programs.

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IRS990/Desc0WHITEFISH LEGACY PARTNERS WORKS AS THE COMMUNITY PARTNER AND CATALYST TO CREATE A NATURAL SURFACE TRAIL SYSTEM, KNOWN AS THE WHITEFISH TRAIL, ENCOMPASSING THE 13,000 ACRES OF STATE LANDS IN OUR STUNNING BACKYARD. OUR WORK PERMANENTLY PROTECTS AND CONNECTS THESE IMPORTANT LANDSCAPES, SUPPORTS THE GROWTH OF TOURISM AND THE LOCAL ECONOMY, AND ENGAGES THE LOCAL COMMUNITY THROUGH MUTUALLY BENEFICIAL AND SUSTAINABLE SOLUTIONS. WLP'S EDUCATION AND STEWARDSHIP PROGRAMS ON THE WHITEFISH TRAIL OFFER A UNIQUE OPPORTUNITY TO CULTIVATE CONNECTIONS BETWEEN OUR COMMUNITY, OUR NATURAL LANDS, AND OUR OUTDOOR HERITAGE. WHITEFISH LEGACY PARTNERS FACILITATES OUTINGS ON THE TRAIL AND WE STRIVE TO EDUCATE LOCALS, VISITORS, AND YOUTH ABOUT CONSERVATION AND THE INTERWOVEN ELEMENTS OF A THRIVING FOREST, SCENIC VIEWSHEDS, CLEAN WATER, CRITICAL WILDLIFE CORRIDORS, AND QUALITY RECREATION OPPORTUNITIES. EDUCATION AND STEWARDSHIP PROGRAMS ARE FUNDED 100% THROUGH WHITEFISH LEGACY PARTNERS ANNUAL OPERATIONS, GRANTS, AND PRIVATE FUNDRAISING EFFORTS.
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01363
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05330
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07539
IRS990/OtherExpensesGrp/Desc0TRAIL CONSTRUCTION
IRS990/OtherExpensesGrp/Desc1TRAIL OPERATIONS AND MA
IRS990/OtherExpensesGrp/Desc2PUBLIC REC FUNDING
IRS990/OtherExpensesGrp/Desc3POSTAGE & PRINTING
IRS990/OtherExpensesGrp/FundraisingAmt01405
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0148
IRS990/OtherExpensesGrp/ProgramServicesAmt0110729
IRS990/OtherExpensesGrp/ProgramServicesAmt152510
IRS990/OtherExpensesGrp/ProgramServicesAmt228951
IRS990/OtherExpensesGrp/ProgramServicesAmt36729
IRS990/OtherExpensesGrp/TotalAmt0110729
IRS990/OtherExpensesGrp/TotalAmt152510
IRS990/OtherExpensesGrp/TotalAmt228951
IRS990/OtherExpensesGrp/TotalAmt38282
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05286
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08522
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033313
IRS990/OtherSalariesAndWagesGrp/TotalAmt047121
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01140
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01835
IRS990/PayrollTaxesGrp/ProgramServicesAmt07129
IRS990/PayrollTaxesGrp/TotalAmt010104
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02545
IRS990/PrincipalOfficerNm0LESLIE HUNT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07576
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07576
IRS990/ProgSrvcAccomActy2Grp/Desc0OUR COMMUNITY CONSERVATION PROJECTS KNOWN LOCALLY AS PLACES WORTH PROTECTING CREATE A LEGACY OF PERMANENT, PUBLIC ACCESS TO CLEAN WATER, WILDLIFE HABITAT, UNCLUTTERED VIEWS, HIGH QUALITY RECREATION, WORKING FORESTS. OUR WORK CREATES PERMANENT, PUBLIC ACCESS AND TRAILS IN SUSTAINABLE, WORKING FORESTS THROUGH A COMBINATION OF LICENSES, AGREEMENTS, EASEMENTS, LAND SWAPS, COMMUNITY FORESTS, COMMUNITY STEWARDSHIP, AND OTHER INNOVATIVE SOLUTIONS. OUR PLACES WORTH PROTECTING WORK IDENTIFIES OUR PRIORITY CONSERVATION STRATEGIES, DRIVES THE LEGALLY COMPLEX TRANSACTIONS, AND DIRECTS THE COMPLICATED FUNDING MECHANISMS AND OPPORTUNITIES. THE CLOSE THE LOOP EFFORTS WILL PLAN, DESIGN, AND FUND THE FINAL PHASES OF THE WHITEFISH TRAIL BY YEAR 2020.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030229
IRS990/ProgSrvcAccomActy3Grp/Desc0THE WHITEFISH TRAIL IS OUR ANCHOR RECREATION PROJECT OFFERING A NON-MOTORIZED, MULTI-USE TRAIL NETWORK AND TRAILHEADS READILY ACCESSED FROM TOWN. THE TRAIL IS OPEN TO HIKERS, BIKERS, AND HORSE USERS AND IS COMPRISED OF STACKED LOOPS, SCENIC OVERLOOKS, SINGLE-TRACK TRAIL AND GATED LOGGING ROADS. OUR VISION IS TO CREATE A 55-MILE RECREATIONAL LOOP TRAIL AROUND WHITEFISH LAKE CONNECTING THE COMMUNITY OF WHITEFISH TO THE ADJACENT STATE AND FEDERAL LANDS. ONGOING OPERATIONS AND MAINTENANCE IS MANAGED THROUGH A PARTNERSHIP WITH THE CITY OF WHITEFISH AND IS FUNDED 100% THROUGH THE WT ENDOWMENT FUND AND WHITEFISH LEGACY PARTNERS. THE WHITEFISH TRAIL AND TRAILHEAD CONSTRUCTION TO CLOSE THE LOOP OF THE WHITEFISH TRAIL IS FUNDED THROUGH GRANTS AND MATCHING FUNDS RAISED BY WHITEFISH LEGACY PARTNERS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0163239
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0406643
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03356
IRS990/PYOtherExpensesAmt0177372
IRS990/PYOtherRevenueAmt0392
IRS990/PYProgramServiceRevenueAmt055870
IRS990/PYRevenuesLessExpensesAmt0173841
IRS990/PYSalariesCompEmpBnftPaidAmt0115048
IRS990/PYTotalExpensesAmt0292420
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0466261
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt098346
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07576
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0575959
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0607537
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt054500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt03846
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt018018
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt018880
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt08240
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0103484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0389961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0406643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03918218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02043713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03023484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09782019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03356
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04290
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01767
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01635
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt090687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt029429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102830
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0307620
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt022918
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt09234
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt03753
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt035905
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03356
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04290
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01767
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015088
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96830
IRS990ScheduleA/PublicSupportPY509Pct00.98170
IRS990ScheduleA/PublicSupportTotal509Amt09819560
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0132000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt033846
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt018018
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt018880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0103240
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0305984
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt077500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt095000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0202500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0480648
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0475317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03970565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02155777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03043237
IRS990ScheduleA/Total509Grp/TotalAmt010125544
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0484688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0478673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03974855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02157544
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03044872
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010140632
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010286
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0878383
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0912547
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt079519
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt035569
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09184
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0930031
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0878383
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt039905
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04056
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04064
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUND PROCEEDS ARE USED TO SUPPORT THE ORGANIZATIONS PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015231
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOOTENANNY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LEGACY RUN

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.02$4.37$1.68$0.86$0.82
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.01$3.50$2.52$0.91$1.60
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.89$1.11$0.93$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.82$0.38$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.04$1.25$0.59$0.41$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.01$1.06$0.53$0.40$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.51$0.61$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.54$0.41$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.47$0.37$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.78$0.47$0.29$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$3.96$3.85$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$2.15$4.67$2.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.02$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.17
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.19$0.12$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $500k-$1M nonprofits