Civic Intelligence

Valier Education Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-0995356

Nov 01, 2017 to Oct 31, 2018 • Filed on Mar 16, 2019

Organization ProfileN/A
272 Dean RoadValier, MT 59486

(406) 279-3737

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-701%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-8.1%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$215,801

Down $19,052 (-8.1%) from 2017

Net Assets

Down

$215,801

Down $19,052 (-8.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$2,528

Down $55,435 (-96%) from 2017

Expenses

Up

$20,248

Up $4,340 (+27%) from 2017

Net Income

Down

-$17,720

Down $59,775 (-142%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$400K$300K$200K$100K$0Assets 2017: $234,853Liabilities 2017: $0Net Assets 2017: $234,8532017Assets 2018: $215,801Liabilities 2018: $0Net Assets 2018: $215,8012018Assets 2020: $215,577Liabilities 2020: $02020Assets 2022: $375,465Net Assets 2022: $375,4652022Assets 2023: $375,940Net Assets 2023: $375,9402023Assets 2024: $389,372Net Assets 2024: $389,3722024

Highlighted filing

2018

Assets$215,801
Liabilities$0
Net Assets$215,801
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $57,963Expenses 2017: $15,908Net Income 2017: $42,0552017Revenue 2018: $2,528Expenses 2018: $20,248Net Income 2018: -$17,7202018Revenue 2020: $1,409Expenses 2020: $0Net Income 2020: $1,4092020Revenue 2022: $169,514Expenses 2022: $9,521Net Income 2022: $159,9932022Revenue 2023: $21,770Expenses 2023: $21,295Net Income 2023: $4752023Revenue 2024: $28,551Expenses 2024: $15,119Net Income 2024: $13,4322024

Highlighted filing

2018

Revenue$2,528
Expenses$20,248
Net Income-$17,720
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Mar 16, 2019
Return Version
2017v2.3
Gross Receipts
$2,528
Mission and Program Overview

Mission

To sponsor, promote, foster, and carry out educational purposes for the benefit of the residents of the town of valier and surrounding areas.

Program Services

DescriptionGrantsExpenses
TO PROVIDE TRAINING AND EDUCATION OF THE CITIZENS OF VALIER AND THE SURROUNDING AREAS$4,616$14,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT SILLPresident-$0--
WAYNE DEANVice President-$0--
MONTY JOHNSONSecretary-$0--
GARY ARNSTDirector-$0--
KIRBY SWANSONDirector-$0--
MIKE O'NEALDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Valier Education Foundation Inc
EIN
20-0995356
Phone
4062793737
Address
272 DEAN ROAD, VALIER, MT 59486

Signing Officer

Name
Wayne Dean
Title
Officer
Phone
4062793737
Signed
2019-03-16
Discuss with paid preparer
Yes

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
P O BOX 989, GREAT FALLS, MT 59403
Preparer
Lana Kadoshnikov CPA
Phone
4067612820
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 102.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 3. Description: advertising. Amount: 72. Description: scholarships. Amount: 14,000. Description: grants . Amount: 4,616. Description: fees and licenses. Amount: 20. Total to form 990-ez, line 16: 18,711.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: -1,332.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: equity investments. Beg. Of year amount: 3,217. End of year amount: 972.”

Raw XML Appendix172 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WAYNE DEAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04062793737
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0272 DEAN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALIER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059486
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0231636
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0214829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02426
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-17720
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0234853
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0215801
IRS990EZ/GrossReceiptsAmt02528
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0102
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0234853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0215801
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0234853
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0215801
IRS990EZ/OccupancyRentUtltsAndMaintAmt0137
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT SILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WAYNE DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONTY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARY ARNST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIRBY SWANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE O'NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03217
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0972
IRS990EZ/OtherChangesInNetAssetsAmt0-1332
IRS990EZ/OtherExpensesTotalAmt018711
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SPONSOR, PROMOTE, FOSTER, AND CARRY OUT EDUCATIONAL PURPOSES FOR THE BENEFIT OF THE RESIDENTS OF THE TOWN OF VALIER AND SURROUNDING AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE TRAINING AND EDUCATION OF THE CITIZENS OF VALIER AND THE SURROUNDING AREAS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04616
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020248
IRS990EZ/TotalProgramServiceExpensesAmt014000
IRS990EZ/TotalRevenueAmt02528
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03846
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0151
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69850
IRS990ScheduleA/PublicSupportPY170Pct00.12340
IRS990ScheduleA/PublicSupportTotal170Amt02792
IRS990ScheduleA/SubstantialContributorsTotAmt01054
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01114
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03846
IRS990ScheduleA/TotalSupportAmt03997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 3. DESCRIPTION: ADVERTISING. AMOUNT: 72. DESCRIPTION: SCHOLARSHIPS. AMOUNT: 14,000. DESCRIPTION: GRANTS . AMOUNT: 4,616. DESCRIPTION: FEES AND LICENSES. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 18,711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -1,332.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: EQUITY INVESTMENTS. BEG. OF YEAR AMOUNT: 3,217. END OF YEAR AMOUNT: 972.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE DEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062793737
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VALIER EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0VALI
ReturnHeader/Filer/EIN0200995356
ReturnHeader/Filer/PhoneNum04062793737
ReturnHeader/Filer/USAddress/AddressLine1Txt0272 DEAN ROAD
ReturnHeader/Filer/USAddress/CityNm0VALIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059486
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C59458BAF1C5EDEE71EBAFC8A4B6D2DA9B51C50
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008CD77A5FA6A72579BFC254304BA0AF4DC5BA225
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.123.198.253
ReturnHeader/FilingSecurityInformation/IPDt02019-03-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm020:45:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810348775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNKERMIERCLARKCAMPANELLASTEVENSPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 989
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059403
ReturnHeader/PreparerPersonGrp/PhoneNum04067612820
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANA KADOSHNIKOV CPA
ReturnHeader/ReturnTs02019-03-25T18:05:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,801
Liabilities
$0
Net assets
$215,801
Revenue
$2,528
Expenses
$20,248
Net income
-$17,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$3.89$0.29$0.15$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.76$3.76$0.22$0.21$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.75$3.75$1.70$0.10$1.60
2020Summary only. Only limited summary data is available for this year.$2.16$0.00$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.03$0.20$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.58$0.16$0.42