Civic Intelligence

The Montana Policy Institute Inc

EIN 20-2591461 • 501(c)3 • Helena, MT

Profile

Equip Montana citizens and decision makers to better evaluate state public policy options, and to do so from the perspective that policies based upon free markets, limited government, and individual responsiblity will result in the greatest common good.

PO Box 952Helena, MT 59624

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

13th percentile

-60%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

170%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

95th percentile

203%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,794

Up $42,076 (+626%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$48,794

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$59,650

Up $53,150 (+818%) from 2014

Expenses

Up

$95,636

Up $85,952 (+888%) from 2014

Net Income

Down

-$35,986

Down $32,802 (-1030%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0-$100KAssets 2010: $301,807Liabilities 2010: $32,148Net Assets 2010: $269,6592010Assets 2011: $116,260Liabilities 2011: $31,969Net Assets 2011: $84,2912011Assets 2012: $67,585Liabilities 2012: $16,276Net Assets 2012: $51,3092012Assets 2013: $9,892Liabilities 2013: $27,665Net Assets 2013: -$17,7732013Assets 2014: $6,718Liabilities 2014: $27,6752014Assets 2016: $48,794Net Assets 2016: $48,7942016

Highlighted filing

2016

Assets$48,794
Liabilities-
Net Assets$48,794
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $428,4252010Expenses 2011: $436,8552011Expenses 2012: $506,1102012Revenue 2013: $58,759Expenses 2013: $127,841Net Income 2013: -$69,0822013Revenue 2014: $6,500Expenses 2014: $9,684Net Income 2014: -$3,1842014Revenue 2016: $59,650Expenses 2016: $95,636Net Income 2016: -$35,9862016

Highlighted filing

2016

Revenue$59,650
Expenses$95,636
Net Income-$35,986
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,794
Liabilities
-
Net assets
$48,794
Revenue
$59,650
Expenses
$95,636
Net income
-$35,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.60$0.96$0.36
2014Summary only. Only limited summary data is available for this year.$0.07$0.28$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.28$0.18$0.59$1.28$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.16$0.51$5.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.32$0.84$4.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.32$2.70$4.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$59,650
Mission and Program Overview

Mission

Provide information to montana citizens and decision makers to better evaluate state public policy options

Program Services

DescriptionGrantsExpenses
PROVIDE INFORMATION TO MONTANA CITIZENS AND DECISION MAKERS TO BETTER EVALUATE STATE PUBLIC POLICY OPTIONS$91,712-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Neil LivingstoneDirector-$0--
Sam StaleyChairman-$0--
David KeeneDirector-$0--
William WilsonDirector-$0--
Harry HyattDirector-$0--
Chris HellandDirector-$0--
Brent MeadCurrent Exc Director-$0--
Filing and Contact Details

Filer

Filer Name
Montana Policy Institute Inc
EIN
20-2591461
Address
PO Box 952, Helena, MT 59624

Signing Officer

Name
Brent Mead
Title
Current Exc Director
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Holmes & Turner
Address
1283 N 14th Avenue Ste 201, Bozeman, MT 59715
Preparer
William B Hebron
Phone
4065874265
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $168”

Other Expenses.1

“Business Registration $500”

Other Expenses.2

“Bank Fees $239”

Other Assets.1002

“Furniture and Fixtures - Beginning $210 Furniture and Fixtures - Ending $42”

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer Bos
IRS990EZ/BooksInCareOfDetail/PhoneNum04065391167
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0510 South 23rd Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bozeman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084570
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048752
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt059650
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-35986
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt094642
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048794
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt059650
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048794
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048794
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Neil Livingstone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sam Staley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2David Keene
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3William Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Harry Hyatt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Chris Helland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Brent Mead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Current Exc Dir
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0210
IRS990EZ/OtherAssetsTotalDetail/EOYAmt042
IRS990EZ/OtherExpensesTotalAmt0907
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE INFORMATION TO MONTANA CITIZENS AND DECISION MAKERS TO BETTER EVALUATE STATE PUBLIC POLICY OPTIONS
IRS990EZ/PrintingPublicationsPostageAmt087
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE INFORMATION TO MONTANA CITIZENS AND DECISION MAKERS TO BETTER EVALUATE STATE PUBLIC POLICY OPTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt091712
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095636
IRS990EZ/TotalProgramServiceExpensesAmt091712
IRS990EZ/TotalRevenueAmt059650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0133500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0472858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0731235
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0271
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0303
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.99800
IRS990ScheduleA/PublicSupportTotal170Amt0731235
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0133500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt058727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0472858
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0731235
IRS990ScheduleA/TotalSupportAmt0731538
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Business Registration $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees $239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Furniture and Fixtures - Beginning $210 Furniture and Fixtures - Ending $42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent Mead
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Current Exc Dir
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montana Policy Institute Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0202591461
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 952
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holmes & Turner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01283 N 14th Avenue Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065874265
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Hebron
ReturnHeader/ReturnTs02017-11-14T09:05:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.