Civic Intelligence

Flathead Community Foundation Inc

990 • Fiscal year 2014 • EIN 20-3153511

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization ProfileFLATHEADCOMMUNITYFOUNDATION.ORG
PO Box 1422Kalispell, MT 59903

(406) 756-9047

Siviq Scores

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

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.08x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

57th percentile

5.7%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

59th percentile

5.5%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$948,818

Up $49,194 (+5.5%) from 2013

Net Assets

Up

$932,688

Up $71,111 (+8.3%) from 2013

Liabilities

Down

$16,130

Down $21,917 (-58%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin57th percentile

Revenue

Up

$190,784

Up $19,026 (+11%) from 2013

Expenses

Up

$179,915

Up $25,219 (+16%) from 2013

Net Income

Down

$10,869

Down $6,193 (-36%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $685,440Liabilities 2010: $0Net Assets 2010: $685,4402010Assets 2011: $646,608Liabilities 2011: $0Net Assets 2011: $646,6082011Assets 2012: $748,718Liabilities 2012: $565Net Assets 2012: $748,1532012Assets 2013: $899,624Liabilities 2013: $38,047Net Assets 2013: $861,5772013Assets 2014: $948,818Liabilities 2014: $16,130Net Assets 2014: $932,6882014Assets 2015: $1,091,108Liabilities 2015: $27,683Net Assets 2015: $1,063,4252015Assets 2016: $1,002,851Liabilities 2016: $27,321Net Assets 2016: $975,5302016Assets 2017: $1,151,997Liabilities 2017: $15,956Net Assets 2017: $1,136,0412017Assets 2018: $1,152,541Liabilities 2018: $65,993Net Assets 2018: $1,086,5482018Assets 2019: $1,131,720Liabilities 2019: $3,250Net Assets 2019: $1,128,4702019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$948,818
Liabilities$16,130
Net Assets$932,688
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $175,7462010Revenue 2011: $138,612Expenses 2011: $169,766Net Income 2011: -$31,1542011Expenses 2012: $192,2092012Revenue 2013: $171,758Expenses 2013: $154,696Net Income 2013: $17,0622013Revenue 2014: $190,784Expenses 2014: $179,915Net Income 2014: $10,8692014Revenue 2015: $587,864Expenses 2015: $371,807Net Income 2015: $216,0572015Revenue 2016: $358,226Expenses 2016: $315,701Net Income 2016: $42,5252016Revenue 2017: $517,339Expenses 2017: $367,145Net Income 2017: $150,1942017Revenue 2018: $488,945Expenses 2018: $464,732Net Income 2018: $24,2132018Revenue 2019: $498,644Expenses 2019: $552,951Net Income 2019: -$54,3072019Revenue 2020: $241,605Expenses 2020: $272,796Net Income 2020: -$31,1912020

Highlighted filing

2014

Revenue$190,784
Expenses$179,915
Net Income$10,869
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$295,593
Mission and Program Overview

Mission

Mission: to enrich the lives of present and future generations by supporting philanthropy in the communities we serve by gathering donors' gifts in permanent endowments or pass-through funds; growing individual funds through wise investment management; and distributing fund proceeds according to donor wishes through grants to local charities.

We gather, grow and grant funds to nonprofits in the flathead. We enrich the lives of present and future generations by supporting philanthropy in the communities we live. We connect donors with nonprofits to meet their charitable goals for the good of the flathead, forever. Since 2005, we have given out over $500,000 in grants to nonprofits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$869,623$924,797▲ $55,174
Cash and Non-Interest-Bearing Accounts$3,595$16,130▲ $12,535
Savings and Temporary Cash Investments-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$899,624$948,818▲ $49,194
Other Assets Total$26,406$7,891▼ $18,515
Liabilities
Other Liabilities$37,475--
Accounts Payable and Accrued Expenses$572$16,130▲ $15,558
Total Liabilities$38,047$16,130▼ $21,917
Net Assets / Fund Balance
Unrestricted Net Assets$739,974$852,971▲ $112,997
Permanently Rstr Net Assets$121,603$79,717▼ $41,886
Total Net Assets Fund Balance$861,577$932,688▲ $71,111
Total Liabilities and Net Assets / Fund Balance$899,624$948,818▲ $49,194

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$235,167$500▲ $1,580-$189,291
2013$121,611$84,369▲ $29,187-$235,167
2012$87,486$25,250▲ $8,875-$121,611
2011$57,775$36,005▼ $6,294-$87,486
2010$14,487$28,319▲ $1,074-$43,774
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Lisa SchneePresident
Marc LorenzenVice President
Jeff LewisDirector
John Michael MyersDirector
Michael SmithDirector
Tyler WeberSecretary
Laura LongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,679
Program Service Revenue
$0
Investment Income
$40,841
Other Revenue
$19,264
All Other Contributions
$129,407
Change in Net Assets
$10,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,148
Grants and Similar Amounts Paid$59,834
Salaries, Compensation, and Employee Benefits$26,933
Total Fundraising Expense$1,201
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,834--$59,834
Other Salaries and Wages$23,250$1,500$250$25,000
Fees for Services Other$19,376$1,250$208$20,834
Fees for Services Management$9,763$630$105$10,498
Fees for Services Accounting$3,414$220$37$3,671
Payroll Taxes$1,798$116$19$1,933
Other Expenses$1,592$103$17$1,712
All Other Expenses$1,369$88$15$1,472
Information Technology$1,349$87$14$1,450
Occupancy$980$63$11$1,054
Insurance$706$45$8$759
Advertising$651$42$7$700
Total Functional Expenses$171,510$7,204$1,201$179,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FvccKalispell, MT-General Operating Support$10,600
Flathead Land TrustKalispell, MT-General Operating Support$8,500
Citizens for a Better FlatheadKalispell, MT-General Operating Support$5,200
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

“The 990 is forwarded electronically for review by each board member before it is filed and is presented at a board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually each board member reviews the conflict of interest policy and signs a board pledge.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation process: executive director flathead community foundation hired: september 20111. Queried the affiliate liaison of the montana community foundation of the salary ranges for other community foundations in montana. $60,0002. Reviewed the 990's of whitefish community foundation, north valley hospital foundation, healthcare northwest foundation. $45,000 - $150,0003. Presented the information to the executive director search committee.4. Set the salary range based on the compensation survey and the financial position of the flathead community foundation.”

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

“All documents are available upon request”

Form 990, Part VI, Section C, Quest. 19

“The flathead community foundation makes its governing documents, conflict of interest policy and financial statements available to the public upon request via e-mail, mail or phone.”

Filing and Contact Details

Filer

Filer Name
Flathead Community Foundation Inc
EIN
20-3153511
Phone
4067569047
Address
PO BOX 1422, KALISPELL, MT 59903

Signing Officer

Name
Tyler Weber
Title
Treasurer
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
15

Preparer

Firm
StahlbergTaylor & Associates PC
Address
100 Cooperative Way Suite 100, Kalispell, MT 59901-2386
Preparer
Steven C Stahlberg CPA
Phone
4062578399
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The flathead community foundation holds the following permanent endowments: the flathead fund, directors and officers fund, fvcc nonprofit development partnership operating endowment fund, humane society of northwest montana fund, aurora borealis fund and hockaday museum of art fund. The flathead fund and the directors and officers fund will benefit flathead nonprofits as directed by the flathead community foundation board of directors. The fvcc nonprofit development partnership,humane society of northwest montana and the hockaday museum of art endowments will benefit their respective organizations. The aurora borealis fund will benefit conservation issues.”

Raw XML AppendixShowing 400 of 521 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0572
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016130
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0WE GATHER, GROW AND GRANT FUNDS TO NONPROFITS IN THE FLATHEAD. WE ENRICH THE LIVES OF PRESENT AND FUTURE GENERATIONS BY SUPPORTING PHILANTHROPY IN THE COMMUNITIES WE LIVE. WE CONNECT DONORS WITH NONPROFITS TO MEET THEIR CHARITABLE GOALS FOR THE GOOD OF THE FLATHEAD, FOREVER. SINCE 2005, WE HAVE GIVEN OUT OVER $500,000 IN GRANTS TO NONPROFITS.
IRS990/AdvertisingGrp/FundraisingAmt07
IRS990/AdvertisingGrp/ManagementAndGeneralAmt042
IRS990/AdvertisingGrp/ProgramServicesAmt0651
IRS990/AdvertisingGrp/TotalAmt0700
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0129407
IRS990/AllOtherExpensesGrp/FundraisingAmt015
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt088
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01369
IRS990/AllOtherExpensesGrp/TotalAmt01472
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0STAHLBERG TAYLOR ASSOCIATES
IRS990/BooksInCareOfDetail/PhoneNum04062578399
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 COOPERATIVE WAY SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0KALISPELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059901
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03595
IRS990/CashNonInterestBearingGrp/EOYAmt016130
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0130679
IRS990/CYGrantsAndSimilarPaidAmt059834
IRS990/CYInvestmentIncomeAmt040841
IRS990/CYOtherExpensesAmt093148
IRS990/CYOtherRevenueAmt019264
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010869
IRS990/CYSalariesCompEmpBnftPaidAmt026933
IRS990/CYTotalExpensesAmt0179915
IRS990/CYTotalFundraisingExpenseAmt01201
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0190784
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0GRANTMAKINGIN 2014, WE GRANTED $59,834 TO 54 NONPROFIT ORGANIZATIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0171510
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt037
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0220
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03414
IRS990/FeesForServicesAccountingGrp/TotalAmt03671
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt0105
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0630
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt09763
IRS990/FeesForServicesManagementGrp/TotalAmt010498
IRS990/FeesForServicesOtherGrp/FundraisingAmt0208
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01250
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt019376
IRS990/FeesForServicesOtherGrp/TotalAmt020834
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURA LONG
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MICHAEL MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm4TYLER WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm5MARC LORENZEN
IRS990/Form990PartVIISectionAGrp/PersonNm6LISA SCHNEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0857
IRS990/GainOrLossGrp/SecuritiesAmt0-10274
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt059834
IRS990/GrantsToDomesticOrgsGrp/TotalAmt059834
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0857
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt094535
IRS990/GrossReceiptsAmt0295593
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt014
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt087
IRS990/InformationTechnologyGrp/ProgramServicesAmt01349
IRS990/InformationTechnologyGrp/TotalAmt01450
IRS990/InsuranceGrp/FundraisingAmt08
IRS990/InsuranceGrp/ManagementAndGeneralAmt045
IRS990/InsuranceGrp/ProgramServicesAmt0706
IRS990/InsuranceGrp/TotalAmt0759
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt050258
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050258
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0869623
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0924797
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0104809
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01272
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WE GATHER, GROW AND GRANT FUNDS TO NONPROFITS IN THE FLATHEAD. WE ENRICH THE LIVES OF PRESENT AND FUTURE GENERATIONS BY SUPPORTING PHILANTHROPY IN THE COMMUNITIES WE LIVE. WE CONNECT DONORS WITH NONPROFITS TO MEET THEIR CHARITABLE GOALS FOR THE GOOD OF THE FLATHEAD, FOREVER. SINCE 2005, WE HAVE GIVEN OUT OVER $500,000 IN GRANTS TO NONPROFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0861577
IRS990/NetAssetsOrFundBalancesEOYAmt0932688
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0857
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-10274
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9417
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt060242
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt011
IRS990/OccupancyGrp/ManagementAndGeneralAmt063
IRS990/OccupancyGrp/ProgramServicesAmt0980
IRS990/OccupancyGrp/TotalAmt01054
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt026406
IRS990/OtherAssetsTotalGrp/EOYAmt07891
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SUSTAINABILITY FUND MANAGER
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt0273
IRS990/OtherExpensesGrp/FundraisingAmt1215
IRS990/OtherExpensesGrp/FundraisingAmt222
IRS990/OtherExpensesGrp/FundraisingAmt317
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01637
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11288
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2135
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3103
IRS990/OtherExpensesGrp/ProgramServicesAmt025371
IRS990/OtherExpensesGrp/ProgramServicesAmt119969
IRS990/OtherExpensesGrp/ProgramServicesAmt22088
IRS990/OtherExpensesGrp/ProgramServicesAmt31592
IRS990/OtherExpensesGrp/TotalAmt027281
IRS990/OtherExpensesGrp/TotalAmt121472
IRS990/OtherExpensesGrp/TotalAmt22245
IRS990/OtherExpensesGrp/TotalAmt31712
IRS990/OtherLiabilitiesGrp/BOYAmt037475
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt019264
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019264
IRS990/OtherRevenueTotalAmt019264
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0250
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023250
IRS990/OtherSalariesAndWagesGrp/TotalAmt025000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt019
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0116
IRS990/PayrollTaxesGrp/ProgramServicesAmt01798
IRS990/PayrollTaxesGrp/TotalAmt01933
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0121603
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt079717
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148545
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt065680
IRS990/PYInvestmentIncomeAmt023213
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt062115
IRS990/PYRevenuesLessExpensesAmt017062
IRS990/PYSalariesCompEmpBnftPaidAmt026901
IRS990/PYTotalExpensesAmt0154696
IRS990/PYTotalRevenueAmt0171758
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010869
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0148545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0276662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0117924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0126800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0800610
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt051113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017990
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0126251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt051113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017990
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0126251
IRS990ScheduleA/InvestmentIncomeCYPct00.13620
IRS990ScheduleA/InvestmentIncomePYPct00.11180
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86380
IRS990ScheduleA/PublicSupportPY509Pct00.88820
IRS990ScheduleA/PublicSupportTotal509Amt0800610
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0130679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0276662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0117924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0126800
IRS990ScheduleA/Total509Grp/TotalAmt0800610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0181792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0168037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0295238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0137004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0144790
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0926861
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/CYEndwmtFundGrp/BeginningYearBalanceAmt0235167
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0189291
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt047956
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01580
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0121611
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt084369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0235167
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029187
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt087486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0121611
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08875
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt057775
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt036005
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt087486
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6294
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0106
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014487
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt028319
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt043774
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01074
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonorAdvisedFundsContriAmt0130174
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt011878
IRS990ScheduleD/DonorAdvisedFundsHeldCnt018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$948,818
Liabilities
$16,130
Net assets
$932,688
Revenue
$190,784
Expenses
$179,915
Net income
$10,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.24$0.27$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.50$0.55$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.07$1.09$0.49$0.46$0.02
2017Summary only. Only limited summary data is available for this year.$1.15$0.02$1.14$0.52$0.37$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.03$0.98$0.36$0.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.59$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.02$0.93$0.19$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$0.17$0.15$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.19
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.14$0.17$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits