Civic Intelligence

Flathead Community Foundation Inc

990 • Fiscal year 2019 • EIN 20-3153511

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 04, 2020

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

20th percentile

-11%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

32nd percentile

-1.8%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

45th percentile

2.0%

Faster revenue growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$1,131,720

Down $20,821 (-1.8%) from 2018

Net Assets

Up

$1,128,470

Up $41,922 (+3.9%) from 2018

Liabilities

Down

$3,250

Down $62,743 (-95%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin20th percentile

Revenue

Up

$498,644

Up $9,699 (+2.0%) from 2018

Expenses

Up

$552,951

Up $88,219 (+19%) from 2018

Net Income

Down

-$54,307

Down $78,520 (-324%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$1,131,720
Liabilities$3,250
Net Assets$1,128,470
Open 2019 Filing

Operations Trend

Revenue Growth45th 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

2019

Revenue$498,644
Expenses$552,951
Net Income-$54,307
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 4, 2020
Return Version
2019v5.0
Gross Receipts
$649,525
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,094,093$1,067,925▼ $26,168
Cash and Non-Interest-Bearing Accounts-$1,091-
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$1,152,541$1,131,720▼ $20,821
Other Assets Total$58,448$62,704▲ $4,256
Liabilities
Accounts Payable and Accrued Expenses$58,648--
Other Liabilities$7,345$3,250▼ $4,095
Total Liabilities$65,993$3,250▼ $62,743
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$862,094$880,374▲ $18,280
Net Assets With Donor Restrictions$224,454$248,096▲ $23,642
Total Net Assets Fund Balance$1,086,548$1,128,470▲ $41,922
Total Liabilities and Net Assets / Fund Balance$1,152,541$1,131,720▼ $20,821

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$215,460-▲ $32,636-$248,096
2018$336,065-▼ $120,605-$215,460
2017$323,930$12,675--$336,605
2016$310,051$1,750▲ $12,129-$323,930
2015$197,603$120,544▲ $1,469-$310,051
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Katy CroftPresident
Josh BoyceVice President
Dorothy MeyerDirector
Jeff LewisDirector
Marcia SpanoDirector
Stephanie JuneauDirector
Tyler WeberDirector
Krista LammersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$465,391
Program Service Revenue
$0
Investment Income
$33,253
Other Revenue
$0
All Other Contributions
$465,391
Change in Net Assets
$-54,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$338,557
Grants and Similar Amounts Paid$161,967
Salaries, Compensation, and Employee Benefits$52,427
Total Fundraising Expense$3,910
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$161,967--$161,967
Other Salaries and Wages$45,258$2,920$487$48,665
Advertising$23,544$1,519$253$25,316
Occupancy$15,401$993$166$16,560
Fees for Services Accounting$7,778$501$84$8,363
Insurance$6,879$444$74$7,397
All Other Expenses$5,212$338$54$5,604
Other Expenses$4,635$299$50$4,984
Payroll Taxes$3,499$225$38$3,762
Fees for Service Investment Mgmnt Fees$1,392$90$15$1,497
Fees for Services Legal$1,226$79$13$1,318
Travel$522$33$6$561
Total Functional Expenses$525,584$23,457$3,910$552,951
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Flathead Land TrustKalispell, MT-General Operating Support$25,250
Glacier Symphony & ChoraleKalispell, MT-General Operating Support$23,100
Rolfing Family Fund GrantsKalispell, MT-General Operating Support$12,250
Mt Environmental Info CenterHelena, MT-General Operating Support$11,000
Interfund GrantsKalispell, MT-General Operating Support$10,438
Montana Conservation CorpKalispell, MT-General Operating Support$6,803
Swan View CoalitionKalispell, MT-General Operating Support$6,000
Friends of the Wild SwanBigfork, MT-General Operating Support$5,500
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,110
Pay Pal Fees Payable$140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
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: october 20191. 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
Josh Boyce
Title
Vice President
Signed
2020-09-04
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
15

Preparer

Firm
Stahlberg Manuel & Associates Pc
Address
100 COOPERATIVE WAY STE 100, KALISPELL, MT 59901-2378
Preparer
Steven C Stahlberg CPA
Phone
4062578399
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Prior period adjustments for voided stale checks = -$13384”

Financial Statement Notes

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

“The flathead community foundation holds the following permanent endowments: the flathead endowment fund, foys/herron maintenance endowment fund, fvcc nonprofit development partnership operating endowment fund, glacier symphony and chorale endowment fund, humane society of northwest montana endowment fund, hockaday museum of art endowment fund, casa for kids inc fund, flathead food bank endowment fund, mcgarvey family charitable endowment fund shell, child bridge endowment fund shell. The flathead fund will benefit flathead nonprofits as directed by the flathead community foundation board of directors. The fvcc nonprofit development partnership, foys/herron maintenance endowment fund, glacier symphony and chorale endowment fund, humane society of northwest montana the hockaday museum of art endowment, casa for kids inc fund, flathead food bank endowment fund, mcgarvey family charitable endowment fund shell, and the child bridge endowment fund will benefit their respective organizations.”

Raw XML AppendixShowing 400 of 573 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/BOYAmt058648
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MISSION: 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.
IRS990/AdvertisingGrp/FundraisingAmt0253
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01519
IRS990/AdvertisingGrp/ProgramServicesAmt023544
IRS990/AdvertisingGrp/TotalAmt025316
IRS990/AllOtherContributionsAmt0465391
IRS990/AllOtherExpensesGrp/FundraisingAmt054
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0338
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05212
IRS990/AllOtherExpensesGrp/TotalAmt05604
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0STAHLBERG MANUEL 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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt01091
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/CYContributionsGrantsAmt0465391
IRS990/CYGrantsAndSimilarPaidAmt0161967
IRS990/CYInvestmentIncomeAmt033253
IRS990/CYOtherExpensesAmt0338557
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-54307
IRS990/CYSalariesCompEmpBnftPaidAmt052427
IRS990/CYTotalExpensesAmt0552951
IRS990/CYTotalFundraisingExpenseAmt03910
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0498644
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0GRANTMAKINGIN 2019, WE GRANTED $197,634 TO 64 NONPROFIT ORGANIZATIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0224454
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0248096
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0525584
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt084
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0501
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07778
IRS990/FeesForServicesAccountingGrp/TotalAmt08363
IRS990/FeesForServicesLegalGrp/FundraisingAmt013
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt079
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01226
IRS990/FeesForServicesLegalGrp/TotalAmt01318
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt015
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt090
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt01392
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01497
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/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm1KATY CROFT
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSH BOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm3TYLER WEBER
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTA LAMMERS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARCIA SPANO
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHANIE JUNEAU
IRS990/Form990PartVIISectionAGrp/PersonNm7DOROTHY MEYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt016315
IRS990/GainOrLossGrp/SecuritiesAmt0-1980
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0161967
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0161967
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016315
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0148901
IRS990/GrossReceiptsAmt0649525
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt074
IRS990/InsuranceGrp/ManagementAndGeneralAmt0444
IRS990/InsuranceGrp/ProgramServicesAmt06879
IRS990/InsuranceGrp/TotalAmt07397
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt018918
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018918
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01094093
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01067925
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0150881
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MISSION: 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01086548
IRS990/NetAssetsOrFundBalancesEOYAmt01128470
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt014335
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014335
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0109613
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0862094
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0880374
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03286
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0166
IRS990/OccupancyGrp/ManagementAndGeneralAmt0993
IRS990/OccupancyGrp/ProgramServicesAmt015401
IRS990/OccupancyGrp/TotalAmt016560
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt058448
IRS990/OtherAssetsTotalGrp/EOYAmt062704
IRS990/OtherChangesInNetAssetsAmt0-13384
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM FUND EXPENSES
IRS990/OtherExpensesGrp/Desc1DIRECTOR FEES
IRS990/OtherExpensesGrp/Desc2PROGRAM SNACKS
IRS990/OtherExpensesGrp/Desc3DIRECTOR EXPENSE REIMBURSEMENT
IRS990/OtherExpensesGrp/FundraisingAmt02179
IRS990/OtherExpensesGrp/FundraisingAmt1264
IRS990/OtherExpensesGrp/FundraisingAmt2227
IRS990/OtherExpensesGrp/FundraisingAmt350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21362
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3299
IRS990/OtherExpensesGrp/ProgramServicesAmt0202625
IRS990/OtherExpensesGrp/ProgramServicesAmt124529
IRS990/OtherExpensesGrp/ProgramServicesAmt221117
IRS990/OtherExpensesGrp/ProgramServicesAmt34635
IRS990/OtherExpensesGrp/TotalAmt0217876
IRS990/OtherExpensesGrp/TotalAmt126375
IRS990/OtherExpensesGrp/TotalAmt222706
IRS990/OtherExpensesGrp/TotalAmt34984
IRS990/OtherLiabilitiesGrp/BOYAmt07345
IRS990/OtherLiabilitiesGrp/EOYAmt03250
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0487
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02920
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045258
IRS990/OtherSalariesAndWagesGrp/TotalAmt048665
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt038
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0225
IRS990/PayrollTaxesGrp/ProgramServicesAmt03499
IRS990/PayrollTaxesGrp/TotalAmt03762
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0340954
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0167473
IRS990/PYInvestmentIncomeAmt044945
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0239371
IRS990/PYOtherRevenueAmt0103046
IRS990/PYRevenuesLessExpensesAmt024213
IRS990/PYSalariesCompEmpBnftPaidAmt057888
IRS990/PYTotalExpensesAmt0464732
IRS990/PYTotalRevenueAmt0488945
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-54307
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0465391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0340954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0306623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0303898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0522212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01939078
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt044945
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0206158
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036069
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0351905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt044945
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0206158
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt031480
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0351905
IRS990ScheduleA/InvestmentIncomeCYPct00.14440
IRS990ScheduleA/InvestmentIncomePYPct00.17440
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0103046
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04558
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt022848
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt015580
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0146032
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79570
IRS990ScheduleA/PublicSupportPY509Pct00.75670
IRS990ScheduleA/PublicSupportTotal509Amt01939078
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0465391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0340954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0306623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0303898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0522212
IRS990ScheduleA/Total509Grp/TotalAmt01939078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0498644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0488945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0517339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0358226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0573861
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02437015
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0215460
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0248096
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt032636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0336065
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0215460
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-120605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0323930
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012675
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0336605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0310051
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0323930
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03565
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0197603
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0120544
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0310051
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt06000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01469
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0465391
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0152334
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt057
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01000593
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt058176
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12028
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,131,720
Liabilities
$3,250
Net assets
$1,128,470
Revenue
$498,644
Expenses
$552,951
Net income
-$54,307
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
2019Detailed filing. Detailed filing data is available for this year.$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