Civic Intelligence

Flathead Community Foundation Inc

990 • Fiscal year 2020 • EIN 20-3153511

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 23, 2021

Organization ProfileFLATHEADCOMMUNITYFOUNDATION.ORG
PO Box 1422Kalispell, MT 59903

(406) 253-1308

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,131,720 (-100%) from 2019

Net Assets

Down

$0

Down $1,128,470 (-100%) from 2019

Liabilities

Down

$0

Down $3,250 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin21st percentile

Revenue

Down

$241,605

Down $257,039 (-52%) from 2019

Expenses

Down

$272,796

Down $280,155 (-51%) from 2019

Net Income

Up

-$31,191

Up $23,116 (+43%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth9th 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

2020

Revenue$241,605
Expenses$272,796
Net Income-$31,191
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 23, 2021
Return Version
2020v4.0
Gross Receipts
$996,524
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$1,067,925$0▼ $1,067,925
Cash and Non-Interest-Bearing Accounts$1,091$0▼ $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$1,131,720$0▼ $1,131,720
Other Assets Total$62,704$0▼ $62,704
Liabilities
Other Liabilities$3,250--
Total Liabilities$3,250$0▼ $3,250
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$880,374--
Net Assets With Donor Restrictions$248,096--
Total Net Assets Fund Balance$1,128,470$0▼ $1,128,470
Total Liabilities and Net Assets / Fund Balance$1,131,720$0▼ $1,131,720

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$248,096----
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
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Josh BoycePresident
Katy CroftPresident
Eric HansonVice President
Dorothy MeyerDirector
Jeff LewisDirector
Marcia SpanoDirector
Tyler WeberDirector
Krista LammersSecretary
Stephanie JuneauSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$203,102
Program Service Revenue
$0
Investment Income
$38,503
Other Revenue
$0
All Other Contributions
$190,802
Change in Net Assets
$-31,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,161
Grants and Similar Amounts Paid$100,240
Salaries, Compensation, and Employee Benefits$58,395
Total Fundraising Expense$1,716
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,240--$100,240
Other Salaries and Wages$42,886$2,767$461$46,114
Occupancy$28,691$1,851$309$30,851
Payroll Taxes$11,421$737$123$12,281
Fees for Services Accounting$9,093$586$98$9,777
Advertising$3,470$224$37$3,731
Insurance$1,953$126$21$2,100
Fees for Services Legal$1,869$121$20$2,010
Other Expenses$1,037$707$118$1,037
All Other Expenses-$35-$35
Total Functional Expenses$260,756$10,324$1,716$272,796
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Glacier Symphony & ChoraleKalispell, MT-General Operating Support$20,000
Heart ProgramKalispell, MT-General Operating Support$7,000
Rolfing Family Fund GrantsKalispell, MT-General Operating Support$7,000
Casa for KidsKalispell, MT-General Operating Support$6,500
Flathead Food BankKalispell, MT-General Operating Support$6,500
Flathead Valley Community ColKalispell, MT-General Operating Support$6,500
Samaritan HouseKalispell, MT-General Operating Support$6,000
Tamarack Grief Resource CenteMissoula, MT-General Operating Support$6,000
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
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
4062531308
Address
PO BOX 1422, KALISPELL, MT 59903

Signing Officer

Name
Josh Boyce
Title
Vice President
Signed
2021-03-23
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

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

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Accrued payroll expenses paid in 2021 during liquidation = -$8978”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Final legal and professional fees = -$3650”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Kalico reporting under their 990 = $8717”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Transferred to wf community found. Upon liquidation = -$1093368”

Line B - Final Return/termination

“Please see attached letter from the montana attorney general.”

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.flathead fund was transferred to npdp endowment during dissolution and maintains the permenant restriction of those funds for the continued benefit to the valley. The training and networking provided by the nonprofit development partnership is continuing uninterrupted through whitefish community foundation and fvcc.”

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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.
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IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1DIRECTOR FEES
IRS990/OtherExpensesGrp/Desc2PROGRAM SNACKS
IRS990/OtherExpensesGrp/Desc3FINANCIAL TRANSACTION CHARGES
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IRS990/OtherExpensesGrp/FundraisingAmt1130
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IRS990/OtherExpensesGrp/ProgramServicesAmt31037
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IRS990/PayrollTaxesGrp/FundraisingAmt0123
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IRS990/PYSalariesCompEmpBnftPaidAmt052427
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IRS990/PYTotalRevenueAmt0498644
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-31191
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0206158
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031480
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt033253
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0206158
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IRS990ScheduleA/InvestmentIncomeCYPct00.15380
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0189805
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0248096
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0336065
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0323930
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012129
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.FLATHEAD FUND WAS TRANSFERRED TO NPDP ENDOWMENT DURING DISSOLUTION AND MAINTAINS THE PERMENANT RESTRICTION OF THOSE FUNDS FOR THE CONTINUED BENEFIT TO THE VALLEY. THE TRAINING AND NETWORKING PROVIDED BY THE NONPROFIT DEVELOPMENT PARTNERSHIP IS CONTINUING UNINTERRUPTED THROUGH WHITEFISH COMMUNITY FOUNDATION AND FVCC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleI/RecipientTable/CashGrantAmt26500
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IRS990ScheduleI/RecipientTable/CashGrantAmt47000
IRS990ScheduleI/RecipientTable/CashGrantAmt57000
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IRS990ScheduleI/RecipientTable/CashGrantAmt76000
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$241,605
Expenses
$272,796
Net income
-$31,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$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