Civic Intelligence

The Prbb Foundation

990PF • Fiscal year 2013 • EIN 20-4186644

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 21, 2014

Organization Profile
9443 Cottonwood Road59718

(406) 581-3073

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,166,525

Up $238,142 (+12%) from 2012

Net Assets

Up

$2,166,525

Up $238,142 (+12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin90th percentile

Revenue

$284,514

No earlier filing loaded for comparison.

Expenses

Up

$120,974

Up $27,399 (+29%) from 2012

Net Income

$163,540

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,720,322Liabilities 2011: $0Net Assets 2011: $1,720,3222011Assets 2012: $1,928,383Liabilities 2012: $0Net Assets 2012: $1,928,3832012Assets 2013: $2,166,525Liabilities 2013: $0Net Assets 2013: $2,166,5252013Assets 2014: $2,083,643Liabilities 2014: $1,050Net Assets 2014: $2,082,5932014Assets 2015: $2,291,429Liabilities 2015: $74Net Assets 2015: $2,291,3552015Assets 2017: $2,404,248Liabilities 2017: $0Net Assets 2017: $2,404,2482017Assets 2018: $2,320,959Liabilities 2018: $0Net Assets 2018: $2,320,9592018Assets 2019: $2,238,945Liabilities 2019: $0Net Assets 2019: $2,238,9452019Assets 2020: $2,480,368Liabilities 2020: $0Net Assets 2020: $2,480,3682020Assets 2021: $2,682,621Liabilities 2021: $0Net Assets 2021: $2,682,6212021Assets 2022: $2,218,279Liabilities 2022: $0Net Assets 2022: $2,218,2792022Assets 2023: $1,934,356Liabilities 2023: $12023

Highlighted filing

2013

Assets$2,166,525
Liabilities$0
Net Assets$2,166,525
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $98,2312011Expenses 2012: $93,5752012Revenue 2013: $284,514Expenses 2013: $120,974Net Income 2013: $163,5402013Revenue 2014: $43,589Expenses 2014: $127,521Net Income 2014: -$83,9322014Revenue 2015: $691,289Expenses 2015: $193,109Net Income 2015: $498,1802015Revenue 2017: $604,140Expenses 2017: $126,332Net Income 2017: $477,8082017Revenue 2018: $161,782Expenses 2018: $225,132Net Income 2018: -$63,3502018Revenue 2019: $86,690Expenses 2019: $152,998Net Income 2019: -$66,3082019Revenue 2020: $560,390Expenses 2020: $278,858Net Income 2020: $281,5322020Revenue 2021: $316,776Expenses 2021: $425,615Net Income 2021: -$108,8392021Revenue 2022: -$100,090Expenses 2022: $401,398Net Income 2022: -$501,4882022Revenue 2023: $80,196Expenses 2023: $364,119Net Income 2023: -$283,9232023

Highlighted filing

2013

Revenue$284,514
Expenses$120,974
Net Income$163,540
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 21, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE DAVISPresidentPT$0--
JEANETTE HAGENVice President-$0--
MOLLY HAMPTONTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPHOENIXFIRETO SERVE AS A VOICE FOR MOTHER EARTH BY BUILDING A BIOSPHERE AND SPIRITUAL RETREAT FOR INDIAN COUNTRY AND THE WORLD.PUBLIC CHARITIESHAYES, MT, US$14,000
Paid GrantMAINE ACADEMY OF MODERN MUSICTO MAKE MUSIC AVAILABLE TO YOUTH AT RISK.PUBLIC CHARITIESPORTLAND, ME, US$14,000
Paid GrantSEATTLE INTERNATIONAL FOUNDATIONTO SUPPORT WORLDWIDE POVERTY ALLEVIATION EFFORTS THROUGH GRANT-MAKING AND OTHER ACTIVITIES, WITH A STRATEGIC FOCUS ON CENTRAL AMERICA.PUBLIC CHARITIESSEATTLE, WA, US$10,000
Paid GrantSUSTAINABLE SCHOOLS INTERNATIONALTO SUPPORT CAMBODIAN COMMUNITIES AND SCHOOLSPUBLIC CHARITIESFORT COLLINS, CO, US$9,500
Paid GrantLOS OLIVOSTO ELIMINATE PREJUDICE AND DISCRIMINATION (RACE, RELIGION, SEX, NATIONAL ORIGIN, ETC).PUBLIC CHARITIESSHOREVIEW, MN, US$7,350
Paid GrantCOMMUNITY ACTION FUND FOR WOMEN IN AFRICATO STRENGTHEN THE SOCIAL, POLITICAL AND ECONOMICAL RIGHTS FOR GIRLS AND WOMEN IN AFRICAPUBLIC CHARITIESSANTA BARBARA, CA, US$7,000
Paid GrantGREEN BELT MOVEMENTWORKS TO PROMOTE ENVIRONMENTAL CONSERVATIONPUBLIC CHARITIESWASHINGTON, DC, US$7,000
Paid GrantHARDY GIRLS HEALTHY WOMENWORKS TO EMPOWER GIRLS WITH KNOWLEDGE AND CRITICAL THINKING TO INSURE ALL GIRLS AND WOMEN EXPERIENCE EQUALITY, INDEPENDENCE AND SAFETY IN THEIR EVERYDAY LIVESPUBLIC CHARITIESWATERVILLE, ME, US$7,000
Paid GrantMAINE CENTERS FOR WWWTHE MISSION OF MAINE CENTERS FOR WOMEN, WORK, AND COMMUNITY IS TO HELP WOMEN SUCCEED IN THE MAINE ECONOMY AND ACHIEVE ECONOMIC SECURITY FOR THEMSELVES AND THEIR FAMILIES.PUBLIC CHARITIESAUGUSTA, ME, US$7,000
Paid GrantIQRA FUNDTO PROVIDE EDUCATIONAL OPPORTUNITIES FOR WOMEN AND GIRLS TO IMPROVE THEIR QUALITY OF LIFE THROUGH EDUCATION.PUBLIC CHARITIESMENLO PARK, CA, US$7,000
Paid GrantSHE SHOULD RUNTO FOCUS ON REMOVING THE BARRIERS THAT KEEP WOMEN FROM ASCENDING IN PUBLIC LEADERSHIP POSITIONS THROUGHCONDUCTION RESEARCH AND IMPLEMENTING RESEARCH BASED STRATEGIES.PUBLIC CHARITIESWASHINGTON, DC, US$7,000
Paid GrantTHRIVEA PREVENTATIVE, STRENGTH-BASED, EMPOWERMENT MODEL OF WORKING WITH PARENTS AND CHILDREN.PUBLIC CHARITIESBOZEMAN, MT, US$500
Filing and Contact Details

Filer

EIN
20-4186644
Phone
4065813073

Signing Officer

Name
Louise Davis
Title
President
Phone
4065813073
Signed
2014-03-21
Discuss with paid preparer
Yes

Preparer

Preparer
Heather Walstad
Phone
4065566160
Raw XML AppendixShowing 400 of 618 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0570878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0667090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01017231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt181689
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2410673
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CLOSED END FUNDS AND EXCHANGE TRADED PRODUCTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIXED INCOME - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01114652
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0194
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0106156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0120974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0284514
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0284514
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023624
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-05-02
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6185096
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt819356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt98472
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1117076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1311065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1416494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1683672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1791707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1862478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1950703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2041233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2170096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2216250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2320865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24359117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25483080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26502884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMER FUNDS CAPITAL WORLD GROWTH & INCOME FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMERICAN FUNDS AMERICAN HIGH INCOME TRUST FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMERICAN FUNDS AMERICAN MUTUAL F-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMERICAN FUNDS CAPITAL INC BLDR F-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AMERICAN FUNDS CAPITAL WORLD BOND FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AMERICAN FUNDS INC FUND OF AMER F-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CALVERT EQUITY PORTFOLIO CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CLOROX CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GENL MILLS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9OCWEN FINANCIAL CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PIMCO ALL ASSET FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PIMCO ALL ASSETS ALL AUTH-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PIMCO FOREIGN BOND FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PIMCO REAL RETURN FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PIMCO TOTAL RETURN FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15PROCTER & GAMPLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16AMERICAN FUNDS AMERICAN HIGH INCOME TRUST FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17AMERICAN FUNDS CAPITAL WORLD BOND FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PIMCO ALL ASSETS ALL AUTH-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19PIMCO FOREIGN BOND FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20PIMCO REAL RETURN FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21PIMCO TOTAL RETURN FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22POWERSHARES CLEANTECH ETF PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23VANGUARD INDEX FUNDS VANGUARD MIDCAP VALUE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24AMERICAN FUNDS AMERICAN MUTUAL F-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25AMERICAN FUNDS CAPITAL INC BLDR F-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26AMERICAN FUNDS INC FUND OF AMER F-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212013-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222013-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0191286
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0163540
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt074602
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02166525
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01928383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02166525
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0106188
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0106188
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0106188
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0108930
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02742
IRS990PF/DistributableAmountGrp/TotalTaxAmt02742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02920
IRS990PF/FMVAssetsEOYAmt02380984
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0159
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0159
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0159
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0159
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0545144
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0545144
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt083698
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt019585
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019585
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0570878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0667090
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01824475
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01509593
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01627840
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01383239
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01621381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020051
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt066310
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt066310
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01928383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02166525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02380984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01928383
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02166525
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01928383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02166525
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02211773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0215564
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01996209
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033177
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0108930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02178596
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02211773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUISE DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEANETTE HAGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MOLLY HAMPTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine109443 COTTONWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine119443 COTTONWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine129443 COTTONWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BOZEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1BOZEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2BOZEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode059718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode159718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode259718
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0102908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0105650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt084506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt071971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt048865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt040397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt035730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02178596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01926006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01614724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01203154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0709659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0711874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0106156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236178
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0103414
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0106156
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02742
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0106156
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,166,525
Liabilities
$0
Net assets
$2,166,525
Revenue
$284,514
Expenses
$120,974
Net income
$163,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.93$0.00$0.08$0.36$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.10$0.40$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.32$0.43$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.56$0.28$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.09$0.15$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.16$0.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.60$0.13$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.69$0.19$0.50
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.04$0.13$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.28$0.12$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.10