Civic Intelligence

Eastern Plains Economic Development Corporation

990 • Fiscal year 2021 • EIN 20-8067492

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

Organization ProfileWWW.EPEDC.COM
PO Box 321Baker, MT 59313

(406) 853-6471

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.08x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

69th percentile

24%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

94th percentile

$57,865

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

73rd percentile

31%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

62%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$355,369

Up $84,090 (+31%) from 2020

Net Assets

Up

$331,414

Up $75,982 (+30%) from 2020

Liabilities

Up

$23,955

Up $8,108 (+51%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin69th percentile

Revenue

Up

$318,451

Up $122,208 (+62%) from 2020

Expenses

Up

$242,469

Up $120,020 (+98%) from 2020

Net Income

Up

$75,982

Up $2,188 (+3.0%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$800K$600K$400K$200K$0Assets 2010: $9,418Liabilities 2010: $705Net Assets 2010: $8,7132010Assets 2011: $89,336Net Assets 2011: $89,3362011Assets 2012: $165,504Liabilities 2012: $5,686Net Assets 2012: $159,8182012Assets 2013: $176,334Liabilities 2013: $5,236Net Assets 2013: $171,0982013Assets 2014: $181,210Liabilities 2014: $6,273Net Assets 2014: $174,9372014Assets 2015: $187,271Liabilities 2015: $8,039Net Assets 2015: $179,2322015Assets 2016: $188,244Liabilities 2016: $12,321Net Assets 2016: $175,9232016Assets 2017: $245,954Liabilities 2017: $16,474Net Assets 2017: $229,4802017Assets 2018: $249,522Liabilities 2018: $8,126Net Assets 2018: $241,3962018Assets 2019: $188,526Liabilities 2019: $6,888Net Assets 2019: $181,6382019Assets 2020: $271,279Liabilities 2020: $15,847Net Assets 2020: $255,4322020Assets 2021: $355,369Liabilities 2021: $23,955Net Assets 2021: $331,4142021Assets 2022: $259,195Liabilities 2022: $20,166Net Assets 2022: $239,0292022Assets 2023: $474,665Liabilities 2023: $13,040Net Assets 2023: $461,6252023Assets 2024: $673,787Liabilities 2024: $9,836Net Assets 2024: $663,9512024Assets 2025: $742,072Liabilities 2025: $16,315Net Assets 2025: $725,7572025

Highlighted filing

2021

Assets$355,369
Liabilities$23,955
Net Assets$331,414
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $86,837Expenses 2010: $109,511Net Income 2010: -$22,6742010Revenue 2011: $196,456Expenses 2011: $115,833Net Income 2011: $80,6232011Revenue 2012: $240,210Expenses 2012: $166,024Net Income 2012: $74,1862012Revenue 2013: $188,448Expenses 2013: $177,168Net Income 2013: $11,2802013Revenue 2014: $217,154Expenses 2014: $213,315Net Income 2014: $3,8392014Revenue 2015: $188,693Expenses 2015: $184,398Net Income 2015: $4,2952015Revenue 2016: $137,635Expenses 2016: $140,944Net Income 2016: -$3,3092016Revenue 2017: $179,038Expenses 2017: $125,481Net Income 2017: $53,5572017Revenue 2018: $138,555Expenses 2018: $126,639Net Income 2018: $11,9162018Revenue 2019: $88,829Expenses 2019: $148,587Net Income 2019: -$59,7582019Revenue 2020: $196,243Expenses 2020: $122,449Net Income 2020: $73,7942020Revenue 2021: $318,451Expenses 2021: $242,469Net Income 2021: $75,9822021Revenue 2022: $235,713Expenses 2022: $328,098Net Income 2022: -$92,3852022Revenue 2023: $419,215Expenses 2023: $196,619Net Income 2023: $222,5962023Revenue 2024: $360,223Expenses 2024: $157,897Net Income 2024: $202,3262024Revenue 2025: $266,535Expenses 2025: $204,729Net Income 2025: $61,8062025

Highlighted filing

2021

Revenue$318,451
Expenses$242,469
Net Income$75,982
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.0
Gross Receipts
$318,890
Mission and Program Overview

Mission

To encourage, stimulate and promote economic development, expansion and diversification in southeastern montana

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$162,814$249,093▲ $86,279
Savings and Temporary Cash Investments$102,770$102,780▲ $10
Prepaid Expenses and Deferred Charges$2,355$2,505▲ $150
Pledges and Grants Receivable$1,677--
Land, Buildings, and Equipment, Net$1,663$991▼ $672
Total Assets$271,279$355,369▲ $84,090
Liabilities
Accounts Payable and Accrued Expenses$15,847$23,955▲ $8,108
Total Liabilities$15,847$23,955▲ $8,108
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$255,432$331,414▲ $75,982
Total Net Assets Fund Balance$255,432$331,414▲ $75,982
Total Liabilities and Net Assets / Fund Balance$271,279$355,369▲ $84,090

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$911$4,105$5,016
Other Land Buildings$80$17$97
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth EpleyExecutive DiFT$56,112$1,753$57,865

Board Members and Trustees

NameTitle
Dennis ZanderChairman
Todd DevlinVice Chairma
Amy DeinesDirector
Darin MiskeDirector
Dave BertelsenDirector
Jerry JimisonDirector
Joanie LenzDirector
Kitty SchmidDirector
Krista NemitzDirector
Lance KalfellDirector
Lynn SchillingDirector
Parker PowellDirector
Rod TaukDirector
Shanny Spang GionDirector
Steve BaldwinDirector
Tod KastenDirector
Wanda Van VleetDirector
Kevin DukartSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$278,880
Program Service Revenue
$40,000
Investment Income
$-429
Other Revenue
$0
All Other Contributions
$4,457
Change in Net Assets
$75,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$180,576
Other Expenses$61,893
Total Fundraising Expense$1,241
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$107,937$2,203-$110,140
Current Officers, Directors, Trustees, and Key Employees$47,656$7,288$1,121$56,065
Office Expenses$13,594$1,511-$15,105
Advertising$12,572$521-$13,093
Payroll Taxes$11,864$723$86$12,673
Travel$7,903$1,617-$9,520
Fees for Services Accounting-$6,760-$6,760
Occupancy$4,860$540-$5,400
Other Expenses-$5,284-$5,284
Insurance-$3,824-$3,824
Conferences and Meetings-$1,745-$1,745
Pension Plan Contributions$1,443$221$34$1,698
Fees for Services Other$929--$929
Depreciation Depletion$209$24-$233
Total Functional Expenses$208,967$32,261$1,241$242,469
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
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
No
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, Page 6, Part VI, Line 11B

“Reviewed by board after filing”

Form 990, Page 6, Part VI, Line 19

“Upon request at the business office”

Filing and Contact Details

Filer

Filer Name
Eastern Plains Economic Development
EIN
20-8067492
Phone
4068536471
Address
PO BOX 321, BAKER, MT 59313

Signing Officer

Name
Elizabeth Epley
Title
Executive Director
Phone
4068536471
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Epley
Formed
2006
Legal Domicile
Mt
Voting Board Members
18
Independent Board Members
18
Employees
4

Preparer

Firm
Brett Moats CPA
Address
11 N SEWELL AVE, MILES CITY, MT 59301
Preparer
Brett Moats
Phone
4068520227
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IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05284
IRS990/OtherExpensesGrp/TotalAmt05284
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02203
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0107937
IRS990/OtherSalariesAndWagesGrp/TotalAmt0110140
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt086
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0723
IRS990/PayrollTaxesGrp/ProgramServicesAmt011864
IRS990/PayrollTaxesGrp/TotalAmt012673
IRS990/PensionPlanContributionsGrp/FundraisingAmt034
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0221
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01443
IRS990/PensionPlanContributionsGrp/TotalAmt01698
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01677
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02355
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02505
IRS990/PrincipalOfficerNm0ELIZABETH EPLEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0PLANNING SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt040000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0176254
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-125
IRS990/PYOtherExpensesAmt024940
IRS990/PYOtherRevenueAmt0114
IRS990/PYProgramServiceRevenueAmt020000
IRS990/PYRevenuesLessExpensesAmt073794
IRS990/PYSalariesCompEmpBnftPaidAmt097509
IRS990/PYTotalExpensesAmt0122449
IRS990/PYTotalRevenueAmt0196243
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt075982
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt040000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102770
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102780
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WORKER COMP DIVIDENDS 492
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0278880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0176254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt077515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt097210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0163454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0793313
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt04404
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt04404
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt08808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0506
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0758
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0127137
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0114
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0177
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0492
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt0802121
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0278880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0176254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt077515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101614
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0167858
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0802121
IRS990ScheduleA/TotalSupportAmt0803371
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/EquipmentGrp/BookValueAmt0911
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04105
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05016
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt080
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt097
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0991
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY BOARD AFTER FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST AT THE BUSINESS OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0271279
IRS990/TotalAssetsEOYAmt0355369
IRS990/TotalAssetsGrp/BOYAmt0271279
IRS990/TotalAssetsGrp/EOYAmt0355369
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0278880
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01241
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032261
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0208967
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242469
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015847
IRS990/TotalLiabilitiesEOYAmt023955
IRS990/TotalLiabilitiesGrp/BOYAmt015847
IRS990/TotalLiabilitiesGrp/EOYAmt023955
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0255432
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0331414
IRS990/TotalOtherCompensationAmt01753
IRS990/TotalProgramServiceExpensesAmt0208967
IRS990/TotalProgramServiceRevenueAmt040000
IRS990/TotalReportableCompFromOrgAmt056112
IRS990/TotalRevenueGrp/ExclusionAmt010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039561
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318451
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0271279
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0355369
IRS990/TravelGrp/ManagementAndGeneralAmt01617
IRS990/TravelGrp/ProgramServicesAmt07903

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$355,369
Liabilities
$23,955
Net assets
$331,414
Revenue
$318,451
Expenses
$242,469
Net income
$75,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.42$0.16$7.26$2.67$2.05$0.62
2024Detailed filing. Detailed filing data is available for this year.$6.74$0.10$6.64$3.60$1.58$2.02
2023Detailed filing. Detailed filing data is available for this year.$4.75$0.13$4.62$4.19$1.97$2.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.20$2.39$2.36$3.28$0.92
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.24$3.31$3.18$2.42$0.76
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.16$2.55$1.96$1.22$0.74
2019Detailed filing. Detailed filing data is available for this year.$1.89$0.07$1.82$0.89$1.49$0.60
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.08$2.41$1.39$1.27$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.16$2.29$1.79$1.25$0.54
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.12$1.76$1.38$1.41$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.08$1.79$1.89$1.84$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.06$1.75$2.17$2.13$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.05$1.71$1.88$1.77$0.11
2012Summary only. Only limited summary data is available for this year.$1.66$0.06$1.60$2.40$1.66$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.89$1.96$1.16$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.01$0.09$0.87$1.10$0.23