Civic Intelligence

Eastern Plains Economic Development Corporation

990 • Fiscal year 2022 • EIN 20-8067492

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 08, 2023

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

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$58,472

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

18th percentile

-27%

Faster asset growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$259,195

Down $96,174 (-27%) from 2021

Net Assets

Down

$239,029

Down $92,385 (-28%) from 2021

Liabilities

Down

$20,166

Down $3,789 (-16%) from 2021

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin12th percentile

Revenue

Down

$235,713

Down $82,738 (-26%) from 2021

Expenses

Up

$328,098

Up $85,629 (+35%) from 2021

Net Income

Down

-$92,385

Down $168,367 (-222%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2022

Assets$259,195
Liabilities$20,166
Net Assets$239,029
Open 2022 Filing

Operations Trend

Revenue Growth20th 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

2022

Revenue$235,713
Expenses$328,098
Net Income-$92,385
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 8, 2023
Return Version
2021v4.0
Gross Receipts
$236,163
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$249,093$152,118▼ $96,975
Savings and Temporary Cash Investments$102,780$102,823▲ $43
Prepaid Expenses and Deferred Charges$2,505$2,560▲ $55
Land, Buildings, and Equipment, Net$991$1,694▲ $703
Total Assets$355,369$259,195▼ $96,174
Liabilities
Accounts Payable and Accrued Expenses$23,955$20,166▼ $3,789
Total Liabilities$23,955$20,166▼ $3,789
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$281,414$189,029▼ $92,385
Net Assets With Donor Restrictions$50,000$50,000→ $0
Total Net Assets Fund Balance$331,414$239,029▼ $92,385
Total Liabilities and Net Assets / Fund Balance$355,369$259,195▼ $96,174

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,624$4,440$6,064
Other Land Buildings$70$27$97
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth EpleyExecutive DiFT$56,769$1,703$58,472

Board Members and Trustees

NameTitle
Dennis ZanderChairman
Todd DevlinVice Chairma
Amy DeinesDirector
Debbie ZindaDirector
Jeff BertelsenDirector
Jerry JimisonDirector
Joanie LenzDirector
Jordan HoffmanDirector
Kitty SchmidDirector
Lance KalfellDirector
Lynn SchillingDirector
Mariah SchneiderDirector
Nadine BrownDirector
Parker PowellDirector
Rod TaukDirector
Steve BaldwinDirector
Teresea OlsonDirector
Tod KastenDirector
Vaughn ZenkoDirector
Wanda Van VleetDirector
Terra MillerExecutive Di
Darin MiskeSecretary/tr
Kevin DukartSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$209,074
Program Service Revenue
$25,680
Investment Income
$43
Other Revenue
$916
All Other Contributions
$18,373
Change in Net Assets
$-92,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$159,555
Other Expenses$159,543
Grants and Similar Amounts Paid$9,000
Total Fundraising Expense$1,259
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$88,506$1,806-$90,312
Advertising$58,063--$58,063
Current Officers, Directors, Trustees, and Key Employees$48,559$7,427$1,143$57,129
Fees for Services Other$39,478--$39,478
Travel$17,639$929-$18,568
Payroll Taxes$9,655$650$81$10,386
Grants to Domestic Orgs$9,000--$9,000
Occupancy$6,390$710-$7,100
Fees for Services Accounting-$6,050-$6,050
Insurance-$4,707-$4,707
Office Expenses$3,777$420-$4,197
Conferences and Meetings-$2,328-$2,328
Pension Plan Contributions$1,468$225$35$1,728
Other Expenses$1,152$3,223-$1,152
Depreciation Depletion$310$35-$345
All Other Expenses-$65-$65
Total Functional Expenses$294,185$32,654$1,259$328,098
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carter County Geological SocietyEkalaka, MT501c3Covid-19 Recovery Fd$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,340
Fundraising Direct Expenses$450
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
Terra Miller
Title
Executive Director
Phone
4068536471
Signed
2023-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terra Miller
Formed
2006
Legal Domicile
Mt
Voting Board Members
20
Independent Board Members
20
Employees
4

Preparer

Firm
Brett Moats CPA
Address
11 N SEWELL AVE, MILES CITY, MT 59301
Preparer
Brett Moats
Phone
4068520227
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Kly-resiliency study 36,478 0 0 great northern dev-food study 3,000 0 0 total 39,478 0 0”

Raw XML AppendixShowing 400 of 515 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023955
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020166
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENCOURAGE, STIMULATE AND PROMOTE ECONOMIC DEVELOPMENT, EXPANSION AND DIVERSIFICATION IN SOUTHEASTERN MONTANA
IRS990/AdvertisingGrp/ProgramServicesAmt058063
IRS990/AdvertisingGrp/TotalAmt058063
IRS990/AllOtherContributionsAmt018373
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt065
IRS990/AllOtherExpensesGrp/TotalAmt065
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0TERRA MILLER
IRS990/BooksInCareOfDetail/PhoneNum04068533840
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 S MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAKER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059313
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0249093
IRS990/CashNonInterestBearingGrp/EOYAmt0152118
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01143
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07427
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt048559
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt057129
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02328
IRS990/ConferencesMeetingsGrp/TotalAmt02328
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0209074
IRS990/CYGrantsAndSimilarPaidAmt09000
IRS990/CYInvestmentIncomeAmt043
IRS990/CYOtherExpensesAmt0159543
IRS990/CYOtherRevenueAmt0916
IRS990/CYProgramServiceRevenueAmt025680
IRS990/CYRevenuesLessExpensesAmt0-92385
IRS990/CYSalariesCompEmpBnftPaidAmt0159555
IRS990/CYTotalExpensesAmt0328098
IRS990/CYTotalFundraisingExpenseAmt01259
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0235713
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt035
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0310
IRS990/DepreciationDepletionGrp/TotalAmt0345
IRS990/Desc0INITIATION OF AN ECONOMIC DEVELOPMENT DISTRICT AND PROVIDING TECHNICAL ASSISTANCE TO STARTUP AND EXPANDING BUSINESSES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt050000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt050000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0294185
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06050
IRS990/FeesForServicesAccountingGrp/TotalAmt06050
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt039478
IRS990/FeesForServicesOtherGrp/TotalAmt039478
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01703
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH EPLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE BALDWIN
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF BERTELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3NADINE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4AMY DEINES
IRS990/Form990PartVIISectionAGrp/PersonNm5TODD DEVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN DUKART
IRS990/Form990PartVIISectionAGrp/PersonNm7JORDAN HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JERRY JIMISON
IRS990/Form990PartVIISectionAGrp/PersonNm9LANCE KALFELL
IRS990/Form990PartVIISectionAGrp/PersonNm10TOD KASTEN
IRS990/Form990PartVIISectionAGrp/PersonNm11JOANIE LENZ
IRS990/Form990PartVIISectionAGrp/PersonNm12DARIN MISKE
IRS990/Form990PartVIISectionAGrp/PersonNm13TERESEA OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm14PARKER POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm15LYNN SCHILLING
IRS990/Form990PartVIISectionAGrp/PersonNm16KITTY SCHMID
IRS990/Form990PartVIISectionAGrp/PersonNm17MARIAH SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm18ROD TAUK
IRS990/Form990PartVIISectionAGrp/PersonNm19WANDA VAN VLEET
IRS990/Form990PartVIISectionAGrp/PersonNm20DENNIS ZANDER
IRS990/Form990PartVIISectionAGrp/PersonNm21VAUGHN ZENKO
IRS990/Form990PartVIISectionAGrp/PersonNm22DEBBIE ZINDA
IRS990/Form990PartVIISectionAGrp/PersonNm23TERRA MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt056769
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt0450
IRS990/FundraisingGrossIncomeAmt01340
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt0190701
IRS990/GrantAmt09000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt09000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0236163
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04707
IRS990/InsuranceGrp/TotalAmt04707
IRS990/InvestmentIncomeGrp/ExclusionAmt043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04467
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0991
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01694
IRS990/LandBldgEquipCostOrOtherBssAmt06161
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENCOURAGE, STIMULATE AND PROMOTE ECONOMIC DEVELOPMENT, EXPANSION AND DIVERSIFICATION IN SOUTHEASTERN MONTANA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0331414
IRS990/NetAssetsOrFundBalancesEOYAmt0239029
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0890
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0890
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0281414
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0189029
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0710
IRS990/OccupancyGrp/ProgramServicesAmt06390
IRS990/OccupancyGrp/TotalAmt07100
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0420
IRS990/OfficeExpensesGrp/ProgramServicesAmt03777
IRS990/OfficeExpensesGrp/TotalAmt04197
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PURCHASES
IRS990/OtherExpensesGrp/Desc1TRAINING/EDUCATION
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SHIPPING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04079
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13223
IRS990/OtherExpensesGrp/ProgramServicesAmt010188
IRS990/OtherExpensesGrp/ProgramServicesAmt11152
IRS990/OtherExpensesGrp/TotalAmt010188
IRS990/OtherExpensesGrp/TotalAmt14079
IRS990/OtherExpensesGrp/TotalAmt23223
IRS990/OtherExpensesGrp/TotalAmt31152
IRS990/OtherRevenueMiscGrp/BusinessCd0541900
IRS990/OtherRevenueMiscGrp/Desc0PATRONAGE DIVIDENDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026
IRS990/OtherRevenueTotalAmt026
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01806
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt088506
IRS990/OtherSalariesAndWagesGrp/TotalAmt090312
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt081
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0650
IRS990/PayrollTaxesGrp/ProgramServicesAmt09655
IRS990/PayrollTaxesGrp/TotalAmt010386
IRS990/PensionPlanContributionsGrp/FundraisingAmt035
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0225
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01468
IRS990/PensionPlanContributionsGrp/TotalAmt01728
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02505
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02560
IRS990/PrincipalOfficerNm0TERRA MILLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1445200
IRS990/ProgramServiceRevenueGrp/Desc0PLANNING SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1PLAINS TO PORCH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020547
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15133
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020547
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15133
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0278880
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-429
IRS990/PYOtherExpensesAmt061893
IRS990/PYProgramServiceRevenueAmt040000
IRS990/PYRevenuesLessExpensesAmt075982
IRS990/PYSalariesCompEmpBnftPaidAmt0180576
IRS990/PYTotalExpensesAmt0242469
IRS990/PYTotalRevenueAmt0318451
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-92385
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt025680
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102780
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102823
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WORKER COMP DIVIDENDS 315 FUNDRAISING AUCTION 1,340
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0209074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0278880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0176254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0838933
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt04404
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt04404
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt096
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0295
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0137944
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0114
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0201
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01655
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99770
IRS990ScheduleA/PublicSupportPY170Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt0843337
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0209074
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0278880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0176254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt077515
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101614
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0843337
IRS990ScheduleA/TotalSupportAmt0845287
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$259,195
Liabilities
$20,166
Net assets
$239,029
Revenue
$235,713
Expenses
$328,098
Net income
-$92,385
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits