Civic Intelligence

Montana Chamber Foundation

990 • Fiscal year 2014 • EIN 23-7059679

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 17, 2015

Organization ProfileMontanaChamberFoundation.org
900 Gibbon Street59601

(406) 442-2405

Siviq Scores

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

Liabilities / Assets

47th percentile

0.04x

Higher debt load relative to assets than 47% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.12x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

57th percentile

5.8%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

94th percentile

$160,228

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 66.9% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

8th percentile

-24%

Faster asset growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$785,006

Down $242,597 (-24%) from 2013

Net Assets

Up

$757,348

Up $13,982 (+1.9%) from 2013

Liabilities

Down

$27,658

Down $256,579 (-90%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin57th percentile

Revenue

$239,441

No earlier filing loaded for comparison.

Expenses

Down

$225,459

Down $367,139 (-62%) from 2013

Net Income

$13,982

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $376,839Liabilities 2010: $59,218Net Assets 2010: $317,6212010Assets 2012: $427,673Liabilities 2012: $42,651Net Assets 2012: $385,0222012Assets 2013: $1,027,603Liabilities 2013: $284,237Net Assets 2013: $743,3662013Assets 2014: $785,006Liabilities 2014: $27,658Net Assets 2014: $757,3482014Assets 2015: $903,892Liabilities 2015: $58,893Net Assets 2015: $844,9992015Assets 2016: $959,209Liabilities 2016: $37,981Net Assets 2016: $921,2282016Assets 2017: $1,213,083Liabilities 2017: $88,509Net Assets 2017: $1,124,5742017Assets 2018: $1,232,781Liabilities 2018: $60,005Net Assets 2018: $1,172,7762018Assets 2019: $1,040,812Liabilities 2019: $35,863Net Assets 2019: $1,004,9492019Assets 2020: $888,746Liabilities 2020: $179,335Net Assets 2020: $709,4112020Assets 2021: $655,624Liabilities 2021: $12,401Net Assets 2021: $643,2232021Assets 2022: $894,642Liabilities 2022: $36,875Net Assets 2022: $857,7672022Assets 2023: $957,173Liabilities 2023: $130,862Net Assets 2023: $826,3112023Assets 2024: $968,446Liabilities 2024: $153,842Net Assets 2024: $814,6042024

Highlighted filing

2014

Assets$785,006
Liabilities$27,658
Net Assets$757,348
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $299,1472010Expenses 2012: $196,2092012Expenses 2013: $592,5982013Revenue 2014: $239,441Expenses 2014: $225,459Net Income 2014: $13,9822014Revenue 2015: $329,930Expenses 2015: $242,279Net Income 2015: $87,6512015Revenue 2016: $431,179Expenses 2016: $354,950Net Income 2016: $76,2292016Revenue 2017: $706,411Expenses 2017: $503,065Net Income 2017: $203,3462017Revenue 2018: $715,166Expenses 2018: $666,964Net Income 2018: $48,2022018Revenue 2019: $195,833Expenses 2019: $363,660Net Income 2019: -$167,8272019Revenue 2020: $87,181Expenses 2020: $382,719Net Income 2020: -$295,5382020Revenue 2021: $193,681Expenses 2021: $244,384Net Income 2021: -$50,7032021Revenue 2022: $702,984Expenses 2022: $488,440Net Income 2022: $214,5442022Revenue 2023: $562,033Expenses 2023: $593,489Net Income 2023: -$31,4562023Revenue 2024: $584,233Expenses 2024: $515,940Net Income 2024: $68,2932024

Highlighted filing

2014

Revenue$239,441
Expenses$225,459
Net Income$13,982
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 17, 2015
Return Version
2013v4.0
Gross Receipts
$470,831
Mission and Program Overview

Mission

To educate montanans about the fundamentals of business operations, business needs, and responsibilities and contributions of business to society.

Educating montanans about the fundamentals of business operations, business needs and responsibilities, and contributions to business society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$565,486$395,138▼ $170,348
Savings and Temporary Cash Investments-$194,761-
Investments Other Securities$186,579$187,260▲ $681
Accounts Receivable$273,580$1,130▼ $272,450
Prepaid Expenses and Deferred Charges$462$0▼ $462
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,027,603$785,006▼ $242,597
Other Assets Total$1,496$6,717▲ $5,221
Liabilities
Accounts Payable and Accrued Expenses$272,597$12,186▼ $260,411
Other Liabilities$5,640$11,472▲ $5,832
Deferred Revenue$6,000$4,000▼ $2,000
Total Liabilities$284,237$27,658▼ $256,579
Net Assets / Fund Balance
Temporarily Rstr Net Assets$381,000$386,697▲ $5,697
Unrestricted Net Assets$362,116$370,401▲ $8,285
Permanently Rstr Net Assets$250$250→ $0
Total Net Assets Fund Balance$743,366$757,348▲ $13,982
Total Liabilities and Net Assets / Fund Balance$1,027,603$785,006▼ $242,597

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$250---$250
2012$250---$250
2011$250---$250
2010$250---$250
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Kelly CresswellVice President
Bill WoodyDirector
David BrownDirector
Don CheryDirector
Greg KohnDirector
Jeff BillmanDirector
Jim OliversonDirector
Karen BeenkenDirector
Karen CampbellDirector
Kathy BoelterDirector
Kim ChampneyDirector
Rick EdwardsDirector
Russ SpikaDirector
Sherry CladouhosDirector
Webb BrownExecutive VP
Revenue and Support

Revenue Composition

Contributions and Grants
$49,590
Program Service Revenue
$92,865
Investment Income
$1,176
Other Revenue
$95,810
All Other Contributions
$49,590
Change in Net Assets
$13,982

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,441
Revenue Not Reported on Form 990
$231,390
Total Revenue per Audited Statements
$470,831
Total Revenue per Form 990
$239,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218,959
Total Fundraising Expense$54,770
Grants and Similar Amounts Paid$6,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$33,000$30,000$45,000$108,000
Advertising$41,388$174$1,736$43,298
Conferences and Meetings$19,196$634-$19,830
Insurance-$796$5,912$6,708
Grants to Domestic Individuals$6,500--$6,500
Travel$5,255$20-$5,275
Fees for Services Accounting$1,000$2,633$1,500$5,133
Office Expenses$2,126$1,141$622$3,889
Other Expenses$566$10,260-$566
Total Functional Expenses$125,031$45,658$54,770$225,459

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$456,849
Expenses Not Reported on Form 990$231,390
Expenses per Audited Statements$225,459
Total Expenses per Form 990$225,459
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$327,200
Fundraising Direct Expenses$231,390
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$327,200$327,200$18,866$308,334
Total Events$327,200$327,200$231,390$95,810
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Montana Chamber of CommerRelated Org.Wages and Admin Exp.No$108,000

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payable$8,000
Unredeemed Certificates$3,472
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Management duties were delegated to the montana chamber of commerce.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the president before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board reminds all members of the conflict of interest policy at the beginning of their meetings and will have sessions on this at their annual meeting. The board members will be asked to sign conflict letters, and the chair will do a follow-up with any questions.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All financial information, governing documents and policies are available upon request.”

Filing and Contact Details

Filer

EIN
23-7059679
Phone
4064422405

Signing Officer

Name
Webb Scott Brown
Title
Exec. Vice President
Signed
2015-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Webb Scott Brown
Formed
1969
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Preparer
Dawn M Wrigg CPA
Phone
4065853393
Supplemental Narrative

Financial Statement Notes

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

“In accordance with mupmifa, the foundation considers the following factors in making a determination to appropriate or accumulate donor - restricted endowment funds: 1) the duration and preservation of the fund; 2) the purposes of the foundation endowment fund; 3) general economic conditions; 4) the possible effect of inflation and deflation; 5) the expected total return from income and the appreciation of investments; 6) other resources of the foundation; and 7) the investment policies of the foundation.all endowments of the foundation are permanently restricted.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Direct offset of fundraising revenue $231390”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Direct offset of fundraising revenue $231390”

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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE VP
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IRS990/InsuranceGrp/TotalAmt06708
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0EDUCATING MONTANANS ABOUT THE FUNDAMENTALS OF BUSINESS OPERATIONS, BUSINESS NEEDS AND RESPONSIBILITIES, AND CONTRIBUTIONS TO BUSINESS SOCIETY.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt095810
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/FundraisingAmt0622
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IRS990/OfficeExpensesGrp/TotalAmt03889
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt06717
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1DONATIONS
IRS990/OtherExpensesGrp/Desc2SPEAKERS & CONSULTANTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/TotalAmt110260
IRS990/OtherExpensesGrp/TotalAmt21000
IRS990/OtherExpensesGrp/TotalAmt3566
IRS990/OtherLiabilitiesGrp/BOYAmt05640
IRS990/OtherLiabilitiesGrp/EOYAmt011472
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0250
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0250
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0462
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WEBB SCOTT BROWN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0ECONOMIC EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1HEALTH SUMMIT
IRS990/ProgramServiceRevenueGrp/Desc2HIGH SCHOOL BUSINESS CHAL
IRS990/ProgramServiceRevenueGrp/Desc3POSTAL SERVICE INQUIRY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt056280
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130050
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23335
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33200
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33200
IRS990/ProgSrvcAccomActy2Grp/Desc0HIGH SCHOOL BUSINESS CHALLENGE (HSBC) - AN EXCITING BUSINESS EDUCATION SIMULATION SPONSORED BY THE FOUNDATION. OVER 11,000 MONTANA STUDENTS HAVE PARTICIPATED IN THIS PROGRAM SINCE ITS INCEPTION AND 1,400 STUDENTS IN MORE THAN SIXTY SCHOOLS COMPETE ANNUALLY IN THE FALL AND SPRING COMPETITIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030313
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06500
IRS990/ProgSrvcAccomActy3Grp/Desc0MONTANA HEALTH CARE FORUM IS THE LARGEST AND MOST DIVERSE NETWORK OF STAKEHOLDERS AND THE PUBLIC WHO ARE INTERESTED IN HEALTH CARE POLICY AND REFORM IN MONTANA. STARTED IN 2007, THE FORUM INCLUDES REPRESENTATIVES FROM CONSUMERS, ADVOCACY GROUPS, HEALTH CARE ORGANIZATIONS, LEGISLATORS, PUBLIC HEALTH, BUSINESS EDUCATION, PROVIDERS, HOSPITALS AND MEDICAL CENTERS, INSURERS, AND GOVERNMENT ENTITIES. OUR MISSION IS TO DEVELOP INNOVATIVE CHANGES TO THE HEALTH CARE SYSTEM IN MONTANA THROUGH THE ENGAGEMENT OF STAKEHOLDERS ACROSS BIG SKY COUNTRY.
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IRS990/PYOtherRevenueAmt092710
IRS990/PYProgramServiceRevenueAmt0814175
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0157719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0252635
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$785,006
Liabilities
$27,658
Net assets
$757,348
Revenue
$239,441
Expenses
$225,459
Net income
$13,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.15$0.81$0.58$0.52$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.13$0.83$0.56$0.59$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.04$0.86$0.70$0.49$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.64$0.19$0.24$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.18$0.71$0.09$0.38$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.04$1.00$0.20$0.36$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.23$0.06$1.17$0.72$0.67$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.09$1.12$0.71$0.50$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$0.43$0.35$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.06$0.84$0.33$0.24$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$0.24$0.23$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.28$0.74$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.04$0.39$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.06$0.32$0.30