Civic Intelligence

Mission Valley Senior Citizens Inc

EIN 23-7214280 • 501(c)3 • Ronan, MT

Profile

To help senior citizens enjoy their lives in their later years through various activities and programs

528 Main StreetRonan, MT 59864

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

61st percentile

8.3%

Higher net margin than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

41st percentile

-8.6%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$40,906

Down $3,857 (-8.6%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$40,906

Down $3,857 (-8.6%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin61st percentile

Revenue

Up

$142,012

Up $25,021 (+21%) from 2024

Expenses

Down

$130,168

Down $2,034 (-1.5%) from 2024

Net Income

Up

$11,844

Up $27,055 (+178%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2013: $47,242Net Assets 2013: $47,2422013Assets 2014: $46,044Net Assets 2014: $46,0442014Assets 2015: $45,368Net Assets 2015: $45,3682015Assets 2016: $30,592Net Assets 2016: $30,5922016Assets 2017: $29,255Net Assets 2017: $29,2552017Assets 2018: $29,485Net Assets 2018: $29,4852018Assets 2019: $30,842Net Assets 2019: $30,8422019Assets 2020: $50,796Net Assets 2020: $50,7962020Assets 2021: $61,428Net Assets 2021: $61,4282021Assets 2022: $54,488Net Assets 2022: $54,4882022Assets 2023: $98,191Net Assets 2023: $98,1912023Assets 2024: $44,763Net Assets 2024: $44,7632024Assets 2025: $40,906Liabilities 2025: $0Net Assets 2025: $40,9062025

Highlighted filing

2025

Assets$40,906
Liabilities$0
Net Assets$40,906
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2013: $93,735Expenses 2013: $97,423Net Income 2013: -$3,6882013Revenue 2014: $97,806Expenses 2014: $99,004Net Income 2014: -$1,1982014Revenue 2015: $110,635Expenses 2015: $111,311Net Income 2015: -$6762015Revenue 2016: $115,440Expenses 2016: $130,216Net Income 2016: -$14,7762016Revenue 2017: $107,290Expenses 2017: $108,627Net Income 2017: -$1,3372017Revenue 2018: $97,787Expenses 2018: $97,557Net Income 2018: $2302018Revenue 2019: $131,779Expenses 2019: $130,422Net Income 2019: $1,3572019Revenue 2020: $124,272Expenses 2020: $104,318Net Income 2020: $19,9542020Revenue 2021: $111,073Expenses 2021: $100,441Net Income 2021: $10,6322021Revenue 2022: $142,106Expenses 2022: $149,046Net Income 2022: -$6,9402022Revenue 2023: $185,119Expenses 2023: $141,416Net Income 2023: $43,7032023Revenue 2024: $116,991Expenses 2024: $132,202Net Income 2024: -$15,2112024Revenue 2025: $142,012Expenses 2025: $130,168Net Income 2025: $11,8442025

Highlighted filing

2025

Revenue$142,012
Expenses$130,168
Net Income$11,844
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,906
Liabilities
$0
Net assets
$40,906
Revenue
$142,012
Expenses
$130,168
Net income
$11,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$1.42$1.30$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$1.17$1.32$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$1.85$1.41$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.54$1.42$1.49$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.61$1.11$1.00$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.51$1.24$1.04$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$1.32$1.30$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.98$0.98$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.29$1.07$1.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$1.15$1.30$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.45$1.11$1.11$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.98$0.99$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.47$0.94$0.97$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.2
Gross Receipts
$142,012
Mission and Program Overview

Mission

Provide activity and meals for senior citizens in their later years.

Program Services

DescriptionGrantsExpenses
PROVIDE ACTIVITY AND MEALS FOR SENIOR CITIZENS IN THEIR LATER YEARS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RETTA HAMLINPresident-$0--
JAN SCHMIDTVice President-$0--
JOAN SHAWVice President-$0--
FAYELLEN PETERSONTreasurerPT$0--
MARILYM KOESTERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Mission Valley Senior Center Inc
EIN
23-7214280
In Care Of
% FAYELLEN PETERSON
Phone
4066762371
Address
528 MAIN STREET, RONAN, MT 59864

Signing Officer

Name
Fayellen Peterson
Title
Treasurer
Phone
4066762371
Signed
2026-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Hrb Tax Group Inc
Address
1 7TH AVE E STE A, POLSON, MT 59860
Preparer
Cheryl Mouhallam
Phone
4063632380
Supplemental Narrative

Additional Explanations

mission statement

“Provide activity and meals for senior citizens in their later years.”

Form 990EZ Part I Line 16

“Description:DUES AND CONTRACT FEES Amount:375”

Form 990EZ Part I Line 16

“Description:WORK COMP INS Amount:2632”

Form 990EZ Part I Line 16

“Description:TRAINING Amount:90”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FAYELLEN PETERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04066762371
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0528 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RONAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059864
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075476
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011844
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040906
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0142012
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040906
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040906
IRS990EZ/OccupancyRentUtltsAndMaintAmt0465
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RETTA HAMLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAN SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOAN SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FAYELLEN PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARILYM KOESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029062
IRS990EZ/OtherAssetsTotalDetail/EOYAmt040906
IRS990EZ/OtherExpensesTotalAmt048989
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ACTIVITY AND MEALS FOR SENIOR CITIZENS IN THEIR LATER YEARS.
IRS990EZ/ProgramServiceRevenueAmt066536
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ACTIVITY AND MEALS FOR SENIOR CITIZENS IN THEIR LATER YEARS.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt080714
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0130168
IRS990EZ/TotalRevenueAmt0142012
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0284479
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0317219
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt017102
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt015638
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt032740
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0135739
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030341
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0317219
IRS990ScheduleA/TotalSupportAmt0317219
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE ACTIVITY AND MEALS FOR SENIOR CITIZENS IN THEIR LATER YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:DUES AND CONTRACT FEES Amount:375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:WORK COMP INS Amount:2632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:TRAINING Amount:90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0mission statement
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Fayellen Peterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04066762371
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISSION VALLEY SENIOR CENTER INC
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0237214280
ReturnHeader/Filer/InCareOfNm0% FAYELLEN PETERSON
ReturnHeader/Filer/PhoneNum04066762371
ReturnHeader/Filer/USAddress/AddressLine1Txt0528 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0RONAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059864
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 7TH AVE E STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POLSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059860
ReturnHeader/PreparerPersonGrp/PhoneNum04063632380
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryl Mouhallam
ReturnHeader/ReturnTs02026-02-13T14:36:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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