Civic Intelligence

Conrad Community Education Foundation Inc.

990 • Fiscal year 2019 • EIN 26-1475988

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 18, 2020

P O Box 787Conrad, MT 59425

(406) 278-7525

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

51st percentile

3.3%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,198,230

Up $38,795 (+3.3%) from 2018

Net Assets

Up

$1,198,230

Up $38,795 (+3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$127,063

Down $30,475 (-19%) from 2018

Expenses

Down

$88,268

Down $14,321 (-14%) from 2018

Net Income

Down

$38,795

Down $16,154 (-29%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $973,761Liabilities 2014: $0Net Assets 2014: $973,7612014Assets 2015: $1,016,533Liabilities 2015: $0Net Assets 2015: $1,016,5332015Assets 2016: $1,076,065Liabilities 2016: $0Net Assets 2016: $1,076,0652016Assets 2017: $1,104,486Liabilities 2017: $0Net Assets 2017: $1,104,4862017Assets 2018: $1,159,435Liabilities 2018: $0Net Assets 2018: $1,159,4352018Assets 2019: $1,198,230Liabilities 2019: $0Net Assets 2019: $1,198,2302019Assets 2020: $1,297,023Liabilities 2020: $0Net Assets 2020: $1,297,0232020Assets 2021: $1,500,423Liabilities 2021: $0Net Assets 2021: $1,500,4232021Assets 2022: $1,538,673Liabilities 2022: $0Net Assets 2022: $1,538,6732022Assets 2023: $1,803,070Liabilities 2023: $0Net Assets 2023: $1,803,0702023Assets 2024: $1,926,821Liabilities 2024: $0Net Assets 2024: $1,926,8212024

Highlighted filing

2019

Assets$1,198,230
Liabilities$0
Net Assets$1,198,230

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2014: $158,988Expenses 2014: $91,250Net Income 2014: $67,7382014Revenue 2015: $128,503Expenses 2015: $85,731Net Income 2015: $42,7722015Revenue 2016: $160,014Expenses 2016: $100,482Net Income 2016: $59,5322016Revenue 2017: $114,429Expenses 2017: $86,008Net Income 2017: $28,4212017Revenue 2018: $157,538Expenses 2018: $102,589Net Income 2018: $54,9492018Revenue 2019: $127,063Expenses 2019: $88,268Net Income 2019: $38,7952019Revenue 2020: $195,071Expenses 2020: $96,278Net Income 2020: $98,7932020Revenue 2021: $289,128Expenses 2021: $85,728Net Income 2021: $203,4002021Revenue 2022: $133,509Expenses 2022: $95,259Net Income 2022: $38,2502022Revenue 2023: $370,578Expenses 2023: $106,181Net Income 2023: $264,3972023Revenue 2024: $228,380Expenses 2024: $104,629Net Income 2024: $123,7512024

Highlighted filing

2019

Revenue$127,063
Expenses$88,268
Net Income$38,795
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 18, 2020
Return Version
2019v5.0
Gross Receipts
$127,063
Mission and Program Overview

Mission

The foundation would like to involve and assist the community in enhancing the educational environment of the conrad public school system by supporting students and encouraging education achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,159,435$1,198,230▲ $38,795
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,159,435$1,198,230▲ $38,795
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,052,409$1,095,174▲ $42,765
Net Assets Without Donor Restrictions$107,026$103,056▼ $3,970
Total Net Assets Fund Balance$1,159,435$1,198,230▲ $38,795
Total Liabilities and Net Assets / Fund Balance$1,159,435$1,198,230▲ $38,795

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,052,409$42,765▲ $51,758-$1,095,174
2018$1,022,137$30,272▲ $49,462-$1,052,409
2017$1,001,512$20,625▲ $46,427-$1,022,137
2016$936,512$65,000▲ $46,399-$1,001,512
2015$900,512$36,000▲ $43,489-$936,512
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karla StyrenPresident
Mark GageVice President
Joshua PhilippsSecretary
James L MeierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,253
Program Service Revenue
$0
Investment Income
$52,189
Other Revenue
$20,621
All Other Contributions
$54,253
Change in Net Assets
$38,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,668
Other Expenses$1,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$68,700--$68,700
Grants to Domestic Orgs$17,968--$17,968
Other Expenses$554--$554
Total Functional Expenses$88,268$0$0$88,268
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Conrad School SystemConrad, MT-School Support$17,968
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,559
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
One Classroom at a Time$11,500$11,500-$11,500
Alumni Mailing$8,059$8,059-$8,059
Total Events$19,559$19,559-$19,559
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Local cpa firm reviews all 990 forms

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

Conflict policy is monitored annually

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

All documents are open to the public

Filing and Contact Details

Filer

Filer Name
Conrad Community Education Foundation
EIN
26-1475988
Phone
4062787525
Address
P O BOX 787, CONRAD, MT 59425

Signing Officer

Name
Karla Styren
Title
President
Signed
2020-02-18
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Firm
Brown Fichtner & Associates PC
Address
414 South Main Street, Conrad, MT 59425-2338
Preparer
James L Meier
Phone
4062787525
Supplemental Narrative

Financial Statement Notes

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

Scholarships: all of the endowment funds are for scholarship programs as specified by the donors. The donor agreements outline any special award criteria concerning geographic location, school, course of study, etc.

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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt051758
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt051758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01022137
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030272
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01052409
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt049462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049462
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01001512
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01022137
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt046427
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046427
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0936512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt065000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01001512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt046399
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046399
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0900512
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt036000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0936512
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt043489
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043489
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS: ALL OF THE ENDOWMENT FUNDS ARE FOR SCHOLARSHIP PROGRAMS AS SPECIFIED BY THE DONORS. THE DONOR AGREEMENTS OUTLINE ANY SPECIAL AWARD CRITERIA CONCERNING GEOGRAPHIC LOCATION, SCHOOL, COURSE OF STUDY, ETC.
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08059
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019559
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019559
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0ALUMNI MAILING
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt052
IRS990ScheduleI/RecipientTable/CashGrantAmt017968
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CONRAD SCHOOL SYSTEM
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0215 S MARYLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CONRAD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOCAL CPA FIRM REVIEWS ALL 990 FORMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT POLICY IS MONITORED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE OPEN TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01198230
IRS990/TotalAssetsGrp/BOYAmt01159435
IRS990/TotalAssetsGrp/EOYAmt01198230
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt088268
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01159435
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IRS990/TotalProgramServiceExpensesAmt088268
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt053251
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127063
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01159435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01198230
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 787
IRS990/USAddress/CityNm0CONRAD
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059425
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARLA STYREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONRAD COMMUNITY EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CONR
ReturnHeader/Filer/EIN0261475988
ReturnHeader/Filer/PhoneNum04062787525
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 787
ReturnHeader/Filer/USAddress/CityNm0CONRAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059425
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810349959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brown Fichtner & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0414 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Conrad

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