Civic Intelligence

Forward Montana Foundation

990EZ • Fiscal year 2011 • EIN 26-2075145

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

500 North Higgins59802
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

Liabilities / Revenue

91st percentile

0.43x

Higher debt load relative to revenue than 91% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

38th percentile

-9.0%

Faster revenue growth than 38% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Down

$0

Down $162 (-100%) from 2010

Net Assets

Down

-$23,009

Down $17,228 (-298%) from 2010

Liabilities

Up

$23,009

Up $17,066 (+287%) from 2010

Revenue

Down

$53,586

Down $5,303 (-9.0%) from 2010

Expenses

Down

$70,814

Down $6,640 (-8.6%) from 2010

Net Income

Up

-$17,228

Up $1,337 (+7.2%) from 2010

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $162Liabilities 2010: $5,943Net Assets 2010: -$5,7812010Assets 2011: $0Liabilities 2011: $23,009Net Assets 2011: -$23,0092011Assets 2012: $31,874Liabilities 2012: $1,926Net Assets 2012: $29,9482012Assets 2013: $37,286Liabilities 2013: $23,661Net Assets 2013: $13,6252013Assets 2014: $46,179Liabilities 2014: $18,582Net Assets 2014: $27,5972014Assets 2015: $35,663Liabilities 2015: $14,303Net Assets 2015: $21,3602015Assets 2016: $65,628Liabilities 2016: $13,752Net Assets 2016: $51,8762016Assets 2017: $119,437Liabilities 2017: $15,044Net Assets 2017: $104,3932017Assets 2018: $219,813Liabilities 2018: $17,620Net Assets 2018: $202,1932018Assets 2019: $414,352Liabilities 2019: $33,569Net Assets 2019: $380,7832019Assets 2020: $1,181,820Liabilities 2020: $224,703Net Assets 2020: $957,1172020Assets 2021: $1,155,863Liabilities 2021: $450,816Net Assets 2021: $705,0472021Assets 2022: $1,098,718Liabilities 2022: $54,729Net Assets 2022: $1,043,9892022Assets 2023: $1,808,242Liabilities 2023: $87,363Net Assets 2023: $1,720,8792023Assets 2024: $3,028,812Liabilities 2024: $459,113Net Assets 2024: $2,569,6992024

Highlighted filing

2011

Assets$0
Liabilities$23,009
Net Assets-$23,009

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $58,889Expenses 2010: $77,454Net Income 2010: -$18,5652010Revenue 2011: $53,586Expenses 2011: $70,814Net Income 2011: -$17,2282011Revenue 2012: $181,701Expenses 2012: $128,744Net Income 2012: $52,9572012Revenue 2013: $113,065Expenses 2013: $133,779Net Income 2013: -$20,7142013Revenue 2014: $195,999Expenses 2014: $182,027Net Income 2014: $13,9722014Revenue 2015: $127,082Expenses 2015: $133,319Net Income 2015: -$6,2372015Revenue 2016: $216,365Expenses 2016: $185,849Net Income 2016: $30,5162016Revenue 2017: $288,531Expenses 2017: $236,014Net Income 2017: $52,5172017Revenue 2018: $442,989Expenses 2018: $345,189Net Income 2018: $97,8002018Revenue 2019: $568,379Expenses 2019: $389,789Net Income 2019: $178,5902019Revenue 2020: $1,386,156Expenses 2020: $809,822Net Income 2020: $576,3342020Revenue 2021: $548,885Expenses 2021: $800,955Net Income 2021: -$252,0702021Revenue 2022: $936,083Expenses 2022: $597,141Net Income 2022: $338,9422022Revenue 2023: $1,735,473Expenses 2023: $1,058,583Net Income 2023: $676,8902023Revenue 2024: $2,615,787Expenses 2024: $1,766,967Net Income 2024: $848,8202024

Highlighted filing

2011

Revenue$53,586
Expenses$70,814
Net Income-$17,228
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Forward montana foundation educates, engages, and organizes young montanans to shape their democracy to improve their lives and the lives of their fellow montanans.

Filing and Contact Details

Filer

EIN
26-2075145
Raw XML Appendix202 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.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KARA DOCHERTY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ANDREA MARCOCCIO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JESSICA GRENNAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TRACY LAKATUA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4rikki henderson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CEO/EX-OFFICIO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal012277
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TRAIN, MOBILIZE, AND EDUCATE THE NEXT GENERATION OF LEADERS IN MONTANA
IRS990EZ/PrintingPublicationsPostage0689
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FORWARD MONTANA FOUNDATION'S MISSION IS TO TRAIN, MOBILIZE AND EDUCATE THE NEXT GENERATION OF YOUNG LEADERS IN THE STATE OF MONTANA. WE ENGAGE YOUNG PEOPLE IN THE DEMOCRATIC PROCESS THROUGH LEADERSHIP DEVELOPMENT AND CIVIC EDUCATION. TO ACCOMPLISH THIS MISSION FORWARD MONTANA FOUNDATION (fmf) FOCUSES ON NONPARTISAN VOTER REGISTRATION, LEADERSHIP DEVELOPMENT AND GET-OUT-THE-VOTE (gotv) EFFORTS.VOTER REGISTRATION:VOLUNTEERS, STAFF AND INTERNS REGISTERED A TOTAL OF 2,100 VOTERS THROUGHOUT THE STATE. DURING THIS REGISTRATION DRIVE, FORWARD MONTANA FOUNDATION VISITED A TOTAL OF THREE COLLEGE CAMPUSES.GOTV:ON OCTOBER 6TH, AFTER THE REGULAR VOTER REGISTRATION DEADLINE, FORWARD MONTANA FOUNDATION SWITCHED FOCUS FROM REGISTERING VOTERS TO GETTING-OUT-THE-VOTE EFFORTS. FMF ORGANIZED DAILY VOLUNTEER CALL SHIFTS TO ENSURE YOUNG CITIZENS PLAN TO VOTE ON OR IN ADVANCE OF ELECTION DAY. ON OCTOBER 31ST, FMF HELD ITS 6TH ANNUAL TRICK OR VOTE EVENT. DURING THE TRICK OR VOTE EVENT OVER 100 VOLUNTEERS FROM THE MISSOULA, GREAT FALLS, AND BILLINGS KNOCKED ON 5,400 DOORS TO REMIND CITIZENS TO VOTE.LEADERSHIP DEVELOPMENT:FMF PROVIDES A FULL-SPECTRUM, COMPREHENSIVE LEADERSHIP DEVELOPMENT PROGRAM FOR YOUNG PEOPLE AGES 14-29. SEMESTER-LONG INTERNSHIPS OFFER CIVIC ENGAGEMENT EDUCATION TO HIGH SCHOOL AND COLLEGE STUDENTS. THROUGHOUT AN INTERNSHIP, STUDENTS LEARN HOW TO RUN VOTER REGISTRATION DRIVES, TAKE PART IN GOTV EVENTS, AND HELP WITH GENERAL OFFICE MANAGEMENT AND ORGANIZATION. IN 2011 FMF INTERNSHIP PROGRAM TRAINED AND GRADUATED OVER 15 INTERNS IN MISSOULA AND BOZEMAN.UNDERAGE CITIZENS WHO HAVE RECEIVED A MINOR IN POSSESSION ARE GIVEN THE OPPORTUNITY TO COMPLETE THEIR VOLUNTEER HOURS WITH FORWARD MONTANA FOUNDATION THROUGH OUR MIP-TERN PROJECT. MIP-TERNS ALSO TAKE PART IN FMF VOTER REGISTRATION DRIVES, GOTV EFFORTS AND RECEIVE A FINAL PROJECT.
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IRS990EZ/TheBooksAreInCareOf/NamePerson0andrea marcoccio
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04065428683
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IRS990EZ/WebSite0www.forwardmontanafoundation.org
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IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
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IRS990ScheduleO/GeneralExplanation/Explanation0FORWARD MONTANA FOUNDATION 501(C)3 AND FORWARD MONTANA 501(C)4 HAVE ENTERED INTO A COST SHARING AGREEMENT TO MINIMIZE DUPLICATED EXPENSES AND TO CARRY OUT THEIR COMPLIMENTARY MISSIONS IN AN ECONOMICAL AND EFFICIENT MANNER THROUGH THE SHARING OF EMPLOYEES, OFFICE SPACE AND EQUIPMENT. FORWARD MONTANA FOUNDATION REIMBURSES FORWARD MONTANA FOR THESE SHARED COSTS.
IRS990ScheduleO/GeneralExplanation/Explanation1Checking Overdraft - Beginning $0 Checking Overdraft - Ending $501
IRS990ScheduleO/GeneralExplanation/Explanation2Payable to Forward Montana - Beginning $0 Payable to Forward Montana - Ending $22508
IRS990ScheduleO/GeneralExplanation/Explanation3ACCOUNTS PAYABLE - Beginning $5943 ACCOUNTS PAYABLE - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation4BANK CHARGES $121
IRS990ScheduleO/GeneralExplanation/Explanation5MEALS $244
IRS990ScheduleO/GeneralExplanation/Explanation6TECHNOLOGY $641
IRS990ScheduleO/GeneralExplanation/Explanation7DUES/FEES/SUBSCRIPTIONS $841
IRS990ScheduleO/GeneralExplanation/Explanation8TELEPHONE & INTERNET $1232
IRS990ScheduleO/GeneralExplanation/Explanation9Insurance $295
IRS990ScheduleO/GeneralExplanation/Explanation10Travel $759
IRS990ScheduleO/GeneralExplanation/Explanation11Office Expenses $7923
IRS990ScheduleO/GeneralExplanation/Explanation12Advertising and Promotion $221
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, General Explanation.1
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 26.3
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part II, Line 26.2
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier12Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference0COST SHARING AGREEMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference1Total Liabilities.3
IRS990ScheduleO/GeneralExplanation/ReturnReference2Total Liabilities.2
IRS990ScheduleO/GeneralExplanation/ReturnReference3Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference12Other Expenses.1001
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0262075145
ReturnHeader/Filer/Name/BusinessNameLine10FORWARD MT FOUNDATION
ReturnHeader/Filer/NameControl0FORW
ReturnHeader/Filer/Phone04065428683
ReturnHeader/Filer/USAddress/AddressLine10500 North Higgins
ReturnHeader/Filer/USAddress/City0missoula
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059802
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-15
ReturnHeader/Officer/Name0ANDREA MARCOCCIO
ReturnHeader/Officer/Title0CEO/EX-OFFICIO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Boyle Deveny & Meyer PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10305 South 4th East Suite 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Missoula
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode059801
ReturnHeader/Preparer/Name0KAREN NEEL CPA
ReturnHeader/Preparer/Phone04067213555
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T11:43:21-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.46$2.57$2.62$1.77$0.85
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.09$1.72$1.74$1.06$0.68
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.05$1.04$0.94$0.60$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.45$0.71$0.55$0.80$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.22$0.96$1.39$0.81$0.58
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.03$0.38$0.57$0.39$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.02$0.20$0.44$0.35$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.02$0.10$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.05$0.22$0.19$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.01$0.02$0.13$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.02$0.03$0.20$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.01$0.11$0.13$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.18$0.13$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.02$0.02$0.05$0.07$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.01$0.01$0.06$0.08$0.02