Civic Intelligence

Greater Polson Community Foundation Inc.

990 • Fiscal year 2016 • EIN 26-2883184

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.POLSONFOREVER.ORG
PO Box 314Polson, MT 59860

(406) 883-4198

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

1.9%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

67th percentile

7.0%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,067,268

Up $70,174 (+7.0%) from 2015

Net Assets

Up

$1,067,268

Up $70,307 (+7.1%) from 2015

Liabilities

Down

$0

Down $133 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin49th percentile

Revenue

Up

$203,429

Up $25,221 (+14%) from 2015

Expenses

Up

$199,663

Up $51,314 (+35%) from 2015

Net Income

Down

$3,766

Down $26,093 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $195,958Liabilities 2011: $2,768Net Assets 2011: $193,1902011Assets 2012: $295,060Liabilities 2012: $508Net Assets 2012: $294,5522012Assets 2013: $531,697Liabilities 2013: $0Net Assets 2013: $531,6972013Assets 2014: $931,695Liabilities 2014: $0Net Assets 2014: $931,6952014Assets 2015: $997,094Liabilities 2015: $133Net Assets 2015: $996,9612015Assets 2016: $1,067,268Liabilities 2016: $0Net Assets 2016: $1,067,2682016Assets 2017: $1,170,248Liabilities 2017: $0Net Assets 2017: $1,170,2482017Assets 2018: $1,167,928Liabilities 2018: $22,569Net Assets 2018: $1,145,3592018Assets 2019: $1,370,669Liabilities 2019: $41,835Net Assets 2019: $1,328,8342019Assets 2020: $1,519,928Liabilities 2020: $37,006Net Assets 2020: $1,482,9222020Assets 2021: $1,787,720Liabilities 2021: $23,860Net Assets 2021: $1,763,8602021Assets 2022: $1,644,314Liabilities 2022: $23,277Net Assets 2022: $1,621,0372022Assets 2023: $2,112,593Liabilities 2023: $20,116Net Assets 2023: $2,092,4772023Assets 2024: $2,424,024Liabilities 2024: $16,708Net Assets 2024: $2,407,3162024

Highlighted filing

2016

Assets$1,067,268
Liabilities$0
Net Assets$1,067,268
Open 2016 Filing

Operations Trend

Revenue Growth71st percentile

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

$600K$400K$200K$0Revenue 2011: $168,352Expenses 2011: $23,731Net Income 2011: $144,6212011Revenue 2012: $189,871Expenses 2012: $86,516Net Income 2012: $103,3552012Revenue 2013: $329,168Expenses 2013: $92,023Net Income 2013: $237,1452013Revenue 2014: $527,831Expenses 2014: $249,075Net Income 2014: $278,7562014Revenue 2015: $178,208Expenses 2015: $148,349Net Income 2015: $29,8592015Revenue 2016: $203,429Expenses 2016: $199,663Net Income 2016: $3,7662016Revenue 2017: $159,194Expenses 2017: $102,803Net Income 2017: $56,3912017Revenue 2018: $173,613Expenses 2018: $96,657Net Income 2018: $76,9562018Revenue 2019: $383,777Expenses 2019: $244,755Net Income 2019: $139,0222019Revenue 2020: $324,483Expenses 2020: $269,436Net Income 2020: $55,0472020Revenue 2021: $410,672Expenses 2021: $279,929Net Income 2021: $130,7432021Revenue 2022: $437,947Expenses 2022: $366,017Net Income 2022: $71,9302022Revenue 2023: $442,810Expenses 2023: $374,310Net Income 2023: $68,5002023Revenue 2024: $465,365Expenses 2024: $345,138Net Income 2024: $120,2272024

Highlighted filing

2016

Revenue$203,429
Expenses$199,663
Net Income$3,766
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$218,168
Mission and Program Overview

Mission

Grant to Polson Area 501(c)3 Entities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$202,002-
Cash and Non-Interest-Bearing Accounts$424,306$194,096▼ $230,210
Land, Buildings, and Equipment, Net$9,955$18,430▲ $8,475
Savings and Temporary Cash Investments-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$997,094$1,067,268▲ $70,174
Other Assets Total$562,833$652,740▲ $89,907
Liabilities
Accounts Payable and Accrued Expenses$133--
Total Liabilities$133$0▼ $133
Net Assets / Fund Balance
Permanently Rstr Net Assets$438,551$499,010▲ $60,459
Unrestricted Net Assets$424,441$430,593▲ $6,152
Temporarily Rstr Net Assets$133,969$137,665▲ $3,696
Total Net Assets Fund Balance$996,961$1,067,268▲ $70,307
Total Liabilities and Net Assets / Fund Balance$997,094$1,067,268▲ $70,174

Asset Categories

AssetBook ValueDepreciationBasis
Land$10,000-$10,000
Equipment$5,198$2,968$8,166
Leasehold Improvements$3,232$1,226$4,458
Other Assets Org$30,687--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$451,620$76,075▲ $6,276-$499,010
2015$369,449$78,775▲ $7,776-$451,620
2014$236,014$130,000▲ $14,654-$369,449
2013$146,315$66,045▲ $30,800-$236,014
2012$86,980$50,900▲ $11,965-$146,315
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Henrietta JareckiChairman
Toni YoungVice Chairman
Dave AbellDirector
Deanette PhillipsDirector
Garry PittsDirector
George BarceDirector
Lou MarchelloDirector
Mark VergerontDirector
Roger SmithDirector
Shauna RubelDirector
Dorthy AshcraftSecretary
John CowanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$127,070
Program Service Revenue
$0
Investment Income
$60,150
Other Revenue
$16,209
All Other Contributions
$119,840
Change in Net Assets
$3,766

Audited Revenue Reconciliation

Revenue per Audited Statements
$203,429
Total Revenue per Audited Statements
$203,429
Total Revenue per Form 990
$203,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$147,531
Other Expenses$37,928
Salaries, Compensation, and Employee Benefits$14,204
Total Fundraising Expense$3,238
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$147,531--$147,531
Fees for Service Investment Mgmnt Fees-$22,369-$22,369
Other Salaries and Wages-$14,204-$14,204
Occupancy-$4,200-$4,200
Insurance-$1,983-$1,983
All Other Expenses-$1,146-$1,146
Other Expenses-$1,018$3,238$1,018
Office Expenses-$823-$823
Fees for Services Other-$334-$334
Total Functional Expenses$147,531$48,894$3,238$199,663

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$199,663
Total Expenses per Audited Statements$199,663
Total Expenses per Form 990$199,663
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montana Community FoundationKalispell, MT-Cash paid to MCF for Ben. Int.$76,075
Provide Grants to Polson AreaPolson, MT-Cash for local 501(C)3s$39,976
Directed Gifts for Polson EntPolson, MT-Directed Gifts for Local Polson Ent$29,955
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,948
Fundraising Direct Expenses$14,739
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner and Auction$38,178$30,948$3,144$27,804
Total Events$38,178$30,948$14,739$16,209
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“990 provided and reviewed by board members tasked with accomplishing the filing of the report.”

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

“Internal audit by audit committee yearly.”

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

“Available on request.”

Filing and Contact Details

Filer

Filer Name
Greater Polson Community Foundation Inc
EIN
26-2883184
Phone
4068834198
Address
PO BOX 314, POLSON, MT 59860

Signing Officer

Name
John Cowan
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
1
Volunteers
10

Preparer

Firm
Gage Accounting Pc
Address
211 Main St, Polson, MT 59860
Preparer
Ryan S Gage CPA
Phone
4068834368
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Payment to Montana Community Foundation for Beneficial Interest in Asset”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Investment in MCF = $76075”

Raw XML AppendixShowing 400 of 580 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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IRS990/OccupancyGrp/ManagementAndGeneralAmt04200
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0823
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IRS990/OtherExpensesGrp/FundraisingAmt03238
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01525
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21018
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IRS990/OtherExpensesGrp/TotalAmt11525
IRS990/OtherExpensesGrp/TotalAmt21292
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IRS990/OtherSalariesAndWagesGrp/TotalAmt014204
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PYOtherExpensesAmt046697
IRS990/PYOtherRevenueAmt07726
IRS990/PYRevenuesLessExpensesAmt029859
IRS990/PYSalariesCompEmpBnftPaidAmt06799
IRS990/PYTotalExpensesAmt0148349
IRS990/PYTotalRevenueAmt0178208
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03766
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt014934
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt011094
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt026028
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0495674
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0161191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01207642
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt060150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037935
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0210195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt060150
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038016
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IRS990ScheduleA/InvestmentIncomeCYPct00.14830
IRS990ScheduleA/InvestmentIncomePYPct00.11400
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01417837
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0499010
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,067,268
Liabilities
$0
Net assets
$1,067,268
Revenue
$203,429
Expenses
$199,663
Net income
$3,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.02$2.41$0.47$0.35$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.02$2.09$0.44$0.37$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.02$1.62$0.44$0.37$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.02$1.76$0.41$0.28$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.04$1.48$0.32$0.27$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.04$1.33$0.38$0.24$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$0.17$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.16$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.20$0.20$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.18$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.53$0.25$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.33$0.09$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.29$0.19$0.09$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.19$0.17$0.02$0.14