Civic Intelligence

Refuge Foundation

990 • Fiscal year 2020 • EIN 26-3581501

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 15, 2021

Organization ProfileREFUGEFOUNDATION.ORG
PO Box 1857Billings, MT 59103

(406) 794-6800

Siviq Scores

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

Liabilities / Assets

68th percentile

0.27x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.24x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

91st percentile

81%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$2,026,200

Up $904,060 (+81%) from 2019

Net Assets

Up

$1,482,838

Up $507,088 (+52%) from 2019

Liabilities

Up

$543,362

Up $396,972 (+271%) from 2019

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin75th percentile

Revenue

Up

$2,293,724

Up $568,293 (+33%) from 2019

Expenses

Up

$1,786,636

Up $432,658 (+32%) from 2019

Net Income

Up

$507,088

Up $135,635 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $345,979Liabilities 2013: $0Net Assets 2013: $345,9792013Assets 2014: $340,922Liabilities 2014: $15,202Net Assets 2014: $325,7202014Assets 2015: $587,656Liabilities 2015: $297,303Net Assets 2015: $290,3532015Assets 2016: $758,180Liabilities 2016: $369,826Net Assets 2016: $388,3542016Assets 2017: $891,427Liabilities 2017: $387,373Net Assets 2017: $504,0542017Assets 2018: $709,742Liabilities 2018: $105,445Net Assets 2018: $604,2972018Assets 2019: $1,122,140Liabilities 2019: $146,390Net Assets 2019: $975,7502019Assets 2020: $2,026,200Liabilities 2020: $543,362Net Assets 2020: $1,482,8382020Assets 2021: $2,509,784Liabilities 2021: $665,986Net Assets 2021: $1,843,7982021Assets 2022: $2,161,726Liabilities 2022: $552,980Net Assets 2022: $1,608,7462022Assets 2023: $4,690,245Liabilities 2023: $2,482,813Net Assets 2023: $2,207,4322023Assets 2024: $6,451,548Liabilities 2024: $4,507,795Net Assets 2024: $1,943,7532024

Highlighted filing

2020

Assets$2,026,200
Liabilities$543,362
Net Assets$1,482,838
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $370,008Expenses 2013: $105,784Net Income 2013: $264,2242013Revenue 2014: $246,497Expenses 2014: $266,756Net Income 2014: -$20,2592014Revenue 2015: $335,739Expenses 2015: $371,106Net Income 2015: -$35,3672015Revenue 2016: $606,345Expenses 2016: $508,344Net Income 2016: $98,0012016Revenue 2017: $867,821Expenses 2017: $752,121Net Income 2017: $115,7002017Revenue 2018: $1,269,832Expenses 2018: $1,169,589Net Income 2018: $100,2432018Revenue 2019: $1,725,431Expenses 2019: $1,353,978Net Income 2019: $371,4532019Revenue 2020: $2,293,724Expenses 2020: $1,786,636Net Income 2020: $507,0882020Revenue 2021: $3,571,632Expenses 2021: $3,210,672Net Income 2021: $360,9602021Revenue 2022: $4,377,273Expenses 2022: $4,612,325Net Income 2022: -$235,0522022Revenue 2023: $5,750,610Expenses 2023: $5,232,256Net Income 2023: $518,3542023Revenue 2024: $5,757,692Expenses 2024: $5,932,647Net Income 2024: -$174,9552024

Highlighted filing

2020

Revenue$2,293,724
Expenses$1,786,636
Net Income$507,088
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 15, 2021
Return Version
2020v4.1
Gross Receipts
$2,293,724
Mission and Program Overview

Mission

Refuge Foundation seeks to refresh and refuel leaders by bringing them to Montana, Oregon, and other locations to provide recreational activities on a periodic basis to educate them about leadership burnout in order to create healthy leaders.

Refuge foundation seeks to refresh and refuel leaders by bringing them to montana, oregon, and other locations to provide recreational activities on a periodic basis to educate them about leadership burnout in order to create healthy leaders

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$447,968$997,022▲ $549,054
Land, Buildings, and Equipment, Net$569,295$927,653▲ $358,358
Prepaid Expenses and Deferred Charges$2,122--
Savings and Temporary Cash Investments$1,230--
Total Assets$1,122,140$2,026,200▲ $904,060
Other Assets Total$101,525$101,525→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$145,867$360,229▲ $214,362
Other Liabilities-$163,708-
Accounts Payable and Accrued Expenses$523$19,425▲ $18,902
Total Liabilities$146,390$543,362▲ $396,972
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$975,750$1,482,838▲ $507,088
Total Net Assets Fund Balance$975,750$1,482,838▲ $507,088
Total Liabilities and Net Assets / Fund Balance$1,122,140$2,026,200▲ $904,060

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$183,343$39,580-
Other Land Buildings$660,908$95,236-
Land$35,891--
Equipment$47,511$41,775-
Other Assets Org$-10,635--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Zach LahnChairman
Dale WilliamsDirector
Lance WittDirector
Brian CarpenterExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$2,293,708
Program Service Revenue
$0
Investment Income
$16
Other Revenue
$0
All Other Contributions
$2,293,708
Change in Net Assets
$507,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,188,483
Salaries, Compensation, and Employee Benefits$598,153
Total Fundraising Expense$46,272
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$359,303$95,814$23,953$479,070
All Other Expenses$59,005$93,988$8,946$161,939
Occupancy$125,913$13,990-$139,903
Current Officers, Directors, Trustees, and Key Employees$89,313$23,816$5,954$119,083
Travel$76,094$19,023-$95,117
Other Expenses$77,160$8,573-$85,733
Depreciation Depletion$59,311$903-$60,214
Advertising$32,321$6,925$6,926$46,172
Insurance$29,118$7,279-$36,397
Fees for Services Other$17,819$4,454-$22,273
Interest$8,857$2,214-$11,071
Fees for Services Accounting$6,896$2,462$493$9,851
Office Expenses$1,048$4,191-$5,239
Total Functional Expenses$1,445,888$294,476$46,272$1,786,636
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$163,708
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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 governing body review Part VI line 11

“The board treasurer is provided with a completed copy of the form 990 and form 8879, electronic filing authorization form. Upon approved review, the board treasurer is instructed to execute the form 8879 and return to the preparer for filing.”

Conflict of interest policy compliance Part VI line 12C

“Annual review and submission of conflicts using a form approved by the board.”

CEO executive director top management comp Part VI line 15A

“Board of directors complete an annual review of the executive directors performance. Cost of living and other changes to compensation are approved by the board.compensation of the president is provided in the form of contract service payments on a monthly basis. The board approves and rate and frequency of payments.”

Governing documents etc available to public Part VI line 19

“No other documents made available to the public.”

Filing and Contact Details

Filer

Filer Name
Refuge Foundation
EIN
26-3581501
Address
PO BOX 1857, BILLINGS, MT 59103

Signing Officer

Name
Brian Carpenter
Title
Executive Direc
Phone
4067946800
Signed
2021-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Carpenter
Formed
2007
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Practical Taxes Inc
Address
PO BOX 21285, Billings, MT 59104
Preparer
Brett Cormier
Phone
4068942050
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD TREASURER IS PROVIDED WITH A COMPLETED COPY OF THE FORM 990 AND FORM 8879, ELECTRONIC FILING AUTHORIZATION FORM. UPON APPROVED REVIEW, THE BOARD TREASURER IS INSTRUCTED TO EXECUTE THE FORM 8879 AND RETURN TO THE PREPARER FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW AND SUBMISSION OF CONFLICTS USING A FORM APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS COMPLETE AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTORS PERFORMANCE. COST OF LIVING AND OTHER CHANGES TO COMPENSATION ARE APPROVED BY THE BOARD.COMPENSATION OF THE PRESIDENT IS PROVIDED IN THE FORM OF CONTRACT SERVICE PAYMENTS ON A MONTHLY BASIS. THE BOARD APPROVES AND RATE AND FREQUENCY OF PAYMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER DOCUMENTS MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT CORMIER
ReturnHeader/ReturnTs02021-05-17T17:18:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,026,200
Liabilities
$543,362
Net assets
$1,482,838
Revenue
$2,293,724
Expenses
$1,786,636
Net income
$507,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$4.51$1.94$5.76$5.93$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.69$2.48$2.21$5.75$5.23$0.52
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.55$1.61$4.38$4.61$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.67$1.84$3.57$3.21$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.54$1.48$2.29$1.79$0.51
2019Detailed filing. Detailed filing data is available for this year.$1.12$0.15$0.98$1.73$1.35$0.37
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.11$0.60$1.27$1.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.39$0.50$0.87$0.75$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.37$0.39$0.61$0.51$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.30$0.29$0.34$0.37$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.33$0.25$0.27$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.37$0.11$0.26