Civic Intelligence

Refuge Foundation

990 • Fiscal year 2021 • EIN 26-3581501

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization ProfileREFUGE.REST
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

73rd percentile

0.27x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.19x

Higher debt load relative to revenue than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

46th percentile

10%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$130,083

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

24%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

56%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$2,509,784

Up $483,584 (+24%) from 2020

Net Assets

Up

$1,843,798

Up $360,960 (+24%) from 2020

Liabilities

Up

$665,986

Up $122,624 (+23%) from 2020

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin46th percentile

Revenue

Up

$3,571,632

Up $1,277,908 (+56%) from 2020

Expenses

Up

$3,210,672

Up $1,424,036 (+80%) from 2020

Net Income

Down

$360,960

Down $146,128 (-29%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$2,509,784
Liabilities$665,986
Net Assets$1,843,798
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$3,571,632
Expenses$3,210,672
Net Income$360,960
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Gross Receipts
$3,571,632
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
Land, Buildings, and Equipment, Net$927,653$1,328,894▲ $401,241
Cash and Non-Interest-Bearing Accounts$997,022$1,077,165▲ $80,143
Accounts Receivable-$2,200-
Total Assets$2,026,200$2,509,784▲ $483,584
Other Assets Total$101,525$101,525→ $0
Liabilities
Other Liabilities$163,708$332,244▲ $168,536
Mortgage Notes Payable Secured by Investment Property$360,229$300,874▼ $59,355
Accounts Payable and Accrued Expenses$19,425$32,868▲ $13,443
Total Liabilities$543,362$665,986▲ $122,624
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,482,838$1,843,798▲ $360,960
Total Net Assets Fund Balance$1,482,838$1,843,798▲ $360,960
Total Liabilities and Net Assets / Fund Balance$2,026,200$2,509,784▲ $483,584

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$829,387$55,069-
Other Land Buildings$422,772$186,543-
Land$35,891--
Equipment$40,844$63,212-
Other Assets Org$-10,635--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian CarpenterExecutive DirectorFT$119,083$11,000$130,083
Dale WilliamsDirector-$48,000-$48,000
Fred GrayDirector-$12,000-$12,000

Board Members and Trustees

NameTitle
Armando FullwoodDirector
Crull ChamblissDirector
Lance WittDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,571,632
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,571,632
Change in Net Assets
$360,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,428,149
Salaries, Compensation, and Employee Benefits$778,015
Total Fundraising Expense$111,074
Professional Fundraising Fees$4,508
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$485,949$129,586$32,397$647,932
Occupancy$388,228$43,136-$431,364
All Other Expenses$142,360$114,534$4,767$261,661
Travel$129,492$32,373-$161,865
Depreciation Depletion$126,310$1,924-$128,234
Current Officers, Directors, Trustees, and Key Employees$47,633$23,817$47,633$119,083
Other Expenses$84,737$9,969$4,985$99,691
Fees for Services Other$67,719$16,930-$84,649
Advertising$44,216$9,475$9,475$63,166
Insurance$30,432$7,608-$38,040
Interest$17,125$4,281-$21,406
Fees for Services Accounting-$13,415$1,490$14,905
Office Expenses$2,296$8,037$1,148$11,481
Pension Plan Contributions$4,400$2,200$4,400$11,000
Fees for Services Professional Fundraising--$4,508$4,508
Information Technology$1,891$540$271$2,702
Fees for Services Legal-$86-$86
Total Functional Expenses$2,651,458$448,140$111,074$3,210,672
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$4,508
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$332,244
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Carpenter
Formed
2007
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
5
Employees
1

Preparer

Firm
Practical Taxes Inc
Address
PO BOX 21285, Billings, MT 59104
Preparer
Brett Cormier
Phone
4068942050
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Lease: 201,526repair and maintenance: 78,115”

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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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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt035891
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1WEBSITE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT
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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/ExplanationTxt4LEASE: 201,526REPAIR AND MAINTENANCE: 78,115
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other expenses Part IX line 24e
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0REFUGE.REST
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum04067946800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REFUGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REFU
ReturnHeader/Filer/EIN0263581501
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1857
ReturnHeader/Filer/USAddress/CityNm0BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472729206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRACTICAL TAXES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 21285
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Billings
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059104
ReturnHeader/PreparerPersonGrp/PhoneNum04068942050
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT CORMIER

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,509,784
Liabilities
$665,986
Net assets
$1,843,798
Revenue
$3,571,632
Expenses
$3,210,672
Net income
$360,960
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