Civic Intelligence

Williams-Malone Foundation Inc.

990PF • Fiscal year 2017 • EIN 26-3876112

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

21323 MT Hwy 35Bigfork, MT 59911

(480) 471-7240

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,001,517

Up $24,642 (+1.2%) from 2016

Net Assets

Up

$2,001,517

Up $24,642 (+1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$199,362

Down $93,828 (-32%) from 2016

Expenses

Down

$173,556

Down $160,163 (-48%) from 2016

Net Income

Up

$25,806

Up $66,335 (+164%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2015: $2,019,246Liabilities 2015: $0Net Assets 2015: $2,019,2462015Assets 2016: $1,976,875Liabilities 2016: $0Net Assets 2016: $1,976,8752016Assets 2017: $2,001,517Liabilities 2017: $0Net Assets 2017: $2,001,5172017Assets 2018: $2,075,431Liabilities 2018: $0Net Assets 2018: $2,075,4312018Assets 2019: $2,207,679Liabilities 2019: $0Net Assets 2019: $2,207,6792019Assets 2020: $2,144,803Liabilities 2020: $0Net Assets 2020: $2,144,8032020Assets 2021: $7,695,334Liabilities 2021: $0Net Assets 2021: $7,695,3342021Assets 2022: $7,604,761Liabilities 2022: $0Net Assets 2022: $7,604,7612022Assets 2023: $7,394,197Liabilities 2023: $0Net Assets 2023: $7,394,1972023Assets 2024: $9,926,295Liabilities 2024: $0Net Assets 2024: $9,926,2952024

Highlighted filing

2017

Assets$2,001,517
Liabilities$0
Net Assets$2,001,517

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $147,104Expenses 2015: $235,776Net Income 2015: -$88,6722015Revenue 2016: $293,190Expenses 2016: $333,719Net Income 2016: -$40,5292016Revenue 2017: $199,362Expenses 2017: $173,556Net Income 2017: $25,8062017Revenue 2018: $147,861Expenses 2018: $160,015Net Income 2018: -$12,1542018Revenue 2019: $180,494Expenses 2019: $289,524Net Income 2019: -$109,0302019Revenue 2020: $30,714Expenses 2020: $306,865Net Income 2020: -$276,1512020Revenue 2021: $2,060,455Expenses 2021: $391,676Net Income 2021: $1,668,7792021Revenue 2022: $508,041Expenses 2022: $561,139Net Income 2022: -$53,0982022Revenue 2023: $439,128Expenses 2023: $647,018Net Income 2023: -$207,8902023Revenue 2024: $3,213,255Expenses 2024: $692,010Net Income 2024: $2,521,2452024

Highlighted filing

2017

Revenue$199,362
Expenses$173,556
Net Income$25,806
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret M HopkinsPresident-$0--
Dallas PflugTreasurer-$0--
Thomas E MaloneSecretary-$0--
Robert E MaloneVice President-$0--
Filing and Contact Details

Filer

Filer Name
Williams-Malone Foundation Inc
EIN
26-3876112
Phone
4804717240
Address
21323 MT Hwy 35, Bigfork, MT 59911

Signing Officer

Name
Margaret M Hopkins
Title
President
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
McFarlin & Brokke PC
Address
1910 South 72nd St Suite 200, Omaha, NE 68124-1734
Preparer
Michael Smith II
Phone
4023419441
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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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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Margaret Hopkins
IRS990PF/StatementsRegardingActyGrp/PhoneNum04804717240
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Warren Village
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0K9 Care Montana, Inc.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0La Cocina
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Denver Children's Home
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt015000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Robert E Malone
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Unrestricted
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Warren Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Native American Heritage Associatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4St Joesph's Indian School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Sacred Heart School CUES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Catholic Charities Community Servic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7La Cocina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Verde Cares Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9K 9 Care Montana Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Make-A-Wish
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7none
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01911 West Earll Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 Albion St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21323 Gilpin St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312085 Quaal Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52207 Wirt St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt65211 S 31st St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72948 Folsom St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt818934 Avenida Del Ray Suite 106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt107951 E Maplewood Ave 126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Black Hawk
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Chamberlain
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Omaha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Omaha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Rio Verde
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Greenwood Village
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd457325
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd668107
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1080111
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0152500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt092633
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0228052
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0517037
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0154600
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0517037
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0517037
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0135419
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061967
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01164
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Taxes Paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Misc.
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt054
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt016804
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018672
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01867
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016804
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0747
TaxesSchedule/TaxesDetail/Amt0830
TaxesSchedule/TaxesDetail/CategoryTxt0Other taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt083
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0747
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret M Hopkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Williams-Malone Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0263876112
ReturnHeader/Filer/PhoneNum04804717240
ReturnHeader/Filer/USAddress/AddressLine1Txt021323 MT Hwy 35
ReturnHeader/Filer/USAddress/CityNm0Bigfork
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059911
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470543458
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McFarlin & Brokke PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01910 South 72nd St Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681241734
ReturnHeader/PreparerPersonGrp/PhoneNum04023419441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Smith II
ReturnHeader/ReturnTs02018-05-07T09:22:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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