Civic Intelligence

Namchak Foundation

990PF • Fiscal year 2023 • EIN 26-4712157

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 02, 2024

2229 San Felipe Street 1150Houston, TX 77019

(713) 955-3220

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

45th percentile

0.08x

Higher debt load relative to revenue than 45% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

2nd percentile

-413%

Higher net margin than 2% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

3rd percentile

-24%

Faster asset growth than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

101%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Down

$7,207,775

Down $2,262,910 (-24%) from 2022

Net Assets

Down

$7,163,968

Down $2,306,717 (-24%) from 2022

Liabilities

Up

$43,807

Up $43,807 from 2022

Revenue

Up

$557,926

Up $280,196 (+101%) from 2022

Expenses

Up

$2,860,409

Up $599,140 (+26%) from 2022

Net Income

Down

-$2,302,483

Down $318,944 (-16%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $1,263,441Liabilities 2010: $435Net Assets 2010: $1,263,0062010Assets 2016: $702,052Liabilities 2016: $0Net Assets 2016: $702,0522016Assets 2017: $646,023Liabilities 2017: $0Net Assets 2017: $646,0232017Assets 2018: $2,701,493Liabilities 2018: $0Net Assets 2018: $2,701,4932018Assets 2019: $1,431,874Liabilities 2019: $40Net Assets 2019: $1,431,8342019Assets 2020: $9,896,119Liabilities 2020: $0Net Assets 2020: $9,896,1192020Assets 2021: $11,458,517Liabilities 2021: $0Net Assets 2021: $11,458,5172021Assets 2022: $9,470,685Liabilities 2022: $0Net Assets 2022: $9,470,6852022Assets 2023: $7,207,775Liabilities 2023: $43,807Net Assets 2023: $7,163,9682023Assets 2024: $4,435,791Liabilities 2024: $65,659Net Assets 2024: $4,370,1322024

Highlighted filing

2023

Assets$7,207,775
Liabilities$43,807
Net Assets$7,163,968

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,029,1912010Revenue 2016: $509,982Expenses 2016: $529,506Net Income 2016: -$19,5242016Revenue 2017: $503,311Expenses 2017: $559,340Net Income 2017: -$56,0292017Revenue 2018: $3,057,323Expenses 2018: $846,739Net Income 2018: $2,210,5842018Revenue 2019: $55,049Expenses 2019: $1,330,079Net Income 2019: -$1,275,0302019Revenue 2020: $10,097,389Expenses 2020: $1,639,641Net Income 2020: $8,457,7482020Revenue 2021: $3,340,423Expenses 2021: $1,781,400Net Income 2021: $1,559,0232021Revenue 2022: $277,730Expenses 2022: $2,261,269Net Income 2022: -$1,983,5392022Revenue 2023: $557,926Expenses 2023: $2,860,409Net Income 2023: -$2,302,4832023Revenue 2024: $475,108Expenses 2024: $3,277,851Net Income 2024: -$2,802,7432024

Highlighted filing

2023

Revenue$557,926
Expenses$2,860,409
Net Income-$2,302,483
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 2, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA PRITZKERPresidentFT$0--
DR TASHI CHOEJI LODOEDirectorPT$0--
MARY JO SANDLINDirectorPT$0--
ALICE BAILEYSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Namchak Foundation
EIN
26-4712157
Phone
7139553220
Address
2229 SAN FELIPE STREET 1150, HOUSTON, TX 77019

Signing Officer

Name
Alice Bailey
Title
Secretary/treasurer
Phone
7139553220
Signed
2024-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1111 BAGBY STREET SUITE 4500, HOUSTON, TX 77002-2591
Preparer
Ben Weinstein
Phone
7139822000
Raw XML AppendixShowing 400 of 823 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt0146
AccountingFeesSchedule/AccountingFeesDetail/Amt117300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0146
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt117300
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02010-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12010-07-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22017-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32015-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42015-05-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52016-01-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62016-08-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72016-12-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82017-01-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92017-12-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102017-07-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112010-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122019-12-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132020-03-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142020-09-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152021-03-30
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162021-11-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172021-06-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182022-11-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192023-09-06
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt12248
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt3459
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt5163
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt619
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt7260
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt8206
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt9173
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1016
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1365
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt1470
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt15100
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt16119
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt17950
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt18356
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt19218
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt037332
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt133719
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2210994
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt36885
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt43076
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt52440
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6285
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt72000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt81430
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt91208
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt10242
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11500
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt121290
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt13975
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt141045
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt151498
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt161785
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt172850
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt185345
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt199795
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt12248
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3459
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt5163
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt619
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt7260
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt8206
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt9173
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1016
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt110
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt120
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1365
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1470
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt15100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt16119
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt17950
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt18356
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt19218
DepreciationSchedule/DepreciationPropertyGrp/LifeRt03.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt215.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt315.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt47.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt515.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt615.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt87.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt97.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1015.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt113.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt123.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1315.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1415.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1515.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1615.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt173.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1815.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1915.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt70
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt110
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt150
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt190
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt037332
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt127913
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2210994
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33443
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt43073
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt51141
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6120
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt71740
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt81224
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9879
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1087
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt111290
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12179
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13163
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14175
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt15139
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt161504
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1759
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LOGO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2WEBSITE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3LOGO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5LOGO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6LOGO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LOGO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13INTANGIBLE ASSETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14INTANGIBLE ASSETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15INTANGIBLE ASSETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16INTANGIBLE ASSETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18INTANGIBLE ASSETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19INTANGIBLE ASSETS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0381403
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0118
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0RETREAT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc1SERVICE FEE INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt027017
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt1145200
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0381521
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0172217
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0553738
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt017446
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt017446
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0368426
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt04188
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt05422
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0381403
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0381403
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0381403
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2302483
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0118
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0108940
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0137122
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0381521
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt038499
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt039384
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt02066693
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt02066693
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0185312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0189940
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0172217
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0172217
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0220112
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0222212
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt091247
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt091247
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt02952
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt02952
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01788
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0553738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0185312
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02629897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02860409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0381521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0557926
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0185312
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02629897
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02860409
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt082220
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt086203
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2302483
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04234
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07168202
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09470685
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07163968
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01998
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010698
IRS990PF/FMVAssetsEOYAmt07207775
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt043807
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029854
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt010909
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt010909
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt03179
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt03179
IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYFMVAmt03179
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0302105
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0324693
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt022450
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt022588
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt022588
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt021983
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt022958
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt022958
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0786
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt01998
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt01998
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09470685
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07163968
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09392433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07144143
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07144143
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09470685
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07207775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07207775
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt043807
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09470685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07207775
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09470685
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07163968
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08688070
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08688070
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130321
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0427887
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08557749
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08688070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt430.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0256548
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1155885
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2144795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3135513
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4114198
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt1960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt2960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt3960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt4960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0LINCOLN D WACHTEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JESSICA CROWLEY LARSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2JUSTIN R KIRKWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3RICHARD J BARRON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4SARAH BETH PLAZAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0MANAGING DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIRECTOR OF EDUCATIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2TRANSLATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3TRANSLATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4TRANSLATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt03915 LINCOLN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt12000 RAYMOND AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt21520 PHILLIPS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO BOX 396
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt42030 S FORK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MISSOULA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1MISSOULA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2MISSOULA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3DOUGLAS CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4LAFAYETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd0598023088
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd159802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd259802

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings