Civic Intelligence

Walter Elaine Anderson Charitable Trust

EIN 26-6240067 • Helena, MT

2025 FlowerreeHelena, MT 59601
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$3,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

32nd percentile

-2.6%

Faster asset growth than 32% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-7.2%

Faster revenue growth than 27% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$511,201

Down $13,463 (-2.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$511,201

Down $13,463 (-2.6%) from 2024

Revenue

Down

$34,608

Down $2,695 (-7.2%) from 2024

Expenses

Up

$49,499

Up $398 (+0.8%) from 2024

Net Income

Down

-$14,891

Down $3,093 (-26%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2013: $715,598Liabilities 2013: $0Net Assets 2013: $715,5982013Assets 2014: $701,802Liabilities 2014: $0Net Assets 2014: $701,8022014Assets 2015: $678,904Liabilities 2015: $0Net Assets 2015: $678,9042015Assets 2016: $670,128Liabilities 2016: $0Net Assets 2016: $670,1282016Assets 2017: $668,565Liabilities 2017: $0Net Assets 2017: $668,5652017Assets 2018: $648,238Liabilities 2018: $0Net Assets 2018: $648,2382018Assets 2019: $635,386Liabilities 2019: $0Net Assets 2019: $635,3862019Assets 2020: $615,774Liabilities 2020: $0Net Assets 2020: $615,7742020Assets 2021: $596,991Liabilities 2021: $0Net Assets 2021: $596,9912021Assets 2022: $565,459Liabilities 2022: $0Net Assets 2022: $565,4592022Assets 2023: $534,793Liabilities 2023: $0Net Assets 2023: $534,7932023Assets 2024: $524,664Liabilities 2024: $0Net Assets 2024: $524,6642024Assets 2025: $511,201Liabilities 2025: $0Net Assets 2025: $511,2012025

Highlighted filing

2025

Assets$511,201
Liabilities$0
Net Assets$511,201

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $31,251Expenses 2013: $47,492Net Income 2013: -$16,2412013Revenue 2014: $34,221Expenses 2014: $47,966Net Income 2014: -$13,7452014Revenue 2015: $27,654Expenses 2015: $50,552Net Income 2015: -$22,8982015Revenue 2016: $37,661Expenses 2016: $46,437Net Income 2016: -$8,7762016Revenue 2017: $44,644Expenses 2017: $46,207Net Income 2017: -$1,5632017Revenue 2018: $31,270Expenses 2018: $51,597Net Income 2018: -$20,3272018Revenue 2019: $32,999Expenses 2019: $45,851Net Income 2019: -$12,8522019Revenue 2020: $42,872Expenses 2020: $47,666Net Income 2020: -$4,7942020Revenue 2021: $30,763Expenses 2021: $49,546Net Income 2021: -$18,7832021Revenue 2022: $31,203Expenses 2022: $49,975Net Income 2022: -$18,7722022Revenue 2023: $15,159Expenses 2023: $46,780Net Income 2023: -$31,6212023Revenue 2024: $37,303Expenses 2024: $49,101Net Income 2024: -$11,7982024Revenue 2025: $34,608Expenses 2025: $49,499Net Income 2025: -$14,8912025

Highlighted filing

2025

Revenue$34,608
Expenses$49,499
Net Income-$14,891

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 27, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HOOVERTrustee-$3,000-$3,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATION SCHOLARSHIPS-Billings, MT, US$7,579
Paid Grant-COMMUNITY SUPPORT-Helena, MT, US$7,579
Paid Grant-GENERAL OPERATIONS-Missoula, MT, US$3,789
Paid Grant-GENERAL OPERATIONS-Billings, MT, US$3,789
Paid Grant-GENERAL OPERATIONS-Great Falls, MT, US$3,789
Paid Grant-EDUCATION SCHOLARSHIPS-Missoula, MT, US$3,789
Paid Grant-GENERAL OPERATIONS-HELENA, MT, US$3,789
Paid Grant-GENERAL OPERATIONS-Helena, MT, US$1,895
Paid Grant-GENERAL OPERATIONS-Miles City, MT, US$1,895
Filing and Contact Details

Filer

Filer Name
Walter Elaine Anderson Charitable Trust
EIN
26-6240067
In Care Of
% JERRY HOOVER
Phone
4064312303
Address
2025 FLOWERREE, HELENA, MT 59601

Signing Officer

Name
Jerry Hoover
Title
Trustee
Phone
4064312303
Signed
2026-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Kp Tax Pllc
Address
PO BOX 361, HELENA, MT 59624
Preparer
Kyle Perry CPA
Phone
4064385399
Raw XML Appendix370 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LEWIS AND CLARK HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1RANGE RIDERS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DEWIT RITE CARE SPEECH AND LANGUAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SCOTTISH RITE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GREAT FALLS SCOTTISH RITE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5UNIVERSITY OF MONTANA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MSU BILLINGS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7THE MONTANA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8FIRST PRESBYTERIAN CHURCH OF HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02112 EAST CUSTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1435 LP ANDERSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22805 TIVOLI WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 27TH STREET W STE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41304 13TH STREET SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 7159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61500 UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 1145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8535 N EWING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miles City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Missoula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Billings
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Great Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Missoula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Billings
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd659101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd759624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd859601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037893
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039321
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02690
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09124
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02690
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05123
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039343
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012249
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012227
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01428
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF CAPITAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SIPC INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07323
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0383
TaxesSchedule/TaxesDetail/CategoryTxt0IRS EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY HOOVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04064312303
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER ELAINE ANDERSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0266240067
ReturnHeader/Filer/InCareOfNm0% JERRY HOOVER
ReturnHeader/Filer/PhoneNum04064312303
ReturnHeader/Filer/USAddress/AddressLine1Txt02025 FLOWERREE
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861555198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KP TAX PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 361
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064385399
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE PERRY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-27T12:42:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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