Civic Intelligence

Walter Elaine Anderson Charitable Trust

990PF • Fiscal year 2016 • EIN 26-6240067

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 10, 2017

Organization Profile
2025 FlowereeHelena, MT 59601

(406) 442-4206

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$3,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

40th percentile

-1.3%

Faster asset growth than 40% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$670,128

Down $8,776 (-1.3%) from 2015

Net Assets

Down

$670,128

Down $8,776 (-1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin17th percentile

Revenue

Up

$37,661

Up $10,007 (+36%) from 2015

Expenses

Down

$46,437

Down $4,115 (-8.1%) from 2015

Net Income

Up

-$8,776

Up $14,122 (+62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2016

Assets$670,128
Liabilities$0
Net Assets$670,128
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$37,661
Expenses$46,437
Net Income-$8,776
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HOOVERTrustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Walter Elaine Anderson Charitable Trust
EIN
26-6240067
Address
2025 FLOWEREE, HELENA, MT 59601

Signing Officer

Name
Jerry Hoover
Title
Trustee
Signed
2017-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Kindred Booker & Company PC
Address
616 Helena Ave Ste 307, Helena, MT 59601
Preparer
Marcia Miller
Phone
4064424206
Raw XML Appendix334 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/RecipientPersonNm7RANGE RIDERS MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8UNIVERSITY OF MONTANA FOUNDATION
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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/AddressLine1Txt02805 TIVOLI WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1535 N EWING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21500 UNIVERSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32112 EAST CUSTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt450 27TH STREET WEST SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 1145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61304 13TH STREET SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7435 LP ANDERSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 7159
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HELENA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MILES CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MISSOULA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159601
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459102
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd659405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd759301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd859807
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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/AppliedToCurrentYearAmt036216
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02720
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09910
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02705
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02720
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0510
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038921
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02705
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07205
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06266
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SIPC INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06266
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY HOOVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER ELAINE ANDERSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0266240067
ReturnHeader/Filer/USAddress/AddressLine1Txt02025 FLOWEREE
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kindred Booker & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0616 Helena Ave Ste 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04064424206
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marcia Miller
ReturnHeader/ReturnTs02017-03-10T11:30:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$670,128
Liabilities
$0
Net assets
$670,128
Revenue
$37,661
Expenses
$46,437
Net income
-$8,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.35$0.49$0.15
2024Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.37$0.49$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.15$0.47$0.32
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.31$0.50$0.19
2021Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.31$0.50$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.43$0.48$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.33$0.46$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.31$0.52$0.20
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.45$0.46$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.38$0.46$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.28$0.51$0.23
2014Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.34$0.48$0.14
2013Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.31$0.47$0.16