Civic Intelligence

Gardner C Waite Foundation Inc.

990PF • Fiscal year 2019 • EIN 36-3621932

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 25, 2019

Organization Profile
1184 N 15th AveBozeman, MT 59715

(406) 587-9239

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-53%

Higher net margin than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,265,652

Down $10,309 (-0.8%) from 2018

Net Assets

Down

$1,265,651

Down $10,310 (-0.8%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin10th percentile

Revenue

Up

$55,991

Up $9,403 (+20%) from 2018

Expenses

Up

$85,512

Up $2,709 (+3.3%) from 2018

Net Income

Up

-$29,521

Up $6,694 (+18%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,304,930Liabilities 2013: $0Net Assets 2013: $1,304,9302013Assets 2014: $1,312,568Liabilities 2014: $0Net Assets 2014: $1,312,5682014Assets 2015: $1,314,175Liabilities 2015: $0Net Assets 2015: $1,314,1752015Assets 2016: $1,300,485Liabilities 2016: $0Net Assets 2016: $1,300,4852016Assets 2017: $1,280,736Liabilities 2017: $0Net Assets 2017: $1,280,7362017Assets 2018: $1,275,961Liabilities 2018: $0Net Assets 2018: $1,275,9612018Assets 2019: $1,265,652Liabilities 2019: $1Net Assets 2019: $1,265,6512019Assets 2020: $1,239,480Liabilities 2020: $0Net Assets 2020: $1,239,4802020Assets 2021: $1,270,812Liabilities 2021: $0Net Assets 2021: $1,270,8122021Assets 2022: $1,240,107Liabilities 2022: $0Net Assets 2022: $1,240,1072022Assets 2023: $1,151,520Liabilities 2023: $0Net Assets 2023: $1,151,5202023Assets 2024: $1,184,382Liabilities 2024: $0Net Assets 2024: $1,184,3822024Assets 2025: $1,179,475Liabilities 2025: $0Net Assets 2025: $1,179,4752025

Highlighted filing

2019

Assets$1,265,652
Liabilities$1
Net Assets$1,265,651
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KExpenses 2013: $150,8922013Revenue 2014: $44,211Expenses 2014: $84,349Net Income 2014: -$40,1382014Revenue 2015: $50,374Expenses 2015: $85,280Net Income 2015: -$34,9062015Revenue 2016: $46,525Expenses 2016: $87,078Net Income 2016: -$40,5532016Revenue 2017: $42,038Expenses 2017: $80,461Net Income 2017: -$38,4232017Revenue 2018: $46,588Expenses 2018: $82,803Net Income 2018: -$36,2152018Revenue 2019: $55,991Expenses 2019: $85,512Net Income 2019: -$29,5212019Revenue 2020: $41,460Expenses 2020: $82,889Net Income 2020: -$41,4292020Revenue 2021: $40,497Expenses 2021: $81,345Net Income 2021: -$40,8482021Revenue 2022: $58,117Expenses 2022: $88,822Net Income 2022: -$30,7052022Revenue 2023: $48,839Expenses 2023: $137,426Net Income 2023: -$88,5872023Revenue 2024: $108,781Expenses 2024: $78,969Net Income 2024: $29,8122024Revenue 2025: $78,506Expenses 2025: $83,413Net Income 2025: -$4,9072025

Highlighted filing

2019

Revenue$55,991
Expenses$85,512
Net Income-$29,521
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT LEHRKINDPresident-$0--
RICHARD FISHVice President-$0--
WAYNE NEILTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Gardner C Waite Foundation Inc
EIN
36-3621932
Phone
4065879239
Address
1184 N 15TH AVE, BOZEMAN, MT 59715

Signing Officer

Name
Richard Fish
Title
Vice President
Signed
2019-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Neil and Company CPAs PC
Address
1184 N 15th Ste 1, Bozeman, MT 59715
Preparer
Jake Neil
Phone
4065879239
Raw XML Appendix243 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/FMVAssetsEOYAmt01265652
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01226150
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069786
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01395718
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01416973
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0529 E MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17380 S 19TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21184 N 15TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOZEMAN
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ALL INCOME DERIVED FROM INVESTMENTS
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04065875461
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
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TaxesSchedule/TaxesDetail/Amt0726
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARDNER C WAITE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GARD
ReturnHeader/Filer/EIN0363621932
ReturnHeader/Filer/PhoneNum04065879239
ReturnHeader/Filer/USAddress/AddressLine1Txt01184 N 15TH AVE
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611701345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Neil and Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01184 N 15th Ste 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065879239
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAKE NEIL
ReturnHeader/ReturnTs02019-10-25T11:51:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,265,652
Liabilities
$1
Net assets
$1,265,651
Revenue
$55,991
Expenses
$85,512
Net income
-$29,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.08$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.11$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.05$0.14$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.04$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.08$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.05$0.09$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.05$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.15