Civic Intelligence

Bitterroot Public Library Foundation Inc.

990 • Fiscal year 2021 • EIN 36-3687402

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 07, 2021

Organization ProfileBITTERROOTPUBLICLIBRARY.ORG
306 State StreetHamilton, MT 59840

(406) 363-1670

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

74th percentile

26%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

29%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,093,133

Up $224,933 (+26%) from 2020

Net Assets

Up

$1,093,133

Up $224,933 (+26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$128,091

Up $29,041 (+29%) from 2020

Expenses

Down

$20,531

Down $25,749 (-56%) from 2020

Net Income

Up

$107,560

Up $54,790 (+104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $478,065Liabilities 2012: $1Net Assets 2012: $478,0642012Assets 2013: $515,197Liabilities 2013: $1Net Assets 2013: $515,1962013Assets 2014: $581,556Liabilities 2014: $1Net Assets 2014: $581,5552014Assets 2015: $613,970Liabilities 2015: $1Net Assets 2015: $613,9692015Assets 2016: $614,105Liabilities 2016: $0Net Assets 2016: $614,1052016Assets 2018: $774,291Liabilities 2018: $1Net Assets 2018: $774,2902018Assets 2019: $836,002Liabilities 2019: $0Net Assets 2019: $836,0022019Assets 2020: $868,200Liabilities 2020: $0Net Assets 2020: $868,2002020Assets 2021: $1,093,133Liabilities 2021: $0Net Assets 2021: $1,093,1332021Assets 2022: $1,000,143Liabilities 2022: $0Net Assets 2022: $1,000,1432022Assets 2023: $1,864,675Liabilities 2023: $0Net Assets 2023: $1,864,6752023Assets 2024: $2,092,628Liabilities 2024: $0Net Assets 2024: $2,092,6282024Assets 2025: $2,476,367Liabilities 2025: $0Net Assets 2025: $2,476,3672025

Highlighted filing

2021

Assets$1,093,133
Liabilities$0
Net Assets$1,093,133
Open 2021 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.0M$500K$0Revenue 2012: $30,190Expenses 2012: $9,239Net Income 2012: $20,9512012Expenses 2013: $9,0682013Revenue 2014: $35,910Expenses 2014: $10,903Net Income 2014: $25,0072014Revenue 2015: $72,166Expenses 2015: $16,633Net Income 2015: $55,5332015Revenue 2016: $24,095Expenses 2016: $14,647Net Income 2016: $9,4482016Revenue 2018: $115,138Expenses 2018: $26,329Net Income 2018: $88,8092018Revenue 2019: $72,871Expenses 2019: $14,730Net Income 2019: $58,1412019Revenue 2020: $99,050Expenses 2020: $46,280Net Income 2020: $52,7702020Revenue 2021: $128,091Expenses 2021: $20,531Net Income 2021: $107,5602021Revenue 2022: $80,764Expenses 2022: $15,907Net Income 2022: $64,8572022Revenue 2023: $817,586Expenses 2023: $41,391Net Income 2023: $776,1952023Revenue 2024: $207,339Expenses 2024: $43,596Net Income 2024: $163,7432024Revenue 2025: $358,392Expenses 2025: $88,950Net Income 2025: $269,4422025

Highlighted filing

2021

Revenue$128,091
Expenses$20,531
Net Income$107,560
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 7, 2021
Return Version
2020v4.0
Gross Receipts
$338,219
Mission and Program Overview

Mission

Support of the public library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$828,850$1,013,178▲ $184,328
Cash and Non-Interest-Bearing Accounts$39,350$79,955▲ $40,605
Total Assets$868,200$1,093,133▲ $224,933
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$868,200$1,093,133▲ $224,933
Total Net Assets Fund Balance$868,200$1,093,133▲ $224,933
Total Liabilities and Net Assets / Fund Balance$868,200$1,093,133▲ $224,933
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Joni LodmellChairman/Director
Diane KingDirector
Fredrick TossbergDirector
Leslie Strong MooreDirector
Niki ShonkweilerDirector
Mark WetheringtonSecretary
Paul StoneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,014
Program Service Revenue
$0
Investment Income
$80,036
Other Revenue
$41
All Other Contributions
$48,014
Change in Net Assets
$107,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,631
Salaries, Compensation, and Employee Benefits$4,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$9,279--$9,279
Other Employee Benefits$4,900--$4,900
Payments to Affiliates$3,800--$3,800
Office Expenses$1,302--$1,302
Fees for Services Accounting$1,250--$1,250
Total Functional Expenses$20,531$0$0$20,531
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board of directors reviews the 990 after it is recieved from the cpa firm. If there are questions or concerns, the board requests the cpa firm to either confirm or adjust the information presented to provide a complete and accurate filing.”

Form 990, Page 6, Part VI, Line 12C

“If a conflict of interest arises, the party involved either excuses him or herself or the board requests the party to abstain from voting on the issue at hand.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public at the library during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Bitterroot Public Library
EIN
36-3687402
Address
306 STATE STREET, HAMILTON, MT 59840

Signing Officer

Name
Paul Stone
Title
Treasurer
Phone
4063631670
Signed
2021-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joni Lodmell
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Davis Group Pllc
Address
178 S 3RD ST, HAMILTON, MT 59840
Preparer
Douglas J Davis
Phone
4063632225
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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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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt041629
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0921009
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IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE 990 AFTER IT IS RECIEVED FROM THE CPA FIRM. IF THERE ARE QUESTIONS OR CONCERNS, THE BOARD REQUESTS THE CPA FIRM TO EITHER CONFIRM OR ADJUST THE INFORMATION PRESENTED TO PROVIDE A COMPLETE AND ACCURATE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IF A CONFLICT OF INTEREST ARISES, THE PARTY INVOLVED EITHER EXCUSES HIM OR HERSELF OR THE BOARD REQUESTS THE PARTY TO ABSTAIN FROM VOTING ON THE ISSUE AT HAND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE LIBRARY DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS J DAVIS
ReturnHeader/ReturnTs02021-10-13T15:48:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STONE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,093,133
Liabilities
$0
Net assets
$1,093,133
Revenue
$128,091
Expenses
$20,531
Net income
$107,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$0.36$0.09$0.27
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.21$0.04$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.82$0.04$0.78
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.02$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.13$0.02$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.10$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.07$0.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.12$0.03$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.07$0.02$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.04$0.01$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.03$0.01$0.02