Civic Intelligence

The Headwaters Academy Inc

990 • Fiscal year 2014 • EIN 36-3727667

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 03, 2015

Organization ProfileWWW.HEADWATERSACADEMY.ORG

View Organization Page

418 W Garfield59715

(406) 585-9997

Siviq Scores

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

Liabilities / Assets

80th percentile

0.16x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$22,105

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$109,865

Down $44,465 (-29%) from 2013

Net Assets

Down

$92,421

Down $48,170 (-34%) from 2013

Liabilities

Up

$17,444

Up $3,705 (+27%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin22nd percentile

Revenue

$447,835

No earlier filing loaded for comparison.

Expenses

Down

$496,505

Down $1,387 (-0.3%) from 2013

Net Income

-$48,670

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$15M$10M$5.0M$0Assets 2011: $52,519Liabilities 2011: $13,076Net Assets 2011: $39,4432011Assets 2012: $180,241Liabilities 2012: $10,986Net Assets 2012: $169,2552012Assets 2013: $154,330Liabilities 2013: $13,739Net Assets 2013: $140,5912013Assets 2014: $109,865Liabilities 2014: $17,444Net Assets 2014: $92,4212014Assets 2015: $97,592Liabilities 2015: $23,610Net Assets 2015: $73,9822015Assets 2016: $158,228Liabilities 2016: $17,844Net Assets 2016: $140,3842016Assets 2017: $128,191Liabilities 2017: $27,636Net Assets 2017: $100,5552017Assets 2018: $107,926Liabilities 2018: $29,437Net Assets 2018: $78,4892018Assets 2019: $3,978,345Liabilities 2019: $29,322Net Assets 2019: $3,949,0232019Assets 2020: $4,652,088Liabilities 2020: $28,727Net Assets 2020: $4,623,3612020Assets 2021: $9,928,849Liabilities 2021: $40,602Net Assets 2021: $9,888,2472021Assets 2022: $11,585,031Liabilities 2022: $167,647Net Assets 2022: $11,417,3842022Assets 2023: $11,272,038Liabilities 2023: $92,849Net Assets 2023: $11,179,1892023Assets 2024: $11,375,079Liabilities 2024: $201,084Net Assets 2024: $11,173,9952024

Highlighted filing

2014

Assets$109,865
Liabilities$17,444
Net Assets$92,421
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $458,6372011Expenses 2012: $459,1552012Expenses 2013: $497,8922013Revenue 2014: $447,835Expenses 2014: $496,505Net Income 2014: -$48,6702014Revenue 2015: $519,736Expenses 2015: $537,983Net Income 2015: -$18,2472015Revenue 2016: $620,729Expenses 2016: $554,283Net Income 2016: $66,4462016Revenue 2017: $645,079Expenses 2017: $684,849Net Income 2017: -$39,7702017Revenue 2018: $614,163Expenses 2018: $636,412Net Income 2018: -$22,2492018Revenue 2019: $4,469,421Expenses 2019: $691,851Net Income 2019: $3,777,5702019Revenue 2020: $1,873,432Expenses 2020: $1,017,532Net Income 2020: $855,9002020Revenue 2021: $6,302,639Expenses 2021: $1,129,391Net Income 2021: $5,173,2482021Revenue 2022: $3,568,450Expenses 2022: $2,039,313Net Income 2022: $1,529,1372022Revenue 2023: $1,748,130Expenses 2023: $2,016,237Net Income 2023: -$268,1072023Revenue 2024: $1,901,141Expenses 2024: $2,084,630Net Income 2024: -$183,4892024

Highlighted filing

2014

Revenue$447,835
Expenses$496,505
Net Income-$48,670
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 3, 2015
Return Version
2013v4.0
Gross Receipts
$451,952
Mission and Program Overview

Mission

To build confident, capable, adaptable learners and leaders for the changing world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$86,426$45,818▼ $40,608
Investments Other Securities$10,136$27,754▲ $17,618
Cash and Non-Interest-Bearing Accounts$44,581$24,501▼ $20,080
Land, Buildings, and Equipment, Net$6,873$5,040▼ $1,833
Accounts Receivable$300$990▲ $690
Total Assets$154,331$109,865▼ $44,466
Other Assets Total$6,015$5,762▼ $253
Liabilities
Deferred Revenue$12,550$16,300▲ $3,750
Accounts Payable and Accrued Expenses$1,189$1,144▼ $45
Total Liabilities$13,739$17,444▲ $3,705
Net Assets / Fund Balance
Unrestricted Net Assets$136,592$88,421▼ $48,171
Permanently Rstr Net Assets$4,000$4,000→ $0
Total Net Assets Fund Balance$140,592$92,421▼ $48,171
Total Liabilities and Net Assets / Fund Balance$154,331$109,865▼ $44,466

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,528$39,732$44,260
Buildings$512$655$1,167
Other Assets Org$5,762--
Other Securities$27,754--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,213-▲ $652-$5,762
2012$4,896-▲ $366-$5,213
2011$5,221-▼ $301-$4,896
2010$4,543-▲ $703-$5,221
2009$4,186-▲ $380-$4,543
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maria Munro-schusterStaff RepresentativeFT$22,105$22,105

Board Members and Trustees

NameTitle
Horatio PotterPresident
Penelope HattenVice President
Christina CoppolilloTrustee
Michael HalatTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$80,655
Program Service Revenue
$348,698
Investment Income
$1,606
Other Revenue
$16,876
All Other Contributions
$80,655
Change in Net Assets
$-48,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$311,591
Other Expenses$99,357
Grants and Similar Amounts Paid$85,557
Total Fundraising Expense$1,610
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$166,581$68,143-$234,724
Grants to Domestic Individuals$84,859--$84,859
Other Employee Benefits-$32,652-$32,652
Occupancy$21,166$7,689-$28,855
Payroll Taxes$17,554$4,556-$22,110
Current Officers, Directors, Trustees, and Key Employees$22,105--$22,105
Advertising$410$8,534$1,552$10,496
Office Expenses$225$8,524-$8,749
Insurance-$7,418-$7,418
All Other Expenses$90$3,170$58$3,318
Depreciation Depletion$2,832--$2,832
Other Expenses$1,155$1,759-$1,759
Fees for Services Other-$1,589-$1,589
Fees for Services Accounting-$1,234-$1,234
Grants to Domestic Orgs$698--$698
Information Technology-$36-$36
Total Functional Expenses$343,881$151,014$1,610$496,505
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,236
Fundraising Direct Expenses$4,117
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$4,406$4,406$2,322$2,084
Event 1$4,214$4,214-$4,214
Total Events$18,236$18,236$4,117$14,119
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
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The treasurer reviews for accuracy.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request at the school office.”

Filing and Contact Details

Filer

EIN
36-3727667
Phone
4065859997

Signing Officer

Name
Michael J Halat
Title
Treasurer
Phone
4065859997
Signed
2015-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael J Halat
Formed
1990
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
18
Volunteers
4

Preparer

Preparer
Heather Walstad
Phone
4065566160
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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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.31000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0512
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0655
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01167
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0103
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05213
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05762
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0652
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04896
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05213
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05221
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04896
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-301
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04543
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0703
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt023
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04186
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04543
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0380
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05762
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD AT MONTANA COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04528
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039732
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044260
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt027754
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05040
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05762
IRS990ScheduleD/TotalBookValueSecuritiesAmt027754
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLISHES NOTICE OF ITS POLICY OF RACIAL NONDISCRIMINATION IN THE LOCAL NEWSPAPER DURING THE SCHOOL'S REGISTRATION PERIOD IN ACCORDANCE WITH GUIDELINES SET FORTH IN REV PROC 75-50.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04117
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09616
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04406
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09616
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018236
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CAR WASH
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0WREATH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014119
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01795
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04117
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02322
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt066059
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FINANCIAL AID
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MERIT SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2TUITION INCENTIVE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt14
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt26
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES AN OUTSIDE PROFESSIONAL SERVICE TO DETERMINE WHO IS TO RECEIVE FINANCIAL AID.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I PART III
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS FOR ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE SCHOOL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0154331
IRS990/TotalAssetsEOYAmt0109865
IRS990/TotalAssetsGrp/BOYAmt0154331
IRS990/TotalAssetsGrp/EOYAmt0109865
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt080655
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01610
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0151014
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0343881
IRS990/TotalFunctionalExpensesGrp/TotalAmt0496505
IRS990/TotalGrossUBIAmt0900
IRS990/TotalLiabilitiesBOYAmt013739
IRS990/TotalLiabilitiesEOYAmt017444
IRS990/TotalLiabilitiesGrp/BOYAmt013739
IRS990/TotalLiabilitiesGrp/EOYAmt017444
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0140592
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt092421
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0343881
IRS990/TotalProgramServiceRevenueAmt0348698

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,865
Liabilities
$17,444
Net assets
$92,421
Revenue
$447,835
Expenses
$496,505
Net income
-$48,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.20$11.2$1.90$2.08$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.09$11.2$1.75$2.02$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.17$11.4$3.57$2.04$1.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.93$0.04$9.89$6.30$1.13$5.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.03$4.62$1.87$1.02$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.03$3.95$4.47$0.69$3.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.03$0.08$0.61$0.64$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.03$0.10$0.65$0.68$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.02$0.14$0.62$0.55$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.07$0.52$0.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.02$0.09$0.45$0.50$0.05
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.01$0.14$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.01$0.17$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.01$0.04$0.46
Peer Organizations

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