Civic Intelligence

Caring Foundation of Montana

EIN 36-3820084 • 501(c)3

PO Box 87259604-4309
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$535,852

Up $106,282 (+25%) from 2011

Liabilities

Down

$0

Down $1,502 (-100%) from 2011

Net Assets

Up

$535,852

Up $107,784 (+25%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$7,871

Down $1,076 (-12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$600K$400K$200K$0Assets 2010: $343,830Liabilities 2010: $1,447Net Assets 2010: $342,3832010Assets 2011: $429,570Liabilities 2011: $1,502Net Assets 2011: $428,0682011Assets 2012: $535,852Liabilities 2012: $0Net Assets 2012: $535,8522012

Highlighted filing

2012

Assets$535,852
Liabilities$0
Net Assets$535,852
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Expenses 2010: $164,9932010Revenue 2011: $94,632Expenses 2011: $8,947Net Income 2011: $85,6852011Expenses 2012: $7,8712012

Highlighted filing

2012

Revenue-
Expenses$7,871
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$535,852
Liabilities
$0
Net assets
$535,852
Revenue
-
Expenses
$7,871
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.00$5.36$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.02$4.28$0.95$0.09$0.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.01$3.42$1.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 29, 2013
Return Version
2012v2.1
Gross Receipts
$134,651
Filing and Contact Details

Filer

EIN
36-3820084
Raw XML AppendixShowing 400 of 505 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY01502
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0To support efforts to provide access to dental and other health-related services to low-income children.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO Box 872
IRS990/AddressPrincipalOfficerUS/City0Helena
IRS990/AddressPrincipalOfficerUS/State0MT
IRS990/AddressPrincipalOfficerUS/ZIPCode0596044309
IRS990/AllOtherContributions079087
IRS990/AuditCommittee00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs01
IRS990/CntrbtnsRprtdFundraisingEvents038462
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0117549
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties01
IRS990/DescribedIn501C301
IRS990/Description0This year the Organization continued to work with officials of the Montana Department of Public Health and Human Services to allow new, expanded dental benefits for children enrolled in the Healthy Montana Kids Program. Any donation received would be matched three to one with a federal grant.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense0871
IRS990/FamilyOrBusinessRelationship01
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral07000
IRS990/FeesForServicesAccounting/Total07000
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.20
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated040.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated140.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated240.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated340.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated440.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated50.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated60.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated70.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated80.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/NamePerson0Michael Frank
IRS990/Form990PartVIISectionA/NamePerson1John Doran
IRS990/Form990PartVIISectionA/NamePerson2Mary Belcher
IRS990/Form990PartVIISectionA/NamePerson3Chris Manger
IRS990/Form990PartVIISectionA/NamePerson4Lynn Etchart
IRS990/Form990PartVIISectionA/NamePerson5Andrew C Hyams DDS
IRS990/Form990PartVIISectionA/NamePerson6Gary L Mihelish DMD
IRS990/Form990PartVIISectionA/NamePerson7Timothy Warner
IRS990/Form990PartVIISectionA/NamePerson8Doug Mitchell
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation040042
IRS990/Form990PartVIISectionA/OtherCompensation112974
IRS990/Form990PartVIISectionA/OtherCompensation224051
IRS990/Form990PartVIISectionA/OtherCompensation325857
IRS990/Form990PartVIISectionA/OtherCompensation419637
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs0622874
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs136716
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs2234286
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs3141856
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs4134117
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/Title0Chairman
IRS990/Form990PartVIISectionA/Title1Vice Chairman
IRS990/Form990PartVIISectionA/Title2Secretary
IRS990/Form990PartVIISectionA/Title3Treasurer(Jan-Dec)/Board Member(Dec)
IRS990/Form990PartVIISectionA/Title4Treasurer (Dec)
IRS990/Form990PartVIISectionA/Title5Board Member (Jan-Feb)
IRS990/Form990PartVIISectionA/Title6Board Member (Jan-Feb)
IRS990/Form990PartVIISectionA/Title7Board Member (Jan-Feb)
IRS990/Form990PartVIISectionA/Title8Board Member
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities01
IRS990/FundraisingDirectExpenses018996
IRS990/FundraisingEvents038462
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossIncomeFundraisingEvents017102
IRS990/GrossReceipts0134651
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentIncomePriorYear00
IRS990/InvestmentInJointVenture00
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0None
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0Mike E Frank
IRS990/NbrIndependentVotingMembers01
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY0428068
IRS990/NetAssetsOrFundBalancesEOY0535852
IRS990/NetIncomeFromFundraisingEvents/ExclusionAmount0-1894
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn0-1894
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoncashContributions01894
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers01
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY01778
IRS990/OtherAssetsTotal/EOY0889
IRS990/OtherExpensePriorYear00
IRS990/OtherExpensesCurrentYear07871
IRS990/OtherExpenses/Description0Miscellaneous
IRS990/OtherExpenses/ProgramServices0871
IRS990/OtherExpenses/Total0871
IRS990/OtherRevenueCurrentYear0-1894
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY01503
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions01
IRS990/QuidProQuoDisclosure01
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0107784
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0107784
IRS990/RevenuesLessExpensesPriorYear00
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0426289
IRS990/SavingsAndTempCashInvestments/EOY0534963
IRS990ScheduleA/AmountsSubstContributorsTotal0150301
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0117549
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year093010
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0200600
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years097032
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0134008
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0642199
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year078
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0181
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0274
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0622
IRS990ScheduleA/GrossInvestmentIncome170/Total01155
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc0171455
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.76460
IRS990ScheduleA/PublicSupportPertcentPriorYear00.73730
IRS990ScheduleA/PublicSupportTotal1700491898
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0117549
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year093010
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0200600
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years097032
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0134008
IRS990ScheduleA/Total170/Total0642199
IRS990ScheduleA/TotalSupport0643354
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/DonatedServicesUseOfFacilities022200
IRS990ScheduleD/DonatedSrvcAndUseOfFacilities022200
IRS990ScheduleD/ExpensesNotRptdF990039302
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal07871
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Therefore, a provision for income tax has not been reflected in the financial statements. The Foundation has adopted the provisions of FASB Accounting Standards Codification Topic ASC 740-10 on January 1, 2009. The implementation of this standard had no impact on the financial statements. As of both the date of adoption, and as of December 31, 2012, the unrecognized tax benefit accrual was zero. The Foundation will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred. The Foundation is no longer subject to Federal tax examinations by tax authorities for years before 2009 and state examinations for years before 2009.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1Special Events Expense -17,102.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2Special Events Expense 17,102.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0Description of Uncertain Tax Positions Under FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0Part X, Line 2:
IRS990ScheduleD/OtherExpensesIncluded017102
IRS990ScheduleD/OtherRevenuesNotIncluded0-17102
IRS990ScheduleD/RevenueNotRptdF990022200
IRS990ScheduleD/RevenueNotRptdOnFinStmt0-17102
IRS990ScheduleD/RevenueSubtotal0132757
IRS990ScheduleD/TotalExpensesPerForm99007871
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm9900115655
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt047173
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0154957
IRS990ScheduleG/EventsInformation/CashPrizesEvent101740
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents01740
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1038462
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal038462
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents018996
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent104969
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents04969
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1055564
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal055564
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1017102
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents017102
IRS990ScheduleG/EventsInformation/NameOfEvent10Caring Classic
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-1894
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent101894
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents01894
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent104983
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents04983
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent105410
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents05410
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs0213059
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs162062
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs223463
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs314821
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0372576
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1161017
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2116437
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs3118477
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs30
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs010000
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs15174
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs23805
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs34125
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0Compensation is paid by Blue Cross Blue Shield of Montana, a related organization. The board members are receiving compensation for their services to the related organization. They are not receiving compensation for their services on the board of directors of the Caring Foundation of Montana.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Supplemental Information
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0Part III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Michael Frank
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1Mary Belcher
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2Chris Manger
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3Lynn Etchart
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs032092
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs119721
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs222676
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs316050
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs037239
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs111207
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs21956
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs3819
IRS990ScheduleJ/Form990ScheduleJPartII/Title0Chairman
IRS990ScheduleJ/Form990ScheduleJPartII/Title1Secretary
IRS990ScheduleJ/Form990ScheduleJPartII/Title2Treasurer(Jan-Dec)/Board Member(Dec)
IRS990ScheduleJ/Form990ScheduleJPartII/Title3Treasurer (Dec)
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0664966
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1259181
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2168337
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3154292
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0Mary Belcher and Michael Frank have a business relationship with each other. They also have a business relationship with Lynn Etchart, John Doran and Chris Manger.
IRS990ScheduleO/GeneralExplanation/Explanation1The Board of Directors has delegated to Blue Cross Blue Shield of Montana to manage the Caring Foundation Program. This includes all financial preparation such as financial statements, accounts payable, audit and Form 990 preparations. Michael E. Frank, Mary Belcher, Lynn Etchart, John Doran and Chris Manger were employees of BCBS MT in 2012. These individuals were compensated for their services to BCBS MT and not for their services on the Board of Directors of the Caring Foundation. Their compensation for their services to BCBS MT is reported in Part VII of the Form 990.
IRS990ScheduleO/GeneralExplanation/Explanation2The bylaws changed during the year. The requirement that the primary officers (Chair, Vice-Chair, Secretary and Treasurer) must be voting members of the Board was deleted.
IRS990ScheduleO/GeneralExplanation/Explanation3The organization has one member. The sole member is Blue Cross Blue Shield of Montana. Membership is not open to any other individual or corporation.
IRS990ScheduleO/GeneralExplanation/Explanation4At the annual meeting, BCBS of Montana elects 3-10 directors subject to the approval of the board of directors. Directors are appointed by the member at its annual meeting or at a meeting of the member's board of directors in which one of the purposes is the appointment to the Corporation's board. The board members are elected for a one year term renewable each year.
IRS990ScheduleO/GeneralExplanation/Explanation5There are five actions which require approval by the sole member, Blue Cross Blue Shield of Montana. The five actions which require approval include: 1. Any amendment to the Corporation's Articles of Incorporation 2. Any amendment to the Bylaws 3. Any sale or distribution of assets held by the corporation in excess of $50,000 4. Any plan of merger, consolidation, or dissolution for the corporation 5. Any change in the mission or purposes of the corporation.
IRS990ScheduleO/GeneralExplanation/Explanation6There are no committees which have authority to act on behalf of the governing body.
IRS990ScheduleO/GeneralExplanation/Explanation7A copy of the 990 will be distributed to each board member before the filing of the form.
IRS990ScheduleO/GeneralExplanation/Explanation8The organization's governing documents and financial statements are available to the public upon request.
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section A, line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section A, line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section A, line 6
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/GeneralExplanation/ReturnReference6Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/GeneralExplanation/ReturnReference7Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference8Form 990, Part VI, Section C, line 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine10560 N Park Ave
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City0Helena
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0MT
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode059604
IRS990ScheduleR/Form990ScheduleRPartIV/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartIV/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartIV/EIN0810216685
IRS990ScheduleR/Form990ScheduleRPartIV/LegalDomicileState0MT
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine10BCBS of MT
IRS990ScheduleR/Form990ScheduleRPartIV/PrimaryActivity0Health Insurance
IRS990ScheduleR/Form990ScheduleRPartIV/TypeOfEntity0C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.