Civic Intelligence

Lewis & Clark County 4-H Foundation Inc

990 • Fiscal year 2016 • EIN 36-4656468

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 11, 2017

100 West CusterHelena, MT 59602

(406) 447-8346

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Assets

$194,434

No earlier filing loaded for comparison.

Net Assets

$194,434

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$65,698

No earlier filing loaded for comparison.

Expenses

$14,761

No earlier filing loaded for comparison.

Net Income

$50,937

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $194,434Liabilities 2016: $0Net Assets 2016: $194,4342016Assets 2017: $207,719Liabilities 2017: $0Net Assets 2017: $207,7192017Assets 2018: $234,771Liabilities 2018: $0Net Assets 2018: $234,7712018Assets 2019: $246,189Liabilities 2019: $32Net Assets 2019: $246,1572019Assets 2020: $240,438Liabilities 2020: $32Net Assets 2020: $240,4062020Assets 2021: $277,911Liabilities 2021: $320Net Assets 2021: $277,5912021Assets 2022: $304,404Liabilities 2022: $320Net Assets 2022: $304,0842022Assets 2025: $344,110Liabilities 2025: $0Net Assets 2025: $344,1102025

Highlighted filing

2016

Assets$194,434
Liabilities$0
Net Assets$194,434

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $65,698Expenses 2016: $14,761Net Income 2016: $50,9372016Revenue 2017: $90,342Expenses 2017: $77,057Net Income 2017: $13,2852017Revenue 2018: $104,536Expenses 2018: $77,484Net Income 2018: $27,0522018Revenue 2019: $66,754Expenses 2019: $55,368Net Income 2019: $11,3862019Revenue 2020: $48,929Expenses 2020: $54,680Net Income 2020: -$5,7512020Revenue 2021: $78,100Expenses 2021: $40,915Net Income 2021: $37,1852021Revenue 2022: $82,038Expenses 2022: $55,545Net Income 2022: $26,4932022Revenue 2025: $120,208Expenses 2025: $120,883Net Income 2025: -$6752025

Highlighted filing

2016

Revenue$65,698
Expenses$14,761
Net Income$50,937
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 11, 2017
Return Version
2015v3.0
Gross Receipts
$420,734
Mission and Program Overview

Mission

The mission of the lewis & clark 4-h foundation is to provide financial support to lewis & clark county 4-h.

The mission of the lewis & clark 4-h foundation is to provide financial support to lewis & clark county 4-h in the following areas:programs - to aid in maintaining, developing and promoting the overall 4-h program and facilities in lewis & clark county through fundraising, investing opportunities and advertising for donations.projects - to provide financial assistance for education activities and specific project development.people - to support 4-h youth and volunteer leaders through scholarship awards, youth and leadership development and educational activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$78,778$113,106▲ $34,328
Investments Other Securities-$53,591-
Land, Buildings, and Equipment, Net$0$27,737▲ $27,737
Total Assets$78,778$194,434▲ $115,656
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$78,778$194,434▲ $115,656
Total Net Assets Fund Balance$78,778$194,434▲ $115,656
Total Liabilities and Net Assets / Fund Balance$78,778$194,434▲ $115,656

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$26,659-$26,659
Equipment$1,078-$1,078
Other Securities$53,591--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cody MitchellPresident
Jay BodnerVice President
Catherine McneilDirector
Dora LindnerDirector
Jim AshmoreDirector
Josh MckayDirector
Ken McneilDirector
Lisa DewittDirector
Janae BodnerStudent Director
Katie LindnerStudent Director
Peggy BartmessSecretary
Alex OstbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,670
Program Service Revenue
$2,687
Investment Income
$1,464
Other Revenue
$20,877
All Other Contributions
$29,561
Change in Net Assets
$50,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,761
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$2,699-$2,699
Fees for Services Other$1,564--$1,564
Grants to Domestic Orgs$1,000--$1,000
Occupancy-$849-$849
Advertising-$143-$143
Other Expenses$2,312$55-$55
Total Functional Expenses$11,015$3,746$0$14,761
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$357,218
Fundraising Direct Expenses$349,504
Gaming Gross Income$18,345
Gaming Direct Expenses$5,532
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Livestock Auction$349,366$349,366$336,996$12,370
Fair$5,964$5,964$9,552$-3,588
Total Events$368,164$357,218$349,504$7,714
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Board members jay bodner and janae bodner are father and daughter. Board members ken mcneil and catherine mcneil are husband and wife. Board members dora lindner and katie lindner are mother and daughter.

Form 990, Part VI, Section A, Line 6

Members include 4-h leaders, 4-h members and interested residents of lewis and clark county who have contributed dues.

Form 990, Part VI, Section A, Line 7A

Adult and youth members of lewis and clark county 4-h are responsible for electing the board at the annual meeting.

Form 990, Part VI, Section A, Line 7B

Adult and youth members of lewis and clark county 4-h attend meetings and vote on motions made by the board.

Form 990, Part VI, Section B, Line 11

The extension agent will review the form 990 before it is filed.

Form 990, Part VI, Section C, Line 19

The organization makes its organizational documents and form 990 available upon request.

Filing and Contact Details

Filer

Filer Name
Lewis & Clark County 4-h Foundation Inc
EIN
36-4656468
Phone
4064478346
Address
100 WEST CUSTER, HELENA, MT 59602

Signing Officer

Name
Mary Meyers
Title
4-h Agent
Phone
4064478346
Signed
2017-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Meyers
Formed
2011
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
85

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Marilyn M Dusenberry
Phone
4064421040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Council 1% for state nonprofit : program service expenses 1,564. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,564.

FORM 990, PART XI, LINE 9:

Equity transfered from dissolution of lewis & clark 4-h council 64,719.

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IRS990/RevenueAmt02687
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CURRENT YEAR IS A SHORT YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01814
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01814
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0359905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0359905
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01814
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0400575
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0400575
IRS990ScheduleA/Total509Grp/TotalAmt0400575
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0402389
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0402389
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt026659
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt026659
IRS990ScheduleD/EquipmentGrp/BookValueAmt01078
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01078
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt053591
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONTANA 4-H FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027737
IRS990ScheduleD/TotalBookValueSecuritiesAmt053591
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/ExplanationIfNoTxt0LICENSE NOT REQUIRED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0214
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0214
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010946
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt010946
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0349504
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LIVESTOCK AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01332
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0349366
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0368164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0349366
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0357218
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07714
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01210
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0347758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09552
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0336996
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0200
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt05532
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt018345
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt018345
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt012813
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt05532
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt05532
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingOtherFacilityPct00.50000
IRS990ScheduleG/GamingOwnFacilityPct00.50000
IRS990ScheduleG/GamingWithNonmembersInd01
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0MARY MEYERS
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0100 WEST CUSTER
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0HELENA
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MT
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd059602
IRS990ScheduleG/StatesWhereGamingConductedCd0MT
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS JAY BODNER AND JANAE BODNER ARE FATHER AND DAUGHTER. BOARD MEMBERS KEN MCNEIL AND CATHERINE MCNEIL ARE HUSBAND AND WIFE. BOARD MEMBERS DORA LINDNER AND KATIE LINDNER ARE MOTHER AND DAUGHTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS INCLUDE 4-H LEADERS, 4-H MEMBERS AND INTERESTED RESIDENTS OF LEWIS AND CLARK COUNTY WHO HAVE CONTRIBUTED DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADULT AND YOUTH MEMBERS OF LEWIS AND CLARK COUNTY 4-H ARE RESPONSIBLE FOR ELECTING THE BOARD AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADULT AND YOUTH MEMBERS OF LEWIS AND CLARK COUNTY 4-H ATTEND MEETINGS AND VOTE ON MOTIONS MADE BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXTENSION AGENT WILL REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS ORGANIZATIONAL DOCUMENTS AND FORM 990 AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COUNCIL 1% FOR STATE NONPROFIT : PROGRAM SERVICE EXPENSES 1,564. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,564.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EQUITY TRANSFERED FROM DISSOLUTION OF LEWIS & CLARK 4-H COUNCIL 64,719.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt078778
IRS990/TotalAssetsEOYAmt0194434
IRS990/TotalAssetsGrp/BOYAmt078778
IRS990/TotalAssetsGrp/EOYAmt0194434
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt040670
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03746
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011015
IRS990/TotalFunctionalExpensesGrp/TotalAmt014761
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt078778
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0194434
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011015
IRS990/TotalProgramServiceRevenueAmt02687

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