Civic Intelligence

Anaconda Community Foundation Inc.

990 • Fiscal year 2014 • EIN 37-1541903

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

118 E 7th Street Ste 2AAnaconda, MT 59711

(406) 563-5259

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

95th percentile

118%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

123%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$969,850

Up $523,951 (+118%) from 2013

Net Assets

Up

$969,850

Up $588,503 (+154%) from 2013

Liabilities

Down

$0

Down $64,552 (-100%) from 2013

Revenue

Up

$582,051

Up $320,988 (+123%) from 2013

Expenses

Up

$58,100

Up $3,255 (+5.9%) from 2013

Net Income

Up

$523,951

Up $317,733 (+154%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $123,893Liabilities 2010: $0Net Assets 2010: $123,8932010Assets 2011: $160,551Liabilities 2011: $0Net Assets 2011: $160,5512011Assets 2012: $173,366Liabilities 2012: $0Net Assets 2012: $173,3662012Assets 2013: $445,899Liabilities 2013: $64,552Net Assets 2013: $381,3472013Assets 2014: $969,850Liabilities 2014: $0Net Assets 2014: $969,8502014Assets 2015: $933,685Liabilities 2015: $0Net Assets 2015: $933,6852015Assets 2016: $927,887Liabilities 2016: $0Net Assets 2016: $927,8872016Assets 2017: $965,144Liabilities 2017: $0Net Assets 2017: $965,1442017Assets 2018: $897,599Liabilities 2018: $0Net Assets 2018: $897,5992018Assets 2019: $939,756Liabilities 2019: $35,887Net Assets 2019: $903,8692019Assets 2020: $1,039,142Liabilities 2020: $100,025Net Assets 2020: $939,1172020Assets 2021: $1,096,739Liabilities 2021: $112,675Net Assets 2021: $984,0642021Assets 2022: $1,211,237Liabilities 2022: $175,111Net Assets 2022: $1,036,1262022Assets 2023: $1,335,204Liabilities 2023: $222,186Net Assets 2023: $1,113,0182023Assets 2024: $1,495,098Liabilities 2024: $216,062Net Assets 2024: $1,279,0362024

Highlighted filing

2014

Assets$969,850
Liabilities$0
Net Assets$969,850

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $76,278Expenses 2010: $48,979Net Income 2010: $27,2992010Expenses 2011: $130,3142011Expenses 2012: $60,8892012Revenue 2013: $261,063Expenses 2013: $54,845Net Income 2013: $206,2182013Revenue 2014: $582,051Expenses 2014: $58,100Net Income 2014: $523,9512014Revenue 2015: $67,701Expenses 2015: $103,866Net Income 2015: -$36,1652015Revenue 2016: $126,764Expenses 2016: $137,384Net Income 2016: -$10,6202016Revenue 2017: $244,632Expenses 2017: $203,050Net Income 2017: $41,5822017Revenue 2018: $40,057Expenses 2018: $107,602Net Income 2018: -$67,5452018Revenue 2019: $169,762Expenses 2019: $98,811Net Income 2019: $70,9512019Revenue 2020: $230,949Expenses 2020: $194,353Net Income 2020: $36,5962020Revenue 2021: $218,384Expenses 2021: $129,533Net Income 2021: $88,8512021Revenue 2022: $285,542Expenses 2022: $193,190Net Income 2022: $92,3522022Revenue 2023: $265,621Expenses 2023: $149,758Net Income 2023: $115,8632023Revenue 2024: $395,567Expenses 2024: $183,831Net Income 2024: $211,7362024

Highlighted filing

2014

Revenue$582,051
Expenses$58,100
Net Income$523,951
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$663,951
Mission and Program Overview

Mission

To build a permanent financial legacy to support charitable work in the anaconda area.

To build a permanent financial legacy to supportcharitable work in the anaconda area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$185,731$755,360▲ $569,629
Cash and Non-Interest-Bearing Accounts$111,614$103,240▼ $8,374
Savings and Temporary Cash Investments$63,531$100,188▲ $36,657
Land, Buildings, and Equipment, Net$85,023$7,792▼ $77,231
Intangible Assets-$3,270-
Total Assets$445,899$969,850▲ $523,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$442,936$904,133▲ $461,197
Temporarily Rstr Net Assets$2,963$65,717▲ $62,754
Total Net Assets Fund Balance$445,899$969,850▲ $523,951
Total Liabilities and Net Assets / Fund Balance$445,899$969,850▲ $523,951

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,792--
Compensation and Service Providers

Board Members and Trustees

NameTitle
John CollinPresident
Wini StokkeSecretary
Bob MorrisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$555,177
Program Service Revenue
$3,000
Investment Income
$22,724
Other Revenue
$1,150
All Other Contributions
$555,177
Change in Net Assets
$523,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,484
Grants and Similar Amounts Paid$13,616
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Fees for Services Management$9,897--$9,897
Advertising$5,759--$5,759
Grants to Domestic Individuals$3,616--$3,616
Office Expenses$1,904$455-$2,359
Insurance-$1,700-$1,700
Conferences and Meetings$1,433--$1,433
Fees for Services Other$1,304$82-$1,386
Depreciation Depletion$1,090--$1,090
Occupancy$250--$250
Other Expenses$135--$135
Total Functional Expenses$55,863$2,237$0$58,100
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
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

Form 990 is provided to governing body upon request

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

Policy enforced on an as needed basis

Form 990, Page 6, Part VI, Line 19

Copies of governing documents available upon written request or request in person at the organizations office.

Filing and Contact Details

Filer

Filer Name
Anaconda Community Foundation
EIN
37-1541903
Phone
4065635259
Address
118 E 7TH STREET STE 2A, ANACONDA, MT 59711

Signing Officer

Name
GLORIA O'ROURKE
Title
Executive Director
Phone
4065635259
Signed
2015-08-14

Organization Details

Formed
2007
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Rivers & Rivers
Address
110 W 3RD ST, ANACONDA, MT 59711-2205
Preparer
Rich Rivers
Phone
4065633811
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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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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0442936
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0904133
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.ANACONDACOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA O'ROURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065635259
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANACONDA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANAC
ReturnHeader/Filer/EIN0371541903
ReturnHeader/Filer/PhoneNum04065635259
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 E 7TH STREET STE 2A
ReturnHeader/Filer/USAddress/CityNm0ANACONDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810478350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIVERS & RIVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 W 3RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANACONDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0597112205
ReturnHeader/PreparerPersonGrp/PhoneNum04065633811
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH RIVERS
ReturnHeader/ReturnTs02015-11-16T19:53:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.22$1.28$0.40$0.18$0.21
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.34$0.22$1.11$0.27$0.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.18$1.04$0.29$0.19$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.11$0.98$0.22$0.13$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.10$0.94$0.23$0.19$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.04$0.90$0.17$0.10$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.04$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.24$0.20$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.13$0.14$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.07$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.58$0.06$0.52
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.06$0.38$0.26$0.05$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.13
2010Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.08$0.05$0.03
Peer Organizations

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