Civic Intelligence

Anaconda Community Foundation Inc.

990 • Fiscal year 2016 • EIN 37-1541903

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

24th percentile

-8.4%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.6%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

87%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$927,887

Down $5,798 (-0.6%) from 2015

Net Assets

Down

$927,887

Down $5,798 (-0.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$126,764

Up $59,063 (+87%) from 2015

Expenses

Up

$137,384

Up $33,518 (+32%) from 2015

Net Income

Up

-$10,620

Up $25,545 (+71%) from 2015

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

2016

Assets$927,887
Liabilities$0
Net Assets$927,887

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

2016

Revenue$126,764
Expenses$137,384
Net Income-$10,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$250,760
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$750,545$824,801▲ $74,256
Investments Other Securities$56,952$51,536▼ $5,416
Savings and Temporary Cash Investments$102,073$24,243▼ $77,830
Cash and Non-Interest-Bearing Accounts$14,143$18,425▲ $4,282
Land, Buildings, and Equipment, Net$7,792$7,792→ $0
Intangible Assets$2,180$1,090▼ $1,090
Total Assets$933,685$927,887▼ $5,798
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$922,206$916,408▼ $5,798
Temporarily Rstr Net Assets$11,479$11,479→ $0
Total Net Assets Fund Balance$933,685$927,887▼ $5,798
Total Liabilities and Net Assets / Fund Balance$933,685$927,887▼ $5,798

Asset Categories

AssetBook ValueDepreciationBasis
Land$7,792--
Other Securities$15,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
John CollinPresident
Wini StokkeSecretary
Bob MorrisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$77,776
Program Service Revenue
$2,639
Investment Income
$46,349
Other Revenue
$0
All Other Contributions
$77,776
Change in Net Assets
$-10,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,127
Grants and Similar Amounts Paid$28,257
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,257--$28,257
Fees for Services Management$19,058--$19,058
Fees for Services Other$9,180$65-$9,245
Fees for Services Accounting$5,231$1,744-$6,975
Insurance-$2,075-$2,075
Advertising$1,415--$1,415
Conferences and Meetings$1,387--$1,387
Depreciation Depletion$1,090--$1,090
Office Expenses$902$56-$958
Other Expenses$80--$80
Total Functional Expenses$133,444$3,940$0$137,384
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Headwaters Rc and DButte, MT3-$14,141
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
No
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
John Collin
Title
President
Phone
4065635259
Signed
2017-11-14

Organization Details

Principal Officer
John Collin
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/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0933685
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0927887
IRS990/TotalProgramServiceExpensesAmt0133444
IRS990/TotalProgramServiceRevenueAmt02639
IRS990/TotalRevenueGrp/ExclusionAmt048761
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126764
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0933685
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0927887
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0922206
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0916408
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0209 CHERRY
IRS990/USAddress/CityNm0ANACONDA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059711
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.ANACONDACOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN COLLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065635259
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0233E7250E68807E0854DDE26091028BB939AC228
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034CF7F389F84536AF6AC12F8A0AA29DBB695096B
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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH RIVERS
ReturnHeader/ReturnTs02017-11-15T10:49:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
2016Detailed filing. Detailed filing data is available for this year.$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