Civic Intelligence

Shepherds Hand Free Clinic

990 • Fiscal year 2014 • EIN 37-1603581

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization ProfileWWW.SHEPHERDSHAND.COM
5150 River Lakes ParkwayWhitefish, MT 59937

(406) 862-0456

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

60th percentile

$39,971

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

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

Asset Growth

90th percentile

54%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$720,620

Up $253,362 (+54%) from 2013

Net Assets

Up

$715,460

Up $253,598 (+55%) from 2013

Liabilities

Down

$5,160

Down $236 (-4.4%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin94th percentile

Revenue

Up

$440,953

Up $147,369 (+50%) from 2013

Expenses

Up

$169,435

Up $50,189 (+42%) from 2013

Net Income

Up

$271,518

Up $97,180 (+56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $220,656Liabilities 2011: $1,7522011Assets 2012: $840,125Liabilities 2012: $7,808Net Assets 2012: $832,3172012Assets 2013: $467,258Liabilities 2013: $5,396Net Assets 2013: $461,8622013Assets 2014: $720,620Liabilities 2014: $5,160Net Assets 2014: $715,4602014Assets 2015: $819,168Liabilities 2015: $120Net Assets 2015: $819,0482015Assets 2016: $978,273Liabilities 2016: $3,255Net Assets 2016: $975,0182016Assets 2017: $1,108,953Liabilities 2017: $12,752Net Assets 2017: $1,096,2012017Assets 2018: $1,070,405Liabilities 2018: $9,294Net Assets 2018: $1,061,1112018Assets 2019: $1,255,531Liabilities 2019: $9,752Net Assets 2019: $1,245,7792019Assets 2020: $1,393,748Liabilities 2020: $9,223Net Assets 2020: $1,384,5252020Assets 2021: $1,724,611Liabilities 2021: $7,764Net Assets 2021: $1,716,8472021Assets 2022: $1,576,976Liabilities 2022: $8,709Net Assets 2022: $1,568,2672022Assets 2023: $1,683,184Liabilities 2023: $13,208Net Assets 2023: $1,669,9762023Assets 2024: $1,761,169Liabilities 2024: $14,388Net Assets 2024: $1,746,7812024

Highlighted filing

2014

Assets$720,620
Liabilities$5,160
Net Assets$715,460
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $180,540Expenses 2011: $86,656Net Income 2011: $93,8842011Expenses 2012: $113,8862012Revenue 2013: $293,584Expenses 2013: $119,246Net Income 2013: $174,3382013Revenue 2014: $440,953Expenses 2014: $169,435Net Income 2014: $271,5182014Revenue 2015: $329,141Expenses 2015: $213,404Net Income 2015: $115,7372015Revenue 2016: $308,174Expenses 2016: $169,983Net Income 2016: $138,1912016Revenue 2017: $228,522Expenses 2017: $172,160Net Income 2017: $56,3622017Revenue 2018: $231,619Expenses 2018: $186,685Net Income 2018: $44,9342018Revenue 2019: $235,266Expenses 2019: $157,901Net Income 2019: $77,3652019Revenue 2020: $230,341Expenses 2020: $147,646Net Income 2020: $82,6952020Revenue 2021: $358,783Expenses 2021: $146,380Net Income 2021: $212,4032021Revenue 2022: $199,143Expenses 2022: $143,031Net Income 2022: $56,1122022Revenue 2023: $154,387Expenses 2023: $174,262Net Income 2023: -$19,8752023Revenue 2024: $222,642Expenses 2024: $196,729Net Income 2024: $25,9132024

Highlighted filing

2014

Revenue$440,953
Expenses$169,435
Net Income$271,518
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$441,057
Mission and Program Overview

Mission

Shepherd's hand supports and improves the health and wellbeing of those in need through a weekly free medical and dental clinic, and an outreach clinic at a local homeless shelter. We serve those who are at or below 200% of the federal poverty level and are uninsured, and we provide prescription medications to allow their limited financial resources to be spent on other necessities. Through our community partnerships our patients are able to obtain lab, radiology, and specialty referrals at no cost. In 2022, we provided 466 patient visits for healthcare services. To further address health and wellbeing, we have instituted nonmedical caregiving services supporting seniors in our community with friendly visits, light housekeeping & home repairs, and respite for primary caregivers. Our programs are sustained through a corps of 90 individual volunteers who have provided 971 hoursof service in 2022.

Provide free medical & dental services for people living in the flathead valley who are at or below 200% of the federal poverty level and who do not have health insurance or are underinsured. Shepherd's hand also provides a free community meal and wellness program each week that is open to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$231,125$417,531▲ $186,406
Investments Other Securities$39,673$213,437▲ $173,764
Land, Buildings, and Equipment, Net$32,013$52,347▲ $20,334
Cash and Non-Interest-Bearing Accounts$149,447$37,305▼ $112,142
Accounts Receivable$15,000$0▼ $15,000
Total Assets$467,258$720,620▲ $253,362
Liabilities
Accounts Payable and Accrued Expenses$5,396$5,160▼ $236
Total Liabilities$5,396$5,160▼ $236
Net Assets / Fund Balance
Unrestricted Net Assets$422,189$502,023▲ $79,834
Permanently Rstr Net Assets$39,673$213,437▲ $173,764
Total Net Assets Fund Balance$461,862$715,460▲ $253,598
Total Liabilities and Net Assets / Fund Balance$467,258$720,620▲ $253,362

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,347$12,768$65,115
Other Securities$213,437--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$846,347$230,809▲ $52,681$21,929$1,100,139
2013$452,367$321,265▲ $78,914-$846,347
2012$181,135$250,278▲ $23,034-$452,367
2011$15,260$195,631▼ $5,364-$204,790
2010-$15,000▲ $260-$15,260
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Meg EricksonCOO/executive DirectorFT$39,971$39,971

Board Members and Trustees

NameTitle
Tony PattersonPresident
Sherry LesarVice-president
Jon JohnsonDirector
Matt CuffeDirector
Maura FieldsDirector
Jay EricksonVolunteer Medical Director
Rick SullivanFormer Treasurer
Shawn WattsSecretary
Jim CummingsVolunteer Community Meal C
Bridget WirthVolunteer Wellness Directo
Revenue and Support

Revenue Composition

Contributions and Grants
$429,355
Program Service Revenue
$80
Investment Income
$11,518
Other Revenue
$0
All Other Contributions
$429,355
Change in Net Assets
$271,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,272
Salaries, Compensation, and Employee Benefits$60,163
Total Fundraising Expense$14,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$27,980$5,996$5,995$39,971
Other Salaries and Wages$14,265--$14,265
Depreciation Depletion$8,680$565-$9,245
Advertising$3,994-$3,994$7,988
Office Expenses$4,736$630$1,534$6,900
Payroll Taxes$5,002$463$462$5,927
Fees for Services Other$5,752--$5,752
Fees for Services Accounting-$3,250-$3,250
Insurance$995$1,400-$2,395
Other Expenses$1,130-$2,396$1,130
Occupancy$1,001--$1,001
Fees for Service Investment Mgmnt Fees-$613-$613
All Other Expenses$595--$595
Information Technology$240--$240
Conferences and Meetings-$44-$44
Total Functional Expenses$142,093$12,961$14,381$169,435
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Meg erickson and jay erickson are married”

Form 990, Part VI, Section A, Line 8B

“Executive director takes notes for committee meetings but has not prepared formal minutes. The board has examined this policy and will recommend minutes be taken in the future.”

Form 990, Part VI, Section B, Line 11

“The 990 is presented to and reviewed by the board for approval prior to filing the 990.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
SHEPHERD'S HAND FREE CLINIC INC
EIN
37-1603581
Phone
4068620456
Address
5150 RIVER LAKES PARKWAY, WHITEFISH, MT 59937

Signing Officer

Name
Meg Erickson
Title
COO/executive Director
Phone
4068620456
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meg Erickson
Formed
2010
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
6
Employees
3
Volunteers
200

Preparer

Firm
Jordahl & Sliter Pllc
Address
PO BOX 8600, KALISPELL, MT 59904-1600
Preparer
Justin P Sliter
Phone
4067521040
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Correction of prior year error - adoption of fas 136 for agency endowment held by third party -17,920.”

FORM 990, PART XII, LINE 1:

“The organization adopted fas 136 to report agency endowment held by the whitefish community foundation in 2013. The fund is held for the benefit of the organation but is the property of whitefish community foundation. In 2014 the organization collected pledges that had been adjusted in the prior year resulting in a $17,920 reduction in the net assets of the organization.”

Financial Statement Notes

PART V, LINE 4:

“Income from endowments will be used to further the organization's exempt purpose.”

Raw XML AppendixShowing 400 of 457 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4VOLUNTEER COMMUNITY MEAL C
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0630
IRS990/OfficeExpensesGrp/ProgramServicesAmt04736
IRS990/OfficeExpensesGrp/TotalAmt06900
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-17920
IRS990/OtherExpensesGrp/Desc0PRESCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MEDICAL/WELLNESS EQUIPM
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3VOLUNTEER APPRECIATION
IRS990/OtherExpensesGrp/FundraisingAmt02396
IRS990/OtherExpensesGrp/ProgramServicesAmt034073
IRS990/OtherExpensesGrp/ProgramServicesAmt133008
IRS990/OtherExpensesGrp/ProgramServicesAmt2642
IRS990/OtherExpensesGrp/ProgramServicesAmt31130
IRS990/OtherExpensesGrp/TotalAmt034073
IRS990/OtherExpensesGrp/TotalAmt133008
IRS990/OtherExpensesGrp/TotalAmt23038
IRS990/OtherExpensesGrp/TotalAmt31130
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014265
IRS990/OtherSalariesAndWagesGrp/TotalAmt014265
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0462
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0463
IRS990/PayrollTaxesGrp/ProgramServicesAmt05002
IRS990/PayrollTaxesGrp/TotalAmt05927
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt039673
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0213437
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MEG ERICKSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FREE DENTAL CARE TO PEOPLE WITHOUT HEALTH INSURANCE IN THE FLATHEAD VALLEY WHO ARE AT OR BELOW 200% OF THE FEDERAL POVERTY LEVEL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027719
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE A FREE COMMUNITY MEAL EACH WEEK THAT IS OPEN TO THE PUBLIC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0292131
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01328
IRS990/PYOtherExpensesAmt067908
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0125
IRS990/PYRevenuesLessExpensesAmt0174338
IRS990/PYSalariesCompEmpBnftPaidAmt051338
IRS990/PYTotalExpensesAmt0119246
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0293584
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0271518
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt080
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0231125
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0417531
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0429355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0292131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0448158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0216958
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt087219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01473821
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011622
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04630
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030630
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0205
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01201956
IRS990ScheduleA/SubstantialContributorsTotAmt0271865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0429355
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0292131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0448158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0216958
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt087219
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01473821
IRS990ScheduleA/TotalSupportAmt01504451
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/BoardDesignatedBalanceEOYPct00.19400
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt07769
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0846347
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0230809
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01100139
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt052681
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt021929
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06199
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0452367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0321265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0846347
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078914
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0181135
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0250278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0452367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015260
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0195631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0204790
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5364
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015260
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0260
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt052347
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012768
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt065115
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0213437
IRS990ScheduleD/OtherSecuritiesGrp/Desc0QUASI-ENDOWMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80600
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM ENDOWMENTS WILL BE USED TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052347
IRS990ScheduleD/TotalBookValueSecuritiesAmt0213437
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEG ERICKSON AND JAY ERICKSON ARE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE DIRECTOR TAKES NOTES FOR COMMITTEE MEETINGS BUT HAS NOT PREPARED FORMAL MINUTES. THE BOARD HAS EXAMINED THIS POLICY AND WILL RECOMMEND MINUTES BE TAKEN IN THE FUTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PRESENTED TO AND REVIEWED BY THE BOARD FOR APPROVAL PRIOR TO FILING THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CORRECTION OF PRIOR YEAR ERROR - ADOPTION OF FAS 136 FOR AGENCY ENDOWMENT HELD BY THIRD PARTY -17,920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION ADOPTED FAS 136 TO REPORT AGENCY ENDOWMENT HELD BY THE WHITEFISH COMMUNITY FOUNDATION IN 2013. THE FUND IS HELD FOR THE BENEFIT OF THE ORGANATION BUT IS THE PROPERTY OF WHITEFISH COMMUNITY FOUNDATION. IN 2014 THE ORGANIZATION COLLECTED PLEDGES THAT HAD BEEN ADJUSTED IN THE PRIOR YEAR RESULTING IN A $17,920 REDUCTION IN THE NET ASSETS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0467258
IRS990/TotalAssetsEOYAmt0720620
IRS990/TotalAssetsGrp/BOYAmt0467258
IRS990/TotalAssetsGrp/EOYAmt0720620
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0429355
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014381
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142093
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169435
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05396
IRS990/TotalLiabilitiesEOYAmt05160
IRS990/TotalLiabilitiesGrp/BOYAmt05396

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$720,620
Liabilities
$5,160
Net assets
$715,460
Revenue
$440,953
Expenses
$169,435
Net income
$271,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.01$1.75$0.22$0.20$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.67$0.15$0.17$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.01$1.57$0.20$0.14$0.06
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.72$0.01$1.72$0.36$0.15$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.23$0.15$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.01$1.25$0.24$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.23$0.19$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.01$1.10$0.23$0.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.31$0.17$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.33$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.72$0.44$0.17$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.29$0.12$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.01$0.83$0.11
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.18$0.09$0.09
Peer Organizations

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