Civic Intelligence

Hatlen Foundation

990PF • Fiscal year 2021 • EIN 41-1659552

Dec 01, 2020 to Nov 30, 2021 • Filed on Apr 04, 2022

Organization Profile
PO Box 2825Bigfork, MT 59911-2801

(161) 272-3245

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

20%

Higher net margin than 65% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

79th percentile

36%

Faster asset growth than 79% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$32,359

Up $8,491 (+36%) from 2020

Net Assets

$32,359

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin65th percentile

Revenue

Up

$18,338

Up $3,338 (+22%) from 2020

Expenses

Down

$14,600

Down $900 (-5.8%) from 2020

Net Income

Up

$3,738

Up $4,238 (+848%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$400K$300K$200K$100K$0Assets 2011: $35,684Liabilities 2011: $02011Assets 2012: $21,457Liabilities 2012: $02012Assets 2013: $30,512Liabilities 2013: $02013Assets 2014: $24,891Liabilities 2014: $02014Assets 2015: $30,945Liabilities 2015: $02015Assets 2019: $38,554Liabilities 2019: $02019Assets 2020: $23,868Liabilities 2020: $02020Assets 2021: $32,359Liabilities 2021: $1Net Assets 2021: $32,3592021Assets 2022: $320,182Liabilities 2022: $0Net Assets 2022: $320,1822022Assets 2023: $338,966Liabilities 2023: $0Net Assets 2023: $338,9662023Assets 2024: $388,528Liabilities 2024: $0Net Assets 2024: $388,5282024Assets 2025: $374,779Liabilities 2025: $0Net Assets 2025: $374,7792025

Highlighted filing

2021

Assets$32,359
Liabilities$1
Net Assets$32,359
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $778Expenses 2011: $29,778Net Income 2011: -$29,0002011Revenue 2012: $662Expenses 2012: $13,190Net Income 2012: -$12,5282012Revenue 2013: $20,262Expenses 2013: $12,752Net Income 2013: $7,5102013Revenue 2014: $40,306Expenses 2014: $48,079Net Income 2014: -$7,7732014Revenue 2015: $20,219Expenses 2015: $14,549Net Income 2015: $5,6702015Revenue 2019: $0Expenses 2019: $500Net Income 2019: -$5002019Revenue 2020: $15,000Expenses 2020: $15,500Net Income 2020: -$5002020Revenue 2021: $18,338Expenses 2021: $14,600Net Income 2021: $3,7382021Revenue 2022: $437,643Expenses 2022: $66,272Net Income 2022: $371,3712022Revenue 2023: $37,287Expenses 2023: $27,391Net Income 2023: $9,8962023Revenue 2024: $8,339Expenses 2024: $39,404Net Income 2024: -$31,0652024Revenue 2025: $16,494Expenses 2025: $31,966Net Income 2025: -$15,4722025

Highlighted filing

2021

Revenue$18,338
Expenses$14,600
Net Income$3,738
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Apr 4, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly HatlenPresident-$0--
Kari HatlenVice Predident-$0--
Roe HatlenSecretary Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hatlen Foundation
EIN
41-1659552
In Care Of
% Roe Hatlen
Address
PO BOX 2825, BIGFORK, MT 59911-2801

Signing Officer

Name
Roe Hatlen
Title
Treasurer
Signed
2022-04-04
Raw XML Appendix305 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
CashDistributionExplnStmt/ExplanationTxt0Excess distributions carried over to 2022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt026262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Publicly owned stock
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0341
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014600
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0341
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0341
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2003
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2003
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03738
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04753
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt023868
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum01612723245
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Supports the scholarship program of Minnesota Independence College and Community
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Bethlehem Lutheran Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Minnesota Life College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0603 S Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17501 Logan Ave S suite 2A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Kalispell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Richfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Eventyr Investments LP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 2825
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bigfork
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd059911
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04753
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Gifts received over contributions paid out
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum06127232455
ReturnHeader/BusinessOfficerGrp/PersonNm0Roe Hatlen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HATLEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HATL
ReturnHeader/Filer/EIN0411659552
ReturnHeader/Filer/ForeignPhoneNum01612723245
ReturnHeader/Filer/InCareOfNm0% Roe Hatlen
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2825
ReturnHeader/Filer/USAddress/CityNm0BIGFORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0599112801
ReturnHeader/ReturnTs02022-04-08T08:12:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,359
Liabilities
$1
Net assets
$32,359
Revenue
$18,338
Expenses
$14,600
Net income
$3,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.16$0.32$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.08$0.39$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.37$0.27$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$4.38$0.66$3.71
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.18$0.15$0.04
2020Summary only. Only limited summary data is available for this year.$0.24$0.00$0.15$0.16$0.01
2019Summary only. Only limited summary data is available for this year.$0.39$0.00$0.00$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$0.31$0.00$0.20$0.15$0.06
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$0.40$0.48$0.08
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.20$0.13$0.08
2012Summary only. Only limited summary data is available for this year.$0.21$0.00$0.01$0.13$0.13
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.01$0.30$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits