Civic Intelligence

Hatlen Foundation

990PF • Fiscal year 2023 • EIN 41-1659552

Dec 01, 2022 to Nov 30, 2023 • Filed on Jul 23, 2024

Organization Profile
PO Box 2825Bigfork, MT 59911-2801

(612) 723-2455

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

5.9%

Faster asset growth than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-91%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$338,966

Up $18,784 (+5.9%) from 2022

Net Assets

Up

$338,966

Up $18,784 (+5.9%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin79th percentile

Revenue

Down

$37,287

Down $400,356 (-91%) from 2022

Expenses

Down

$27,391

Down $38,881 (-59%) from 2022

Net Income

Down

$9,896

Down $361,475 (-97%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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: $0Net Assets 2021: $32,3592021Assets 2022: $320,182Liabilities 2022: $0Net Assets 2022: $320,1822022Assets 2023: $338,966Liabilities 2023: $1Net Assets 2023: $338,9662023Assets 2024: $388,528Liabilities 2024: $0Net Assets 2024: $388,5282024Assets 2025: $374,779Liabilities 2025: $0Net Assets 2025: $374,7792025

Highlighted filing

2023

Assets$338,966
Liabilities$1
Net Assets$338,966
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$37,287
Expenses$27,391
Net Income$9,896
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jul 23, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY HATLENPresident-$0--
KARI HATLENVice President-$0--
ROE HATLENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hatlen Foundation
EIN
41-1659552
Phone
6127232455
Address
PO BOX 2825, BIGFORK, MT 59911-2801

Signing Officer

Name
Roe Hatlen
Title
Treasurer
Phone
6127232455
Signed
2024-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Jordahl & Sliter Pllc
Address
PO BOX 8600, KALISPELL, MT 59904-1600
Preparer
Dan Chisholm
Phone
4067521040
Raw XML Appendix338 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0266572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TD AMERITRADE
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02689
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011577
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0338966
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015799
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015799
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015969
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0156
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BEVERLY HATLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KARI HATLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROE HATLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MAIN FOCUS IS EDUCATION (LEARNING DISABILITIES) SUPPORT. AWARDS VARY DEPENDING ON THE FOUNDATION'S ASSETS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING FOR THE EMPLOYEE GRATUITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDING FOR CONSERVATION AND STEWARDSHIP EFFORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUNDING FOR IMPROVEMENTS TO THE NAESETH LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNDING FOR EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FLATHEAD LAKERS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NORWEGIAN AMERICAN GENEALOGICAL CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MINNESOTA INDEPENDENCE COLLEGE & COMMUNITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2415 W MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37501 LOGAN AVE S NO 2A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KALISPELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POLSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355423
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015799
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011201
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011201
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011201
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROE HATLIN
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd059901
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02689
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027
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TaxesSchedule/TaxesDetail/Amt0364
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-23
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ReturnHeader/Filer/BusinessNameControlTxt0HATL
ReturnHeader/Filer/EIN0411659552
ReturnHeader/Filer/PhoneNum06127232455
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2825
ReturnHeader/Filer/USAddress/CityNm0BIGFORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0599112801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810497523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JORDAHL & SLITER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0599041600
ReturnHeader/PreparerPersonGrp/PhoneNum04067521040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN CHISHOLM
ReturnHeader/ReturnTs02024-07-24T11:49:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HATLEN
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$338,966
Liabilities
$1
Net assets
$338,966
Revenue
$37,287
Expenses
$27,391
Net income
$9,896
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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