Civic Intelligence

K Louise Bardwell Memorial

EIN 45-6976512 • Great Falls, MT

PO Box 2309Great Falls, MT 59403-2309
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,500

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

65th percentile

5.0%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

113%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$186,551

Up $8,949 (+5.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$186,551

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin87th percentile

Revenue

Up

$18,760

Up $9,935 (+113%) from 2023

Expenses

Down

$10,811

Down $514 (-4.5%) from 2023

Net Income

Up

$7,949

Up $10,449 (+418%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $199,997Liabilities 2012: $02012Assets 2013: $204,694Liabilities 2013: $12013Assets 2014: $209,304Liabilities 2014: $0Net Assets 2014: $209,3042014Assets 2015: $203,030Liabilities 2015: $12015Assets 2016: $194,489Liabilities 2016: $0Net Assets 2016: $194,4892016Assets 2017: $190,490Liabilities 2017: $0Net Assets 2017: $190,4902017Assets 2018: $185,025Liabilities 2018: $0Net Assets 2018: $185,0252018Assets 2019: $177,231Liabilities 2019: $0Net Assets 2019: $177,2312019Assets 2020: $177,856Liabilities 2020: $0Net Assets 2020: $177,8562020Assets 2021: $187,051Liabilities 2021: $12021Assets 2022: $180,102Liabilities 2022: $0Net Assets 2022: $180,1022022Assets 2023: $177,602Liabilities 2023: $12023Assets 2024: $186,551Liabilities 2024: $0Net Assets 2024: $186,5512024

Highlighted filing

2024

Assets$186,551
Liabilities$0
Net Assets$186,551
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $202,360Expenses 2012: $2,363Net Income 2012: $199,9972012Revenue 2013: $9,752Expenses 2013: $5,055Net Income 2013: $4,6972013Revenue 2014: $14,841Expenses 2014: $10,231Net Income 2014: $4,6102014Revenue 2015: $12,581Expenses 2015: $18,855Net Income 2015: -$6,2742015Revenue 2016: $7,748Expenses 2016: $16,289Net Income 2016: -$8,5412016Revenue 2017: $13,695Expenses 2017: $17,701Net Income 2017: -$4,0062017Revenue 2018: $14,921Expenses 2018: $20,386Net Income 2018: -$5,4652018Revenue 2019: $12,310Expenses 2019: $20,104Net Income 2019: -$7,7942019Revenue 2020: $13,813Expenses 2020: $13,343Net Income 2020: $4702020Revenue 2021: $19,438Expenses 2021: $10,243Net Income 2021: $9,1952021Revenue 2022: $6,376Expenses 2022: $13,325Net Income 2022: -$6,9492022Revenue 2023: $8,825Expenses 2023: $11,325Net Income 2023: -$2,5002023Revenue 2024: $18,760Expenses 2024: $10,811Net Income 2024: $7,9492024

Highlighted filing

2024

Revenue$18,760
Expenses$10,811
Net Income$7,949
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,551
Liabilities
$0
Net assets
$186,551
Revenue
$18,760
Expenses
$10,811
Net income
$7,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.19$0.11$0.08
2023Summary only. Only limited summary data is available for this year.$1.78$0.00$0.09$0.11$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.06$0.13$0.07
2021Summary only. Only limited summary data is available for this year.$1.87$0.00$0.19$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.13$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.12$0.20$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.15$0.20$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.14$0.18$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.08$0.16$0.09
2015Summary only. Only limited summary data is available for this year.$2.03$0.00$0.13$0.19$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.15$0.10$0.05
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.10$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$2.02$0.02$2.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D A DAVIDSON TRUST COTrusteePT$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
K Louise Bardwell Irrevocable Trust
EIN
45-6976512
Phone
4062683062
Address
PO BOX 2309, GREAT FALLS, MT 59403-2309

Signing Officer

Name
Becky Fink
Title
Trustee
Phone
4062683062
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Pinion LLC
Address
1821 SOUTH AVENUE WEST 5TH FLOOR, MISSOULA, MT 59801
Preparer
Megan Adams
Phone
4067217800
Raw XML Appendix321 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/EOYBookValueAmt083214
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITY
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF MONTANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF MONTANA WESTERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt032 CAMPUS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1710 S ATLANTIC ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DILLON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159725
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07379
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010592
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07839
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01911
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01123
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07379
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06537
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09750
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0430
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01290
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0430
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0210
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0TAX ESTIMATES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0107
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0107
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0485
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADMINISTRATIVE EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0485
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt116
TaxesSchedule/TaxesDetail/Amt0103
TaxesSchedule/TaxesDetail/Amt169
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt169
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY FINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04062683062
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0K LOUISE BARDWELL IRREVOCABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY EDUCATION SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0KLOU
ReturnHeader/Filer/EIN0456976512
ReturnHeader/Filer/PhoneNum04062683062
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2309
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0594032309
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01821 SOUTH AVENUE WEST 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059801
ReturnHeader/PreparerPersonGrp/PhoneNum04067217800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN ADAMS
ReturnHeader/ReturnTs02025-05-02T00:11:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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