Civic Intelligence

The West Mont Foundation

990 • Fiscal year 2016 • EIN 46-0466591

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 12, 2016

Organization ProfileWWW.WESTMONT.ORG
2708 Bozeman AvenueHelena, MT 59601

(406) 447-3100

Siviq Scores

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

Liabilities / Assets

57th percentile

0.25x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

2.95x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

32nd percentile

-2.3%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$110,635

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

8.6%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$9,345,693

Down $194,131 (-2.0%) from 2015

Net Assets

Down

$7,046,508

Down $152,707 (-2.1%) from 2015

Liabilities

Down

$2,299,185

Down $41,424 (-1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin32nd percentile

Revenue

Up

$780,390

Up $61,759 (+8.6%) from 2015

Expenses

Up

$797,953

Up $44,499 (+5.9%) from 2015

Net Income

Up

-$17,563

Up $17,260 (+50%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 2010: $6,808,729Liabilities 2010: $1,895,269Net Assets 2010: $4,913,4602010Assets 2011: $8,522,107Liabilities 2011: $2,921,430Net Assets 2011: $5,600,6772011Assets 2012: $8,678,852Liabilities 2012: $2,611,311Net Assets 2012: $6,067,5412012Assets 2013: $9,607,527Liabilities 2013: $2,517,764Net Assets 2013: $7,089,7632013Assets 2014: $9,784,794Liabilities 2014: $2,438,608Net Assets 2014: $7,346,1862014Assets 2015: $9,539,824Liabilities 2015: $2,340,609Net Assets 2015: $7,199,2152015Assets 2016: $9,345,693Liabilities 2016: $2,299,185Net Assets 2016: $7,046,5082016Assets 2017: $10,929,762Liabilities 2017: $2,538,721Net Assets 2017: $8,391,0412017Assets 2018: $11,233,574Liabilities 2018: $2,115,442Net Assets 2018: $9,118,1322018Assets 2019: $11,200,973Liabilities 2019: $1,989,663Net Assets 2019: $9,211,3102019Assets 2020: $11,981,206Liabilities 2020: $1,920,704Net Assets 2020: $10,060,5022020Assets 2021: $12,851,340Liabilities 2021: $1,787,191Net Assets 2021: $11,064,1492021Assets 2022: $11,848,387Liabilities 2022: $986,533Net Assets 2022: $10,861,8542022Assets 2023: $12,250,611Liabilities 2023: $880,295Net Assets 2023: $11,370,3162023Assets 2024: $12,532,596Liabilities 2024: $769,691Net Assets 2024: $11,762,9052024Assets 2025: $12,968,606Liabilities 2025: $691,836Net Assets 2025: $12,276,7702025

Highlighted filing

2016

Assets$9,345,693
Liabilities$2,299,185
Net Assets$7,046,508
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $447,1722010Revenue 2011: $895,207Expenses 2011: $532,439Net Income 2011: $362,7682011Revenue 2012: $443,703Expenses 2012: $643,657Net Income 2012: -$199,9542012Expenses 2013: $757,0532013Revenue 2014: $624,274Expenses 2014: $694,252Net Income 2014: -$69,9782014Revenue 2015: $718,631Expenses 2015: $753,454Net Income 2015: -$34,8232015Revenue 2016: $780,390Expenses 2016: $797,953Net Income 2016: -$17,5632016Revenue 2017: $1,702,460Expenses 2017: $631,147Net Income 2017: $1,071,3132017Revenue 2018: $1,271,384Expenses 2018: $656,506Net Income 2018: $614,8782018Revenue 2019: $883,641Expenses 2019: $846,757Net Income 2019: $36,8842019Revenue 2020: $1,587,349Expenses 2020: $704,046Net Income 2020: $883,3032020Revenue 2021: $704,619Expenses 2021: $678,234Net Income 2021: $26,3852021Revenue 2022: $1,372,445Expenses 2022: $743,233Net Income 2022: $629,2122022Revenue 2023: $958,595Expenses 2023: $748,767Net Income 2023: $209,8282023Revenue 2024: $662,315Expenses 2024: $753,436Net Income 2024: -$91,1212024Revenue 2025: $858,931Expenses 2025: $753,992Net Income 2025: $104,9392025

Highlighted filing

2016

Revenue$780,390
Expenses$797,953
Net Income-$17,563
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 12, 2016
Return Version
2015v2.1
Gross Receipts
$809,486
Mission and Program Overview

Mission

The west mont foundation is a single purpose foundation which was developed in 2002 to support the operating company, west mont.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,045,193$4,885,607▼ $159,586
Savings and Temporary Cash Investments$3,617,907$3,663,388▲ $45,481
Other Notes and Loans Receivable, Net$804,055$753,876▼ $50,179
Accounts Receivable$3,126$21,628▲ $18,502
Cash and Non-Interest-Bearing Accounts$69,543$21,194▼ $48,349
Total Assets$9,539,824$9,345,693▼ $194,131
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,327,408$2,233,549▼ $93,859
Accounts Payable and Accrued Expenses$35$52,470▲ $52,435
Other Liabilities$12,816$12,816→ $0
Deferred Revenue$350$350→ $0
Total Liabilities$2,340,609$2,299,185▼ $41,424
Net Assets / Fund Balance
Unrestricted Net Assets$6,677,980$6,546,444▼ $131,536
Permanently Rstr Net Assets$450,636$436,932▼ $13,704
Temporarily Rstr Net Assets$70,599$63,132▼ $7,467
Total Net Assets Fund Balance$7,199,215$7,046,508▼ $152,707
Total Liabilities and Net Assets / Fund Balance$9,539,824$9,345,693▼ $194,131

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,365,330$2,486,647$6,851,977
Land$515,840-$515,840
Equipment$0$61,103$61,103
Other Land Buildings$4,437-$4,437

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$450,636-▼ $13,704-$436,932
2014$450,509-▲ $127-$450,636
2013$404,032-▲ $46,477-$450,509
2012$327,992-▲ $76,040-$404,032
2011$333,570-▼ $5,578-$327,992
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kristin BakulaPresidentPT$110,635$110,635

Board Members and Trustees

NameTitle
Greg PaceChair
Sarah JaegerVice-chair
Andrew PidaDirector
Bill EikerDirector
David PerettoDirector
John BettsDirector
Larry FasbenderDirector
Lin OlsonDirector
Loren BrownDirector
Mike BillingsDirector
Carl TanbergDirector-advisory
Revenue and Support

Revenue Composition

Contributions and Grants
$116,610
Program Service Revenue
$493,798
Investment Income
$147,600
Other Revenue
$22,382
All Other Contributions
$68,438
Change in Net Assets
$-17,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$797,953
Total Fundraising Expense$118,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$127,669$31,917-$159,586
Interest$72,849$24,283-$97,132
Insurance$44,255$11,764-$56,019
Fees for Services Other$3,613$32,516-$36,129
Occupancy$27,338$5,398-$32,736
Office Expenses$3,410$16,059$3,495$22,964
Fees for Services Accounting$367$3,303-$3,670
Other Expenses$1,187$841$445$2,473
Conferences and Meetings$1,902$506$37$2,445
Advertising-$461$1,075$1,536
Information Technology-$1,290-$1,290
All Other Expenses$274-$629$903
Fees for Services Legal$460$115-$575
Travel$3$29-$32
Total Functional Expenses$398,722$281,081$118,150$797,953
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,478
Fundraising Direct Expenses$29,096
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Days$99,503$51,478$3,842$47,636
Total Events$99,503$51,478$29,096$22,382
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Melodee House$12,816
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, Part VI, Section B, Line 11

“Board members are presented with a copy of auditors agreed upon procedures as well as any state or federal audits. The board participates in audit exit interviews. Form 990 is outsourced to a cpa firm for preparation and reviewed by the president and financial director. Form 990 and year-end financials are approved by the board after the presentation by auditors of agreed upon procedures.”

Form 990, Part VI, Section B, Line 12C

“All board members are required to follow the conflict of interest policy as set forth by the organization. Board members are required to review and update a conflict of interest statement annually ensuring they are still in compliance with the policy.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request.”

Form 990 Part VII A 1A B

“Average hours per week for related organization: the president spends an average of 50% of total hours per week attributed to the foundation and the remaining 50% is spent on west mont (related organization).”

Filing and Contact Details

Filer

Filer Name
The West Mont Foundation
EIN
46-0466591
Phone
4064473100
Address
2708 BOZEMAN AVENUE, HELENA, MT 59601

Signing Officer

Name
Kristin Bakula
Title
President
Phone
4064473100
Signed
2016-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Bakula
Formed
2002
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
60

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Suzanne M Severin
Phone
4064421040
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2:

“The west mont foundation has annual agreed upon procedures conducted in accordance with attestation standards established by the american institute of certified public accountants. These procedures focus on specific areas to give the board added assurance that the organization is following procedures set by the board. The procedures include: verifying the cash, investment and loan balances as of the fiscal year end.”

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IRS990/Desc0IN ADDITION TO HOLDING THE MAJORITY OF RESIDENTIAL AND VOCATIONAL PROPERTIES OCCUPIED BY THE CLIENTS SERVED BY WEST MONT, THE FOUNDATION ALSO IS THE MAJOR FUND-RAISING ENTITY. THE LARGEST FUND-RAISING ACTIVITY IS HARVEST DAYS A TWO DAY EVENT HELD IN SEPTEMBER. THE FOUNDATION IS GOVERNED BY A 10 PERSON BOARD OF DIRECTORS WHO MEET QUARTERLY WITH THEIR ANNUAL MEETING GENERALLY HELD IN FEBRUARY. CURRENTLY FOUR (4) OF THE DIRECTORS ARE ALSO MEMBERS OF THE WEST MONT BOARD, SO INFORMATION IS ALWAYS SHARED BETWEEN BOTH COMPANIES ALTHOUGH ELECTIONS, MEETINGS, MINUTES, FINANCIALS, ETC., ARE ALL CONDUCTED SEPARATELY. THE FOUNDATION FUNDS ONE FULL TIME DIRECTOR OF DEVELOPMENT AND ALSO REIMBURSES A PERCENTAGE OF SALARY FOR SEVERAL OF THE WEST MONT ADMINISTRATIVE STAFF FOR THEIR TIME SPENT ON FOUNDATION ACTIVITIES. BOTH THE FOUNDATION AND WEST MONT BOARDS PARTICIPATE IN THE ANNUAL EVALUATION OF THE COMPANY PRESIDENT.
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IRS990/InvestmentIncomeGrp/ExclusionAmt0147600
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0147600
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02547750
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05045193
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04885607
IRS990/LandBldgEquipCostOrOtherBssAmt07433357
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WEST MONT FOUNDATION IS A SINGLE PURPOSE FOUNDATION WHICH WAS DEVELOPED IN 2002 TO SUPPORT THE OPERATING COMPANY, WEST MONT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02327408
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02233549
IRS990/NetAssetsOrFundBalancesBOYAmt07199215
IRS990/NetAssetsOrFundBalancesEOYAmt07046508
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt022382
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt022382
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-135144
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05398
IRS990/OccupancyGrp/ProgramServicesAmt027338
IRS990/OccupancyGrp/TotalAmt032736
IRS990/OfficeExpensesGrp/FundraisingAmt03495
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016059
IRS990/OfficeExpensesGrp/ProgramServicesAmt03410
IRS990/OfficeExpensesGrp/TotalAmt022964
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SUPPORT
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/Desc2DONATION EXPENSES
IRS990/OtherExpensesGrp/Desc3PUBLIC RELATIONS
IRS990/OtherExpensesGrp/FundraisingAmt0112469
IRS990/OtherExpensesGrp/FundraisingAmt1445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0137157
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112737
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22705
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3841
IRS990/OtherExpensesGrp/ProgramServicesAmt0115094
IRS990/OtherExpensesGrp/ProgramServicesAmt1301
IRS990/OtherExpensesGrp/ProgramServicesAmt21187
IRS990/OtherExpensesGrp/TotalAmt0364720
IRS990/OtherExpensesGrp/TotalAmt112737
IRS990/OtherExpensesGrp/TotalAmt23006
IRS990/OtherExpensesGrp/TotalAmt32473
IRS990/OtherLiabilitiesGrp/BOYAmt012816
IRS990/OtherLiabilitiesGrp/EOYAmt012816
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0804055
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0753876
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0450636
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0436932
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KRISTIN BAKULA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0483034
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0483034
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071462
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0178770
IRS990/PYOtherExpensesAmt0753454
IRS990/PYOtherRevenueAmt018965
IRS990/PYProgramServiceRevenueAmt0449434
IRS990/PYRevenuesLessExpensesAmt0-34823
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0753454
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0718631
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-17563
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0493798
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03617907
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03663388
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CONTROL AND MANAGEMENT OF THE ORGANIZATION IS MAINTAINED WITH WEST MONT, THE SUPPORTED ORGANIZATION THROUGH THE ORGANIZATIONAL DOCUMENTS. WEST MONT APPOINTS THE BOARD OF DIRECTORS AND OFFICERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULA A, SECTION C. TYPE II SUPPORTING ORGANZATION
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt0347722
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810402506
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt0347722
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0204537
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WEST MONT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0204537
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/BuildingsGrp/BookValueAmt04365330
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02486647
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06851977
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0450636
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0436932
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13704
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0450509
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0450636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0127
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0404032
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0450509
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046477
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0327992
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0404032
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt076040
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0333570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0327992
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5578
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061103
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061103
IRS990ScheduleD/LandGrp/BookValueAmt0515840
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0515840
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04437
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04437
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MELODEE HOUSE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04885607
IRS990ScheduleD/TotalLiabilityAmt012816
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt048025
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt048025
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029096
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02944
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02944
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HARVEST DAYS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014689
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt099503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099503
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051478
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051478
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022382
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01060
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01060
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03842
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03842
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06561

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,345,693
Liabilities
$2,299,185
Net assets
$7,046,508
Revenue
$780,390
Expenses
$797,953
Net income
-$17,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.0$0.69$12.3$0.86$0.75$0.10
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.77$11.8$0.66$0.75$0.09
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.88$11.4$0.96$0.75$0.21
2022Detailed filing. Detailed filing data is available for this year.$11.8$0.99$10.9$1.37$0.74$0.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$1.79$11.1$0.70$0.68$0.03
2020Detailed filing. Detailed filing data is available for this year.$12.0$1.92$10.1$1.59$0.70$0.88
2019Detailed filing. Detailed filing data is available for this year.$11.2$1.99$9.21$0.88$0.85$0.04
2018Detailed filing. Detailed filing data is available for this year.$11.2$2.12$9.12$1.27$0.66$0.61
2017Detailed filing. Detailed filing data is available for this year.$10.9$2.54$8.39$1.70$0.63$1.07
2016Detailed filing. Detailed filing data is available for this year.$9.35$2.30$7.05$0.78$0.80$0.02
2015Detailed filing. Detailed filing data is available for this year.$9.54$2.34$7.20$0.72$0.75$0.03
2014Detailed filing. Detailed filing data is available for this year.$9.78$2.44$7.35$0.62$0.69$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.61$2.52$7.09$0.76
2012Summary only. Only limited summary data is available for this year.$8.68$2.61$6.07$0.44$0.64$0.20
2011Summary only. Only limited summary data is available for this year.$8.52$2.92$5.60$0.90$0.53$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$1.90$4.91$0.45