Civic Intelligence

Assist - Flathead Valley

990EZ • Fiscal year 2015 • EIN 46-2669324

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization ProfileWWW.ASSISTFLATHEAD.ORG
3030 Airport RdKalispell, MT 59901

(406) 257-7187

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$38,625

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 64.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$8,920

Up $2,348 (+36%) from 2014

Net Assets

Up

$8,920

Up $2,348 (+36%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin52nd percentile

Revenue

Down

$60,000

Down $13,274 (-18%) from 2014

Expenses

Down

$57,652

Down $10,050 (-15%) from 2014

Net Income

Down

$2,348

Down $3,224 (-58%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2014: $6,572Liabilities 2014: $0Net Assets 2014: $6,5722014Assets 2015: $8,920Liabilities 2015: $0Net Assets 2015: $8,9202015Assets 2016: $475,730Liabilities 2016: $703,175Net Assets 2016: -$227,4452016Assets 2017: $472,130Liabilities 2017: $3,660Net Assets 2017: $468,4702017Assets 2018: $469,070Liabilities 2018: $600Net Assets 2018: $468,4702018Assets 2019: $468,890Liabilities 2019: $420Net Assets 2019: $468,4702019Assets 2020: $442,082Liabilities 2020: $27,746Net Assets 2020: $414,3362020Assets 2021: $416,537Liabilities 2021: $1,745Net Assets 2021: $414,7922021Assets 2022: $351,021Liabilities 2022: $0Net Assets 2022: $351,0212022Assets 2023: $368,368Liabilities 2023: $976,077Net Assets 2023: -$607,7092023Assets 2024: $286,595Liabilities 2024: $2,643,653Net Assets 2024: -$2,357,0582024

Highlighted filing

2015

Assets$8,920
Liabilities$0
Net Assets$8,920
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $73,274Expenses 2014: $67,702Net Income 2014: $5,5722014Revenue 2015: $60,000Expenses 2015: $57,652Net Income 2015: $2,3482015Revenue 2016: $171,115Expenses 2016: $407,480Net Income 2016: -$236,3652016Revenue 2017: $742,483Expenses 2017: $742,483Net Income 2017: $02017Revenue 2018: $203,964Expenses 2018: $203,964Net Income 2018: $02018Revenue 2019: $840,476Expenses 2019: $840,476Net Income 2019: $02019Revenue 2020: $44,048Expenses 2020: $877,554Net Income 2020: -$833,5062020Revenue 2021: $62,818Expenses 2021: $979,199Net Income 2021: -$916,3812021Revenue 2022: $5,950Expenses 2022: $1,045,574Net Income 2022: -$1,039,6242022Revenue 2023: $145,229Expenses 2023: $1,103,959Net Income 2023: -$958,7302023Revenue 2024: $183,846Expenses 2024: $1,089,939Net Income 2024: -$906,0932024

Highlighted filing

2015

Revenue$60,000
Expenses$57,652
Net Income$2,348
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$60,000
Mission and Program Overview

Mission

Connecting patients recovering from illness or injury (care receivers) with the available resources to regain their health & independence

Program Services

DescriptionGrantsExpenses
CONNECTING PATIENTS RECOVERING FROM ILLNESS OR INJURY (CARE RECEIVERS) WITH THE AVAILABLE RESOURCES TO REGAIN THEIR HEALTH & INDEPENDENCE$0$45,386
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE L EMMERTMedical DirectorFT$37,500$1,125$38,625
JENNIFER SCHAFFNERSecretary-$0--
CURTIS M LUNDPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Assist - Flathead Valley
EIN
46-2669324
Phone
4062577187
Address
3030 AIRPORT RD, KALISPELL, MT 59901

Signing Officer

Name
Curtis Lund
Title
President
Phone
4062577187
Signed
2016-08-11
Discuss with paid preparer
Yes

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-ez, Part I, Line 16 - Other Expenses

“Description: payroll taxes. Amount: 7,147. Description: other expense. Amount: 8,528. Total to form 990-ez, line 16: 15,675.”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04062577187
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03030 AIRPORT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALISPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08920
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt060000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02348
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03052
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06572
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08920
IRS990EZ/GrossReceiptsAmt060000
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06572
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08920
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06572
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08920
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt216.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt137500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt11125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER SCHAFFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANE L EMMERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CURTIS M LUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEDICAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt015675
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CONNECTING PATIENTS RECOVERING FROM ILLNESS OR INJURY (CARE RECEIVERS) WITH THE AVAILABLE RESOURCES TO REGAIN THEIR HEALTH & INDEPENDENCE
IRS990EZ/PrintingPublicationsPostageAmt0300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONNECTING PATIENTS RECOVERING FROM ILLNESS OR INJURY (CARE RECEIVERS) WITH THE AVAILABLE RESOURCES TO REGAIN THEIR HEALTH & INDEPENDENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045386
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt038625
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057652
IRS990EZ/TotalProgramServiceExpensesAmt045386
IRS990EZ/TotalRevenueAmt060000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ASSISTFLATHEAD.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt073274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0141274
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt013900
IRS990ScheduleA/SubstantialContributorsTotAmt0127374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0141274
IRS990ScheduleA/TotalSupportAmt0141274
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYROLL TAXES. AMOUNT: 7,147. DESCRIPTION: OTHER EXPENSE. AMOUNT: 8,528. TOTAL TO FORM 990-EZ, LINE 16: 15,675.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CURTIS LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062577187
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSIST - FLATHEAD VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0ASSI
ReturnHeader/Filer/EIN0462669324
ReturnHeader/Filer/PhoneNum04062577187
ReturnHeader/Filer/USAddress/AddressLine1Txt03030 AIRPORT RD
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059901
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/PreparationDt02016-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN P SLITER
ReturnHeader/ReturnTs02016-08-11T16:46:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,920
Liabilities
$0
Net assets
$8,920
Revenue
$60,000
Expenses
$57,652
Net income
$2,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$2.64$2.36$0.18$1.09$0.91
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.98$0.61$0.15$1.10$0.96
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.01$1.05$1.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.41$0.06$0.98$0.92
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.03$0.41$0.04$0.88$0.83
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.84$0.84$0.00
2018Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.20$0.20$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.74$0.74$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.70$0.23$0.17$0.41$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.07$0.07$0.01