Civic Intelligence

Assist - Flathead Valley

990EZ • Fiscal year 2016 • EIN 46-2669324

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.ASSISTFLATHEAD.ORG
310 Sunnyview LaneKalispell, MT 59901

(406) 257-7187

Siviq Scores

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

Liabilities / Assets

96th percentile

1.48x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

4.11x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-138%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

99th percentile

5233%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

185%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$475,730

Up $466,810 (+5233%) from 2015

Net Assets

Down

-$227,445

Down $236,365 (-2650%) from 2015

Liabilities

Up

$703,175

Up $703,175 from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin4th percentile

Revenue

Up

$171,115

Up $111,115 (+185%) from 2015

Expenses

Up

$407,480

Up $349,828 (+607%) from 2015

Net Income

Down

-$236,365

Down $238,713 (-10167%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2016

Assets$475,730
Liabilities$703,175
Net Assets-$227,445
Open 2016 Filing

Operations Trend

Revenue Growth96th 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

2016

Revenue$171,115
Expenses$407,480
Net Income-$236,365
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$171,115
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$407,480
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANDY POKORNYSecretary-$82,839$22,334$105,173
JANE L EMMERTDirectorFT$47,275$20,487$67,762
CURTIS M LUNDPresident-$0--
DEBORAH WILSONVice President-$0--
Filing and Contact Details

Filer

Filer Name
Assist-flathead Valley
EIN
46-2669324
Phone
4062577187
Address
310 SUNNYVIEW LANE, KALISPELL, MT 59901

Signing Officer

Name
Curtis Lund
Title
Vice President
Phone
4062577187
Signed
2017-11-15
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: supplies. Amount: 32,242. Description: travel. Amount: 6,116. Total to form 990-ez, line 16: 38,358.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: construction in progress. Beg. Of year amount: 0. End of year amount: 475,730.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to affiliate. Beg. Of year amount: 0. End of year amount: 703,175.”

Raw XML Appendix161 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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IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04062577187
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0310 SUNNYVIEW LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALISPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08920
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0171115
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-236365
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-227445
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-227445
IRS990EZ/OccupancyRentUtltsAndMaintAmt025636
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt347275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt222334
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt320487
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CURTIS M LUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MANDY POKORNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANE L EMMERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0475730
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt038358
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONNECTING PATIENTS RECOVERING FROM ILLNESS OR INJURY (CARE RECEIVERS) WITH THE AVAILABLE RESOURCES TO REGAIN THEIR HEALTH & INDEPENDENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0407480
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0342523
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0703175
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0407480
IRS990EZ/TotalRevenueAmt0171115
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ASSISTFLATHEAD.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0KALISPELL REGIONAL MEDICAL CENTER, EIN 23-7293874 KALISPELL REGIONAL MEDICAL CENTER TOOK CONTROL AND BECAME A MEMBER OF ASSIST-FLATHEAD VALLEY IN 2016 UNDER THE AUTHORITY OF ASSIST-FLATHEAD VALLEY'S ORGANIZING DOCUMENT, AMENDED IN 2016.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 5A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0171115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0312389
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt0191861
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0171115
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0312389
IRS990ScheduleA/TotalSupportAmt0312389
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: SUPPLIES. AMOUNT: 32,242. DESCRIPTION: TRAVEL. AMOUNT: 6,116. TOTAL TO FORM 990-EZ, LINE 16: 38,358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONSTRUCTION IN PROGRESS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 475,730.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO AFFILIATE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 703,175.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CURTIS LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062577187
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSIST-FLATHEAD VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0ASSI
ReturnHeader/Filer/EIN0462669324
ReturnHeader/Filer/PhoneNum04062577187
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 SUNNYVIEW LANE
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05CCD8FDE403DAA081E9C2C167E1A777A3B8F5D18
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.123.199.66
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:37:41
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/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN P SLITER
ReturnHeader/ReturnTs02017-11-15T14:41:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$475,730
Liabilities
$703,175
Net assets
-$227,445
Revenue
$171,115
Expenses
$407,480
Net income
-$236,365
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