Civic Intelligence

Jefferson Valley Community Foundation

990EZ • Fiscal year 2016 • EIN 46-3196448

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 08, 2017

PO Box 144Whitehall, MT 59759

(406) 287-3787

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

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

Assets

Up

$34,677

Up $10,581 (+44%) from 2015

Net Assets

Up

$34,677

Up $10,581 (+44%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$47,094

Up $5,552 (+13%) from 2015

Expenses

Up

$36,513

Up $19,067 (+109%) from 2015

Net Income

Down

$10,581

Down $13,515 (-56%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $24,096Liabilities 2015: $0Net Assets 2015: $24,0962015Assets 2016: $34,677Liabilities 2016: $0Net Assets 2016: $34,6772016Assets 2017: $44,811Liabilities 2017: $0Net Assets 2017: $44,8112017Assets 2018: $36,142Liabilities 2018: $0Net Assets 2018: $36,1422018Assets 2019: $28,284Liabilities 2019: $0Net Assets 2019: $28,2842019Assets 2020: $33,172Liabilities 2020: $0Net Assets 2020: $33,1722020Assets 2021: $26,535Liabilities 2021: $2,750Net Assets 2021: $23,7852021Assets 2022: $72,265Liabilities 2022: $02022Assets 2023: $22,910Liabilities 2023: $0Net Assets 2023: $22,9102023Assets 2025: $120,856Liabilities 2025: $0Net Assets 2025: $120,8562025

Highlighted filing

2016

Assets$34,677
Liabilities$0
Net Assets$34,677

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $41,542Expenses 2015: $17,446Net Income 2015: $24,0962015Revenue 2016: $47,094Expenses 2016: $36,513Net Income 2016: $10,5812016Revenue 2017: $54,088Expenses 2017: $43,954Net Income 2017: $10,1342017Revenue 2018: $54,100Expenses 2018: $62,769Net Income 2018: -$8,6692018Revenue 2019: $51,654Expenses 2019: $59,512Net Income 2019: -$7,8582019Revenue 2020: $56,871Expenses 2020: $51,983Net Income 2020: $4,8882020Revenue 2021: $59,912Expenses 2021: $69,299Net Income 2021: -$9,3872021Revenue 2022: $104,514Expenses 2022: $56,783Net Income 2022: $47,7312022Revenue 2023: $40,345Expenses 2023: $89,700Net Income 2023: -$49,3552023Revenue 2025: $27,695Expenses 2025: $31,504Net Income 2025: -$3,8092025

Highlighted filing

2016

Revenue$47,094
Expenses$36,513
Net Income$10,581
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$86,439
Mission and Program Overview

Mission

A private, grassroots, hometown, permanent foundation to ensure that there will be a source of income now and in the future. This income will fund worthwhile community projects that improve the quality of life for the greater whitehall area citizens.

Program Services

DescriptionGrantsExpenses
PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS TO SUPPORT THEIR MISSION$15,312$16,514
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAMILLA BAYCROFTPresident-$0--
TIM MULLIGANTreasurer-$0--
TARA MASTELSecretary-$0--
KYLA RASUMSSENSIMONBoard Memeber-$0--
ROY MCBRIDEBoard Memeber-$0--
MARY HENSLEIGHBoard Memeber-$0--
JOHN KREISBoard Memeber-$0--
SHANNON SMITHBoard Memeber-$0--
AMY FRENCHBoard Memeber-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie and Blue Jeans Dinner$70,339$44,042$13,048$30,994
Talk About a Dream Book Sales$1,081$1,081$0$1,081
Total Events$71,420$45,123$25,635$19,488
Filing and Contact Details

Filer

Filer Name
Jefferson Valley Community Foundation
EIN
46-3196448
Phone
4062873787
Address
PO BOX 144, WHITEHALL, MT 59759

Signing Officer

Name
Tim Mulligan
Title
Treasurer
Phone
4062873787
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 748, BUTTE, MT 59703
Preparer
James E Woy
Phone
4067820451
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: montana community foundation dividends. Amount: 8,669.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: return of portion of 2014 grant whitehall ambulance service . Amount: 1,800.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community transportation. Grantee name: libery place/whitehall transportation. Grantee address: 373 west legion avenue whitehall, mt 59759. Date of gift: 10/16/15. Amount given: 2,750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community support. Grantee name: whitehall saddle club. Grantee address: po box 816 whitehall, mt 59759. Date of gift: 10/16/15. Amount given: 2,400.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: whitehall library. Grantee name: whitehall chamber of commerce. Grantee address: po box 72 whitehall, mt 59759. Date of gift: 10/16/15. Amount given: 2,600.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: community support. Grantee name: whitehall community center. Grantee address: 5 north division whitehall, mt 59759. Date of gift: 05/31/16. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: town of whitehall. Grantee name: whitehall pool commission. Grantee address: po bxo 529 whitehall, mt 59759. Date of gift: 10/16/15. Amount given: 1,000. Total included on form 990-ez, line 10: 9,750.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: distributions to local organizations for community support. Amount: 25,561. Description: bank fees. Amount: 9. Description: secretary of state business registration. Amount: 20. Description: meeting expense. Amount: 45. Total to form 990-ez, line 16: 25,635.

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

Description: investment in endowment. Beg. Of year amount: 864. End of year amount: 864.

Raw XML Appendix251 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.

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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0A PRIVATE, GRASSROOTS, HOMETOWN, PERMANENT FOUNDATION TO ENSURE THAT THERE WILL BE A SOURCE OF INCOME NOW AND IN THE FUTURE. THIS INCOME WILL FUND WORTHWHILE COMMUNITY PROJECTS THAT IMPROVE THE QUALITY OF LIFE FOR THE GREATER WHITEHALL AREA CITIZENS.
IRS990EZ/PrintingPublicationsPostageAmt0286
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS TO SUPPORT THEIR MISSION
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IRS990EZ/WebsiteAddressTxt0WWW.MTCF.ORG/JEFFERSON-VALLEY-COMMUNIT-FOUNDATION
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0DINNER AND AUCTION FUNDRAISER
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1SALE OF BOOKS DONATED TO FOUNDATION
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IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt11081
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0BLACK TIE AND BLUE JEANS DINNER
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1BOOK SALES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MONTANA COMMUNITY FOUNDATION DIVIDENDS. AMOUNT: 8,669.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: RETURN OF PORTION OF 2014 GRANT WHITEHALL AMBULANCE SERVICE . AMOUNT: 1,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMMUNITY TRANSPORTATION. GRANTEE NAME: LIBERY PLACE/WHITEHALL TRANSPORTATION. GRANTEE ADDRESS: 373 WEST LEGION AVENUE WHITEHALL, MT 59759. DATE OF GIFT: 10/16/15. AMOUNT GIVEN: 2,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: COMMUNITY SUPPORT. GRANTEE NAME: WHITEHALL SADDLE CLUB. GRANTEE ADDRESS: PO BOX 816 WHITEHALL, MT 59759. DATE OF GIFT: 10/16/15. AMOUNT GIVEN: 2,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: WHITEHALL LIBRARY. GRANTEE NAME: WHITEHALL CHAMBER OF COMMERCE. GRANTEE ADDRESS: PO BOX 72 WHITEHALL, MT 59759. DATE OF GIFT: 10/16/15. AMOUNT GIVEN: 2,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: COMMUNITY SUPPORT. GRANTEE NAME: WHITEHALL COMMUNITY CENTER. GRANTEE ADDRESS: 5 NORTH DIVISION WHITEHALL, MT 59759. DATE OF GIFT: 05/31/16. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: TOWN OF WHITEHALL. GRANTEE NAME: WHITEHALL POOL COMMISSION. GRANTEE ADDRESS: PO BXO 529 WHITEHALL, MT 59759. DATE OF GIFT: 10/16/15. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: DISTRIBUTIONS TO LOCAL ORGANIZATIONS FOR COMMUNITY SUPPORT. AMOUNT: 25,561. DESCRIPTION: BANK FEES. AMOUNT: 9. DESCRIPTION: SECRETARY OF STATE BUSINESS REGISTRATION. AMOUNT: 20. DESCRIPTION: MEETING EXPENSE. AMOUNT: 45. TOTAL TO FORM 990-EZ, LINE 16: 25,635.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: INVESTMENT IN ENDOWMENT. BEG. OF YEAR AMOUNT: 864. END OF YEAR AMOUNT: 864.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/PersonNm0TIM MULLIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062873787
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON VALLEY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0463196448
ReturnHeader/Filer/PhoneNum04062873787
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 144
ReturnHeader/Filer/USAddress/CityNm0WHITEHALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059759
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 748
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059703
ReturnHeader/PreparerPersonGrp/PhoneNum04067820451
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E WOY
ReturnHeader/ReturnTs02017-02-13T11:54:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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