Civic Intelligence

Jefferson Valley Community Foundation

990EZ • Fiscal year 2019 • EIN 46-3196448

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

PO Box 144Whitehall, MT 59759

(406) 287-3746

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-4.5%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$28,284

Down $7,858 (-22%) from 2018

Net Assets

Down

$28,284

Down $7,858 (-22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$51,654

Down $2,446 (-4.5%) from 2018

Expenses

Down

$59,512

Down $3,257 (-5.2%) from 2018

Net Income

Up

-$7,858

Up $811 (+9.4%) from 2018

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

2019

Assets$28,284
Liabilities$0
Net Assets$28,284

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

2019

Revenue$51,654
Expenses$59,512
Net Income-$7,858
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$69,756
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$22,577$25,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAMILLA BAYCROFTCo-Chairman-$0--
TIM MULLIGANTreasurer-$0--
AMY FRENCHCo-Chairman-$0--
BOBBI CHATRIAND NEWMANBoard Member-$0--
JILL DOVEBoard Member-$0--
JOHN KREISBoard Member-$0--
SHANNON SMITHSecretary-$0--
ROY MCBRIDEBoard Member-$0--
SEAN WISNERBoard Member-$0--
MARY HENSLEIGHBoard Member-$0--
JEANNIE FERRISSBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie and Blue Jeans Dinner$41,604$33,365$9,863$23,502
Talk About a Dream Book Sales$120$120-$120
Total Events$41,724$33,485$9,863$23,622
Filing and Contact Details

Filer

Filer Name
Jefferson Valley Community Foundation
EIN
46-3196448
Phone
4062873746
Address
PO BOX 144, WHITEHALL, MT 59759

Signing Officer

Name
Tim Mulligan
Title
Treasurer
Phone
4062873787
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: montana community foundation dividends. Amount: 10,232.

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

Activity classification: new shelving for youth books. Grantee name: friends of whitehall library. Grantee address: po box 695 whitehall, mt 59759. Date of gift: 10/12/18. Amount given: 3,500.

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

Activity classification: sun shade for whitehall pool. Grantee name: town of whitehall. Grantee address: po box 529 whitehall, mt 59759. Date of gift: 10/18/18. Amount given: 1,600.

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

Activity classification: ez glide stairchair . Grantee name: jefferson valley ems and rescue. Grantee address: po box 511 whitehall, mt 59759. Date of gift: 10/15/18. Amount given: 3,060.

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

Activity classification: shade structure at lewis and clark caverns. Grantee name: montana state parks association. Grantee address: 400 w. Broadway street suite 101-424 missoula, mt 59802. Date of gift: 10/25/18. Amount given: 2,500.

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

Activity classification: toward purchase of 9 passenger van for public tranport system. Grantee name: whitehall transportation. Grantee address: po box 446 whitehall, mt 59759. Date of gift: 10/18/18. Amount given: 2,717.

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

Activity classification: laptop computers for students. Grantee name: cardwell school. Grantee address: 80 mt hwy 359 cardwell, mt 59721. Date of gift: 10/25/18. Amount given: 4,500.

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

Activity classification: student assistance for civic eduction tour in washington dc. Grantee name: whitehall middle school close up. Grantee address: po box 1109 whitehall, mt 59759. Date of gift: 10/25/18. Amount given: 2,500.

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

Activity classification: office equipment purchase. Grantee name: love inc. Grantee address: po box 232 whitehall, mt 59759. Date of gift: 12/04/18. Amount given: 1,200.

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

Activity classification: purchase and install gold star memorial in silver tower park. Grantee name: whitehall garden club. Grantee address: po box 109 whitehall, mt 59759. Date of gift: 02/14/19. Amount given: 1,000. Total included on form 990-ez, line 10: 22,577.

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

Description: distributions to local organizations for community support. Amount: 24,940. Description: bank fees. Amount: 28. Description: secretary of state business registration. Amount: 20. Description: contribution to montana community foundation. Amount: 9,271. Description: travel. Amount: 110. Total to form 990-ez, line 16: 34,369.

Raw XML Appendix252 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
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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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/PrintingPublicationsPostageAmt086
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS TO SUPPORT THEIR MISSION
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IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0DINNER AND AUCTION FUNDRAISER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MONTANA COMMUNITY FOUNDATION DIVIDENDS. AMOUNT: 10,232.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: NEW SHELVING FOR YOUTH BOOKS. GRANTEE NAME: FRIENDS OF WHITEHALL LIBRARY. GRANTEE ADDRESS: PO BOX 695 WHITEHALL, MT 59759. DATE OF GIFT: 10/12/18. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SUN SHADE FOR WHITEHALL POOL. GRANTEE NAME: TOWN OF WHITEHALL. GRANTEE ADDRESS: PO BOX 529 WHITEHALL, MT 59759. DATE OF GIFT: 10/18/18. AMOUNT GIVEN: 1,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: EZ GLIDE STAIRCHAIR . GRANTEE NAME: JEFFERSON VALLEY EMS AND RESCUE. GRANTEE ADDRESS: PO BOX 511 WHITEHALL, MT 59759. DATE OF GIFT: 10/15/18. AMOUNT GIVEN: 3,060.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SHADE STRUCTURE AT LEWIS AND CLARK CAVERNS. GRANTEE NAME: MONTANA STATE PARKS ASSOCIATION. GRANTEE ADDRESS: 400 W. BROADWAY STREET SUITE 101-424 MISSOULA, MT 59802. DATE OF GIFT: 10/25/18. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: TOWARD PURCHASE OF 9 PASSENGER VAN FOR PUBLIC TRANPORT SYSTEM. GRANTEE NAME: WHITEHALL TRANSPORTATION. GRANTEE ADDRESS: PO BOX 446 WHITEHALL, MT 59759. DATE OF GIFT: 10/18/18. AMOUNT GIVEN: 2,717.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: LAPTOP COMPUTERS FOR STUDENTS. GRANTEE NAME: CARDWELL SCHOOL. GRANTEE ADDRESS: 80 MT HWY 359 CARDWELL, MT 59721. DATE OF GIFT: 10/25/18. AMOUNT GIVEN: 4,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: STUDENT ASSISTANCE FOR CIVIC EDUCTION TOUR IN WASHINGTON DC. GRANTEE NAME: WHITEHALL MIDDLE SCHOOL CLOSE UP. GRANTEE ADDRESS: PO BOX 1109 WHITEHALL, MT 59759. DATE OF GIFT: 10/25/18. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: OFFICE EQUIPMENT PURCHASE. GRANTEE NAME: LOVE INC. GRANTEE ADDRESS: PO BOX 232 WHITEHALL, MT 59759. DATE OF GIFT: 12/04/18. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: PURCHASE AND INSTALL GOLD STAR MEMORIAL IN SILVER TOWER PARK. GRANTEE NAME: WHITEHALL GARDEN CLUB. GRANTEE ADDRESS: PO BOX 109 WHITEHALL, MT 59759. DATE OF GIFT: 02/14/19. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 22,577.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: DISTRIBUTIONS TO LOCAL ORGANIZATIONS FOR COMMUNITY SUPPORT. AMOUNT: 24,940. DESCRIPTION: BANK FEES. AMOUNT: 28. DESCRIPTION: SECRETARY OF STATE BUSINESS REGISTRATION. AMOUNT: 20. DESCRIPTION: CONTRIBUTION TO MONTANA COMMUNITY FOUNDATION. AMOUNT: 9,271. DESCRIPTION: TRAVEL. AMOUNT: 110. TOTAL TO FORM 990-EZ, LINE 16: 34,369.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM MULLIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062873787
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON VALLEY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0463196448
ReturnHeader/Filer/PhoneNum04062873746
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 144
ReturnHeader/Filer/USAddress/CityNm0WHITEHALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059759
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C72E4DB9BC8996113E391D9E53FCBAD1CC7C3072
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.92.235.237
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm012:55:20
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/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E WOY CPA
ReturnHeader/ReturnTs02019-11-14T12:05:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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