Civic Intelligence

Jefferson Valley Community Foundation

990EZ • Fiscal year 2020 • EIN 46-3196448

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 22, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

55th percentile

8.6%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

10%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$33,172

Up $4,888 (+17%) from 2019

Net Assets

Up

$33,172

Up $4,888 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$56,871

Up $5,217 (+10%) from 2019

Expenses

Down

$51,983

Down $7,529 (-13%) from 2019

Net Income

Up

$4,888

Up $12,746 (+162%) from 2019

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

2020

Assets$33,172
Liabilities$0
Net Assets$33,172

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

2020

Revenue$56,871
Expenses$51,983
Net Income$4,888
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 22, 2021
Return Version
2019v5.2
Gross Receipts
$81,185
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$12,438$16,242
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM MULLIGANTreasurer-$0--
AMY FRENCHChairman-$0--
BOBBI CHATRIAND NEWMANBoard Member-$0--
JILL DOVEBoard Member-$0--
JOHN KREISBoard Member-$0--
SHANNON SMITHSecretary-$0--
SEAN WISNERBoard Member-$0--
MARY HENSLEIGHBoard Member-$0--
JEANNIE FERRISSFinancial Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie and Blue Jeans Dinner$54,372$40,013$24,314$15,699
Total Events$54,372$40,013$24,314$15,699
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
2021-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 748, BUTTE, MT 59703
Preparer
Brad W Spear
Phone
4067820451
Supplemental Narrative

Additional Explanations

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

Description: montana community foundation dividends. Amount: 10,738.

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

Activity classification: new computer purchase. Grantee name: friends of whitehall library. Grantee address: po box 695 whitehall, mt 59759. Date of gift: 10/11/19. Amount given: 920.

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

Activity classification: pump purchase for swimming pool. Grantee name: town of whitehall. Grantee address: po box 529 whitehall, mt 59759. Date of gift: 10/28/19. Amount given: 760.

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

Activity classification: purchase narcobox to secure narcotics. Grantee name: jefferson valley ems and rescue. Grantee address: po box 511 whitehall, mt 59759. Date of gift: 11/13/19. Amount given: 1,280.

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

Activity classification: matching funds to purchase new minivan. Grantee name: whitehall transportation. Grantee address: po box 446 whitehall, mt 59759. Date of gift: 10/27/19. Amount given: 2,000.

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

Activity classification: electronic sign. Grantee name: whitehall booster club. Grantee address: po box 179 whitehall, mt 59759. Date of gift: 10/09/19. Amount given: 2,500.

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

Activity classification: radios. Grantee name: jefferson valley search and rescue. Grantee address: po box 582 whitehall, mt 59759. Date of gift: 06/30/20. Amount given: 978.

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

Activity classification: renovate ceiling in community center. Grantee name: ralph sullender post 4603. Grantee address: 11 n division whitehall, mt 59759. Date of gift: 10/11/19. Amount given: 1,500.

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

Activity classification: new carpet in museum. Grantee name: jefferson valley museum. Grantee address: po box 902 whitehall, mt 59759. Date of gift: 10/11/19. Amount given: 2,500. Total included on form 990-ez, line 10: 12,438.

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

Description: distributions to local organizations for community support. Amount: 37,416. Description: bank fees. Amount: 12. Description: secretary of state business registration. Amount: 20. Description: contribution to montana community foundation. Amount: 275. Total to form 990-ez, line 16: 37,723.

Raw XML Appendix217 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/OfficerDirectorTrusteeEmplGrp/PersonNm0TIM MULLIGAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JILL DOVE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8FINANCIAL SECRETARY
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IRS990EZ/OtherChangesInNetAssetsAmt00
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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/PrintingPublicationsPostageAmt0294
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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030848
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MONTANA COMMUNITY FOUNDATION DIVIDENDS. AMOUNT: 10,738.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: NEW COMPUTER PURCHASE. GRANTEE NAME: FRIENDS OF WHITEHALL LIBRARY. GRANTEE ADDRESS: PO BOX 695 WHITEHALL, MT 59759. DATE OF GIFT: 10/11/19. AMOUNT GIVEN: 920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PUMP PURCHASE FOR SWIMMING POOL. GRANTEE NAME: TOWN OF WHITEHALL. GRANTEE ADDRESS: PO BOX 529 WHITEHALL, MT 59759. DATE OF GIFT: 10/28/19. AMOUNT GIVEN: 760.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PURCHASE NARCOBOX TO SECURE NARCOTICS. GRANTEE NAME: JEFFERSON VALLEY EMS AND RESCUE. GRANTEE ADDRESS: PO BOX 511 WHITEHALL, MT 59759. DATE OF GIFT: 11/13/19. AMOUNT GIVEN: 1,280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: MATCHING FUNDS TO PURCHASE NEW MINIVAN. GRANTEE NAME: WHITEHALL TRANSPORTATION. GRANTEE ADDRESS: PO BOX 446 WHITEHALL, MT 59759. DATE OF GIFT: 10/27/19. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: ELECTRONIC SIGN. GRANTEE NAME: WHITEHALL BOOSTER CLUB. GRANTEE ADDRESS: PO BOX 179 WHITEHALL, MT 59759. DATE OF GIFT: 10/09/19. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: RADIOS. GRANTEE NAME: JEFFERSON VALLEY SEARCH AND RESCUE. GRANTEE ADDRESS: PO BOX 582 WHITEHALL, MT 59759. DATE OF GIFT: 06/30/20. AMOUNT GIVEN: 978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: RENOVATE CEILING IN COMMUNITY CENTER. GRANTEE NAME: RALPH SULLENDER POST 4603. GRANTEE ADDRESS: 11 N DIVISION WHITEHALL, MT 59759. DATE OF GIFT: 10/11/19. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: NEW CARPET IN MUSEUM. GRANTEE NAME: JEFFERSON VALLEY MUSEUM. GRANTEE ADDRESS: PO BOX 902 WHITEHALL, MT 59759. DATE OF GIFT: 10/11/19. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: DISTRIBUTIONS TO LOCAL ORGANIZATIONS FOR COMMUNITY SUPPORT. AMOUNT: 37,416. DESCRIPTION: BANK FEES. AMOUNT: 12. DESCRIPTION: SECRETARY OF STATE BUSINESS REGISTRATION. AMOUNT: 20. DESCRIPTION: CONTRIBUTION TO MONTANA COMMUNITY FOUNDATION. AMOUNT: 275. TOTAL TO FORM 990-EZ, LINE 16: 37,723.
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 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM MULLIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062873787
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-22
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/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/PreparationDt02021-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD W SPEAR
ReturnHeader/ReturnTs02021-04-06T17:15:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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