Civic Intelligence

Lightwell Foundation

990EZ • Fiscal year 2022 • EIN 46-3536689

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 07, 2023

PO Box 10722Bozeman, MT 59719

(406) 780-0114

Siviq Scores

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

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

93rd percentile

123%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

37%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$77,178

Up $42,639 (+123%) from 2021

Net Assets

Up

$73,711

Up $39,172 (+113%) from 2021

Liabilities

Up

$3,467

Up $3,467 from 2021

Revenue

Up

$83,889

Up $22,538 (+37%) from 2021

Expenses

Down

$41,248

Down $13,594 (-25%) from 2021

Net Income

Up

$42,641

Up $36,132 (+555%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $34,269Liabilities 2017: $0Net Assets 2017: $34,2692017Assets 2018: $34,693Liabilities 2018: $0Net Assets 2018: $34,6932018Assets 2019: $29,276Liabilities 2019: $0Net Assets 2019: $29,2762019Assets 2020: $28,030Liabilities 2020: $0Net Assets 2020: $28,0302020Assets 2021: $34,539Liabilities 2021: $0Net Assets 2021: $34,5392021Assets 2022: $77,178Liabilities 2022: $3,467Net Assets 2022: $73,7112022Assets 2023: $87,758Liabilities 2023: $2,044Net Assets 2023: $85,7142023Assets 2024: $37,867Liabilities 2024: $3,294Net Assets 2024: $34,5732024

Highlighted filing

2022

Assets$77,178
Liabilities$3,467
Net Assets$73,711

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2017: $70,663Expenses 2017: $48,123Net Income 2017: $22,5402017Revenue 2018: $67,733Expenses 2018: $74,907Net Income 2018: -$7,1742018Revenue 2019: $77,865Expenses 2019: $83,282Net Income 2019: -$5,4172019Revenue 2020: $115,881Expenses 2020: $117,127Net Income 2020: -$1,2462020Revenue 2021: $61,351Expenses 2021: $54,842Net Income 2021: $6,5092021Revenue 2022: $83,889Expenses 2022: $41,248Net Income 2022: $42,6412022Revenue 2023: $65,005Expenses 2023: $53,002Net Income 2023: $12,0032023Revenue 2024: $33,313Expenses 2024: $84,454Net Income 2024: -$51,1412024

Highlighted filing

2022

Revenue$83,889
Expenses$41,248
Net Income$42,641
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 7, 2023
Return Version
2022v5.0
Gross Receipts
$90,598
Mission and Program Overview

Mission

Financial support to cancer families

Program Services

DescriptionGrantsExpenses
Monies provided to Gallatin County MT families with a child diagnosed with cancer. Monies provided are for expenses incurred by family members related to the medical treatments.-$29,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tobi KirschPresident-$0--
Georgia LukkesTreasurer-$0--
Abby SchottlerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Give Big----
Summer Fest----
Filing and Contact Details

Filer

Filer Name
LightWell Foundation
EIN
46-3536689
Address
PO Box 10722, Bozeman, MT 59719

Signing Officer

Name
Georgia Lukkes
Title
Secretary
Phone
4067800114
Signed
2023-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Gallatin Valley Tax Services LLC
Address
1105 Reeves Rd W Ste 900, Bozeman, MT 59718
Preparer
Margaret Schwalm
Phone
4065872525
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountGeneral In-Kind Contributions 240

List of grants and similar amounts paid Part I line 10

Activity Monies provided to help with cancer treatment exp.Grantee Maureen Russell,child Street 1657 MT Ellis City, State, Zip Bozeman, MT 59715Relationship None Amount 750Activity Monies provided to help with cancer treatment exp.Grantee Lucy Waldeisen,child Street 401 Red Barn Dr City, State, Zip Belgrade, MT 59714Relationship None Amount 2,250Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 2,250Activity Monies provided to help with cancer treatment exp.Grantee Adeline Gengenbacher,child Street 121 Michael Grove Ave City, State, Zip Bozeman, MT 59718Relationship None Amount 2,250Activity Monies provided to help with cancer treatment exp.Grantee Dustin Dempsey,child Street 45 Wally D Lane City, State, Zip Belgrade, MT 59714Relationship None Amount 1,500Activity Monies provided to help with cancer treatment exp.Grantee Eli Rogala,child Street 1008 E Missoula Ave City, State, Zip Belgrade, MT 59714Relationship None Amount 6,000Activity Monies provided to help with cancer treatment exp.Grantee Ethan Rector, child Street PO Box 4157 City, State, Zip Bozeman, MT 59772Relationship None Amount 14,250Activity Monies provided for cancer research Grantee Various charitable organizationbs Amount 8,000

Description of other expenses Part I line 16

Description AmountInsurance 1,089PO Box fee 182Software/online services 1,784Website 29Business Registration Fee 72Property Insurance 325Processing fee 28Advertising 214

Description of other assets Part II line 24

Category Beginning of Year End of YearIn Kind Clearing 0 227

Description of total liabilities Part II line 26

Category Beginning of Year End of Year2021 Adjustment 0 3,467

Changes to governing documents Part V line 34

Attached information regarding name change.

Raw XML Appendix172 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountGeneral In-Kind Contributions 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Monies provided to help with cancer treatment exp.Grantee Maureen Russell,child Street 1657 MT Ellis City, State, Zip Bozeman, MT 59715Relationship None Amount 750Activity Monies provided to help with cancer treatment exp.Grantee Lucy Waldeisen,child Street 401 Red Barn Dr City, State, Zip Belgrade, MT 59714Relationship None Amount 2,250Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 2,250Activity Monies provided to help with cancer treatment exp.Grantee Adeline Gengenbacher,child Street 121 Michael Grove Ave City, State, Zip Bozeman, MT 59718Relationship None Amount 2,250Activity Monies provided to help with cancer treatment exp.Grantee Dustin Dempsey,child Street 45 Wally D Lane City, State, Zip Belgrade, MT 59714Relationship None Amount 1,500Activity Monies provided to help with cancer treatment exp.Grantee Eli Rogala,child Street 1008 E Missoula Ave City, State, Zip Belgrade, MT 59714Relationship None Amount 6,000Activity Monies provided to help with cancer treatment exp.Grantee Ethan Rector, child Street PO Box 4157 City, State, Zip Bozeman, MT 59772Relationship None Amount 14,250Activity Monies provided for cancer research Grantee Various charitable organizationbs Amount 8,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountInsurance 1,089PO Box fee 182Software/online services 1,784Website 29Business Registration Fee 72Property Insurance 325Processing fee 28Advertising 214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearIn Kind Clearing 0 227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of Year2021 Adjustment 0 3,467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ATTACHED INFORMATION REGARDING NAME CHANGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Changes to governing documents Part V line 34
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGIA LUKKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04067800114
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LightWell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LIGH
ReturnHeader/Filer/EIN0463536689
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 10722
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059719
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205518592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gallatin Valley Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01105 Reeves Rd W Ste 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065872525
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret Schwalm
ReturnHeader/ReturnTs02023-09-08T19:04:00-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUKKES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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