Civic Intelligence

Lightwell Foundation

990EZ • Fiscal year 2023 • EIN 46-3536689

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

PO Box 10722Bozeman, MT 59719

(406) 780-0114

Siviq Scores

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Balance Sheet

Assets

Up

$87,758

Up $10,580 (+14%) from 2022

Net Assets

Up

$85,714

Up $12,003 (+16%) from 2022

Liabilities

Down

$2,044

Down $1,423 (-41%) from 2022

Revenue And Expenses

Revenue

Down

$65,005

Down $18,884 (-23%) from 2022

Expenses

Up

$53,002

Up $11,754 (+28%) from 2022

Net Income

Down

$12,003

Down $30,638 (-72%) from 2022

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

2023

Assets$87,758
Liabilities$2,044
Net Assets$85,714

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

2023

Revenue$65,005
Expenses$53,002
Net Income$12,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Gross Receipts
$70,471
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.-$34,304
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Give Big$15,383$15,383$80$15,303
Super Bowl$11,531$11,531-$11,531
Total Events$26,914$26,914$3,993$22,921
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
2024-05-29
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

List of grants and similar amounts paid Part I line 10

Activity Monies provided to help with childs headstone expGrantee Allistare Anderson ,child Street 618 N Black City, State, Zip Bozeman, MT 59715Relationship None Amount 1,500Activity 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 7,804Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 3,000Activity 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 7,000Activity Monies provided to help with cancer treatment exp.Grantee Dustin Dempsey,child Street 45 Wally D Lane City, State, Zip Belgrade, MT 59714Relationship None Activity 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 7,500Activity Monies provided to help with cancer treatment exp.Grantee Ethan Rector, child Street PO Box 4157 City, State, Zip Bozeman, MT 59772Relationship None Amount 7,500Activity Monies provided for cancer research Grantee Various charitable organizationbs Amount 10,000

Description of other expenses Part I line 16

Description AmountInsurance 1,364PO Box fee 222Software/online services 1,840Website 15Business Registration Fee 20Bank Checks 33CC Processing fee 1,491Advertising 1,2043 Laptops 1,500Printing 6Meet and greet function 653

Description of other assets Part II line 24

Category Beginning of Year End of YearIn Kind Clearing 227 227

Description of total liabilities Part II line 26

Category Beginning of Year End of Year2021 Adjustment 3,467 0Outstanding checks 0 2,044

Raw XML Appendix185 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/ExplanationTxt0Activity Monies provided to help with childs headstone expGrantee Allistare Anderson ,child Street 618 N Black City, State, Zip Bozeman, MT 59715Relationship None Amount 1,500Activity 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 7,804Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 3,000Activity 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 7,000Activity Monies provided to help with cancer treatment exp.Grantee Dustin Dempsey,child Street 45 Wally D Lane City, State, Zip Belgrade, MT 59714Relationship None Activity 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 7,500Activity Monies provided to help with cancer treatment exp.Grantee Ethan Rector, child Street PO Box 4157 City, State, Zip Bozeman, MT 59772Relationship None Amount 7,500Activity Monies provided for cancer research Grantee Various charitable organizationbs Amount 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 1,364PO Box fee 222Software/online services 1,840Website 15Business Registration Fee 20Bank Checks 33CC Processing fee 1,491Advertising 1,2043 Laptops 1,500Printing 6Meet and greet function 653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearIn Kind Clearing 227 227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of Year2021 Adjustment 3,467 0Outstanding checks 0 2,044
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-29
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ReturnHeader/ReturnTs02024-05-29T19:09:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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