Civic Intelligence

Montana Generational Justice Foundation

990EZ • Fiscal year 2021 • EIN 47-4026832

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 06, 2022

PO Box 1483Helena, MT 59624-1483

(406) 202-1820

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

61st percentile

17%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$1,454

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

25th percentile

-30%

Faster revenue growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$14,228

Down $5,538 (-28%) from 2020

Net Assets

$13,410

No earlier filing loaded for comparison.

Liabilities

Down

$818

Down $12,348 (-94%) from 2020

Revenue

Down

$38,208

Down $16,650 (-30%) from 2020

Expenses

Down

$31,602

Down $18,715 (-37%) from 2020

Net Income

Up

$6,606

Up $2,065 (+45%) from 2020

Historical Trend

Balance Sheet Trend

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

$50K$0-$50K-$100K-$150KAssets 2019: -$149,928Liabilities 2019: $20,4852019Assets 2020: $19,766Liabilities 2020: $13,1662020Assets 2021: $14,228Liabilities 2021: $818Net Assets 2021: $13,4102021Assets 2022: $5,060Liabilities 2022: $234Net Assets 2022: $4,8262022Assets 2023: $3,398Liabilities 2023: $1,114Net Assets 2023: $2,2842023Assets 2024: $5,170Liabilities 2024: $9,991Net Assets 2024: -$4,8212024

Highlighted filing

2021

Assets$14,228
Liabilities$818
Net Assets$13,410

Operations Trend

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

$200K$100K$0-$100KRevenue 2019: $78,391Expenses 2019: $141,802Net Income 2019: -$63,4112019Revenue 2020: $54,858Expenses 2020: $50,317Net Income 2020: $4,5412020Revenue 2021: $38,208Expenses 2021: $31,602Net Income 2021: $6,6062021Revenue 2022: $5,031Expenses 2022: $13,615Net Income 2022: -$8,5842022Revenue 2023: $5,638Expenses 2023: $8,189Net Income 2023: -$2,5512023Revenue 2024: $8,240Expenses 2024: $15,346Net Income 2024: -$7,1062024

Highlighted filing

2021

Revenue$38,208
Expenses$31,602
Net Income$6,606
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 6, 2022
Return Version
2021v4.1
Gross Receipts
$38,208
Mission and Program Overview

Mission

Prevent exploitation of the elderly

Program Services

DescriptionGrantsExpenses
PREVENT EXPLOITATION OF THE ELDERLY$0$25,039
ESTATE PLANNING$0$6,563
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS MANOSBoard Member-$1,454-$1,454
KAREN ERDIEBoard Chairman-$0--
SUSAN KUNDABoard Member-$0--
LISA MECKLENBERG JACKSONBoard Member-$0--
JUDY MEADOWSBoard Member-$0--
DOUG BLAKLEYBoard Member-$0--
TIM HARRISBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Montana Generational Justice
EIN
47-4026832
Phone
4062021820
Address
PO BOX 1483, HELENA, MT 59624-1483

Signing Officer

Name
John Mccrea
Title
Authorized Officer
Phone
4062021820
Signed
2022-04-06

Preparer

Firm
Whaley & Associates Pc
Address
530 N ORANGE ST, MISSOULA, MT 59802
Preparer
James H Whaley
Phone
4065423482
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

INSURANCE 2206.

Form 990EZ, Part I, Line 16

ADVERTISING 285.

Form 990EZ, Part I, Line 16

FEES 120.

Form 990EZ, Part I, Line 16

MEETINGS 120.

Form 990EZ, Part I, Line 16

MISC 171.

Form 990EZ, Part I, Line 20

ADJUSTMENT 204.

Form 990EZ, Part II, Line 24

Accounts receivable 5000. 6020.

Form 990EZ, Part II, Line 26

Accounts payable 12774. 122.

Form 990EZ, Part II, Line 26

PAYROLL 392. 696.

Raw XML Appendix210 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/PersonNm4DOUG BLAKLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIRMAN
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06020
IRS990EZ/OtherChangesInNetAssetsAmt0204
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt02902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PREVENT EXPLOITATION OF THE ELDERLY
IRS990EZ/PrintingPublicationsPostageAmt01576
IRS990EZ/ProgramServiceRevenueAmt010425
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt023491
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031602
IRS990EZ/TotalProgramServiceExpensesAmt031602
IRS990EZ/TotalRevenueAmt038208
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mtgenjustice.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038206
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08362
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0184331
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt0184331
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 2206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 285.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEES 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETINGS 120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISC 171.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADJUSTMENT 204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCOUNTS RECEIVABLE 5000. 6020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTS PAYABLE 12774. 122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PAYROLL 392. 696.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCCREA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062021820
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA GENERATIONAL JUSTICE
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0474026832
ReturnHeader/Filer/PhoneNum04062021820
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1483
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0596241483
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455137540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0530 N ORANGE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04065423482
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James H Whaley
ReturnHeader/ReturnTs02022-04-16T18:11:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCREA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings