Civic Intelligence

Carlson Music Scholarship Fund

990PF • Fiscal year 2013 • EIN 48-1276104

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 11, 2014

Organization Profile
P O Box 5050Billings, MT 59403

(406) 454-6285

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$7,188

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$581,333

Up $578 (+0.1%) from 2012

Net Assets

Up

$581,333

Up $578 (+0.1%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin46th percentile

Revenue

$37,895

No earlier filing loaded for comparison.

Expenses

Down

$37,317

Down $1,027 (-2.7%) from 2012

Net Income

$578

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2010: $586,228Liabilities 2010: $0Net Assets 2010: $586,2282010Assets 2011: $587,446Liabilities 2011: $0Net Assets 2011: $587,4462011Assets 2012: $580,755Liabilities 2012: $0Net Assets 2012: $580,7552012Assets 2013: $581,333Liabilities 2013: $1Net Assets 2013: $581,3332013Assets 2014: $611,817Liabilities 2014: $0Net Assets 2014: $611,8172014Assets 2015: $623,063Liabilities 2015: $0Net Assets 2015: $623,0632015Assets 2018: $594,271Liabilities 2018: $0Net Assets 2018: $594,2712018Assets 2019: $587,037Liabilities 2019: $0Net Assets 2019: $587,0372019Assets 2020: $576,449Liabilities 2020: $0Net Assets 2020: $576,4492020Assets 2021: $585,243Liabilities 2021: $0Net Assets 2021: $585,2432021Assets 2022: $546,541Liabilities 2022: $0Net Assets 2022: $546,5412022Assets 2023: $533,385Liabilities 2023: $0Net Assets 2023: $533,3852023Assets 2024: $530,209Liabilities 2024: $0Net Assets 2024: $530,2092024

Highlighted filing

2013

Assets$581,333
Liabilities$1
Net Assets$581,333
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $36,6272010Expenses 2011: $37,0412011Expenses 2012: $38,3442012Revenue 2013: $37,895Expenses 2013: $37,317Net Income 2013: $5782013Revenue 2014: $69,985Expenses 2014: $39,501Net Income 2014: $30,4842014Revenue 2015: $54,080Expenses 2015: $43,041Net Income 2015: $11,0392015Revenue 2018: $37,661Expenses 2018: $43,201Net Income 2018: -$5,5402018Revenue 2019: $31,004Expenses 2019: $37,873Net Income 2019: -$6,8692019Revenue 2020: $28,591Expenses 2020: $39,719Net Income 2020: -$11,1282020Revenue 2021: $49,051Expenses 2021: $40,194Net Income 2021: $8,8572021Revenue 2022: $4,315Expenses 2022: $42,957Net Income 2022: -$38,6422022Revenue 2023: $25,534Expenses 2023: $38,673Net Income 2023: -$13,1392023Revenue 2024: $31,781Expenses 2024: $35,011Net Income 2024: -$3,2302024

Highlighted filing

2013

Revenue$37,895
Expenses$37,317
Net Income$578
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 11, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST INTERSTATE BANKTrusteePT$7,188-$7,188
Filing and Contact Details

Filer

EIN
48-1276104
Phone
4064546285

Signing Officer

Name
Brett Weber
Title
Trustee
Phone
4064546285
Signed
2014-02-11
Discuss with paid preparer
Yes

Preparer

Preparer
Pamela Guschausky
Phone
4067270888
Raw XML Appendix374 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCTG - PREPARE FORM 990PF
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0189505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0268342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIRST INTERSTATE BANK LT CAPITAL GAIN DIST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIB COMMON TRUST FUNDS
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FIRST INTERSTATE BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10211 5TH ST N
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode059401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04064546285
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38700
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10GREAT FALLS SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MONTANA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF MONTANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10CIVIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11MUSIC DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121301 20TH ST S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1332 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BOZEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3MISSOULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode059401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode159717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode259405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode359812
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07972
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0773
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06119
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031396
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt024
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012556
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012532
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0310
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0109
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0109
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt039
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SEC LIT MBIA
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0357
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES - CTF AUDIT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0357
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/Amt15
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRETT WEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04064546285
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10CARLSON MUSIC SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0481276104
ReturnHeader/Filer/PhoneNum04064546285
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 5050
ReturnHeader/Filer/USAddress/City0GREAT FALLS
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1021 10TH STREET SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067270888
ReturnHeader/PreparerPersonGrp/PreparationDt02014-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA GUSCHAUSKY
ReturnHeader/ReturnTs02014-02-20T20:32:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$581,333
Liabilities
$1
Net assets
$581,333
Revenue
$37,895
Expenses
$37,317
Net income
$578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.30$0.32$0.35$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.26$0.39$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.04$0.43$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.49$0.40$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$0.29$0.40$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.31$0.38$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$0.38$0.43$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.54$0.43$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.70$0.40$0.30
2013Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.38$0.37$0.01
2012Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.38
2011Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.37
2010Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.37