Civic Intelligence

Michael Patrick Cosmo Conner Foundation

990PF • Fiscal year 2023 • EIN 51-0592818

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

3401 Jasper RdGreat Falls, MT 59404

(406) 727-3550

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-308%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

83%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$41,564

Down $5,369 (-11%) from 2022

Net Assets

Down

$41,564

Down $5,369 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$1,745

Up $790 (+83%) from 2022

Expenses

Up

$7,114

Up $3,451 (+94%) from 2022

Net Income

Down

-$5,369

Down $2,661 (-98%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $71,506Liabilities 2010: $0Net Assets 2010: $71,5062010Assets 2011: $68,758Liabilities 2011: $0Net Assets 2011: $68,7582011Assets 2012: $62,961Liabilities 2012: $0Net Assets 2012: $62,9612012Assets 2013: $68,767Liabilities 2013: $0Net Assets 2013: $68,7672013Assets 2014: $67,036Liabilities 2014: $0Net Assets 2014: $67,0362014Assets 2015: $77,732Liabilities 2015: $0Net Assets 2015: $77,7322015Assets 2016: $75,814Liabilities 2016: $0Net Assets 2016: $75,8142016Assets 2017: $73,199Liabilities 2017: $0Net Assets 2017: $73,1992017Assets 2018: $67,007Liabilities 2018: $0Net Assets 2018: $67,0072018Assets 2019: $63,590Liabilities 2019: $0Net Assets 2019: $63,5902019Assets 2020: $57,107Liabilities 2020: $0Net Assets 2020: $57,1072020Assets 2021: $49,641Liabilities 2021: $0Net Assets 2021: $49,6412021Assets 2022: $46,933Liabilities 2022: $0Net Assets 2022: $46,9332022Assets 2023: $41,564Liabilities 2023: $0Net Assets 2023: $41,5642023Assets 2024: $37,797Liabilities 2024: $0Net Assets 2024: $37,7972024

Highlighted filing

2023

Assets$41,564
Liabilities$0
Net Assets$41,564

Operations Trend

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

$20K$10K$0-$10KExpenses 2010: $10,6372010Expenses 2011: $6,8222011Expenses 2012: $9,8942012Revenue 2013: $10,621Expenses 2013: $5,115Net Income 2013: $5,5062013Revenue 2014: $6,053Expenses 2014: $7,784Net Income 2014: -$1,7312014Revenue 2015: $13,400Expenses 2015: $2,704Net Income 2015: $10,6962015Revenue 2016: $5,115Expenses 2016: $7,033Net Income 2016: -$1,9182016Revenue 2017: $5,066Expenses 2017: $7,681Net Income 2017: -$2,6152017Revenue 2018: $747Expenses 2018: $6,939Net Income 2018: -$6,1922018Revenue 2019: $2,507Expenses 2019: $5,924Net Income 2019: -$3,4172019Revenue 2020: $3,709Expenses 2020: $10,192Net Income 2020: -$6,4832020Revenue 2021: -$556Expenses 2021: $6,910Net Income 2021: -$7,4662021Revenue 2022: $955Expenses 2022: $3,663Net Income 2022: -$2,7082022Revenue 2023: $1,745Expenses 2023: $7,114Net Income 2023: -$5,3692023Revenue 2024: $2,416Expenses 2024: $6,802Net Income 2024: -$4,3862024

Highlighted filing

2023

Revenue$1,745
Expenses$7,114
Net Income-$5,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK SHERMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOUR LADY OF LOURDESMUSIC SCHOLARSHIPSN/AGREAT FALLS, MT, US$3,800
Paid GrantMONTANA STATE UNIVERSITYMUSIC SCHOLARSHIPSN/ABOZEMAN, MT, US$500
Paid Grant-MUSIC SCHOLARSHIPN/AGREAT FALLS, MT, US$300
Paid Grant-MUSIC SCHOLARSHIPN/AGREAT FALLS, MT, US$300
Paid Grant-MUSIC SCHOLARSHIPN/AGREAT FALLS, MT, US$300
Paid GrantFLATHEAD LAKE MUSIC CAMPMUSIC SCHOLARSHIPN/AROLLINS, MT, US$300
Filing and Contact Details

Filer

Filer Name
Michael Patrick Cosmo Conner Foundation
EIN
51-0592818
Phone
4067273550
Address
3401 JASPER RD, GREAT FALLS, MT 59404

Signing Officer

Name
Mark Sherman
Title
Trustee
Phone
4067273550
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Pinion LLC
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Amy Forsman
Phone
4067270888
Raw XML Appendix311 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159717
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559931
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/AppliedToCurrentYearAmt03241
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01463
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01463
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08758
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03454
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0832
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06033
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02792
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010221
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07429
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SHERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04067273550
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL PATRICK COSMO CONNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0510592818
ReturnHeader/Filer/PhoneNum04067273550
ReturnHeader/Filer/USAddress/AddressLine1Txt03401 JASPER RD
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059404
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 10TH STREET SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067270888
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY FORSMAN
ReturnHeader/ReturnTs02024-05-14T13:21:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHERMAN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$2.42$6.80$4.39
2023Detailed filing. Detailed filing data is available for this year.$41.6$0.00$41.6$1.75$7.11$5.37
2022Detailed filing. Detailed filing data is available for this year.$46.9$0.00$46.9$0.96$3.66$2.71
2021Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$0.56$6.91$7.47
2020Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$3.71$10.2$6.48
2019Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$2.51$5.92$3.42
2018Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$0.75$6.94$6.19
2017Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$5.07$7.68$2.62
2016Detailed filing. Detailed filing data is available for this year.$75.8$0.00$75.8$5.12$7.03$1.92
2015Detailed filing. Detailed filing data is available for this year.$77.7$0.00$77.7$13.4$2.70$10.7
2014Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$6.05$7.78$1.73
2013Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$10.6$5.12$5.51
2012Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$9.89
2011Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$6.82
2010Detailed filing. Detailed filing data is available for this year.$71.5$0.00$71.5$10.6