Civic Intelligence

Craighead Institute

990 • Fiscal year 2018 • EIN 52-0810968

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 16, 2019

201 S Wallace Avenue B2dBozeman, MT 59715

(406) 585-8705

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-29%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$12,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$178,491

Down $96,325 (-35%) from 2017

Net Assets

Down

$178,063

Down $24,040 (-12%) from 2017

Liabilities

Down

$428

Down $72,285 (-99%) from 2017

Revenue

Down

$83,539

Down $255,447 (-75%) from 2017

Expenses

Down

$107,578

Down $182,271 (-63%) from 2017

Net Income

Down

-$24,039

Down $73,176 (-149%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $192,954Liabilities 2011: $12,906Net Assets 2011: $180,0482011Assets 2012: $174,753Liabilities 2012: $19,244Net Assets 2012: $155,5092012Assets 2013: $129,314Liabilities 2013: $2,827Net Assets 2013: $126,4872013Assets 2014: $189,033Liabilities 2014: $3,431Net Assets 2014: $185,6022014Assets 2015: $119,894Liabilities 2015: $550Net Assets 2015: $119,3442015Assets 2016: $154,820Liabilities 2016: $1,854Net Assets 2016: $152,9662016Assets 2017: $274,816Liabilities 2017: $72,713Net Assets 2017: $202,1032017Assets 2018: $178,491Liabilities 2018: $428Net Assets 2018: $178,0632018Assets 2019: $122,416Liabilities 2019: $9Net Assets 2019: $122,4072019Assets 2020: $99,693Liabilities 2020: $534Net Assets 2020: $99,1592020Assets 2021: $106,685Liabilities 2021: $251Net Assets 2021: $106,4342021Assets 2022: $107,102Liabilities 2022: $1,393Net Assets 2022: $105,7092022Assets 2023: $106,398Liabilities 2023: $1,814Net Assets 2023: $104,5842023Assets 2024: $96,112Liabilities 2024: $639Net Assets 2024: $95,4732024

Highlighted filing

2018

Assets$178,491
Liabilities$428
Net Assets$178,063

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $574,0652011Expenses 2012: $356,9062012Revenue 2013: $223,695Expenses 2013: $252,717Net Income 2013: -$29,0222013Revenue 2014: $313,696Expenses 2014: $254,582Net Income 2014: $59,1142014Revenue 2015: $160,204Expenses 2015: $226,461Net Income 2015: -$66,2572015Revenue 2016: $136,359Expenses 2016: $102,737Net Income 2016: $33,6222016Revenue 2017: $338,986Expenses 2017: $289,849Net Income 2017: $49,1372017Revenue 2018: $83,539Expenses 2018: $107,578Net Income 2018: -$24,0392018Revenue 2019: $49,050Expenses 2019: $104,706Net Income 2019: -$55,6562019Revenue 2020: $56,268Expenses 2020: $79,516Net Income 2020: -$23,2482020Revenue 2021: $87,059Expenses 2021: $79,784Net Income 2021: $7,2752021Revenue 2022: $61,629Expenses 2022: $62,354Net Income 2022: -$7252022Revenue 2023: $100,924Expenses 2023: $102,049Net Income 2023: -$1,1252023Revenue 2024: $89,817Expenses 2024: $98,928Net Income 2024: -$9,1112024

Highlighted filing

2018

Revenue$83,539
Expenses$107,578
Net Income-$24,039
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$83,851
Mission and Program Overview

Mission

The organization's mission is to maintain healthy populations of native plants, wildlife, and people as part of sustainable, functioning ecosystems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$202,103$178,063▼ $24,040
Savings and Temporary Cash Investments$176,011$79,339▼ $96,672
Investments in Publicly Traded Securities$49,040$49,898▲ $858
Land, Buildings, and Equipment, Net$37,650$29,651▼ $7,999
Cash and Non-Interest-Bearing Accounts$6,190$13,990▲ $7,800
Inventories for Sale or Use$5,925$5,613▼ $312
Total Assets$274,816$178,491▼ $96,325
Liabilities
Grants Payable$71,595--
Other Liabilities$1,118$428▼ $690
Total Liabilities$72,713$428▼ $72,285
Net Assets / Fund Balance
Total Net Assets Fund Balance$202,103$178,063▼ $24,040
Total Liabilities and Net Assets / Fund Balance$274,816$178,491▼ $96,325

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$29,651$476,950$506,601
Compensation and Service Providers

Employees

NameTitleBaseTotal
F Lance CraigheadExecutive Di$12,500$12,500

Board Members and Trustees

NameTitle
Eldon J Spencer JrDirector
Gary GannonDirector
John BanovichDirector
Kent MadinDirector
Ted LangeDirector
Tom FiddamanDirector
Tony ThompsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$78,752
Program Service Revenue
$0
Investment Income
$1,039
Other Revenue
$3,748
All Other Contributions
$78,752
Change in Net Assets
$-24,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,041
Grants and Similar Amounts Paid$28,592
Salaries, Compensation, and Employee Benefits$26,945
Total Fundraising Expense$60
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$25,000--$25,000
Depreciation Depletion$19,999--$19,999
Grants to Domestic Individuals$19,092--$19,092
Foreign Grants$9,500--$9,500
Office Expenses$1,052$4,616-$5,668
Fees for Services Accounting$340$2,980-$3,320
Insurance$2,399--$2,399
Payroll Taxes$1,945--$1,945
Travel$1,724--$1,724
Fees for Services Other$1,388$101-$1,489
Advertising-$192$60$252
Other Expenses$425$171-$171
Fees for Service Investment Mgmnt Fees-$50-$50
Interest-$21-$21
Total Functional Expenses$82,864$24,654$60$107,578
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Charles CraigheadBrotherFiscal SponsorshipNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$288
Credit Card Payable$140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director is responsible for reviewing form 990.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Craighead Institute
EIN
52-0810968
Phone
4065858705
Address
201 S WALLACE AVENUE B2D, BOZEMAN, MT 59715

Signing Officer

Name
F Lance Craighead
Title
Executive Director
Phone
4065858705
Signed
2019-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
F Lance Craighead
Formed
1964
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
2

Preparer

Firm
Hubley Phillips & Williams Pllp
Address
1247 STONERIDGE DR, BOZEMAN, MT 59718
Preparer
Clint Phillips CPA
Phone
4065860281
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

The organization continued various conservation research, education, and outreach projects, centered in bozeman, mt.

Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0893
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01606
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03918
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60050
IRS990ScheduleA/PublicSupportPY170Pct00.76750
IRS990ScheduleA/PublicSupportTotal170Amt0586570
IRS990ScheduleA/SubstantialContributorsTotAmt0373093
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0334141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0131347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0152703
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0262720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0959663
IRS990ScheduleA/TotalSupportAmt0976753
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt029651
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0476950
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0506601
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0288
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1140
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
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IRS990ScheduleD/TotalLiabilityAmt0428
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IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt09500
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
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IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0CANADA
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt019092
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CHARLIE CRAIGHEAD - RESEA
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THESE FUNDS SUPPORTED CHARLIE CRAIGHEADS DEVELOPMENT AND PRODUCTION OF A FILM ABOUT WYOMING'S WATER RESOURCES, WHICH WILL INCLUDE CURRENT SCIENCE AND INFORMATION FROM A VARIETY OF EXPERTS, AND EXAMINE VALUES PEOPLE HAVE TOWARD WESTERN WATER RESOURCES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CHARLES CRAIGHEAD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BROTHER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FISCAL SPONSORSHIP
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0VALHALLA WILDERNESS
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0DONOR
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONTINUED VARIOUS CONSERVATION RESEARCH, EDUCATION, AND OUTREACH PROJECTS, CENTERED IN BOZEMAN, MT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0178491
IRS990/TotalAssetsGrp/BOYAmt0274816
IRS990/TotalAssetsGrp/EOYAmt0178491
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt078752
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt060
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024654
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082864
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107578
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072713
IRS990/TotalLiabilitiesEOYAmt0428
IRS990/TotalLiabilitiesGrp/BOYAmt072713
IRS990/TotalLiabilitiesGrp/EOYAmt0428
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0202103
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0178063
IRS990/TotalOtherProgSrvcExpenseAmt022398
IRS990/TotalProgramServiceExpensesAmt082864
IRS990/TotalReportableCompFromOrgAmt012500
IRS990/TotalRevenueGrp/ExclusionAmt03748
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01039
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083539
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0274816
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0178491
IRS990/TravelGrp/ProgramServicesAmt01724
IRS990/TravelGrp/TotalAmt01724
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01122 CHERRY DRIVE
IRS990/USAddress/CityNm0BOZEMAN
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059715
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CRAIGHEADRESEARCH.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0F LANCE CRAIGHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065858705
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CRAIGHEAD INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0CRAI
ReturnHeader/Filer/EIN0520810968
ReturnHeader/Filer/PhoneNum04065858705
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 S WALLACE AVENUE B2D
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CE33CDF4592BACB0CC679F1FF9545D2EABEEB49E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD7AEA3A359DF4F58BBF81EE7FFEE337CFFDEF53
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.166.105.70
ReturnHeader/FilingSecurityInformation/IPDt02019-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:08:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810511572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBLEY PHILLIPS & WILLIAMS PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01247 STONERIDGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065860281
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLINT PHILLIPS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-16T18:08:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.90$0.99$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.05$1.01$1.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.62$0.62$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.06$0.87$0.80$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.56$0.80$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.49$1.05$0.56
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.84$1.08$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.73$2.02$3.39$2.90$0.49
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.02$1.53$1.36$1.03$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$1.60$2.26$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.03$1.86$3.14$2.55$0.59
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.03$1.26$2.24$2.53$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.19$1.56$3.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.13$1.80$5.74
Peer Organizations

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