Civic Intelligence

Stock Farm Greater Ravalli Foundation

990 • Fiscal year 2023 • EIN 68-0514886

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

Organization Profilesfgrf.org
PO Box 1146Hamilton, MT 59840-1146

(406) 363-4661

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.07x

Higher debt load relative to assets than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.26x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$72,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

37%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$3,224,353

Down $39,270 (-1.2%) from 2022

Net Assets

Up

$2,982,638

Up $5,980 (+0.2%) from 2022

Liabilities

Down

$241,715

Down $45,250 (-16%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin29th percentile

Revenue

Up

$935,805

Up $252,140 (+37%) from 2022

Expenses

Up

$987,358

Up $130,120 (+15%) from 2022

Net Income

Up

-$51,553

Up $122,020 (+70%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,137,575Liabilities 2011: $90,000Net Assets 2011: $2,047,5752011Assets 2012: $2,369,408Liabilities 2012: $114,000Net Assets 2012: $2,255,4082012Assets 2013: $2,601,118Liabilities 2013: $39,156Net Assets 2013: $2,561,9622013Assets 2014: $2,775,181Liabilities 2014: $117,524Net Assets 2014: $2,657,6572014Assets 2015: $2,709,635Liabilities 2015: $152,000Net Assets 2015: $2,557,6352015Assets 2016: $2,942,900Liabilities 2016: $168,000Net Assets 2016: $2,774,9002016Assets 2017: $3,140,859Liabilities 2017: $250,000Net Assets 2017: $2,890,8592017Assets 2018: $2,901,476Liabilities 2018: $310,000Net Assets 2018: $2,591,4762018Assets 2019: $3,130,898Liabilities 2019: $324,000Net Assets 2019: $2,806,8982019Assets 2020: $3,454,871Liabilities 2020: $334,821Net Assets 2020: $3,120,0502020Assets 2021: $3,945,218Liabilities 2021: $256,781Net Assets 2021: $3,688,4372021Assets 2022: $3,263,623Liabilities 2022: $286,965Net Assets 2022: $2,976,6582022Assets 2023: $3,224,353Liabilities 2023: $241,715Net Assets 2023: $2,982,6382023Assets 2024: $3,422,044Liabilities 2024: $323,734Net Assets 2024: $3,098,3102024

Highlighted filing

2023

Assets$3,224,353
Liabilities$241,715
Net Assets$2,982,638
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $663,950Expenses 2011: $156,306Net Income 2011: $507,6442011Revenue 2012: $419,453Expenses 2012: $211,620Net Income 2012: $207,8332012Revenue 2013: $526,586Expenses 2013: $220,032Net Income 2013: $306,5542013Revenue 2014: $410,172Expenses 2014: $232,479Net Income 2014: $177,6932014Revenue 2015: $220,355Expenses 2015: $320,682Net Income 2015: -$100,3272015Revenue 2016: $499,248Expenses 2016: $342,715Net Income 2016: $156,5332016Revenue 2017: $569,683Expenses 2017: $453,724Net Income 2017: $115,9592017Revenue 2018: $227,898Expenses 2018: $527,281Net Income 2018: -$299,3832018Revenue 2019: $597,849Expenses 2019: $540,767Net Income 2019: $57,0822019Revenue 2020: $999,308Expenses 2020: $688,054Net Income 2020: $311,2542020Revenue 2021: $1,067,573Expenses 2021: $797,595Net Income 2021: $269,9782021Revenue 2022: $683,665Expenses 2022: $857,238Net Income 2022: -$173,5732022Revenue 2023: $935,805Expenses 2023: $987,358Net Income 2023: -$51,5532023Revenue 2024: $1,132,325Expenses 2024: $1,106,218Net Income 2024: $26,1072024

Highlighted filing

2023

Revenue$935,805
Expenses$987,358
Net Income-$51,553
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Gross Receipts
$2,757,838
Mission and Program Overview

Mission

Grass roots educational, college scholarships and sustenance financial support for ravalli county, montana k-12 students and families

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,009,478$2,829,718▼ $179,760
Savings and Temporary Cash Investments$56,924$245,093▲ $188,169
Cash and Non-Interest-Bearing Accounts$131,133$116,564▼ $14,569
Pledges and Grants Receivable$64,850$31,969▼ $32,881
Land, Buildings, and Equipment, Net$1,238$743▼ $495
Prepaid Expenses and Deferred Charges-$266-
Total Assets$3,263,623$3,224,353▼ $39,270
Liabilities
Other Liabilities$272,965$241,715▼ $31,250
Grants Payable$14,000$0▼ $14,000
Total Liabilities$286,965$241,715▼ $45,250
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,125,620$2,125,620→ $0
Net Assets Without Donor Restrictions$851,038$857,018▲ $5,980
Total Net Assets Fund Balance$2,976,658$2,982,638▲ $5,980
Total Liabilities and Net Assets / Fund Balance$3,263,623$3,224,353▼ $39,270

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$743$1,837$2,580
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,066,402$70,459▲ $279,352$0$3,074,811
2022$3,672,597$10,092▼ $442,764$0$3,066,402
2021$3,191,380$187,251▲ $567,255$0$3,672,597
2020$2,847,565$466,625▲ $98,273$0$3,191,380
2019$2,594,302$39,688▲ $367,559$0$2,847,565
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deb GabelhausenExecutive DirectorFT$72,000$72,000

Board Members and Trustees

NameTitle
James A CoteCo-Chairperson
James R SchuelerCo-Chairperson
Charles R SchwabDirector
James McNerneyDirector
Katy EhlenDirector
Kirk FernandezDirector
Karen TalbotDirector/Exec. Committee
Mike CanningDirector/Exec. Committee
Sonny LasalleDirector/Exec. Committee
Steve BuckDirector/Exec. Committee
Wes SpikerDirector/Exec. Committee
John P TaliaSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$712,081
Program Service Revenue
$0
Investment Income
$223,724
Other Revenue
$0
All Other Contributions
$612,081
Change in Net Assets
$-51,553

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$70,459Average Hi/lo Price
Total Noncash Contributions3$70,459-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$810,039
Other Expenses$99,251
Salaries, Compensation, and Employee Benefits$78,068
Total Fundraising Expense$22,560
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$543,930--$543,930
Grants to Domestic Orgs$266,109--$266,109
Current Officers, Directors, Trustees, and Key Employees$57,600$7,200$7,200$72,000
All Other Expenses$20,616$541$6,365$27,522
Other Expenses$22,842$0$0$22,842
Fees for Service Investment Mgmnt Fees$0$21,402$0$21,402
Fees for Services Other$5,128$641$641$6,410
Payroll Taxes$4,789$605$599$5,993
Occupancy$2,240$280$280$2,800
Insurance$0$2,285$0$2,285
Office Expenses$646$323$323$1,292
Depreciation Depletion$0$495$0$495
Other Salaries and Wages$0$75$0$75
Total Functional Expenses$930,754$34,044$22,560$987,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton School DistrictHamilton, MTPublic SchoolsSustenance/educatiion$43,000
Corvallis School DistrictCorvallis, MTPublic SchoolsSustenance/educatiion$23,000
EMMA'S HOUSEHamilton, MT501(c)(3)Childrens Advocacy$20,000
Stevensville School DistrictStevensville, MTPublic SchoolsSustenance/educatiion$19,400
Darby School DistrictDarby, MTPublic SchoolsSustenance/educatiion$13,200
Coding for KidsStevensville, MT501(c)(3)Education$12,075
Lone Rock School DistrictStevensville, MTPublic SchoolsSustenance/educatiion$7,800
Florence-carlton School DistrictFlorence, MTPublic SchoolsSustenance/educatiion$7,600
Bitterroot Valley KiwanisHamilton, MT501(c)(7)Sustenance$7,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Portion 2023 Scholarships-payable in 2025$120,000
Short-term Portion 2023 Scholarships-payable in 2024$105,000
Short-term Portion 2022 Scholarships-payable in 2023$12,000
Reserved U of Montana Scholarship Funds$4,715
Short-term Portion 2020 Scholarships-payable in 2023$0
Long-term Portion 2022 Scholarships-payable in 2024$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Stock Farm Greater Ravalli Foundation
EIN
68-0514886
Phone
4063634661
Address
PO BOX 1146, HAMILTON, MT 59840-1146

Signing Officer

Name
John P Talia
Title
Secretary-treasurer
Phone
4063634661
Signed
2024-10-23

Organization Details

Principal Officer
James a Cote
Formed
2002
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
20
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copy of form 990 is reviewed by each member of the executive committee of the board prior to filing and is available to all board members upon request.”

Pt VI, Line 12C

“Policy is considered in any board action taken”

Pt VI, Line 19

“Documents can be requested from the organizations executive committee or executive director through an oral or written request”

Pt VI, Line 15A

“GENERAL INQUIRY/REVIEW/KNOWLEDGE OF OTHER LOCAL 501(c)(3)s”

Form 990, Part III, Line 4D

“GRANTS TO 501(c)(3) RAVALLI COUNTY PUBLIC CHARITIES 137176. 33000. 0.”

Financial Statement Notes

Pt V, Line 4

“Annual scholarship grants and mission funding”

Raw XML AppendixShowing 400 of 690 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0GRASS ROOTS EDUCATIONAL, COLLEGE SCHOLARSHIPS AND SUSTENANCE FINANCIAL SUPPORT FOR RAVALLI COUNTY, MONTANA K-12 STUDENTS AND FAMILIES
IRS990/AllOtherContributionsAmt0612081
IRS990/AllOtherExpensesGrp/FundraisingAmt06365
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0541
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020616
IRS990/AllOtherExpensesGrp/TotalAmt027522
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOHN P TALIA
IRS990/BooksInCareOfDetail/PhoneNum04063634661
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0143 CHERRY ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0Hamilton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059840
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0131133
IRS990/CashNonInterestBearingGrp/EOYAmt0116564
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07200
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07200
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt057600
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt072000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0712081
IRS990/CYGrantsAndSimilarPaidAmt0810039
IRS990/CYInvestmentIncomeAmt0223724
IRS990/CYOtherExpensesAmt099251
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-51553
IRS990/CYSalariesCompEmpBnftPaidAmt078068
IRS990/CYTotalExpensesAmt0987358
IRS990/CYTotalFundraisingExpenseAmt022560
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0935805
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0495
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt0495
IRS990/Desc0SUSTENANCE SUPPORT FOR BITTERROOT VALLEY FAMILIES WITH SCHOOL AGED CHILDREN PAID DIRECTLY BY ORGANIZATION AND THROUGH BITTERROOT VALLEY CHARITIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02125620
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02125620
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt093435
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/FundraisingAmt0641
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0641
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt05128
IRS990/FeesForServicesOtherGrp/TotalAmt06410
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt021402
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt021402
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0James A Cote
IRS990/Form990PartVIISectionAGrp/PersonNm1James R Schueler
IRS990/Form990PartVIISectionAGrp/PersonNm2John P Talia
IRS990/Form990PartVIISectionAGrp/PersonNm3Deb Gabelhausen
IRS990/Form990PartVIISectionAGrp/PersonNm4Charles R Schwab
IRS990/Form990PartVIISectionAGrp/PersonNm5Kirk Fernandez
IRS990/Form990PartVIISectionAGrp/PersonNm6James McNerney
IRS990/Form990PartVIISectionAGrp/PersonNm7SONNY LASALLE
IRS990/Form990PartVIISectionAGrp/PersonNm8Karen Talbot
IRS990/Form990PartVIISectionAGrp/PersonNm9Mike Canning
IRS990/Form990PartVIISectionAGrp/PersonNm10Steve Buck
IRS990/Form990PartVIISectionAGrp/PersonNm11WES SPIKER
IRS990/Form990PartVIISectionAGrp/PersonNm12Katy Ehlen
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt372000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2Sec/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director/Exec. Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director/Exec. Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director/Exec. Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director/Exec. Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director/Exec. Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0128266
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt07500
IRS990/GrantsPayableGrp/BOYAmt014000
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0543930
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0543930
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0266109
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0266109
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01950299
IRS990/GrossReceiptsAmt02757838
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02285
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02285
IRS990/InvestmentIncomeGrp/ExclusionAmt095458
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095458
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03009478
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02829718
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01837
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01238
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0743
IRS990/LandBldgEquipCostOrOtherBssAmt02580
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01822033
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRASS ROOTS EDUCATIONAL, COLLEGE SCHOLARSHIPS AND SUSTENANCE FINANCIAL SUPPORT FOR RAVALLI COUNTY, MONTANA K-12 STUDENTS AND FAMILIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02976658
IRS990/NetAssetsOrFundBalancesEOYAmt02982638
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0128266
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0128266
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt057533
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0851038
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0857018
IRS990/NoncashContributionsAmt070459
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0280
IRS990/OccupancyGrp/ManagementAndGeneralAmt0280
IRS990/OccupancyGrp/ProgramServicesAmt02240
IRS990/OccupancyGrp/TotalAmt02800
IRS990/OfficeExpensesGrp/FundraisingAmt0323
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0323
IRS990/OfficeExpensesGrp/ProgramServicesAmt0646
IRS990/OfficeExpensesGrp/TotalAmt01292
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0POSTAGE/BOX RENT
IRS990/OtherExpensesGrp/Desc1NEWSLETTER
IRS990/OtherExpensesGrp/Desc2BANK/PAYPAL
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIP EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0197
IRS990/OtherExpensesGrp/FundraisingAmt16656
IRS990/OtherExpensesGrp/FundraisingAmt2299
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0197
IRS990/OtherExpensesGrp/ProgramServicesAmt16657
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt322842
IRS990/OtherExpensesGrp/TotalAmt0591
IRS990/OtherExpensesGrp/TotalAmt113313
IRS990/OtherExpensesGrp/TotalAmt2299
IRS990/OtherExpensesGrp/TotalAmt322842
IRS990/OtherLiabilitiesGrp/BOYAmt0272965
IRS990/OtherLiabilitiesGrp/EOYAmt0241715
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt075
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0599
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0605
IRS990/PayrollTaxesGrp/ProgramServicesAmt04789
IRS990/PayrollTaxesGrp/TotalAmt05993
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt064850
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt031969
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0266
IRS990/PrincipalOfficerNm0JAMES A COTE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Funded Ravalli County School Districts with needed basic education supplies and student sustenance funding due to school districts lack of public funding.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0156213
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0139675
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Awarded college scholarships to Bitterroot Valley students. See Schedule I
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0543930
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS TO 501(c)(3) RAVALLI COUNTY PUBLIC CHARITIES GENERAL EXPENSES INCURRED TO SUPPORT ABOVE SEE PAGE 10 LINES 11(a) through 24(e)
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0137176
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt033000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0587445
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0693209
IRS990/PYInvestmentIncomeAmt096220
IRS990/PYOtherExpensesAmt084292
IRS990/PYRevenuesLessExpensesAmt0-173573
IRS990/PYSalariesCompEmpBnftPaidAmt079737
IRS990/PYTotalExpensesAmt0857238
IRS990/PYTotalRevenueAmt0683665
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-51553
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt0100000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0245093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0712081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0587445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0798200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0902741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0387875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03388342
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt095458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt084499
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt077802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt086318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt090560
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0434637
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59240
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.56380
IRS990ScheduleA/PublicSupportTotal170Amt02264851
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt01123491
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0712081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0587445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0798200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0902741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0387875
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03388342
IRS990ScheduleA/TotalSupportAmt03822979
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.11880
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt021402
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03066402
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt070459
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03074811
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0320000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0279352
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt023523
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03672597
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03066402
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0150000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-442764
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt023289
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03191380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0187251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03672597
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0250000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0567255
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02847565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0466625
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03191380
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0200000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,224,353
Liabilities
$241,715
Net assets
$2,982,638
Revenue
$935,805
Expenses
$987,358
Net income
-$51,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.32$3.10$1.13$1.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.24$2.98$0.94$0.99$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.29$2.98$0.68$0.86$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.26$3.69$1.07$0.80$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.33$3.12$1.00$0.69$0.31
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.32$2.81$0.60$0.54$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.31$2.59$0.23$0.53$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.25$2.89$0.57$0.45$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.17$2.77$0.50$0.34$0.16
2015Summary only. Only limited summary data is available for this year.$2.71$0.15$2.56$0.22$0.32$0.10
2014Summary only. Only limited summary data is available for this year.$2.78$0.12$2.66$0.41$0.23$0.18
2013Summary only. Only limited summary data is available for this year.$2.60$0.04$2.56$0.53$0.22$0.31
2012Summary only. Only limited summary data is available for this year.$2.37$0.11$2.26$0.42$0.21$0.21
2011Summary only. Only limited summary data is available for this year.$2.14$0.09$2.05$0.66$0.16$0.51