Civic Intelligence

Plentywood Education and Alumni Foundation

990EZ • Fiscal year 2016 • EIN 71-0928779

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 19, 2017

100 East Laurel AvenuePlentywood, MT 59254

(406) 765-1803

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$15,966

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

76th percentile

26%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$385,580

Up $79,447 (+26%) from 2015

Net Assets

Up

$384,680

Up $78,547 (+26%) from 2015

Liabilities

Up

$900

Up $900 from 2015

Revenue

Up

$94,466

Up $35,866 (+61%) from 2015

Expenses

Up

$65,988

Up $7,411 (+13%) from 2015

Net Income

Up

$28,478

Up $28,455 (+123717%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $126,029Liabilities 2011: $02011Assets 2012: $247,885Net Assets 2012: $247,8852012Assets 2013: $284,987Liabilities 2013: $0Net Assets 2013: $284,9872013Assets 2014: $328,753Liabilities 2014: $0Net Assets 2014: $328,7532014Assets 2015: $306,133Liabilities 2015: $0Net Assets 2015: $306,1332015Assets 2016: $385,580Liabilities 2016: $900Net Assets 2016: $384,6802016Assets 2017: $374,140Liabilities 2017: $927Net Assets 2017: $373,2132017Assets 2018: $365,056Liabilities 2018: $1,165Net Assets 2018: $363,8912018Assets 2019: $337,538Liabilities 2019: $936Net Assets 2019: $336,6022019Assets 2020: $350,465Liabilities 2020: $936Net Assets 2020: $349,5292020Assets 2021: $393,883Liabilities 2021: $936Net Assets 2021: $392,9472021Assets 2022: $360,760Liabilities 2022: $182Net Assets 2022: $360,5782022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $544,629Liabilities 2024: $0Net Assets 2024: $544,6292024

Highlighted filing

2016

Assets$385,580
Liabilities$900
Net Assets$384,680

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $108,582Expenses 2011: $38,305Net Income 2011: $70,2772011Revenue 2012: $185,733Expenses 2012: $63,877Net Income 2012: $121,8562012Revenue 2013: $99,782Expenses 2013: $62,680Net Income 2013: $37,1022013Revenue 2014: $92,957Expenses 2014: $49,191Net Income 2014: $43,7662014Revenue 2015: $58,600Expenses 2015: $58,577Net Income 2015: $232015Revenue 2016: $94,466Expenses 2016: $65,988Net Income 2016: $28,4782016Revenue 2017: $83,437Expenses 2017: $92,336Net Income 2017: -$8,8992017Revenue 2018: $86,978Expenses 2018: $72,096Net Income 2018: $14,8822018Revenue 2019: $67,729Expenses 2019: $115,027Net Income 2019: -$47,2982019Revenue 2020: $51,003Expenses 2020: $41,659Net Income 2020: $9,3442020Revenue 2021: $88,013Expenses 2021: $39,687Net Income 2021: $48,3262021Revenue 2022: $46,593Expenses 2022: $38,257Net Income 2022: $8,3362022Revenue 2023: -$962Expenses 2023: $0Net Income 2023: -$9622023Revenue 2024: $76,164Expenses 2024: $21,731Net Income 2024: $54,4332024

Highlighted filing

2016

Revenue$94,466
Expenses$65,988
Net Income$28,478
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 19, 2017
Return Version
2016v3.0
Gross Receipts
$128,226
Mission and Program Overview

Mission

Promotion of education for sheridan county youth and alumni

Program Services

DescriptionGrantsExpenses
PROMOTION OF EDUCATION FOR SHERIDAN COUNTY YOUTH AND ALUMNI$1,910$24,747
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA TRYANExecutive DirecPT$15,966-$15,966
Ardell AngvickPresident-$0--
Rob PedersenVice President-$0--
Cindy ColdwellSecretary-$0--
Kathy OverlandTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Plentywood Education & Alumni Foundation
EIN
71-0928779
Phone
4067651803
Address
100 EAST LAUREL AVENUE, PLENTYWOOD, MT 59254

Signing Officer

Name
Lisa Tryan
Title
Executive Direc
Signed
2017-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Petersen & Peterson Cpas Pllc
Address
120 N JACKSON ST, PLENTYWOOD, MT 59254
Preparer
Casey Peterson CPA
Phone
4067651040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: EDUCATIONAL | Donee's Name: PLENTYWOOD SCHOOL DISTRICT | Donee's Address: 100 E LAUREL PLENTYWOOD MT 59254 | Relationship of Donee: NONE | Cash Amount Given: $24747

Other Expenses.1001

Advertising and Promotion $220

Other Expenses.1002

Office Expenses $457

Other Expenses.1007

Conferences, Conventions, and Meetings $97

Other Expenses.1012

Insurance $1024

Other Expenses.1

100th graduation celebration $13283

Other Expenses.2

Designated donor contribution $2813

Other Expenses.3

FUNDRAISING $1910

Other Expenses.4

PROMOTIONS $1910

Other Expenses.5

WEBSITE $900

Other Expenses.6

MISCELLANEOUS $809

Other Expenses.8

FOREIGN TAX PAID $252

Other Expenses.9

HOSPITALITY $75

Other Assets.1010

Inventories - Beginning $1762 Inventories - Ending $1762

Other Assets.1

INT/DIV REC - Beginning $1967 INT/DIV REC - Ending $1898

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $900

Raw XML Appendix188 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/TitleTxt4Treasurer
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATIONAL | Donee's Name: PLENTYWOOD SCHOOL DISTRICT | Donee's Address: 100 E LAUREL PLENTYWOOD MT 59254 | Relationship of Donee: NONE | Cash Amount Given: $24747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5100TH GRADUATION CELEBRATION $13283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESIGNATED DONOR CONTRIBUTION $2813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FUNDRAISING $1910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROMOTIONS $1910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEBSITE $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS $809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FOREIGN TAX PAID $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HOSPITALITY $75
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14INT/DIV REC - Beginning $1967 INT/DIV REC - Ending $1898
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LISA TRYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLENTYWOOD EDUCATION & ALUMNI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLEN
ReturnHeader/Filer/EIN0710928779
ReturnHeader/Filer/PhoneNum04067651803
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 EAST LAUREL AVENUE
ReturnHeader/Filer/USAddress/CityNm0PLENTYWOOD
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ReturnHeader/Filer/USAddress/ZIPCd059254
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 N JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLENTYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059254
ReturnHeader/PreparerPersonGrp/PhoneNum04067651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Casey Peterson CPA
ReturnHeader/ReturnTs02017-07-19T10:55:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.76$0.22$0.54
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.47$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.01$3.93$0.88$0.40$0.48
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.50$0.51$0.42$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.38$0.01$3.37$0.68$1.15$0.47
2018Detailed filing. Detailed filing data is available for this year.$3.65$0.01$3.64$0.87$0.72$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.74$0.01$3.73$0.83$0.92$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.86$0.01$3.85$0.94$0.66$0.28
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.59$0.59$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.93$0.49$0.44
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$1.00$0.63$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$2.48$1.86$0.64$1.22
2011Summary only. Only limited summary data is available for this year.$1.26$0.00$1.09$0.38$0.70