Civic Intelligence

First Special Service Force Memorial Trust

990PF • Fiscal year 2023 • EIN 75-6659012

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 11, 2023

Organization Profile
Davidson Trust CO Pobox 2309Great Falls, MT 59401

(406) 791-7324

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

12th percentile

-62%

Higher net margin than 12% 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

44th percentile

-2.3%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$115,255

Down $2,733 (-2.3%) from 2022

Net Assets

Down

$115,255

Down $2,733 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin12th percentile

Revenue

Down

$4,418

Down $5,471 (-55%) from 2022

Expenses

Down

$7,169

Down $933 (-12%) from 2022

Net Income

Down

-$2,751

Down $4,538 (-254%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2011: $206,164Liabilities 2011: $0Net Assets 2011: $206,1642011Assets 2012: $210,229Liabilities 2012: $02012Assets 2013: $211,598Liabilities 2013: $0Net Assets 2013: $211,5982013Assets 2014: $217,567Liabilities 2014: $0Net Assets 2014: $217,5672014Assets 2015: $220,244Liabilities 2015: $0Net Assets 2015: $220,2442015Assets 2016: $216,276Liabilities 2016: $0Net Assets 2016: $216,2762016Assets 2017: $193,934Liabilities 2017: $0Net Assets 2017: $193,9342017Assets 2018: $172,626Liabilities 2018: $47,000Net Assets 2018: $125,6262018Assets 2019: $130,954Liabilities 2019: $0Net Assets 2019: $130,9542019Assets 2020: $120,221Liabilities 2020: $0Net Assets 2020: $120,2212020Assets 2021: $116,203Liabilities 2021: $0Net Assets 2021: $116,2032021Assets 2022: $117,988Liabilities 2022: $0Net Assets 2022: $117,9882022Assets 2023: $115,255Liabilities 2023: $0Net Assets 2023: $115,2552023Assets 2024: $115,392Liabilities 2024: $0Net Assets 2024: $115,3922024Assets 2025: $120,752Liabilities 2025: $0Net Assets 2025: $120,7522025

Highlighted filing

2023

Assets$115,255
Liabilities$0
Net Assets$115,255
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $3,1862011Revenue 2012: $9,741Expenses 2012: $5,676Net Income 2012: $4,0652012Expenses 2013: $8,3682013Revenue 2014: $16,320Expenses 2014: $10,351Net Income 2014: $5,9692014Revenue 2015: $17,185Expenses 2015: $14,508Net Income 2015: $2,6772015Revenue 2016: $9,508Expenses 2016: $17,313Net Income 2016: -$7,8052016Revenue 2017: $7,511Expenses 2017: $36,605Net Income 2017: -$29,0942017Revenue 2018: $17,684Expenses 2018: $89,369Net Income 2018: -$71,6852018Revenue 2019: $18,484Expenses 2019: $59,486Net Income 2019: -$41,0022019Revenue 2020: $15,690Expenses 2020: $24,572Net Income 2020: -$8,8822020Revenue 2021: $15,728Expenses 2021: $19,760Net Income 2021: -$4,0322021Revenue 2022: $9,889Expenses 2022: $8,102Net Income 2022: $1,7872022Revenue 2023: $4,418Expenses 2023: $7,169Net Income 2023: -$2,7512023Revenue 2024: $9,576Expenses 2024: $9,299Net Income 2024: $2772024Revenue 2025: $10,783Expenses 2025: $5,586Net Income 2025: $5,1972025

Highlighted filing

2023

Revenue$4,418
Expenses$7,169
Net Income-$2,751
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERMAN KASOFFTrustor Comm.-$0--
LONNIE COOKTrustor Comm.-$0--
JOHN WOONTrustor Comm.-$0--
Filing and Contact Details

Filer

Filer Name
First Special Service Force
EIN
75-6659012
Phone
4067917324
Address
DAVIDSON TRUST CO POBOX 2309, GREAT FALLS, MT 59401

Signing Officer

Name
Da Davidson Trust Company
Title
Trustee
Signed
2023-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Boyle Deveny & Meyer PC
Address
305 South 4th East Suite 200, Missoula, MT 59801
Preparer
Christina Twohig CPA
Phone
4067213555
Raw XML Appendix316 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD TOTAL STOCK MARKET INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DTC MULTI CAP EQUITY CTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DTC INTERMEDIATE FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CLEARBRIDGE SMALL CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FOUNDRY PARTNERS FUND S/C VAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LAZARD INTL EQUITY INSTL CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES MSCI EAFE INTL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0990PF TAX REFUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2751
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt017176
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DA DAVIDSON TRUST CTF ST LOSSES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DA DAVIDSON TRUST COVERED ST SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DA DAVIDSON TRUST LT COVERED SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gain Dividends
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2309
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREAT FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVIDSON TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04067917324
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03310
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02520
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03310
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02520
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0397
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MAINTENANCE OF MONUMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03310
OtherIncomeSchedule2/OtherIncomeDetail/Desc0990PF TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0349
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1290
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1290
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/Amt136
TaxesSchedule/TaxesDetail/CategoryTxt0990PF TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DA DAVIDSON TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST SPECIAL SERVICE FORCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0756659012
ReturnHeader/Filer/PhoneNum04067917324
ReturnHeader/Filer/USAddress/AddressLine1Txt0DAVIDSON TRUST CO POBOX 2309
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810390489
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boyle Deveny & Meyer PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 South 4th East Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Missoula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059801
ReturnHeader/PreparerPersonGrp/PhoneNum04067213555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINA TWOHIG CPA
ReturnHeader/ReturnTs02023-08-11T09:00:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DA DAVIDSON TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$115,255
Liabilities
$0
Net assets
$115,255
Revenue
$4,418
Expenses
$7,169
Net income
-$2,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.06$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.10$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.16$0.20$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.16$0.25$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.18$0.59$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.47$1.26$0.18$0.89$0.72
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.08$0.37$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.10$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.17$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.16$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.08
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.10$0.06$0.04
2011Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.03