Civic Intelligence

Healthy Out West Association

990EZ • Fiscal year 2019 • EIN 80-0893655

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 13, 2020

Organization Profile
90 W CentralBelgrade, MT 59714

(406) 388-4444

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

96th percentile

$53,290

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 40.5% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

33rd percentile

-5.5%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$20,869

Down $1,216 (-5.5%) from 2018

Net Assets

Down

$17,635

Down $1,626 (-8.4%) from 2018

Liabilities

Up

$3,234

Up $410 (+15%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin39th percentile

Revenue

Down

$131,691

Down $4,274 (-3.1%) from 2018

Expenses

Down

$133,317

Down $2,013 (-1.5%) from 2018

Net Income

Down

-$1,626

Down $2,261 (-356%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$150K$100K$50K$0Assets 2015: $22,071Liabilities 2015: $0Net Assets 2015: $22,0712015Assets 2016: $23,487Liabilities 2016: $0Net Assets 2016: $23,4872016Assets 2017: $20,886Liabilities 2017: $2,220Net Assets 2017: $18,6662017Assets 2018: $22,085Liabilities 2018: $2,824Net Assets 2018: $19,2612018Assets 2019: $20,869Liabilities 2019: $3,234Net Assets 2019: $17,6352019Assets 2020: $24,054Liabilities 2020: $3,669Net Assets 2020: $20,3852020Assets 2021: $91,119Liabilities 2021: $9,098Net Assets 2021: $82,0212021Assets 2022: $112,371Liabilities 2022: $9,336Net Assets 2022: $103,0352022

Highlighted filing

2019

Assets$20,869
Liabilities$3,234
Net Assets$17,635
Open 2019 Filing

Operations Trend

Revenue Growth43rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $124,107Expenses 2015: $133,088Net Income 2015: -$8,9812015Revenue 2016: $141,249Expenses 2016: $139,833Net Income 2016: $1,4162016Revenue 2017: $132,215Expenses 2017: $135,849Net Income 2017: -$3,6342017Revenue 2018: $135,965Expenses 2018: $135,330Net Income 2018: $6352018Revenue 2019: $131,691Expenses 2019: $133,317Net Income 2019: -$1,6262019Revenue 2020: $168,204Expenses 2020: $165,454Net Income 2020: $2,7502020Revenue 2021: $262,733Expenses 2021: $201,097Net Income 2021: $61,6362021Revenue 2022: $349,923Expenses 2022: $328,909Net Income 2022: $21,0142022

Highlighted filing

2019

Revenue$131,691
Expenses$133,317
Net Income-$1,626
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 13, 2020
Return Version
2019v5.0
Gross Receipts
$131,691
Mission and Program Overview

Mission

Social welfare org to teach & inform

Program Services

DescriptionGrantsExpenses
Nutrition, health and wellness coaching for approximately 350 members-$133,292
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERIE JULIANPresidentFT$53,290-$53,290
Filing and Contact Details

Filer

Filer Name
Healthy Out West Association
EIN
80-0893655
Address
90 W CENTRAL, Belgrade, MT 59714

Signing Officer

Name
Sherie Julian
Title
President
Phone
4063884444
Signed
2020-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Gallatin Valley Tax Services LLC
Address
1105 Reeves Rd W Ste 900, Bozeman, MT 59718
Preparer
Kelly Callantine
Phone
4065872525
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPROFESSIONAL FEES 175SUPPLIES 123”

Description of other assets Part II line 24

“Category Beginning of Year End of YearSILVER AND GOLD 4,960 4,960RENT DEPOSIT 2,500 2,500LEASEHOLD IMPROVEMENTS 7,844 7,844”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPAYROLL LIABILITIES 2,824 3,234”

Raw XML Appendix105 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERIE JULIAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04063884444
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt090 W CENTRAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Belgrade
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06781
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05565
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1626
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012722
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022085
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020869
IRS990EZ/GrossReceiptsAmt0131691
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03365
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019261
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017635
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019261
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017635
IRS990EZ/OccupancyRentUtltsAndMaintAmt07986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt053290
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERIE JULIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015304
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015304
IRS990EZ/OtherExpensesTotalAmt0298
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Social welfare org to teach & inform
IRS990EZ/PrintingPublicationsPostageAmt0112
IRS990EZ/ProgramServiceRevenueAmt0128326
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Nutrition, health and wellness coaching for approximately 350 members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0133292
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0112199
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02824
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03234
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0133317
IRS990EZ/TotalProgramServiceExpensesAmt0133292
IRS990EZ/TotalRevenueAmt0131691
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPROFESSIONAL FEES 175SUPPLIES 123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearSILVER AND GOLD 4,960 4,960RENT DEPOSIT 2,500 2,500LEASEHOLD IMPROVEMENTS 7,844 7,844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPAYROLL LIABILITIES 2,824 3,234
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERIE JULIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04063884444
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEALTHY OUT WEST ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAL
ReturnHeader/Filer/EIN0800893655
ReturnHeader/Filer/USAddress/AddressLine1Txt090 W CENTRAL
ReturnHeader/Filer/USAddress/CityNm0Belgrade
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059714
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId001447C86887270423C85E576761050E6524D3E0C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId001447C86887270423C85E576761050E6524D3E0C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08103702020044kfvti3c
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-02-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.144.241.10
ReturnHeader/FilingSecurityInformation/IPDt02020-02-13
ReturnHeader/FilingSecurityInformation/IPTm016:57:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205518592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gallatin Valley Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01105 Reeves Rd W Ste 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065872525
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelly Callantine
ReturnHeader/ReturnTs02020-02-13T17:00:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,869
Liabilities
$3,234
Net assets
$17,635
Revenue
$131,691
Expenses
$133,317
Net income
-$1,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.09$1.03$3.50$3.29$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.09$0.82$2.63$2.01$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.04$0.20$1.68$1.65$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.03$0.18$1.32$1.33$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.03$0.19$1.36$1.35$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.02$0.19$1.32$1.36$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$1.41$1.40$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.24$1.33$0.09