Civic Intelligence

Treacy Foundation

990PF • Fiscal year 2021 • EIN 81-0270257

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 12, 2022

Organization Profile
PO Box 1479Helena, MT 59624

(406) 443-3549

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

39th percentile

8.1%

Higher net margin than 39% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

26th percentile

$81,860

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

22nd percentile

0.5%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

25%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$36,888,345

Up $178,811 (+0.5%) from 2020

Net Assets

Up

$36,884,791

Up $195,521 (+0.5%) from 2020

Liabilities

Down

$3,554

Down $16,710 (-82%) from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin39th percentile

Revenue

Up

$2,603,734

Up $524,310 (+25%) from 2020

Expenses

Down

$2,392,857

Down $410 (-0.0%) from 2020

Net Income

Up

$210,877

Up $524,720 (+167%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$60M$40M$20M$0Assets 2010: $32,964,790Liabilities 2010: $1,229Net Assets 2010: $32,963,5612010Assets 2011: $32,968,749Liabilities 2011: $1,2252011Assets 2012: $33,392,155Liabilities 2012: $1,375Net Assets 2012: $33,390,7802012Assets 2013: $33,910,297Liabilities 2013: $1,603Net Assets 2013: $33,908,6942013Assets 2014: $34,156,347Liabilities 2014: $1,607Net Assets 2014: $34,154,7402014Assets 2015: $34,099,305Liabilities 2015: $1,596Net Assets 2015: $34,097,7092015Assets 2016: $33,881,458Liabilities 2016: $2,164Net Assets 2016: $33,879,2942016Assets 2017: $36,877,181Liabilities 2017: $2,023Net Assets 2017: $36,875,1582017Assets 2018: $36,640,821Liabilities 2018: $1,876Net Assets 2018: $36,638,9452018Assets 2019: $36,995,925Liabilities 2019: $1,872Net Assets 2019: $36,994,0532019Assets 2020: $36,709,534Liabilities 2020: $20,264Net Assets 2020: $36,689,2702020Assets 2021: $36,888,345Liabilities 2021: $3,554Net Assets 2021: $36,884,7912021Assets 2022: $40,460,779Liabilities 2022: $1,677Net Assets 2022: $40,459,1022022Assets 2023: $39,493,819Liabilities 2023: $50,410Net Assets 2023: $39,443,4092023Assets 2024: $42,018,509Liabilities 2024: $1,569Net Assets 2024: $42,016,9402024

Highlighted filing

2021

Assets$36,888,345
Liabilities$3,554
Net Assets$36,884,791
Open 2021 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $738,3472010Revenue 2011: $1,596,602Expenses 2011: $1,282,993Net Income 2011: $313,6092011Expenses 2012: $1,616,7742012Revenue 2013: $2,571,178Expenses 2013: $2,031,991Net Income 2013: $539,1872013Revenue 2014: $2,359,424Expenses 2014: $2,105,689Net Income 2014: $253,7352014Revenue 2015: $2,083,474Expenses 2015: $2,125,505Net Income 2015: -$42,0312015Revenue 2016: $2,041,349Expenses 2016: $2,259,764Net Income 2016: -$218,4152016Revenue 2017: $5,107,169Expenses 2017: $2,113,469Net Income 2017: $2,993,7002017Revenue 2018: $2,200,439Expenses 2018: $2,434,856Net Income 2018: -$234,4172018Revenue 2019: $2,692,176Expenses 2019: $2,300,420Net Income 2019: $391,7562019Revenue 2020: $2,079,424Expenses 2020: $2,393,267Net Income 2020: -$313,8432020Revenue 2021: $2,603,734Expenses 2021: $2,392,857Net Income 2021: $210,8772021Revenue 2022: $5,868,862Expenses 2022: $2,289,187Net Income 2022: $3,579,6752022Revenue 2023: $1,579,163Expenses 2023: $2,579,637Net Income 2023: -$1,000,4742023Revenue 2024: $5,302,148Expenses 2024: $2,728,617Net Income 2024: $2,573,5312024

Highlighted filing

2021

Revenue$2,603,734
Expenses$2,392,857
Net Income$210,877
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimmy SkiftunVice ChairPT$81,860-$81,860
Mike CooneyExecutive DirectorPT$44,040-$44,040
Tom McCarvelChairman-$2,600-$2,600
Kelly O'ConnellSec/Treas-$2,600-$2,600
Michele BazzanellaTrustee-$2,600-$2,600
Filing and Contact Details

Filer

Filer Name
Treacy Foundation
EIN
81-0270257
Phone
4064433549
Address
PO Box 1479, Helena, MT 59624

Signing Officer

Name
Mike Cooney
Title
Executive Director
Signed
2022-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Nichols Steinhoff Cpas LLC
Address
925 OILFIELD AVE STE 1, SHELBY, MT 59474
Preparer
John H Steinhoff CPA
Phone
4064342228
Raw XML AppendixShowing 400 of 1,166 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0BALANCE SHEET SCHEDULELINE 6 - RECEIVABLE FROM OFFICER2020ON DECEMBER 23, 2020, A PAYMENT OF A PERSONAL EXPENSE WAS INADVERTENTLY PAID ON BEHALF OF KIMMY SKIFTUN, AN OFFICER. ONCE SHE REALIZED THAT THIS PAYMENT HAD OCCURRED, THE AMOUNT WAS PROMPTLY REPAID ON JANUARY 5, 2021.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13221203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14131805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15355072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17393549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1835018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19663658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20167684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DAD #3954 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DAD #3654 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DAD #1916 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DAD #1916 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DAD #3600 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DAD #3600 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6RBC #5693 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RBC #5693 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RBC #6591 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RBC #6591 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RBC #5718 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STIFEL #5596 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STIFEL #5596 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13STIFEL #4037 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14STIFEL #8583 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15STIFEL #8583 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16STIFEL #0712 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17STIFEL #0712 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18WELLS FARGO #7549 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19WELLS FARGO #7549 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20FOLIO #3300V - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21PRINCIPAL HORNBECK OFFSHORE - BANKRUPTCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22PRINCIPAL SASC 04-206A - BANKRUPTCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212021-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222021-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01272453
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt034724
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0210877
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt015356
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036900147
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt036689270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt036884791
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02110036
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02110036
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02110036
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02142429
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032393
IRS990PF/DistributableAmountGrp/TotalTaxAmt032393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031806
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032393
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0594
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt031806
IRS990PF/FMVAssetsEOYAmt050883408
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt055627
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt055627
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt09327274
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt09040003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt09481518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt022946501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022929610
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt036381064
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt015742
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0321121
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0319000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0310651
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0305379
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt036689270
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt036884791
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt020264
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03554
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt0167
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01878069
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02546864
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02546864
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt036709534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt036888345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050883408
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt020264
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt036709534
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt036888345
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt036689270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt036884791
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02246872
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02010862
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02099335
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt043501095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01074377
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042107718
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0652516
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0319000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02142429
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt042848579
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt043501095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Wells Fargo Advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Stifel Nicolaus & Company Incorporated
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2DA Davidson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3RBC Capital Markets LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt058687
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt176916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt253036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt335442
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02801 Market Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1501 N Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt28 Third Street North
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3PO Box 1510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Saint Louis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1St Louis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Great Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3Minneapolis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd063103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd163102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd259401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd355440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt232.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt332.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt244040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt381860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt42600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Tom McCarvel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kelly O'Connell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mike Cooney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kimmy Skiftun
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Michele Bazzanella
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sec/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Executive Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 1479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Helena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Helena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Helena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Helena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Helena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd059624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd159624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd259624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd359624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd459624
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02105895
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02105895
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,888,345
Liabilities
$3,554
Net assets
$36,884,791
Revenue
$2,603,734
Expenses
$2,392,857
Net income
$210,877
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$5.30$2.73$2.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.5$0.05$39.4$1.58$2.58$1.00
2022Detailed filing. Detailed filing data is available for this year.$40.5$0.00$40.5$5.87$2.29$3.58
2021Detailed filing. Detailed filing data is available for this year.$36.9$0.00$36.9$2.60$2.39$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$0.02$36.7$2.08$2.39$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$0.00$37.0$2.69$2.30$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$0.00$36.6$2.20$2.43$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$0.00$36.9$5.11$2.11$2.99
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$0.00$33.9$2.04$2.26$0.22
2015Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$2.08$2.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$2.36$2.11$0.25
2013Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$2.57$2.03$0.54
2012Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$1.62
2011Summary only. Only limited summary data is available for this year.$33.0$0.00$1.60$1.28$0.31
2010Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$0.74