Civic Intelligence

Treacy Foundation

990PF • Fiscal year 2022 • EIN 81-0270257

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$62,600

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

75th percentile

9.7%

Faster asset growth than 75% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

125%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$40,460,779

Up $3,572,434 (+9.7%) from 2021

Net Assets

Up

$40,459,102

Up $3,574,311 (+9.7%) from 2021

Liabilities

Down

$1,677

Down $1,877 (-53%) from 2021

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Up

$5,868,862

Up $3,265,128 (+125%) from 2021

Expenses

Down

$2,289,187

Down $103,670 (-4.3%) from 2021

Net Income

Up

$3,579,675

Up $3,368,798 (+1598%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2022

Assets$40,460,779
Liabilities$1,677
Net Assets$40,459,102
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$5,868,862
Expenses$2,289,187
Net Income$3,579,675
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike CooneyExecutive DirectorPT$62,600-$62,600
Kimmy SkiftunVice ChairPT$12,365-$12,365
Michele BazzanellaTrustee-$4,350-$4,350
Tom McCarvelChairman-$2,600-$2,600
Kelly O'ConnellSec/Treas-$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
2023-11-08
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 1,115 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142677888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1558363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16386361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171898078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt183252043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19174335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt203793673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21421505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2235379
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 #3954 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DAD #1916 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DAD #3600 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DAD #3600 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RBC #5693 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6RBC #5693 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RBC #6591 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RBC #6591 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RBC #5718 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RBC #3954 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11STIFEL #5596 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12STIFEL #5596 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13STIFEL #4037 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14STIFEL #4037 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15STIFEL #8583 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16STIFEL #8583 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17STIFEL #0712 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18STIFEL #0712 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19PERSHING #7652 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20PERSHING #7652 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21GOLDMAN SACHS #3300 - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22STIFEL #5861 - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04434691
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-393271
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03579675
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05364
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt040464466
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt036884791
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt040459102
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02164933
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02164933
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02164933
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02243072
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt078139
IRS990PF/DistributableAmountGrp/TotalTaxAmt078139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt036000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt078139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt078139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt078139
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt044133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt036000
IRS990PF/FMVAssetsEOYAmt044217743
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt055627
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038827
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038827
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt09040003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05743922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05551475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt022929610
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029221684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt033140764
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt021014
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0321121
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0319000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0305379
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0300107
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt036884791
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt040459102
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03554
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01677
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02546864
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01372872
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01372872
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt036888345
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt040460779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044217743
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt036888345
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt040460779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt036884791
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt040459102
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02010862
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03783367
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03794805
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt045544600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01927603
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt043297997
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0683169
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0319000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02243072
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044861431
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt045544600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Ashton Thomas Private Wealth
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/CompensationAmt031376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt177524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt260566
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt339169
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment Advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt015279 N Scottsdale Rd
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/CityNm0Scottsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1St Louis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Great Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3Minneapolis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd085254
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/CompensationAmt262600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt312365
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt44350
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/ExpensesAndContributionsAmt01991081
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01991081
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,460,779
Liabilities
$1,677
Net assets
$40,459,102
Revenue
$5,868,862
Expenses
$2,289,187
Net income
$3,579,675
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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