Civic Intelligence

Beaverhead Foundation

990PF • Fiscal year 2013 • EIN 81-0294449

Mar 01, 2012 to Feb 28, 2013 • Filed on May 31, 2013

Organization Profile
PO Box 131459725
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

45th percentile

0.3%

Faster asset growth than 45% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$537,928

Up $1,499 (+0.3%) from 2012

Net Assets

Up

$537,928

Up $1,499 (+0.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$25,316

Down $2,912 (-10%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$600K$400K$200K$0Assets 2011: $541,002Liabilities 2011: $0Net Assets 2011: $541,0022011Assets 2012: $536,429Liabilities 2012: $0Net Assets 2012: $536,4292012Assets 2013: $537,928Liabilities 2013: $0Net Assets 2013: $537,9282013Assets 2014: $534,307Liabilities 2014: $0Net Assets 2014: $534,3072014Assets 2015: $530,639Liabilities 2015: $0Net Assets 2015: $530,6392015Assets 2016: $529,417Liabilities 2016: $0Net Assets 2016: $529,4172016Assets 2017: $524,596Liabilities 2017: $0Net Assets 2017: $524,5962017Assets 2018: $527,971Liabilities 2018: $0Net Assets 2018: $527,9712018Assets 2019: $529,157Liabilities 2019: $0Net Assets 2019: $529,1572019Assets 2020: $524,502Liabilities 2020: $0Net Assets 2020: $524,5022020Assets 2021: $514,551Liabilities 2021: $0Net Assets 2021: $514,5512021Assets 2022: $503,162Liabilities 2022: $0Net Assets 2022: $503,1622022Assets 2023: $499,644Liabilities 2023: $0Net Assets 2023: $499,6442023Assets 2024: $496,462Liabilities 2024: $0Net Assets 2024: $496,4622024Assets 2025: $491,987Liabilities 2025: $0Net Assets 2025: $491,9872025

Highlighted filing

2013

Assets$537,928
Liabilities$0
Net Assets$537,928
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2011: $22,7032011Expenses 2012: $28,2282012Expenses 2013: $25,3162013Revenue 2014: $26,521Expenses 2014: $30,142Net Income 2014: -$3,6212014Revenue 2015: $26,127Expenses 2015: $29,849Net Income 2015: -$3,7222015Revenue 2016: $28,620Expenses 2016: $29,842Net Income 2016: -$1,2222016Revenue 2017: $24,266Expenses 2017: $29,086Net Income 2017: -$4,8202017Revenue 2018: $24,271Expenses 2018: $20,896Net Income 2018: $3,3752018Revenue 2019: $26,087Expenses 2019: $24,901Net Income 2019: $1,1862019Revenue 2020: $21,184Expenses 2020: $25,838Net Income 2020: -$4,6542020Revenue 2021: $22,372Expenses 2021: $32,323Net Income 2021: -$9,9512021Revenue 2022: $19,252Expenses 2022: $30,641Net Income 2022: -$11,3892022Revenue 2023: $20,327Expenses 2023: $23,845Net Income 2023: -$3,5182023Revenue 2024: $19,295Expenses 2024: $21,643Net Income 2024: -$2,3482024Revenue 2025: $19,884Expenses 2025: $24,474Net Income 2025: -$4,5902025

Highlighted filing

2013

Revenue-
Expenses$25,316
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2012 to Feb 28, 2013
Signed
May 31, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John WilkersonPres-$0--
Tom WelchVpres-$0--
Susan McRaeTreas-$0--
W Cecil JonesSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBeaverhead County MuseumImprovements to Museum Building-Dillon, MT, US$5,400
Paid GrantBeaverhead Emergency Medical ServiceLifePac 15 for Ambulance-Dillon, MT, US$5,000
Paid GrantSouthwest Montana YMCAExercise Equipment-Dillon, MT, US$3,600
Paid GrantWise River Community FoundationImprovements to Community Center Building-Wisdom, MT, US$2,500
Paid GrantSenior Companion ProgramFund program to assist homebound elders or isolated adults-Helena, MT, US$2,500
Paid GrantParkview Acres AuxillaryChristmas, Birthday Recreation gifts of elderly residents-Dillon, MT, US$2,000
Paid GrantWomen's Resource CenterFencing supplies for Safe house-Dillon, MT, US$850
Paid GrantBeaverhead Public HealthAED Manikins/trainers supplies-Dillon, MT, US$650
Filing and Contact Details

Filer

EIN
81-0294449
Raw XML Appendix384 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0John Wilkerson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Tom Welch
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Susan McRae
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3W Cecil Jones
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Pres
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10210 N Parkview
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11607 Highland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1215 Nick Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine133116 Carrigan Lane
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IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102010
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/SummaryOfDirectCharitableActy/Description10None
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10None
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Written proposal listing organization requesting grant, Copy of notification of 501c3status, Purpose of request and whom is to benefit.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Gale Murray
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04066603543
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10330 S Nevada
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Dillon
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode059725
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Gifts or grants are limited to 501 c3 organizations and are to primarily benefit the elderly of Beaverhead County, MT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6850
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Exercise Equipment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Improvements to Museum Building
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Christmas, Birthday Recreation gifts of elderly residents
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Improvements to Community Center Building
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4LifePac 15 for Ambulance
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Fund program to assist homebound elders or isolated adults
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Fencing supplies for Safe house
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7AED Manikins/trainers supplies
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Southwest Montana YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Beaverhead County Museum
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Parkview Acres Auxillary
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Wise River Community Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Beaverhead Emergency Medical Service
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15Senior Companion Program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16Women's Resource Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17Beaverhead Public Health
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1075 Swenson Way
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1115 S Montana
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12200 N Oregon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO Box 152
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO Box 1106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15200 South Cruse Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO Box 888
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17General Delivery
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Dillon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Dillon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Dillon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Wisdom
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Dillon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5Helena
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6Dillon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7Dillon
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode059725
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode159725
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode259725
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode359762
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode459725
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode559624
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode659725
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode759725
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear022500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear1025316
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029578
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302010
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome026524
IRS990PF/UndistributedIncome/QualifyingDistributions025316
IRS990PF/UndistributedIncome/TaxableAmount1026524
IRS990PF/UndistributedIncome/TaxableAmount201143
IRS990PF/UndistributedIncome/TotalForPriorYears026524
IRS990PF/UndistributedIncome/UndistributedIncomeCY029578
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear026459
OtherExpensesSchedule/OtherExpenses/Description0Office Expense
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps070
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks070
TaxesSchedule/Taxes/Amount0746
TaxesSchedule/Taxes/Category0Income tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps0746
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0810294449
ReturnHeader/Filer/Name/BusinessNameLine10Beaverhead Foundation
ReturnHeader/Filer/NameControl0BEAV
ReturnHeader/Filer/Phone04066839020
ReturnHeader/Filer/USAddress/AddressLine10PO Box 1314
ReturnHeader/Filer/USAddress/City0Dillon
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059725
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-31
ReturnHeader/Officer/Name0John Wilkerson
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-05-31
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Southwest MT Accountancy Group
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 1314
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Dillon
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode059725
ReturnHeader/Preparer/Name0Susan McRae CPA
ReturnHeader/Preparer/Phone04066839020
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-03-01
ReturnHeader/TaxPeriodEndDate02013-02-28
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-31T04:13:23-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,928
Liabilities
$0
Net assets
$537,928
Revenue
-
Expenses
$25,316
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.20$0.24$0.05
2024Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.19$0.22$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.20$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.19$0.31$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.22$0.32$0.10
2020Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.21$0.26$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.26$0.25$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.24$0.21$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.24$0.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.29$0.30$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.26$0.30$0.04
2014Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.27$0.30$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.25
2012Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.28
2011Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.23