Civic Intelligence

Beaverhead Foundation

990PF • Fiscal year 2024 • EIN 81-0294449

Mar 01, 2023 to Feb 28, 2024 • Filed on May 28, 2024

PO Box 1151Dillon, MT 59725

(406) 660-1136

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-12%

Higher net margin than 27% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-0.6%

Faster asset growth than 47% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-5.1%

Faster revenue growth than 38% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$496,462

Down $3,182 (-0.6%) from 2023

Net Assets

Down

$496,462

Down $3,182 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$19,295

Down $1,032 (-5.1%) from 2023

Expenses

Down

$21,643

Down $2,202 (-9.2%) from 2023

Net Income

Up

-$2,348

Up $1,170 (+33%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$496,462
Liabilities$0
Net Assets$496,462

Operations Trend

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

2024

Revenue$19,295
Expenses$21,643
Net Income-$2,348
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 28, 2024
Signed
May 28, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danna HarrisonPres-$0--
Tom WelchVpres-$0--
Susan McRaeTreas-$0--
W Cecil JonesSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Beaverhead Foundation
EIN
81-0294449
Phone
4066601136
Address
PO Box 1151, Dillon, MT 59725

Signing Officer

Name
Danna Harrison
Title
President
Phone
4066601136
Signed
2024-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Susan McRae CPA
Address
PO Box 1151, Dillon, MT 59725-1151
Preparer
Susan McRae CPA
Phone
4066839020
Raw XML Appendix299 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Danna Harrison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tom Welch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Susan McRae
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3W Cecil Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VPres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt026004 Hwy 278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1607 Highland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt215 Nick Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33116 Carrigan Lane
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Beaverhead Foundations primary purpose is to benefit the elderly of Beaverhead County by
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Supporting local volunteer emergency service organizations through assisting in funding training,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Adding or replacing equipment and supplies and in construction or remodeling buildings, housing, emergency
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3vehicles and/or equipment.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4Same as Line 3
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Susan McRae CPA
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written proposal listing organization requesting grant, Copy of notification of 501c3status, Purpose of request and whom is to benefit.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0jwilkcenturylink.net
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0John Wilkerson
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04066832286
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0210 N Parkview
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Dillon
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059725
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Gifts or grants are limited to 501 c3 organizations and are to primarily benefit the elderly of Beaverhead County, MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medical Equipment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Wash Tub
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Construction of court expenses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Grasshopper Volunteer Fire Department
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Beaverhead Animal Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BWSWMT Pickelball
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 460484
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt180 Lagoon Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2General Delivery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Polaris
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dillon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Dillon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259725
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019146
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/AppliedToYear1Amt019146
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024690
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019146
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05431
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024690
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024577
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0834
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Correct from prior period
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt0287
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Danna Harrison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04066601136
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beaverhead Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BEAV
ReturnHeader/Filer/EIN0810294449
ReturnHeader/Filer/PhoneNum04066601136
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1151
ReturnHeader/Filer/USAddress/CityNm0Dillon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059725
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470848164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan McRae CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1151
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dillon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0597251151
ReturnHeader/PreparerPersonGrp/PhoneNum04066839020
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan McRae CPA
ReturnHeader/ReturnTs02024-05-28T10:58:49-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Danna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harrison
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-28
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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