Civic Intelligence

Community Option Resource Enterprises Inc.

990 • Fiscal year 2014 • EIN 81-0309011

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 24, 2014

Organization ProfileCORENTERPRISES.COM

View Organization Page

2121 Lampman Drive59101

(406) 248-9115

Siviq Scores

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

Liabilities / Assets

67th percentile

0.29x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.54x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

30th percentile

-3.4%

Higher net margin than 30% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$59,813

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

18th percentile

-5.7%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$4,462,691

Down $269,912 (-5.7%) from 2013

Net Assets

Down

$3,181,784

Down $8,433 (-0.3%) from 2013

Liabilities

Down

$1,280,907

Down $261,479 (-17%) from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin30th percentile

Revenue

$2,391,849

No earlier filing loaded for comparison.

Expenses

Up

$2,473,970

Up $46,868 (+1.9%) from 2013

Net Income

-$82,121

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,124,268Liabilities 2011: $2,093,941Net Assets 2011: $3,030,3272011Assets 2012: $4,851,500Liabilities 2012: $1,790,288Net Assets 2012: $3,061,2122012Assets 2013: $4,732,603Liabilities 2013: $1,542,386Net Assets 2013: $3,190,2172013Assets 2014: $4,462,691Liabilities 2014: $1,280,907Net Assets 2014: $3,181,7842014Assets 2015: $4,259,479Liabilities 2015: $1,094,360Net Assets 2015: $3,165,1192015Assets 2016: $4,336,557Liabilities 2016: $1,089,326Net Assets 2016: $3,247,2312016Assets 2017: $4,154,124Liabilities 2017: $735,205Net Assets 2017: $3,418,9192017Assets 2018: $3,977,651Liabilities 2018: $530,078Net Assets 2018: $3,447,5732018Assets 2019: $3,996,136Liabilities 2019: $407,285Net Assets 2019: $3,588,8512019Assets 2020: $4,268,945Liabilities 2020: $771,934Net Assets 2020: $3,497,0112020Assets 2021: $4,596,303Liabilities 2021: $352,653Net Assets 2021: $4,243,6502021Assets 2022: $4,280,965Liabilities 2022: $221,116Net Assets 2022: $4,059,8492022Assets 2023: $4,228,354Liabilities 2023: $312,257Net Assets 2023: $3,916,0972023Assets 2024: $4,734,486Liabilities 2024: $246,627Net Assets 2024: $4,487,8592024Assets 2025: $5,287,775Liabilities 2025: $421,218Net Assets 2025: $4,866,5572025

Highlighted filing

2014

Assets$4,462,691
Liabilities$1,280,907
Net Assets$3,181,784
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,346,9222011Expenses 2012: $2,385,7992012Expenses 2013: $2,427,1022013Revenue 2014: $2,391,849Expenses 2014: $2,473,970Net Income 2014: -$82,1212014Revenue 2015: $2,775,054Expenses 2015: $2,751,271Net Income 2015: $23,7832015Revenue 2016: $2,884,374Expenses 2016: $2,751,125Net Income 2016: $133,2492016Revenue 2017: $2,492,385Expenses 2017: $2,357,029Net Income 2017: $135,3562017Revenue 2018: $2,786,276Expenses 2018: $2,805,089Net Income 2018: -$18,8132018Revenue 2019: $2,968,489Expenses 2019: $2,804,757Net Income 2019: $163,7322019Revenue 2020: $2,815,985Expenses 2020: $2,850,179Net Income 2020: -$34,1942020Revenue 2021: $3,316,192Expenses 2021: $2,802,457Net Income 2021: $513,7352021Revenue 2022: $3,037,464Expenses 2022: $2,943,494Net Income 2022: $93,9702022Revenue 2023: $2,826,226Expenses 2023: $3,025,544Net Income 2023: -$199,3182023Revenue 2024: $3,412,029Expenses 2024: $2,883,431Net Income 2024: $528,5982024Revenue 2025: $3,435,748Expenses 2025: $3,213,654Net Income 2025: $222,0942025

Highlighted filing

2014

Revenue$2,391,849
Expenses$2,473,970
Net Income-$82,121
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 24, 2014
Return Version
2013v3.0
Gross Receipts
$3,032,913
Mission and Program Overview

Mission

To promote the dignity, independence and success of persons with disabilities through quality vocational and support services so that they may fully participate in the economic and social life of the community.

Support mentally and physically handicapped individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,952,039$2,824,362▼ $127,677
Investments Other Securities$532,947$609,039▲ $76,092
Other Notes and Loans Receivable, Net$459,943$453,106▼ $6,837
Accounts Receivable$269,864$259,891▼ $9,973
Cash and Non-Interest-Bearing Accounts$428,355$243,380▼ $184,975
Inventories for Sale or Use$51,676$38,284▼ $13,392
Prepaid Expenses and Deferred Charges$37,779$34,629▼ $3,150
Total Assets$4,732,603$4,462,691▼ $269,912
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,337,917$1,104,484▼ $233,433
Other Liabilities$101,219$108,353▲ $7,134
Accounts Payable and Accrued Expenses$103,250$68,070▼ $35,180
Total Liabilities$1,542,386$1,280,907▼ $261,479
Net Assets / Fund Balance
Unrestricted Net Assets$3,190,217$3,181,784▼ $8,433
Total Net Assets Fund Balance$3,190,217$3,181,784▼ $8,433
Total Liabilities and Net Assets / Fund Balance$4,732,603$4,462,691▼ $269,912

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,344,270$270,571$2,614,841
Equipment$92,584$513,506$606,090
Land$387,508-$387,508
Other Securities$41,598--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tony ClineCEOFT$59,813$59,813
Linda VanbergBusiness ManagerFT$37,899$37,899

Board Members and Trustees

NameTitle
TROY O'CONNORPresident
Kelly BruggemanVice President
Dave StoltenbergMember
Don HarrisMember
Paul CimminoMember
Terry BlackwellMember
Ian ElliottSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,041
Program Service Revenue
$2,343,682
Investment Income
$52,374
Other Revenue
$-34,248
All Other Contributions
$30,041
Change in Net Assets
$-82,121

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,391,849
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$641,043
Total Revenue per Audited Statements
$3,032,892
Total Revenue per Form 990
$2,391,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,876,055
Other Expenses$597,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,240,027$192,373-$1,432,400
Other Employee Benefits$163,354$23,335-$186,689
Payroll Taxes$103,661$15,825-$119,486
Depreciation Depletion$95,262$12,365-$107,627
Current Officers, Directors, Trustees, and Key Employees$93,078$11,672-$104,750
Insurance$90,869$2,304-$93,173
All Other Expenses$63,017$268-$63,285
Interest$39,143$7,011-$46,154
Occupancy$30,076$5,241-$35,317
Pension Plan Contributions$28,388$4,342-$32,730
Other Expenses$23,021$0-$23,021
Travel$13,860--$13,860
Fees for Services Accounting-$11,575-$11,575
Advertising$4,327--$4,327
Fees for Services Other$6$2,372-$2,378
Total Functional Expenses$2,185,287$288,683$0$2,473,970

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,041,325
Expenses per Audited Statements$2,473,970
Total Expenses per Form 990$2,473,970
Expenses Not Reported on Form 990$567,355
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$74,955
Accrued Retirement$33,398
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The annual tax return is reviewed by the ceo and the cfo. The form 990 is reviewed by the board of directors at the next quarterly board meeting after is available.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is discussed in the personnel policy manual and the board by-laws. The organization follows the annual conflict of interest disclosure requirement. Staff are to bring any potential conflicts of interest to the ceo. Board members present any potential conflicts of interest for review before the entire board either via email or at the quarterly meeting.”

Form 990, Part VI, Section B, Line 15

“The organization uses reports issued by the montana nonprofit association to compare salary amounts to other organizations in the area. Initial salaries are set with consideration to comparability data and future increases are typically based on cost of living increases approved by the board for the entire corporation.”

Form 990, Part VI, Section C, Line 19

“Copies of documents are available upon request.”

Filing and Contact Details

Filer

EIN
81-0309011
Phone
4062489115

Signing Officer

Name
TROY O'CONNOR
Title
President
Phone
4062489115
Signed
2014-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
TROY O'CONNOR
Formed
1970
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
296
Volunteers
0

Preparer

Preparer
Kimberly E Dare
Phone
4062481681
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“PRODUCTION COST 567,355.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“PRODUCTION COST 567,355.”

Raw XML AppendixShowing 400 of 486 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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0125978
IRS990/OtherExpensesGrp/ProgramServicesAmt146666
IRS990/OtherExpensesGrp/ProgramServicesAmt224554
IRS990/OtherExpensesGrp/ProgramServicesAmt323021
IRS990/OtherExpensesGrp/TotalAmt0125978
IRS990/OtherExpensesGrp/TotalAmt146666
IRS990/OtherExpensesGrp/TotalAmt224554
IRS990/OtherExpensesGrp/TotalAmt323021
IRS990/OtherLiabilitiesGrp/BOYAmt0101219
IRS990/OtherLiabilitiesGrp/EOYAmt0108353
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02565
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02565
IRS990/OtherRevenueTotalAmt02565
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0192373
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01240027
IRS990/OtherSalariesAndWagesGrp/TotalAmt01432400
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0459943
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0453106
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015825
IRS990/PayrollTaxesGrp/ProgramServicesAmt0103661
IRS990/PayrollTaxesGrp/TotalAmt0119486
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04342
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt028388
IRS990/PensionPlanContributionsGrp/TotalAmt032730
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037779
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034629
IRS990/PrincipalOfficerNm0TROY O'CONNOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02343682
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02343682
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt053616
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031345
IRS990/PYOtherExpensesAmt0570475
IRS990/PYOtherRevenueAmt023073
IRS990/PYProgramServiceRevenueAmt02385327
IRS990/PYRevenuesLessExpensesAmt066259
IRS990/PYSalariesCompEmpBnftPaidAmt01856627
IRS990/PYTotalExpensesAmt02427102
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02493361
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-82121
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02347109
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0BAD DEBT RECOVERY - 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 7. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. DISCOUNTS EARNED MISCELLANEOUS - 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 3,811. 2012 AMOUNT: $ 4,197. 2013 AMOUNT: $ 2,565. GAIN ON SALE OF ASSETS - 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 300.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt053616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0101632
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0247087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt052074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042902
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027847
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0169924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02874224
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03103105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02933825
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03051754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03125690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015088598
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt052074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027847
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0169924
IRS990ScheduleA/InvestmentIncomeCYPct00.01100
IRS990ScheduleA/InvestmentIncomePYPct00.00970
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02865
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04197
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03818
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010880
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98830
IRS990ScheduleA/PublicSupportPY509Pct00.98980
IRS990ScheduleA/PublicSupportTotal509Amt015335685
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02904265
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03156721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03035457
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03053754
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03185488
IRS990ScheduleA/Total509Grp/TotalAmt015335685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02959204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03192263
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03082177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03069510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03213335
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015516489
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02344270
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0270571
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02614841
IRS990ScheduleD/EquipmentGrp/BookValueAmt092584
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0513506
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0606090
IRS990ScheduleD/ExpensesNotReportedAmt0567355
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02473970
IRS990ScheduleD/LandGrp/BookValueAmt0387508
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0387508
IRS990ScheduleD/NetUnrealizedGainsInvstAmt073688
IRS990ScheduleD/OtherExpensesIncludedAmt0567355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt033398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt174955
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED RETIREMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION
IRS990ScheduleD/OtherRevenueAmt0567355
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0567441
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt141598
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0641043
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02391849
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRODUCTION COST 567,355.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PRODUCTION COST 567,355.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02824362
IRS990ScheduleD/TotalBookValueSecuritiesAmt0609039
IRS990ScheduleD/TotalExpensesPerForm990Amt02473970
IRS990ScheduleD/TotalLiabilityAmt0108353
IRS990ScheduleD/TotalRevenuePerForm990Amt02391849
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03032892
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03041325
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ANNUAL TAX RETURN IS REVIEWED BY THE CEO AND THE CFO. THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT THE NEXT QUARTERLY BOARD MEETING AFTER IS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS DISCUSSED IN THE PERSONNEL POLICY MANUAL AND THE BOARD BY-LAWS. THE ORGANIZATION FOLLOWS THE ANNUAL CONFLICT OF INTEREST DISCLOSURE REQUIREMENT. STAFF ARE TO BRING ANY POTENTIAL CONFLICTS OF INTEREST TO THE CEO. BOARD MEMBERS PRESENT ANY POTENTIAL CONFLICTS OF INTEREST FOR REVIEW BEFORE THE ENTIRE BOARD EITHER VIA EMAIL OR AT THE QUARTERLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION USES REPORTS ISSUED BY THE MONTANA NONPROFIT ASSOCIATION TO COMPARE SALARY AMOUNTS TO OTHER ORGANIZATIONS IN THE AREA. INITIAL SALARIES ARE SET WITH CONSIDERATION TO COMPARABILITY DATA AND FUTURE INCREASES ARE TYPICALLY BASED ON COST OF LIVING INCREASES APPROVED BY THE BOARD FOR THE ENTIRE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF DOCUMENTS ARE AVAILABLE UPON REQUEST.

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,462,691
Liabilities
$1,280,907
Net assets
$3,181,784
Revenue
$2,391,849
Expenses
$2,473,970
Net income
-$82,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.29$0.42$4.87$3.44$3.21$0.22
2024Detailed filing. Detailed filing data is available for this year.$4.73$0.25$4.49$3.41$2.88$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.23$0.31$3.92$2.83$3.03$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.22$4.06$3.04$2.94$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.35$4.24$3.32$2.80$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.77$3.50$2.82$2.85$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.41$3.59$2.97$2.80$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.53$3.45$2.79$2.81$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.15$0.74$3.42$2.49$2.36$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.34$1.09$3.25$2.88$2.75$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.26$1.09$3.17$2.78$2.75$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.46$1.28$3.18$2.39$2.47$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$1.54$3.19$2.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$1.79$3.06$2.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$2.09$3.03$2.35