Civic Intelligence

Cascade 4-H Foundation

990 • Fiscal year 2017 • EIN 81-0341192

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 16, 2018

3300 3rd St NE 9 No 9Great Falls, MT 59404

(406) 454-6980

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

52nd percentile

3.8%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-2.4%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$568,919

Up $20,839 (+3.8%) from 2016

Net Assets

Up

$568,750

Up $20,839 (+3.8%) from 2016

Liabilities

Flat

$169

Flat from 2016

Revenue

Down

$91,046

Down $2,262 (-2.4%) from 2016

Expenses

Up

$54,272

Up $9,834 (+22%) from 2016

Net Income

Down

$36,774

Down $12,096 (-25%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $465,848Net Assets 2010: $465,8482010Assets 2011: $524,555Liabilities 2011: $0Net Assets 2011: $524,5552011Assets 2012: $558,642Liabilities 2012: $0Net Assets 2012: $558,6422012Assets 2013: $490,181Liabilities 2013: $0Net Assets 2013: $490,1812013Assets 2014: $514,310Liabilities 2014: $0Net Assets 2014: $514,3102014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $548,080Liabilities 2016: $169Net Assets 2016: $547,9112016Assets 2017: $568,919Liabilities 2017: $169Net Assets 2017: $568,7502017Assets 2018: $595,600Liabilities 2018: $169Net Assets 2018: $595,4312018Assets 2019: $612,059Liabilities 2019: $169Net Assets 2019: $611,8902019Assets 2020: $610,641Liabilities 2020: $169Net Assets 2020: $610,4722020Assets 2021: $696,361Liabilities 2021: $169Net Assets 2021: $696,1922021Assets 2022: $626,779Liabilities 2022: $169Net Assets 2022: $626,6102022Assets 2023: $695,807Liabilities 2023: $0Net Assets 2023: $695,8072023Assets 2024: $829,508Liabilities 2024: $0Net Assets 2024: $829,5082024

Highlighted filing

2017

Assets$568,919
Liabilities$169
Net Assets$568,750

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $91,380Expenses 2010: $72,825Net Income 2010: $18,5552010Revenue 2011: $58,202Expenses 2011: $54,154Net Income 2011: $4,0482011Revenue 2012: $102,702Expenses 2012: $104,812Net Income 2012: -$2,1102012Expenses 2013: $47,5282013Revenue 2014: $55,903Expenses 2014: $46,447Net Income 2014: $9,4562014Revenue 2015: $74,882Expenses 2015: $52,837Net Income 2015: $22,0452015Revenue 2016: $93,308Expenses 2016: $44,438Net Income 2016: $48,8702016Revenue 2017: $91,046Expenses 2017: $54,272Net Income 2017: $36,7742017Revenue 2018: $79,743Expenses 2018: $28,914Net Income 2018: $50,8292018Revenue 2019: $66,805Expenses 2019: $44,141Net Income 2019: $22,6642019Revenue 2020: $31,604Expenses 2020: $34,974Net Income 2020: -$3,3702020Revenue 2021: $48,198Expenses 2021: $41,687Net Income 2021: $6,5112021Revenue 2022: $69,566Expenses 2022: $41,542Net Income 2022: $28,0242022Revenue 2023: $113,860Expenses 2023: $53,224Net Income 2023: $60,6362023Revenue 2024: $64,482Expenses 2024: $40,619Net Income 2024: $23,8632024

Highlighted filing

2017

Revenue$91,046
Expenses$54,272
Net Income$36,774
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 16, 2018
Return Version
2016v3.0
Gross Receipts
$93,209
Mission and Program Overview

Mission

The cascade 4-h foundation's purpose is to aid and promote, by financial assistance and otherwise, 4-h programs for the development of youth and adults enrolled in 4-h.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$512,607$544,411▲ $31,804
Savings and Temporary Cash Investments$24,844$24,871▲ $27
Cash and Non-Interest-Bearing Accounts$10,629$-363▼ $10,992
Total Assets$548,080$568,919▲ $20,839
Liabilities
Accounts Payable and Accrued Expenses$169$169→ $0
Total Liabilities$169$169→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$547,911$568,750▲ $20,839
Total Net Assets Fund Balance$547,911$568,750▲ $20,839
Total Liabilities and Net Assets / Fund Balance$548,080$568,919▲ $20,839
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dave ChandlerPresident
Aimee Hachigian-gouldVice President
Belinda DarlintorDirector
Bev CarlisleDirector
Holly SpraggDirector
Jamie WilliamsDirector
Korena FrantzichDirector
Robert BergDirector
Janet SmithSecretary
Katherine DunnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,554
Program Service Revenue
$16,018
Investment Income
$51,527
Other Revenue
$2,947
All Other Contributions
$17,156
Change in Net Assets
$36,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,292
Grants and Similar Amounts Paid$6,980
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$19,570--$19,570
Grants to Domestic Individuals$5,100--$5,100
Conferences and Meetings$3,030--$3,030
Office Expenses-$2,374-$2,374
Grants to Domestic Orgs$1,880--$1,880
Other Expenses$3,133$970-$970
Insurance-$965-$965
All Other Expenses-$93-$93
Total Functional Expenses$49,870$4,402$0$54,272
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montana 4-h FoundationBozeman, MT501(c)(3)To Support Montana 4-h Foundation in Providing Statewide 4-h Programs in Which Cascade County Members Participate.$1,880
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,988
Fundraising Direct Expenses$2,163
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Line 6 explanation - members include 4-h leaders, 4-h members and interested residents of cascade county who have contributed dues.

Form 990, Part VI, Section A, Line 7A

Line 7a explanation - adult and youth members of cascade county 4-h are responsible for electing the board at the annual meeting.

Form 990, Part VI, Section A, Line 7B

Line 7b explanation - adult and youth members of cascade county 4-h attend meetings and vote on motions made by the board.

Form 990, Part VI, Section B, Line 11B

Copy of 990 is provided to treasurer before signing.

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

Annually the president asks all of the board members to disclose any conflicts of interest.

Form 990, Part VI, Section B, Line 15

N/A

Form 990, Part VI, Section C, Line 19

The 990 and all other documents are available for public inspection at the cascade county extension office within a reasonable amount of time upon request.

Filing and Contact Details

Filer

Filer Name
Cascade 4-h Foundation
EIN
81-0341192
Phone
4064546980
Address
3300 3RD ST NE 9 NO 9, GREAT FALLS, MT 59404

Signing Officer

Name
Katherine a Dunn
Title
Treasurer
Phone
4064546980
Signed
2018-02-16

Organization Details

Principal Officer
Katherine a Dunn
Formed
1971
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
140

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Brenda L Byrnes
Phone
4067270888
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IRS990/ProgSrvcAccomActyOtherGrp/Desc3DONATION TO SUPPORT THE PROGRAMS OF THE STATE 4-H FOUNDATION.
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040803
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05170
IRS990/PYInvestmentIncomeAmt044268
IRS990/PYOtherExpensesAmt039268
IRS990/PYOtherRevenueAmt0-3305
IRS990/PYProgramServiceRevenueAmt011542
IRS990/PYRevenuesLessExpensesAmt048870
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt044438
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt093308
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt036774
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0200
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013837
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024844
IRS990/SavingsAndTempCashInvstGrp/EOYAmt024871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt022763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0154788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015868
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017980
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt086204
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt048995
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0122
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0217
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0482
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64100
IRS990ScheduleA/PublicSupportPY170Pct00.67020
IRS990ScheduleA/PublicSupportTotal170Amt0154788
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020554
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033736
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt022763
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0154788
IRS990ScheduleA/TotalSupportAmt0241474
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt01880
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT MONTANA 4-H FOUNDATION IN PROVIDING STATEWIDE 4-H PROGRAMS IN WHICH CASCADE COUNTY MEMBERS PARTICIPATE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTANA 4-H FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0810364188
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0111 TAYLOR HALL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOZEMAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059717
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STUDENTS MUST TURN IN TRANSCIPTS TO THE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 6 EXPLANATION - MEMBERS INCLUDE 4-H LEADERS, 4-H MEMBERS AND INTERESTED RESIDENTS OF CASCADE COUNTY WHO HAVE CONTRIBUTED DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7A EXPLANATION - ADULT AND YOUTH MEMBERS OF CASCADE COUNTY 4-H ARE RESPONSIBLE FOR ELECTING THE BOARD AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 7B EXPLANATION - ADULT AND YOUTH MEMBERS OF CASCADE COUNTY 4-H ATTEND MEETINGS AND VOTE ON MOTIONS MADE BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY OF 990 IS PROVIDED TO TREASURER BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE PRESIDENT ASKS ALL OF THE BOARD MEMBERS TO DISCLOSE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 990 AND ALL OTHER DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE CASCADE COUNTY EXTENSION OFFICE WITHIN A REASONABLE AMOUNT OF TIME UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0548080
IRS990/TotalAssetsEOYAmt0568919
IRS990/TotalAssetsGrp/BOYAmt0548080
IRS990/TotalAssetsGrp/EOYAmt0568919
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020554
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04402
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049870
IRS990/TotalFunctionalExpensesGrp/TotalAmt054272
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0169
IRS990/TotalLiabilitiesEOYAmt0169
IRS990/TotalLiabilitiesGrp/BOYAmt0169
IRS990/TotalLiabilitiesGrp/EOYAmt0169
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0547911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0568750
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt014412
IRS990/TotalOtherProgSrvcGrantAmt06980
IRS990/TotalOtherProgSrvcRevenueAmt01084
IRS990/TotalProgramServiceExpensesAmt049870
IRS990/TotalProgramServiceRevenueAmt016018
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054474
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016018
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt091046
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0140
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0548080
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0568919
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0547911
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0568750
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03300 3RD ST NE 9 NO 9
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059404

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.64$0.41$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$1.14$0.53$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$0.00$6.27$0.70$0.42$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.48$0.42$0.07
2020Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.10$0.32$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.67$0.44$0.23
2018Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.95$0.80$0.29$0.51
2017Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.91$0.54$0.37
2016Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.93$0.44$0.49
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.75$0.53$0.22
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.56$0.46$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.48
2012Summary only. Only limited summary data is available for this year.$5.59$0.00$5.59$1.03$1.05$0.02
2011Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.58$0.54$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$4.66$0.91$0.73$0.19