Civic Intelligence

Cascade 4-H Foundation

990 • Fiscal year 2021 • EIN 81-0341192

Oct 01, 2020 to Sep 30, 2021 • Filed on Nov 17, 2022

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

52nd percentile

14%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

57th percentile

14%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

53%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$696,361

Up $85,720 (+14%) from 2020

Net Assets

Up

$696,192

Up $85,720 (+14%) from 2020

Liabilities

Flat

$169

Flat from 2020

Revenue

Up

$48,198

Up $16,594 (+53%) from 2020

Expenses

Up

$41,687

Up $6,713 (+19%) from 2020

Net Income

Up

$6,511

Up $9,881 (+293%) from 2020

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

2021

Assets$696,361
Liabilities$169
Net Assets$696,192

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

2021

Revenue$48,198
Expenses$41,687
Net Income$6,511
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Nov 17, 2022
Return Version
2020v4.2
Gross Receipts
$48,198
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.

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 in cascade county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$577,021$661,716▲ $84,695
Savings and Temporary Cash Investments$21,052$21,063▲ $11
Cash and Non-Interest-Bearing Accounts$12,568$13,582▲ $1,014
Total Assets$610,641$696,361▲ $85,720
Liabilities
Accounts Payable and Accrued Expenses$169$169→ $0
Total Liabilities$169$169→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$610,472$696,192▲ $85,720
Total Net Assets Fund Balance$610,472$696,192▲ $85,720
Total Liabilities and Net Assets / Fund Balance$610,641$696,361▲ $85,720
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janet SmithPresident
Belinda DarlintonVice President
Alayna RothDirector
Allison McmasterDirector
Brook GerardDirector
Elizabeth JenningsDirector
Jamie WilliamsDirector
Joe BollichDirector
Victoria KirbyDirector
Kathleen BernhartSecretary
Mary ChristiaensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,384
Program Service Revenue
$3,130
Investment Income
$19,339
Other Revenue
$345
All Other Contributions
$24,334
Change in Net Assets
$6,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,399
Grants and Similar Amounts Paid$5,288
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$15,374--$15,374
Conferences and Meetings$6,912--$6,912
Grants to Domestic Individuals$5,038--$5,038
Fees for Service Investment Mgmnt Fees-$4,275-$4,275
Office Expenses-$3,402-$3,402
Fees for Services Accounting-$2,109-$2,109
Other Expenses$520--$520
Grants to Domestic Orgs$250--$250
Total Functional Expenses$31,901$9,786$0$41,687
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$345
Fundraising Direct Expenses$0
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 35% controlled entity
No
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 can submit motions for vote

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
2022-11-17

Organization Details

Principal Officer
Mary Christiaens
Formed
1971
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
103

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Erin K Furr CPA
Phone
4067270888
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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt034974
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031604
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06511
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02960
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021052
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041287
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0129337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015868
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093401
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt027825
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01798
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01920
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57570
IRS990ScheduleA/PublicSupportPY170Pct00.59590
IRS990ScheduleA/PublicSupportTotal170Amt0129337
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041287
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020554
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0129337
IRS990ScheduleA/TotalSupportAmt0224658
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05038
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP FOR POST SECONDARY EDUCATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD ANNUALLY REVIEWS AND APPROVES THE SCHOLARSHIP APPLICATION WHICH IS OPEN TO CURRENT AND FORMER CASCADE COUNTY 4-H MEMBERS. A COMMITTEE IS SELECTED TO JUDGE THE APPLICATIONS AND DETERMINE THE WINNERS BASED UPON THE GUIDELINES SET FORTH IN THE OPERATING POLICY. THE WINNERS ARE PRESENTED TO THE BOARD AND APPROVED. ANY FUNDS AWARDED ARE DISTRIBUTED TO THE SECONDARY EDUCATION INSTITUTION ON BEHALF OF THE SCHOLARSHIP WINNER.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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 CAN SUBMIT MOTIONS FOR VOTE
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0610641
IRS990/TotalAssetsEOYAmt0696361
IRS990/TotalAssetsGrp/BOYAmt0610641
IRS990/TotalAssetsGrp/EOYAmt0696361
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt025384
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09786
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031901
IRS990/TotalFunctionalExpensesGrp/TotalAmt041687
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0169
IRS990/TotalLiabilitiesEOYAmt0169
IRS990/TotalLiabilitiesGrp/BOYAmt0169
IRS990/TotalLiabilitiesGrp/EOYAmt0169
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0610472
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0696192
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0520
IRS990/TotalOtherProgSrvcRevenueAmt0170
IRS990/TotalProgramServiceExpensesAmt031901
IRS990/TotalProgramServiceRevenueAmt03130
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019684
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03130
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048198
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0103
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0610641
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0696361
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03300 3RD ST NE 9 NO 9
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059404
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE A DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064546980
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASCADE 4-H FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CASC
ReturnHeader/Filer/EIN0810341192
ReturnHeader/Filer/PhoneNum04064546980
ReturnHeader/Filer/USAddress/AddressLine1Txt03300 3RD ST NE 9 NO 9
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS

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