Civic Intelligence

Carbon Stillwater Community & Senior Programs

EIN 81-0349947 • 501(c)3 • Joliet, MT

Profile

Elder and Disabled Persons Programs.

PO Box 197Joliet, MT 59041
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

40th percentile

-2.4%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$37,114

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-5.1%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

-12%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$71,548

Down $3,838 (-5.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$71,548

No earlier filing loaded for comparison.

Revenue

Down

$158,791

Down $21,002 (-12%) from 2024

Expenses

Up

$162,629

Up $369 (+0.2%) from 2024

Net Income

Down

-$3,838

Down $21,371 (-122%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $35,949Liabilities 2011: $02011Assets 2012: $34,629Liabilities 2012: $02012Assets 2013: $43,397Liabilities 2013: $0Net Assets 2013: $43,3972013Assets 2014: $44,791Liabilities 2014: $02014Assets 2015: $39,246Liabilities 2015: $02015Assets 2016: $39,776Liabilities 2016: $02016Assets 2017: $33,833Liabilities 2017: $02017Assets 2018: $38,349Liabilities 2018: $02018Assets 2019: $45,350Liabilities 2019: $02019Assets 2020: $65,802Liabilities 2020: $02020Assets 2021: $75,211Liabilities 2021: $02021Assets 2022: $50,964Liabilities 2022: $02022Assets 2023: $57,853Liabilities 2023: $0Net Assets 2023: $57,8532023Assets 2024: $75,386Liabilities 2024: $02024Assets 2025: $71,548Liabilities 2025: $0Net Assets 2025: $71,5482025

Highlighted filing

2025

Assets$71,548
Liabilities$0
Net Assets$71,548

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $87,697Expenses 2011: $87,940Net Income 2011: -$2432011Revenue 2012: $102,111Expenses 2012: $103,431Net Income 2012: -$1,3202012Revenue 2013: $96,056Expenses 2013: $87,288Net Income 2013: $8,7682013Revenue 2014: $104,584Expenses 2014: $103,190Net Income 2014: $1,3942014Revenue 2015: $97,770Expenses 2015: $103,315Net Income 2015: -$5,5452015Revenue 2016: $100,291Expenses 2016: $99,761Net Income 2016: $5302016Revenue 2017: $112,135Expenses 2017: $118,078Net Income 2017: -$5,9432017Revenue 2018: $110,483Expenses 2018: $105,967Net Income 2018: $4,5162018Revenue 2019: $127,912Expenses 2019: $120,911Net Income 2019: $7,0012019Revenue 2020: $175,876Expenses 2020: $155,424Net Income 2020: $20,4522020Revenue 2021: $140,491Expenses 2021: $131,102Net Income 2021: $9,3892021Revenue 2022: $139,549Expenses 2022: $163,776Net Income 2022: -$24,2272022Revenue 2023: $178,871Expenses 2023: $171,982Net Income 2023: $6,8892023Revenue 2024: $179,793Expenses 2024: $162,260Net Income 2024: $17,5332024Revenue 2025: $158,791Expenses 2025: $162,629Net Income 2025: -$3,8382025

Highlighted filing

2025

Revenue$158,791
Expenses$162,629
Net Income-$3,838

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$1.59$1.63$0.04
2024Summary only. Only limited summary data is available for this year.$0.75$0.00$1.80$1.62$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.79$1.72$0.07
2022Summary only. Only limited summary data is available for this year.$0.51$0.00$1.40$1.64$0.24
2021Summary only. Only limited summary data is available for this year.$0.75$0.00$1.40$1.31$0.09
2020Summary only. Only limited summary data is available for this year.$0.66$0.00$1.76$1.55$0.20
2019Summary only. Only limited summary data is available for this year.$0.45$0.00$1.28$1.21$0.07
2018Summary only. Only limited summary data is available for this year.$0.38$0.00$1.10$1.06$0.05
2017Summary only. Only limited summary data is available for this year.$0.34$0.00$1.12$1.18$0.06
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$1.00$1.00$0.01
2015Summary only. Only limited summary data is available for this year.$0.39$0.00$0.98$1.03$0.06
2014Summary only. Only limited summary data is available for this year.$0.45$0.00$1.05$1.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.96$0.87$0.09
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$1.02$1.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.88$0.88$0.00
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$178,871
Mission and Program Overview

Mission

Elder and Disabled Persons Programs.

Program Services

DescriptionGrantsExpenses
Info and Assistance and SHIP -Serve 9 Senior Centers, Senior and Disabled populations in 2 counties, contacts 35859 in-person, phone, media. Ombudsman - Serve 6 Care Facilities in 2 counties, 1434 contacts-email, meetings, phone. Commodity Supplemental Food Program - Distribute avg 61 boxes per month serving 734 seniors this year.$178,860$171,982
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan LewisExecutive DirectorPT$37,114-$37,114
Janet LuloffPresident-$0--
Charles BraunVice President-$0--
Maureen OrtizTreasurer-$0--
Robert ReedBoard Member-$0--
Alyson GreenSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Carbon Stillwater Community & Senior Programs
EIN
81-0349947
Phone
4069623800
Address
PO BOX 197, JOLIET, MT 59041

Signing Officer

Name
Maureen Ortiz
Title
Treasurer
Phone
4069623800
Signed
2023-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Form 990, Part I, Line 16 - Advertising $877, Communications $3107, Equipment $508, Indirect $271, Insurance $1672, Supplies $2453, Savings/Checking Transfers $46200, Travel/Training $5224, Employer Taxes $8076, Workers Comp $1545.

Form 990-EZ, Part II, Line 24

Office furniture and computer equipment

Raw XML Appendix200 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04069623800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 197
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOLIET
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059041
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IRS990EZ/GrossSalesOfInventoryAmt00
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt057853
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057853
IRS990EZ/OccupancyRentUtltsAndMaintAmt08682
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt532
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt537114
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janet Luloff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Charles Braun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maureen Ortiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alyson Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Susan Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt069933
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Elder and Disabled Persons Programs.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Info and Assistance and SHIP -Serve 9 Senior Centers, Senior and Disabled populations in 2 counties, contacts 35859 in-person, phone, media. Ombudsman - Serve 6 Care Facilities in 2 counties, 1434 contacts-email, meetings, phone. Commodity Supplemental Food Program - Distribute avg 61 boxes per month serving 734 seniors this year.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0178860
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0171982
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt093367
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
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IRS990EZ/TransactionWithControlEntInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0178860
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0140457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0175845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0762572
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0127
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99983
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127870
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0762572
IRS990ScheduleA/TotalSupportAmt0762699
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part I, Line 16 - Advertising $877, Communications $3107, Equipment $508, Indirect $271, Insurance $1672, Supplies $2453, Savings/Checking Transfers $46200, Travel/Training $5224, Employer Taxes $8076, Workers Comp $1545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office furniture and computer equipment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Maureen Ortiz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04069623800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARBON STILLWATER COMMUNITY & SENIOR PROGRAMS
ReturnHeader/Filer/BusinessNameControlTxt0CARB
ReturnHeader/Filer/EIN0810349947
ReturnHeader/Filer/PhoneNum04069623800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 197
ReturnHeader/Filer/USAddress/CityNm0JOLIET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059041
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-11-12T18:19:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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