Civic Intelligence

Womens Opportunity and Resource Development Inc

990 • Fiscal year 2018 • EIN 81-0362732

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 10, 2018

2405 Mcintosh LoopMissoula, MT 59801

(406) 543-3550

Siviq Scores

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

Liabilities / Assets

97th percentile

2.55x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.44x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$28,528

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

84th percentile

51%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$43,969

Up $14,807 (+51%) from 2017

Net Assets

Up

-$67,965

Up $40,258 (+37%) from 2017

Liabilities

Down

$111,934

Down $25,451 (-19%) from 2017

Revenue

Down

$257,061

Down $161,368 (-39%) from 2017

Expenses

Down

$208,660

Down $178,120 (-46%) from 2017

Net Income

Up

$48,401

Up $16,752 (+53%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100K-$200KAssets 2011: $106,509Liabilities 2011: $143,292Net Assets 2011: -$36,7832011Assets 2012: $191,191Liabilities 2012: $215,777Net Assets 2012: -$24,5862012Assets 2013: $94,400Liabilities 2013: $203,712Net Assets 2013: -$109,3122013Assets 2014: $109,473Liabilities 2014: $212,127Net Assets 2014: -$102,6542014Assets 2015: $54,589Liabilities 2015: $157,373Net Assets 2015: -$102,7842015Assets 2016: $62,041Liabilities 2016: $201,913Net Assets 2016: -$139,8722016Assets 2017: $29,162Liabilities 2017: $137,385Net Assets 2017: -$108,2232017Assets 2018: $43,969Liabilities 2018: $111,934Net Assets 2018: -$67,9652018Assets 2019: $28,954Liabilities 2019: $97,426Net Assets 2019: -$68,4722019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$43,969
Liabilities$111,934
Net Assets-$67,965

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,478,5592011Expenses 2012: $1,087,1302012Expenses 2013: $763,8432013Revenue 2014: $465,394Expenses 2014: $458,736Net Income 2014: $6,6582014Revenue 2015: $554,449Expenses 2015: $554,579Net Income 2015: -$1302015Revenue 2016: $450,320Expenses 2016: $487,408Net Income 2016: -$37,0882016Revenue 2017: $418,429Expenses 2017: $386,780Net Income 2017: $31,6492017Revenue 2018: $257,061Expenses 2018: $208,660Net Income 2018: $48,4012018Revenue 2019: $293,236Expenses 2019: $293,743Net Income 2019: -$5072019Revenue 2020: $90,953Expenses 2020: $121,190Net Income 2020: -$30,2372020

Highlighted filing

2018

Revenue$257,061
Expenses$208,660
Net Income$48,401
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 10, 2018
Return Version
2017v2.3
Gross Receipts
$257,061
Mission and Program Overview

Mission

Word creates opportunities, programs and policies that inspire and support womens development, leadership and choice, for the benefit of our entire community.

Word creates opportunities, programs and policies that inspire and support women's development, leadership, and choice, for the benefit of the entire community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$21,234$35,487▲ $14,253
Cash and Non-Interest-Bearing Accounts$7,454$7,321▼ $133
Accounts Receivable-$1,161-
Prepaid Expenses and Deferred Charges$474--
Total Assets$29,162$43,969▲ $14,807
Liabilities
Unsecured Notes Loans Payable$112,409$99,603▼ $12,806
Other Liabilities$6,940$6,338▼ $602
Accounts Payable and Accrued Expenses$18,036$5,993▼ $12,043
Total Liabilities$137,385$111,934▼ $25,451
Net Assets / Fund Balance
Unrestricted Net Assets$-108,223$-67,965▲ $40,258
Total Net Assets Fund Balance$-108,223$-67,965▲ $40,258
Total Liabilities and Net Assets / Fund Balance$29,162$43,969▲ $14,807

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$24,959$24,959
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Suzin KratinaExecutive DiFT$28,528$28,528

Board Members and Trustees

NameTitle
Michael StarkPresident
Blair Davison MdBoard Member
Charity AtteberryBoard Member
Heather HibbardBoard Member
Sindie KennedySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$257,061
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$62,050
Change in Net Assets
$48,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$139,771
Other Expenses$62,244
Total Fundraising Expense$9,044
Grants and Similar Amounts Paid$6,645
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$91,109--$91,109
Current Officers, Directors, Trustees, and Key Employees$13,402$9,421$5,705$28,528
Payroll Taxes$17,718$1,277$437$19,432
Insurance$11,027$916-$11,943
Fees for Services Other$5,927$2,023-$7,950
Travel$7,657$130-$7,787
Grants to Domestic Individuals$6,645--$6,645
Information Technology$3,171$1,445-$4,616
Office Expenses$3,467$763$84$4,314
Occupancy$3,589$233-$3,822
Other Expenses$1,920$707$105$2,732
All Other Expenses$375$2,037-$2,412
Interest-$2,355-$2,355
Other Employee Benefits$702--$702
Advertising$70$10$143$223
Total Functional Expenses$176,552$23,064$9,044$208,660
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
Compensated Absences$6,338
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
Yes
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

The organization's executive director and fiscal officer perform an in- depth review of the form 990. The organization then provides a copy of the form 990 tax return to the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

The organization annually reminds the board of directors of policies related to conflicts of interest. If a potential conflict arises, the director is to excuse themselves from further participation in the matter.

Form 990, Page 6, Part VI, Line 15A

The board of directors annually performs a review of all officers of the organization. Wages are considered by comparison to other wages for organizations of similar size and nature in conjunction with the job performance of the individual involved.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements avvailable to the public upon request.

Filing and Contact Details

Filer

Filer Name
Womens Opportunity and Resource
EIN
81-0362732
Phone
4065433550
Address
2405 MCINTOSH LOOP, MISSOULA, MT 59801

Signing Officer

Name
Michael Stark
Title
President
Phone
4065433550
Signed
2018-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzin Kratina
Formed
1986
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
16
Volunteers
25

Preparer

Firm
Sally M Hensel CPA Pc
Address
2825 STOCKYARD RD STE I1, MISSOULA, MT 59808-1548
Preparer
Sally Hensel CPA
Phone
4065427001
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

And the right question project. Make your move is an innovative campaign to engage men and women as allies to prevent sexual violence in the greater missoula area. This multi- faceted, inter-agency approach will create long-term, positive change in targeted communities by changing the beliefs and behaviors that support sexual violence, thus creating a safer and healthier community. Word is the fiscal sponsor for this program. Futures program provides comprehensive services for pregnant and parenting young adults, including case management, parent education, group activities, teen father outreach, educational and vocational counseling and support, and services at young family resource center. Family basics program provides coprehensive family strengthening and support thorugh family advocacy, homeless education services, client support services assistance, housing counseling and parenting education.

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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/Desc0FAMILY SERVICES PARENTS AS TEACHERS IS AN EVIDENCE-BASED HOME VISITING PROGRAM WHICH IS OFFERED COST-FREE TO AT-RISK EXPECTANT FAMILIES AND FAMILIES WITH CHILDREN UP THROUGH AGE 5. THE GOAL OF THE PROGRAM IS TO HELP CHILDREN LEARN, GROW AND DEVELOP TO REALIZE THEIR FULL POTENTIAL. SERVICES INCLUDE PERSONAL HOME VISITS, GROUP CONNECTIONS, DEVELOMENTAL SCREENINGS, AND REFERRALS. PARENTS AS LEADERS PROVIDES EVIDENCE-BASED PARENTING PROGRAMS THAT FOCUS ON SECURE ATTACHMENT AND POSITIVE PARENTING STRATIEGIES. THIS PROJECT IS DESIGNED TO BUILD THE COMMUNITY'S CAPACITY TO PREVENT CHILD ABUSE AND NEGLECT, AND TO INCREASE ACCESS FOR UNDERSERVED POPULATIONS TO PARENT EDUCATION PROGRAMS. CLASSES INCLUDE CIRCLE OF SECURITY, LOVE AND LOGIC, AND THE RIGHT QUESTION PROJECT. MAKE YOUR MOVE IS AN INNOVATIVE CAMPAIGN TO ENGAGE MEN AND WOMEN AS ALLIES TO PREVENT SEXUAL VIOLENCE IN THE GREATER MISSOULA AREA. THIS MULTI- FACETED, INTER-AGENCY APPROACH WILL CREATE LONG-TERM, POSITIVE CHANGE IN TARGETED COMMUNITIES BY CHANGING THE BELIEFS AND BEHAVIORS THAT SUPPORT SEXUAL VIOLENCE, THUS CREATING A SAFER AND HEALTHIER COMMUNITY. WORD IS THE FISCAL SPONSOR FOR THIS PROGRAM. FUTURES PROGRAM PROVIDES COMPREHENSIVE SERVICES FOR PREGNANT AND PARENTING YOUNG ADULTS, INCLUDING CASE MANAGEMENT, PARENT EDUCATION, GROUP ACTIVITIES, TEEN FATHER OUTREACH, EDUCATIONAL AND VOCATIONAL COUNSELING AND SUPPORT, AND SERVICES AT YOUNG FAMILY RESOURCE CENTER. FAMILY BASICS PROGRAM PROVIDES COPREHENSIVE FAMILY STRENGTHENING AND SUPPORT THORUGH FAMILY ADVOCACY, HOMELESS EDUCATION SERVICES, CLIENT SUPPORT SERVICES ASSISTANCE, HOUSING COUNSELING AND PARENTING EDUCATION.
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0553457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0464676
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AND THE RIGHT QUESTION PROJECT. MAKE YOUR MOVE IS AN INNOVATIVE CAMPAIGN TO ENGAGE MEN AND WOMEN AS ALLIES TO PREVENT SEXUAL VIOLENCE IN THE GREATER MISSOULA AREA. THIS MULTI- FACETED, INTER-AGENCY APPROACH WILL CREATE LONG-TERM, POSITIVE CHANGE IN TARGETED COMMUNITIES BY CHANGING THE BELIEFS AND BEHAVIORS THAT SUPPORT SEXUAL VIOLENCE, THUS CREATING A SAFER AND HEALTHIER COMMUNITY. WORD IS THE FISCAL SPONSOR FOR THIS PROGRAM. FUTURES PROGRAM PROVIDES COMPREHENSIVE SERVICES FOR PREGNANT AND PARENTING YOUNG ADULTS, INCLUDING CASE MANAGEMENT, PARENT EDUCATION, GROUP ACTIVITIES, TEEN FATHER OUTREACH, EDUCATIONAL AND VOCATIONAL COUNSELING AND SUPPORT, AND SERVICES AT YOUNG FAMILY RESOURCE CENTER. FAMILY BASICS PROGRAM PROVIDES COPREHENSIVE FAMILY STRENGTHENING AND SUPPORT THORUGH FAMILY ADVOCACY, HOMELESS EDUCATION SERVICES, CLIENT SUPPORT SERVICES ASSISTANCE, HOUSING COUNSELING AND PARENTING EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S EXECUTIVE DIRECTOR AND FISCAL OFFICER PERFORM AN IN- DEPTH REVIEW OF THE FORM 990. THE ORGANIZATION THEN PROVIDES A COPY OF THE FORM 990 TAX RETURN TO THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ANNUALLY REMINDS THE BOARD OF DIRECTORS OF POLICIES RELATED TO CONFLICTS OF INTEREST. IF A POTENTIAL CONFLICT ARISES, THE DIRECTOR IS TO EXCUSE THEMSELVES FROM FURTHER PARTICIPATION IN THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ANNUALLY PERFORMS A REVIEW OF ALL OFFICERS OF THE ORGANIZATION. WAGES ARE CONSIDERED BY COMPARISON TO OTHER WAGES FOR ORGANIZATIONS OF SIMILAR SIZE AND NATURE IN CONJUNCTION WITH THE JOB PERFORMANCE OF THE INDIVIDUAL INVOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065433550
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOMENS OPPORTUNITY AND RESOURCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DEVELOPMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0WOME
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C933DB20197786D4F2D30D10F9A401A4AB94CBA8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EFB5CFE596146FD0A3FCBADE81C165A6A633E68B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.175.57.142
ReturnHeader/FilingSecurityInformation/IPDt02019-01-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:20:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811036915
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALLY M HENSEL CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02825 STOCKYARD RD STE I1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0598081548
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SALLY HENSEL CPA
ReturnHeader/ReturnTs02019-01-28T17:20:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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