Civic Intelligence

Montana Trout Foundation Inc.

990PF • Fiscal year 2014 • EIN 81-0367488

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

181 Shadroe Cove Circle 1202Cape Coral, FL 33991

(406) 580-4379

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-60%

Higher net margin than 9% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

37th percentile

-3.4%

Faster asset growth than 37% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-37%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$280,749

Down $9,820 (-3.4%) from 2013

Net Assets

Down

$280,749

Down $9,820 (-3.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$8,759

Down $5,123 (-37%) from 2013

Expenses

Up

$14,029

Up $4,454 (+47%) from 2013

Net Income

Down

-$5,270

Down $9,577 (-222%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $283,253Liabilities 2010: $02010Assets 2011: $279,805Liabilities 2011: $02011Assets 2012: $289,091Liabilities 2012: $0Net Assets 2012: $289,0912012Assets 2013: $290,569Liabilities 2013: $0Net Assets 2013: $290,5692013Assets 2014: $280,749Liabilities 2014: $0Net Assets 2014: $280,7492014Assets 2015: $266,831Liabilities 2015: $0Net Assets 2015: $266,8312015Assets 2016: $252,047Liabilities 2016: $0Net Assets 2016: $252,0472016Assets 2017: $240,046Liabilities 2017: $0Net Assets 2017: $240,0462017Assets 2018: $214,730Liabilities 2018: $0Net Assets 2018: $214,7302018Assets 2019: $224,815Liabilities 2019: $0Net Assets 2019: $224,8152019Assets 2020: $229,014Liabilities 2020: $0Net Assets 2020: $229,0142020Assets 2021: $228,943Liabilities 2021: $0Net Assets 2021: $228,9432021Assets 2022: $192,748Liabilities 2022: $0Net Assets 2022: $192,7482022Assets 2023: $190,532Liabilities 2023: $0Net Assets 2023: $190,5322023Assets 2024: $202,344Liabilities 2024: $0Net Assets 2024: $202,3442024

Highlighted filing

2014

Assets$280,749
Liabilities$0
Net Assets$280,749

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2010: $29,984Expenses 2010: $15,487Net Income 2010: $14,4972010Revenue 2011: $16,573Expenses 2011: $2,670Net Income 2011: $13,9032011Expenses 2012: $15,3702012Revenue 2013: $13,882Expenses 2013: $9,575Net Income 2013: $4,3072013Revenue 2014: $8,759Expenses 2014: $14,029Net Income 2014: -$5,2702014Revenue 2015: $10,175Expenses 2015: $10,362Net Income 2015: -$1872015Revenue 2016: $11,661Expenses 2016: $13,231Net Income 2016: -$1,5702016Revenue 2017: $10,274Expenses 2017: $35,308Net Income 2017: -$25,0342017Revenue 2018: $10,364Expenses 2018: $19,027Net Income 2018: -$8,6632018Revenue 2019: $9,383Expenses 2019: $14,849Net Income 2019: -$5,4662019Revenue 2020: $6,165Expenses 2020: $23,921Net Income 2020: -$17,7562020Revenue 2021: $24,501Expenses 2021: $20,876Net Income 2021: $3,6252021Revenue 2022: $12,508Expenses 2022: $15,064Net Income 2022: -$2,5562022Revenue 2023: $3,253Expenses 2023: $19,685Net Income 2023: -$16,4322023Revenue 2024: $7,622Expenses 2024: $7,770Net Income 2024: -$1482024

Highlighted filing

2014

Revenue$8,759
Expenses$14,029
Net Income-$5,270
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE SCHRAMMTreasurer-$0--
DAVID THOMPSONPresident-$0--
KENT KASTINGSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Montana Trout Foundation
EIN
81-0367488
Phone
4065804379
Address
181 SHADROE COVE CIRCLE 1202, CAPE CORAL, FL 33991

Signing Officer

Name
George Schramm
Title
Treasurer
Phone
4065804379
Signed
2015-11-16
Raw XML Appendix361 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.016887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0271000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0285650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0270800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0283250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0278741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.124504
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010604
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010647
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt043
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010647
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GEORGE SCHRAMM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0181 SHADROE COVE CIRCLE 1202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAPE CORAL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033991
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04065804379
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.MONTANATROUT.NET
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MONTANA FISH HABITAT AND HEALTH PROJECTS AND RESEARCH.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010400
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GORDON HAUGEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04065565436
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0MONTANA TROUT FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 3165
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOZEMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0597723165
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0STREAM HABITAT IMPROVEMENT. REQUEST FOR FUNDING MUST BE MADE WITHIN 90 DAYS COMPLETION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOVEMBER 30TH OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FENCING HABITAT RESOTRATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DIVIDE CREEK FISH PASSAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VOYICH-FLESHMAN CREEK FLOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MADISON RIVER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MT FISH WILDLIFE AND PARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TROUT UNLIMITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0COMPLETE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14600 GIANT SPRINGS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2321 E MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ENNIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOZEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259715
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010647
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010647
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0203
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013458
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04550
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN VALUE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1152
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0D.A. DAVIDSON ACCOUNT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03230
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt192
TaxesSchedule/TaxesDetail/CategoryTxt0MT SOS ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt192
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE SCHRAMM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04065804379
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA TROUT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810367488
ReturnHeader/Filer/PhoneNum04065804379
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 SHADROE COVE CIRCLE 1202
ReturnHeader/Filer/USAddress/CityNm0CAPE CORAL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033991
ReturnHeader/ReturnTs02015-11-16T20:07:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.08$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.03$0.20$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.13$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.25$0.21$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.06$0.24$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.09$0.15$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.10$0.19$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.10$0.35$0.25
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.12$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.10$0.10$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.09$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.14$0.10$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.15
2011Summary only. Only limited summary data is available for this year.$2.80$0.00$0.17$0.03$0.14
2010Summary only. Only limited summary data is available for this year.$2.83$0.00$0.30$0.15$0.14