Civic Intelligence

Bitter Root Valley Historical Society Inc

990 • Fiscal year 2015 • EIN 81-0370013

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 03, 2016

205 Bedford StHamilton, MT 59840

(406) 363-3338

Siviq Scores

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

Liabilities / Assets

85th percentile

0.28x

Higher debt load relative to assets than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.37x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

9.6%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$254,849

Down $57,865 (-19%) from 2014

Net Assets

Down

$183,031

Down $56,830 (-24%) from 2014

Liabilities

Down

$71,818

Down $1,035 (-1.4%) from 2014

Revenue

Up

$193,633

Up $16,922 (+9.6%) from 2014

Expenses

Up

$237,396

Up $22,232 (+10%) from 2014

Net Income

Down

-$43,763

Down $5,310 (-14%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $366,063Liabilities 2011: $37,464Net Assets 2011: $328,5992011Assets 2012: $381,902Liabilities 2012: $85,253Net Assets 2012: $296,6492012Assets 2013: $329,202Liabilities 2013: $60,283Net Assets 2013: $268,9192013Assets 2014: $312,714Liabilities 2014: $72,853Net Assets 2014: $239,8612014Assets 2015: $254,849Liabilities 2015: $71,818Net Assets 2015: $183,0312015Assets 2016: $204,371Liabilities 2016: $89,339Net Assets 2016: $115,0322016Assets 2017: $210,499Liabilities 2017: $82,592Net Assets 2017: $127,9072017Assets 2018: $246,464Liabilities 2018: $121,514Net Assets 2018: $124,9502018Assets 2019: $234,795Liabilities 2019: $95,362Net Assets 2019: $139,4332019Assets 2020: $299,193Liabilities 2020: $147,197Net Assets 2020: $151,9962020Assets 2021: $320,704Liabilities 2021: $92,796Net Assets 2021: $227,9082021Assets 2022: $287,509Liabilities 2022: $68,405Net Assets 2022: $219,1042022Assets 2023: $276,809Liabilities 2023: $53,292Net Assets 2023: $223,5172023Assets 2024: $285,757Liabilities 2024: $62,398Net Assets 2024: $223,3592024

Highlighted filing

2015

Assets$254,849
Liabilities$71,818
Net Assets$183,031

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $111,056Expenses 2011: $170,963Net Income 2011: -$59,9072011Revenue 2012: $132,067Expenses 2012: $178,208Net Income 2012: -$46,1412012Revenue 2013: $128,672Expenses 2013: $163,326Net Income 2013: -$34,6542013Revenue 2014: $176,711Expenses 2014: $215,164Net Income 2014: -$38,4532014Revenue 2015: $193,633Expenses 2015: $237,396Net Income 2015: -$43,7632015Revenue 2016: $160,244Expenses 2016: $218,083Net Income 2016: -$57,8392016Revenue 2017: $172,475Expenses 2017: $242,347Net Income 2017: -$69,8722017Revenue 2018: $277,460Expenses 2018: $274,621Net Income 2018: $2,8392018Revenue 2019: $272,494Expenses 2019: $267,869Net Income 2019: $4,6252019Revenue 2020: $301,906Expenses 2020: $288,774Net Income 2020: $13,1322020Revenue 2021: $284,165Expenses 2021: $250,319Net Income 2021: $33,8462021Revenue 2022: $250,218Expenses 2022: $236,349Net Income 2022: $13,8692022Revenue 2023: $244,476Expenses 2023: $243,344Net Income 2023: $1,1322023Revenue 2024: $271,306Expenses 2024: $273,031Net Income 2024: -$1,7252024

Highlighted filing

2015

Revenue$193,633
Expenses$237,396
Net Income-$43,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 3, 2016
Return Version
2015v2.1
Gross Receipts
$215,645
Mission and Program Overview

Mission

Acquire, preserve, protect and interpret the historical and cultural heritage of the bitter root valley and its people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$231,263$186,952▼ $44,311
Inventories for Sale or Use$33,517$33,003▼ $514
Other Notes and Loans Receivable, Net$20,713$19,945▼ $768
Land, Buildings, and Equipment, Net$8,228$6,845▼ $1,383
Cash and Non-Interest-Bearing Accounts$17,718$6,376▼ $11,342
Total Assets$312,714$254,849▼ $57,865
Other Assets Total$1,275$1,728▲ $453
Liabilities
Accounts Payable and Accrued Expenses$68,811$67,604▼ $1,207
Other Liabilities$4,042$4,214▲ $172
Total Liabilities$72,853$71,818▼ $1,035
Net Assets / Fund Balance
Temporarily Rstr Net Assets$375,000$166,721▼ $208,279
Unrestricted Net Assets$-135,139$16,310▲ $151,449
Total Net Assets Fund Balance$239,861$183,031▼ $56,830
Total Liabilities and Net Assets / Fund Balance$312,714$254,849▼ $57,865

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,845$97,555$104,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brett CalderPresident
Claire KempDirector
Gordon FinneyDirector
Joann HoskoDirector
Kay NelsonDirector
Laurie BurnhamDirector
Lisa SpencerDirector
Mitch MclainDirector
Mary Alice HollowaySecretary
Wayne HedmanTreasurer
Dennis MooreVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$119,828
Program Service Revenue
$68,989
Investment Income
$8,588
Other Revenue
$-3,772
All Other Contributions
$63,133
Change in Net Assets
$-43,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,858
Salaries, Compensation, and Employee Benefits$112,538
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,226--$103,226
Office Expenses$62,051--$62,051
Fees for Services Accounting$16,112--$16,112
Payroll Taxes$9,312--$9,312
All Other Expenses$8,341--$8,341
Occupancy$7,999--$7,999
Travel$5,803--$5,803
Fees for Service Investment Mgmnt Fees$4,322--$4,322
Fees for Services Other$2,488--$2,488
Advertising$2,223--$2,223
Other Expenses$2,000--$2,000
Insurance$1,700--$1,700
Conferences and Meetings$1,425--$1,425
Interest$44--$44
Total Functional Expenses$237,396$0$0$237,396
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,312
Fundraising Gross Income$11,687
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
Payroll Taxes Withheld$2,297
Accrued Leave$1,917
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 7A

The general membership elects the board of directors.

Form 990, Page 6, Part VI, Line 7B

The general membership elects the board of directors.

Form 990, Page 6, Part VI, Line 11B

Financials are reviewed before and after filing by the financial oversight committee and the board of directors. Form 990 is reviewed by accounting staff and board officers before filing.

Form 990, Page 6, Part VI, Line 19

Documents and tax returns are available on line and upon request at the museum.

Filing and Contact Details

Filer

Filer Name
Bitter Root Valley Historical
EIN
81-0370013
Address
205 BEDFORD ST, HAMILTON, MT 59840

Signing Officer

Name
Wayne Hedman
Title
Treasurer
Signed
2016-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Calder
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
9
Volunteers
155

Preparer

Firm
OWINGS & DAVIS CPA'S PLLP
Address
178 SOUTH THIRD, HAMILTON, MT 59840
Preparer
Douglas J Davis
Phone
4063632225
Supplemental Narrative

Additional Explanations

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

Exhibit project funded by usda forest service ccs grants.

Form 990, Part XI, Line 9

Change in unrealized gain/loss 0 change in unrealized gain/loss -7,873 prior fund bal adj -5,194 total -13,067

Raw XML AppendixShowing 400 of 443 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt068811
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt067604
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ACQUIRE, PRESERVE, PROTECT AND INTERPRET THE HISTORICAL AND CULTURAL HERITAGE OF THE BITTER ROOT VALLEY AND ITS PEOPLE.
IRS990/AdvertisingGrp/ProgramServicesAmt02223
IRS990/AdvertisingGrp/TotalAmt02223
IRS990/AllOtherContributionsAmt063133
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08341
IRS990/AllOtherExpensesGrp/TotalAmt08341
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BITTER ROOT VALLEY HISTORICAL SOCIE
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0BITTER ROOT VALLEY HISORICAL SOCIET
IRS990/BooksInCareOfDetail/PhoneNum04063633338
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 BEDFORD ST
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0205 BEDFORD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059840
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt017718
IRS990/CashNonInterestBearingGrp/EOYAmt06376
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01425
IRS990/ConferencesMeetingsGrp/TotalAmt01425
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0435
IRS990/CostOfGoodsSoldAmt04700
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0119828
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08588
IRS990/CYOtherExpensesAmt0124858
IRS990/CYOtherRevenueAmt0-3772
IRS990/CYProgramServiceRevenueAmt068989
IRS990/CYRevenuesLessExpensesAmt0-43763
IRS990/CYSalariesCompEmpBnftPaidAmt0112538
IRS990/CYTotalExpensesAmt0237396
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0193633
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0BRVHS OPERATES AND SUPPORTS THE RAVALLI COUNTY MUSEUM IN THE AJ GIBSON COURTHOUSE BUILT IN 1900. THE MUSEUM IS FULLY STAFFED AND OPEN TO THE PUBLIC YEAR ROUND WITH ROTATING EXHIBITS AND EDUCATIONAL PROGRAMMING THAT FOCUS ON LOCAL HISTORY, ART, AND NATURAL HISTORY. IT MAINTAINS ARCHIVES OF DOCUMENTS, PHOTOGRAPHS, AND NEWSPAPERS DATING BACK TO THE 1800S FOR PUBLIC RESEARCH. OUR EXTENSIVE COLLECTIONS INCLUDE ERNST PETERSON, BERTIE LORD, AND DOUG ALLARD'S PHOTOGRAPHIC WORKS, ARTIFACTS FROM THE SALISH PEOPLE AND EARLY SETTLERS THROUGH THE PRESENT DAY. WE RECEIVED GRANTS FROM THE MONTANA CULTURAL TRUST, DENNIS & PHYLLIS WASHINGTON FOUNDATION AND ELLIOTT & GRACE LANDER TO PROVIDE TWO DAYS OF FREE ADMISSION AND EXTENDED HOURS. THE MUSEUM SERVES THE ENTIRE REGION WITH OVER 15,000 VISITORS EACH YEAR.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0210914
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt056260
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt016112
IRS990/FeesForServicesAccountingGrp/TotalAmt016112
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02488
IRS990/FeesForServicesOtherGrp/TotalAmt02488
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt04322
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04322
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0LAURIE BURNHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1BRETT CALDER
IRS990/Form990PartVIISectionAGrp/PersonNm2GORDON FINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm3WAYNE HEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY ALICE HOLLOWAY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOANN HOSKO
IRS990/Form990PartVIISectionAGrp/PersonNm6CLAIRE KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm7MITCH MCLAIN
IRS990/Form990PartVIISectionAGrp/PersonNm8DENNIS MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm9KAY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm10LISA SPENCER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0435
IRS990/FundraisingDirectExpensesAmt017312
IRS990/FundraisingGrossIncomeAmt011687
IRS990/GainOrLossGrp/OtherAmt04758
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04758
IRS990/GrossReceiptsAmt0215645
IRS990/GrossSalesOfInventoryAmt06553
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01700
IRS990/InsuranceGrp/TotalAmt01700
IRS990/InterestGrp/ProgramServicesAmt044
IRS990/InterestGrp/TotalAmt044
IRS990/InventoriesForSaleOrUseGrp/BOYAmt033517
IRS990/InventoriesForSaleOrUseGrp/EOYAmt033003
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03830
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03830
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097555
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08228
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06845
IRS990/LandBldgEquipCostOrOtherBssAmt0104400
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ACQUIRE, PRESERVE, PROTECT AND INTERPRET THE HISTORICAL AND CULTURAL HERITAGE OF THE BITTER ROOT VALLEY AND ITS PEOPLE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0239861
IRS990/NetAssetsOrFundBalancesEOYAmt0183031
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04758
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04758
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5625
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01853
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01853
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt07999
IRS990/OccupancyGrp/TotalAmt07999
IRS990/OfficeExpensesGrp/ProgramServicesAmt062051
IRS990/OfficeExpensesGrp/TotalAmt062051
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01275
IRS990/OtherAssetsTotalGrp/EOYAmt01728
IRS990/OtherChangesInNetAssetsAmt0-13067
IRS990/OtherExpensesGrp/Desc0COGS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2INVESTMENT DEPRECIATION
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt04722
IRS990/OtherExpensesGrp/ProgramServicesAmt12915
IRS990/OtherExpensesGrp/ProgramServicesAmt22713
IRS990/OtherExpensesGrp/ProgramServicesAmt32000
IRS990/OtherExpensesGrp/TotalAmt04722
IRS990/OtherExpensesGrp/TotalAmt12915
IRS990/OtherExpensesGrp/TotalAmt22713
IRS990/OtherExpensesGrp/TotalAmt32000
IRS990/OtherLiabilitiesGrp/BOYAmt04042
IRS990/OtherLiabilitiesGrp/EOYAmt04214
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0103226
IRS990/OtherSalariesAndWagesGrp/TotalAmt0103226
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt020713
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt019945
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt09312
IRS990/PayrollTaxesGrp/TotalAmt09312
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRETT CALDER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MCINTOSH APPLE DAY
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIPS
IRS990/ProgramServiceRevenueGrp/Desc2CULTURAL HERITAGE
IRS990/ProgramServiceRevenueGrp/Desc3APPLE NIGHT-CIDER FESTIVAL
IRS990/ProgramServiceRevenueGrp/Desc4MUSEUM EXHIBITS & PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029927
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113325
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210838
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38701
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt46198
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210838
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38701
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46198
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MUSEUM IS AN EDUCATIONAL VENUE THAT PROVIDES GUIDED TOURS FOR OVER 8,000 SCHOOL-AGE CHILDREN IN 2015 AND PROGRAMMING FOR VISITORS OF ALL AGES. SATURDAY MORNINGS FEATURED FREE ACTIVITIES FOR FAMILIES CONNECTED TO OUR MAJOR EXHIBIT THEMES. A PARTNERSHIP WITH SPECTRUM BROUGHT THEIR NANO EXHIBIT AND S.T.E.M. LEARNING MODULES TO OUR AREA. ANNUAL CULTURAL HERITAGE EVENTS ATTRACT THOUSANDS OF REGIONAL VISITORS AND CELEBRATE THE LOCAL MCINTOSH APPLE ORCHARD BOOM OF THE EARLY 1900S WITH OUR APPLE DAY AND CIDER FESTIVALS, MONTANA'S STATE FLOWER AND SALISH HOMELAND ON BITTER ROOT DAY, AND RANCHING LIFESTYLES WITH COWBOY MUSIC AND POETRY. THE LIVING CULTURES OF NEZ PERCE IS THE FOCUS OF A MULTI-YEAR TRAVELING EXHIBIT PROJECT FUNDED BY USDA FOREST SERVICE CCS GRANTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023769
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESERVATION OF OUR COLLECTIONS AND ARCHIVES IS ESSENTIAL TO OUR MISSION AND EDUCATIONAL PROGRAMMING. A GENEROUS GRANT FROM THE JANE S. HEMAN FOUNDATION PROVIDED ADDITIONAL RESOURCES TO STRENGTHEN OUR ARTIFACT CONSERVATION AND RECORDKEEPING, EXPAND OUR EXHIBIT CAPACITY, AND FUND ADDITIONAL COLLECTIONS STAFF. BY PRESERVING THE LIFESTYLES OF THE PAST, WE ABLE TO CREATE EXHIBITS THAT EXPLORE AND ILLUMINATE THE IRREPLACEABLE HISTORY OF THE BITTER ROOT VALLEY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02713
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt085711
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011406
IRS990/PYOtherExpensesAmt0114234
IRS990/PYOtherRevenueAmt091
IRS990/PYProgramServiceRevenueAmt079503
IRS990/PYRevenuesLessExpensesAmt0-38453
IRS990/PYSalariesCompEmpBnftPaidAmt0100930
IRS990/PYTotalExpensesAmt0215164
IRS990/PYTotalRevenueAmt0176711
IRS990/ReconcilationRevenueExpnssAmt0-43763
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0231263
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0186952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0119828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt065551
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0387227
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08512
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012170
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014241
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015187
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt050110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091059
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0355026
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt026589
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt020376
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt016621
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt06829
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt070415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08512
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014241
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015187
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt050110
IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94190
IRS990ScheduleA/PublicSupportPY509Pct00.89300
IRS990ScheduleA/PublicSupportTotal509Amt0812668
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0210887
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0197482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0151603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110510
IRS990ScheduleA/Total509Grp/TotalAmt0812668
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0210887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0205994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0163773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125697
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0862778
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt06845
IRS990ScheduleD/EquipmentGrp/DepreciationAmt097555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0104400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02297
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11917
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES WITHHELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED LEAVE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06845
IRS990ScheduleD/TotalLiabilityAmt04214
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXHIBIT PROJECT FUNDED BY USDA FOREST SERVICE CCS GRANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GENERAL MEMBERSHIP ELECTS THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIALS ARE REVIEWED BEFORE AND AFTER FILING BY THE FINANCIAL OVERSIGHT COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990 IS REVIEWED BY ACCOUNTING STAFF AND BOARD OFFICERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AND TAX RETURNS ARE AVAILABLE ON LINE AND UPON REQUEST AT THE MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN UNREALIZED GAIN/LOSS 0 CHANGE IN UNREALIZED GAIN/LOSS -7,873 PRIOR FUND BAL ADJ -5,194 TOTAL -13,067
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0375000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0166721
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0312714
IRS990/TotalAssetsEOYAmt0254849
IRS990/TotalAssetsGrp/BOYAmt0312714
IRS990/TotalAssetsGrp/EOYAmt0254849
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0119828
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237396
IRS990/TotalFunctionalExpensesGrp/TotalAmt0237396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt072853
IRS990/TotalLiabilitiesEOYAmt071818
IRS990/TotalLiabilitiesGrp/BOYAmt072853
IRS990/TotalLiabilitiesGrp/EOYAmt071818
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0239861
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0183031
IRS990/TotalProgramServiceExpensesAmt0237396
IRS990/TotalProgramServiceRevenueAmt068989
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079430
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193633
IRS990/TotalVolunteersCnt0155
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0312714
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0254849

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.62$2.23$2.71$2.73$0.02
2023Summary only. Only limited summary data is available for this year.$2.77$0.53$2.24$2.44$2.43$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.68$2.19$2.50$2.36$0.14
2021Summary only. Only limited summary data is available for this year.$3.21$0.93$2.28$2.84$2.50$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$1.47$1.52$3.02$2.89$0.13
2019Summary only. Only limited summary data is available for this year.$2.35$0.95$1.39$2.72$2.68$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$1.22$1.25$2.77$2.75$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.83$1.28$1.72$2.42$0.70
2016Summary only. Only limited summary data is available for this year.$2.04$0.89$1.15$1.60$2.18$0.58
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.72$1.83$1.94$2.37$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.73$2.40$1.77$2.15$0.38
2013Detailed filing. Detailed filing data is available for this year.$3.29$0.60$2.69$1.29$1.63$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.85$2.97$1.32$1.78$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.37$3.29$1.11$1.71$0.60