Civic Intelligence

Little Bitterroot Services Inc

990 • Fiscal year 2024 • EIN 81-0370570

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

Organization ProfileN/A
PO Box 189Plains, MT 59859

(406) 826-3694

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.06x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

60th percentile

9.0%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$88,012

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

57th percentile

7.3%

Faster asset growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

11%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$5,916,401

Up $400,953 (+7.3%) from 2023

Net Assets

Up

$5,683,359

Up $342,487 (+6.4%) from 2023

Liabilities

Up

$233,042

Up $58,466 (+33%) from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin60th percentile

Revenue

Up

$3,787,204

Up $370,169 (+11%) from 2023

Expenses

Up

$3,444,581

Up $423,608 (+14%) from 2023

Net Income

Down

$342,623

Down $53,439 (-13%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,372,524Liabilities 2011: $319,945Net Assets 2011: $1,052,5792011Assets 2012: $1,418,921Liabilities 2012: $286,047Net Assets 2012: $1,132,8742012Assets 2013: $1,453,584Liabilities 2013: $166,410Net Assets 2013: $1,287,1742013Assets 2014: $1,560,085Liabilities 2014: $101,728Net Assets 2014: $1,458,3572014Assets 2015: $1,876,737Liabilities 2015: $123,505Net Assets 2015: $1,753,2322015Assets 2016: $2,079,371Liabilities 2016: $119,867Net Assets 2016: $1,959,5042016Assets 2017: $2,476,473Liabilities 2017: $127,087Net Assets 2017: $2,349,3862017Assets 2018: $2,866,529Liabilities 2018: $186,924Net Assets 2018: $2,679,6052018Assets 2019: $3,393,219Liabilities 2019: $194,386Net Assets 2019: $3,198,8332019Assets 2020: $3,958,988Liabilities 2020: $228,575Net Assets 2020: $3,730,4132020Assets 2021: $4,553,600Liabilities 2021: $219,740Net Assets 2021: $4,333,8602021Assets 2022: $5,177,215Liabilities 2022: $232,405Net Assets 2022: $4,944,8102022Assets 2023: $5,515,448Liabilities 2023: $174,576Net Assets 2023: $5,340,8722023Assets 2024: $5,916,401Liabilities 2024: $233,042Net Assets 2024: $5,683,3592024Assets 2025: $6,296,800Liabilities 2025: $224,758Net Assets 2025: $6,072,0422025

Highlighted filing

2024

Assets$5,916,401
Liabilities$233,042
Net Assets$5,683,359
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $1,352,8482011Revenue 2012: $1,421,082Expenses 2012: $1,340,787Net Income 2012: $80,2952012Revenue 2013: $1,634,497Expenses 2013: $1,480,197Net Income 2013: $154,3002013Revenue 2014: $1,744,556Expenses 2014: $1,573,373Net Income 2014: $171,1832014Revenue 2015: $1,987,284Expenses 2015: $1,692,409Net Income 2015: $294,8752015Revenue 2016: $2,065,512Expenses 2016: $1,859,240Net Income 2016: $206,2722016Revenue 2017: $2,421,601Expenses 2017: $2,031,719Net Income 2017: $389,8822017Revenue 2018: $2,579,690Expenses 2018: $2,249,471Net Income 2018: $330,2192018Revenue 2019: $2,923,260Expenses 2019: $2,404,032Net Income 2019: $519,2282019Revenue 2020: $3,224,956Expenses 2020: $2,693,376Net Income 2020: $531,5802020Revenue 2021: $3,516,482Expenses 2021: $2,913,035Net Income 2021: $603,4472021Revenue 2022: $3,523,723Expenses 2022: $2,912,773Net Income 2022: $610,9502022Revenue 2023: $3,417,035Expenses 2023: $3,020,973Net Income 2023: $396,0622023Revenue 2024: $3,787,204Expenses 2024: $3,444,581Net Income 2024: $342,6232024Revenue 2025: $3,992,380Expenses 2025: $3,605,180Net Income 2025: $387,2002025

Highlighted filing

2024

Revenue$3,787,204
Expenses$3,444,581
Net Income$342,623
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$4,158,927
Mission and Program Overview

Mission

To plan, develop, and operate a cost effective and comprehensive range of services for persons with disabilities in areas of employment, community living and recreation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,305,448$2,610,612▼ $694,836
Land, Buildings, and Equipment, Net$1,225,181$1,222,681▼ $2,500
Investments in Publicly Traded Securities-$1,025,887-
Accounts Receivable$468,845$539,811▲ $70,966
Savings and Temporary Cash Investments$464,332$446,243▼ $18,089
Inventories for Sale or Use$43,352$61,217▲ $17,865
Prepaid Expenses and Deferred Charges$8,290$9,950▲ $1,660
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$5,515,448$5,916,401▲ $400,953
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$174,576$233,042▲ $58,466
Total Liabilities$174,576$233,042▲ $58,466
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,236,872$5,579,359▲ $342,487
Net Assets With Donor Restrictions$104,000$104,000→ $0
Total Net Assets Fund Balance$5,340,872$5,683,359▲ $342,487
Total Liabilities and Net Assets / Fund Balance$5,515,448$5,916,401▲ $400,953

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$693,343$1,451,379$2,144,722
Land$436,500-$436,500
Equipment$92,838$329,144$421,982
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon BensonExecutive DirectorFT$74,382$13,630$88,012

Board Members and Trustees

NameTitle
Brian CrainChairman
Adam BacheMember
Jill LofthusMember
John HollandMember
Lori RehbeinMember
Sandy DavisMember
Stewart Mike BrownRepresentative
Angela FrankSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Rest Assured LLCRemote Monitoring180 PROFESSIONAL CT, Lafayett, IN 47905$115,338
Flathead IndustriesManagement Contract/reimbPO BOX 1916, Kalispell, MT 59903$108,789
Revenue and Support

Revenue Composition

Contributions and Grants
$3,486,907
Program Service Revenue
$173,791
Investment Income
$38,020
Other Revenue
$88,486
All Other Contributions
$257,265
Change in Net Assets
$342,623

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$256,542Resale Value
Total Noncash Contributions$256,542-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,158,903
Revenue Not Reported on Financial Statements
$-371,699
Revenue Not Reported on Form 990
$-112
Other Revenue Adjustments
$-371,723
Total Revenue per Audited Statements
$4,158,791
Total Revenue per Form 990
$3,787,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,597,367
Other Expenses$847,214
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,974,560$61,528-$2,036,088
Other Employee Benefits$275,163$12,615-$287,778
Fees for Services Management$72,348$113,000-$185,348
Payroll Taxes$155,527$10,430-$165,957
Information Technology$141,146--$141,146
Depreciation Depletion$127,919--$127,919
Occupancy$117,286--$117,286
Office Expenses$89,992--$89,992
Current Officers, Directors, Trustees, and Key Employees-$88,362-$88,362
Insurance$20,134$15,646-$35,780
Travel$20,310--$20,310
Pension Plan Contributions$19,182--$19,182
Other Expenses$17,479--$17,479
Fees for Services Accounting-$12,300-$12,300
All Other Expenses$5,264--$5,264
Advertising$2,682--$2,682
Total Functional Expenses$3,130,700$313,881$0$3,444,581

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,816,304
Expenses per Audited Statements$3,444,581
Total Expenses per Form 990$3,444,581
Expenses Not Reported on Form 990$371,723
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The agency contracts with flathead industries, inc.,a nonprofit corporation under irc section 501(c)(3) for the positions of ceo and cfo. Flathead industries, inc. Is a nonprofit organization providing disability services to flathead county. Both positions are provided for contractual compensation of $113,000.”

Form 990, Part VI, Section B, Line 11B

“The board of directors receives a copy of the draft form 990 for review prior to filing. The contract ceo and cfo perform an in depth review of the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members must disclose immediately any situation in which a conflict of interest or apparent conflict of interest arises. The board member is then excused from further discussion regarding the issues creating the conflict.”

Form 990, Part VI, Section B, Line 15A

“The board of directors performs a review of the management and accounting contractual relationship with flathead industries on an annual basis. This review includes evaluating performance and contract rate based on current market indicators.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request at the agency's administrative offices.”

Filing and Contact Details

Filer

Filer Name
Little Bitterroot Services Inc
EIN
81-0370570
Phone
4068263694
Address
PO BOX 189, PLAINS, MT 59859

Signing Officer

Name
Shannon Benson
Title
Executive Director
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Benson
Formed
1977
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
105

Preparer

Firm
Carver Florek & James LLC
Address
1201 Kensington Ave, Missoula, MT 59801
Preparer
Angel Sharp CPA
Phone
4067285539
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“Clients can designate little bitterroot as the payee for their social security and supplemental security income. The consumer account is used for each clients personal needs and rental payments and is the property of the client. The accounts are not included in these financial statements; the funds are maintained in separate accounts totaling $44,186 and $25,990 at june 30, 2024 and 2023, respectively.”

Part X : FIN48 Footnote

“Little bitterroot services, inc. Is exempt from income tax under provisions of section 501(c)(3) of the internal revenue code. This code enables little bitterroot services, inc. To accept donations that qualify as charitable contributions to the donor. Little bitterroot services, inc.'s increase in net assets is generally not subject to income taxes. However, income from certain activities not directly related to little bitterroot services, inc.'s tax-exempt purpose is subject to taxation as unrelated business income. No provision for income tax has been recorded in the financial statements as managament does not believe there was any unrelated business taxable income in 2024 and 2023. With few exceptions, little bitterroot services, inc.'sinformation returns are not subject to examination for tax years prior to 2021.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Noncash cost of goods sold $256542 cost of goods sold $115181”

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IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0275163
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0287778
IRS990/OtherExpensesGrp/Desc0GROCERIES AND MEALS
IRS990/OtherExpensesGrp/Desc1VEHICLE MAINTENANCE
IRS990/OtherExpensesGrp/Desc2GAS AND OIL
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IRS990/OtherExpensesGrp/ProgramServicesAmt049464
IRS990/OtherExpensesGrp/ProgramServicesAmt122067
IRS990/OtherExpensesGrp/ProgramServicesAmt220177
IRS990/OtherExpensesGrp/ProgramServicesAmt317479
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IRS990/OtherExpensesGrp/TotalAmt122067
IRS990/OtherExpensesGrp/TotalAmt220177
IRS990/OtherExpensesGrp/TotalAmt317479
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061528
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01974560
IRS990/OtherSalariesAndWagesGrp/TotalAmt02036088
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010430
IRS990/PayrollTaxesGrp/ProgramServicesAmt0155527
IRS990/PayrollTaxesGrp/TotalAmt0165957
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019182
IRS990/PensionPlanContributionsGrp/TotalAmt019182
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09950
IRS990/PrincipalOfficerNm0SHANNON BENSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
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IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07212
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1166579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07212
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1166579
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0709745
IRS990/ProgSrvcAccomActy3Grp/Desc0THE GYM PROVIDES RECREATIONAL AND INTEGRATION OPPORTUNITIES FOR CONSUMERS WITHIN THE COMMUNITY. THE COMMUNITY IS BENEFITTED THROUGH THE ABILITY TO PURCHASE A LOW COST MEMBERSHIP.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt036396
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03182520
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt0803099
IRS990/PYOtherRevenueAmt059101
IRS990/PYProgramServiceRevenueAmt0165013
IRS990/PYRevenuesLessExpensesAmt0396062
IRS990/PYSalariesCompEmpBnftPaidAmt02217874
IRS990/PYTotalExpensesAmt03020973
IRS990/PYTotalRevenueAmt03417035
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0342623
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03311377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03012311
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,916,401
Liabilities
$233,042
Net assets
$5,683,359
Revenue
$3,787,204
Expenses
$3,444,581
Net income
$342,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$0.22$6.07$3.99$3.61$0.39
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.23$5.68$3.79$3.44$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.17$5.34$3.42$3.02$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.23$4.94$3.52$2.91$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.22$4.33$3.52$2.91$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.23$3.73$3.22$2.69$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.19$3.20$2.92$2.40$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.19$2.68$2.58$2.25$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.13$2.35$2.42$2.03$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.12$1.96$2.07$1.86$0.21
2015Summary only. Only limited summary data is available for this year.$1.88$0.12$1.75$1.99$1.69$0.29
2014Summary only. Only limited summary data is available for this year.$1.56$0.10$1.46$1.74$1.57$0.17
2013Summary only. Only limited summary data is available for this year.$1.45$0.17$1.29$1.63$1.48$0.15
2012Summary only. Only limited summary data is available for this year.$1.42$0.29$1.13$1.42$1.34$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.32$1.05$1.35