Civic Intelligence

Disability Rights Montana

990 • Fiscal year 2015 • EIN 81-0372577

Oct 01, 2014 to Sep 30, 2015 • Filed on May 16, 2016

1022 Chestnut StreetHelena, MT 59601

(406) 449-2344

Siviq Scores

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

Liabilities / Assets

88th percentile

0.83x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.57x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

71st percentile

$103,120

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,026,434

Down $18,274 (-1.7%) from 2014

Net Assets

Up

$179,339

Up $4,682 (+2.7%) from 2014

Liabilities

Down

$847,095

Down $22,956 (-2.6%) from 2014

Revenue

Up

$1,485,593

Up $204,877 (+16%) from 2014

Expenses

Up

$1,480,911

Up $212,889 (+17%) from 2014

Net Income

Down

$4,682

Down $8,012 (-63%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,268,574Liabilities 2011: $1,087,906Net Assets 2011: $180,6682011Assets 2012: $1,159,210Liabilities 2012: $988,311Net Assets 2012: $170,8992012Assets 2013: $1,061,345Liabilities 2013: $899,382Net Assets 2013: $161,9632013Assets 2014: $1,044,708Liabilities 2014: $870,051Net Assets 2014: $174,6572014Assets 2015: $1,026,434Liabilities 2015: $847,095Net Assets 2015: $179,3392015Assets 2016: $1,019,623Liabilities 2016: $808,000Net Assets 2016: $211,6232016Assets 2017: $1,026,414Liabilities 2017: $772,377Net Assets 2017: $254,0372017Assets 2018: $1,191,462Liabilities 2018: $737,989Net Assets 2018: $453,4732018Assets 2019: $1,243,974Liabilities 2019: $678,238Net Assets 2019: $565,7362019Assets 2020: $1,240,296Liabilities 2020: $643,402Net Assets 2020: $596,8942020Assets 2021: $1,133,178Liabilities 2021: $589,168Net Assets 2021: $544,0102021Assets 2022: $1,078,777Liabilities 2022: $519,779Net Assets 2022: $558,9982022Assets 2023: $1,068,815Liabilities 2023: $519,016Net Assets 2023: $549,7992023

Highlighted filing

2015

Assets$1,026,434
Liabilities$847,095
Net Assets$179,339

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,549,083Expenses 2011: $1,649,533Net Income 2011: -$100,4502011Revenue 2012: $1,551,322Expenses 2012: $1,561,091Net Income 2012: -$9,7692012Expenses 2013: $1,290,5772013Revenue 2014: $1,280,716Expenses 2014: $1,268,022Net Income 2014: $12,6942014Revenue 2015: $1,485,593Expenses 2015: $1,480,911Net Income 2015: $4,6822015Revenue 2016: $1,541,242Expenses 2016: $1,508,958Net Income 2016: $32,2842016Revenue 2017: $1,524,491Expenses 2017: $1,482,177Net Income 2017: $42,3142017Revenue 2018: $1,685,808Expenses 2018: $1,486,372Net Income 2018: $199,4362018Revenue 2019: $1,448,491Expenses 2019: $1,336,228Net Income 2019: $112,2632019Revenue 2020: $1,429,749Expenses 2020: $1,398,591Net Income 2020: $31,1582020Revenue 2021: $1,562,967Expenses 2021: $1,615,851Net Income 2021: -$52,8842021Revenue 2022: $1,790,060Expenses 2022: $1,775,072Net Income 2022: $14,9882022Revenue 2023: $1,775,604Expenses 2023: $1,784,803Net Income 2023: -$9,1992023

Highlighted filing

2015

Revenue$1,485,593
Expenses$1,480,911
Net Income$4,682
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$1,485,593
Mission and Program Overview

Mission

Disability Rights Montana envisions a society where people with disabilities have equality of opportunity and are able to participate fully in community life by exercising choice and self-determination. Because of this vision, the mission of Disability Rights Montana is to protect and advocate for the human, legal, and civil rights of Montanans with disabilities while advancing dignity, equality, and self-determination.

Protection and advocacy for the civil and legal rights of individuals with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$863,242$858,124▼ $5,118
Savings and Temporary Cash Investments$88,807$105,393▲ $16,586
Cash and Non-Interest-Bearing Accounts$49,670$43,067▼ $6,603
Pledges and Grants Receivable$42,989$18,473▼ $24,516
Prepaid Expenses and Deferred Charges-$1,377-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,044,708$1,026,434▼ $18,274
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$734,899$691,966▼ $42,933
Accounts Payable and Accrued Expenses$135,152$155,129▲ $19,977
Total Liabilities$870,051$847,095▼ $22,956
Net Assets / Fund Balance
Unrestricted Net Assets$85,288$111,657▲ $26,369
Temporarily Rstr Net Assets$89,369$67,682▼ $21,687
Total Net Assets Fund Balance$174,657$179,339▲ $4,682
Total Liabilities and Net Assets / Fund Balance$1,044,708$1,026,434▼ $18,274

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$857,427$187,821-
Equipment$697$41,656-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bernadette Franks-ongoyExecutive DirecFT$87,611$15,509$103,120

Board Members and Trustees

NameTitle
Marie JacksonAc Chair
Susie McintyrePresident
Will WarbergVice President
Charles BriggsDirector
David RichardsDirector
Jannis ConselyeaDirector
Ruth AckroydDirector
Theresa BaldryDirector
Travis HoffmanDirector
Mary Anne SilveSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$1,438,965
Program Service Revenue
$0
Investment Income
$43
Other Revenue
$46,585
All Other Contributions
$22,891
Change in Net Assets
$4,682

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,485,593
Total Revenue per Audited Statements
$1,485,593
Total Revenue per Form 990
$1,485,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,147,521
Other Expenses$333,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$691,102$85,343-$776,445
Other Employee Benefits$141,103$12,662-$153,765
Current Officers, Directors, Trustees, and Key Employees$1,070$102,050-$103,120
All Other Expenses$57,130$12,574-$69,704
Payroll Taxes$54,403$13,537-$67,940
Pension Plan Contributions$41,153$5,098-$46,251
Travel$37,797$4,525-$42,322
Interest$39,765$317-$40,082
Occupancy$29,265$275-$29,540
Depreciation Depletion-$26,118-$26,118
Other Expenses$13,859$1,648-$15,507
Office Expenses$10,648$1,557-$12,205
Fees for Services Accounting$10,000--$10,000
Insurance$7,159$164-$7,323
Conferences and Meetings$4,520$2,393-$6,913
Fees for Services Legal$4,233--$4,233
Total Functional Expenses$1,209,075$271,836$0$1,480,911

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,480,911
Total Expenses per Audited Statements$1,480,911
Total Expenses per Form 990$1,480,911
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
Yes
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-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ADisability Rights Montana2008-02-15$995,000Purchase & renovate building
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Part VI, Line 11B: Form 990 Review Process

The full board of directors will receive a copy of 990 before it is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board members are required to disclose a conflict of interest if one exists at each board of directors meeting. Conflicts are documented in the board of directors meeting minutes.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

15a. The BOD evaluates the Executive Director on an annual basis. A salary survey of other non-profit and Protection and Advocacy agency Executive Directors is completed by the Director of Finance and Administration and presented to the BOD president for review and presentation to the full BOD, who then determines the salary for the Executive Director.15b. The compensation plan of all staff employed by the agency was created by a private professional personnel agency and evaluated and approved by the BOD. Any changes to the compensation plan require BOD approval.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Disability Rights Montana
EIN
81-0372577
Phone
4064492344
Address
1022 CHESTNUT STREET, HELENA, MT 59601

Signing Officer

Name
Bernadette Franks-ongoy
Title
Executive Direc
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
20

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Drive Suite 7, Bozeman, MT 59718
Preparer
Dawn M Wrigg CPA
Phone
4065853393
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: CLIENT ASSISTANCE PROGRAM (CAP).PROVIDE STATEWIDE NETWORK OF SERVICES TO ALL CLIENTS AND CLIENT APPLICANTS OF THE VOCATIONAL REHABILITATION PROGRAM. THERE WERE 24 INFORMATION AND REFERRALS PROVIDED, 86 CASES HANDLED FOR A TOTAL OF 103 INDIVIDUALS SERVED. OTHER PROGRAM SERVICES 5: ASSISTIVE TECHNOLOGY (PAAT).PROVIDES FUNDS TO ASSIST IN DEVELOPING AND IMPLEMENTING COMPREHENSIVE, CONSUMER RESPONSIVE STATEWIDE PROGRAMS OF TECHNOLOGY RELATED ASSISTANCE FOR INDIVIDUALS OF ALL AGES WITH DISABILITIES. THERE WERE 4 INFORMATION AND REFERRALS PROVIDED, 11 CASES HANDLED FOR A TOTAL OF 15 INDIVIDUALS SERVED. OTHER PROGRAM SERVICES 6: PROTECTION AND ADVOCACY FOR BENEFICIARIES OF SOCIAL SECURITY (PABSS).PROVIDES INFORMATION, ASSISTANCE, AND ADVOCACY SERVICES TO BENEFICIARIES OF SOCIAL SECURITY SEEKING VOCATIONAL REHABILITATION, EMPLOYMENT, AND OTHER SUPPORT SERVICES. THERE WERE 19 INFORMATION AND REFERRALS PROVIDED, 56 CASES HANDLED FOR A TOTAL OF 70 INDIVIDUALS SERVED. OTHER PROGRAM SERVICES 7: PROTECTION AND ADVOCACY FOR INDIVIDUALS WITH TRAUMATIC BRAIN INJURY (PATBI).PROVIDES INFORMATION, REFERRALS AND ADVICE, INDIVIDUAL AND FAMILY ADVOCACY, LEGAL REPRESENTATION AND SPECIFIC ASSISTANCE IN SELF-ADVOCACY TO INDIVIDUALS WITH TBI AND THEIR FAMILIES. THERE WERE 36 INFORMATION AND REFERRALS PROVIDED, 25 CASES HANDLED FOR A TOTAL OF 58 INDIVIDUALS SERVED. OTHER PROGRAM SERVICES 8: PROTECTION AND ADVOCACY FOR VOTING ACCESS (PAVA).THIS GRANT IS TO ENSURE FULL PARTICIPATION IN THE ELECTORAL PROCESS FOR INDIVIDUALS WITH DISABILITIES, INCLUDING REGISTERING TO VOTE, CASTING A VOTE, AND ACCESSING POLLING PLACES. TRAINING WAS PROVIDED STATEWIDE REGARDING VOTING ACCESSABILITY. THERE WERE 5 INFORMATION AND REFERRAL PROVIDED, 2 CASES HANDLED FOR A TOTAL OF 7 INDIVIDUALS SERVED. OTHER PROGRAM SERVICES 9: REPRESENTATIVE PAY MONITORING (RPM): THE SOCIAL SECURITY ADMINISTRATION (SSA) HAS CHOSEN THE FEDERALLY MANDATED NATIONAL PROTECTION AND ADVOCACY SYSTEM, WHICH INCLUDED DISABILITY RIGHTS MONTANA, TO BE ITS PARTNER IN ASSURING THAT BENEFICIARIES WHO HAVE A REPRESENTATIVE PAYEE WHO ARE ALSO THE BENEFICIARY'S EMPLOYER ARE RECEIVING ADEQUATE SERVICES AND SUPPORTS. SSA HAS ASKED DRM TO ASSIST THEM IN CHECKING ON THE WELFARE OF CERTAIN BENEFICIARIES WHO HAVE A REPRESENTATIVE PAYEE. OUR REVIEWS ARE AUTHORIZED BY THE SSA UNDER CONTRACT WITH THE NATIONAL DISABILITY RIGHTS NETWORK AND ARE CONSISTENT WITH THE COMMISSIONER OF SOCIAL SECURITY'S AUTHORITY TO CONDUCT REVIEWS OF EMPLOYER REPRESENTATIVE PAYEES (SOCIAL SECURITY ACT SECTIONS 205(j)(2)(A) AND 1631(a)(2)(G)(i)). REVIEWS ARE PART OF SSA'S ROUTINE EFFORT TO ENSURE THE INTEGRITY OF THE REPRESENTATIVE PAYEE PROGRAM. THERE WERE 14 CASES HANDLED FOR A TOTAL OF 14 INDIVIDUALS SERVED.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary/Treas
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/MissionDesc0DISABILITY RIGHTS MONTANA ENVISIONS A SOCIETY WHERE PEOPLE WITH DISABILITIES HAVE EQUALITY OF OPPORTUNITY AND ARE ABLE TO PARTICIPATE FULLY IN COMMUNITY LIFE BY EXERCISING CHOICE AND SELF-DETERMINATION. BECAUSE OF THIS VISION, THE MISSION OF DISABILITY RIGHTS MONTANA IS TO PROTECT AND ADVOCATE FOR THE HUMAN, LEGAL, AND CIVIL RIGHTS OF MONTANANS WITH DISABILITIES WHILE ADVANCING DIGNITY, EQUALITY, AND SELF-DETERMINATION.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02231
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2224
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31648
IRS990/OtherExpensesGrp/ProgramServicesAmt024733
IRS990/OtherExpensesGrp/ProgramServicesAmt124146
IRS990/OtherExpensesGrp/ProgramServicesAmt216989
IRS990/OtherExpensesGrp/ProgramServicesAmt313859
IRS990/OtherExpensesGrp/TotalAmt026964
IRS990/OtherExpensesGrp/TotalAmt125266
IRS990/OtherExpensesGrp/TotalAmt217213
IRS990/OtherExpensesGrp/TotalAmt315507
IRS990/OtherRevenueMiscGrp/Desc0ATTORNEY FEES
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15370
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt224672
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041153
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0335696
IRS990/ProgSrvcAccomActy3Grp/Desc0PROTECTION AND ADVOCACY FOR INDIVIDUAL RIGHTS (PAIR).PROTECT THE LEGAL AND HUMAN RIGHTS OF INDIVIDUALS WITH DISABILITIES. THERE WERE 209 INFORMATION AND REFERRALS PROVIDED, 171 CASES HANDLED FOR A TOTAL OF 345 INDIVIDUALS SERVED.
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IRS990/PYOtherExpensesAmt0293853
IRS990/PYOtherRevenueAmt064168
IRS990/PYRevenuesLessExpensesAmt012694
IRS990/PYSalariesCompEmpBnftPaidAmt0974169
IRS990/PYTotalExpensesAmt01268022
IRS990/PYTotalRevenueAmt01280716
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013403
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06819512
IRS990ScheduleA/TotalSupportAmt06894747
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IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
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IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0true
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0DISABILITY RIGHTS MONTANA IDENTIFIES LAWS THAT IMPACT THE RIGHTS OF PEOPLE WITH DISABILITIES AND RECOMMENDS AMENDMENTS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II-B, Line 1i - Other Activities Description
IRS990ScheduleC/TotalLobbyingExpendituresAmt017125
IRS990ScheduleC/VolunteersInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.07$0.52$0.55$1.78$1.78$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.52$0.56$1.79$1.78$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.59$0.54$1.56$1.62$0.05
2020Summary only. Only limited summary data is available for this year.$1.24$0.64$0.60$1.43$1.40$0.03
2019Summary only. Only limited summary data is available for this year.$1.24$0.68$0.57$1.45$1.34$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.74$0.45$1.69$1.49$0.20
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.77$0.25$1.52$1.48$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.81$0.21$1.54$1.51$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.85$0.18$1.49$1.48$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.87$0.17$1.28$1.27$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.90$0.16$1.29
2012Summary only. Only limited summary data is available for this year.$1.16$0.99$0.17$1.55$1.56$0.01
2011Summary only. Only limited summary data is available for this year.$1.27$1.09$0.18$1.55$1.65$0.10