Civic Intelligence

Disability Rights Montana

990 • Fiscal year 2016 • EIN 81-0372577

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 11, 2017

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

87th percentile

0.79x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.52x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

50th percentile

2.1%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$104,918

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.7%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

3.7%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,019,623

Down $6,811 (-0.7%) from 2015

Net Assets

Up

$211,623

Up $32,284 (+18%) from 2015

Liabilities

Down

$808,000

Down $39,095 (-4.6%) from 2015

Revenue

Up

$1,541,242

Up $55,649 (+3.7%) from 2015

Expenses

Up

$1,508,958

Up $28,047 (+1.9%) from 2015

Net Income

Up

$32,284

Up $27,602 (+590%) from 2015

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

2016

Assets$1,019,623
Liabilities$808,000
Net Assets$211,623

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

2016

Revenue$1,541,242
Expenses$1,508,958
Net Income$32,284
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 11, 2017
Return Version
2015v3.0
Gross Receipts
$1,541,242
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$858,124$831,699▼ $26,425
Savings and Temporary Cash Investments$105,393$135,342▲ $29,949
Pledges and Grants Receivable$18,473$37,452▲ $18,979
Cash and Non-Interest-Bearing Accounts$43,067$15,130▼ $27,937
Prepaid Expenses and Deferred Charges$1,377$0▼ $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$1,026,434$1,019,623▼ $6,811
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$734,899$691,966▼ $42,933
Accounts Payable and Accrued Expenses$112,196$116,034▲ $3,838
Total Liabilities$847,095$808,000▼ $39,095
Net Assets / Fund Balance
Unrestricted Net Assets$111,657$136,698▲ $25,041
Temporarily Rstr Net Assets$67,682$74,925▲ $7,243
Total Net Assets Fund Balance$179,339$211,623▲ $32,284
Total Liabilities and Net Assets / Fund Balance$1,026,434$1,019,623▼ $6,811

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$831,295$213,953$1,045,248
Equipment$404$27,949$28,353
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bernadette Franks-ongoyExecutive DirecFT$89,572$15,346$104,918

Board Members and Trustees

NameTitle
Susie McintyrePresident
Will WarbergVice President
Charles BriggsDirector
David RichardsDirector
Jannis ConselyeaDirector
Malayia HillDirector
Theresa BaldryDirector
Travis HoffmanDirector
Mary Anne SilveSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$1,463,134
Program Service Revenue
$0
Investment Income
$28
Other Revenue
$78,080
All Other Contributions
$15,009
Change in Net Assets
$32,284

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,541,242
Total Revenue per Audited Statements
$1,541,242
Total Revenue per Form 990
$1,541,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,179,737
Other Expenses$329,221
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$725,507$79,203-$804,710
Other Employee Benefits$139,388$10,246-$149,634
Current Officers, Directors, Trustees, and Key Employees-$104,918-$104,918
Payroll Taxes$59,429$13,389-$72,818
All Other Expenses$43,753$10,215-$53,968
Pension Plan Contributions$42,912$4,745-$47,657
Travel$39,360$1,347-$40,707
Fees for Services Legal$38,020--$38,020
Interest$37,571$346-$37,917
Depreciation Depletion-$26,425-$26,425
Occupancy$22,453$69-$22,522
Other Expenses$13,524$5-$13,529
Office Expenses$10,564$22-$10,586
Fees for Services Accounting$9,891$109-$10,000
Insurance$9,123$8-$9,131
Conferences and Meetings$5,948$752-$6,700
Total Functional Expenses$1,256,315$252,643$0$1,508,958

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,508,958
Total Expenses per Audited Statements$1,508,958
Total Expenses per Form 990$1,508,958
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
CEO
Signed
2017-07-11
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
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 11 INFORMATION AND REFERRALS PROVIDED, 86 CASES HANDLED FOR A TOTAL OF 79 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 13 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 4 INFORMATION AND REFERRALS PROVIDED, 44 CASES HANDLED FOR A TOTAL OF 48 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 42 INFORMATION AND REFERRALS PROVIDED, 22 CASES HANDLED FOR A TOTAL OF 59 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 WAS 1 INFORMATION AND REFERRAL PROVIDED, 2 CASES HANDLED FOR A TOTAL OF 3 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 4 CASES HANDLED FOR A TOTAL OF 32 INDIVIDUALS SERVED.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary/Treas
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IRS990/OtherExpensesGrp/Desc1CONTRACT SUPPORT
IRS990/OtherExpensesGrp/Desc2DUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15
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IRS990/OtherExpensesGrp/ProgramServicesAmt215908
IRS990/OtherExpensesGrp/ProgramServicesAmt313524
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0276955
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IRS990/PYOtherExpensesAmt0333390
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IRS990/PYRevenuesLessExpensesAmt04682
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06806753
IRS990ScheduleA/TotalSupportAmt06890986
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0DISABILITY RIGHTS MONTANA IDENTIFIES LAWS THAT IMPACT THE RIGHTS OF PEOPLE WITH DISABILITIES AND RECOMMENDS AMENDMENTS.
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0213953
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt027949
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028353
IRS990ScheduleD/ExpensesSubtotalAmt01508958
IRS990ScheduleD/RevenueSubtotalAmt01541242

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits