Civic Intelligence

West Mont

990 • Fiscal year 2022 • EIN 81-0402506

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 19, 2022

2708 Bozeman AveHelena, MT 59601

(406) 447-3100

Siviq Scores

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

Liabilities / Assets

60th percentile

0.20x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

37th percentile

0.09x

Higher debt load relative to revenue than 37% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

33rd percentile

0.1%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$118,984

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-7.6%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$4,017,564

Down $48,220 (-1.2%) from 2021

Net Assets

Up

$3,213,810

Up $6,795 (+0.2%) from 2021

Liabilities

Down

$803,754

Down $55,015 (-6.4%) from 2021

Revenue

Down

$9,031,151

Down $739,163 (-7.6%) from 2021

Expenses

Up

$9,024,356

Up $613,258 (+7.3%) from 2021

Net Income

Down

$6,795

Down $1,352,421 (-100%) from 2021

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,148,051Liabilities 2010: $422,529Net Assets 2010: $3,725,5222010Assets 2011: $3,913,860Liabilities 2011: $453,110Net Assets 2011: $3,460,7502011Assets 2012: $3,249,437Liabilities 2012: $492,522Net Assets 2012: $2,756,9152012Assets 2013: $2,890,302Liabilities 2013: $972,367Net Assets 2013: $1,917,9352013Assets 2014: $2,841,658Liabilities 2014: $693,814Net Assets 2014: $2,147,8442014Assets 2015: $3,374,547Liabilities 2015: $458,551Net Assets 2015: $2,915,9962015Assets 2016: $3,612,407Liabilities 2016: $428,023Net Assets 2016: $3,184,3842016Assets 2017: $2,664,871Liabilities 2017: $695,459Net Assets 2017: $1,969,4122017Assets 2018: $2,463,675Liabilities 2018: $545,463Net Assets 2018: $1,918,2122018Assets 2019: $3,253,212Liabilities 2019: $1,053,878Net Assets 2019: $2,199,3342019Assets 2020: $3,878,718Liabilities 2020: $2,030,919Net Assets 2020: $1,847,7992020Assets 2021: $4,065,784Liabilities 2021: $858,769Net Assets 2021: $3,207,0152021Assets 2022: $4,017,564Liabilities 2022: $803,754Net Assets 2022: $3,213,8102022Assets 2023: $5,102,554Liabilities 2023: $2,184,604Net Assets 2023: $2,917,9502023Assets 2024: $5,247,347Liabilities 2024: $2,590,951Net Assets 2024: $2,656,3962024Assets 2025: $4,934,783Liabilities 2025: $2,122,883Net Assets 2025: $2,811,9002025

Highlighted filing

2022

Assets$4,017,564
Liabilities$803,754
Net Assets$3,213,810

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,063,1162010Revenue 2011: $6,223,580Expenses 2011: $6,164,273Net Income 2011: $59,3072011Revenue 2012: $6,337,446Expenses 2012: $6,374,043Net Income 2012: -$36,5972012Expenses 2013: $6,589,1522013Revenue 2014: $6,773,876Expenses 2014: $6,543,967Net Income 2014: $229,9092014Revenue 2015: $7,627,271Expenses 2015: $6,859,119Net Income 2015: $768,1522015Revenue 2016: $7,490,246Expenses 2016: $7,256,002Net Income 2016: $234,2442016Revenue 2017: $6,996,983Expenses 2017: $8,211,955Net Income 2017: -$1,214,9722017Revenue 2018: $6,902,320Expenses 2018: $6,953,520Net Income 2018: -$51,2002018Revenue 2019: $8,066,885Expenses 2019: $7,785,763Net Income 2019: $281,1222019Revenue 2020: $8,656,018Expenses 2020: $9,007,553Net Income 2020: -$351,5352020Revenue 2021: $9,770,314Expenses 2021: $8,411,098Net Income 2021: $1,359,2162021Revenue 2022: $9,031,151Expenses 2022: $9,024,356Net Income 2022: $6,7952022Revenue 2023: $8,954,863Expenses 2023: $9,250,723Net Income 2023: -$295,8602023Revenue 2024: $10,125,129Expenses 2024: $10,386,683Net Income 2024: -$261,5542024Revenue 2025: $10,742,226Expenses 2025: $10,586,722Net Income 2025: $155,5042025

Highlighted filing

2022

Revenue$9,031,151
Expenses$9,024,356
Net Income$6,795
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 19, 2022
Return Version
2021v4.2
Gross Receipts
$9,243,308
Mission and Program Overview

Mission

West mont has been providing services to people with developmental disabilities since july 26, 1972. Our agency mission is to promote quality of life for individuals with disabilities through growth and independence across all stages of life.

Promoting quality of life for individuals with disabilities through growth and independence across all stages of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,349,649$2,696,709▲ $347,060
Accounts Receivable$1,278,334$968,224▼ $310,110
Land, Buildings, and Equipment, Net$218,571$174,539▼ $44,032
Cash and Non-Interest-Bearing Accounts$22,964$24,710▲ $1,746
Prepaid Expenses and Deferred Charges$18,180$24,047▲ $5,867
Total Assets$4,065,784$4,017,564▼ $48,220
Other Assets Total$178,086$129,335▼ $48,751
Liabilities
Accounts Payable and Accrued Expenses$680,683$674,419▼ $6,264
Escrow Account Liability$178,086$129,335▼ $48,751
Total Liabilities$858,769$803,754▼ $55,015
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,207,015$3,213,810▲ $6,795
Total Net Assets Fund Balance$3,207,015$3,213,810▲ $6,795
Total Liabilities and Net Assets / Fund Balance$4,065,784$4,017,564▼ $48,220

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$131,765$609,936$741,701
Equipment$30,970$143,487$174,457
Buildings$11,804$5,432$17,236

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$780,123-▼ $90,750-$678,266
2020$627,481-▲ $158,510-$780,123
2019$626,882-▲ $599-$627,481
2018$596,221-▲ $30,661-$626,882
2017$468,003-▲ $28,218-$496,221
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashleigh HeimbachPresidentFT$107,372$11,612$118,984

Board Members and Trustees

NameTitle
David PerettoChair
Debbie OlsonDirector
Debbie SchmidtDirector
Jessi BennionDirector
Larry FasbenderDirector
Laura KneedlerDirector
Loren BrownDirector
Mike BillingsDirector
Nancy NielsenDirector
Tia NelsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$211
Program Service Revenue
$8,463,372
Investment Income
$246
Other Revenue
$567,322
All Other Contributions
$211
Change in Net Assets
$6,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,415,278
Other Expenses$1,609,078
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,145,882$980,167-$6,126,049
Occupancy$165,427$521,636-$687,063
Payroll Taxes$480,879$87,530-$568,409
Other Employee Benefits$437,785$89,666-$527,451
Insurance$2,887$141,475-$144,362
Current Officers, Directors, Trustees, and Key Employees$103,068$21,318-$124,386
Office Expenses$63,061$58,746-$121,807
Fees for Services Other$30,438$71,619-$102,057
Travel$75,590$764-$76,354
Pension Plan Contributions$41,390$27,593-$68,983
Depreciation Depletion$68,788--$68,788
Fees for Services Accounting-$45,924-$45,924
Information Technology$31,089$962-$32,051
Advertising$21,477$6,415-$27,892
All Other Expenses$638$22,814-$23,452
Other Expenses$131$12,958-$13,089
Fees for Services Legal-$3,118-$3,118
Conferences and Meetings$1,536$1,113-$2,649
Total Functional Expenses$6,899,156$2,125,200$0$9,024,356
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Owned by Former DirectorBRET ROMNEY, OWNER OF ASCEND STRATEGIES, TOOK A LEAVE OF ABSENCE FROM THE BOARD SO ASCEND STRATEGIES COULD ASSIST WITH WEST MONT'S RE-ORGANIZATION AND STRATEGIC PLANNING.No$6,800
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 35% controlled entity
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The form 990 is prepared by an external accountant and a copy is provided to each board member for review prior to filing.

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

All board members are required to follow the conflict of interest policy as set forth by the organization. Board members are required to review and update a conflict of interest statement annually ensuring they are still in compliance with the policy. If there is a conflict of interest, the affected board member shall disclose the existence of the conflict to the chair, vice-chair, or president and shall withdraw from any discussion or vote on the issue. If there is a disagreement over the existence of a conflict of interest, the affected board member shall make themself available to answer any questions from the remaining board members. The remaining board members shall vote on whether a conflict of interest exists.

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

A sub-committee of the board assembles data relating to performance and compensation issues of the president. The sub-committee meets and makes recommendations to the full board. The board votes on a final compensation package annually or as needed.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
West Mont
EIN
81-0402506
Phone
4064473100
Address
2708 BOZEMAN AVE, HELENA, MT 59601

Signing Officer

Name
David Peretto
Title
Chair
Phone
4064473100
Signed
2022-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Peretto
Formed
1982
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
374
Volunteers
10

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The financial statement oversight process has not changed from the prior year. The organization has a board of directors who approved the budget at the beginning of the fiscal year. The board met many times throughout the year to review the monthly financial statements.

Financial Statement Notes

PART III, LINE 4:

The donor of the artwork hoped the paintings and reproductions would bring joy to the residents of west mont.

PART IV, LINE 2B:

Cash in client trust funds represents cash deposits held by the organization on behalf of its clients.

PART V, LINE 4:

The investment earnings will be used for projects on the farm.

PART X, LINE 2:

The organization is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the organization qualifies for charitable contributions under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation.

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IRS990/Desc0WEST MONT OPERATES A COMBINATION OF 13 LICENSED GROUP HOMES AND APARTMENT RESIDENTIAL SETTINGS LOCATED THROUGHOUT THE HELENA, MONTANA COMMUNITY. DURING FY2022, WE SERVED OVER 200 INDIVIDUALS. IN ADDITION TO TRAINING FOR SELF-HELP SKILLS (PERSONAL CARE, NUTRITION AND MEAL PREPARATION, COMMUNAL LIVING, ETC.), WEST MONT ENCOURAGED ALL CONSUMERS TO PARTICIPATE IN OUR ART CLUB, CHEER SQUAD, SPECIAL OLYMPICS, AND INDIVIDUALLY DESIGNED COMMUNITY-BASED EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING).
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IRS990/GrossSalesOfInventoryAmt0779479
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0962
IRS990/InformationTechnologyGrp/ProgramServicesAmt031089
IRS990/InformationTechnologyGrp/TotalAmt032051
IRS990/InsuranceGrp/ManagementAndGeneralAmt0141475
IRS990/InsuranceGrp/ProgramServicesAmt02887
IRS990/InsuranceGrp/TotalAmt0144362
IRS990/InvestmentIncomeGrp/ExclusionAmt0246
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0246
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0758855
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0218571
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0174539
IRS990/LandBldgEquipCostOrOtherBssAmt0933394
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WEST MONT HAS BEEN PROVIDING SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES SINCE JULY 26, 1984. OUR AGENCY MISSION IS TO PROMOTE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES THROUGH GROWTH AND INDEPENDENCE ACROSS ALL STAGES OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03207015
IRS990/NetAssetsOrFundBalancesEOYAmt03213810
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0567322
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0567322
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03207015
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03213810
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0521636
IRS990/OccupancyGrp/ProgramServicesAmt0165427
IRS990/OccupancyGrp/TotalAmt0687063
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058746
IRS990/OfficeExpensesGrp/ProgramServicesAmt063061
IRS990/OfficeExpensesGrp/TotalAmt0121807
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0178086
IRS990/OtherAssetsTotalGrp/EOYAmt0129335
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt089666
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0437785
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0527451
IRS990/OtherExpensesGrp/Desc0FOOD & HOUSEHOLD
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3EMPLOYEE RECOGNITION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029652
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11557
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2173
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt312958
IRS990/OtherExpensesGrp/ProgramServicesAmt0161584
IRS990/OtherExpensesGrp/ProgramServicesAmt150334
IRS990/OtherExpensesGrp/ProgramServicesAmt217172
IRS990/OtherExpensesGrp/ProgramServicesAmt3131
IRS990/OtherExpensesGrp/TotalAmt0191236
IRS990/OtherExpensesGrp/TotalAmt151891
IRS990/OtherExpensesGrp/TotalAmt217345
IRS990/OtherExpensesGrp/TotalAmt313089
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0980167
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05145882
IRS990/OtherSalariesAndWagesGrp/TotalAmt06126049
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt087530
IRS990/PayrollTaxesGrp/ProgramServicesAmt0480879
IRS990/PayrollTaxesGrp/TotalAmt0568409
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027593
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041390
IRS990/PensionPlanContributionsGrp/TotalAmt068983
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018180
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024047
IRS990/PrincipalOfficerNm0DAVID PERETTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3624310
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOMES & RESIDENT
IRS990/ProgramServiceRevenueGrp/Desc1VOCATIONAL REHABILITAT
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/Desc3SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04859937
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11870833
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21006163
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3726439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04859937
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11870833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21006163
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3726439
IRS990/ProgSrvcAccomActy2Grp/Desc0WEST MONT HAS 3 VOCATIONAL FACILITIES, ONE DAY ACTIVITY (VASTT), AND 5 PASS PROGRAMS, AND PROVIDED SERVICES FOR AN AVERAGE OF 100 CONSUMERS FROM MONDAY THROUGH FRIDAY IN FY2022. TO PROVIDE QUALITY VOCATIONAL SERVICES AND TO GENERATE 3RD PARTY, NON-CONTRACT REVENUE, WEST MONT HAS DEVELOPED SEVERAL OPPORTUNITIES TO GENERATE THIRD-PARTY REVENUE: FLOWER SALES, CHRISTMAS TREES, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, BAGGED ICE, DIRECT MAILING, AND A PETTING ZOO.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01734448
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02438155
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED SERVICES IS WEST MONT'S FASTEST GROWING PROGRAM, PROVIDING ESSENTIAL RESIDENTIAL AND/OR VOCATIONAL SUPPORT TO OVER 80 INDIVIDUALS WITH DISABILITIES. THESE CONSUMERS EITHER LIVE INDEPENDENTLY OR ARE STILL RESIDING WITH FAMILY MEMBERS. SEVERAL HAVE COMMUNITY-BASED JOBS AND CAN USE PUBLIC TRANSPORTATION TO COMMUTE AROUND THE COMMUNITY. SERVICES RANGE FROM JOB COACHING, TEACHING INTERVIEW SKILLS AND WHAT IS APPROPRIATE TO WEAR TO AN INTERVIEW, TO ASSISTANCE WITH MEDICATIONS, MEAL PREPARATION, MEDICAL APPOINTMENTS, AND SOCIALIZATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0716132
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0726439
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01727517
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0743
IRS990/PYOtherExpensesAmt01526502
IRS990/PYOtherRevenueAmt0654024
IRS990/PYProgramServiceRevenueAmt07388030
IRS990/PYRevenuesLessExpensesAmt01359216
IRS990/PYSalariesCompEmpBnftPaidAmt06884596
IRS990/PYTotalExpensesAmt08411098
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09770314
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06795
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05866100
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02349649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02696709
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01727517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0633263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0356678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02739693
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06180
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09242851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08324207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08252824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07933490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07056726
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040810098
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020883
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012794
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014794
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt043549791
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09243062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010051724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08886087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08290168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07078750
IRS990ScheduleA/Total509Grp/TotalAmt043549791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09243308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010051967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08890297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08302172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07097724
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043585468
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt011050
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt00
IRS990ScheduleD/BuildingsGrp/BookValueAmt011804
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05432
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017236
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011107
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0780123
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0678266
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-90750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0627481
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0780123
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158510
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0626882
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0627481

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.93$2.12$2.81$10.7$10.6$0.16
2024Detailed filing. Detailed filing data is available for this year.$5.25$2.59$2.66$10.1$10.4$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.10$2.18$2.92$8.95$9.25$0.30
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.80$3.21$9.03$9.02$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.86$3.21$9.77$8.41$1.36
2020Detailed filing. Detailed filing data is available for this year.$3.88$2.03$1.85$8.66$9.01$0.35
2019Detailed filing. Detailed filing data is available for this year.$3.25$1.05$2.20$8.07$7.79$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.55$1.92$6.90$6.95$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.70$1.97$7.00$8.21$1.21
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.43$3.18$7.49$7.26$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.46$2.92$7.63$6.86$0.77
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.69$2.15$6.77$6.54$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.97$1.92$6.59
2012Summary only. Only limited summary data is available for this year.$3.25$0.49$2.76$6.34$6.37$0.04
2011Summary only. Only limited summary data is available for this year.$3.91$0.45$3.46$6.22$6.16$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.42$3.73$6.06