Civic Intelligence

West Mont

990 • Fiscal year 2024 • EIN 81-0402506

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 15, 2025

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

76th percentile

0.49x

Higher debt load relative to assets than 76% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.26x

Higher debt load relative to revenue than 53% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

29th percentile

-2.6%

Higher net margin than 29% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$130,906

Higher top officer pay than 30% of similar nonprofits.

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

42nd percentile

2.8%

Faster asset growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,247,347

Up $144,793 (+2.8%) from 2023

Net Assets

Down

$2,656,396

Down $261,554 (-9.0%) from 2023

Liabilities

Up

$2,590,951

Up $406,347 (+19%) from 2023

Revenue

Up

$10,125,129

Up $1,170,266 (+13%) from 2023

Expenses

Up

$10,386,683

Up $1,135,960 (+12%) from 2023

Net Income

Up

-$261,554

Up $34,306 (+12%) from 2023

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

2024

Assets$5,247,347
Liabilities$2,590,951
Net Assets$2,656,396

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

2024

Revenue$10,125,129
Expenses$10,386,683
Net Income-$261,554
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$10,370,869
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$2,501,845$1,501,004▼ $1,000,841
Accounts Receivable$775,966$1,331,536▲ $555,570
Land, Buildings, and Equipment, Net$179,603$434,256▲ $254,653
Prepaid Expenses and Deferred Charges$20,357$32,045▲ $11,688
Cash and Non-Interest-Bearing Accounts$25,363$26,396▲ $1,033
Total Assets$5,102,554$5,247,347▲ $144,793
Other Assets Total$1,599,420$1,922,110▲ $322,690
Liabilities
Other Liabilities$1,474,567$1,843,468▲ $368,901
Accounts Payable and Accrued Expenses$583,984$666,841▲ $82,857
Escrow Account Liability$126,053$80,642▼ $45,411
Total Liabilities$2,184,604$2,590,951▲ $406,347
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,917,950$2,656,396▼ $261,554
Total Net Assets Fund Balance$2,917,950$2,656,396▼ $261,554
Total Liabilities and Net Assets / Fund Balance$5,102,554$5,247,347▲ $144,793

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$405,052$620,299$1,025,351
Equipment$19,106$140,871$159,977
Buildings$10,098$7,138$17,236
Other Assets Org$1,841,468--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$755,255-▲ $95,361-$844,399
2022$678,266-▲ $61,452-$735,386
2021$780,123-▼ $90,750-$678,266
2020$627,481-▲ $158,510-$780,123
2019$626,882-▲ $599-$627,481
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashleigh HeimbachPresident (thru Mar 2024)FT$115,759$15,147$130,906
Gia BradleyVP Admin & FinanceFT$86,027$16,448$102,475

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
BuildproConstruction479 LINCOLN RD WEST, Helena, MT 59602$150,756
Revenue and Support

Revenue Composition

Contributions and Grants
$165,442
Program Service Revenue
$9,464,230
Investment Income
$35,753
Other Revenue
$459,704
All Other Contributions
$4,509
Change in Net Assets
$-261,554

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles2$147,924Fair Market Value (FMV)
Total Noncash Contributions2$147,924-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,738,359
Other Expenses$1,648,324
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,962,215$1,251,732-$7,213,947
Payroll Taxes$586,645$121,145-$707,790
Occupancy$148,784$396,807-$545,591
Other Employee Benefits$427,454$103,996-$531,450
Insurance$4,360$213,639-$217,999
Current Officers, Directors, Trustees, and Key Employees$207,253$7,148-$214,401
Office Expenses$56,190$60,131-$116,321
Fees for Services Other$28,281$63,626-$91,907
Travel$83,810$1,884-$85,694
Pension Plan Contributions$27,729$43,042-$70,771
Information Technology$61,925$1,915-$63,840
Depreciation Depletion$63,670--$63,670
Fees for Services Accounting-$46,243-$46,243
All Other Expenses$16,963$23,139-$40,102
Other Expenses$15,898$1,620-$17,518
Advertising$10,416$3,111-$13,527
Fees for Services Legal-$11,611-$11,611
Conferences and Meetings-$3,858-$3,858
Total Functional Expenses$8,004,854$2,381,829$0$10,386,683
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Obligation$1,841,468
Rental Deposits$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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
2025-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Peretto
Formed
1982
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
361
Volunteers
6

Preparer

Firm
Wipfli Llp
Address
105 E PINE ST UPPER FLOOR, 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 organization has a policy of spending only the accumulated earnings on the endowment. The earnings will be used for the farm expansion project.

PART V, LINE 1A:

The beginning balance has been adjusted to include permanently restricted funds that were inadvertently omitted in prior years.

Raw XML AppendixShowing 400 of 582 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.

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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 FY2024, 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, FIELD DAY OLYMPICS, NORDIC SKI DAY, AND INDIVIDUALLY DESIGNED COMMUNITY-BASED EVENTS (MOVIES, CONCERTS, BOWLING, VOLUNTEERING).
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IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT (THRU MAR 2024)
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0768308
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0179603
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0434256
IRS990/LandBldgEquipCostOrOtherBssAmt01202564
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0133819
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/NetAssetsOrFundBalancesBOYAmt02917950
IRS990/NetAssetsOrFundBalancesEOYAmt02656396
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01964
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01964
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0459704
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0459704
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02917950
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02656396
IRS990/NoncashContributionsAmt0147924
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0396807
IRS990/OccupancyGrp/ProgramServicesAmt0148784
IRS990/OccupancyGrp/TotalAmt0545591
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt060131
IRS990/OfficeExpensesGrp/ProgramServicesAmt056190
IRS990/OfficeExpensesGrp/TotalAmt0116321
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01599420
IRS990/OtherAssetsTotalGrp/EOYAmt01922110
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0103996
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0427454
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0531450
IRS990/OtherExpensesGrp/Desc0FOOD & HOUSEHOLD
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2EMPLOYEE RECOGNITION
IRS990/OtherExpensesGrp/Desc3EDUCATION & TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05395
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11203
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220584
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31620
IRS990/OtherExpensesGrp/ProgramServicesAmt0264365
IRS990/OtherExpensesGrp/ProgramServicesAmt138896
IRS990/OtherExpensesGrp/ProgramServicesAmt215898
IRS990/OtherExpensesGrp/TotalAmt0269760
IRS990/OtherExpensesGrp/TotalAmt140099
IRS990/OtherExpensesGrp/TotalAmt220584
IRS990/OtherExpensesGrp/TotalAmt317518
IRS990/OtherLiabilitiesGrp/BOYAmt01474567
IRS990/OtherLiabilitiesGrp/EOYAmt01843468
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01251732
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05962215
IRS990/OtherSalariesAndWagesGrp/TotalAmt07213947
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0121145
IRS990/PayrollTaxesGrp/ProgramServicesAmt0586645
IRS990/PayrollTaxesGrp/TotalAmt0707790
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt043042
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027729
IRS990/PensionPlanContributionsGrp/TotalAmt070771
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020357
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032045
IRS990/PrincipalOfficerNm0DAVID PERETTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624310
IRS990/ProgramServiceRevenueGrp/BusinessCd2624310
IRS990/ProgramServiceRevenueGrp/BusinessCd3624310
IRS990/ProgramServiceRevenueGrp/Desc0GROUP HOMES & RESIDENTIAL APARTME
IRS990/ProgramServiceRevenueGrp/Desc1VOCATIONAL REHABILITATION
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06129668
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12344999
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2969817
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt319746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06129668
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12344999
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2969817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt319746
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 FY2024. 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, GREENHOUSE TOMATOES, PUMPKINS, BEDDING PLANTS, FARMER'S MARKET, SHREDDING, JANITORIAL CREW, DIRECT MAILING, AND A PETTING ZOO.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02012420
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02804703
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/ExpenseAmt0830904
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0969817
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt071795
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026239
IRS990/PYOtherExpensesAmt01796833
IRS990/PYOtherRevenueAmt0506914
IRS990/PYProgramServiceRevenueAmt08349915
IRS990/PYRevenuesLessExpensesAmt0-295860
IRS990/PYSalariesCompEmpBnftPaidAmt07453890
IRS990/PYTotalExpensesAmt09250723
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08954863
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-261554
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06149414
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02501845
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01501004
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0165442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt071795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01727517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0633263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02598228
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015232
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0246
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04210
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt053720
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010035855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08986227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09242851
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08324207
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08252824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044841964
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0246
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt053720
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt047440192
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010201297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09058022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt09243062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010051724
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08886087
IRS990ScheduleA/Total509Grp/TotalAmt047440192
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010235086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09073254
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09243308
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010051967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08890297
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047493912
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/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt011050
IRS990ScheduleD/BuildingsGrp/BookValueAmt010098
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07138
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt017236
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06217
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0755255
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0844399
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt095361
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0678266
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0735386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0780123
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0678266
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-90750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0627481

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