Civic Intelligence

Flathead Association for Catholic Education

990PF • Fiscal year 2023 • EIN 81-0409972

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

PO Box 8862Kalispell, MT 59904

(406) 752-1040

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

32nd percentile

-6.5%

Higher net margin than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,066,003

Down $16,945 (-1.6%) from 2022

Net Assets

Down

$1,066,003

Down $16,945 (-1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$259,006

Up $34,111 (+15%) from 2022

Expenses

Down

$275,951

Down $48,176 (-15%) from 2022

Net Income

Up

-$16,945

Up $82,287 (+83%) from 2022

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 2010: $985,601Liabilities 2010: $0Net Assets 2010: $985,6012010Assets 2011: $983,041Liabilities 2011: $0Net Assets 2011: $983,0412011Assets 2012: $967,156Liabilities 2012: $0Net Assets 2012: $967,1562012Assets 2013: $999,534Liabilities 2013: $0Net Assets 2013: $999,5342013Assets 2014: $968,226Liabilities 2014: $0Net Assets 2014: $968,2262014Assets 2015: $960,771Liabilities 2015: $0Net Assets 2015: $960,7712015Assets 2016: $974,777Liabilities 2016: $0Net Assets 2016: $974,7772016Assets 2017: $1,029,673Liabilities 2017: $0Net Assets 2017: $1,029,6732017Assets 2018: $1,036,148Liabilities 2018: $0Net Assets 2018: $1,036,1482018Assets 2019: $999,701Liabilities 2019: $0Net Assets 2019: $999,7012019Assets 2020: $962,814Liabilities 2020: $0Net Assets 2020: $962,8142020Assets 2021: $1,182,180Liabilities 2021: $0Net Assets 2021: $1,182,1802021Assets 2022: $1,082,948Liabilities 2022: $0Net Assets 2022: $1,082,9482022Assets 2023: $1,066,003Liabilities 2023: $0Net Assets 2023: $1,066,0032023Assets 2024: $1,210,777Liabilities 2024: $0Net Assets 2024: $1,210,7772024

Highlighted filing

2023

Assets$1,066,003
Liabilities$0
Net Assets$1,066,003

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $153,1862010Expenses 2011: $194,2712011Expenses 2012: $186,4502012Revenue 2013: $269,252Expenses 2013: $236,874Net Income 2013: $32,3782013Revenue 2014: $176,662Expenses 2014: $207,970Net Income 2014: -$31,3082014Revenue 2015: $160,130Expenses 2015: $167,585Net Income 2015: -$7,4552015Revenue 2016: $192,956Expenses 2016: $178,950Net Income 2016: $14,0062016Revenue 2017: $258,115Expenses 2017: $203,219Net Income 2017: $54,8962017Revenue 2018: $180,040Expenses 2018: $173,565Net Income 2018: $6,4752018Revenue 2019: $212,813Expenses 2019: $249,260Net Income 2019: -$36,4472019Revenue 2020: $153,812Expenses 2020: $190,699Net Income 2020: -$36,8872020Revenue 2021: $348,459Expenses 2021: $129,093Net Income 2021: $219,3662021Revenue 2022: $224,895Expenses 2022: $324,127Net Income 2022: -$99,2322022Revenue 2023: $259,006Expenses 2023: $275,951Net Income 2023: -$16,9452023Revenue 2024: $435,772Expenses 2024: $290,998Net Income 2024: $144,7742024

Highlighted filing

2023

Revenue$259,006
Expenses$275,951
Net Income-$16,945
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HERGESHEIMERPresident & TreasurerPT$0--
JULIE HEATONDirectorPT$0--
LAURA MIRCHDirectorPT$0--
ANNA ROBBINSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Flathead Association for Catholic
EIN
81-0409972
Phone
4067521040
Address
PO BOX 8862, KALISPELL, MT 59904

Signing Officer

Name
David Hergesheimer
Title
Treasurer
Phone
4067521040
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Jordahl & Sliter Pllc
Address
PO BOX 8600, KALISPELL, MT 59904-1600
Preparer
David C Hergesheimer
Phone
4067521040
Raw XML Appendix314 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.

Path#Value
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01047550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027356
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt041828
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16945
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048299
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0570
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0439
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0570
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0989607
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014844
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID HERGESHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE HEATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LAURA MIRCH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0184254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CATHOLIC EDUCATION OF CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST MATTHEWS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0602 SOUTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KALISPELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0184254
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048299
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0199488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0134968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt082334
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt082334
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0584324
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0135955
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0199488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0134968
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0184254
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0135955
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0666658
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0530703
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FUNDRAISING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010072
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1176
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt330
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010072
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt281419
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt330
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0212047
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0212047
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HERGESHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04067521040
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLATHEAD ASSOCIATION FOR CATHOLIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0FLAT
ReturnHeader/Filer/EIN0810409972
ReturnHeader/Filer/PhoneNum04067521040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8862
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810497523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JORDAHL & SLITER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0599041600
ReturnHeader/PreparerPersonGrp/PhoneNum04067521040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C HERGESHEIMER
ReturnHeader/ReturnTs02024-11-13T14:59:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.44$0.29$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.26$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.22$0.32$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.35$0.13$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.15$0.19$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.21$0.25$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.18$0.17$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.26$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.19$0.18$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.18$0.21$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.27$0.24$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.19
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.19
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.15