Civic Intelligence

Western Education Foundation

EIN 81-0423093 • 501(c)3 • Helena, MT

Profile

The foundation seeks to enhance public awareness of the economic and social importance of the natural resource industries. The foundation is managed by a board of directors whose members are interested in educating the public and decision-makers about natural resource issues that affect the economic and social well being of montana families and businesses.

PO Box 1700Helena, MT 59624

wefr.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-9.2%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$35,856

Down $3,625 (-9.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$35,856

Down $3,625 (-9.2%) from 2018

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2018

Expenses

Down

$3,625

Down $3,070 (-46%) from 2018

Net Income

Up

-$3,625

Up $3,070 (+46%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2016: $63,440Liabilities 2016: $0Net Assets 2016: $63,4402016Assets 2017: $46,176Liabilities 2017: $0Net Assets 2017: $46,1762017Assets 2018: $39,481Liabilities 2018: $0Net Assets 2018: $39,4812018Assets 2019: $35,856Liabilities 2019: $0Net Assets 2019: $35,8562019

Highlighted filing

2019

Assets$35,856
Liabilities$0
Net Assets$35,856
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2016: $160,500Expenses 2016: $181,459Net Income 2016: -$20,9592016Revenue 2017: $400Expenses 2017: $17,664Net Income 2017: -$17,2642017Revenue 2018: $0Expenses 2018: $6,695Net Income 2018: -$6,6952018Revenue 2019: $0Expenses 2019: $3,625Net Income 2019: -$3,6252019

Highlighted filing

2019

Revenue$0
Expenses$3,625
Net Income-$3,625
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,856
Liabilities
$0
Net assets
$35,856
Revenue
$0
Expenses
$3,625
Net income
-$3,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.00$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.00$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.00$0.18$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.61$1.81$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 22, 2020
Return Version
2019v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

The foundation seeks to enhance public awareness of the economic and social importance of the natural resource industries. The foundation is managed by a board of directors whose members are interested in educating the public and decision-makers about natural resource issues that affect the economic and social well being of montana families and businesses.

Program Services

DescriptionGrantsExpenses
"COAL WORKS FOR ME" PROJECT SEEKS TO EDUCATE MONTANANS ABOUT HOW COAL DEVELOPMENT BENEFITS OUR STATE.$0$3,625
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEO BERRYChair-$0--
JOHN HINESDirector-$0--
BILL RYANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Western Education Foundation
EIN
81-0423093
Phone
4064435541
Address
PO BOX 1700, HELENA, MT 59624

Signing Officer

Name
Leo Berry
Title
Chair
Phone
4064435541
Signed
2020-07-22
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Philip L Yasenak CPA
Phone
4067281800
Raw XML Appendix129 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04064435541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059624
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039481
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035856
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-3625
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03625
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039481
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035856
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN HINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION SEEKS TO ENHANCE PUBLIC AWARENESS OF THE ECONOMIC AND SOCIAL IMPORTANCE OF THE NATURAL RESOURCE INDUSTRIES. THE FOUNDATION IS MANAGED BY A BOARD OF DIRECTORS WHOSE MEMBERS ARE INTERESTED IN EDUCATING THE PUBLIC AND DECISION-MAKERS ABOUT NATURAL RESOURCE ISSUES THAT AFFECT THE ECONOMIC AND SOCIAL WELL BEING OF MONTANA FAMILIES AND BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0"COAL WORKS FOR ME" PROJECT SEEKS TO EDUCATE MONTANANS ABOUT HOW COAL DEVELOPMENT BENEFITS OUR STATE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03625
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03625
IRS990EZ/TotalProgramServiceExpensesAmt03625
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WEFR.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: GENERAL FUNDING FOR PROGRAM DATE: 06/01/16 AMOUNT: 10000. DESCRIPTION: GENERAL FUNDING FOR PROGRAM DATE: 02/04/16 AMOUNT: 50000. DESCRIPTION: GENERAL FUNDING FOR PROGRAM DATE: 02/04/16 AMOUNT: 50000. DESCRIPTION: GENERAL FUNDING FOR PROGRAM DATE: 02/04/16 AMOUNT: 50000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0900
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0900
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0900
IRS990ScheduleA/TotalSupportAmt0900
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEO BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04064435541
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR RESOURCES INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0810423093
ReturnHeader/Filer/PhoneNum04064435541
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1700
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ReturnHeader/Filer/USAddress/ZIPCd059624
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.14.249
ReturnHeader/FilingSecurityInformation/IPDt02020-07-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:54:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 EAST FRONT STREET 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04067281800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP L YASENAK CPA
ReturnHeader/ReturnTs02020-08-07T13:35:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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