Civic Intelligence

Western Education Foundation for Resources Inc.

990EZ • Fiscal year 2017 • EIN 81-0423093

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 27, 2018

Organization ProfileWEFR.ORG
PO Box 1700Helena, MT 59624

(406) 443-5541

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-4316%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$46,176

Down $17,264 (-27%) from 2016

Net Assets

Down

$46,176

Down $17,264 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$400

Down $160,100 (-100%) from 2016

Expenses

Down

$17,664

Down $163,795 (-90%) from 2016

Net Income

Up

-$17,264

Up $3,695 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$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

2017

Assets$46,176
Liabilities$0
Net Assets$46,176
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$400
Expenses$17,664
Net Income-$17,264
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 27, 2018
Return Version
2017v2.3
Gross Receipts
$400
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.$400$17,664
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEO BERRYChair-$0--
TODD O'HAIRBoard Member-$0--
JOHN HINESBoard Member-$0--
BILL RYANBoard Member-$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
2018-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
PO BOX 1699, HELENA, MT 59624
Preparer
Meghan Bronec CPA
Phone
4064425520
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: reimbursements. Amount: 1,500. Description: annual report fee. Amount: 20. Description: professional fees. Amount: 605. Description: travel. Amount: 415. Total to form 990-ez, line 16: 2,540.”

Raw XML Appendix145 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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ReturnHeader/ReturnTs02018-09-04T18:10:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,176
Liabilities
$0
Net assets
$46,176
Revenue
$400
Expenses
$17,664
Net income
-$17,264
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