Civic Intelligence

Western Education Foundation for Resources Inc.

990EZ • Fiscal year 2018 • EIN 81-0423093

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 04, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$39,481

Down $6,695 (-14%) from 2017

Net Assets

Down

$39,481

Down $6,695 (-14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $400 (-100%) from 2017

Expenses

Down

$6,695

Down $10,969 (-62%) from 2017

Net Income

Up

-$6,695

Up $10,569 (+61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2018

Assets$39,481
Liabilities$0
Net Assets$39,481
Open 2018 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

2018

Revenue$0
Expenses$6,695
Net Income-$6,695
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 4, 2019
Return Version
2018v3.1
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$6,695
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
2019-06-04
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: 325. Total to form 990-ez, line 16: 1,845.”

Raw XML Appendix143 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04064435541
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HELENA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN HINES
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0500
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REIMBURSEMENTS. AMOUNT: 1,500. DESCRIPTION: ANNUAL REPORT FEE. AMOUNT: 20. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 325. TOTAL TO FORM 990-EZ, LINE 16: 1,845.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064425520
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGHAN BRONEC CPA
ReturnHeader/ReturnTs02019-06-06T17:46:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,481
Liabilities
$0
Net assets
$39,481
Revenue
$0
Expenses
$6,695
Net income
-$6,695
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