Civic Intelligence

Montana History Foundation

990 • Fiscal year 2014 • EIN 81-0435459

Jul 01, 2013 to Jun 30, 2014 • Filed on May 24, 2016

Organization ProfileWWW.MTHISTORY.ORG
1750 N Washington St59601

(406) 449-3770

Siviq Scores

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

Liabilities / Assets

31st percentile

0.06x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.33x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$6,464,454

Up $454,065 (+7.6%) from 2013

Net Assets

Up

$6,089,097

Up $488,200 (+8.7%) from 2013

Liabilities

Down

$375,357

Down $34,135 (-8.3%) from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

$1,153,999

No earlier filing loaded for comparison.

Expenses

Down

$665,799

Down $279,055 (-30%) from 2013

Net Income

$488,200

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,956,531Liabilities 2011: $97,557Net Assets 2011: $4,858,9742011Assets 2012: $5,354,108Liabilities 2012: $355,864Net Assets 2012: $4,998,2442012Assets 2013: $6,010,389Liabilities 2013: $409,492Net Assets 2013: $5,600,8972013Assets 2014: $6,464,454Liabilities 2014: $375,357Net Assets 2014: $6,089,0972014Assets 2015: $6,827,472Liabilities 2015: $384,558Net Assets 2015: $6,442,9142015Assets 2016: $6,731,162Liabilities 2016: $347,065Net Assets 2016: $6,384,0972016Assets 2017: $7,053,471Liabilities 2017: $287,223Net Assets 2017: $6,766,2482017Assets 2018: $6,841,770Liabilities 2018: $431,116Net Assets 2018: $6,410,6542018Assets 2019: $7,177,001Liabilities 2019: $481,339Net Assets 2019: $6,695,6622019Assets 2020: $7,736,805Liabilities 2020: $560,642Net Assets 2020: $7,176,1632020Assets 2021: $9,109,325Liabilities 2021: $578,754Net Assets 2021: $8,530,5712021Assets 2022: $8,725,083Liabilities 2022: $561,244Net Assets 2022: $8,163,8392022Assets 2023: $9,398,884Liabilities 2023: $638,633Net Assets 2023: $8,760,2512023Assets 2024: $9,546,645Liabilities 2024: $655,175Net Assets 2024: $8,891,4702024Assets 2025: $10,059,853Liabilities 2025: $607,312Net Assets 2025: $9,452,5412025

Highlighted filing

2014

Assets$6,464,454
Liabilities$375,357
Net Assets$6,089,097
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $491,3972011Expenses 2012: $647,0842012Expenses 2013: $944,8542013Revenue 2014: $1,153,999Expenses 2014: $665,799Net Income 2014: $488,2002014Revenue 2015: $955,026Expenses 2015: $601,209Net Income 2015: $353,8172015Revenue 2016: $665,870Expenses 2016: $669,776Net Income 2016: -$3,9062016Revenue 2017: $1,309,571Expenses 2017: $1,113,859Net Income 2017: $195,7122017Revenue 2018: $1,159,256Expenses 2018: $1,606,520Net Income 2018: -$447,2642018Revenue 2019: $952,744Expenses 2019: $759,421Net Income 2019: $193,3232019Revenue 2020: $1,299,183Expenses 2020: $809,982Net Income 2020: $489,2012020Revenue 2021: $1,170,117Expenses 2021: $753,187Net Income 2021: $416,9302021Revenue 2022: $1,655,465Expenses 2022: $1,005,857Net Income 2022: $649,6082022Revenue 2023: $1,576,959Expenses 2023: $1,436,158Net Income 2023: $140,8012023Revenue 2024: $1,572,915Expenses 2024: $2,108,316Net Income 2024: -$535,4012024Revenue 2025: $991,871Expenses 2025: $990,435Net Income 2025: $1,4362025

Highlighted filing

2014

Revenue$1,153,999
Expenses$665,799
Net Income$488,200
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 24, 2016
Return Version
2013v4.0
Gross Receipts
$1,411,927
Mission and Program Overview

Mission

Provide development and advisory leadership for organizations dedicated to the preservation of montana's history and culture.

Provides development and advisory leadership for organizations dedicated to the preservation of montana's history and culture

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,523,196$3,401,521▲ $878,325
Land, Buildings, and Equipment, Net$1,773,617$1,747,388▼ $26,229
Savings and Temporary Cash Investments$780,616$513,339▼ $267,277
Inventories for Sale or Use$61,006$94,720▲ $33,714
Other Notes and Loans Receivable, Net$29,000$54,752▲ $25,752
Pledges and Grants Receivable$126,735$40,235▼ $86,500
Accounts Receivable$131,363$8,750▼ $122,613
Prepaid Expenses and Deferred Charges$1,727$2,878▲ $1,151
Total Assets$6,010,389$6,464,454▲ $454,065
Other Assets Total$583,129$600,871▲ $17,742
Liabilities
Other Liabilities$343,072$320,209▼ $22,863
Deferred Revenue$48,847$36,636▼ $12,211
Accounts Payable and Accrued Expenses$17,573$18,512▲ $939
Total Liabilities$409,492$375,357▼ $34,135
Net Assets / Fund Balance
Unrestricted Net Assets$2,239,796$2,613,243▲ $373,447
Permanently Rstr Net Assets$2,189,981$2,192,571▲ $2,590
Temporarily Rstr Net Assets$1,171,120$1,283,283▲ $112,163
Total Net Assets Fund Balance$5,600,897$6,089,097▲ $488,200
Total Liabilities and Net Assets / Fund Balance$6,010,389$6,464,454▲ $454,065

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,563,058$846,273-
Land$157,000--
Equipment$27,330$29,612-
Other Assets Org$169,948--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,189,981$205-$-2,385$2,192,571
2012$2,109,056$80,925--$2,189,981
2011$2,000,292$108,764--$2,109,056
2010$1,797,626$202,666--$2,000,292
2009$1,647,723$149,903--$1,797,626
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Bruce ParkerChairman
Christopher K WardenVice Chairman
Bill JonesDirector
Debby McclenahanDirector
Elizabeth GibsonDirector
Emily HibbardDirector
Helena MaclayDirector
Kendall WheelerDirector
Penelope WilsonDirector
Robin Wheeler AzquetaDirector
Rockwood BrownDirector
Sidney ArmstrongDirector
Thomas E Donnelley IiDirector
Tom LundDirector
Monty LeshSecretary
Nancy NicholsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$237,228
Program Service Revenue
$0
Investment Income
$76,393
Other Revenue
$840,378
All Other Contributions
$237,228
Change in Net Assets
$488,200

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Works of Art2$35,000Fair Market Value (FMV)
Total Noncash Contributions2$35,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,225,216
Revenue Not Reported on Financial Statements
$-71,217
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-71,217
Total Revenue per Audited Statements
$1,225,216
Total Revenue per Form 990
$1,153,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$278,386
Salaries, Compensation, and Employee Benefits$218,690
Other Expenses$168,723
Total Fundraising Expense$56,468
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$278,386--$278,386
Other Salaries and Wages$69,677$10,278$22,873$102,828
Current Officers, Directors, Trustees, and Key Employees$44,152$36,432$17,661$98,245
Fees for Services Other$28,349$28,349-$56,698
Depreciation Depletion$20,401$8,848$3,165$32,414
Office Expenses$18,242$7,911$2,830$28,983
Payroll Taxes$9,933$5,692$1,490$17,115
Fees for Services Accounting-$12,500-$12,500
Fees for Service Investment Mgmnt Fees-$8,869-$8,869
Advertising--$8,076$8,076
Travel$2,404$1,042$373$3,819
Other Expenses-$1,171-$1,171
All Other Expenses-$1,080-$1,080
Other Employee Benefits$502--$502
Total Functional Expenses$472,046$137,285$56,468$665,799

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$737,016
Expenses per Audited Statements$665,799
Total Expenses per Form 990$665,799
Expenses Not Reported on Form 990$71,217
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--GovernmemtSuppoprt Projects of the Montana Heritage Commission$38,441
--GovernmemtSUPPORT WOMEN'S HISTORY MURAL$24,852
--501(c)6Virginia City 150th Anniversary Celebration$9,209
--GovernmemtSupport Projects of the Montana Historical Society$8,582
--501(c)7Preserve Historical Structure$0
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
Planned Gift Liabilities$320,209
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Director robin wheeler azqueta is the daughter of director kendall wheeler.”

Form 990, Part VI, Section B, Line 11

“The form 990 was provided to the members of the governing body whose questions were reviewed and answered by email. After all questions were answered the board approved the form 990 for filing.”

Form 990, Part VI, Section B, Line 12C

“All officers, directors, and key employees are required to read, sign and return to the foundation the conflict of interst statement annually. Each board and committee meeting begins with a conflict of interest disclosure announcement during roll call.”

Form 990, Part VI, Section B, Line 15

“The executive committee reviews the president/ceo's performance and compensation annually and presents a recommendation to the full governing body for approval as part of the annual budgeting process.”

Form 990, Part VI, Section C, Line 18

“The foundation's forms 1023, 990, and 990t, if applicable, are made available to the general public during normal business hours”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, conflict of interest policy and financial statements are made available to the public upon request during normal business hours”

Filing and Contact Details

Filer

EIN
81-0435459
Phone
4064493770

Signing Officer

Name
Charlene Porsild
Title
President/CEO
Phone
4064493770
Signed
2016-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlene Porsild
Formed
1985
Legal Domicile
Mt
Voting Board Members
16
Independent Board Members
16
Employees
6
Volunteers
0

Preparer

Preparer
Melissa H Soldano
Phone
4067614645
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The procedure for reviewing the audit has not changed from prior years.”

Form 990, Part IX

“Columns a, b c and d were amended to correctly allocate costs between program services and management and general for the following: lines 5, 7, 10, 11g, 13, 17 and 22.”

Financial Statement Notes

PART III, LINE 4:

“Postcard collection used to preserve and promote the history of the state of montana, oil and gas leases and brone casting rights”

PART V, LINE 4:

“The earnings are used to preserve and promote the history of the state of montana.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scriver center expense netted against rental income on form 990 -71,217.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Scriver center expense netted against rental income on form 990 71,217.”

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IRS990/OfficeExpensesGrp/ProgramServicesAmt018242
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IRS990/OfficerMailingAddressInd00
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc2PRINTING
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15349
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31171
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IRS990/OtherExpensesGrp/TotalAmt21576
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt088141
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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,464,454
Liabilities
$375,357
Net assets
$6,089,097
Revenue
$1,153,999
Expenses
$665,799
Net income
$488,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.1$0.61$9.45$0.99$0.99$0.00
2024Detailed filing. Detailed filing data is available for this year.$9.55$0.66$8.89$1.57$2.11$0.54
2023Detailed filing. Detailed filing data is available for this year.$9.40$0.64$8.76$1.58$1.44$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.73$0.56$8.16$1.66$1.01$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.11$0.58$8.53$1.17$0.75$0.42
2020Detailed filing. Detailed filing data is available for this year.$7.74$0.56$7.18$1.30$0.81$0.49
2019Detailed filing. Detailed filing data is available for this year.$7.18$0.48$6.70$0.95$0.76$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.43$6.41$1.16$1.61$0.45
2017Detailed filing. Detailed filing data is available for this year.$7.05$0.29$6.77$1.31$1.11$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.35$6.38$0.67$0.67$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.83$0.38$6.44$0.96$0.60$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.46$0.38$6.09$1.15$0.67$0.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$0.41$5.60$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$0.36$5.00$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.10$4.86$0.49
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $5M-$10M nonprofits