Civic Intelligence

Northwest Montana Historical Society Inc.

990EZ • Fiscal year 2015 • EIN 81-0439232

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

124 Second Avenue EastKalispell, MT 59901

(406) 756-8381

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$262,903

Down $20,271 (-7.2%) from 2014

Net Assets

Down

$260,830

Down $20,275 (-7.2%) from 2014

Liabilities

Up

$2,073

Up $4 (+0.2%) from 2014

Revenue

Down

$104,599

Down $75,804 (-42%) from 2014

Expenses

Down

$123,811

Down $8,431 (-6.4%) from 2014

Net Income

Down

-$19,212

Down $67,373 (-140%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $252,545Liabilities 2011: $1,215Net Assets 2011: $251,3302011Assets 2012: $236,413Liabilities 2012: $1,962Net Assets 2012: $234,4512012Assets 2013: $237,022Liabilities 2013: $1,875Net Assets 2013: $235,1472013Assets 2014: $283,174Liabilities 2014: $2,069Net Assets 2014: $281,1052014Assets 2015: $262,903Liabilities 2015: $2,073Net Assets 2015: $260,8302015Assets 2016: $323,047Liabilities 2016: $2,507Net Assets 2016: $320,5402016Assets 2017: $356,126Liabilities 2017: $2,668Net Assets 2017: $353,4582017Assets 2018: $371,710Liabilities 2018: $2,282Net Assets 2018: $369,4282018Assets 2019: $474,789Liabilities 2019: $2,658Net Assets 2019: $472,1312019Assets 2020: $522,062Liabilities 2020: $3,078Net Assets 2020: $518,9842020Assets 2021: $599,968Liabilities 2021: $3,329Net Assets 2021: $596,6392021Assets 2022: $630,330Liabilities 2022: $779Net Assets 2022: $629,5512022Assets 2023: $654,721Liabilities 2023: $2,014Net Assets 2023: $652,7072023Assets 2024: $757,719Liabilities 2024: $2,797Net Assets 2024: $754,9222024

Highlighted filing

2015

Assets$262,903
Liabilities$2,073
Net Assets$260,830

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $126,975Expenses 2011: $129,334Net Income 2011: -$2,3592011Revenue 2012: $93,964Expenses 2012: $110,843Net Income 2012: -$16,8792012Revenue 2013: $148,678Expenses 2013: $143,664Net Income 2013: $5,0142013Revenue 2014: $180,403Expenses 2014: $132,242Net Income 2014: $48,1612014Revenue 2015: $104,599Expenses 2015: $123,811Net Income 2015: -$19,2122015Revenue 2016: $191,906Expenses 2016: $140,730Net Income 2016: $51,1762016Revenue 2017: $180,777Expenses 2017: $153,648Net Income 2017: $27,1292017Revenue 2018: $151,584Expenses 2018: $138,176Net Income 2018: $13,4082018Revenue 2019: $233,407Expenses 2019: $143,832Net Income 2019: $89,5752019Revenue 2020: $213,162Expenses 2020: $170,894Net Income 2020: $42,2682020Revenue 2021: $204,274Expenses 2021: $153,416Net Income 2021: $50,8582021Revenue 2022: $224,706Expenses 2022: $171,473Net Income 2022: $53,2332022Revenue 2023: $227,235Expenses 2023: $200,108Net Income 2023: $27,1272023Revenue 2024: $293,935Expenses 2024: $191,032Net Income 2024: $102,9032024

Highlighted filing

2015

Revenue$104,599
Expenses$123,811
Net Income-$19,212
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$118,645
Mission and Program Overview

Mission

The northwest montana historical society is dedicated to the cultural and educational enrichment of the community through acquisition, preservation, and display of material related to local history, and to the involvement of the public of museum programs through research, community events, and volunteer opportunities.

Historical preservation; exhibits of regional interest, including the linderman exhibit history of the flathead valley exhibit, indians of montana exhibit, george ostrom exhibit, and timber gallery exhibit.

Program Services

DescriptionGrantsExpenses
EXHIBITIONS AND DISPLAYS IMPROVED AND EXPANDED: FLATHEAD HISTORY EXHIBITION IMPROVED. OTHER EXHIBITS MODIFIED TO INCLUDE NEW ITEMS OBTAINED OVER PAST YEAR.-$5,122
COMBINED MUSEUM USE AS COMMUNITY GATHERING PLACE WITH OVER 200 EVENTS ATTENDED BY IN EXCESS OF 19,000 VISTORS AND TOUR-GOERS. ADDITIONALLY, MORE THAN 2,000 LOCAL STUDENTS BENEFITTED FROM FREE SCHOOL TOURS OF THE MUSEUM.--
ON-GOING MUSEUM PROGRAMS INCLUDED 15TH ANNUAL JOHN WHITE LECTURE SERIES, HISTORY BOOK CLUB, HISTORIC FILM CLUB, 1895 CLASSROOM EXPERIENCE FOR THIRD GRADERS, NATIVE PLANTS GARDEN, ORAL HISTORY PROJECT, TRADITIONAL QUILTING WORKSHOP, TASTE OF KALISPELL, AND NUMEROUS ADDITIONAL PROGRAMS AND EVENTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GIL JORDANExec. Direct-$0--
KIMBERLY PINTEROffice Manag-$0--
GERRI SAVORYAdmin. Assis-$0--
JIM HOLLENSTEINERDirector-$0--
JANE RENFROWDirector-$0--
RICHARD SIDERIUSPast Preside-$0--
LAURIE HAPPPresident-$0--
KIMBERLY MOREVice-Preside-$0--
RON HOYEDirector-$0--
MARGARET LEKANDERTreasurer-$0--
DUANE LARSONDirector-$0--
ELAINE GRABERDirector-$0--
JIM ATKINSONSecretary-$0--
MARK HENSLEYDirector-$0--
SALLY HASH-SAVAGEDirector-$0--
PATRICK JENTZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Northwest Montana
EIN
81-0439232
Phone
4067568381
Address
124 SECOND AVENUE EAST, KALISPELL, MT 59901

Signing Officer

Name
Gil Jordan
Title
Exec. Director
Phone
4067568381
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Wynne Consulting & Tax Pc
Address
PO BOX 9980, KALISPELL, MT 59904-2980
Preparer
Thomas J Wynne
Phone
4067521435
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Memorials 7,223 honor roll 5,000 photo reproduction/research 1,255 miscellaneous 664 total 14,142

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 2,148 office operating expenses 3,106 postage/shipping 2,028 bank charges 39 insurance 5,446 event expenses 196 memberships/dues 805 newsletter costs (print) 3,604 licenses 250 exhibits/temporary 195 merchant credit card fees 830 photo & research expense 369 acquisitions/collections 758 non-investment depreciation 1,769 total 21,543

Form 990-ez, Part I, Line 20

Unrealized losses on investments -1,063 rounding -1

Form 990-ez, Part II, Line 24

Inventories for sale or use 39,642 33,352 equipment (net of depreciation) 159,422 183,381 less accumulated depreciation 41,871 43,640 total 157,193 173,093

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,068 2,073

Form 990-ez, Part III

Historical preservation; exhibits of regional interest, including the linderman exhibit history of the flathead valley exhibit, indians of montana exhibit, george ostrom exhibit, and timber gallery exhibit.

Form 990-ez, Part III, Line 29

Combined museum use as community gathering place with over 200 events attended by in excess of 19,000 vistors and tour-goers. Additionally, more than 2,000 local students benefitted from free school tours of the museum.

Form 990-ez, Part III, Line 30

On-going museum programs included 15th annual john white lecture series, history book club, historic film club, 1895 classroom experience for third graders, native plants garden, oral history project, traditional quilting workshop, taste of kalispell, and numerous additional programs and events.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ON-GOING MUSEUM PROGRAMS INCLUDED 15TH ANNUAL JOHN WHITE LECTURE SERIES, HISTORY BOOK CLUB, HISTORIC FILM CLUB, 1895 CLASSROOM EXPERIENCE FOR THIRD GRADERS, NATIVE PLANTS GARDEN, ORAL HISTORY PROJECT, TRADITIONAL QUILTING WORKSHOP, TASTE OF KALISPELL, AND NUMEROUS ADDITIONAL PROGRAMS AND EVENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMORIALS 7,223 HONOR ROLL 5,000 PHOTO REPRODUCTION/RESEARCH 1,255 MISCELLANEOUS 664 TOTAL 14,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 2,148 OFFICE OPERATING EXPENSES 3,106 POSTAGE/SHIPPING 2,028 BANK CHARGES 39 INSURANCE 5,446 EVENT EXPENSES 196 MEMBERSHIPS/DUES 805 NEWSLETTER COSTS (PRINT) 3,604 LICENSES 250 EXHIBITS/TEMPORARY 195 MERCHANT CREDIT CARD FEES 830 PHOTO & RESEARCH EXPENSE 369 ACQUISITIONS/COLLECTIONS 758 NON-INVESTMENT DEPRECIATION 1,769 TOTAL 21,543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSSES ON INVESTMENTS -1,063 ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 39,642 33,352 EQUIPMENT (NET OF DEPRECIATION) 159,422 183,381 LESS ACCUMULATED DEPRECIATION 41,871 43,640 TOTAL 157,193 173,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,068 2,073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HISTORICAL PRESERVATION; EXHIBITS OF REGIONAL INTEREST, INCLUDING THE LINDERMAN EXHIBIT HISTORY OF THE FLATHEAD VALLEY EXHIBIT, INDIANS OF MONTANA EXHIBIT, GEORGE OSTROM EXHIBIT, AND TIMBER GALLERY EXHIBIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMBINED MUSEUM USE AS COMMUNITY GATHERING PLACE WITH OVER 200 EVENTS ATTENDED BY IN EXCESS OF 19,000 VISTORS AND TOUR-GOERS. ADDITIONALLY, MORE THAN 2,000 LOCAL STUDENTS BENEFITTED FROM FREE SCHOOL TOURS OF THE MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ON-GOING MUSEUM PROGRAMS INCLUDED 15TH ANNUAL JOHN WHITE LECTURE SERIES, HISTORY BOOK CLUB, HISTORIC FILM CLUB, 1895 CLASSROOM EXPERIENCE FOR THIRD GRADERS, NATIVE PLANTS GARDEN, ORAL HISTORY PROJECT, TRADITIONAL QUILTING WORKSHOP, TASTE OF KALISPELL, AND NUMEROUS ADDITIONAL PROGRAMS AND EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GIL JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04067568381
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWEST MONTANA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0810439232
ReturnHeader/Filer/PhoneNum04067568381
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 SECOND AVENUE EAST
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810447388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WYNNE CONSULTING & TAX PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 9980
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0599042980
ReturnHeader/PreparerPersonGrp/PhoneNum04067521435
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J WYNNE
ReturnHeader/ReturnTs02016-11-14T14:19:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.58$0.03$7.55$2.94$1.91$1.03
2023Detailed filing. Detailed filing data is available for this year.$6.55$0.02$6.53$2.27$2.00$0.27
2022Detailed filing. Detailed filing data is available for this year.$6.30$0.01$6.30$2.25$1.71$0.53
2021Detailed filing. Detailed filing data is available for this year.$6.00$0.03$5.97$2.04$1.53$0.51
2020Detailed filing. Detailed filing data is available for this year.$5.22$0.03$5.19$2.13$1.71$0.42
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.03$4.72$2.33$1.44$0.90
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.02$3.69$1.52$1.38$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.56$0.03$3.53$1.81$1.54$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.03$3.21$1.92$1.41$0.51
2015Detailed filing. Detailed filing data is available for this year.$2.63$0.02$2.61$1.05$1.24$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.02$2.81$1.80$1.32$0.48
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.02$2.35$1.49$1.44$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.02$2.34$0.94$1.11$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.01$2.51$1.27$1.29$0.02
Peer Organizations

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