Civic Intelligence

United Way of Beaverhead County Inc.

990EZ • Fiscal year 2023 • EIN 81-0465990

Mar 01, 2022 to Feb 28, 2023 • Filed on Jan 16, 2024

PO Box 263Dillon, MT 59725

(406) 683-6131

Siviq Scores

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

Liabilities / Assets

88th percentile

0.37x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.47x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-6.7%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

27%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

44%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$232,032

Up $49,534 (+27%) from 2022

Net Assets

Down

$145,240

Down $12,408 (-7.9%) from 2022

Liabilities

Up

$86,792

Up $61,942 (+249%) from 2022

Revenue

Up

$185,282

Up $56,519 (+44%) from 2022

Expenses

Up

$197,690

Up $92,184 (+87%) from 2022

Net Income

Down

-$12,408

Down $35,665 (-153%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $155,257Liabilities 2011: $32,517Net Assets 2011: $122,7402011Assets 2012: $150,322Liabilities 2012: $29,617Net Assets 2012: $120,7052012Assets 2013: $189,817Liabilities 2013: $50,148Net Assets 2013: $139,6692013Assets 2014: $182,291Liabilities 2014: $41,848Net Assets 2014: $140,4432014Assets 2015: $211,058Liabilities 2015: $56,846Net Assets 2015: $154,2122015Assets 2016: $223,604Liabilities 2016: $54,315Net Assets 2016: $169,2892016Assets 2017: $239,124Liabilities 2017: $49,801Net Assets 2017: $189,3232017Assets 2018: $232,423Liabilities 2018: $38,626Net Assets 2018: $193,7972018Assets 2019: $205,076Liabilities 2019: $94,5172019Assets 2020: $79,775Liabilities 2020: $13,148Net Assets 2020: $66,6272020Assets 2021: $190,627Liabilities 2021: $56,236Net Assets 2021: $134,3912021Assets 2022: $182,498Liabilities 2022: $24,850Net Assets 2022: $157,6482022Assets 2023: $232,032Liabilities 2023: $86,792Net Assets 2023: $145,2402023Assets 2024: $224,953Liabilities 2024: $82,308Net Assets 2024: $142,6452024

Highlighted filing

2023

Assets$232,032
Liabilities$86,792
Net Assets$145,240

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $103,8712011Expenses 2012: $105,3322012Expenses 2013: $92,4062013Revenue 2014: $116,740Expenses 2014: $115,966Net Income 2014: $7742014Revenue 2015: $127,622Expenses 2015: $113,853Net Income 2015: $13,7692015Revenue 2016: $142,250Expenses 2016: $127,173Net Income 2016: $15,0772016Revenue 2017: $156,166Expenses 2017: $136,132Net Income 2017: $20,0342017Revenue 2018: $156,664Expenses 2018: $152,190Net Income 2018: $4,4742018Revenue 2019: $182,091Expenses 2019: $155,684Net Income 2019: $26,4072019Revenue 2020: $156,108Expenses 2020: $155,141Net Income 2020: $9672020Revenue 2021: $287,621Expenses 2021: $219,857Net Income 2021: $67,7642021Revenue 2022: $128,763Expenses 2022: $105,506Net Income 2022: $23,2572022Revenue 2023: $185,282Expenses 2023: $197,690Net Income 2023: -$12,4082023Revenue 2024: $163,845Expenses 2024: $166,440Net Income 2024: -$2,5952024

Highlighted filing

2023

Revenue$185,282
Expenses$197,690
Net Income-$12,408
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jan 16, 2024
Return Version
2022v5.0
Gross Receipts
$185,282
Mission and Program Overview

Mission

Funding of local non-profit agencies

Program Services

DescriptionGrantsExpenses
Funding of local non-profit agencies-$167,297
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie HarryPresidentPT$0--
Ashly CottomVice PresidentPT$0--
Cody HaagensonTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
United Way
EIN
81-0465990
Phone
4066836131
Address
PO Box 263, Dillon, MT 59725

Signing Officer

Name
Bonnie Harry
Title
President
Signed
2024-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Mardel Scott Accountant
Address
610 N Montana St, Dillon, MT 59725
Preparer
Mardel Scott Accountant
Phone
4066836131
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $1184

Other Expenses.1002

Office Expenses $1354

Other Expenses.1012

Insurance $1455

Other Expenses.1

Program Service $163077

Other Expenses.2

Accounting $2734

Other Expenses.3

United Way Fees $2537

Other Expenses.4

Telephone/Internet $1926

Other Expenses.5

Supplies $1038

Other Expenses.6

Promotional $782

Other Expenses.8

Dues $444

Other Expenses.9

Bank charges $147

Other Expenses.10

Secretary of State Fee $85

Other Expenses.11

Computer expense $72

Other Assets.1005

Accounts Receivable - Beginning $13861 Accounts Receivable - Ending $62504

Total Liabilities.1002

Grants Payable - Beginning $24850 Grants Payable - Ending $86792

Raw XML Appendix183 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/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0185176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0287365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0156108
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0185176
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0939251
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1455
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounting $2734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5United Way Fees $2537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone/Internet $1926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $1038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Promotional $782
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues $444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank charges $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Secretary of State Fee $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Computer expense $72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $13861 Accounts Receivable - Ending $62504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Grants Payable - Beginning $24850 Grants Payable - Ending $86792
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Harry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-16
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ReturnHeader/Filer/EIN0810465990
ReturnHeader/Filer/PhoneNum04066836131
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ReturnHeader/PreparerPersonGrp/PhoneNum04066836131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mardel Scott Accountant
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-01-16T06:01:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bonnie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harry
ReturnHeader/TaxPeriodBeginDt02022-03-01
ReturnHeader/TaxPeriodEndDt02023-02-28
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.82$1.43$1.64$1.66$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.87$1.45$1.85$1.98$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.25$1.58$1.29$1.06$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.56$1.34$2.88$2.20$0.68
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.13$0.67$1.56$1.55$0.01
2019Summary only. Only limited summary data is available for this year.$2.05$0.95$1.82$1.56$0.26
2018Summary only. Only limited summary data is available for this year.$2.32$0.39$1.94$1.57$1.52$0.04
2017Summary only. Only limited summary data is available for this year.$2.39$0.50$1.89$1.56$1.36$0.20
2016Summary only. Only limited summary data is available for this year.$2.24$0.54$1.69$1.42$1.27$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.57$1.54$1.28$1.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.42$1.40$1.17$1.16$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.50$1.40$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.30$1.21$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.33$1.23$1.04