Civic Intelligence

Helena Junior Golf Foundation

990PF • Fiscal year 2016 • EIN 81-0489215

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 26, 2017

PO Box 768Helena, MT 59624

(406) 442-1420

Siviq Scores

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

Liabilities / Assets

79th percentile

0.09x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

0.62x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-3.7%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$46,516

Up $4,750 (+11%) from 2015

Net Assets

Up

$42,229

Up $4,750 (+13%) from 2015

Liabilities

Flat

$4,287

Flat from 2015

Revenue

Down

$6,873

Down $265 (-3.7%) from 2015

Expenses

Up

$5,763

Up $3,193 (+124%) from 2015

Net Income

Down

$1,110

Down $3,458 (-76%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $21,554Liabilities 2010: $4,287Net Assets 2010: $17,2672010Assets 2011: $19,068Liabilities 2011: $4,287Net Assets 2011: $14,7812011Assets 2012: $32,416Liabilities 2012: $4,2872012Assets 2013: $34,171Liabilities 2013: $4,287Net Assets 2013: $29,8842013Assets 2014: $37,198Liabilities 2014: $4,287Net Assets 2014: $32,9112014Assets 2015: $41,766Liabilities 2015: $4,287Net Assets 2015: $37,4792015Assets 2016: $46,516Liabilities 2016: $4,287Net Assets 2016: $42,2292016Assets 2017: $50,966Liabilities 2017: $0Net Assets 2017: $50,9662017Assets 2018: $55,157Liabilities 2018: $0Net Assets 2018: $55,1572018Assets 2019: $62,466Liabilities 2019: $0Net Assets 2019: $62,4662019Assets 2020: $60,333Liabilities 2020: $0Net Assets 2020: $60,3332020Assets 2021: $72,610Liabilities 2021: $0Net Assets 2021: $72,6102021Assets 2022: $83,570Liabilities 2022: $0Net Assets 2022: $83,5702022Assets 2023: $97,285Liabilities 2023: $0Net Assets 2023: $97,2852023Assets 2024: $91,411Liabilities 2024: $0Net Assets 2024: $91,4112024

Highlighted filing

2016

Assets$46,516
Liabilities$4,287
Net Assets$42,229

Operations Trend

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

$40K$30K$20K$10K$0-$10KExpenses 2010: $3,3962010Expenses 2011: $4,0932011Revenue 2012: $303Expenses 2012: $1,499Net Income 2012: -$1,1962012Revenue 2013: $4,275Expenses 2013: $3,602Net Income 2013: $6732013Revenue 2014: $6,529Expenses 2014: $3,502Net Income 2014: $3,0272014Revenue 2015: $7,138Expenses 2015: $2,570Net Income 2015: $4,5682015Revenue 2016: $6,873Expenses 2016: $5,763Net Income 2016: $1,1102016Revenue 2017: $9,047Expenses 2017: $4,597Net Income 2017: $4,4502017Revenue 2018: $10,146Expenses 2018: $5,955Net Income 2018: $4,1912018Revenue 2019: $26,362Expenses 2019: $19,053Net Income 2019: $7,3092019Revenue 2020: $1,333Expenses 2020: $3,466Net Income 2020: -$2,1332020Revenue 2021: $33,834Expenses 2021: $21,557Net Income 2021: $12,2772021Revenue 2022: $31,610Expenses 2022: $20,636Net Income 2022: $10,9742022Revenue 2023: $33,276Expenses 2023: $19,561Net Income 2023: $13,7152023Revenue 2024: $2,364Expenses 2024: $8,248Net Income 2024: -$5,8842024

Highlighted filing

2016

Revenue$6,873
Expenses$5,763
Net Income$1,110
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 26, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES DOERINGTrustee-$0--
ROGERS LITTLETrustee-$0--
STUART KELLNERTrustee-$0--
TORI HUNTHAUSENTrustee-$0--
DOUG TEDERSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Helena Junior Golf Foundation
EIN
81-0489215
Phone
4064421420
Address
PO Box 768, Helena, MT 59624

Signing Officer

Name
Rogers Little Esq
Title
Trustee
Phone
4064421420
Signed
2017-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli LLP
Address
PO Box 1699, Helena, MT 59624
Preparer
Meghan Bronec CPA
Phone
4064425520
Raw XML Appendix370 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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AppliedToPriorYearElection/ElectionDesc0The Helena Junior Golf Foundation herby elects under Regulations Sec. 53.4942(a)-3(d)(2)to apply 2012 qualifying distributions to undistributed income from 2011 and prior years.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES DOERING
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HELENA JUNIOR GOLF FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0GREEN MEADOW CC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HELENA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04064425720
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Provided equipment for the High School Golf Clubs and Rain Gear
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt03083
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION AND BIOGRAPHY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Rogers Little
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04064425750
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 768
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HELENA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059624
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIP TO BE USED FOR EXCLUSIVE PURPOSE OF FURTHERING RECIPIENT'S COLLEGE EDUCATION IN AMOUNT OF $1,000 TO BE AWARDED TO A JUNIOR GOLFER UNDER AGE 18. (SUMMARIZED)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt04/15 OF EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0High School Golf programs and Rain Gear
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Helena Public Schools
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Montana Tech
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2California Lutheran University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Government
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt055 S Rodney St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11300 W Park St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt260 W Olsen Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Butte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2THousand Oaks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291360
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05083
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01491
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01612
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07773
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03592
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01612
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05083
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03592
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07773
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04181
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0T shirts
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03640
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior Period Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt05
TaxesSchedule/TaxesDetail/CategoryTxt0income tax expense
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Rogers Little Esq
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04064421420
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Helena Junior Golf Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0810489215
ReturnHeader/Filer/PhoneNum04064421420
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 768
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A57BA7FB3ADEDC52E285D94F81FAD02ED95237A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.117.89.221
ReturnHeader/FilingSecurityInformation/IPDt02017-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm014:50:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1699
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064425520
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Meghan Bronec CPA
ReturnHeader/ReturnTs02017-10-06T18:25:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$91.4$0.00$91.4$2.36$8.25$5.88
2023Detailed filing. Detailed filing data is available for this year.$97.3$0.00$97.3$33.3$19.6$13.7
2022Detailed filing. Detailed filing data is available for this year.$83.6$0.00$83.6$31.6$20.6$11.0
2021Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$33.8$21.6$12.3
2020Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$1.33$3.47$2.13
2019Detailed filing. Detailed filing data is available for this year.$62.5$0.00$62.5$26.4$19.1$7.31
2018Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$10.1$5.96$4.19
2017Detailed filing. Detailed filing data is available for this year.$51.0$0.00$51.0$9.05$4.60$4.45
2016Detailed filing. Detailed filing data is available for this year.$46.5$4.29$42.2$6.87$5.76$1.11
2015Detailed filing. Detailed filing data is available for this year.$41.8$4.29$37.5$7.14$2.57$4.57
2014Detailed filing. Detailed filing data is available for this year.$37.2$4.29$32.9$6.53$3.50$3.03
2013Detailed filing. Detailed filing data is available for this year.$34.2$4.29$29.9$4.28$3.60$0.67
2012Summary only. Only limited summary data is available for this year.$32.4$4.29$0.30$1.50$1.20
2011Detailed filing. Detailed filing data is available for this year.$19.1$4.29$14.8$4.09
2010Detailed filing. Detailed filing data is available for this year.$21.6$4.29$17.3$3.40