Civic Intelligence

Zoomontana Foundation

990EZ • Fiscal year 2016 • EIN 81-0510261

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

Organization ProfileN/A
2100 South Shiloh RoadBillings, MT 59106

(406) 652-8100

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.7%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$67,059

Up $292 (+0.4%) from 2015

Net Assets

Up

$67,059

Up $292 (+0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Down

$292

Down $8 (-2.7%) from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Down

$292

Down $8 (-2.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2010: $95,193Liabilities 2010: $0Net Assets 2010: $95,1932010Assets 2011: $65,031Liabilities 2011: $0Net Assets 2011: $65,0312011Assets 2012: $65,760Liabilities 2012: $02012Assets 2013: $66,185Liabilities 2013: $02013Assets 2014: $66,467Net Assets 2014: $66,4672014Assets 2015: $66,767Liabilities 2015: $0Net Assets 2015: $66,7672015Assets 2016: $67,059Liabilities 2016: $0Net Assets 2016: $67,0592016Assets 2017: $69,508Liabilities 2017: $0Net Assets 2017: $69,5082017Assets 2018: $70,192Liabilities 2018: $0Net Assets 2018: $70,1922018Assets 2019: $70,737Liabilities 2019: $0Net Assets 2019: $70,7372019Assets 2020: $93,803Liabilities 2020: $456Net Assets 2020: $93,3472020Assets 2021: $47,224Liabilities 2021: $455Net Assets 2021: $46,7692021Assets 2022: $190,701Liabilities 2022: $455Net Assets 2022: $190,2462022Assets 2023: $214,844Liabilities 2023: $455Net Assets 2023: $214,3892023

Highlighted filing

2016

Assets$67,059
Liabilities$0
Net Assets$67,059
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$100K$0-$100KRevenue 2010: $3,693Expenses 2010: $8,860Net Income 2010: -$5,1672010Revenue 2011: $7,420Expenses 2011: $34,586Net Income 2011: -$27,1662011Revenue 2012: $729Expenses 2012: $0Net Income 2012: $7292012Revenue 2013: $425Expenses 2013: $0Net Income 2013: $4252013Revenue 2014: $2822014Revenue 2015: $300Expenses 2015: $0Net Income 2015: $3002015Revenue 2016: $292Expenses 2016: $0Net Income 2016: $2922016Revenue 2017: $208Expenses 2017: $0Net Income 2017: $2082017Revenue 2018: $684Expenses 2018: $0Net Income 2018: $6842018Revenue 2019: $545Expenses 2019: $0Net Income 2019: $5452019Revenue 2020: $11,201Expenses 2020: $1,128Net Income 2020: $10,0732020Revenue 2021: $5,690Expenses 2021: $51,016Net Income 2021: -$45,3262021Revenue 2022: $177,856Expenses 2022: $1,316Net Income 2022: $176,5402022Revenue 2023: $5,279Expenses 2023: $3,124Net Income 2023: $2,1552023

Highlighted filing

2016

Revenue$292
Expenses$0
Net Income$292
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$292
Mission and Program Overview

Mission

Support organization of zoomontana, inc.

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL SUPPORT TO ZOOMONTANA.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF EWELTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Zoomontana Foundation
EIN
81-0510261
Phone
4066528100
Address
2100 SOUTH SHILOH ROAD, BILLINGS, MT 59106

Signing Officer

Name
Jeff Ewelt
Title
Director
Phone
4066528100
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
401 N 31ST ST STE 1120 PO BOX 7112, BILLINGS, MT 59103-7112
Preparer
Matthew Schafer
Phone
4068962400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: northwestern mutual life insurance. Amount: 292.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: northwestern mutual life. Beg. Of year amount: 16,620. End of year amount: 16,912. Description: receivable affiliate. Beg. Of year amount: 50,147. End of year amount: 50,147.”

Raw XML Appendix133 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFF EWELT
IRS990EZ/BooksInCareOfDetail/PhoneNum04066528100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 SOUTH SHILOH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BILLINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059106
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0292
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt066767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt067059
IRS990EZ/GrossReceiptsAmt0292
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0292
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066767
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067059
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt066767
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067059
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF EWELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt066767
IRS990EZ/OtherAssetsTotalDetail/EOYAmt067059
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ORGANIZATION OF ZOOMONTANA, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL SUPPORT TO ZOOMONTANA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0292
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION IS IN THE PROCESS OF BUILDING A NEW BOARD FOR AN UPCOMING ENDOWMENT CAMPAIGN. INTEREST GENERATED THROUGH THE ENDOWMENT WILL BE USED TO SUPPORT CAPITAL PROJECTS WITHIN ZOOMONTANA ONCE A CERTAIN THRESHOLD IS MET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III LINE 28:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810411290
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ZOOMONTANA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: NORTHWESTERN MUTUAL LIFE INSURANCE. AMOUNT: 292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: NORTHWESTERN MUTUAL LIFE. BEG. OF YEAR AMOUNT: 16,620. END OF YEAR AMOUNT: 16,912. DESCRIPTION: RECEIVABLE AFFILIATE. BEG. OF YEAR AMOUNT: 50,147. END OF YEAR AMOUNT: 50,147.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF EWELT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04066528100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZOOMONTANA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZOOM
ReturnHeader/Filer/EIN0810510261
ReturnHeader/Filer/PhoneNum04066528100
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 SOUTH SHILOH ROAD
ReturnHeader/Filer/USAddress/CityNm0BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 N 31ST ST STE 1120 PO BOX 7112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0591037112
ReturnHeader/PreparerPersonGrp/PhoneNum04068962400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW SCHAFER
ReturnHeader/ReturnTs02017-08-15T17:16:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,059
Liabilities
$0
Net assets
$67,059
Revenue
$292
Expenses
$0
Net income
$292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.15$0.00$2.14$0.05$0.03$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.90$1.78$0.01$1.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.06$0.51$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.93$0.11$0.01$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.01$0.00$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.01$0.00$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.00
2013Summary only. Only limited summary data is available for this year.$0.66$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.01$0.00$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.07$0.35$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.04$0.09$0.05