Civic Intelligence

Montana Professional Teaching Foundation

990 • Fiscal year 2020 • EIN 81-0511792

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 12, 2021

Organization ProfileWWW.MFPE.ORG/FOUNDATION
1232 E 6th AveHelena, MT 59601

(406) 447-1479

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

51st percentile

7.1%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

9.6%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$507,048

Up $33,576 (+7.1%) from 2019

Net Assets

Up

$507,048

Up $33,576 (+7.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin93rd percentile

Revenue

Up

$60,424

Up $5,274 (+9.6%) from 2019

Expenses

Down

$21,878

Down $19,753 (-47%) from 2019

Net Income

Up

$38,546

Up $25,027 (+185%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2010: $263,205Liabilities 2010: $24,394Net Assets 2010: $238,8112010Assets 2011: $276,242Liabilities 2011: $60Net Assets 2011: $276,1822011Assets 2012: $269,598Liabilities 2012: $358Net Assets 2012: $269,2402012Assets 2013: $305,914Liabilities 2013: $740Net Assets 2013: $305,1742013Assets 2014: $381,200Liabilities 2014: $27,230Net Assets 2014: $353,9702014Assets 2015: $345,718Liabilities 2015: $432Net Assets 2015: $345,2862015Assets 2016: $329,146Liabilities 2016: $376Net Assets 2016: $328,7702016Assets 2017: $404,292Liabilities 2017: $0Net Assets 2017: $404,2922017Assets 2018: $469,575Liabilities 2018: $17,986Net Assets 2018: $451,5892018Assets 2019: $473,472Liabilities 2019: $0Net Assets 2019: $473,4722019Assets 2020: $507,048Liabilities 2020: $0Net Assets 2020: $507,0482020Assets 2021: $623,555Liabilities 2021: $0Net Assets 2021: $623,5552021Assets 2022: $594,348Liabilities 2022: $1,229Net Assets 2022: $593,1192022Assets 2023: $629,016Liabilities 2023: $112Net Assets 2023: $628,9042023Assets 2024: $710,891Liabilities 2024: $3,306Net Assets 2024: $707,5852024

Highlighted filing

2020

Assets$507,048
Liabilities$0
Net Assets$507,048
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $34,0062010Expenses 2011: $53,9282011Expenses 2012: $66,3112012Expenses 2013: $45,4872013Revenue 2014: $161,431Expenses 2014: $131,284Net Income 2014: $30,1472014Revenue 2015: $97,735Expenses 2015: $96,387Net Income 2015: $1,3482015Revenue 2016: $85,314Expenses 2016: $100,063Net Income 2016: -$14,7492016Revenue 2017: $112,529Expenses 2017: $35,756Net Income 2017: $76,7732017Revenue 2018: $131,631Expenses 2018: $96,492Net Income 2018: $35,1392018Revenue 2019: $55,150Expenses 2019: $41,631Net Income 2019: $13,5192019Revenue 2020: $60,424Expenses 2020: $21,878Net Income 2020: $38,5462020Revenue 2021: $47,434Expenses 2021: $50,971Net Income 2021: -$3,5372021Revenue 2022: $118,250Expenses 2022: $65,404Net Income 2022: $52,8462022Revenue 2023: $79,218Expenses 2023: $66,350Net Income 2023: $12,8682023Revenue 2024: $66,068Expenses 2024: $90,929Net Income 2024: -$24,8612024

Highlighted filing

2020

Revenue$60,424
Expenses$21,878
Net Income$38,546
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 12, 2021
Return Version
2019v5.1
Gross Receipts
$60,424
Mission and Program Overview

Mission

The montana professional teaching foundation works to enhance the teaching profession and promote quality education in montana.

To promote and enhance montana public education and the teaching profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,693$44,491▲ $42,798
Accounts Receivable$1,150--
Total Assets$473,472$507,048▲ $33,576
Other Assets Total$470,629$462,557▼ $8,072
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$473,472$507,048▲ $33,576
Total Net Assets Fund Balance$473,472$507,048▲ $33,576
Total Liabilities and Net Assets / Fund Balance$473,472$507,048▲ $33,576

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$462,557--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$456,127$20,337▲ $10,489$18,660$462,557
2018$422,021$38,402▲ $17,536$16,473$456,127
2017$370,711$41,580▲ $28,616$14,579$422,021
2016$289,848$71,137▲ $26,861$13,506$370,711
2015$300,527$0▲ $5,368$12,870$289,848
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Eric FeaverChair (until 6/15/20)
Rich AarstadVice Chair as of 6/15/20
Amanda CurtisVice Chair(until 6/15/20)then Chair
Anne KeithDirector
Erik BurkeDirector
Melissa RomanoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$44,965
Program Service Revenue
$0
Investment Income
$15,459
Other Revenue
$0
All Other Contributions
$44,965
Change in Net Assets
$38,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,967
Grants and Similar Amounts Paid$9,911
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,011--$8,011
Fees for Service Investment Mgmnt Fees-$5,734-$5,734
Conferences and Meetings$3,416--$3,416
Fees for Services Accounting-$2,500-$2,500
Grants to Domestic Individuals$1,900--$1,900
Office Expenses$61$236-$297
Other Expenses-$20-$20
Total Functional Expenses$13,388$8,490$0$21,878
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The administrator does the initial review of the form 990. Once it is ready for the final review, the chair and the executive director of the montana federation of public employees review the report before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Montana Professional Teaching Foundation
EIN
81-0511792
Phone
4064471479
Address
1232 E 6TH AVE, HELENA, MT 59601

Signing Officer

Name
Amanda Curtis
Title
Chair
Phone
4064471479
Signed
2021-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Curtis
Formed
1996
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 1040, HELENA, MT 59624
Preparer
Angela Murdo CPA
Phone
4064421040
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The intent of the endowment funds are twofold; 1. Grow the endowment funds so our programs will remain in perpetuity, and 2. Use income from the endowment to fund the montana professional teaching foundation programs.”

Raw XML Appendix372 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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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010489
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt018660
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017536
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt016473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt04307
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENT OF THE ENDOWMENT FUNDS ARE TWOFOLD; 1. GROW THE ENDOWMENT FUNDS SO OUR PROGRAMS WILL REMAIN IN PERPETUITY, AND 2. USE INCOME FROM THE ENDOWMENT TO FUND THE MONTANA PROFESSIONAL TEACHING FOUNDATION PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATOR DOES THE INITIAL REVIEW OF THE FORM 990. ONCE IT IS READY FOR THE FINAL REVIEW, THE CHAIR AND THE EXECUTIVE DIRECTOR OF THE MONTANA FEDERATION OF PUBLIC EMPLOYEES REVIEW THE REPORT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA CURTIS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-12
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
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ReturnHeader/PreparerPersonGrp/PhoneNum04064421040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA MURDO CPA
ReturnHeader/ReturnTs02021-02-01T21:01:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$507,048
Liabilities
$0
Net assets
$507,048
Revenue
$60,424
Expenses
$21,878
Net income
$38,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$0.03$7.08$0.66$0.91$0.25
2023Summary only. Only limited summary data is available for this year.$6.29$0.00$6.29$0.79$0.66$0.13
2022Summary only. Only limited summary data is available for this year.$5.94$0.01$5.93$1.18$0.65$0.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$0.00$6.24$0.47$0.51$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.60$0.22$0.39
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$0.55$0.42$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.18$4.52$1.32$0.96$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$1.13$0.36$0.77
2016Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.85$1.00$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.45$0.98$0.96$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.27$3.54$1.61$1.31$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.01$3.05$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.69$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.24$2.39$0.34