Civic Intelligence

Montana Professional Teaching Foundation

990 • Fiscal year 2021 • EIN 81-0511792

Sep 01, 2020 to Aug 31, 2021 • Filed on Mar 18, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

19th percentile

-7.5%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

68th percentile

23%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$623,555

Up $116,507 (+23%) from 2020

Net Assets

Up

$623,555

Up $116,507 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Down

$47,434

Down $12,990 (-21%) from 2020

Expenses

Up

$50,971

Up $29,093 (+133%) from 2020

Net Income

Down

-$3,537

Down $42,083 (-109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2021

Assets$623,555
Liabilities$0
Net Assets$623,555
Open 2021 Filing

Operations Trend

Revenue Growth16th 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

2021

Revenue$47,434
Expenses$50,971
Net Income-$3,537
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Mar 18, 2022
Return Version
2020v4.2
Gross Receipts
$54,911
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$44,491$8,784▼ $35,707
Accounts Receivable-$7,970-
Total Assets$507,048$623,555▲ $116,507
Other Assets Total$462,557$606,801▲ $144,244
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$507,048$623,555▲ $116,507
Total Net Assets Fund Balance$507,048$623,555▲ $116,507
Total Liabilities and Net Assets / Fund Balance$507,048$623,555▲ $116,507

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$606,801--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$462,557$20,211▲ $134,657$20,186$590,789
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
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Amanda CurtisChair
Bill DwyerVice Chair
Anne KeithDirector
Eric FeaverDirector
Erik BurkeDirector
Melissa RomanoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$32,991
Program Service Revenue
$0
Investment Income
$14,613
Other Revenue
$-170
All Other Contributions
$16,808
Change in Net Assets
$-3,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,395
Grants and Similar Amounts Paid$13,576
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$27,670--$27,670
Grants to Domestic Orgs$13,101--$13,101
Fees for Service Investment Mgmnt Fees-$6,450-$6,450
Fees for Services Accounting-$2,500-$2,500
Grants to Domestic Individuals$475--$475
Office Expenses-$250-$250
Other Expenses-$20-$20
Total Functional Expenses$41,246$9,725$0$50,971
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,477
Fundraising Gross Income$7,307
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,490$7,307$1,481$5,826
Total Events$23,490$7,307$7,477$-170
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
2022-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Curtis
Formed
1996
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
15

Preparer

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

Additional Explanations

Form 990, Part III, Line 2

“The organization added the teacher leadership institute program during the year.”

Form 990, Part III, Line 3

“The organization will no longer have the montana educator forum after this year.”

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.”

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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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IRS990/ProgSrvcAccomActy2Grp/Desc0KAREN COX GRANTS: KAREN COX, ONE OF MONTANA'S GREAT EDUCATORS, LOST HER LIFE DOING WHAT SHE LOVED, WORKING TO IMPROVE PUBLIC EDUCATION. SHE TOOK SERIOUSLY HER OPPORTUNITIES TO SUPPORT HER FELLOW TEACHERS. IN HER HONOR, THE MONTANA PROFESSIONAL TEACHING FOUNDATION CREATED THE KAREN COX MEMORIAL GRANT PROGRAM. THIS PROGRAM IS NOT INTENDED TO REPLACE SCHOOL FUNDING, RATHER IT IS MEANT TO ASSIST EDUCATORS WHO SELFLESSLY REACH INTO THEIR OWN POCKETS FOR CLASSROOM SUPPLIES. MONTANA EDUCATORS CAN APPLY TO THE FOUNDATION FOR FUNDS EXPENDED ON BEHALF OF THE CLASSROOM.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0NEA AWARD FOR TEACHING EXCELLENCE AND CELEBRATION OF TEACHING: CELEBRATION OF TEACHING IS AN ANNUAL EVENT THAT RECOGNIZES TEACHER LEADERS FROM THROUGHOUT THE STATE, INCLUDING NEA AWARDEE FOR TEACHING EXCELLENCE, PRESIDENTIAL MATH AND SCIENCE AWARD WINNERS, NATIONAL BOARD CERTIFIED TEACHERS, AND A VARIETY OF OTHER TEACHERS WHO HAVE BEEN RECOGNIZED FOR THEIR EDUCATIONAL ACHIEVEMENTS.NEA AWARD FOR TEACHING EXCELLENCE IS AWARDED ONCE A YEAR TO AN OUTSTANDING MONTANA EDUCATOR WHO HAS DEMONSTRATED EXCELLENCE IN THE CLASSROOM AND ENHANCED THE PROFESSION OF TEACHING IN OUR STATE.
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IRS990ScheduleA/SubstantialContributorsTotAmt0153854
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116339
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085882
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0325779
IRS990ScheduleA/TotalSupportAmt0349587
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0134657
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt020337
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0462557
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010489
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt018660
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05359
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0422021
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt038402
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0456127
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt017536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt016473
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04307
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0370711
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt041580
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0422021
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028616
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt014579
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03629
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0289848
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0370711
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026861
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt013506
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0606801
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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0606801
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016183
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016183
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07477
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023490
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07307
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07307
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-170
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01481
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01481
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05996
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ADDED THE TEACHER LEADERSHIP INSTITUTE PROGRAM DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL NO LONGER HAVE THE MONTANA EDUCATOR FORUM AFTER THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0623555
IRS990/TotalAssetsGrp/BOYAmt0507048
IRS990/TotalAssetsGrp/EOYAmt0623555
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032991
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041246
IRS990/TotalFunctionalExpensesGrp/TotalAmt050971
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IRS990/USAddress/ZIPCd059601
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.MFPE.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-18
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ReturnHeader/Filer/PhoneNum04064471479
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064421040
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA MURDO CPA
ReturnHeader/ReturnTs02022-07-11T13:11:21-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$623,555
Liabilities
$0
Net assets
$623,555
Revenue
$47,434
Expenses
$50,971
Net income
-$3,537
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
2021Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.47$0.51$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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