Civic Intelligence

Bitterrooters for Planning

990EZ • Fiscal year 2018 • EIN 81-0512375

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 08, 2019

PO Box 505Corvallis, MT 59828

(406) 214-2031

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

1st percentile

-691%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$106,222

Down $45,660 (-30%) from 2017

Net Assets

Down

$106,222

Down $45,660 (-30%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$6,609

Down $69,090 (-91%) from 2017

Expenses

Up

$52,269

Up $4,041 (+8.4%) from 2017

Net Income

Down

-$45,660

Down $73,131 (-266%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2014: $97,148Net Assets 2014: $97,1482014Assets 2015: $88,662Net Assets 2015: $88,6622015Assets 2016: $124,411Net Assets 2016: $124,4112016Assets 2017: $151,882Net Assets 2017: $151,8822017Assets 2018: $106,222Net Assets 2018: $106,2222018Assets 2022: $41,128Net Assets 2022: $41,1282022Assets 2023: $26,337Net Assets 2023: $26,3372023Assets 2024: $11,777Net Assets 2024: $11,7772024

Highlighted filing

2018

Assets$106,222
Liabilities-
Net Assets$106,222

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $79,500Expenses 2014: $18,457Net Income 2014: $61,0432014Revenue 2015: $62,939Expenses 2015: $71,425Net Income 2015: -$8,4862015Revenue 2016: $94,323Expenses 2016: $58,574Net Income 2016: $35,7492016Revenue 2017: $75,699Expenses 2017: $48,228Net Income 2017: $27,4712017Revenue 2018: $6,609Expenses 2018: $52,269Net Income 2018: -$45,6602018Revenue 2022: $125Expenses 2022: $21,350Net Income 2022: -$21,2252022Revenue 2023: $4,025Expenses 2023: $18,816Net Income 2023: -$14,7912023Revenue 2024: $5,200Expenses 2024: $19,760Net Income 2024: -$14,5602024

Highlighted filing

2018

Revenue$6,609
Expenses$52,269
Net Income-$45,660
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 8, 2019
Return Version
2018v3.1
Gross Receipts
$6,609
Mission and Program Overview

Mission

Responsible county planning

Program Services

DescriptionGrantsExpenses
Bitterrooters For Planning is dedicated to protecting our natural infrastructure and promoting land use planning that helps secure the quality of life in the Bitterroot Valley.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlotta GrandstaffEmployeePT$0--
James RokoschEmployeeFT$0--
Filing and Contact Details

Filer

Filer Name
Bitterrooters For Planning
EIN
81-0512375
Address
PO Box 505, Corvallis, MT 59828

Signing Officer

Name
Doug Soehren
Title
Board Membr
Signed
2019-03-08
Discuss with paid preparer
No

Preparer

Firm
Spectrum Accounting Inc
Address
PO Box 6, Hamilton, MT 59840
Preparer
Bradley W Burgess
Phone
4063601848
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 84

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising 2,532

Form 990-EZ, Part I, Line 16, Other Expenses

Contributions 3,855

Form 990-EZ, Part I, Line 16, Other Expenses

Dues Subscriptions 85

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expense 1,438

Form 990-EZ, Part I, Line 16, Other Expenses

Special Event Expense 2,811

Form 990-EZ, Part I, Line 16, Other Expenses

Miscellaneous 862

Form 990-EZ, Part I, Line 16, Other Expenses

Repair and maintenance 450

Form 990-EZ, Part I, Line 16, Other Expenses

Taxes Licenses 973

Form 990-EZ, Part I, Line 16, Other Expenses

Utilities 278

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

Pledges/donations receivable Beginning of year 4,071, End of year 4,071

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Doug Soehren
IRS990EZ/BooksInCareOfDetail/PhoneNum04062142031
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0607 Grantsdale Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hamilton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059840
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0147811
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102151
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06609
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-45660
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06206
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151882
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106222
IRS990EZ/GrossReceiptsAmt06609
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151882
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106222
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151882
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106222
IRS990EZ/OccupancyRentUtltsAndMaintAmt03200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charlotta Grandstaff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Rokosch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Employee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Employee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04071
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04071
IRS990EZ/OtherExpensesTotalAmt013368
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Responsible county planning
IRS990EZ/PrintingPublicationsPostageAmt0102
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bitterrooters For Planning is dedicated to protecting our natural infrastructure and promoting land use planning that helps secure the quality of life in the Bitterroot Valley.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt029393
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt052269
IRS990EZ/TotalRevenueAmt06609
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bitterrooters4planning.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06609
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt094323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0319070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0319070
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079500
IRS990ScheduleA/Total509Grp/TotalAmt0319070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt094323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0319070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 84
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising 2,532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Contributions 3,855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues Subscriptions 85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expense 1,438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Special Event Expense 2,811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Repair and maintenance 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Taxes Licenses 973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Utilities 278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Pledges/donations receivable Beginning of year 4,071, End of year 4,071
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Doug Soehren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Membr
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bitterrooters For Planning
ReturnHeader/Filer/BusinessNameControlTxt0BITT
ReturnHeader/Filer/EIN0810512375
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 505
ReturnHeader/Filer/USAddress/CityNm0Corvallis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059828
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.174.118.133
ReturnHeader/FilingSecurityInformation/IPDt02019-03-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm013:23:22
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hamilton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059840
ReturnHeader/PreparerPersonGrp/PhoneNum04063601848
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley W Burgess
ReturnHeader/ReturnTs02019-03-08T07:00:08-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings