Civic Intelligence

Bitterrooters for Planning

990EZ • Fiscal year 2023 • EIN 81-0512375

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2025

Organization Profilewww.bitterrooters4planning.com
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

3rd percentile

-367%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-36%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

3120%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,337

Down $14,791 (-36%) from 2022

Net Assets

Down

$26,337

Down $14,791 (-36%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Up

$4,025

Up $3,900 (+3120%) from 2022

Expenses

Down

$18,816

Down $2,534 (-12%) from 2022

Net Income

Up

-$14,791

Up $6,434 (+30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2023

Assets$26,337
Liabilities-
Net Assets$26,337
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

2023

Revenue$4,025
Expenses$18,816
Net Income-$14,791
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$4,025
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
Top Officer Pay78th percentile

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
Bill Nelson
Title
Treasurer
Signed
2025-04-25
Discuss with paid preparer
Yes

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

“Advertising 450”

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

“IRS Reinstatement Fees 305”

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

“Insurance 482”

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

“Payroll Taxes 1,160”

Raw XML Appendix139 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Charlotta Grandstaff
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Position is non-compensated
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt041128
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026337
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04025
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14791
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0270
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041128
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026337
IRS990EZ/GrossReceiptsAmt04025
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041128
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041128
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026337
IRS990EZ/OccupancyRentUtltsAndMaintAmt0960
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
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Responsible county planning
IRS990EZ/PrintingPublicationsPostageAmt0189
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/SalariesOtherCompEmplBnftAmt015000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt018816
IRS990EZ/TotalRevenueAmt04025
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bitterrooters4planning.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0118590
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0118590
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087895
IRS990ScheduleA/Total509Grp/TotalAmt0118590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087895
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0118590
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IRS Reinstatement Fees 305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payroll Taxes 1,160
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841388989
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spectrum Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hamilton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059840
ReturnHeader/PreparerPersonGrp/PhoneNum04063601848
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley W Burgess
ReturnHeader/ReturnTs02025-04-25T08:19:29-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,337
Liabilities
-
Net assets
$26,337
Revenue
$4,025
Expenses
$18,816
Net income
-$14,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.05$0.20$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.04$0.19$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.00$0.21$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.07$0.52$0.46
2017Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.76$0.48$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.94$0.59$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.63$0.71$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.80$0.18$0.61