Civic Intelligence

Missoula Education Foundation

990EZ • Fiscal year 2017 • EIN 81-0514370

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

PO Box 1775Missoula, MT 59806

(406) 728-9288

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

34th percentile

-2.6%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$72,998

Down $807 (-1.1%) from 2016

Net Assets

Down

$72,598

Down $1,207 (-1.6%) from 2016

Liabilities

$400

No earlier filing loaded for comparison.

Revenue

Down

$47,273

Down $7,054 (-13%) from 2016

Expenses

Up

$48,480

Up $22,515 (+87%) from 2016

Net Income

Down

-$1,207

Down $29,569 (-104%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $15,524Liabilities 2010: $14,750Net Assets 2010: $7742010Assets 2011: $53,644Liabilities 2011: $15,514Net Assets 2011: $38,1302011Assets 2012: $65,708Liabilities 2012: $24,350Net Assets 2012: $41,3582012Assets 2013: $62,014Liabilities 2013: $15,000Net Assets 2013: $47,0142013Assets 2014: $82,600Liabilities 2014: $15,929Net Assets 2014: $66,6712014Assets 2015: $59,443Liabilities 2015: $14,000Net Assets 2015: $45,4432015Assets 2016: $73,805Net Assets 2016: $73,8052016Assets 2017: $72,998Liabilities 2017: $400Net Assets 2017: $72,5982017Assets 2018: $65,357Liabilities 2018: $52Net Assets 2018: $65,3052018Assets 2019: $75,864Liabilities 2019: $1,6042019Assets 2020: $79,528Liabilities 2020: $7,574Net Assets 2020: $71,9542020Assets 2021: $110,934Liabilities 2021: $18,918Net Assets 2021: $92,0162021Assets 2022: $125,190Liabilities 2022: $17,554Net Assets 2022: $107,6362022Assets 2023: $88,375Liabilities 2023: $4,088Net Assets 2023: $84,2872023Assets 2024: $106,050Liabilities 2024: $3,291Net Assets 2024: $102,7592024

Highlighted filing

2017

Assets$72,998
Liabilities$400
Net Assets$72,598

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $30,643Expenses 2010: $33,215Net Income 2010: -$2,5722010Revenue 2011: $83,213Expenses 2011: $45,857Net Income 2011: $37,3562011Revenue 2012: $75,974Expenses 2012: $72,746Net Income 2012: $3,2282012Revenue 2013: $29,974Expenses 2013: $24,318Net Income 2013: $5,6562013Revenue 2014: $36,829Expenses 2014: $17,172Net Income 2014: $19,6572014Revenue 2015: $14,466Expenses 2015: $11,694Net Income 2015: $2,7722015Revenue 2016: $54,327Expenses 2016: $25,965Net Income 2016: $28,3622016Revenue 2017: $47,273Expenses 2017: $48,480Net Income 2017: -$1,2072017Revenue 2018: $42,018Expenses 2018: $45,295Net Income 2018: -$3,2772018Revenue 2019: $27,347Expenses 2019: $18,392Net Income 2019: $8,9552019Revenue 2020: $53,664Expenses 2020: $62,626Net Income 2020: -$8,9622020Revenue 2021: $61,704Expenses 2021: $51,931Net Income 2021: $9,7732021Revenue 2022: $77,437Expenses 2022: $54,058Net Income 2022: $23,3792022Revenue 2023: $63,549Expenses 2023: $87,707Net Income 2023: -$24,1582023Revenue 2024: $73,513Expenses 2024: $58,819Net Income 2024: $14,6942024

Highlighted filing

2017

Revenue$47,273
Expenses$48,480
Net Income-$1,207
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$47,273
Mission and Program Overview

Mission

To provide opportunities for enhanced student learning, foster teacher creativity and recognize the exceptional educators in missoula county public schools.

Program Services

DescriptionGrantsExpenses
CREATIVE CLASSROOM GRANTS AWARDED PER TEACHER APPLICATION.-$15,316
SCHOLARSHIP AWARDS TO OUTSTANDING HIGH SCHOOL STUDENTS-$3,008
RECOGNITION OF OUTSTANDING TEACHERS BY STUDENT BOARD.-$2,513
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM CLARKPast Preside-$0--
MELANIE CHARLSONVice Preside-$0--
MICKI FREDERIKSONTreasurer-$0--
JILL TABERPresident-$0--
CHRIS NOWLENSecretary-$0--
BRENDAN BRIGGSBoard-$0--
LAURA HASSMAN SCOVILLEBoard-$0--
MICHELLE GRAYBoard-$0--
MIKE WILLIAMSBoard-$0--
CARLA GETZBoard-$0--
Filing and Contact Details

Filer

Filer Name
Missoula Education Foundation
EIN
81-0514370
Address
PO BOX 1775, MISSOULA, MT 59806

Signing Officer

Name
Jill Taber
Title
President
Signed
2018-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Campbell & Associates Pc
Address
2505 SOUTH RUSSELL STREET, MISSOULA, MT 59801-7917
Preparer
Micki Frederikson
Phone
4067289288
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Fundraiser/silent auction cost of goods sold 1,834 expenses advertising 426 office supplies 448 website 510 telecommunications 406 mileage 13 meals 9 insurance 1,196 teacher recognition award 1,107 creative classroom awards 13,292 scholarship awards 2,000 dues & memberships 285 licenses 20 supplies 1,005 bank & credit card fees 39 total 22,590

Form 990-ez, Part II, Line 24

Endowment fund 46,523 46,536 total 46,523 46,536

Form 990-ez, Part II, Line 26

Payroll taxes payable 0 400

Form 990-ez, Part III

To provide opportunities for enhanced student learning, foster teacher creativity and recognize the exceptional educators in missoula county public schools.

Raw XML Appendix184 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/USAddress/AddressLine1Txt02505 SOUTH RUSSELL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073805
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE CHARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICKI FREDERIKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JILL TABER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS NOWLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRENDAN BRIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAURA HASSMAN SCOVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CARLA GETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt046523
IRS990EZ/OtherAssetsTotalDetail/EOYAmt046536
IRS990EZ/OtherExpensesTotalAmt022590
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE OPPORTUNITIES FOR ENHANCED STUDENT LEARNING, FOSTER TEACHER CREATIVITY AND RECOGNIZE THE EXCEPTIONAL EDUCATORS IN MISSOULA COUNTY PUBLIC SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt0499
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CREATIVE CLASSROOM GRANTS AWARDED PER TEACHER APPLICATION.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIP AWARDS TO OUTSTANDING HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015316
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12513
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23008
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020156
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt07521
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048480
IRS990EZ/TotalProgramServiceExpensesAmt020837
IRS990EZ/TotalRevenueAmt047273
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MISSOULAEDFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0121034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07534
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04264
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016935
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0137969
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012829
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029974
IRS990ScheduleA/Total509Grp/TotalAmt0137969
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt033432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029974
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0137974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDRAISER/SILENT AUCTION COST OF GOODS SOLD 1,834 EXPENSES ADVERTISING 426 OFFICE SUPPLIES 448 WEBSITE 510 TELECOMMUNICATIONS 406 MILEAGE 13 MEALS 9 INSURANCE 1,196 TEACHER RECOGNITION AWARD 1,107 CREATIVE CLASSROOM AWARDS 13,292 SCHOLARSHIP AWARDS 2,000 DUES & MEMBERSHIPS 285 LICENSES 20 SUPPLIES 1,005 BANK & CREDIT CARD FEES 39 TOTAL 22,590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENDOWMENT FUND 46,523 46,536 TOTAL 46,523 46,536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAXES PAYABLE 0 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE OPPORTUNITIES FOR ENHANCED STUDENT LEARNING, FOSTER TEACHER CREATIVITY AND RECOGNIZE THE EXCEPTIONAL EDUCATORS IN MISSOULA COUNTY PUBLIC SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL TABER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MISSOULA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MISS
ReturnHeader/Filer/EIN0810514370
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1775
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059806
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.146.189.180
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:31:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810468085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAMPBELL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02505 SOUTH RUSSELL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0598017917
ReturnHeader/PreparerPersonGrp/PhoneNum04067289288
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICKI FREDERIKSON
ReturnHeader/ReturnTs02018-11-12T08:31:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.03$1.03$0.74$0.59$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.04$0.84$0.64$0.88$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.18$1.08$0.77$0.54$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.19$0.92$0.62$0.52$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.08$0.72$0.54$0.63$0.09
2019Summary only. Only limited summary data is available for this year.$0.76$0.02$0.27$0.18$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.42$0.45$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.47$0.48$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.74$0.54$0.26$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.14$0.45$0.14$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.16$0.67$0.37$0.17$0.20
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.15$0.47$0.30$0.24$0.06
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.24$0.41$0.76$0.73$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.16$0.38$0.83$0.46$0.37
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.15$0.01$0.31$0.33$0.03