Civic Intelligence

Ravalli County Economic Development Authority

990 • Fiscal year 2016 • EIN 81-0515595

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 02, 2016

Organization ProfileWWW.RCEDA.ORG
274 Old Corvallis Rd No Ste AHamilton, MT 59840

(406) 375-9416

Siviq Scores

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

Liabilities / Assets

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.54x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

23rd percentile

$47,042

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

210%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$5,271,555

Up $639,881 (+14%) from 2015

Net Assets

Up

$4,720,475

Up $695,226 (+17%) from 2015

Liabilities

Down

$551,080

Down $55,345 (-9.1%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin95th percentile

Revenue

Up

$1,018,269

Up $689,937 (+210%) from 2015

Expenses

Up

$323,043

Up $34,068 (+12%) from 2015

Net Income

Up

$695,226

Up $655,869 (+1666%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,003,153Liabilities 2011: $297,582Net Assets 2011: $3,705,5712011Assets 2012: $4,189,291Liabilities 2012: $366,265Net Assets 2012: $3,823,0262012Assets 2013: $4,249,456Liabilities 2013: $506,021Net Assets 2013: $3,743,4352013Assets 2014: $4,615,822Liabilities 2014: $629,930Net Assets 2014: $3,985,8922014Assets 2015: $4,631,674Liabilities 2015: $606,425Net Assets 2015: $4,025,2492015Assets 2016: $5,271,555Liabilities 2016: $551,080Net Assets 2016: $4,720,4752016Assets 2017: $5,357,049Liabilities 2017: $665,918Net Assets 2017: $4,691,1312017Assets 2018: $5,461,347Liabilities 2018: $652,973Net Assets 2018: $4,808,3742018Assets 2019: $5,613,345Liabilities 2019: $971,373Net Assets 2019: $4,641,9722019Assets 2020: $5,730,698Liabilities 2020: $972,812Net Assets 2020: $4,757,8862020Assets 2021: $5,830,645Liabilities 2021: $976,775Net Assets 2021: $4,853,8702021Assets 2022: $5,790,854Liabilities 2022: $903,503Net Assets 2022: $4,887,3512022Assets 2023: $5,774,759Liabilities 2023: $852,865Net Assets 2023: $4,921,8942023Assets 2024: $5,746,259Liabilities 2024: $808,633Net Assets 2024: $4,937,6262024Assets 2025: $6,922,977Liabilities 2025: $1,881,859Net Assets 2025: $5,041,1182025

Highlighted filing

2016

Assets$5,271,555
Liabilities$551,080
Net Assets$4,720,475
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $339,118Expenses 2011: $267,799Net Income 2011: $71,3192011Expenses 2012: $266,1352012Expenses 2013: $425,3672013Revenue 2014: $536,063Expenses 2014: $294,428Net Income 2014: $241,6352014Revenue 2015: $328,332Expenses 2015: $288,975Net Income 2015: $39,3572015Revenue 2016: $1,018,269Expenses 2016: $323,043Net Income 2016: $695,2262016Revenue 2017: $286,788Expenses 2017: $316,132Net Income 2017: -$29,3442017Revenue 2018: $358,306Expenses 2018: $244,563Net Income 2018: $113,7432018Revenue 2019: $473,445Expenses 2019: $639,847Net Income 2019: -$166,4022019Revenue 2020: $399,104Expenses 2020: $283,190Net Income 2020: $115,9142020Revenue 2021: $420,131Expenses 2021: $324,147Net Income 2021: $95,9842021Revenue 2022: $263,981Expenses 2022: $230,500Net Income 2022: $33,4812022Revenue 2023: $383,902Expenses 2023: $349,359Net Income 2023: $34,5432023Revenue 2024: $430,835Expenses 2024: $424,383Net Income 2024: $6,4522024Revenue 2025: $436,833Expenses 2025: $342,847Net Income 2025: $93,9862025

Highlighted filing

2016

Revenue$1,018,269
Expenses$323,043
Net Income$695,226
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 2, 2016
Return Version
2015v2.1
Gross Receipts
$1,018,269
Mission and Program Overview

Mission

Provide economic assistance to local businesses and entrepreneurs

Provide economic assistance to local business and entrepreneurs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,063,871$3,005,729▼ $58,142
Other Notes and Loans Receivable, Net$858,307$1,396,584▲ $538,277
Savings and Temporary Cash Investments$302,549$498,746▲ $196,197
Cash and Non-Interest-Bearing Accounts$135,887$80,437▼ $55,450
Accounts Receivable$6,416$20,752▲ $14,336
Total Assets$4,631,674$5,271,555▲ $639,881
Other Assets Total$264,644$269,307▲ $4,663
Liabilities
Mortgage Notes Payable Secured by Investment Property$577,928$528,032▼ $49,896
Other Liabilities$13,913$12,259▼ $1,654
Accounts Payable and Accrued Expenses$7,254$10,789▲ $3,535
Deferred Revenue$7,330--
Total Liabilities$606,425$551,080▼ $55,345
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,253,233$3,410,075▲ $2,156,842
Permanently Rstr Net Assets$1,220,000$1,220,000→ $0
Unrestricted Net Assets$1,552,016$90,400▼ $1,461,616
Total Net Assets Fund Balance$4,025,249$4,720,475▲ $695,226
Total Liabilities and Net Assets / Fund Balance$4,631,674$5,271,555▲ $639,881

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,783,028$386,446$2,169,474
Land$1,220,000-$1,220,000
Equipment$2,701$8,470$11,171
Other Assets Org$12,259--
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Julie FosterExecutive DirectorFT$47,042$47,042

Board Members and Trustees

NameTitle
Ryan OsterChairperson
Kay ClevidenceVice Chair
Allen BjergoCommissioner
Edward GreefCommissioner
Owen RobbinsCommissioner
Robert ThomasCommissioner
Robert WhalenCommissioner
Teri PolumskyCommissioner
Rick FuhrmanCommissioner (former)
Scott HendersonCommissioner (former)
Doug DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$816,478
Program Service Revenue
$193,747
Investment Income
$7,492
Other Revenue
$552
All Other Contributions
$17,953
Change in Net Assets
$695,226

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,018,269
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,018,269
Total Revenue per Form 990
$1,018,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$226,019
Salaries, Compensation, and Employee Benefits$97,024
Total Fundraising Expense$20,603
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$52,997$4,676$4,676$62,349
Current Officers, Directors, Trustees, and Key Employees$39,889$3,520$3,520$46,929
Fees for Services Other$37,216$3,282$3,282$43,780
Other Salaries and Wages$36,406$3,212$3,212$42,830
Occupancy$27,547$2,430$2,430$32,407
Interest$10,682$943$943$12,568
Fees for Services Accounting$7,394$653$653$8,700
Payroll Taxes$6,175$545$545$7,265
Travel$4,542$401$401$5,344
Office Expenses$1,445$128$128$1,701
Fees for Services Legal$532$46$46$624
Other Expenses$134$12$12$158
Total Functional Expenses$278,212$24,228$20,603$323,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$323,043
Total Expenses per Audited Statements$323,043
Total Expenses per Form 990$323,043
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Fund Payable$12,259
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 11

“The 990 is reveiwed by the finance committee to provide input and recommendations for the governing board with regard to the information contained within.”

Form 990, Part VI, Section B, Line 12C

“When a conflict of interest is identified, the board is polled and appropriate steps are taken.”

Form 990, Part VI, Section B, Line 15

“The organization's board of directors reviews compensation packages. The board represents a cross-section of the area's business leaders. Board independence is required and all decisions are documented in the board minutes.”

Form 990, Part VI, Section C, Line 19

“All governing documents and financial information is available upon request at the organization's place of business, during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Ravalli County Economic Development
EIN
81-0515595
Phone
4063759416
Address
274 OLD CORVALLIS RD NO STE A, HAMILTON, MT 59840

Signing Officer

Name
Julie Foster
Title
Executive Director
Phone
4063759416
Signed
2016-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Foster
Formed
1997
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
11

Preparer

Firm
Junkermierclarkcampanellastevens Pc
Address
PO BOX 16237, MISSOULA, MT 59808
Preparer
Drew Rieker CPA
Phone
4065494148
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Admin service: program service expenses 16,275. Management and general expenses 1,436. Fundraising expenses 1,436. Total expenses 19,147. Other services: program service expenses 842. Management and general expenses 74. Fundraising expenses 74. Total expenses 990. Rec maintenance: program service expenses 2,635. Management and general expenses 232. Fundraising expenses 232. Total expenses 3,099. Janitorial: program service expenses 14,557. Management and general expenses 1,284. Fundraising expenses 1,284. Total expenses 17,125. Grounds maintenance: program service expenses 2,907. Management and general expenses 256. Fundraising expenses 256. Total expenses 3,419.”

Form 990, Part XII, Line 2C

“The organization has not changed its process for the review and approval of the audited financial statements from the prior year.”

Raw XML AppendixShowing 400 of 502 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07254
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010789
IRS990/AccountsReceivableGrp/BOYAmt06416
IRS990/AccountsReceivableGrp/EOYAmt020752
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE ECONOMIC ASSISTANCE TO LOCAL BUSINESS AND ENTREPRENEURS.
IRS990/AllOtherContributionsAmt017953
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RAVALLI COUNTY EDA
IRS990/BooksInCareOfDetail/PhoneNum04063759416
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0274 OLD CORVALLIS RD STE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059840
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0135887
IRS990/CashNonInterestBearingGrp/EOYAmt080437
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt03520
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03520
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt039889
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt046929
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0816478
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07492
IRS990/CYOtherExpensesAmt0226019
IRS990/CYOtherRevenueAmt0552
IRS990/CYProgramServiceRevenueAmt0193747
IRS990/CYRevenuesLessExpensesAmt0695226
IRS990/CYSalariesCompEmpBnftPaidAmt097024
IRS990/CYTotalExpensesAmt0323043
IRS990/CYTotalFundraisingExpenseAmt020603
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01018269
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt07330
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt04676
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04676
IRS990/DepreciationDepletionGrp/ProgramServicesAmt052997
IRS990/DepreciationDepletionGrp/TotalAmt062349
IRS990/Desc0ASSIST BUSINESSES IN SECURING FINANCING THAT CAN HELP DEVELOP INFRASTRUCTURE, SUPPORT GROWTH OF EXISTING COMPANIES AND NURTURE NEW COMPANY FORMATION, AND WORK TO EXPAND EARLY-STAGE BUSINESS CAPITAL RESOURCES FOR YOUNG COMPANIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0220922
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0653
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0653
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07394
IRS990/FeesForServicesAccountingGrp/TotalAmt08700
IRS990/FeesForServicesLegalGrp/FundraisingAmt046
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt046
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0532
IRS990/FeesForServicesLegalGrp/TotalAmt0624
IRS990/FeesForServicesOtherGrp/FundraisingAmt03282
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03282
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt037216
IRS990/FeesForServicesOtherGrp/TotalAmt043780
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm1RYAN OSTER
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT WHALEN
IRS990/Form990PartVIISectionAGrp/PersonNm4KAY CLEVIDENCE
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ALLEN BJERGO
IRS990/Form990PartVIISectionAGrp/PersonNm7RICK FUHRMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8EDWARD GREEF
IRS990/Form990PartVIISectionAGrp/PersonNm9OWEN ROBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm10TERI POLUMSKY
IRS990/Form990PartVIISectionAGrp/PersonNm11JULIE FOSTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1147042
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMISSIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMISSIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMISSIONER (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMISSIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMISSIONER (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt8COMMISSIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt9COMMISSIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt10COMMISSIONER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0798525
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01018269
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/FundraisingAmt0943
IRS990/InterestGrp/ManagementAndGeneralAmt0943
IRS990/InterestGrp/ProgramServicesAmt010682
IRS990/InterestGrp/TotalAmt012568
IRS990/InvestmentIncomeGrp/ExclusionAmt07492
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07492
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0394916
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03063871
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03005729
IRS990/LandBldgEquipCostOrOtherBssAmt03400645
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE ECONOMIC ASSISTANCE TO LOCAL BUSINESS AND ENTREPRENEURS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0577928
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0528032
IRS990/NetAssetsOrFundBalancesBOYAmt04025249
IRS990/NetAssetsOrFundBalancesEOYAmt04720475
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02430
IRS990/OccupancyGrp/ManagementAndGeneralAmt02430
IRS990/OccupancyGrp/ProgramServicesAmt027547
IRS990/OccupancyGrp/TotalAmt032407
IRS990/OfficeExpensesGrp/FundraisingAmt0128
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0128
IRS990/OfficeExpensesGrp/ProgramServicesAmt01445
IRS990/OfficeExpensesGrp/TotalAmt01701
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0264644
IRS990/OtherAssetsTotalGrp/EOYAmt0269307
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT - RCEDA
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2OFFICE SUPPLIES AND EQU
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt0411
IRS990/OtherExpensesGrp/FundraisingAmt1344
IRS990/OtherExpensesGrp/FundraisingAmt212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03573
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1463
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2344
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt312
IRS990/OtherExpensesGrp/ProgramServicesAmt044065
IRS990/OtherExpensesGrp/ProgramServicesAmt15293
IRS990/OtherExpensesGrp/ProgramServicesAmt23895
IRS990/OtherExpensesGrp/ProgramServicesAmt3134
IRS990/OtherExpensesGrp/TotalAmt047638
IRS990/OtherExpensesGrp/TotalAmt16167
IRS990/OtherExpensesGrp/TotalAmt24583
IRS990/OtherExpensesGrp/TotalAmt3158
IRS990/OtherLiabilitiesGrp/BOYAmt013913
IRS990/OtherLiabilitiesGrp/EOYAmt012259
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0552
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0552
IRS990/OtherRevenueTotalAmt0552
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03212
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03212
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036406
IRS990/OtherSalariesAndWagesGrp/TotalAmt042830
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0858307
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01396584
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0545
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0545
IRS990/PayrollTaxesGrp/ProgramServicesAmt06175
IRS990/PayrollTaxesGrp/TotalAmt07265
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01220000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01220000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JULIE FOSTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/BusinessCd2525990
IRS990/ProgramServiceRevenueGrp/Desc0LEASE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1FEES FOR SERVICE
IRS990/ProgramServiceRevenueGrp/Desc2LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt083615
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159929
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt250203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt083615
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159929
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt250203
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATE BUSINESS INCUBATOR AND PROVIDE ENTREPRENEURIAL SUPPORT SERVICES AND HELP CREATE THE INFRASTRUCTURE FOR A "KNOWLEDGE-BASED ECONOMY".
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057290
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt083615
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt079752
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07271
IRS990/PYOtherExpensesAmt0192133
IRS990/PYOtherRevenueAmt0463
IRS990/PYProgramServiceRevenueAmt0240846
IRS990/PYRevenuesLessExpensesAmt039357
IRS990/PYSalariesCompEmpBnftPaidAmt096842
IRS990/PYTotalExpensesAmt0288975
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0328332
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0695226
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0110132
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0302549
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0498746
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0817030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt079752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0311045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0134810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0174992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01517629
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07271
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05146
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0193747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0240846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0219846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0210966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0208598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01074003
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019909
IRS990ScheduleA/InvestmentIncomeCYPct00.00760
IRS990ScheduleA/InvestmentIncomePYPct00.00640
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99240
IRS990ScheduleA/PublicSupportPY509Pct00.99360
IRS990ScheduleA/PublicSupportTotal509Amt02591632
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01010777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0320598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0530891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0345776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0383590
IRS990ScheduleA/Total509Grp/TotalAmt02591632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01018269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0327869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0536037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0345776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0383590
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02611541
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01783028
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0386446
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02169474
IRS990ScheduleD/EquipmentGrp/BookValueAmt02701
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08470
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011171
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0323043
IRS990ScheduleD/LandGrp/BookValueAmt01220000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01220000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0257048
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt112259
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REBATE RECEIVABLE - CITY OF HAMILTON
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1AGENCY FUNDS HELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUND PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01018269
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03005729
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0269307
IRS990ScheduleD/TotalExpensesPerForm990Amt0323043
IRS990ScheduleD/TotalLiabilityAmt012259
IRS990ScheduleD/TotalRevenuePerForm990Amt01018269

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,271,555
Liabilities
$551,080
Net assets
$4,720,475
Revenue
$1,018,269
Expenses
$323,043
Net income
$695,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.92$1.88$5.04$0.44$0.34$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.81$4.94$0.43$0.42$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.85$4.92$0.38$0.35$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.90$4.89$0.26$0.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.98$4.85$0.42$0.32$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.97$4.76$0.40$0.28$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.97$4.64$0.47$0.64$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.65$4.81$0.36$0.24$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.67$4.69$0.29$0.32$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.27$0.55$4.72$1.02$0.32$0.70
2015Detailed filing. Detailed filing data is available for this year.$4.63$0.61$4.03$0.33$0.29$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.62$0.63$3.99$0.54$0.29$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.51$3.74$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.37$3.82$0.27
2011Summary only. Only limited summary data is available for this year.$4.00$0.30$3.71$0.34$0.27$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits