Civic Intelligence

Lower Flathead Valley Community Foundation Inc.

990 • Fiscal year 2014 • EIN 81-0516003

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

Organization ProfileLFVCF.COM
PO Box 255Ronan, MT 59864

(406) 676-0646

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

38th percentile

-0.8%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$2,491,351

Down $19,846 (-0.8%) from 2013

Net Assets

Down

$2,488,351

Down $19,846 (-0.8%) from 2013

Liabilities

Flat

$3,000

Flat from 2013

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin96th percentile

Revenue

Up

$540,655

Up $216,523 (+67%) from 2013

Expenses

Up

$153,039

Up $2,769 (+1.8%) from 2013

Net Income

Up

$387,616

Up $213,754 (+123%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,115,119Liabilities 2011: $3,000Net Assets 2011: $2,112,1192011Assets 2012: $2,234,120Liabilities 2012: $3,000Net Assets 2012: $2,231,1202012Assets 2013: $2,511,197Liabilities 2013: $3,000Net Assets 2013: $2,508,1972013Assets 2014: $2,491,351Liabilities 2014: $3,000Net Assets 2014: $2,488,3512014Assets 2015: $2,349,619Liabilities 2015: $3,000Net Assets 2015: $2,346,6192015Assets 2016: $2,378,049Liabilities 2016: $3,000Net Assets 2016: $2,375,0492016Assets 2017: $2,542,487Liabilities 2017: $3,000Net Assets 2017: $2,539,4872017Assets 2018: $2,388,251Liabilities 2018: $3,000Net Assets 2018: $2,385,2512018Assets 2019: $2,687,299Liabilities 2019: $3,000Net Assets 2019: $2,684,2992019Assets 2020: $2,894,048Liabilities 2020: $3,000Net Assets 2020: $2,891,0482020Assets 2021: $3,186,726Liabilities 2021: $3,001Net Assets 2021: $3,183,7252021Assets 2022: $2,654,470Liabilities 2022: $3,000Net Assets 2022: $2,651,4702022Assets 2023: $2,875,185Liabilities 2023: $3,000Net Assets 2023: $2,872,1852023Assets 2024: $3,029,797Liabilities 2024: $3,000Net Assets 2024: $3,026,7972024

Highlighted filing

2014

Assets$2,491,351
Liabilities$3,000
Net Assets$2,488,351
Open 2014 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $553,903Expenses 2011: $104,085Net Income 2011: $449,8182011Expenses 2012: $125,0122012Revenue 2013: $324,132Expenses 2013: $150,270Net Income 2013: $173,8622013Revenue 2014: $540,655Expenses 2014: $153,039Net Income 2014: $387,6162014Revenue 2015: $101,411Expenses 2015: $145,437Net Income 2015: -$44,0262015Revenue 2016: $21,766Expenses 2016: $132,170Net Income 2016: -$110,4042016Revenue 2017: $114,536Expenses 2017: $145,913Net Income 2017: -$31,3772017Revenue 2018: $213,878Expenses 2018: $147,735Net Income 2018: $66,1432018Revenue 2019: $118,949Expenses 2019: $148,230Net Income 2019: -$29,2812019Revenue 2020: $154,583Expenses 2020: $157,047Net Income 2020: -$2,4642020Revenue 2021: $400,960Expenses 2021: $151,896Net Income 2021: $249,0642021Revenue 2022: $121,819Expenses 2022: $179,119Net Income 2022: -$57,3002022Revenue 2023: $126,700Expenses 2023: $184,807Net Income 2023: -$58,1072023Revenue 2024: $353,966Expenses 2024: $235,981Net Income 2024: $117,9852024

Highlighted filing

2014

Revenue$540,655
Expenses$153,039
Net Income$387,616
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Gross Receipts
$540,655
Mission and Program Overview

Mission

Support local worthwhile community projects with income from a permanent endowment fund on the flathead indian reservation and the surrounding area

Support local worthwhile community projects with income from a permanent endowment fund on theflathead indian reservation and the surrounding area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,213,955$2,424,956▲ $211,001
Savings and Temporary Cash Investments$249,077--
Cash and Non-Interest-Bearing Accounts$48,165$66,395▲ $18,230
Total Assets$2,511,197$2,491,351▼ $19,846
Liabilities
Other Liabilities$3,000$3,000→ $0
Total Liabilities$3,000$3,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,462,108$1,474,761▲ $12,653
Permanently Rstr Net Assets$1,000,000$1,000,000→ $0
Temporarily Rstr Net Assets$46,089$13,590▼ $32,499
Total Net Assets Fund Balance$2,508,197$2,488,351▼ $19,846
Total Liabilities and Net Assets / Fund Balance$2,511,197$2,491,351▼ $19,846

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,166$5,166

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$10,000,000---$10,000,000
2013$1,000,000---$1,000,000
2012$10,000,000---$10,000,000
2011$1,000,000---$1,000,000
2010$1,000,000---$1,000,000
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Mark MacdonaldPast President
Germaine WhitePresident
Don Olsson JrVice President
Bob GauthierBoard Member
Dr Mary StranahanBoard Member
Carlene BockmanSecretary
Rod JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,477
Program Service Revenue
$0
Investment Income
$478,248
Other Revenue
$53,930
Change in Net Assets
$387,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,185
Other Expenses$26,654
Salaries, Compensation, and Employee Benefits$7,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$119,185--$119,185
Fees for Service Investment Mgmnt Fees-$19,066-$19,066
Other Salaries and Wages-$7,200-$7,200
Fees for Services Accounting-$2,399-$2,399
Insurance-$2,084-$2,084
Office Expenses-$1,875-$1,875
Fees for Services Legal-$563-$563
Information Technology-$368-$368
Other Expenses-$299-$299
Total Functional Expenses$119,185$33,854$0$153,039
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
All Others Under 5000----
Boys and Girls Club of Lake CoRonan, MT---
Jocko Valley TrailsArlee, MT---
Mission Valley MarinersPolson, MT---
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Simkins Annuity$3,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
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
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 governing body review Part VI line 11

“Treasuer signs and reviews the 990 the tax return.”

Governing documents etc available to public Part VI line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lower Flathead Valley Community Foundation
EIN
81-0516003
Address
PO BOX 255, RONAN, MT 59864

Signing Officer

Name
Rodney K Johnson
Title
Treasurer
Phone
4066760646
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Bergh & Devries Cpas Pllp
Address
405 FIRST STREET WEST, POLSON, MT 59860
Preparer
Pat Devries
Phone
4068839250
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING”

Raw XML Appendix374 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.

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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01000000
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05166
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05166
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SIMKINS ANNUITY
IRS990ScheduleD/TotalLiabilityAmt03000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOYS AND GIRLS CLUB OF LAKE CO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MISSION VALLEY MARINERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JOCKO VALLEY TRAILS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ALL OTHERS UNDER 5000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt063055 US HIGHWAY 93
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1396
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2POW WOW ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RONAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1POLSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ARLEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059864
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd159860
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd259821
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SECRETARY KEEPS RECORDS OF DONATIONS GIVEN AND THE GRANT APPLICATIONS RECEIVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASUER SIGNS AND REVIEWS THE 990 THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt046089
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt013590
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02491351
IRS990/TotalAssetsGrp/BOYAmt02511197
IRS990/TotalAssetsGrp/EOYAmt02491351
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08477
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033854
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0119185
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153039
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03000
IRS990/TotalLiabilitiesEOYAmt03000
IRS990/TotalLiabilitiesGrp/BOYAmt03000
IRS990/TotalLiabilitiesGrp/EOYAmt03000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02508197
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02488351
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0119185
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0532178
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0540655
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02511197
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02491351
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01462108
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01474761
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0LFVCF.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RODNEY K JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04066760646
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER FLATHEAD VALLEY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0810516003
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 255
ReturnHeader/Filer/USAddress/CityNm0RONAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059864
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203948676
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGH & DEVRIES CPAS PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 FIRST STREET WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POLSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059860
ReturnHeader/PreparerPersonGrp/PhoneNum04068839250
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAT DEVRIES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-13T16:08:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,491,351
Liabilities
$3,000
Net assets
$2,488,351
Revenue
$540,655
Expenses
$153,039
Net income
$387,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.03$0.35$0.24$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.87$0.13$0.18$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.12$0.18$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.18$0.40$0.15$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.00$2.89$0.15$0.16$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.68$0.12$0.15$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.21$0.15$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.11$0.15$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.00$2.38$0.02$0.13$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.54$0.15$0.39
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.32$0.15$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.13
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$2.11$0.55$0.10$0.45