Civic Intelligence

L Heart Foundation Inc.

990PF • Fiscal year 2014 • EIN 81-0522506

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 31, 2015

PO Box 339Mcallister, MT 59740

(406) 682-4424

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

124%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,587,431

Up $246,817 (+18%) from 2013

Net Assets

$1,587,431

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$327,759

Up $181,570 (+124%) from 2013

Expenses

Down

$80,588

Down $31,350 (-28%) from 2013

Net Income

Up

$247,171

Up $212,920 (+622%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,331,432Liabilities 2011: $02011Assets 2012: $1,306,363Liabilities 2012: $02012Assets 2013: $1,340,614Liabilities 2013: $02013Assets 2014: $1,587,431Liabilities 2014: $0Net Assets 2014: $1,587,4312014Assets 2015: $1,506,605Liabilities 2015: $0Net Assets 2015: $1,506,6052015Assets 2016: $1,440,465Liabilities 2016: $0Net Assets 2016: $1,440,4652016Assets 2017: $1,439,638Liabilities 2017: $0Net Assets 2017: $1,439,6382017Assets 2018: $1,519,627Liabilities 2018: $0Net Assets 2018: $1,519,6272018Assets 2019: $1,388,183Liabilities 2019: $0Net Assets 2019: $1,388,1832019Assets 2020: $1,338,762Liabilities 2020: $0Net Assets 2020: $1,338,7622020Assets 2021: $1,246,738Liabilities 2021: $0Net Assets 2021: $1,246,7382021Assets 2022: $4,165,717Liabilities 2022: $0Net Assets 2022: $4,165,7172022Assets 2023: $4,513,932Liabilities 2023: $0Net Assets 2023: $4,513,9322023Assets 2024: $4,840,171Liabilities 2024: $10,000Net Assets 2024: $4,830,1712024

Highlighted filing

2014

Assets$1,587,431
Liabilities$0
Net Assets$1,587,431

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $46,583Expenses 2011: $53,320Net Income 2011: -$6,7372011Revenue 2012: $68,331Expenses 2012: $93,400Net Income 2012: -$25,0692012Revenue 2013: $146,189Expenses 2013: $111,938Net Income 2013: $34,2512013Revenue 2014: $327,759Expenses 2014: $80,588Net Income 2014: $247,1712014Revenue 2015: $7,068Expenses 2015: $87,894Net Income 2015: -$80,8262015Revenue 2016: $40,380Expenses 2016: $106,520Net Income 2016: -$66,1402016Revenue 2017: $92,699Expenses 2017: $93,526Net Income 2017: -$8272017Revenue 2018: $183,989Expenses 2018: $104,000Net Income 2018: $79,9892018Revenue 2019: $15,614Expenses 2019: $147,058Net Income 2019: -$131,4442019Revenue 2020: $51,885Expenses 2020: $101,306Net Income 2020: -$49,4212020Revenue 2021: $49,241Expenses 2021: $141,265Net Income 2021: -$92,0242021Revenue 2022: $3,110,197Expenses 2022: $191,218Net Income 2022: $2,918,9792022Revenue 2023: $607,850Expenses 2023: $259,635Net Income 2023: $348,2152023Revenue 2024: $629,314Expenses 2024: $313,075Net Income 2024: $316,2392024

Highlighted filing

2014

Revenue$327,759
Expenses$80,588
Net Income$247,171
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 31, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINN W KRIEGDirector-$0--
KEVIN KRIEGDirector-$0--
PENELOPE M HENNINGDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCEnnis, MT, US$32,500
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCBozeman, MT, US$5,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCEnnis, MT, US$5,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCMissoula, MT, US$5,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCBelgrade, MT, US$5,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCCozumel Centro, Cozumel, MX$5,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCEnnis, MT, US$5,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCPalm Desert, CA, US$5,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCHelena, MT, US$3,000
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCBozeman, MT, US$2,500
Paid Grant-FURTHER TAX EXEMPT PURPOSEPCWashington DC, DC, US$1,000
Filing and Contact Details

Filer

Filer Name
L Heart Foundation Inc
EIN
81-0522506
Phone
4066824424
Address
PO BOX 339, MCALLISTER, MT 59740

Signing Officer

Name
Linn W Krieg
Title
Director
Signed
2015-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Holmes & Turner
Address
1283 N 14th Avenue Ste 201, Bozeman, MT 59715
Preparer
Laura Thomas
Phone
4065874265
Raw XML Appendix323 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0925
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0925
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0925
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt052040
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0275719
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt052040
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0275719
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0327759
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0925
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0327759
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0275719
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt074000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt074000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt052040
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052040
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052040
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0247171
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0835701
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0275719
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0321171
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0275719
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05648
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05648
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0327759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt080588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt080588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0327759
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0327759
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06588
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06588
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0275719
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0275719
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0247171
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0354
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01587785
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01340614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01587431
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099231
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099231
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099231
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0105654
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06423
IRS990PF/DistributableAmountGrp/TotalTaxAmt06423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02800
IRS990PF/FMVAssetsEOYAmt02136550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01340614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01587431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02136550
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01340614
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01587431
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02136550
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01340614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01587431
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01340614
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01587431
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01340614
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01587431
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02145251
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02145251
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032179
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0105654
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02113072
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02145251
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINN W KRIEG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEVIN KRIEG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PENELOPE M HENNING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 160
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2BOX 1024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MCALLISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MCALLISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOZEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd059740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd159740
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd259771
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt080588
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt080588
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt080588
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 160
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MCALLISTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059740
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LINN W KRIEG
IRS990PF/StatementsRegardingActyGrp/PhoneNum04066824424
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10FURTHER TAX EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt055 Avenida entre Avenida Juarez y c
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Cozumel Centro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0MX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd077600 Cozumel,
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0Cozumel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MADISON VALLEY HOSPITAL FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Madison Valley Ranch Land Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MONTANA FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5LA CASA MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6MADISON VALLEY AQUATIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7The Nature Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8National Parks Constructoin Associa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Tools for Tomorrow
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Montana Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt032 S Rouse Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1305 North Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35625 Expressway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4230 Arden Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt565 Us Highway 287
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt640 E Main St 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7777 6th Street NW Suite 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt842-600 Cook Street 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9225 N Roberts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bozeman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Ennis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Ennis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Missoula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Belgrade
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Ennis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Bozeman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Washington DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Palm Desert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Helena
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359808
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459714
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd659715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd720001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd959620
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018028
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt062560
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099231
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080588
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081203
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt062560
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt015
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt015
TaxesSchedule/TaxesDetail/Amt02800
TaxesSchedule/TaxesDetail/Amt12816
TaxesSchedule/TaxesDetail/Amt232
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02800
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12816
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt232
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12816
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt232
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINN W KRIEG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L HEART FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LHEA
ReturnHeader/Filer/EIN0810522506
ReturnHeader/Filer/PhoneNum04066824424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 339
ReturnHeader/Filer/USAddress/CityNm0MCALLISTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holmes & Turner
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01283 N 14th Avenue Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065874265
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Thomas
ReturnHeader/ReturnTs02015-08-31T15:37:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.83$0.63$0.31$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.61$0.26$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$3.11$0.19$2.92
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.14$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.02$0.15$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.18$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.04$0.11$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.01$0.09$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.33$0.08$0.25
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.15$0.11$0.03
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.09$0.03
2011Summary only. Only limited summary data is available for this year.$1.33$0.00$0.05$0.05$0.01