Civic Intelligence

Valley County Community Foundation Inc.

990 • Fiscal year 2015 • EIN 81-0526746

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

Organization ProfileWWW.VALLEYCOUNTYCF.NET
PO Box 304Glasgow, MT 59230-0304

(406) 228-8261

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.25x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

1.44x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

53%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$775,513

Up $105,189 (+16%) from 2014

Net Assets

Up

$584,543

Up $111,875 (+24%) from 2014

Liabilities

Down

$190,970

Down $6,686 (-3.4%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin96th percentile

Revenue

Up

$132,171

Up $45,831 (+53%) from 2014

Expenses

Down

$33,488

Down $26,349 (-44%) from 2014

Net Income

Up

$98,683

Up $72,180 (+272%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $500,817Liabilities 2010: $174,789Net Assets 2010: $326,0282010Assets 2011: $478,826Liabilities 2011: $163,198Net Assets 2011: $315,6282011Assets 2012: $519,530Liabilities 2012: $173,044Net Assets 2012: $346,4862012Assets 2013: $599,853Liabilities 2013: $197,200Net Assets 2013: $402,6532013Assets 2014: $670,324Liabilities 2014: $197,656Net Assets 2014: $472,6682014Assets 2015: $775,513Liabilities 2015: $190,970Net Assets 2015: $584,5432015Assets 2016: $800,942Liabilities 2016: $182,981Net Assets 2016: $617,9612016Assets 2017: $1,180,812Liabilities 2017: $202,582Net Assets 2017: $978,2302017Assets 2018: $1,139,384Liabilities 2018: $180,102Net Assets 2018: $959,2822018Assets 2019: $1,302,397Liabilities 2019: $199,095Net Assets 2019: $1,103,3022019Assets 2020: $1,472,218Liabilities 2020: $217,289Net Assets 2020: $1,254,9292020Assets 2021: $1,680,037Liabilities 2021: $243,982Net Assets 2021: $1,436,0552021Assets 2022: $1,452,096Liabilities 2022: $200,922Net Assets 2022: $1,251,1742022Assets 2023: $1,503,819Liabilities 2023: $212,099Net Assets 2023: $1,291,7202023Assets 2024: $1,639,118Liabilities 2024: $229,010Net Assets 2024: $1,410,1082024

Highlighted filing

2015

Assets$775,513
Liabilities$190,970
Net Assets$584,543
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$200K$0-$200KExpenses 2010: $12,2422010Expenses 2011: $22,7172011Expenses 2012: $18,8912012Revenue 2013: $21,207Expenses 2013: $22,486Net Income 2013: -$1,2792013Revenue 2014: $86,340Expenses 2014: $59,837Net Income 2014: $26,5032014Revenue 2015: $132,171Expenses 2015: $33,488Net Income 2015: $98,6832015Revenue 2016: $49,784Expenses 2016: $141,580Net Income 2016: -$91,7962016Revenue 2017: $302,368Expenses 2017: $224,045Net Income 2017: $78,3232017Revenue 2018: $65,202Expenses 2018: $184,147Net Income 2018: -$118,9452018Revenue 2019: $55,630Expenses 2019: $89,886Net Income 2019: -$34,2562019Revenue 2020: $76,670Expenses 2020: $88,937Net Income 2020: -$12,2672020Revenue 2021: $60,478Expenses 2021: $116,656Net Income 2021: -$56,1782021Revenue 2022: $52,401Expenses 2022: $99,607Net Income 2022: -$47,2062022Revenue 2023: $33,633Expenses 2023: $131,522Net Income 2023: -$97,8892023Revenue 2024: $32,742Expenses 2024: $88,341Net Income 2024: -$55,5992024

Highlighted filing

2015

Revenue$132,171
Expenses$33,488
Net Income$98,683
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Gross Receipts
$132,171
Mission and Program Overview

Mission

To educate the community on the value of philanthropy and to fund projects in five areas of common life in valley county: arts and culture, basic human needs, economic development, education, and natural resources and conservation.

To fund worthy projects in valley county, mt.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$607,910$596,960▼ $10,950
Savings and Temporary Cash Investments$62,414$178,553▲ $116,139
Total Assets$670,324$775,513▲ $105,189
Liabilities
Other Liabilities$197,656$190,970▼ $6,686
Total Liabilities$197,656$190,970▼ $6,686
Net Assets / Fund Balance
Permanently Rstr Net Assets$440,980$551,428▲ $110,448
Temporarily Rstr Net Assets$26,815$27,842▲ $1,027
Unrestricted Net Assets$4,873$5,273▲ $400
Total Net Assets Fund Balance$472,668$584,543▲ $111,875
Total Liabilities and Net Assets / Fund Balance$670,324$775,513▲ $105,189

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$596,960--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Kennneth OsterPresident
Gary WagemanVice President
Cynthia MarkleDirector
Doris LeaderDirector
Jean CarlsonDirector
Jon KliewerDirector
Sam WatersDirector
Shelley HopfaufDirector
Stacey CanenDirector
Darla LarsonSecretary
Margareta WalstadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,126
Program Service Revenue
$0
Investment Income
$45
Other Revenue
$0
All Other Contributions
$132,126
Change in Net Assets
$98,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,149
Other Expenses$1,339
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,649--$24,649
Grants to Domestic Individuals$7,500--$7,500
Office Expenses-$544-$544
Fees for Services Accounting-$350-$350
Information Technology-$265-$265
Other Expenses-$180-$180
Total Functional Expenses$32,149$1,339$0$33,488
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montana Community FoundationHelena, MT-Contributions of an Endowment to Support Our Operations.$8,149
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
Mcf Funds$190,970
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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

“Form 990 is reviewed at a regular board meeting.”

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

“Each board member has to disclose if they have any conflict of interest during grant award meetings.”

Form 990, Part VI, Section C, Line 19

“The organization's governings documents, conflict of interest policy and financial statments are available upon request.”

Filing and Contact Details

Filer

Filer Name
Valley County Community Foundation
EIN
81-0526746
Phone
4062288261
Address
PO BOX 304, GLASGOW, MT 59230-0304

Signing Officer

Name
Ken Oster
Title
President
Phone
4062288261
Signed
2016-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Oster
Formed
1999
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Chms Pc
Address
741 3RD AVE S, GLASGOW, MT 59230
Preparer
Richard a Wiens CPA
Phone
4062289391
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Valley county community foundation is the beneficiary of an agency endowment at montana community foundation and receives, annually, an endowment distribution to support our operations.”

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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/InvstProgramRelatedOrgGrp/BookValueAmt0596960
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MONTANA COMMUNITY FOUNDATION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0190970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MCF FUNDS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0VALLEY COUNTY COMMUNITY FOUNDATION IS THE BENEFICIARY OF AN AGENCY ENDOWMENT AT MONTANA COMMUNITY FOUNDATION AND RECEIVES, ANNUALLY, AN ENDOWMENT DISTRIBUTION TO SUPPORT OUR OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0596960
IRS990ScheduleD/TotalLiabilityAmt0190970
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS ATTENDING EITHER A TWO OR FOUR YEAR SECONDARY SCHOOL. ASSISTANCE IS PAID DIRECTLY TO THE SCHOOL THAT THE STUDENT IS ATTENDING.
IRS990ScheduleI/RecipientTable/CashGrantAmt08149
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTRIBUTIONS OF AN ENDOWMENT TO SUPPORT OUR OPERATIONS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTANA COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0810450150
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 N LAST CHANCE GULCH SUITE 1
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HELENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059601
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS ARE REQUIRED TO COMPLETE A FORM TO SHOW THAT GRANT FUNDS WERE USED AS STATED IN THEIR APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AT A REGULAR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER HAS TO DISCLOSE IF THEY HAVE ANY CONFLICT OF INTEREST DURING GRANT AWARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNINGS DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt026815
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt027842
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0670324
IRS990/TotalAssetsEOYAmt0775513
IRS990/TotalAssetsGrp/BOYAmt0670324
IRS990/TotalAssetsGrp/EOYAmt0775513
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0132126
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01339
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032149
IRS990/TotalFunctionalExpensesGrp/TotalAmt033488
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0197656
IRS990/TotalLiabilitiesEOYAmt0190970
IRS990/TotalLiabilitiesGrp/BOYAmt0197656
IRS990/TotalLiabilitiesGrp/EOYAmt0190970
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0472668
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0584543
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032149
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132171
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0670324
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0775513
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04873
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05273
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt086 BONNIE ST
IRS990/USAddress/CityNm0GLASGOW
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059230
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.VALLEYCOUNTYCF.NET
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN OSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062288261
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY COUNTY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0810526746
ReturnHeader/Filer/PhoneNum04062288261
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 304
ReturnHeader/Filer/USAddress/CityNm0GLASGOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0592300304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810415266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHMS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0741 3RD AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLASGOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059230
ReturnHeader/PreparerPersonGrp/PhoneNum04062289391
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A WIENS CPA
ReturnHeader/ReturnTs02016-05-05T10:08:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$775,513
Liabilities
$190,970
Net assets
$584,543
Revenue
$132,171
Expenses
$33,488
Net income
$98,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.23$1.41$0.03$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.21$1.29$0.03$0.13$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.20$1.25$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.24$1.44$0.06$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.22$1.25$0.08$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.20$1.10$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.18$0.96$0.07$0.18$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.20$0.98$0.30$0.22$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.18$0.62$0.05$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.19$0.58$0.13$0.03$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.20$0.47$0.09$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.20$0.40$0.02$0.02$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.17$0.35$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.16$0.32$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.17$0.33$0.01