Civic Intelligence

Jane S Heman Foundation Inc C/O John Dayries

990PF • Fiscal year 2023 • EIN 81-0526846

Jan 01, 2023 to Dec 31, 2023 • Filed on May 22, 2024

Organization Profile
366 Hillview DrStevensville, MT 59870

(406) 549-3195

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

18th percentile

-30%

Higher net margin than 18% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$40,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

25th percentile

-2.8%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

93%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,125,341

Down $208,746 (-2.8%) from 2022

Net Assets

Down

$7,125,341

Down $208,746 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin18th percentile

Revenue

Up

$702,325

Up $339,230 (+93%) from 2022

Expenses

Down

$911,071

Down $16,288 (-1.8%) from 2022

Net Income

Up

-$208,746

Up $355,518 (+63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$10M$5.0M$0Assets 2010: $9,830,285Liabilities 2010: $0Net Assets 2010: $9,830,2852010Assets 2011: $9,651,959Liabilities 2011: $0Net Assets 2011: $9,651,9592011Assets 2012: $9,388,257Liabilities 2012: $0Net Assets 2012: $9,388,2572012Assets 2013: $9,025,702Liabilities 2013: $0Net Assets 2013: $9,025,7022013Assets 2014: $8,873,345Liabilities 2014: $0Net Assets 2014: $8,873,3452014Assets 2015: $8,765,975Liabilities 2015: $0Net Assets 2015: $8,765,9752015Assets 2016: $8,371,651Liabilities 2016: $0Net Assets 2016: $8,371,6512016Assets 2017: $8,063,548Liabilities 2017: $0Net Assets 2017: $8,063,5482017Assets 2018: $8,261,709Liabilities 2018: $0Net Assets 2018: $8,261,7092018Assets 2019: $8,271,040Liabilities 2019: $0Net Assets 2019: $8,271,0402019Assets 2020: $8,087,717Liabilities 2020: $0Net Assets 2020: $8,087,7172020Assets 2021: $7,898,351Liabilities 2021: $0Net Assets 2021: $7,898,3512021Assets 2022: $7,334,087Liabilities 2022: $0Net Assets 2022: $7,334,0872022Assets 2023: $7,125,341Liabilities 2023: $0Net Assets 2023: $7,125,3412023Assets 2024: $7,225,142Liabilities 2024: $0Net Assets 2024: $7,225,1422024

Highlighted filing

2023

Assets$7,125,341
Liabilities$0
Net Assets$7,125,341
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $60,8742010Expenses 2011: $442,8762011Expenses 2012: $620,6922012Revenue 2013: $262,096Expenses 2013: $624,651Net Income 2013: -$362,5552013Revenue 2014: $526,170Expenses 2014: $678,527Net Income 2014: -$152,3572014Revenue 2015: $582,126Expenses 2015: $689,496Net Income 2015: -$107,3702015Revenue 2016: $301,612Expenses 2016: $695,936Net Income 2016: -$394,3242016Revenue 2017: $409,864Expenses 2017: $717,967Net Income 2017: -$308,1032017Revenue 2018: $1,029,692Expenses 2018: $831,531Net Income 2018: $198,1612018Revenue 2019: $673,309Expenses 2019: $663,978Net Income 2019: $9,3312019Revenue 2020: $601,593Expenses 2020: $784,916Net Income 2020: -$183,3232020Revenue 2021: $551,494Expenses 2021: $740,860Net Income 2021: -$189,3662021Revenue 2022: $363,095Expenses 2022: $927,359Net Income 2022: -$564,2642022Revenue 2023: $702,325Expenses 2023: $911,071Net Income 2023: -$208,7462023Revenue 2024: $1,022,446Expenses 2024: $922,645Net Income 2024: $99,8012024

Highlighted filing

2023

Revenue$702,325
Expenses$911,071
Net Income-$208,746
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A THOMASPresidentPT$40,000-$40,000
CAROL CAPPVice President-$7,000-$7,000
MICHAEL A MAGONESecretary/Treasurer-$7,000-$7,000
Filing and Contact Details

Filer

Filer Name
Jane S Heman Foundation Inc
EIN
81-0526846
Phone
4065493195
Address
366 HILLVIEW DR, STEVENSVILLE, MT 59870

Signing Officer

Name
Robert Thomas
Title
President
Phone
4065493195
Signed
2024-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Junkermierclarkcampanellastevens Pc
Address
321 W BROADWAY 4TH FLOOR, MISSOULA, MT 59802
Preparer
Alissa a Grimm CPA
Phone
4065494148
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0491605
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0207469
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03251
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0702325
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0702325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02483
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04370
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0207469
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025932
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013332
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt054000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0838552
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0838552
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0514
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0491605
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0491605
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-208746
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0491494
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03251
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03251
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0207469
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0683764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0866211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018561
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0911071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0702325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0702325
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018561
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt072519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0284025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0207469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0207469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0491494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0207469
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-208746
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07125341
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07334087
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07125341
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0863065
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0863065
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0863065
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0872569
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09504
IRS990PF/DistributableAmountGrp/TotalTaxAmt09504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011882
IRS990PF/FMVAssetsEOYAmt018303906
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09728
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021017
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06257047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06224220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017364451
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01254
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02570
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01830
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01316
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01316
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0949034
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0842588
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0880922
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07334087
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07125341
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0116448
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036200
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036200
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07334087
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07125341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018303906
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07334087
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07125341
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07334087
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07125341
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017717133
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0231329
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017485804
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0265757
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0872569
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017451376
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017717133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt27000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROL CAPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL A MAGONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0366 HILLVIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14004 WILDFOWL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21207 YELLOW PINE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STEVENSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STEVENSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MISSOULA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd059870
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd159870
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd259802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0866211
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0866211
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,125,341
Liabilities
$0
Net assets
$7,125,341
Revenue
$702,325
Expenses
$911,071
Net income
-$208,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$1.02$0.92$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.70$0.91$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.36$0.93$0.56
2021Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.55$0.74$0.19
2020Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.60$0.78$0.18
2019Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.67$0.66$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$1.03$0.83$0.20
2017Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.41$0.72$0.31
2016Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.30$0.70$0.39
2015Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.58$0.69$0.11
2014Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.53$0.68$0.15
2013Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.26$0.62$0.36
2012Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.62
2011Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.44
2010Detailed filing. Detailed filing data is available for this year.$9.83$0.00$9.83$0.06