Civic Intelligence

Montana Academy Foundation

990 • Fiscal year 2016 • EIN 81-0529185

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

Organization ProfileN/A
9705 Lost Prairie RdMarion, MT 59925

(406) 755-3149

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

57th percentile

5.5%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

46th percentile

0.6%

Faster asset growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$713,213

Up $3,905 (+0.6%) from 2015

Net Assets

Up

$713,213

Up $3,905 (+0.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin57th percentile

Revenue

Up

$71,019

Up $10,719 (+18%) from 2015

Expenses

Up

$67,114

Up $3,157 (+4.9%) from 2015

Net Income

Up

$3,905

Up $7,562 (+207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $484,747Liabilities 2011: $0Net Assets 2011: $484,7472011Assets 2012: $514,219Liabilities 2012: $0Net Assets 2012: $514,2192012Assets 2013: $547,764Liabilities 2013: $0Net Assets 2013: $547,7642013Assets 2014: $712,965Liabilities 2014: $0Net Assets 2014: $712,9652014Assets 2015: $709,308Liabilities 2015: $0Net Assets 2015: $709,3082015Assets 2016: $713,213Liabilities 2016: $0Net Assets 2016: $713,2132016Assets 2017: $661,204Liabilities 2017: $0Net Assets 2017: $661,2042017Assets 2018: $433,653Net Assets 2018: $433,6532018Assets 2019: $411,323Net Assets 2019: $411,3232019Assets 2020: $2,923,744Liabilities 2020: $1,906,301Net Assets 2020: $1,017,4432020Assets 2021: $879,551Liabilities 2021: $1,484,038Net Assets 2021: -$604,4872021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$713,213
Liabilities$0
Net Assets$713,213
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $81,5322011Expenses 2012: $51,3832012Revenue 2013: $73,875Expenses 2013: $40,330Net Income 2013: $33,5452013Revenue 2014: $263,200Expenses 2014: $97,999Net Income 2014: $165,2012014Revenue 2015: $60,300Expenses 2015: $63,957Net Income 2015: -$3,6572015Revenue 2016: $71,019Expenses 2016: $67,114Net Income 2016: $3,9052016Revenue 2017: $96,171Expenses 2017: $148,180Net Income 2017: -$52,0092017Revenue 2018: $79,313Expenses 2018: $306,864Net Income 2018: -$227,5512018Revenue 2019: $163,571Expenses 2019: $185,901Net Income 2019: -$22,3302019Revenue 2020: $4,281,079Expenses 2020: $3,674,959Net Income 2020: $606,1202020Revenue 2021: $2,966,286Expenses 2021: $4,588,216Net Income 2021: -$1,621,9302021Revenue 2022: $209,060Expenses 2022: $209,060Net Income 2022: $02022

Highlighted filing

2016

Revenue$71,019
Expenses$67,114
Net Income$3,905
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$71,019
Mission and Program Overview

Mission

Scholarship funding and establishment of research and education related to adolescent development, with emphasis on teens in crisis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$709,308$713,213▲ $3,905
Cash and Non-Interest-Bearing Accounts$618,148$623,853▲ $5,705
Intangible Assets$67,083$62,083▼ $5,000
Other Notes and Loans Receivable, Net$19,577$22,777▲ $3,200
Land, Buildings, and Equipment, Net$4,500$4,500→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$709,308$713,213▲ $3,905
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$709,308$713,213▲ $3,905
Total Liabilities and Net Assets / Fund Balance$709,308$713,213▲ $3,905

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,500-$4,500
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Tom BertolliPresident
Audrey CarlsonDirector
Christina DawsonDirector
John MckinnonDirector
Peter BanysDirector
Rhonda FriedmanDirector
Tom KellermanDirector
Amy ZinkSecretary
John SantaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,019
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$71,019
Change in Net Assets
$3,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,060
Other Expenses$31,054
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,060--$36,060
Depreciation Depletion$5,000--$5,000
Travel-$3,124-$3,124
Fees for Services Accounting-$2,151-$2,151
Insurance-$1,247-$1,247
Conferences and Meetings$500--$500
Fees for Services Other-$366-$366
Other Expenses$325--$325
Total Functional Expenses$60,226$6,888$0$67,114
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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, Part VI, Line 11B: Form 990 Review Process

“Completed form 990 is e-mailed to entire board of directors prior to filing for comment or questions.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon written request.”

Filing and Contact Details

Filer

Filer Name
Montana Academy Foundation
EIN
81-0529185
Phone
4067553149
Address
9705 LOST PRAIRIE RD, MARION, MT 59925

Signing Officer

Name
Amy Zink
Title
Secretary
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Hulslander & Schmid CPAs PLLC
Address
24 1st Ave E Ste D, Kalispell, MT 59901
Preparer
Susan D Hulslander
Phone
4067553087
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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt080855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0549249
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37090
IRS990ScheduleA/PublicSupportPY170Pct00.35530
IRS990ScheduleA/PublicSupportTotal170Amt0203689
IRS990ScheduleA/SubstantialContributorsTotAmt0345560
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0263200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt080855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0549249
IRS990ScheduleA/TotalSupportAmt0549249
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04500
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt036060
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP FOR TUITION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPLETED FORM 990 IS E-MAILED TO ENTIRE BOARD OF DIRECTORS PRIOR TO FILING FOR COMMENT OR QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0709308
IRS990/TotalAssetsEOYAmt0713213
IRS990/TotalAssetsGrp/BOYAmt0709308
IRS990/TotalAssetsGrp/EOYAmt0713213
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt071019
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06888
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060226
IRS990/TotalFunctionalExpensesGrp/TotalAmt067114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0709308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0713213
IRS990/TotalProgramServiceExpensesAmt060226
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071019
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0709308
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0713213
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt03124
IRS990/TravelGrp/TotalAmt03124
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ZINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0810529185
ReturnHeader/Filer/PhoneNum04067553149
ReturnHeader/Filer/USAddress/AddressLine1Txt09705 LOST PRAIRIE RD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hulslander & Schmid CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 1st Ave E Ste D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kalispell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04067553087
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan D Hulslander
ReturnHeader/ReturnTs02017-11-10T11:02:31-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$713,213
Liabilities
$0
Net assets
$713,213
Revenue
$71,019
Expenses
$67,114
Net income
$3,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.88$1.48$0.60$2.97$4.59$1.62
2020Detailed filing. Detailed filing data is available for this year.$2.92$1.91$1.02$4.28$3.67$0.61
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.16$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.08$0.31$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.10$0.15$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.07$0.07$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.26$0.10$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.07$0.04$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.08