Civic Intelligence

Montana Academy Foundation

990 • Fiscal year 2017 • EIN 81-0529185

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profilemontanaacademyfoundation.org
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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$44,862

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 46.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

19th percentile

-7.3%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$661,204

Down $52,009 (-7.3%) from 2016

Net Assets

Down

$661,204

Down $52,009 (-7.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Up

$96,171

Up $25,152 (+35%) from 2016

Expenses

Up

$148,180

Up $81,066 (+121%) from 2016

Net Income

Down

-$52,009

Down $55,914 (-1432%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2017

Assets$661,204
Liabilities$0
Net Assets$661,204
Open 2017 Filing

Operations Trend

Revenue Growth81st 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

2017

Revenue$96,171
Expenses$148,180
Net Income-$52,009
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$96,171
Mission and Program Overview

Mission

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

We support research on disrupted maturation in teenagers.we promote public awareness of adolescent development.we provide emergency financial aid to current montana academy families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$713,213$661,204▼ $52,009
Cash and Non-Interest-Bearing Accounts$623,853$553,941▼ $69,912
Intangible Assets$62,083$57,083▼ $5,000
Other Notes and Loans Receivable, Net$22,777$45,680▲ $22,903
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$713,213$661,204▼ $52,009
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$713,213$661,204▼ $52,009
Total Liabilities and Net Assets / Fund Balance$713,213$661,204▼ $52,009

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,500-$4,500
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dennis HartzellExecutive DirectorPT$44,862$44,862

Board Members and Trustees

NameTitle
Rhonda FriedmanPresident & CEO
Tom BertolliVice President
Christina DawsonDirector
Elizabeth KohlstaedtDirector
John MckinnonDirector
Peter BanysDirector
Tom KellermanDirector
Amy ZinkSecretary
John SantaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,486
Program Service Revenue
$7,685
Investment Income
$0
Other Revenue
$0
All Other Contributions
$88,486
Change in Net Assets
$-52,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,893
Grants and Similar Amounts Paid$45,425
Salaries, Compensation, and Employee Benefits$44,862
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$45,425--$45,425
Current Officers, Directors, Trustees, and Key Employees$44,862--$44,862
Depreciation Depletion$5,000--$5,000
Other Expenses$4,126--$4,126
Fees for Services Accounting$2,192$1,505-$3,697
Travel-$1,942-$1,942
Insurance-$1,247-$1,247
Conferences and Meetings$923--$923
Fees for Services Other-$802-$802
All Other Expenses$139$413-$552
Total Functional Expenses$142,271$5,909$0$148,180
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
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, 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
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
9
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
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

“The foundation authorized financial support for a series of annual conferences focused on the challenges posed by delayed or interrupted maturity in adolescents. The first of those was held in october of 2017.”

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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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IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS GRANTED TO INDIVIDUALS DURING THE YEAR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045425
IRS990/ProgSrvcAccomActy3Grp/Desc0CONFERENCE ON "IMMATURITY, CHARACTER DEVELOPMENT, AND THE TREATMENT OF ADOLESCENTS" THAT FOCUSED ON ISSUES RELATED TO EMOTIONAL AND PSYCHOLOGICAL ATTACHMENT AS A FOUNDATIONAL DEVELOPMENTAL PHASE IN CHILDHOOD AND ADOLESCENCE. APPROX 80 PEOPLE IN ATTENDANCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt020825
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt07685
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt071019
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt036060
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031054
IRS990/PYRevenuesLessExpensesAmt03905
IRS990/PYTotalExpensesAmt067114
IRS990/PYTotalRevenueAmt071019
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-52009
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0713213
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0661204
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt088486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0263200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0556880
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.41490
IRS990ScheduleA/PublicSupportPY170Pct00.37090
IRS990ScheduleA/PublicSupportTotal170Amt0231070
IRS990ScheduleA/SubstantialContributorsTotAmt0325810
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt088486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0263200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073875
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0556880
IRS990ScheduleA/TotalSupportAmt0556880
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04500
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045425
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP FOR TUITION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION AUTHORIZED FINANCIAL SUPPORT FOR A SERIES OF ANNUAL CONFERENCES FOCUSED ON THE CHALLENGES POSED BY DELAYED OR INTERRUPTED MATURITY IN ADOLESCENTS. THE FIRST OF THOSE WAS HELD IN OCTOBER OF 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLETED FORM 990 IS E-MAILED TO ENTIRE BOARD OF DIRECTORS PRIOR TO FILING FOR COMMENT OR QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2: New Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0713213
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt088486
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142271
IRS990/TotalFunctionalExpensesGrp/TotalAmt0148180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0713213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0661204
IRS990/TotalProgramServiceExpensesAmt0142271
IRS990/TotalProgramServiceRevenueAmt07685
IRS990/TotalReportableCompFromOrgAmt044862
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07685
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096171
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0713213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0661204
IRS990/TravelGrp/ManagementAndGeneralAmt01942
IRS990/TravelGrp/TotalAmt01942
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0montanaacademyfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ZINK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$661,204
Liabilities
$0
Net assets
$661,204
Revenue
$96,171
Expenses
$148,180
Net income
-$52,009
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