Civic Intelligence

Toole County Community Foundation

EIN 81-0533137 • 501(c)3 • Shelby, MT

Profile

Provide services to citizens of toole county. Services include support for education, flying a large american flag, and economic development.

301 First Street SShelby, MT 59474

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

4.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,391,281

Up $6,098 (+0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,391,281

Up $6,098 (+0.4%) from 2023

Revenue

Down

$175,855

Down $124,601 (-41%) from 2023

Expenses

Up

$168,158

Up $32,241 (+24%) from 2023

Net Income

Down

$7,697

Down $156,842 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $289,145Liabilities 2011: $02011Assets 2012: $323,227Liabilities 2012: $02012Assets 2013: $426,196Net Assets 2013: $426,1962013Assets 2014: $467,204Net Assets 2014: $467,2042014Assets 2015: $567,914Liabilities 2015: $0Net Assets 2015: $567,9142015Assets 2016: $628,478Liabilities 2016: $0Net Assets 2016: $628,4782016Assets 2017: $674,848Liabilities 2017: $0Net Assets 2017: $674,8482017Assets 2018: $708,237Liabilities 2018: $0Net Assets 2018: $708,2372018Assets 2019: $877,966Liabilities 2019: $0Net Assets 2019: $877,9662019Assets 2020: $1,076,417Liabilities 2020: $0Net Assets 2020: $1,076,4172020Assets 2021: $1,160,029Liabilities 2021: $0Net Assets 2021: $1,160,0292021Assets 2022: $1,220,644Liabilities 2022: $0Net Assets 2022: $1,220,6442022Assets 2023: $1,385,183Liabilities 2023: $0Net Assets 2023: $1,385,1832023Assets 2024: $1,391,281Liabilities 2024: $0Net Assets 2024: $1,391,2812024

Highlighted filing

2024

Assets$1,391,281
Liabilities$0
Net Assets$1,391,281

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2011: $94,161Expenses 2011: $63,772Net Income 2011: $30,3892011Revenue 2012: $84,076Expenses 2012: $49,994Net Income 2012: $34,0822012Revenue 2013: $143,181Expenses 2013: $40,212Net Income 2013: $102,9692013Revenue 2014: $195,056Expenses 2014: $154,048Net Income 2014: $41,0082014Revenue 2015: $217,547Expenses 2015: $116,837Net Income 2015: $100,7102015Revenue 2016: $160,185Expenses 2016: $99,621Net Income 2016: $60,5642016Revenue 2017: $196,633Expenses 2017: $150,263Net Income 2017: $46,3702017Revenue 2018: $123,733Expenses 2018: $90,344Net Income 2018: $33,3892018Revenue 2019: $325,406Expenses 2019: $155,677Net Income 2019: $169,7292019Revenue 2020: $385,016Expenses 2020: $186,565Net Income 2020: $198,4512020Revenue 2021: $195,401Expenses 2021: $111,789Net Income 2021: $83,6122021Revenue 2022: $176,944Expenses 2022: $116,329Net Income 2022: $60,6152022Revenue 2023: $300,456Expenses 2023: $135,917Net Income 2023: $164,5392023Revenue 2024: $175,855Expenses 2024: $168,158Net Income 2024: $7,6972024

Highlighted filing

2024

Revenue$175,855
Expenses$168,158
Net Income$7,697

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.18$0.17$0.01
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.30$0.14$0.16
2022Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.18$0.12$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.20$0.11$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.39$0.19$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.33$0.16$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.12$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.20$0.15$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.16$0.10$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.22$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.20$0.15$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.14$0.04$0.10
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.08$0.05$0.03
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.09$0.06$0.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$385,016
Mission and Program Overview

Mission

Provide services to citizens of toole county. Services include support for education, flying a large american flag, and economic development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$402,210$499,668▲ $97,458
Cash and Non-Interest-Bearing Accounts$111,288$348,479▲ $237,191
Savings and Temporary Cash Investments$299,935$163,737▼ $136,198
Land, Buildings, and Equipment, Net$64,533$64,533→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$877,966$1,076,417▲ $198,451
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$877,966$1,076,417▲ $198,451
Total Net Assets Fund Balance$877,966$1,076,417▲ $198,451
Total Liabilities and Net Assets / Fund Balance$877,966$1,076,417▲ $198,451

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$64,533-$64,533
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mac McdermottPresident
Lorette CarterSecretary
Dwaine IversonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$320,253
Program Service Revenue
$42,149
Investment Income
$22,614
Other Revenue
$0
All Other Contributions
$250,292
Change in Net Assets
$198,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,565
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$6,621--$6,621
Fees for Services Other$4,338--$4,338
Advertising$3,699--$3,699
Insurance$2,476--$2,476
All Other Expenses$1,974--$1,974
Other Expenses$1,500--$1,500
Office Expenses$1,468--$1,468
Conferences and Meetings$1,045--$1,045
Total Functional Expenses$186,565$0$0$186,565
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Toole County Community Foundation
EIN
81-0533137
Address
301 FIRST STREET S, SHELBY, MT 59474

Signing Officer

Name
Dwaine Iverson
Title
Treasurer
Signed
2021-11-11

Organization Details

Voting Board Members
3
Independent Board Members
0
Employees
0
Raw XML Appendix337 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
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
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IRS990/USAddress/AddressLine1Txt0301 FIRST STREET S
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DWAINE IVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOOLE COUNTY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TOOL
ReturnHeader/Filer/EIN0810533137
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 FIRST STREET S
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ReturnHeader/ReturnTs02021-11-11T08:44:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DWAINE
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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