Civic Intelligence

Montana Nurses Association Foundation

990EZ • Fiscal year 2022 • EIN 81-3002564

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 11, 2023

Organization Profilewww.mtnurses.org
20 Old Montana State HighwayClancy, MT 59634

(406) 442-6710

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.9%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-32%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$106,013

Down $2,105 (-1.9%) from 2021

Net Assets

Down

$106,013

Down $2,105 (-1.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin24th percentile

Revenue

Down

$16,804

Down $7,854 (-32%) from 2021

Expenses

Up

$18,909

Up $18,051 (+2104%) from 2021

Net Income

Down

-$2,105

Down $25,905 (-109%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$200K$150K$100K$50K$0Assets 2016: $52,084Liabilities 2016: $02016Assets 2017: $57,532Liabilities 2017: $0Net Assets 2017: $57,5322017Assets 2018: $59,386Liabilities 2018: $0Net Assets 2018: $59,3862018Assets 2019: $75,120Liabilities 2019: $0Net Assets 2019: $75,1202019Assets 2020: $84,318Liabilities 2020: $0Net Assets 2020: $84,3182020Assets 2021: $108,118Liabilities 2021: $0Net Assets 2021: $108,1182021Assets 2022: $106,013Liabilities 2022: $0Net Assets 2022: $106,0132022Assets 2023: $120,717Net Assets 2023: $120,7172023Assets 2024: $159,735Net Assets 2024: $159,7352024

Highlighted filing

2022

Assets$106,013
Liabilities$0
Net Assets$106,013
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $53,395Expenses 2016: $1,311Net Income 2016: $52,0842016Revenue 2017: $7,689Expenses 2017: $2,241Net Income 2017: $5,4482017Revenue 2018: $6,896Expenses 2018: $5,042Net Income 2018: $1,8542018Revenue 2019: $16,766Expenses 2019: $1,032Net Income 2019: $15,7342019Revenue 2020: $10,004Expenses 2020: $806Net Income 2020: $9,1982020Revenue 2021: $24,658Expenses 2021: $858Net Income 2021: $23,8002021Revenue 2022: $16,804Expenses 2022: $18,909Net Income 2022: -$2,1052022Revenue 2023: $5,810Expenses 2023: $1,208Net Income 2023: $4,6022023Revenue 2024: $45,503Expenses 2024: $10,204Net Income 2024: $35,2992024

Highlighted filing

2022

Revenue$16,804
Expenses$18,909
Net Income-$2,105
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$16,804
Mission and Program Overview

Mission

Provide opportunities for MT Nurses

To provide opportunities for Montana nurses.

Program Services

DescriptionGrantsExpenses
Established foundation to accept contributions funding opportunities for Montana nurses$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicky ByrdPresident-$0--
Anna Svendsen AmmonsVice President-$0--
Brandi DearingTreasurer-$0--
Melissa AndersonSecretary-$0--
Deborah KalarchikBoard Member-$0--
Debby LeeBoard Member-$0--
Deanna BabbBoard Member-$0--
Brandi BrethBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Montana Nurses Association Foundation
EIN
81-3002564
Phone
4064426710
Address
20 Old Montana State Highway, Clancy, MT 59634

Signing Officer

Name
Vicky Byrd
Title
President
Phone
4064426710
Signed
2023-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Peterson CPA Group PC
Address
PO Box 5667, Missoula, MT 59806
Preparer
Dan Peterson
Phone
4069261800
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Investment income. Amount: 5,931.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Business registration fee. Amount: 20. Description: Merchant service fee. Amount: 16. Description: Investment fees. Amount: 639. Description: Loss from investments. Amount: 17,584. Total to Form 990-EZ, line 16: 18,259.”

Raw XML Appendix193 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vicky Byrd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anna Svendsen Ammons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brandi Dearing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deborah Kalarchik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Debby Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Deanna Babb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Brandi Breth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018259
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide opportunities for Montana nurses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Established foundation to accept contributions funding opportunities for Montana nurses
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018909
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016804
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mtnurses.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042238
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09519
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01321
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05931
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019212
IRS990ScheduleA/InvestmentIncomeCYPct00.31260
IRS990ScheduleA/InvestmentIncomePYPct00.25000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.68740
IRS990ScheduleA/PublicSupportPY509Pct00.74600
IRS990ScheduleA/PublicSupportTotal509Amt042238
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02646
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07905
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05575
IRS990ScheduleA/Total509Grp/TotalAmt042238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06896
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Investment income. Amount: 5,931.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Business registration fee. Amount: 20. Description: Merchant service fee. Amount: 16. Description: Investment fees. Amount: 639. Description: Loss from investments. Amount: 17,584. Total to Form 990-EZ, line 16: 18,259.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Vicky Byrd
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04064426710
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montana Nurses Association Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0813002564
ReturnHeader/Filer/PhoneNum04064426710
ReturnHeader/Filer/USAddress/AddressLine1Txt020 Old Montana State Highway
ReturnHeader/Filer/USAddress/CityNm0Clancy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822385704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peterson CPA Group PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Missoula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059806
ReturnHeader/PreparerPersonGrp/PhoneNum04069261800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dan Peterson
ReturnHeader/ReturnTs02023-09-11T13:35:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Vicky
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Byrd
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,013
Liabilities
$0
Net assets
$106,013
Revenue
$16,804
Expenses
$18,909
Net income
-$2,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.46$0.10$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.06$0.01$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.17$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.25$0.01$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.10$0.01$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.17$0.01$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.07$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.08$0.02$0.05
2016Summary only. Only limited summary data is available for this year.$0.52$0.00$0.53$0.01$0.52