Civic Intelligence

Haynes Foundation

990PF • Fiscal year 2013 • EIN 81-6013577

Apr 01, 2012 to Mar 31, 2013 • Filed on Apr 24, 2013

Organization Profile
409 Albert StHelena, MT 59601
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

78th percentile

29%

Higher net margin than 78% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

24th percentile

$3,300

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

33rd percentile

-0.2%

Faster asset growth than 33% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

46%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$14,357,770

Down $35,171 (-0.2%) from 2012

Net Assets

$14,357,770

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $408,187 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin78th percentile

Revenue

Up

$1,273,903

Up $402,267 (+46%) from 2012

Expenses

Up

$900,887

Up $11,561 (+1.3%) from 2012

Net Income

Up

$373,016

Up $390,706 (+2209%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2010: $14,022,406Liabilities 2010: $0Net Assets 2010: $14,022,4062010Assets 2011: $14,002,444Liabilities 2011: $0Net Assets 2011: $14,002,4442011Assets 2012: $14,392,941Liabilities 2012: $408,1872012Assets 2013: $14,357,770Liabilities 2013: $0Net Assets 2013: $14,357,7702013Assets 2014: $14,446,872Liabilities 2014: $1Net Assets 2014: $14,446,8722014Assets 2015: $14,133,265Liabilities 2015: $1Net Assets 2015: $14,133,2652015Assets 2016: $13,934,939Liabilities 2016: $0Net Assets 2016: $13,934,9392016

Highlighted filing

2013

Assets$14,357,770
Liabilities$0
Net Assets$14,357,770
Open 2013 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $844,8142010Expenses 2011: $860,2142011Revenue 2012: $871,636Expenses 2012: $889,326Net Income 2012: -$17,6902012Revenue 2013: $1,273,903Expenses 2013: $900,887Net Income 2013: $373,0162013Revenue 2014: $1,010,512Expenses 2014: $921,410Net Income 2014: $89,1022014Revenue 2015: $657,995Expenses 2015: $971,602Net Income 2015: -$313,6072015Revenue 2016: $795,130Expenses 2016: $993,456Net Income 2016: -$198,3262016

Highlighted filing

2013

Revenue$1,273,903
Expenses$900,887
Net Income$373,016
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Apr 24, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R KLINEPresident-$3,300-$3,300
ROBERT H LEHRKINDVice President-$3,300-$3,300
MARGARET L WOOSecretary-Treasurer-$3,300-$3,300
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMONTANA STATE UNIVERSITYSTUDENT SCHOLARSHIPSPUBLICBOZEMAN, MT, US$200,000
Paid GrantUNIVERSITY OF MONTANASTUDENT SCHOLARSHIPSPUBLICMISSOULA, MT, US$200,000
Paid GrantCARROLL COLLEGESTUDENT SCHOLARSHIPSPUBLICHELENA, MT, US$92,000
Paid GrantMONTANA STATE UNIVERSITY BILLINGSSTUDENT SCHOLARSHIPSPUBLICBILLINGS, MT, US$60,000
Paid GrantROCKY MOUNTAIN COLLEGESTUDENT SCHOLARSHIPSPUBLICBILLINGS, MT, US$52,000
Paid GrantUNIVERSITY OF GREAT FALLSSTUDENT SCHOLARSHIPSPUBLICGREAT FALLS, MT, US$48,000
Paid GrantMONTANA TECHSTUDENT SCHOLARSHIPSPUBLICBUTTE, MT, US$36,000
Paid GrantMONTANA STATE UNIVERSITY NORTHERNSTUDENT SCHOLARSHIPSPUBLICHAVRE, MT, US$28,000
Paid GrantSALISH-KOOTENAI COLLEGESTUDENT SCHOLARSHIPSPUBLICPABLO, MT, US$24,000
Paid GrantUNIVERSITY OF MONTANA-WESTERNSTUDENT SCHOLARSHIPSPUBLICDILLON, MT, US$24,000
Filing and Contact Details

Filer

EIN
81-6013577
Raw XML AppendixShowing 400 of 718 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.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset252895 EXELON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset267847 VANGUARD MSCI EMG MKT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2714814 THORNBURG INT'L VALUE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset281190 VANGUARD TOTAL BOND ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2915923 AQR DIVERSIFIED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset303318 BRISTOL MYERS SQUIB
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31330 VISA
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset324525 VANGUARD TOTAL BOND ETF
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset356748 OAKMARK GLOBAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3610937 PIMCO UNCONSTRAINED BOND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY014357770
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome023428

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,357,770
Liabilities
$0
Net assets
$14,357,770
Revenue
$1,273,903
Expenses
$900,887
Net income
$373,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.80$0.99$0.20
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.66$0.97$0.31
2014Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.01$0.92$0.09
2013Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.27$0.90$0.37
2012Summary only. Only limited summary data is available for this year.$14.4$0.41$0.87$0.89$0.02
2011Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.86
2010Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.84