Civic Intelligence

Rocky Mountain Association for Retarded Citizens

990EZ • Fiscal year 2016 • EIN 81-6013738

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

845 S WyomingButte, MT 59701

(406) 723-6501

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-146%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.4%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Down

$321,077

Down $18,195 (-5.4%) from 2015

Net Assets

Down

$321,077

Down $18,195 (-5.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$6,976

Down $5,362 (-43%) from 2015

Expenses

Down

$17,137

Down $10,355 (-38%) from 2015

Net Income

Up

-$10,161

Up $4,993 (+33%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $448,888Liabilities 2011: $02011Assets 2012: $438,370Liabilities 2012: $0Net Assets 2012: $438,3702012Assets 2013: $325,663Liabilities 2013: $0Net Assets 2013: $325,6632013Assets 2014: $360,273Liabilities 2014: $0Net Assets 2014: $360,2732014Assets 2015: $339,272Liabilities 2015: $0Net Assets 2015: $339,2722015Assets 2016: $321,077Liabilities 2016: $0Net Assets 2016: $321,0772016Assets 2017: $340,031Liabilities 2017: $0Net Assets 2017: $340,0312017Assets 2018: $330,263Liabilities 2018: $0Net Assets 2018: $330,2632018Assets 2019: $318,623Liabilities 2019: $12019Assets 2020: $306,942Liabilities 2020: $0Net Assets 2020: $306,9422020Assets 2021: $367,291Liabilities 2021: $0Net Assets 2021: $367,2912021Assets 2022: $305,868Liabilities 2022: $0Net Assets 2022: $305,8682022Assets 2023: $306,744Liabilities 2023: $12023

Highlighted filing

2016

Assets$321,077
Liabilities$0
Net Assets$321,077

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $83,075Expenses 2011: $60,430Net Income 2011: $22,6452011Revenue 2012: $62,124Expenses 2012: $72,642Net Income 2012: -$10,5182012Revenue 2013: $33,203Expenses 2013: $22,792Net Income 2013: $10,4112013Revenue 2014: $23,952Expenses 2014: $18,317Net Income 2014: $5,6352014Revenue 2015: $12,338Expenses 2015: $27,492Net Income 2015: -$15,1542015Revenue 2016: $6,976Expenses 2016: $17,137Net Income 2016: -$10,1612016Revenue 2017: $18,370Expenses 2017: $15,004Net Income 2017: $3,3662017Revenue 2018: $20,372Expenses 2018: $31,290Net Income 2018: -$10,9182018Revenue 2019: $13,308Expenses 2019: $25,453Net Income 2019: -$12,1452019Revenue 2020: $31,678Expenses 2020: $22,217Net Income 2020: $9,4612020Revenue 2021: $33,611Expenses 2021: $21,159Net Income 2021: $12,4522021Revenue 2022: $24,332Expenses 2022: $21,035Net Income 2022: $3,2972022Revenue 2023: $8,582Expenses 2023: $25,750Net Income 2023: -$17,1682023

Highlighted filing

2016

Revenue$6,976
Expenses$17,137
Net Income-$10,161
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 18, 2017
Return Version
2015v3.0
Gross Receipts
$91,009
Mission and Program Overview

Mission

Organize social activites for developmentally disabled individuals.

Program Services

DescriptionGrantsExpenses
THE ROCKY MOUNTAIN ASSOCIATION FOR RETARDED CITIZENS ORGANIZES SOCIAL ACTIVITIES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS. THIS INCLUDES DANCES, DINNERS, OUTINGS, ETC.$0$17,137
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODEL PETRONIPresident-$0--
CAROLYN SANDERSTreasurer-$0--
CINDY RUFFNERSecretary-$0--
MaryJo MahoneyVice President-$0--
Filing and Contact Details

Filer

Filer Name
Rocky Mountain Association for Retarded
EIN
81-6013738
Phone
4067236501
Address
845 S Wyoming, BUTTE, MT 59701

Signing Officer

Name
Carolyn Sanders
Title
Treasurer
Phone
4067236501
Signed
2017-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Newland and Company PC
Address
PO Box 3006, Butte, MT 59702-3006
Preparer
James Mckenzie
Phone
4064944754
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Interest & Dividends. Amount: 321. Description: Dividens & Interest from Securities. Amount: 6,771. Total to Form 990-EZ, line 8: 7,092.

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

Description: Supplies & Postage. Amount: 3,114. Description: Dances & Dinners. Amount: 1,695. Description: DONATIONS/PROMOTIONS. Amount: 3,596. Description: Summer Camp. Amount: 1,420. Description: Jacky Fund Management Fee. Amount: 3,756. Description: Insurance. Amount: 956. Description: Accounting Fees. Amount: 1,800. Description: MISCELLANEOUS. Amount: 800. Total to Form 990-EZ, line 16: 17,137.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: OTHER COMPREHENSIVE INCOME. Amount: -8,034.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: SECURITIES AND OTHER INVESTMENTS @ fmv. Beg. of Year Amount: 308,129. End of Year Amount: 280,377. Description: BACKUP WITHHOLDING RECEIVABLE. Beg. of Year Amount: 22,803. End of Year Amount: 8,394.

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAROLYN SANDERS
IRS990EZ/BooksInCareOfDetail/PhoneNum04067236501
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0845 S WYOMING
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BUTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08340
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032306
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt084033
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10161
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0339272
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0321077
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1099
IRS990EZ/GrossReceiptsAmt091009
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt023
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0339272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0321077
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0339272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0321077
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JODEL PETRONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLYN SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY RUFFNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MaryJo Mahoney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0prESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0330932
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0288771
IRS990EZ/OtherChangesInNetAssetsAmt0-8034
IRS990EZ/OtherExpensesTotalAmt017137
IRS990EZ/OtherRevenueTotalAmt07092
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZE SOCIAL ACTIVITES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt0960
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ROCKY MOUNTAIN ASSOCIATION FOR RETARDED CITIZENS ORGANIZES SOCIAL ACTIVITIES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS. THIS INCLUDES DANCES, DINNERS, OUTINGS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017137
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt082934
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/TotalExpensesAmt017137
IRS990EZ/TotalProgramServiceExpensesAmt017137
IRS990EZ/TotalRevenueAmt06976
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION RECEIVES GREATER THAN 10% OF ITS TOTAL SUPPPORT FROM MEMBERSHIPS AND CONTRIBUTIONS FROM THE GENERAL PUBLIC. THE ROCKY MOUNTAIN ASSOCIATION FOR RETARDED CITIZENS ORGANIZES SOCIAL ACTIVITIES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS. THIS INCLUDES DANCES, DINNERS, OUTINGS, ETC.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08558
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07230
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07242
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036185
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.09140
IRS990ScheduleA/PublicSupportPY170Pct00.14560
IRS990ScheduleA/PublicSupportTotal170Amt03640
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0109
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02678
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03640
IRS990ScheduleA/TotalSupportAmt039825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest & Dividends. Amount: 321. Description: Dividens & Interest from Securities. Amount: 6,771. Total to Form 990-EZ, line 8: 7,092.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Supplies & Postage. Amount: 3,114. Description: Dances & Dinners. Amount: 1,695. Description: DONATIONS/PROMOTIONS. Amount: 3,596. Description: Summer Camp. Amount: 1,420. Description: Jacky Fund Management Fee. Amount: 3,756. Description: Insurance. Amount: 956. Description: Accounting Fees. Amount: 1,800. Description: MISCELLANEOUS. Amount: 800. Total to Form 990-EZ, line 16: 17,137.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: OTHER COMPREHENSIVE INCOME. Amount: -8,034.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: SECURITIES AND OTHER INVESTMENTS @ fmv. Beg. of Year Amount: 308,129. End of Year Amount: 280,377. Description: BACKUP WITHHOLDING RECEIVABLE. Beg. of Year Amount: 22,803. End of Year Amount: 8,394.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN SANDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04067236501
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rocky Mountain Association for Retarded
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0816013738
ReturnHeader/Filer/PhoneNum04067236501
ReturnHeader/Filer/USAddress/AddressLine1Txt0845 S Wyoming
ReturnHeader/Filer/USAddress/CityNm0BUTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810333198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Newland and Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Butte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0597023006
ReturnHeader/PreparerPersonGrp/PhoneNum04064944754
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MCKENZIE
ReturnHeader/ReturnTs02017-02-15T17:37:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.07$0.00$0.09$0.26$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.24$0.21$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.34$0.21$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.32$0.22$0.09
2019Summary only. Only limited summary data is available for this year.$3.19$0.00$0.13$0.25$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.20$0.31$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.18$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.07$0.17$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.12$0.27$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.24$0.18$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$0.33$0.23$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.00$4.38$0.62$0.73$0.11
2011Summary only. Only limited summary data is available for this year.$4.49$0.00$0.83$0.60$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits