Civic Intelligence

University Faculty Association Local 119 of the Mfpe

990 • Fiscal year 2017 • EIN 81-6013891

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 01, 2020

Organization ProfileWWW.MONTANAFACULTY.ORG

View Organization Page

002 University Hall U Of MontanaMissoula, MT 59812

(406) 243-6592

Siviq Scores

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

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

62nd percentile

7.4%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

1.3%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$547,628

Up $59,853 (+12%) from 2016

Net Assets

Up

$544,687

Up $72,161 (+15%) from 2016

Liabilities

Down

$2,941

Down $12,308 (-81%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin62nd percentile

Revenue

Up

$370,666

Up $4,886 (+1.3%) from 2016

Expenses

Down

$343,419

Down $27,192 (-7.3%) from 2016

Net Income

Up

$27,247

Up $32,078 (+664%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.0M$500K$0Assets 2011: $365,056Liabilities 2011: $10,844Net Assets 2011: $354,2122011Assets 2012: $382,626Liabilities 2012: $15,005Net Assets 2012: $367,6212012Assets 2013: $414,284Liabilities 2013: $27,713Net Assets 2013: $386,5712013Assets 2014: $512,244Liabilities 2014: $63,525Net Assets 2014: $448,7192014Assets 2015: $522,281Liabilities 2015: $42,138Net Assets 2015: $480,1432015Assets 2016: $487,775Liabilities 2016: $15,249Net Assets 2016: $472,5262016Assets 2017: $547,628Liabilities 2017: $2,941Net Assets 2017: $544,6872017Assets 2018: $579,335Liabilities 2018: $24,141Net Assets 2018: $555,1942018Assets 2019: $585,837Liabilities 2019: $21,050Net Assets 2019: $564,7872019Assets 2020: $637,119Liabilities 2020: $20,141Net Assets 2020: $616,9782020Assets 2021: $808,225Liabilities 2021: $1,790Net Assets 2021: $806,4352021Assets 2022: $734,803Liabilities 2022: $895Net Assets 2022: $733,9082022Assets 2023: $807,717Liabilities 2023: $0Net Assets 2023: $807,7172023Assets 2024: $898,790Liabilities 2024: $21,197Net Assets 2024: $877,5932024Assets 2025: $962,572Liabilities 2025: $0Net Assets 2025: $962,5722025

Highlighted filing

2017

Assets$547,628
Liabilities$2,941
Net Assets$544,687
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $462,717Expenses 2011: $149,813Net Income 2011: $312,9042011Expenses 2012: $323,2182012Expenses 2013: $324,7072013Revenue 2014: $373,460Expenses 2014: $333,572Net Income 2014: $39,8882014Revenue 2015: $392,187Expenses 2015: $347,250Net Income 2015: $44,9372015Revenue 2016: $365,780Expenses 2016: $370,611Net Income 2016: -$4,8312016Revenue 2017: $370,666Expenses 2017: $343,419Net Income 2017: $27,2472017Revenue 2018: $368,723Expenses 2018: $386,744Net Income 2018: -$18,0212018Revenue 2019: $316,754Expenses 2019: $326,404Net Income 2019: -$9,6502019Revenue 2020: $381,248Expenses 2020: $341,477Net Income 2020: $39,7712020Revenue 2021: $401,735Expenses 2021: $231,852Net Income 2021: $169,8832021Revenue 2022: $310,119Expenses 2022: $260,230Net Income 2022: $49,8892022Revenue 2023: $291,995Expenses 2023: $241,770Net Income 2023: $50,2252023Revenue 2024: $300,128Expenses 2024: $274,488Net Income 2024: $25,6402024Revenue 2025: $343,089Expenses 2025: $284,934Net Income 2025: $58,1552025

Highlighted filing

2017

Revenue$370,666
Expenses$343,419
Net Income$27,247
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 1, 2020
Return Version
2016v3.1
Gross Receipts
$370,666
Mission and Program Overview

Mission

The University Faculty Association, Local 119 of the MFPE is the faculty union for faculty at The University of Montana. It bargains for and maintains the contract for faculty. It helps the faculty with any grievances with the University Administration.

The university faculty association is the faculty union for the faculty at the university of montana. It bargains for and maintains the contract for faculty. It helps the faculty with any grievances with the university administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$418,438$458,575▲ $40,137
Savings and Temporary Cash Investments$52,315$71,978▲ $19,663
Accounts Receivable$15,337$15,018▼ $319
Land, Buildings, and Equipment, Net$1,313$1,313→ $0
Prepaid Expenses and Deferred Charges$372$744▲ $372
Total Assets$487,775$547,628▲ $59,853
Liabilities
Accounts Payable and Accrued Expenses$6,262$2,564▼ $3,698
Escrow Account Liability$8,987$377▼ $8,610
Total Liabilities$15,249$2,941▼ $12,308
Net Assets / Fund Balance
Unrestricted Net Assets$472,526$544,687▲ $72,161
Total Net Assets Fund Balance$472,526$544,687▲ $72,161
Total Liabilities and Net Assets / Fund Balance$487,775$547,628▲ $59,853

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,313$8,444$9,757
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Paul HaberPresident
John BardsleyGrievance
Alex BulmahnMember
Dave ShivelyMember
Diane FriendMember
James LaskinMember
Joel IversonMember
Keith ParkerMember
Phil CondonMember
Ramona GreyMember
Megan StarkSecretary
Jeff BookwalterTreasurer
Kimberly JamesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$370,663
Investment Income
$3
Other Revenue
$0
Change in Net Assets
$27,247

Audited Revenue Reconciliation

Revenue per Audited Statements
$365,890
Revenue Not Reported on Financial Statements
$4,776
Revenue Not Reported on Form 990
$44,914
Total Revenue per Audited Statements
$410,804
Total Revenue per Form 990
$370,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,990
Salaries, Compensation, and Employee Benefits$50,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$40,660--$40,660
Fees for Services Accounting$5,915--$5,915
Fees for Service Investment Mgmnt Fees$4,776--$4,776
Other Employee Benefits$4,156--$4,156
Payroll Taxes$3,580--$3,580
Office Expenses-$2,199-$2,199
Pension Plan Contributions$2,033--$2,033
Other Expenses$1,022--$1,022
Travel$582--$582
Insurance-$471-$471
Total Functional Expenses$340,749$2,670$0$343,419

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$343,419
Expenses per Audited Statements$338,643
Total Expenses per Audited Statements$338,643
Expenses Not Reported on Financial Statements$4,776
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The union is organized with members”

Form 990, Page 6, Part VI, Line 7A

“Members elect members of the board”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is made available to all board members before filing. The 990 is reviewed and signed by the board president.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is part of the collective bargaining agreement and is carefully monitored by the board. If any conflicts arise, they would come before the full board.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
University Faculty Association
EIN
81-6013891
Phone
4062436592
Address
002 UNIVERSITY HALL U OF MONTANA, MISSOULA, MT 59812
Doing Business As
University Faculty Association

Signing Officer

Name
Paul Haber
Title
President
Phone
4062436592
Signed
2020-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Haber
Formed
1978
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
8

Preparer

Firm
Peterson CPA Group Pc
Address
PO BOX 5667, MISSOULA, MT 59806
Preparer
Daniel Peterson
Phone
4062143121
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The university faculty association, local 119, american federation of teachers (the union) is a nonprofit corporation whose purpose is to act as a local union for the faculty of the university of montana (the university) located in missoula, montana. The union receives substantially all of its funding through dues received from university faculty. The union is an affiliate of the national organization, the american federation of teachers, and the state organization, the montana federation of teachers.”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Certain members designate charitable organizations as recipients of their membershp dues. Custodial funds represent these funds to be distributed to the charities.”

Schedule D, Page 3, Part X

“Ufa is exempt from income taxes under the provisions of section 501 (c) (5) of the internal revenue code. With few exceptions, ufa's information returns are not subject to examinations for tax years prior to 2013 (june 30, 2014)”

Raw XML Appendix387 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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IRS990/OtherExpensesGrp/TotalAmt122500
IRS990/OtherExpensesGrp/TotalAmt21290
IRS990/OtherExpensesGrp/TotalAmt31022
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt040660
IRS990/OtherSalariesAndWagesGrp/TotalAmt040660
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt03580
IRS990/PayrollTaxesGrp/TotalAmt03580
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02033
IRS990/PensionPlanContributionsGrp/TotalAmt02033
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0372
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0744
IRS990/PrincipalOfficerNm0PAUL HABER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0359408
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0359408
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111255
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt03807
IRS990/PYOtherExpensesAmt0322547
IRS990/PYProgramServiceRevenueAmt0361973
IRS990/PYRevenuesLessExpensesAmt0-4831
IRS990/PYSalariesCompEmpBnftPaidAmt048064
IRS990/PYTotalExpensesAmt0370611
IRS990/PYTotalRevenueAmt0365780
IRS990/ReconcilationRevenueExpnssAmt027247
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052315
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071978
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01313
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08444
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09757
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04776
IRS990ScheduleD/ExpensesSubtotalAmt0338643
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04776
IRS990ScheduleD/InvestmentExpensesNotIncldAmt04776
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044914
IRS990ScheduleD/RevenueNotReportedAmt044914
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt04776
IRS990ScheduleD/RevenueSubtotalAmt0365890
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CERTAIN MEMBERS DESIGNATE CHARITABLE ORGANIZATIONS AS RECIPIENTS OF THEIR MEMBERSHP DUES. CUSTODIAL FUNDS REPRESENT THESE FUNDS TO BE DISTRIBUTED TO THE CHARITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UFA IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501 (C) (5) OF THE INTERNAL REVENUE CODE. WITH FEW EXCEPTIONS, UFA'S INFORMATION RETURNS ARE NOT SUBJECT TO EXAMINATIONS FOR TAX YEARS PRIOR TO 2013 (JUNE 30, 2014)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01313
IRS990ScheduleD/TotalExpensesPerForm990Amt0343419
IRS990ScheduleD/TotalRevenuePerForm990Amt0370666
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0410804
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0338643
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UNIVERSITY FACULTY ASSOCIATION, LOCAL 119, AMERICAN FEDERATION OF TEACHERS (THE UNION) IS A NONPROFIT CORPORATION WHOSE PURPOSE IS TO ACT AS A LOCAL UNION FOR THE FACULTY OF THE UNIVERSITY OF MONTANA (THE UNIVERSITY) LOCATED IN MISSOULA, MONTANA. THE UNION RECEIVES SUBSTANTIALLY ALL OF ITS FUNDING THROUGH DUES RECEIVED FROM UNIVERSITY FACULTY. THE UNION IS AN AFFILIATE OF THE NATIONAL ORGANIZATION, THE AMERICAN FEDERATION OF TEACHERS, AND THE STATE ORGANIZATION, THE MONTANA FEDERATION OF TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION IS ORGANIZED WITH MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT MEMBERS OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING. THE 990 IS REVIEWED AND SIGNED BY THE BOARD PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS PART OF THE COLLECTIVE BARGAINING AGREEMENT AND IS CAREFULLY MONITORED BY THE BOARD. IF ANY CONFLICTS ARISE, THEY WOULD COME BEFORE THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0487775
IRS990/TotalAssetsEOYAmt0547628
IRS990/TotalAssetsGrp/BOYAmt0487775
IRS990/TotalAssetsGrp/EOYAmt0547628
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02670
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0340749
IRS990/TotalFunctionalExpensesGrp/TotalAmt0343419
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015249
IRS990/TotalLiabilitiesEOYAmt02941
IRS990/TotalLiabilitiesGrp/BOYAmt015249
IRS990/TotalLiabilitiesGrp/EOYAmt02941
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0472526
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0544687
IRS990/TotalProgramServiceRevenueAmt0370663
IRS990/TotalRevenueGrp/ExclusionAmt03
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0370663
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370666
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0487775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0547628
IRS990/TravelGrp/ProgramServicesAmt0582
IRS990/TravelGrp/TotalAmt0582
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0472526
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0544687
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0002 UNIVERSITY HALL U OF MONTANA
IRS990/USAddress/CityNm0MISSOULA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059812
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.MONTANAFACULTY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HABER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062436592
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY FACULTY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 119 OF THE MEA-MFT
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0816013891
ReturnHeader/Filer/PhoneNum04062436592
ReturnHeader/Filer/USAddress/AddressLine1Txt0002 UNIVERSITY HALL U OF MONTANA
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059812
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D53DE28E38404668C9B1550B9D23BE59265C9460
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0205658A9A8E944C6D9AD1A400302A086E6551ECC
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/PhoneNum04062143121
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL PETERSON
ReturnHeader/ReturnTs02018-03-08T15:01:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$547,628
Liabilities
$2,941
Net assets
$544,687
Revenue
$370,666
Expenses
$343,419
Net income
$27,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$3.43$2.85$0.58
2024Detailed filing. Detailed filing data is available for this year.$8.99$0.21$8.78$3.00$2.74$0.26
2023Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$2.92$2.42$0.50
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$3.10$2.60$0.50
2021Detailed filing. Detailed filing data is available for this year.$8.08$0.02$8.06$4.02$2.32$1.70
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.20$6.17$3.81$3.41$0.40
2019Detailed filing. Detailed filing data is available for this year.$5.86$0.21$5.65$3.17$3.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.24$5.55$3.69$3.87$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.48$0.03$5.45$3.71$3.43$0.27
2016Summary only. Only limited summary data is available for this year.$4.88$0.15$4.73$3.66$3.71$0.05
2015Summary only. Only limited summary data is available for this year.$5.22$0.42$4.80$3.92$3.47$0.45
2014Summary only. Only limited summary data is available for this year.$5.12$0.64$4.49$3.73$3.34$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.28$3.87$3.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.15$3.68$3.23
2011Summary only. Only limited summary data is available for this year.$3.65$0.11$3.54$4.63$1.50$3.13