Civic Intelligence

David Oja Charitable Trust

990PF • Fiscal year 2012 • EIN 81-6074943

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 22, 2013

Organization Profile
PO Box 230959403
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$406,117

Flat from 2012

Net Assets

$406,117

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$27,830

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $411,167Liabilities 2010: $0Net Assets 2010: $411,1672010Assets 2011: $408,790Liabilities 2011: $12011Assets 2012: $406,117Liabilities 2012: $0Net Assets 2012: $406,1172012Assets 2012: $406,117Liabilities 2012: $12012Assets 2013: $412,307Liabilities 2013: $0Net Assets 2013: $412,3072013Assets 2014: $420,976Liabilities 2014: $0Net Assets 2014: $420,9762014Assets 2015: $422,103Liabilities 2015: $0Net Assets 2015: $422,1032015Assets 2016: $420,653Liabilities 2016: $0Net Assets 2016: $420,6532016Assets 2017: $444,652Liabilities 2017: $0Net Assets 2017: $444,6522017Assets 2018: $443,184Liabilities 2018: $0Net Assets 2018: $443,1842018Assets 2019: $436,221Liabilities 2019: $0Net Assets 2019: $436,2212019Assets 2020: $435,855Liabilities 2020: $0Net Assets 2020: $435,8552020Assets 2021: $454,699Liabilities 2021: $0Net Assets 2021: $454,6992021Assets 2022: $458,354Liabilities 2022: $0Net Assets 2022: $458,3542022Assets 2023: $436,353Liabilities 2023: $12023Assets 2024: $452,615Liabilities 2024: $0Net Assets 2024: $452,6152024

Highlighted filing

2012

Assets$406,117
Liabilities$0
Net Assets$406,117
Open 2012 Filing

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $13,1952010Revenue 2011: $20,224Expenses 2011: $22,601Net Income 2011: -$2,3772011Expenses 2012: $27,8302012Revenue 2012: $25,157Expenses 2012: $27,830Net Income 2012: -$2,6732012Revenue 2013: $34,312Expenses 2013: $28,122Net Income 2013: $6,1902013Revenue 2014: $39,421Expenses 2014: $30,752Net Income 2014: $8,6692014Revenue 2015: $35,339Expenses 2015: $34,212Net Income 2015: $1,1272015Revenue 2016: $28,510Expenses 2016: $29,960Net Income 2016: -$1,4502016Revenue 2017: $56,169Expenses 2017: $32,170Net Income 2017: $23,9992017Revenue 2018: $31,692Expenses 2018: $33,160Net Income 2018: -$1,4682018Revenue 2019: $26,495Expenses 2019: $33,536Net Income 2019: -$7,0412019Revenue 2020: $34,700Expenses 2020: $35,066Net Income 2020: -$3662020Revenue 2021: $57,746Expenses 2021: $39,514Net Income 2021: $18,2322021Revenue 2022: $36,003Expenses 2022: $32,365Net Income 2022: $3,6382022Revenue 2023: $8,416Expenses 2023: $30,417Net Income 2023: -$22,0012023Revenue 2024: $46,536Expenses 2024: $30,274Net Income 2024: $16,2622024

Highlighted filing

2012

Revenue-
Expenses$27,830
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 22, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVIDSON TRUST COAgentPT$6,984-$6,984
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALGERIA TEMPLE TRAVEL FUNDCHARITABLEN/AHELENA, MT, US$2,500
Paid GrantBIG BROTHERS & SISTERS OF GFCHARITABLEN/AGREAT FALLS, MT, US$2,500
Paid GrantCHILDREN'S RECEIVING HOMECHARITABLEN/AGREAT FALLS, MT, US$2,500
Paid GrantEAGLE MOUNTCHARITABLEN/AGREAT FALLS, MT, US$2,500
Paid GrantGREAT FALLS AREA FOOD BANKCHARITABLEN/AGREAT FALLS, MT, US$2,500
Paid GrantINTERMOUNTAIN CHILDREN'S HOMECHARITABLEN/AHELENA, MT, US$2,500
Paid GrantMONTANA HOPE PROJECTCHARITABLEN/AHELENA, MT, US$2,500
Paid GrantSCOTTISH RITES SPEECH & LANGUAGECHARITABLEN/AGREAT FALLS, MT, US$2,500
Filing and Contact Details

Filer

EIN
81-6074943
Raw XML Appendix374 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0156648
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0244479
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0280696
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMON STOCK
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2MAXIM INTEGRATED
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0466819
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances029259
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0437560
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable07002
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0459817
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06984
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALGERIA TEMPLE TRAVEL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BIG BROTHERS & SISTERS OF GF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CHILDREN'S RECEIVING HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13EAGLE MOUNT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14GREAT FALLS AREA FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15INTERMOUNTAIN CHILDREN'S HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MONTANA HOPE PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17SCOTTISH RITES SPEECH & LANGUAGE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1015 N JACKSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11801 2ND AVE N
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12P O BOX 1061
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine139 3RD ST N
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141620 12TH AVE N
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15500 S LAMBORN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16P O BOX 5927
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171304 13TH ST S
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HELENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GREAT FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GREAT FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3GREAT FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4GREAT FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5HELENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6HELENA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7GREAT FALLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode059624
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode159401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode259403
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode359401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode459401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode559601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode659604
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode759405
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear020000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear022509
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022765
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302101
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40835
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0256
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0256
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02680
IRS990PF/UndistributedIncome/ExcessFromYear302101
IRS990PF/UndistributedIncome/ExcessFromYear40579
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions022509
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus02680
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02936
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
TaxesSchedule/Taxes/Amount0275
TaxesSchedule/Taxes/Amount121
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome121
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0816074943
ReturnHeader/Filer/Name/BusinessNameLine10DAVID OJA CHARITABLE TRUST
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone04067917325
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2309
ReturnHeader/Filer/USAddress/City0GREAT FALLS
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059403
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-22
ReturnHeader/Officer/Name0TERRI BOWERS
ReturnHeader/Officer/Phone04067917325
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0810385940
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021 10TH STREET SOUTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREAT FALLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode059401
ReturnHeader/Preparer/Name0PAMELA GUSCHAUSKY
ReturnHeader/Preparer/Phone04067270888
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-02T09:28:55-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,117
Liabilities
$0
Net assets
$406,117
Revenue
-
Expenses
$27,830
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.47$0.30$0.16
2023Summary only. Only limited summary data is available for this year.$4.36$0.00$0.08$0.30$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.36$0.32$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.00$4.55$0.58$0.40$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.35$0.35$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.26$0.34$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.43$0.00$4.43$0.32$0.33$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.56$0.32$0.24
2016Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.29$0.30$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.00$4.22$0.35$0.34$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.39$0.31$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.34$0.28$0.06
2012Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.28
2012Summary only. Only limited summary data is available for this year.$4.06$0.00$0.25$0.28$0.03
2011Summary only. Only limited summary data is available for this year.$4.09$0.00$0.20$0.23$0.02
2010Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.13