Civic Intelligence

David Oja Charitable Trust

990PF • Fiscal year 2018 • EIN 81-6074943

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 26, 2019

PO Box 2309Great Falls, MT 59403

(406) 791-7320

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-4.6%

Higher net margin than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$8,208

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$443,184

Down $1,468 (-0.3%) from 2017

Net Assets

Down

$443,184

Down $1,468 (-0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$31,692

Down $24,477 (-44%) from 2017

Expenses

Up

$33,160

Up $990 (+3.1%) from 2017

Net Income

Down

-$1,468

Down $25,467 (-106%) from 2017

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: $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

2018

Assets$443,184
Liabilities$0
Net Assets$443,184

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: -$2,3772011Revenue 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

2018

Revenue$31,692
Expenses$33,160
Net Income-$1,468
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 26, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
D A DAVIDSON TRUST COAgentPT$8,208-$8,208
Filing and Contact Details

Filer

Filer Name
David Oja Charitable Trust
EIN
81-6074943
Phone
4067917320
Address
PO BOX 2309, GREAT FALLS, MT 59403

Signing Officer

Name
Terri Bowers
Title
Trustee
Phone
4067917320
Signed
2019-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Pamela Guschausky
Phone
4067270888
Raw XML AppendixShowing 400 of 419 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/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0D A DAVIDSON TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08 THIRD ST N
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREAT FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd059401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04067917320
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0D A DAVIDSON TRUST CO TERRI BOWERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04067917320
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2309
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GREAT FALLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd059403
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GEOGRAPHICAL AREA OF NORTH CENTRAL MT, GOLDEN TRIANGLE AND RUSSELL COUNTRY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALGERIA TEMPLE TRAVEL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BIG BROTHERS & SISTERS OF GF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S RECEIVING HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EAGLE MOUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GREAT FALLS AREA FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5INTERMOUNTAIN CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MONTANA HOPE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SCOTTISH RITES SPEECH & LANGUAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015 N JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1801 2ND AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 1061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39 3RD ST N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41620 12TH AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5500 S LAMBORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6P O BOX 5927
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71304 13TH ST S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HELENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd659604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd759405
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026026
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0285
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02835
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0159
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02676
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026026
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02961
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03120
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt023
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TAX ESTIMATES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt043
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11080
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt043
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11080
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UNDERPAYMENT PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0107
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECURITY LITIGATIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0107
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0107
TaxesSchedule/TaxesDetail/Amt01064
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI BOWERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04067917320
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID OJA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0816074943
ReturnHeader/Filer/PhoneNum04067917320
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2309
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId011D90325841E8B33CF27DA190504F979F311AAA5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF3A10646FAA03AAA512770E855BEC7DD27C97AD

Document Assets

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Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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
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