Civic Intelligence

Cottonwood Alc Inc

EIN 82-1321124 • 501(c)3 • Helena, MT

Profile

Building community through self-directed learning.

PO Box 46Helena, MT 59624

cottonwoodalc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.05x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

-0.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Revenue Growth

28th percentile

-4.5%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$1,722,973

Down $87,078 (-4.8%) from 2024

Liabilities

Down

$22,264

Down $16,859 (-43%) from 2024

Net Assets

Down

$1,700,709

Down $70,219 (-4.0%) from 2024

Operations
Liabilities / Revenue42nd percentileNet Margin8th percentile

Revenue

Down

$475,815

Down $149,587 (-24%) from 2024

Expenses

Down

$659,285

Down $42,880 (-6.1%) from 2024

Net Income

Down

-$183,470

Down $106,707 (-139%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2017: $61Liabilities 2017: $02017Assets 2018: $2,496,493Liabilities 2018: $20,079Net Assets 2018: $2,476,4142018Assets 2019: $2,072,679Liabilities 2019: $2,025Net Assets 2019: $2,070,6542019Assets 2020: $1,870,919Liabilities 2020: $43,155Net Assets 2020: $1,827,7642020Assets 2021: $1,869,766Liabilities 2021: $5,782Net Assets 2021: $1,863,9842021Assets 2022: $1,723,542Liabilities 2022: $18,440Net Assets 2022: $1,705,1022022Assets 2023: $1,747,979Liabilities 2023: $55,738Net Assets 2023: $1,692,2412023Assets 2024: $1,810,051Liabilities 2024: $39,123Net Assets 2024: $1,770,9282024Assets 2025: $1,722,973Liabilities 2025: $22,264Net Assets 2025: $1,700,7092025

Highlighted filing

2025

Assets$1,722,973
Liabilities$22,264
Net Assets$1,700,709
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $530Expenses 2017: $469Net Income 2017: $612017Revenue 2018: $2,547,426Expenses 2018: $70,656Net Income 2018: $2,476,7702018Revenue 2019: -$104,181Expenses 2019: $301,579Net Income 2019: -$405,7602019Revenue 2020: $255,105Expenses 2020: $497,995Net Income 2020: -$242,8902020Revenue 2021: $640,445Expenses 2021: $604,225Net Income 2021: $36,2202021Revenue 2022: $546,227Expenses 2022: $578,009Net Income 2022: -$31,7822022Revenue 2023: $464,815Expenses 2023: $587,119Net Income 2023: -$122,3042023Revenue 2024: $625,402Expenses 2024: $702,165Net Income 2024: -$76,7632024Revenue 2025: $475,815Expenses 2025: $659,285Net Income 2025: -$183,4702025

Highlighted filing

2025

Revenue$475,815
Expenses$659,285
Net Income-$183,470
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,722,973
Liabilities
$22,264
Net assets
$1,700,709
Revenue
$475,815
Expenses
$659,285
Net income
-$183,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.70$0.48$0.66$0.18
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.04$1.77$0.63$0.70$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.06$1.69$0.46$0.59$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.02$1.71$0.55$0.58$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.01$1.86$0.64$0.60$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.04$1.83$0.26$0.50$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10$0.30$0.41
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.02$2.48$2.55$0.07$2.48
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$477,928
Mission and Program Overview

Mission

Building community through self-directed learning.

Building community through self-directed learning.we fulfill this mission through our k-12 school for self-directed education, our agile afterschool program and through the promotion of self-directed learning events and opportunities within the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,159,875$1,175,194▲ $15,319
Land, Buildings, and Equipment, Net$298,315$251,510▼ $46,805
Receivable From Disqualified Prsn$250,000$250,000→ $0
Cash and Non-Interest-Bearing Accounts$12,795$29,976▲ $17,181
Prepaid Expenses and Deferred Charges$6,000$7,925▲ $1,925
Accounts Receivable$150$970▲ $820
Savings and Temporary Cash Investments$76,016$498▼ $75,518
Total Assets$1,810,051$1,722,973▼ $87,078
Other Assets Total$6,900$6,900→ $0
Liabilities
Deferred Revenue$29,857$15,422▼ $14,435
Accounts Payable and Accrued Expenses$4,914$3,033▼ $1,881
Unsecured Notes Loans Payable$3,743$2,426▼ $1,317
Other Liabilities$609$1,383▲ $774
Total Liabilities$39,123$22,264▼ $16,859
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,770,928$1,700,709▼ $70,219
Total Net Assets Fund Balance$1,770,928$1,700,709▼ $70,219
Total Liabilities and Net Assets / Fund Balance$1,810,051$1,722,973▼ $87,078

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,645$650,067$666,712
Buildings$234,865$23,572$258,437
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Sara Casey TaleffPresidentFT$70,674$70,674
Christopher TaleffVice PresidentFT$54,999$54,999

Board Members and Trustees

NameTitle
Luisa Fernanda TrigoDirector
Maurizio AllasiaDirector
Alyx RuzevichSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,819
Program Service Revenue
$447,122
Investment Income
$24,874
Other Revenue
$0
All Other Contributions
$3,819
Change in Net Assets
$-183,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,846
Salaries, Compensation, and Employee Benefits$328,439
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$120,801$18,220-$139,021
Current Officers, Directors, Trustees, and Key Employees$137,175--$137,175
Other Salaries and Wages$100,628$29,889-$130,517
Depreciation Depletion$44,692--$44,692
Other Employee Benefits$32,682$4,656-$37,338
All Other Expenses$25,287$1,306-$26,593
Payroll Taxes$20,843$2,566-$23,409
Other Expenses$12,773$0-$12,773
Fees for Services Other$12,542--$12,542
Travel$3,491$8,590-$12,081
Insurance$9,426--$9,426
Office Expenses$7,426$1,219-$8,645
Conferences and Meetings-$5,044-$5,044
Advertising$1,959$15-$1,974
Total Functional Expenses$587,454$71,831$0$659,285
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$250,000$250,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retirement Benefit Liability$834
Medical Insurance Benefit Liability$549
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
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, Part VI, Section A, Line 2

“Christopher taleff & sara casey taleff are married.”

Form 990, Part VI, Section B, Line 11B

“The board reviews and approves the 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members will annually disclose any conflicts.”

Form 990, Part VI, Section B, Line 15B

“The organization follows its written executive compensation policy.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Cottonwood Alc Inc
EIN
82-1321124
Phone
4062047080
Address
PO BOX 46, HELENA, MT 59624

Signing Officer

Name
Sara Casey Taleff
Title
Director
Phone
4062047080
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Casey Taleff
Formed
2017
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
3
Employees
19
Volunteers
40

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
3060 CABERNET DR STE 2, HELENA, MT 59601
Preparer
Tyler Bryant CPA
Phone
4064426901
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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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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0258437
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016645
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0650067
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0666712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0834
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETIREMENT BENEFIT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MEDICAL INSURANCE BENEFIT LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0251510
IRS990ScheduleD/TotalLiabilityAmt01383
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PUBLISHED THE NONDISCRIMINATION POLICY ON THEIR WEBSITE (COTTONWOODALC.ORG)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0250000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0ASSOCIATED PROPERTIES LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0REAL ESTATE PURCHASE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0250000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0ASSOCIATED PROPERTIES IS WHOLLY OWNED BY THE PARENTS OF SARA CASEY TALEF
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt0250000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHRISTOPHER TALEFF & SARA CASEY TALEFF ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS WILL ANNUALLY DISCLOSE ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION FOLLOWS ITS WRITTEN EXECUTIVE COMPENSATION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01810051
IRS990/TotalAssetsEOYAmt01722973
IRS990/TotalAssetsGrp/BOYAmt01810051
IRS990/TotalAssetsGrp/EOYAmt01722973
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03819
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071831
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0587454
IRS990/TotalFunctionalExpensesGrp/TotalAmt0659285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039123
IRS990/TotalLiabilitiesEOYAmt022264
IRS990/TotalLiabilitiesGrp/BOYAmt039123
IRS990/TotalLiabilitiesGrp/EOYAmt022264
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01770928
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01700709
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0587454
IRS990/TotalProgramServiceRevenueAmt0447122
IRS990/TotalReportableCompFromOrgAmt0125673
IRS990/TotalRevenueGrp/ExclusionAmt02987
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0469009
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0475815
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01810051
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01722973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt08590
IRS990/TravelGrp/ProgramServicesAmt03491
IRS990/TravelGrp/TotalAmt012081
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt03743
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt02426
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 46
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059624
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0COTTONWOODALC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA CASEY TALEFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04062047080
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COTTONWOOD ALC INC
ReturnHeader/Filer/BusinessNameControlTxt0COTT
ReturnHeader/Filer/EIN0821321124
ReturnHeader/Filer/PhoneNum04062047080
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 46
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059624
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810348775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUNKERMIERCLARKCAMPANELLASTEVENSPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03060 CABERNET DR STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HELENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059601
ReturnHeader/PreparerPersonGrp/PhoneNum04064426901
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYLER BRYANT CPA
ReturnHeader/ReturnTs02025-12-22T14:43:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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