Civic Intelligence

Cross Charitable Foundation Inc

EIN 83-0331707 • Bozeman, MT

3805 Valley Commons Drive 7Bozeman, MT 59718
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.01x

Higher debt load relative to revenue than 17% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$40,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

$50M-$100M nonprofits • Source year 2022

Asset Growth

58th percentile

7.4%

Faster asset growth than 58% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-5.0%

Faster revenue growth than 22% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$58,247,035

Up $4,013,072 (+7.4%) from 2023

Liabilities

Up

$25,148

Up $25,148 from 2023

Net Assets

Up

$58,221,887

Up $3,987,924 (+7.4%) from 2023

Operations
Liabilities / Revenue17th percentileNet Margin60th percentile

Revenue

Down

$3,992,619

Down $210,514 (-5.0%) from 2023

Expenses

Down

$3,562,762

Down $163,209 (-4.4%) from 2023

Net Income

Down

$429,857

Down $47,305 (-9.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$60M$40M$20M$0Assets 2010: $8,170,522Liabilities 2010: $0Net Assets 2010: $8,170,5222010Assets 2011: $21,860,197Liabilities 2011: $12011Assets 2012: $24,548,373Liabilities 2012: $0Net Assets 2012: $24,548,3732012Assets 2013: $27,530,529Liabilities 2013: $0Net Assets 2013: $27,530,5292013Assets 2014: $29,284,383Liabilities 2014: $0Net Assets 2014: $29,284,3832014Assets 2015: $40,830,956Liabilities 2015: $0Net Assets 2015: $40,830,9562015Assets 2016: $42,827,302Liabilities 2016: $54,000Net Assets 2016: $42,773,3022016Assets 2017: $46,617,573Liabilities 2017: $0Net Assets 2017: $46,617,5732017Assets 2018: $44,409,693Liabilities 2018: $122,177Net Assets 2018: $44,287,5162018Assets 2019: $50,505,656Liabilities 2019: $296,665Net Assets 2019: $50,208,9912019Assets 2020: $52,916,885Liabilities 2020: $3Net Assets 2020: $52,916,8822020Assets 2021: $59,251,378Liabilities 2021: $30,000Net Assets 2021: $59,221,3782021Assets 2022: $49,624,722Liabilities 2022: $1Net Assets 2022: $49,624,7212022Assets 2023: $54,233,963Liabilities 2023: $0Net Assets 2023: $54,233,9632023Assets 2024: $58,247,035Liabilities 2024: $25,148Net Assets 2024: $58,221,8872024

Highlighted filing

2024

Assets$58,247,035
Liabilities$25,148
Net Assets$58,221,887
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $394,3892010Revenue 2011: $14,987,310Expenses 2011: $897,921Net Income 2011: $14,089,3892011Expenses 2012: $1,123,3842012Revenue 2013: $2,391,885Expenses 2013: $1,270,658Net Income 2013: $1,121,2272013Revenue 2014: $2,999,868Expenses 2014: $1,393,124Net Income 2014: $1,606,7442014Revenue 2015: $15,095,279Expenses 2015: $2,453,239Net Income 2015: $12,642,0402015Revenue 2016: $3,260,258Expenses 2016: $2,278,924Net Income 2016: $981,3342016Revenue 2017: $4,218,629Expenses 2017: $2,527,757Net Income 2017: $1,690,8722017Revenue 2018: $3,570,867Expenses 2018: $2,671,694Net Income 2018: $899,1732018Revenue 2019: $4,623,646Expenses 2019: $3,361,503Net Income 2019: $1,262,1432019Revenue 2020: $3,056,380Expenses 2020: $2,467,390Net Income 2020: $588,9902020Revenue 2021: $4,939,274Expenses 2021: $3,355,688Net Income 2021: $1,583,5862021Revenue 2022: $2,662,275Expenses 2022: $4,106,751Net Income 2022: -$1,444,4762022Revenue 2023: $4,203,133Expenses 2023: $3,725,971Net Income 2023: $477,1622023Revenue 2024: $3,992,619Expenses 2024: $3,562,762Net Income 2024: $429,8572024

Highlighted filing

2024

Revenue$3,992,619
Expenses$3,562,762
Net Income$429,857
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,247,035
Liabilities
$25,148
Net assets
$58,221,887
Revenue
$3,992,619
Expenses
$3,562,762
Net income
$429,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.2$0.03$58.2$3.99$3.56$0.43
2023Detailed filing. Detailed filing data is available for this year.$54.2$0.00$54.2$4.20$3.73$0.48
2022Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$2.66$4.11$1.44
2021Detailed filing. Detailed filing data is available for this year.$59.3$0.03$59.2$4.94$3.36$1.58
2020Detailed filing. Detailed filing data is available for this year.$52.9$0.00$52.9$3.06$2.47$0.59
2019Detailed filing. Detailed filing data is available for this year.$50.5$0.30$50.2$4.62$3.36$1.26
2018Detailed filing. Detailed filing data is available for this year.$44.4$0.12$44.3$3.57$2.67$0.90
2017Detailed filing. Detailed filing data is available for this year.$46.6$0.00$46.6$4.22$2.53$1.69
2016Detailed filing. Detailed filing data is available for this year.$42.8$0.05$42.8$3.26$2.28$0.98
2015Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$15.1$2.45$12.6
2014Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$3.00$1.39$1.61
2013Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$2.39$1.27$1.12
2012Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.12
2011Summary only. Only limited summary data is available for this year.$21.9$0.00$15.0$0.90$14.1
2010Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL GONNELLASecretaryPT$42,000-$42,000
JOHN R CLARKTreasurerPT$42,000-$42,000
MARY BETH THOMPSONVice PresidentPT$42,000-$42,000
RYAN KIRKHAMVice PresidentPT$42,000-$42,000
Filing and Contact Details

Filer

Filer Name
Cross Charitable Foundation
EIN
83-0331707
Phone
4065853393
Address
3805 VALLEY COMMONS DRIVE 7, BOZEMAN, MT 59718

Signing Officer

Name
John R Clark
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Dr Ste 7, Bozeman, MT 59718
Preparer
John R Clarkcpa
Phone
4065853393
Raw XML AppendixShowing 400 of 1,393 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07784
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt0ROBER W BAIRD & CO INC
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt1WELLS FARGO CLEARING SERVICES LLC
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1FINANCIAL ADVISORY FEES PAID TO INVESTMENT MANAGEMENT COMPANY.
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InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2Land
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IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01668561
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt562876
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Baird Acct #3146-4427 Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Baird Acct #3146-4427 Long Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WF Acct #1194 ST Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WF Acct #1194 ST Non Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4WF Acct #1194 LT Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5wf acct #1164-3620 ST Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WF Acct #1164-3620 LT Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WF Acct #1164-3620 LT Noncovered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WF Acct #2128-5811 LT Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01204555
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05268
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0429857
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03558067
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