Civic Intelligence

Morris and Helen Silver Foundation

990PF • Fiscal year 2013 • EIN 84-1398903

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

PO Box 3297Missoula, MT 59806

(406) 240-6353

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

5th percentile

-123%

Higher net margin than 5% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$81,412

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 50.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

20th percentile

-4.6%

Faster asset growth than 20% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$4,162,771

Down $199,329 (-4.6%) from 2012

Net Assets

Down

$4,160,642

Down $199,437 (-4.6%) from 2012

Liabilities

Up

$2,129

Up $108 (+5.3%) from 2012

Revenue

$161,505

No earlier filing loaded for comparison.

Expenses

Up

$360,942

Up $39,015 (+12%) from 2012

Net Income

-$199,437

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.

$6.0M$4.0M$2.0M$0Assets 2010: $2,611,796Liabilities 2010: $3,545Net Assets 2010: $2,608,2512010Assets 2011: $2,544,811Liabilities 2011: $2,021Net Assets 2011: $2,542,7902011Assets 2012: $4,362,100Liabilities 2012: $2,021Net Assets 2012: $4,360,0792012Assets 2013: $4,162,771Liabilities 2013: $2,129Net Assets 2013: $4,160,6422013Assets 2016: $3,771,550Liabilities 2016: $2,329Net Assets 2016: $3,769,2212016Assets 2017: $3,817,711Liabilities 2017: $2,329Net Assets 2017: $3,815,3822017Assets 2018: $3,414,560Liabilities 2018: $4,117Net Assets 2018: $3,410,4432018Assets 2019: $3,927,748Liabilities 2019: $2,009Net Assets 2019: $3,925,7392019Assets 2020: $4,143,557Liabilities 2020: $1,939Net Assets 2020: $4,141,6182020Assets 2021: $4,498,624Liabilities 2021: $17,654Net Assets 2021: $4,480,9702021Assets 2022: $3,488,377Liabilities 2022: $3,048Net Assets 2022: $3,485,3292022Assets 2023: $4,759,379Liabilities 2023: $966,488Net Assets 2023: $3,792,8912023Assets 2024: $3,760,088Liabilities 2024: $3,856Net Assets 2024: $3,756,2322024

Highlighted filing

2013

Assets$4,162,771
Liabilities$2,129
Net Assets$4,160,642

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $255,6582010Expenses 2011: $272,4262011Expenses 2012: $321,9272012Revenue 2013: $161,505Expenses 2013: $360,942Net Income 2013: -$199,4372013Revenue 2016: $7,552Expenses 2016: $265,049Net Income 2016: -$257,4972016Revenue 2017: $33,499Expenses 2017: $207,367Net Income 2017: -$173,8682017Revenue 2018: $81,544Expenses 2018: $209,529Net Income 2018: -$127,9852018Revenue 2019: $94,236Expenses 2019: $195,454Net Income 2019: -$101,2182019Revenue 2020: $75,200Expenses 2020: $191,495Net Income 2020: -$116,2952020Revenue 2021: $50,881Expenses 2021: $246,990Net Income 2021: -$196,1092021Revenue 2022: $192,659Expenses 2022: $222,571Net Income 2022: -$29,9122022Revenue 2023: $703,270Expenses 2023: $240,218Net Income 2023: $463,0522023Revenue 2024: $538,288Expenses 2024: $244,603Net Income 2024: $293,6852024

Highlighted filing

2013

Revenue$161,505
Expenses$360,942
Net Income-$199,437
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN MONTGOMERYVice-PresidentFT$64,800$16,612$81,412
TIMOTHY J SATHERPresident-$0--
THOMAS H BOONESecretary/Treasurer-$0--
Filing and Contact Details

Filer

EIN
84-1398903
Phone
4062406353

Signing Officer

Name
Carolyn Montgomery
Title
Executive Director
Phone
4062406353
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Frank H Smith
Phone
2028225000
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07535
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-199437
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04160642
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04360079
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04160642
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0218572
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0218572
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0218572
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0219707
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01135
IRS990PF/DistributableAmountGrp/TotalTaxAmt01135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02615
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02615
IRS990PF/FMVAssetsEOYAmt04388484
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02021
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02129
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021871
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09525
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09525
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0142003
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0509489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0472178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01198974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01538300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01858025
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt018345
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt029334
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt07374
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt010989
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt010989
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01321548
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0994054
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0925551
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04360079
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04160642
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01670330
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0824962
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0824962
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04362100
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04162771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04388484
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02021
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04362100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04162771
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04360079
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04160642
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0275452
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0287254
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04461054
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01220648
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03240406
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt066916
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0219707
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04394138
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04461054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt164800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt116612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TIMOTHY J SATHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLYN MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS H BOONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 3297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 3297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12PO BOX 3297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MISSOULA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1MISSOULA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2MISSOULA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode059806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode159806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode259806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0227594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0228729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0158955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0153853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0142146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0133230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0153234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04394138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02866531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02867046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02749739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02917336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02918749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0307230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258977

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.54$0.24$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.97$3.79$0.70$0.24$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.00$3.49$0.19$0.22$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.02$4.48$0.05$0.25$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$0.08$0.19$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.09$0.20$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.08$0.21$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.03$0.21$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.01$0.27$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.16$0.36$0.20
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.32
2011Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.27
2010Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.26