Civic Intelligence

Henry C & Jane G Otten Foundation

EIN 84-1407394 • Bigfork, MT

705 Echo Lake RoadBigfork, MT 59911
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

60th percentile

10.0%

Higher net margin than 60% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

39th percentile

-1.1%

Faster asset growth than 39% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

55%

Faster revenue growth than 84% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$854,184

Up $7,727 (+0.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$854,184

Up $7,727 (+0.9%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin60th percentile

Revenue

Up

$77,549

Up $37,632 (+94%) from 2023

Expenses

Up

$69,822

Up $3,879 (+5.9%) from 2023

Net Income

Up

$7,727

Up $33,753 (+130%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 2010: $850,756Liabilities 2010: $0Net Assets 2010: $850,7562010Assets 2011: $837,192Liabilities 2011: $0Net Assets 2011: $837,1922011Assets 2012: $811,639Liabilities 2012: $0Net Assets 2012: $811,6392012Assets 2013: $776,044Liabilities 2013: $1Net Assets 2013: $776,0442013Assets 2014: $775,667Liabilities 2014: $1Net Assets 2014: $775,6672014Assets 2015: $756,403Liabilities 2015: $1Net Assets 2015: $756,4032015Assets 2016: $758,843Liabilities 2016: $0Net Assets 2016: $758,8432016Assets 2017: $830,385Liabilities 2017: $0Net Assets 2017: $830,3852017Assets 2018: $874,520Liabilities 2018: $0Net Assets 2018: $874,5202018Assets 2019: $921,656Liabilities 2019: $1Net Assets 2019: $921,6562019Assets 2020: $898,807Liabilities 2020: $1Net Assets 2020: $898,8072020Assets 2021: $914,048Liabilities 2021: $1Net Assets 2021: $914,0482021Assets 2022: $872,483Liabilities 2022: $1Net Assets 2022: $872,4832022Assets 2023: $846,457Liabilities 2023: $1Net Assets 2023: $846,4572023Assets 2024: $854,184Liabilities 2024: $0Net Assets 2024: $854,1842024

Highlighted filing

2024

Assets$854,184
Liabilities$0
Net Assets$854,184
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $57,6642010Expenses 2011: $48,4132011Expenses 2012: $51,5712012Revenue 2013: $18,752Expenses 2013: $54,347Net Income 2013: -$35,5952013Revenue 2014: $58,893Expenses 2014: $59,270Net Income 2014: -$3772014Revenue 2015: $42,961Expenses 2015: $62,222Net Income 2015: -$19,2612015Revenue 2016: $62,777Expenses 2016: $60,337Net Income 2016: $2,4402016Revenue 2017: $128,185Expenses 2017: $56,643Net Income 2017: $71,5422017Revenue 2018: $105,955Expenses 2018: $61,820Net Income 2018: $44,1352018Revenue 2019: $109,873Expenses 2019: $62,737Net Income 2019: $47,1362019Revenue 2020: $35,852Expenses 2020: $58,701Net Income 2020: -$22,8492020Revenue 2021: $89,730Expenses 2021: $74,489Net Income 2021: $15,2412021Revenue 2022: $32,137Expenses 2022: $73,702Net Income 2022: -$41,5652022Revenue 2023: $39,917Expenses 2023: $65,943Net Income 2023: -$26,0262023Revenue 2024: $77,549Expenses 2024: $69,822Net Income 2024: $7,7272024

Highlighted filing

2024

Revenue$77,549
Expenses$69,822
Net Income$7,727
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$854,184
Liabilities
$0
Net assets
$854,184
Revenue
$77,549
Expenses
$69,822
Net income
$7,727
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.78$0.70$0.08
2023Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.40$0.66$0.26
2022Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$0.32$0.74$0.42
2021Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.90$0.74$0.15
2020Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.36$0.59$0.23
2019Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$1.10$0.63$0.47
2018Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$1.06$0.62$0.44
2017Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$1.28$0.57$0.72
2016Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.63$0.60$0.02
2015Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.43$0.62$0.19
2014Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.59$0.59$0.00
2013Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.19$0.54$0.36
2012Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.52
2011Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.48
2010Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE O HOLIDAYVice President-$0--
ELISE OTTENVice President-$0--
ANITA SCOTTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Henry C & Jane G Otten Foundation
EIN
84-1407394
Phone
4065317523
Address
705 ECHO LAKE ROAD, BIGFORK, MT 59911

Signing Officer

Name
Anita Scott
Title
Treasurer
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Boyle Deveny & Meyer PC
Address
305 South 4th East Suite 200, Missoula, MT 59801
Preparer
Matthew K Pritchard CPA
Phone
4067213555
Raw XML AppendixShowing 400 of 590 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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