Civic Intelligence

Jerry Metcalf Foundation

EIN 84-1422789 • Helena, MT

PO Box 823Helena, MT 59624
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

90th percentile

$7,164

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 32.2% of source-year revenue.

<$500k nonprofits • Source year 2018

Asset Growth

59th percentile

1.3%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

1.8%

Faster revenue growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$224,197

Up $2,815 (+1.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$224,197

Up $2,815 (+1.3%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Up

$15,309

Up $265 (+1.8%) from 2020

Expenses

Down

$12,494

Down $52,152 (-81%) from 2020

Net Income

Up

$2,815

Up $52,417 (+106%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2010: $538,133Liabilities 2010: $374Net Assets 2010: $537,7592010Assets 2011: $480,185Liabilities 2011: $458Net Assets 2011: $479,7272011Assets 2012: $436,818Liabilities 2012: $442Net Assets 2012: $436,3762012Assets 2013: $382,339Liabilities 2013: $511Net Assets 2013: $381,8282013Assets 2014: $338,332Liabilities 2014: $166Net Assets 2014: $338,1662014Assets 2015: $321,779Liabilities 2015: $166Net Assets 2015: $321,6132015Assets 2016: $403,058Liabilities 2016: $240Net Assets 2016: $402,8182016Assets 2017: $359,666Liabilities 2017: $431Net Assets 2017: $359,2352017Assets 2018: $305,861Liabilities 2018: $129Net Assets 2018: $305,7322018Assets 2019: $271,305Liabilities 2019: $321Net Assets 2019: $270,9842019Assets 2020: $221,382Liabilities 2020: $0Net Assets 2020: $221,3822020Assets 2021: $224,197Liabilities 2021: $0Net Assets 2021: $224,1972021

Highlighted filing

2021

Assets$224,197
Liabilities$0
Net Assets$224,197
Open 2021 Filing

Operations Trend

Revenue Growth54th percentile

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

$200K$100K$0-$100KExpenses 2010: $17,5012010Expenses 2011: $66,8362011Expenses 2012: $72,5682012Expenses 2013: $61,7302013Revenue 2014: $32,344Expenses 2014: $76,006Net Income 2014: -$43,6622014Revenue 2015: $55,406Expenses 2015: $71,959Net Income 2015: -$16,5532015Revenue 2016: $154,908Expenses 2016: $73,703Net Income 2016: $81,2052016Revenue 2017: $9,365Expenses 2017: $52,948Net Income 2017: -$43,5832017Revenue 2018: $22,255Expenses 2018: $75,758Net Income 2018: -$53,5032018Revenue 2019: $25,712Expenses 2019: $60,460Net Income 2019: -$34,7482019Revenue 2020: $15,044Expenses 2020: $64,646Net Income 2020: -$49,6022020Revenue 2021: $15,309Expenses 2021: $12,494Net Income 2021: $2,8152021

Highlighted filing

2021

Revenue$15,309
Expenses$12,494
Net Income$2,815
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,197
Liabilities
$0
Net assets
$224,197
Revenue
$15,309
Expenses
$12,494
Net income
$2,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.15$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.15$0.65$0.50
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.26$0.60$0.35
2018Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.22$0.76$0.54
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.59$0.09$0.53$0.44
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.55$0.74$0.81
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.55$0.72$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.32$0.76$0.44
2013Detailed filing. Detailed filing data is available for this year.$3.82$0.01$3.82$0.62
2012Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.36$0.73
2011Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.67
2010Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 14, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARMA ALFREDSONPresident-$0--
PAUL SMITHVice President-$0--
KAY SATRESecretary/Treasurer-$0--
TERRY MINNOWDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jerry Metcalf Foundation
EIN
84-1422789
Phone
4064436206
Address
PO BOX 823, HELENA, MT 59624

Signing Officer

Name
Kay Satre
Title
Secretary/treasurer
Phone
4064436206
Signed
2022-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
101 EAST FRONT STREET 301, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Raw XML Appendix369 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/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012625
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039112
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040555
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023866
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0189893
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0195012
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02482
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02482
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY SATRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064436206
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY METCALF FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0841422789
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 EAST FRONT STREET 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059802
ReturnHeader/PreparerPersonGrp/PhoneNum04067281800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM BRUNSON CPA
ReturnHeader/ReturnTs02022-03-15T17:23:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SATRE
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

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