Civic Intelligence

Jerry Metcalf Foundation

990PF • Fiscal year 2010 • EIN 84-1422789

May 01, 2009 to Apr 30, 2010 • Filed on Aug 09, 2010

Organization Profile

PO Box 82359624

Siviq Scores

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

Higher debt load relative to assets than 33% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Higher top officer pay than 78% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

No value available

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

Source year 2010

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets33rd percentile

Assets

$538,133

No earlier filing loaded for comparison.

Net Assets

$537,759

No earlier filing loaded for comparison.

Liabilities

$374

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$17,501

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2010

Assets$538,133

Liabilities$374

Net Assets$537,759

Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2010

Revenue-

Expenses$17,501

Net Income-

Open 2010 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2009 to Apr 30, 2010
Signed: Aug 9, 2010
Return Version: 2009v1.3

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Karma Alfredson	President	-	$6,000	-	$6,000
Paul R Smith	Vice President	-	$0	-	-
Kay Satre	Secretary-Treasurer	-	$0	-	-
Timothy Meloy	Director	-	$0	-	-
Terry Minow	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Southeastern Montana Development Corporation - Warrior Trail	Money used for educational information and preparation of pamphlets for dist	Public	Colstrip, MT, US	$4,700

Filing and Contact Details

Filer

EIN: 84-1422789

Raw XML Appendix367 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/AccountingFees/NetInvestmentIncome	0	529
InvestmentsOtherSchedule2/InvestmentsOther/BookValue	0	531788
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	0	MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV	0	541736
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV	0	AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	9561
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	9170
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	2090
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	17501
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	9699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	9724
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	1471
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	529
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	12801
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IRS990PF/BalanceSheets/AccountsPayableEOY	0	374
IRS990PF/BalanceSheets/CapitalStockBOY	0	483179
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IRS990PF/BalanceSheets/InvestmentsOtherBOY	0	541645
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	62357
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	54580
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	2728
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	546970
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	374
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IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	545536
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	537759
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	138
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	9857
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	1997-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2010-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	407.50 WASHINGTON MUTUAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	138
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	138
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	9995
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	D
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	537759
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	545536
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	537759
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	24212
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	24212
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	24212
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	24395
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	411
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	228
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	183
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	411
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	546970
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	495335
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	1431
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	493404
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	7430
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	500
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	24395
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	487905
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	495335
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	1.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	4	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	4	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	Karma Alfredson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	Paul R Smith
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	Kay Satre
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	Timothy Meloy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	4	Terry Minow
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	Secretary-Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	4	Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	811 N Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	502 Lower Valley Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	916 State Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	916 State Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	4	502 Lower Valley Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	Helena
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	Boulder
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	Helena
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	Helena
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	4	Boulder
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	4	MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	59601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	59632
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	59601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	59601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	4	59632
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	42973
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	Galusha Higgins Galusha PC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	4064425520
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	P O Box 1699
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	Helena
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	MT
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
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IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MT
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	www.jerrymetcalffoundation.org
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	APPLICATION FORM AND LETTER OF INTEREST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	JERRY METCALF FOUNDATION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	4064436206
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	P O Box 823
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	Helena
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	MT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	59624
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	MARCH 15 ANNUALLY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	4700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	Money used for educational information and preparation of pamphlets for dist
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	Southeastern Montana Development Corporation - Warrior Trail
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 1935
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Colstrip
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	59323
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	4700
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	6171
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	24212
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	52968
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	31349
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	18329
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	21769
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	9684
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	18041
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	18041
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	116058
IRS990PF/UndistributedIncome/ExcessFromYear1	0	52968
IRS990PF/UndistributedIncome/ExcessFromYear2	0	31349
IRS990PF/UndistributedIncome/ExcessFromYear3	0	18329
IRS990PF/UndistributedIncome/ExcessFromYear4	0	13412
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	6171
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	116058
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	134099
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	TELEPHONE/INTERNET
OtherExpensesSchedule/OtherExpenses/Description	1	POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpenses/Description	2	SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description	3	Dues
OtherExpensesSchedule/OtherExpenses/Description	4	Miscellaneous
OtherExpensesSchedule/OtherExpenses/Description	5	BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	788
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	149
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	2	290
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	3	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	4	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	5	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	2	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	3	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	4	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	5	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	788
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	149
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	2	290
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	3	495
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	4	194
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	5	174
TaxesSchedule/Taxes/Amount	0	997
TaxesSchedule/Taxes/Category	0	PAYROLL TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	841422789
ReturnHeader/Filer/Name/BusinessNameLine1	0	JERRY METCALF FOUNDATION
ReturnHeader/Filer/NameControl	0	JERR
ReturnHeader/Filer/Phone	0	4064436206
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 823
ReturnHeader/Filer/USAddress/City	0	HELENA
ReturnHeader/Filer/USAddress/State	0	MT
ReturnHeader/Filer/USAddress/ZIPCode	0	59624
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2010-08-09
ReturnHeader/Officer/Name	0	Karma Alfredson
ReturnHeader/Officer/Phone	0	4064436206
ReturnHeader/Officer/Title	0	President
ReturnHeader/Preparer/DatePrepared	0	2010-08-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Galusha Higgins and Galusha
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO Box 1699
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Helena
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	596241699
ReturnHeader/Preparer/Name	0	Tracy Kohl CPA
ReturnHeader/Preparer/Phone	0	4064425520
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2009-05-01
ReturnHeader/TaxPeriodEndDate	0	2010-04-30
ReturnHeader/TaxYear	0	2009
ReturnHeader/Timestamp	0	2010-08-20T12:44:24-05:00

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $538,133
Liabilities: $374
Net assets: $537,759
Revenue: -
Expenses: $17,501
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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