Civic Intelligence

Jerry Metcalf Foundation

990PF • Fiscal year 2016 • EIN 84-1422789

May 01, 2015 to Apr 30, 2016 • Filed on Mar 15, 2017

PO Box 823Helena, MT 59624

(406) 443-6206

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$7,200

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

180%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$403,058

Up $81,279 (+25%) from 2015

Net Assets

Up

$402,818

Up $81,205 (+25%) from 2015

Liabilities

Up

$240

Up $74 (+45%) from 2015

Revenue

Up

$154,908

Up $99,502 (+180%) from 2015

Expenses

Up

$73,703

Up $1,744 (+2.4%) from 2015

Net Income

Up

$81,205

Up $97,758 (+591%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$403,058
Liabilities$240
Net Assets$402,818

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$154,908
Expenses$73,703
Net Income$81,205
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARMA ALFREDSONPresident-$7,200-$7,200
PAUL R SMITHVice President-$0--
KAY SATRESecretary-Treasurer-$0--
TIMOTHY MELOYDirector-$0--
TERRY MINOWDirector-$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
Karma Alfredson
Title
President
Phone
4064436206
Signed
2017-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli LLP
Address
PO Box 1699, Helena, MT 59624
Preparer
Nathan D McCarthy CPA
Phone
4064425520
Raw XML AppendixShowing 400 of 587 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KARMA ALFREDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL R SMITH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY-TREASURER
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Wipfli LLP
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O Box 1699
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Helena
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.jerrymetcalfmontana.org
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORM AND LETTER OF INTEREST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JERRY METCALF FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04064436206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O Box 823
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Helena
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 15 ANNUALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0JMF funds will be used to construct an 18x22 foot timber-frame kiln shed with a metal roof and kiln shelves for the Archie Bray's new anagama kiln, which is a Japanese-style wood kiln.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1The Craighead Institute is an applied science and research organization with a long history of designing and managing innovative research projects in support of conservation in the Northern Rockies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2JMF funds would be used to support the museum's fall 2013 exhibitions and programming line-up.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3The funds will be used for the Women Power retreat -- both for honoraria for a musician and to help pay travel costs for participants who need assistance.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4The Center will use the grant to purchase updated hands-on tools to use in its education programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5The Montana Preservation Alliance (MPA) saves and protects Montana's historic places
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6The JMF grant will be used to support the community organizer in NPRCs new Helena office, who is working to organize communities and citizens to make sure that the coal developers and railroads are held responsible for the problems and costs they created as they seek to increase Montana coal production and ship it to Asia.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7.ecitsuj laicos fo steThe Butte America Foundation educates the public by providing information and
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8.tneEstablished to as an advocacy group working to protect the Upper Missouri River Breaks National
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Successfully educate students to navigate their future.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10seeks through education to explore and promote alternatives to violence in the behavior of individua
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11valuing individual learning styles, continue to grow new and impressive crops of Lavina graduates
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12To inspire an appreciation and understanding of insects and their relatives through educational prog
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13work with people from all walks of life to become more effective stewards of Montana's birds, wildl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14to cultivate a culture of giving so Montana communities can flourish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15to end hunger in Montana through food acquisition and distribution, education and advocacy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16To present the arts in an educational context with challenging and culturally enriching programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17To preserve the history of the York Cemetary through activities and information
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Archie Bray Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1craighead institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Holter Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Lewis & Clark AIDS Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Montana Raptor Conservation Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MT preservation alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Northern Plains Resource council
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BUTTE AMERICA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FRIENDS OF MISSOURI BREAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GREAT FALLS PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10INSTITUTE FOR PEACE STUDIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11LAVINA PUBLIC SCHOOL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12MISSOULA BUTTERFLY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13MONTANA AUDUBON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14MONTANA EIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15MONTANA FOOD BANK NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16MYRNA LOY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17YORK HISTORICAL SOCIETY AND PIONEER CEMET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PuBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PUBLIC

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