Civic Intelligence

Hopa Mountain Foundation

990 • Fiscal year 2020 • EIN 84-1635749

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

234 E Babcock EBozeman, MT 59715

(406) 586-2455

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

53rd percentile

7.0%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$95,693

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

169%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,651,633

Up $229,598 (+16%) from 2019

Net Assets

Up

$1,574,337

Up $209,919 (+15%) from 2019

Liabilities

Up

$77,296

Up $19,679 (+34%) from 2019

Revenue

Up

$2,414,820

Up $1,516,598 (+169%) from 2019

Expenses

Up

$2,245,680

Up $1,210,720 (+117%) from 2019

Net Income

Up

$169,140

Up $305,878 (+224%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $363,399Liabilities 2010: $39,794Net Assets 2010: $323,6052010Assets 2011: $246,374Liabilities 2011: $35,648Net Assets 2011: $210,7262011Assets 2012: $745,629Liabilities 2012: $37,198Net Assets 2012: $708,4312012Assets 2013: $1,267,019Liabilities 2013: $36,099Net Assets 2013: $1,230,9202013Assets 2014: $836,939Liabilities 2014: $41,965Net Assets 2014: $794,9742014Assets 2015: $703,286Liabilities 2015: $45,922Net Assets 2015: $657,3642015Assets 2016: $854,385Liabilities 2016: $68,125Net Assets 2016: $786,2602016Assets 2017: $836,721Liabilities 2017: $65,767Net Assets 2017: $770,9542017Assets 2018: $1,565,306Liabilities 2018: $81,119Net Assets 2018: $1,484,1872018Assets 2019: $1,422,035Liabilities 2019: $57,617Net Assets 2019: $1,364,4182019Assets 2020: $1,651,633Liabilities 2020: $77,296Net Assets 2020: $1,574,3372020Assets 2021: $1,869,987Liabilities 2021: $63,483Net Assets 2021: $1,806,5042021Assets 2022: $2,242,399Liabilities 2022: $44,805Net Assets 2022: $2,197,5942022Assets 2023: $3,109,810Liabilities 2023: $68,902Net Assets 2023: $3,040,9082023Assets 2024: $2,959,289Liabilities 2024: $61,781Net Assets 2024: $2,897,5082024

Highlighted filing

2020

Assets$1,651,633
Liabilities$77,296
Net Assets$1,574,337

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,049,4642010Expenses 2011: $1,074,2232011Expenses 2012: $1,094,4642012Revenue 2013: $1,304,866Expenses 2013: $785,045Net Income 2013: $519,8212013Revenue 2014: $569,658Expenses 2014: $988,953Net Income 2014: -$419,2952014Revenue 2015: $686,746Expenses 2015: $821,564Net Income 2015: -$134,8182015Revenue 2016: $900,636Expenses 2016: $747,595Net Income 2016: $153,0412016Revenue 2017: $741,466Expenses 2017: $758,129Net Income 2017: -$16,6632017Revenue 2018: $1,564,829Expenses 2018: $813,311Net Income 2018: $751,5182018Revenue 2019: $898,222Expenses 2019: $1,034,960Net Income 2019: -$136,7382019Revenue 2020: $2,414,820Expenses 2020: $2,245,680Net Income 2020: $169,1402020Revenue 2021: $1,410,784Expenses 2021: $1,193,461Net Income 2021: $217,3232021Revenue 2022: $1,788,312Expenses 2022: $1,342,315Net Income 2022: $445,9972022Revenue 2023: $3,203,778Expenses 2023: $2,402,255Net Income 2023: $801,5232023Revenue 2024: $1,208,260Expenses 2024: $1,377,466Net Income 2024: -$169,2062024

Highlighted filing

2020

Revenue$2,414,820
Expenses$2,245,680
Net Income$169,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$2,468,479
Mission and Program Overview

Mission

Hopa Mountain invests in rural and tribal citizen leaders, adults and youth who areimproving education, ecological health, and economic development. Hopa Mountain provides these leaders with training, mentoring, network opportunities, and financial resources to help them create opportunities for advancing in their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$206,367$732,211▲ $525,844
Pledges and Grants Receivable$609,320$374,976▼ $234,344
Investments in Publicly Traded Securities$202,804$289,978▲ $87,174
Cash and Non-Interest-Bearing Accounts$397,948$251,625▼ $146,323
Inventories for Sale or Use$1,956$1,956→ $0
Accounts Receivable$3,639$886▼ $2,753
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,422,035$1,651,633▲ $229,598
Other Assets Total$1$1→ $0
Liabilities
Accounts Payable and Accrued Expenses$57,617$77,296▲ $19,679
Total Liabilities$57,617$77,296▲ $19,679
Net Assets / Fund Balance
Net Assets With Donor Restrictions$981,580$1,224,056▲ $242,476
Net Assets Without Donor Restrictions$382,838$350,281▼ $32,557
Total Net Assets Fund Balance$1,364,418$1,574,337▲ $209,919
Total Liabilities and Net Assets / Fund Balance$1,422,035$1,651,633▲ $229,598
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie L Sachatello-SawyerExecutive DirectorFT$91,136$4,557$95,693

Board Members and Trustees

NameTitle
Dawn Bishop MoorePast President
Dr Kirk BranchPresident
Deborah GangloffMember at Large
Dr Brad HallMember at Large
Dr Shane DoyleMember at Large
Julian CollinsMember at Large
Vivian HelvikMember at Large
Lynn PaulSecretary
Christine MorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,415,990
Program Service Revenue
$2,200
Investment Income
$-3,370
Other Revenue
$0
All Other Contributions
$2,159,064
Change in Net Assets
$169,140

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$700,027Selling price
Other Non Cash Contri Table1$16,450Selling price
Other Non Cash Contri Table1$8,000Selling price
Drugs and Medical Supplies1$7,198Selling price
Food Inventory1$2,200Selling price
Other Non Cash Contri Table2$973Selling price
Total Noncash Contributions7$734,848-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,412,250
Revenue Not Reported on Financial Statements
$2,570
Revenue Not Reported on Form 990
$42,875
Total Revenue per Audited Statements
$2,455,125
Total Revenue per Form 990
$2,414,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,453,419
Grants and Similar Amounts Paid$449,800
Salaries, Compensation, and Employee Benefits$342,461
Total Fundraising Expense$42,854
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$449,800--$449,800
Other Salaries and Wages$38,580$138,261$37,144$213,985
Current Officers, Directors, Trustees, and Key Employees$59,527$25,327-$84,854
Fees for Services Other$65,552$15,228-$80,780
Office Expenses$51,812$14,414-$66,226
Payroll Taxes$11,408$19,021$4,319$34,748
Fees for Services Accounting$3,683$29,323-$33,006
Information Technology$7,266$5,660-$12,926
Travel$11,619$1,208-$12,827
Occupancy-$8,900-$8,900
Pension Plan Contributions$2,913$4,858$1,103$8,874
Insurance-$7,894-$7,894
All Other Expenses$964$2,150$288$3,402
Fees for Service Investment Mgmnt Fees-$2,570-$2,570
Other Expenses$2,013$99-$2,112
Fees for Services Legal-$1,326-$1,326
Total Functional Expenses$1,886,081$316,745$42,854$2,245,680

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,245,680
Total Expenses per Audited Statements$2,245,206
Expenses per Audited Statements$2,243,110
Expenses Not Reported on Financial Statements$2,570
Expenses Not Reported on Form 990$2,096
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seventh Gen Fund Indian DevArcata, CA501(c)(3)Capacity building.$55,500
FAST BlackfeetBrowning, MT501(c)(3)Capacity building.$37,500
Plenty Doors Community DeveloCrow Agency, MT501(c)(3)Capacity building.$29,000
Center PoleGarryowen, MT501(c)(3)Capacity building.$24,000
Red Paint Creek CooperativeDobson, MT501(c)(3)Capacity building.$23,250
Montana Immigrant Justice AllBozeman, MT501(c)(3)Capacity building.$20,750
Mission W Comm Devl PartnersRonan, MT501(c)(3)Capacity building.$20,000
Arlee Community Develop CorpArlee, MT501(c)(3)Capacity building.$19,000
Boys & Girls Club of N CheyCheyenne, WY501(c)(3)Capacity building.$13,250
AERO Leading the WayHelena, MT501(c)(3)Capacity building.$11,000
Peoples Partners for CommuniLame Deer, MT501(c)(3)Capacity building.$10,750
Centro de Comunidad y JusticiBoise, ID501(c)(3)Capacity building.$10,000
Helping Hands in Hardin IncHardin, MT501(c)(3)Capacity building.$10,000
Rocky Boy Veterans CenterBox Elder, MT501(c)(3)Capacity building.$10,000
Piikani Lodge Health InstitutBrowning, MT501(c)(3)Capacity building.$8,250
Paris Gibson Education CenterGreat Falls, MTGovernmentCapacity building.$7,500
Lower Brule Community CollegeLower Brule, SD501(c)(3)Capacity building.$5,750
Wild Rose CenterBusby, MT501(c)(3)Capacity building.$5,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The CPA prepares a draft of the Form 990 and it is submitted to the Executive Director (ED). The Boards holds a conference call with the CPA who then presents it to the entire Board. The Board reviews the draft, makes any corrections, approves it, and then it is sent back to the ED to ratify and authorize the CPA to finalize and issue.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Hopa's Board completes new Conflict of Interest (COI) disclosure forms at their annual Board meeting. The President monitors any COI and would discuss any conflicts. So far Hopa Mountain has not had any.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Board reviews comparable salaries in the industry doing comparable work to determine the compensation level for the Executive Director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Hopa Mountain Inc
EIN
84-1635749
Phone
4065862455
Address
234 E Babcock E, Bozeman, MT 59715

Signing Officer

Name
Bonnie L Sachatello-Sawyer
Title
Executive Director
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie L Sachatello-Sawyer
Formed
2004
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
18
Volunteers
20

Preparer

Firm
Rosie Barndt CPA Pc
Address
3382 MONIDA STREET, BOZEMAN, MT 59718
Preparer
Rosie Barndt CPA PC
Phone
4062090411
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Indigenous Scholars of Promise program:The Indigenous Scholars of Promise program is a college preparation program that provides students with training, mentoring, and support services to help them prepare to apply to the schools of their choice. High school sophomores, juniors and seniors who currently have a 3.0 GPA or above and are considering applying the colleges and universities are invited to apply to the program. OTHER PROGRAM SERVICES 5: Native Science Fellows(NSF):The Native Science Fellows program is effectively increasing the number of Native American students (ages 15-35) who are engaged in community-based geosciences education, field experiences and careers by: (1) providing role models and work experience for Native American tribal college and university students interested in the geosciences; (2) developing an annual Fellows gathering with peer networks of Native college students who are interested in pursuing geosciences careers; and (3) building a network of community-based science professionals who are committeed to the success of Native students and provide on-going support for personal, academic and professional success. OTHER PROGRAM SERVICES 6: Responding to the COVID-19 Outbreak: (1)Helped rural and tribal food pantries gain access to more financial resources and healthy food and critical supplies for use by local families. Hopa Mountain raised funds and made small grants to food pantries during COVID-19. (2) Provided childrens masks and books to rural and tribal schools that are shared with childrens lunches and summer lunch programs. Hopa Mountain has had a long-standing early literacy program called StoryMakers. We added health-related family resources through HealthMakers. (3)Supported the coordination of local response efforts in rural and tribal communities across the region. Hopa Mountain staff participated in coordinated response meetings and facilitated them when asked to. We offered resources and follow up where we could make connections that benefited a community.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Past President
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IRS990/MissionDesc0Hopa Mountain invests in rural and tribal citizen leaders, adults and youth who areimproving education, ecological health, and economic development. Hopa Mountain provides these leaders with training, mentoring, network opportunities, and financial resources to help them create opportunities for advancing in their communities.
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IRS990/PrincipalOfficerNm0Bonnie L Sachatello-Sawyer
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IRS990/ProgSrvcAccomActy2Grp/Desc0Strengthening the Circle(STC):Strengthening the Circle is a Native nonprofit leadership program that is designed to: (1) expand year-round capacity-building training and technical assistance services to Native nonprofits focusing on education and asset development; (2) provide Native nonprofit leaders with organizational development assistance to establish strategic plans and procedures for measuring progress and improving performance towards intended outcomes leading to community impact; (3) develop culturally appropriate training materials; and (4) invite foundation participation in STC and Native community-based initiatives to support and sustain this work. Forty-five Native nonprofit leaders were served through this program.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0228465
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0148750
IRS990/ProgSrvcAccomActy3Grp/Desc0Hopa Mountain's StoryMakers and HealthMakers Programs:Hopa Mountain's StoryMakers and HealthMakers programs offer parents of children ages 0-8 with high-quality books and early learning resources to support children's health and early literacy; child development information and book-sharing ideas; and personal encouragement for parents and caregivers as they support their children's learning and health habits every day.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0211500
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.06$2.90$1.21$1.38$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.07$3.04$3.20$2.40$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.04$2.20$1.79$1.34$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.06$1.81$1.41$1.19$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.08$1.57$2.41$2.25$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.06$1.36$0.90$1.03$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.08$1.48$1.56$0.81$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.07$0.77$0.74$0.76$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.07$0.79$0.90$0.75$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.05$0.66$0.69$0.82$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.04$0.79$0.57$0.99$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$1.30$0.79$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.04$0.71$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.04$0.21$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.04$0.32$1.05