Civic Intelligence

Island Mountain Community Development Financial Institution

990 • Fiscal year 2021 • EIN 85-1312061

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2024

Organization ProfileN/A
PO Box 1471Havre, MT 59501

(406) 544-1245

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

$250,591

No earlier filing loaded for comparison.

Net Assets

$250,491

No earlier filing loaded for comparison.

Liabilities

$100

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

$252,040

No earlier filing loaded for comparison.

Expenses

$41,045

No earlier filing loaded for comparison.

Net Income

$210,995

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.

$1.5M$1.0M$500K$0Assets 2021: $250,591Liabilities 2021: $100Net Assets 2021: $250,4912021Assets 2022: $1,073,352Liabilities 2022: $773,207Net Assets 2022: $300,1452022Assets 2023: $1,299,749Liabilities 2023: $562,314Net Assets 2023: $737,4352023Assets 2024: $1,054,562Liabilities 2024: $567,675Net Assets 2024: $486,8872024

Highlighted filing

2021

Assets$250,591
Liabilities$100
Net Assets$250,491
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2021: $252,040Expenses 2021: $41,045Net Income 2021: $210,9952021Revenue 2022: $421,525Expenses 2022: $371,871Net Income 2022: $49,6542022Revenue 2023: $796,509Expenses 2023: $359,219Net Income 2023: $437,2902023Revenue 2024: $260,660Expenses 2024: $511,208Net Income 2024: -$250,5482024

Highlighted filing

2021

Revenue$252,040
Expenses$41,045
Net Income$210,995
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2024
Return Version
2021v4.1
Gross Receipts
$252,040
Mission and Program Overview

Mission

Our mission is to promote self-sustaining economic development for native americans by offering capacity-building access to capital and culturally empowered support to grow native homes and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$175,875-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$250,591▲ $250,591
Other Assets Total-$74,716-
Liabilities
Other Liabilities-$100-
Total Liabilities$0$100▲ $100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$250,491-
Total Net Assets Fund Balance$0$250,491▲ $250,491
Total Liabilities and Net Assets / Fund Balance$0$250,591▲ $250,591

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Harold MainDirector
Kenneth HelegsonDirector
Leslie CliffDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$245,000
Program Service Revenue
$0
Investment Income
$7,040
Other Revenue
$0
All Other Contributions
$245,000
Change in Net Assets
$210,995
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,045
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$17,740--$17,740
Office Expenses$4,173$5,206-$9,379
Fees for Services Legal-$693-$693
All Other Expenses$50$60-$110
Other Expenses$94--$94
Total Functional Expenses$35,086$5,959$0$41,045
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
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 990 is reviewed by the bookkeeper and accountant prior to filing”

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

“The board reviews the process for dtermining compensation of the executive director. The board gathers appropriate informaiton and votes on compensation amounts.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Board reviews the process for hiring key employees with guidance from management. The board approves hiring.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Montana Native Growth Fund
EIN
85-1312061
Address
PO BOX 1471, HAVRE, MT 59501

Signing Officer

Name
Kerry Shabi
Title
Executive Director
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
Mt
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Gage Accounting Pc
Address
211 Main St, Polson, MT 59860
Preparer
Jodi Bergh CPA
Phone
4068834368
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Prior year net assets = $39496”

Raw XML Appendix326 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE BOOKKEEPER AND ACCOUNTANT PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE PROCESS FOR DTERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BOARD GATHERS APPROPRIATE INFORMAITON AND VOTES ON COMPENSATION AMOUNTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWS THE PROCESS FOR HIRING KEY EMPLOYEES WITH GUIDANCE FROM MANAGEMENT. THE BOARD APPROVES HIRING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR YEAR NET ASSETS = $39496
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841430969
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GAGE ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Polson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059860
ReturnHeader/PreparerPersonGrp/PhoneNum04068834368
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jodi Bergh CPA
ReturnHeader/ReturnTs02024-11-15T21:40:32-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$250,591
Liabilities
$100
Net assets
$250,491
Revenue
$252,040
Expenses
$41,045
Net income
$210,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.57$0.49$0.26$0.51$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.56$0.74$0.80$0.36$0.44
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.77$0.30$0.42$0.37$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.25$0.04$0.21