Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Operation Round-Up
990EZ • Fiscal year 2023 • EIN 86-3106116
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Balance Sheet
Assets
Down$20,480
Down $5,882 (-22%) from 2022
Net Assets
$20,480
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Up$70,738
Up $5,411 (+8.3%) from 2022
Expenses
Up$76,620
Up $10,985 (+17%) from 2022
Net Income
Down-$5,882
Down $5,574 (-1810%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- May 15, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $70,738
Mission and Program Overview
Mission
Accumulation and disbursement of funds
Accumulation and disbursement of funds for the community and charitable purposes.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provided $76,620 of funding during the year for various organizations within Missoula Electric Cooperative's service area. | - | $76,620 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Matt Ulberg | Chairman | - | $0 | - | - |
| Sonia Shearer | Vice Chair | - | $0 | - | - |
| Debbie Lester | Treasurer | - | $0 | - | - |
| Don Stout | Trustee | - | $0 | - | - |
| Caitlin Williams | Trustee | - | $0 | - | - |
| Jon Kimble | Trustee | - | $0 | - | - |
| Jim Lindquist | Trustee | - | $0 | - | - |
Governance and Compliance
Governance Explanations
Part VI, Section A, Line 11B
“After the Form 990 has been prepared by the Organization's accounting firm, management reviews the Form for completeness and accuracy. Once management believes the Form is complete and accurate, the Form is provided to the Board for their review. After any questions have been addressed, the Form is considered approved by the Board and the President signs the Form 8879-EO, which authorizes the accounting firm to electronically file the return.”
Filing and Contact Details
Filer
- Filer Name
- Operation Round-Up
- EIN
- 86-3106116
- Phone
- 4065414433
- Address
- 1700 W Broadway, Missoula, MT 59808
Signing Officer
- Name
- Matt Ulberg
- Title
- Chairman
- Signed
- 2024-05-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Decoria Blair & Teague Ps
- Address
- 7307 N DIVISION ST STE 222, SPOKANE, WA 99208
- Preparer
- Micheal A DeCoria
- Phone
- 5092900106
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.1
“| Donee's Name: Town of Superior | Donee's Address: 105 Cedar Street, PO Box 729 Superior MT 59872 | Cash Amount Given: $7000 | Date of Gift: 20230118”
Grants and Similar Amounts Paid In Excess of $5,000.5
“| Donee's Name: Awards less than $5,000 | Cash Amount Given: $69620”
Other Assets.1005
“Accounts Receivable - Beginning $23648 Accounts Receivable - Ending $4937”
Raw XML Appendix153 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Keelie Montalban |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4065416359 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1700 W Broadway |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Missoula |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 598082016 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 2714 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 15543 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 70738 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5882 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 26362 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 20480 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 76620 |
| IRS990EZ/GrossReceiptsAmt | 0 | 70738 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 26362 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 20480 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 26362 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 20480 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.15 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.15 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.15 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.15 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.12 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.08 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.15 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Matt Ulberg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Sonia Shearer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Debbie Lester |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Don Stout |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Caitlin Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Jon Kimble |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Jim Lindquist |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice Chair |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 23648 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4937 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Accumulation and disbursement of funds for the community and charitable purposes. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provided $76,620 of funding during the year for various organizations within Missoula Electric Cooperative's service area. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 76620 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 76620 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 76620 |
| IRS990EZ/TotalRevenueAmt | 0 | 70738 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.missoulaelectric.com |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 76620 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 65327 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 40610 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 182557 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 182557 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 76620 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 65327 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 40610 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 182557 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 182557 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: Town of Superior | Donee's Address: 105 Cedar Street, PO Box 729 Superior MT 59872 | Cash Amount Given: $7000 | Date of Gift: 20230118 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Donee's Name: Awards less than $5,000 | Cash Amount Given: $69620 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Accounts Receivable - Beginning $23648 Accounts Receivable - Ending $4937 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | After the Form 990 has been prepared by the Organization's accounting firm, management reviews the Form for completeness and accuracy. Once management believes the Form is complete and accurate, the Form is provided to the Board for their review. After any questions have been addressed, the Form is considered approved by the Board and the President signs the Form 8879-EO, which authorizes the accounting firm to electronically file the return. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part VI, Section A, Line 11b |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Matt Ulberg |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Chairman |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Operation Round-Up |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OPER |
| ReturnHeader/Filer/EIN | 0 | 863106116 |
| ReturnHeader/Filer/PhoneNum | 0 | 4065414433 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1700 W Broadway |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Missoula |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59808 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 260152208 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DECORIA BLAIR & TEAGUE PS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7307 N DIVISION ST STE 222 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SPOKANE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 99208 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5092900106 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Micheal A DeCoria |
| ReturnHeader/ReturnTs | 0 | 2024-05-15T11:48:56-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Matt |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Ulberg |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $20,480
- Liabilities
- $0
- Net assets
- $20,480
- Revenue
- $70,738
- Expenses
- $76,620
- Net income
- -$5,882