Civic Intelligence

Operation Round-Up

990EZ • Fiscal year 2024 • EIN 86-3106116

Jan 01, 2024 to Dec 31, 2024 • Filed on May 12, 2025

Organization Profilewww.missoulaelectric.com
1700 W BroadwayMissoula, MT 59808

(406) 541-4433

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

57th percentile

6.9%

Higher net margin than 57% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-9.5%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$24,869

Up $4,389 (+21%) from 2023

Net Assets

Up

$24,869

Up $4,389 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin57th percentile

Revenue

Down

$64,039

Down $6,699 (-9.5%) from 2023

Expenses

Down

$59,650

Down $16,970 (-22%) from 2023

Net Income

Up

$4,389

Up $10,271 (+175%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$30K$20K$10K$0Assets 2022: $26,362Liabilities 2022: $02022Assets 2023: $20,480Liabilities 2023: $0Net Assets 2023: $20,4802023Assets 2024: $24,869Liabilities 2024: $0Net Assets 2024: $24,8692024Assets 2025: $27,744Liabilities 2025: $0Net Assets 2025: $27,7442025

Highlighted filing

2024

Assets$24,869
Liabilities$0
Net Assets$24,869
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$100K$50K$0-$50KRevenue 2022: $65,327Expenses 2022: $65,635Net Income 2022: -$3082022Revenue 2023: $70,738Expenses 2023: $76,620Net Income 2023: -$5,8822023Revenue 2024: $64,039Expenses 2024: $59,650Net Income 2024: $4,3892024Revenue 2025: $65,490Expenses 2025: $62,615Net Income 2025: $2,8752025

Highlighted filing

2024

Revenue$64,039
Expenses$59,650
Net Income$4,389
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.2
Gross Receipts
$64,039
Mission and Program Overview

Mission

Accumulation and disbursement of funds

Program Services

DescriptionGrantsExpenses
Provided $59,650 funding during the year for various organizations within Missoula Electric Cooperatives service area-$59,650
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonia ShearerVice Chairmansecretary-$0--
Matt UlbergFormer Chairman-$0--
Debra LesterTreasurer-$0--
Donald StoutTrustee-$0--
Caitlin WilliamsTrustee-$0--
Jon KimbleTrustee-$0--
James LindquistTrustee-$0--
Michelle KuntzTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Operation Round-Up
EIN
86-3106116
In Care Of
% Sonia Shearer
Phone
4065414433
Address
1700 W Broadway, Missoula, MT 59808

Signing Officer

Name
Sonia Shearer
Title
Vice ChairmanSecretary
Phone
4065414433
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
MADDAD Accounting and Tax Services
Address
7307 N DIVISION ST Ste 222, Spokane, WA 99208
Preparer
Louis Brandley
Phone
5092900106
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Grantee Ovando Elementary School Street 108 Birch Street City, State, Zip Ovando, MT 59854Amount 6,000Grantee Montana Hope Project Street PO BOX 5927 City, State, Zip Helena, MT 59604Amount 5,000Grantee Awards Less than $5,000 Amount 48,650”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 4,937 4,753”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Keelie Montalban
IRS990EZ/BooksInCareOfDetail/PhoneNum04065414433
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01700 W Broadway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Missoula
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015543
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020116
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064039
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04389
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020480
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024869
IRS990EZ/GrantsAndSimilarAmountsPaidAmt059650
IRS990EZ/GrossReceiptsAmt064039
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020480
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024869
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020480
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024869
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sonia Shearer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matt Ulberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Debra Lester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donald Stout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Caitlin Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jon Kimble
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6James Lindquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michelle Kuntz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice ChairmanSecretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Former Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04937
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Accumulation and disbursement of funds
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided $59,650 funding during the year for various organizations within Missoula Electric Cooperatives service area
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059650
IRS990EZ/TotalProgramServiceExpensesAmt059650
IRS990EZ/TotalRevenueAmt064039
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.missoulaelectric.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0242207
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0242207
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt076620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040610
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0242207
IRS990ScheduleA/TotalSupportAmt0242207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Ovando Elementary School Street 108 Birch Street City, State, Zip Ovando, MT 59854Amount 6,000Grantee Montana Hope Project Street PO BOX 5927 City, State, Zip Helena, MT 59604Amount 5,000Grantee Awards Less than $5,000 Amount 48,650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccounts Receivable 4,937 4,753
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SONIA SHEARER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice ChairmanSecretary
ReturnHeader/BusinessOfficerGrp/PhoneNum04065414433
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Operation Round-Up
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0863106116
ReturnHeader/Filer/InCareOfNm0% Sonia Shearer
ReturnHeader/Filer/PhoneNum04065414433
ReturnHeader/Filer/USAddress/AddressLine1Txt01700 W Broadway
ReturnHeader/Filer/USAddress/CityNm0Missoula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059808
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475577310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MADDAD Accounting and Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07307 N DIVISION ST Ste 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spokane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099208
ReturnHeader/PreparerPersonGrp/PhoneNum05092900106
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS BRANDLEY
ReturnHeader/ReturnTs02025-09-02T17:35:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,869
Liabilities
$0
Net assets
$24,869
Revenue
$64,039
Expenses
$59,650
Net income
$4,389
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$65.5$62.6$2.88
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$64.0$59.7$4.39
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$70.7$76.6$5.88
2022Summary only. Only limited summary data is available for this year.$26.4$0.00$65.3$65.6$0.31