Civic Intelligence

Operation Round-Up

990EZ • Fiscal year 2025 • EIN 86-3106116

Jan 01, 2025 to Dec 31, 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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

4.4%

Higher net margin than 52% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

2.3%

Faster revenue growth than 51% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$27,744

Up $2,875 (+12%) from 2024

Net Assets

Up

$27,744

Up $2,875 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin52nd percentile

Revenue

Up

$65,490

Up $1,451 (+2.3%) from 2024

Expenses

Up

$62,615

Up $2,965 (+5.0%) from 2024

Net Income

Down

$2,875

Down $1,514 (-34%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2025

Assets$27,744
Liabilities$0
Net Assets$27,744
Open 2025 Filing

Operations Trend

Revenue Growth51st 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

2025

Revenue$65,490
Expenses$62,615
Net Income$2,875
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 10, 2026
Return Version
2025v4.1
Gross Receipts
$65,490
Mission and Program Overview

Mission

Accumulation and disbursement of funds

Program Services

DescriptionGrantsExpenses
Provided $62,615 funding during the year for various organizations within Missoula Electric Cooperatives service area-$62,615
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonia ShearerInterim Chairman-$0--
Debra LesterTreasurer-$0--
Donald StoutTrustee-$0--
Caitlin WilliamsInterim Vice Chairsecretary-$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
Interim Chairman
Phone
4065414433
Signed
2026-04-10
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 Search and Rescue of Mineral CountyStreet PO BOX 823 City, State, Zip Superior, MT 59872Amount 5,250Grantee Montana Food Bank Network Street 5625 Expressway City, State, Zip Missoula, MT 59808Amount 8,000Grantee Awards Less than $5,000 Amount 49,365”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 4,753 4,629”

Raw XML Appendix152 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/PersonNm0Dana Scheffer
IRS990EZ/BooksInCareOfDetail/PhoneNum04065414433
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01700 W Broadway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Missoula
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020116
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023115
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065490
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02875
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024869
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027744
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062615
IRS990EZ/GrossReceiptsAmt065490
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024869
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027744
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024869
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027744
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sonia Shearer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debra Lester
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Donald Stout
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Caitlin Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jon Kimble
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James Lindquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Michelle Kuntz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Interim Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Interim Vice ChairSecretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04753
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04629
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Accumulation and disbursement of funds
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided $62,615 funding during the year for various organizations within Missoula Electric Cooperatives service area
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062615
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062615
IRS990EZ/TotalProgramServiceExpensesAmt062615
IRS990EZ/TotalRevenueAmt065490
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.missoulaelectric.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0304822
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0304822
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040610
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0304822
IRS990ScheduleA/TotalSupportAmt0304822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Search and Rescue of Mineral CountyStreet PO BOX 823 City, State, Zip Superior, MT 59872Amount 5,250Grantee Montana Food Bank Network Street 5625 Expressway City, State, Zip Missoula, MT 59808Amount 8,000Grantee Awards Less than $5,000 Amount 49,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccounts Receivable 4,753 4,629
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/PersonTitleTxt0Interim Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04065414433
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-10
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/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/PreparationDt02026-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS BRANDLEY
ReturnHeader/ReturnTs02026-04-13T10:29:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,744
Liabilities
$0
Net assets
$27,744
Revenue
$65,490
Expenses
$62,615
Net income
$2,875
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