Civic Intelligence

Max S Baucus Institute

990EZ • Fiscal year 2021 • EIN 86-3725571

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profilewww.baucusinstitute.org
32 Campus DriveMissoula, MT 59801

(406) 243-6623

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2021 filings • NTEE T30 • <$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 / AssetsScore unavailable

Assets

$90,000

No earlier filing loaded for comparison.

Net Assets

$90,000

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$90,000

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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: $90,000Net Assets 2021: $90,0002021Assets 2022: $714,305Liabilities 2022: $0Net Assets 2022: $714,3052022Assets 2023: $1,103,677Liabilities 2023: $10,743Net Assets 2023: $1,092,9342023Assets 2024: $1,282,834Liabilities 2024: $5,745Net Assets 2024: $1,277,0892024

Highlighted filing

2021

Assets$90,000
Liabilities-
Net Assets$90,000
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0Revenue 2021: $90,0002021Revenue 2022: $843,842Expenses 2022: $214,427Net Income 2022: $629,4152022Revenue 2023: $726,227Expenses 2023: $428,375Net Income 2023: $297,8522023Revenue 2024: $909,622Expenses 2024: $807,874Net Income 2024: $101,7482024

Highlighted filing

2021

Revenue$90,000
Expenses-
Net Income-
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$90,000
Mission and Program Overview

Mission

To prepare our next generation of public servants.

Program Services

DescriptionGrantsExpenses
THE BAUCUS CLIMATE SCHOLARS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN THE ENVIRONMENT, NATURAL RESOURCES, AND CLIMATE AT ORGANIZATIONS WORKING AT THE FOREFRONT OF THESE ISSUES. 2021 WAS THE FIRST YEAR, WITH FOUR STUDENTS PLACED AS CLIMATE SCHOLARS.--
THE BAUCUS INSTITUTE'S SPEAKER SERIES BRINGS GLOBAL THOUGHT LEADERS IN THE AREAS OF INTERNAL RELATIONS, CLIMATE CHANGE, FOREIGN POLICY, AND POLITICS TO MONTANA FOR PUBLIC DISCUSSIONS ABOUT THESE ISSUES. THESE LECTURES ARE FREE AND OPEN TO THE PUBLIC, AND THE COMBINED IN-PERSON AND VIRTUAL AUDIENCES ARE 1,000 PLUS.--
THE BAUCUS LEADERS PROGRAM PLACES UNDERGRADUATE AND GRADUATE MONTANA STUDENTS WITH AN INTEREST IN PUBLIC SERVICE AT LEGISLATIVE OFFICES IN WASHINGTON DC FOR TWO-MONTH SUMMER INTERNSHIPS. IN 2021, EIGHT BAUCUS LEADERS PARTICIPATED IN THE PROGRAM.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAX BAUCUSPresident-$0--
MELODEE HANESVice President-$0--
Filing and Contact Details

Filer

Filer Name
Max S Baucus Institute
EIN
86-3725571
Phone
4062436623
Address
32 CAMPUS DRIVE, MISSOULA, MT 59801

Signing Officer

Name
Samuel Panarella
Title
Executive Director
Signed
2022-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Drive Suite 7, Bozeman, MT 59718
Preparer
Holly Galen CPA
Phone
4065853393
Raw XML Appendix121 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE BAUCUS INSTITUTE'S SPEAKER SERIES BRINGS GLOBAL THOUGHT LEADERS IN THE AREAS OF INTERNAL RELATIONS, CLIMATE CHANGE, FOREIGN POLICY, AND POLITICS TO MONTANA FOR PUBLIC DISCUSSIONS ABOUT THESE ISSUES. THESE LECTURES ARE FREE AND OPEN TO THE PUBLIC, AND THE COMBINED IN-PERSON AND VIRTUAL AUDIENCES ARE 1,000 PLUS.
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$90,000
Liabilities
-
Net assets
$90,000
Revenue
$90,000
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.28$0.91$0.81$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.73$0.43$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.84$0.21$0.63
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.09