Civic Intelligence

Max S Baucus Institute

990 • Fiscal year 2022 • EIN 86-3725571

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 03, 2023

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

50th percentile

0.00x

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

2022 filings • NTEE T30 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

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

2022 filings • NTEE T30 • $500k-$1M nonprofits • Source year 2022

Net Margin

88th percentile

75%

Higher net margin than 88% of similar nonprofits.

2022 filings • NTEE T30 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

76th percentile

$35,301

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2022 filings • NTEE T30 • $500k-$1M nonprofits • Source year 2022

Asset Growth

92nd percentile

694%

Faster asset growth than 92% of similar nonprofits.

2022 filings • NTEE T30 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

838%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • NTEE T30 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$714,305

Up $624,305 (+694%) from 2021

Net Assets

Up

$714,305

Up $624,305 (+694%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin88th percentile

Revenue

Up

$843,842

Up $753,842 (+838%) from 2021

Expenses

$214,427

No earlier filing loaded for comparison.

Net Income

$629,415

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

2022

Assets$714,305
Liabilities$0
Net Assets$714,305
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

2022

Revenue$843,842
Expenses$214,427
Net Income$629,415
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 3, 2023
Return Version
2022v4.1
Gross Receipts
$843,842
Mission and Program Overview

Mission

To prepare our next generation of public servants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,000$677,205▲ $587,205
Investments in Publicly Traded Securities-$37,100-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$90,000$714,305▲ $624,305
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$366,060-
Net Assets Without Donor Restrictions$90,000$348,245▲ $258,245
Total Net Assets Fund Balance$90,000$714,305▲ $624,305
Total Liabilities and Net Assets / Fund Balance$90,000$714,305▲ $624,305
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Sam PanarellaExecutive DirectorFT$35,301$35,301

Board Members and Trustees

NameTitle
Max BaucusPresident
Melodee HanesVice President
Revenue and Support

Revenue Composition

Contributions and Grants
$842,721
Program Service Revenue
$1,026
Investment Income
$95
Other Revenue
$0
All Other Contributions
$842,721
Change in Net Assets
$629,415

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$51,583Fair Market Value (FMV)
Total Noncash Contributions1$51,583-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,304
Grants and Similar Amounts Paid$35,123
Total Fundraising Expense$14,344
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$63,634$11,421$6,527$81,582
Grants to Domestic Orgs$27,000--$27,000
Occupancy$20,899$3,751$2,143$26,793
Grants to Domestic Individuals$8,123--$8,123
Travel$5,720$1,026$587$7,333
Office Expenses$1,006$181$103$1,290
Insurance$819$147$84$1,050
Advertising$324$59$33$416
Other Expenses$67$12$7$86
Total Functional Expenses$174,980$25,103$14,344$214,427
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Mt FoundationMissoula, MT-Student Stipends$26,500
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

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
2023-03-03
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Mt
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
10

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Dr Ste 7, Bozeman, MT 59718
Preparer
Holly Galen CPA
Phone
4065853393
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program services 4: the baucus leaders montana program places undergraduate andgraduate montana students with an interest in public service at montana-basedgovernment and nonprofit organizations. In 2022, we placed 6 baucus leadersmontana. Other program services 5: the baucus fellows are interns at the big barn dialogues inmontana, with a focus on us-china relations. In 2022, 5 baucus fellows participated.”

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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt051583
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: THE BAUCUS LEADERS MONTANA PROGRAM PLACES UNDERGRADUATE ANDGRADUATE MONTANA STUDENTS WITH AN INTEREST IN PUBLIC SERVICE AT MONTANA-BASEDGOVERNMENT AND NONPROFIT ORGANIZATIONS. IN 2022, WE PLACED 6 BAUCUS LEADERSMONTANA. OTHER PROGRAM SERVICES 5: THE BAUCUS FELLOWS ARE INTERNS AT THE BIG BARN DIALOGUES INMONTANA, WITH A FOCUS ON US-CHINA RELATIONS. IN 2022, 5 BAUCUS FELLOWS PARTICIPATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE UNIVERSITY OF MONTANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0816001713
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt035301
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt19317
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE UNIVERSITY OF MONTANA
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE UNIVERSITY OF MONTANA
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025103
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0174980
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214427
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt090000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0714305
IRS990/TotalOtherProgSrvcExpenseAmt043745
IRS990/TotalOtherProgSrvcGrantAmt09957
IRS990/TotalProgramServiceExpensesAmt0174980
IRS990/TotalProgramServiceRevenueAmt01026
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01121
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0843842
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt090000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0714305
IRS990/TotReportableCompRltdOrgAmt035301
IRS990/TravelGrp/FundraisingAmt0587
IRS990/TravelGrp/ManagementAndGeneralAmt01026
IRS990/TravelGrp/ProgramServicesAmt05720
IRS990/TravelGrp/TotalAmt07333
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/VotingMembersGoverningBodyCnt02
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IRS990/WebsiteAddressTxt0www.baucusinstitute.org
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$714,305
Liabilities
$0
Net assets
$714,305
Revenue
$843,842
Expenses
$214,427
Net income
$629,415
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