Civic Intelligence

Gallagher Western Montana Charitable Foundation Inc. 50400930

990PF • Fiscal year 2017 • EIN 91-2138399

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 07, 2018

Organization Profile
P O Box 4787Missoula, MT 59806

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$48,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

33rd percentile

-0.5%

Faster asset growth than 33% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

50th percentile

5.0%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,102,280

Down $48,415 (-0.9%) from 2015

Net Assets

$5,102,280

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin49th percentile

Revenue

Up

$318,944

Up $29,552 (+10%) from 2015

Expenses

Down

$309,861

Down $34,045 (-9.9%) from 2015

Net Income

Up

$9,083

Up $63,597 (+117%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,391,947Liabilities 2011: $02011Assets 2012: $5,280,120Liabilities 2012: $0Net Assets 2012: $5,280,1202012Assets 2013: $5,337,837Liabilities 2013: $02013Assets 2014: $5,204,118Liabilities 2014: $0Net Assets 2014: $5,204,1182014Assets 2015: $5,150,695Liabilities 2015: $02015Assets 2017: $5,102,280Liabilities 2017: $0Net Assets 2017: $5,102,2802017Assets 2018: $5,056,009Liabilities 2018: $0Net Assets 2018: $5,056,0092018Assets 2019: $4,929,168Liabilities 2019: $0Net Assets 2019: $4,929,1682019Assets 2020: $5,020,655Liabilities 2020: $0Net Assets 2020: $5,020,6552020Assets 2021: $5,138,753Liabilities 2021: $0Net Assets 2021: $5,138,7532021Assets 2022: $5,145,868Liabilities 2022: $0Net Assets 2022: $5,145,8682022Assets 2023: $4,816,455Liabilities 2023: $0Net Assets 2023: $4,816,4552023Assets 2024: $4,537,783Liabilities 2024: $0Net Assets 2024: $4,537,7832024

Highlighted filing

2017

Assets$5,102,280
Liabilities$0
Net Assets$5,102,280
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $169,515Expenses 2011: $357,549Net Income 2011: -$188,0342011Expenses 2012: $351,9862012Revenue 2013: $514,666Expenses 2013: $379,709Net Income 2013: $134,9572013Revenue 2014: $230,958Expenses 2014: $364,513Net Income 2014: -$133,5552014Revenue 2015: $289,392Expenses 2015: $343,906Net Income 2015: -$54,5142015Revenue 2017: $318,944Expenses 2017: $309,861Net Income 2017: $9,0832017Revenue 2018: $342,944Expenses 2018: $388,703Net Income 2018: -$45,7592018Revenue 2019: $276,095Expenses 2019: $401,686Net Income 2019: -$125,5912019Revenue 2020: $533,868Expenses 2020: $442,220Net Income 2020: $91,6482020Revenue 2021: $561,772Expenses 2021: $445,828Net Income 2021: $115,9442021Revenue 2022: $402,482Expenses 2022: $395,173Net Income 2022: $7,3092022Revenue 2023: $164,232Expenses 2023: $493,091Net Income 2023: -$328,8592023Revenue 2024: $230,296Expenses 2024: $509,088Net Income 2024: -$278,7922024

Highlighted filing

2017

Revenue$318,944
Expenses$309,861
Net Income$9,083
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN MAIERExecutive Director-$48,000-$48,000
US BANKAgent-$21,814-$21,814
RICK HARTChairman-$0--
LARRY GIANCHETTAVice Chairman-$0--
RICK BASKETTSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF MISSOULA CO2017 ANNUALPCMISSOULA, MT, US$27,000
Paid GrantMISSOULA FOOD BANKCAPITAL CAMPAIGNPCMISSOULA, MT, US$25,000
Paid GrantPARTNERSHIP FOR CHILDRENCRITICAL SUPPORT TRAMATIZEDPCMISSOULA, MT, US$15,000
Paid GrantYOUTH HOMES INCEMERGENCY SHELTER STAFFINGPCMISSOULA, MT, US$15,000
Paid GrantSTEVENSVILLE PLAYHOUSE INCBACKSTAGE EXPRESSIONPCSTEVENSVILLE, MT, US$15,000
Paid GrantMISSOULA CHILDREN'S THEATRETOURS IN WESTERN MONTANAPCMISSOULA, MT, US$10,000
Paid GrantMISSOULA AGING SERVICESRESPITE CARE AND INHOMEPCMISSOULA, MT, US$10,000
Paid GrantCHILD BRIDGEFINDING FAMILIES IN W MTPCMISSOULA, MT, US$8,000
Paid GrantROCKY MOUNTAIN BALLET THEATREART AND CULTURE EXCHANGEPCMISSOULA, MT, US$7,500
Paid GrantMEDIA ARTS IN THE PUBLIC SCHOOLSMAPS MEDIA INSTUTUTEPCDARBY, MT, US$7,500
Paid GrantBIG BROTHERS & BIG SISTERS MISSOULAFOR BIGS IN BLUEPCMISSOULA, MT, US$7,500
Paid GrantLINCOLN COMMUNITY HALLKITCHEN PROJECTPCLINCOLN, MT, US$7,500
Paid GrantWATSON CHILDREN'S SHELTERSUMMER ENRICH PROGRAMSPCMISSOULA, MT, US$6,362
Paid GrantBOYS & GIRLS CLUB-RONAN FLATHEAD RESERVATION & LAKE COSUMMER PROGRAMSPCRONAN, MT, US$6,000
Paid GrantEMPOWERMTEMPOWERMT YOUTH PROGRAMSPCMISSOULA, MT, US$5,000
Paid GrantMISSOULA WRITING COLLABORATIVEWRITING IN RURAL SCHOOLSPCMISSOULA, MT, US$5,000
Paid GrantBIG SKY FILM INSTITUTEFOR BSFI EDUCATIONALPCMISSOULA, MT, US$5,000
Paid GrantGARDEN CITY HARVESTGRANT FOR RIVER ROADPCMISSOULA, MT, US$5,000
Paid GrantWRITING COACHES OF MISSOULAWRITING COACH RAVALLIPCMISSOULA, MT, US$5,000
Paid GrantFOUNDATION FOR COMMUNITY HEALTHHOME SAFETY KITSPCMISSOULA, MT, US$5,000
Paid GrantTAMARACK GRIEF RESOURCEGRIEF WORKSHOP SERIESPCMISSOULA, MT, US$4,500
Paid GrantCASA LAKE AND SANDERS COUNTIESRECRUIT, TRAIN VOLUNTEERPCPOLSON, MT, US$4,000
Paid GrantMAIN STREET UPTOWN BUTTEFOR BROADCASTING MTPCBUTTE, MT, US$4,000
Paid GrantMISSOULA ART MUSEUMEQUIPMENT NEW MEDIAPCMISSOULA, MT, US$4,000
Paid GrantART MOBILE OF MONTANA C/O SOUTHWEST MT ACCOUNTANCY GPBRING ART MOBILE W MTPCDILLON, MT, US$3,300
Paid GrantMONTANA NATURAL HIST CENTVISITING NATURALIST IN FIRSPCMISSOULA, MT, US$3,000
Paid GrantARTS MISSOULAFIRST NIGHT MISSOULAPCMISSOULA, MT, US$3,000
Paid GrantOPERATION WARMMSLA NEW WINTER COATSPCPHILADELPHIA, PA, US$3,000
Paid GrantA CAROUSEL FOR MISSOULAOPERATIONAL SUPPORTPCMISSOULA, MT, US$2,500
Paid GrantPOVERELLOGRANT FOR SOUP KITCHENPCMISSOULA, MT, US$2,500
Paid GrantBITTERROOT PERFORMING ARTS CO INC2017-2018 PERFORM ARTSPCHAMILTON, MT, US$1,000
Paid GrantDUNROVIN RANCHGENERAL SUPPORTPCLOLO, MT, US$500
Filing and Contact Details

Filer

Filer Name
Gallagher Western Montana Charitable
EIN
91-2138399
Phone
5034643580
Address
P O BOX 4787, MISSOULA, MT 59806

Signing Officer

Name
Rick Hart
Title
Chariman
Phone
5034643580
Signed
2018-03-07

Preparer

Firm
US Bank
Address
PO BOX 3168, PORTLAND, OR 97208
Preparer
Becky Norlander
Phone
5034643580
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CVS HEALTH CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BANK OF AMERICA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COSTCO WHSL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ALPHABET INC CL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BARON EMERGING MARKETS INSTITU
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105WALT DISNEY CO THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106CANADIAN NATURAL RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107HARDING LOEVNER INTERNATIONAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110SCHWAB U S TIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111AMERICAN CAMPUS COMMUNITIES

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,102,280
Liabilities
$0
Net assets
$5,102,280
Revenue
$318,944
Expenses
$309,861
Net income
$9,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.23$0.51$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.16$0.49$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.40$0.40$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$0.56$0.45$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.53$0.44$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.28$0.40$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.34$0.39$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.32$0.31$0.01
2015Summary only. Only limited summary data is available for this year.$5.15$0.00$0.29$0.34$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.23$0.36$0.13
2013Summary only. Only limited summary data is available for this year.$5.34$0.00$0.51$0.38$0.13
2012Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.35
2011Summary only. Only limited summary data is available for this year.$5.39$0.00$0.17$0.36$0.19