Civic Intelligence

Gallagher Western Montana Charitable Foundation Inc. 50400930

990PF • Fiscal year 2021 • EIN 91-2138399

Jan 01, 2021 to Dec 31, 2021 • Filed on May 26, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

60th percentile

21%

Higher net margin than 60% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.4%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

5.2%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,138,753

Up $118,098 (+2.4%) from 2020

Net Assets

Up

$5,138,753

Up $118,098 (+2.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin60th percentile

Revenue

Up

$561,772

Up $27,904 (+5.2%) from 2020

Expenses

Up

$445,828

Up $3,608 (+0.8%) from 2020

Net Income

Up

$115,944

Up $24,296 (+27%) from 2020

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

2021

Assets$5,138,753
Liabilities$0
Net Assets$5,138,753
Open 2021 Filing

Operations Trend

Revenue Growth39th 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

2021

Revenue$561,772
Expenses$445,828
Net Income$115,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 26, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN MAIERExecutive Director-$0--
RICK HARTChairman-$0--
LARRY GIANCHETTAVice Chairman-$0--
RICK BASKETTSecretary/Treasurer-$0--
US BANK N ATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF MISSOULA COW & R GALLAGHER FDN BLDGPCMISSOULA, MT, US$50,000
Paid GrantYOUTH HOMES INCPARTNERING FOR GOODPCMISSOULA, MT, US$25,000
Paid GrantZOOTOWN COMMUNITY ARTS CENTERART ED / YOUTH & ADULTSPCMISSOULA, MT, US$25,000
Paid GrantBUTTERFLY HOUSEGENERAL OPERATINGPCMISSOULA, MT, US$25,000
Paid GrantTHE NORTH LAKE COUNTY LIBRARY FDNGENERAL OPERATINGPCPOLSON, MT, US$25,000
Paid GrantPARTNERS HOPE FOUNDATIONGENERAL OPERATINGPCMISSOULA, MT, US$20,000
Paid GrantPROVIDENCE MT FDN FOR ST PAT HOUSEWELCOME HOME FUNDPCMISSOULA, MT, US$18,880
Paid GrantMISSOULA CHILDREN'S THEATREINCR ACCESS MT / ENGAGEPCMISSOULA, MT, US$12,000
Paid GrantMONTANA FOOD BANKBACKPACK PROGRAMPCMISSOULA, MT, US$10,000
Paid GrantYWCA OF MISSOULA MTCAPITAL CAMPAIGNPCMISSOULA, MT, US$10,000
Paid GrantMISSOULA AGING SERVICESRESPITE CARE AND INHOMEPCMISSOULA, MT, US$10,000
Paid GrantBOYS & GIRLS CLUB OF MISSOULA COUNTYGENERAL PURPOSEPCMISSOULA, MT, US$10,000
Paid GrantWATSON CHILDREN'S SHELTERSUMMER ENRICH PROGRAMSPCMISSOULA, MT, US$7,500
Paid GrantMISSOULA ART MUSEUMFREE EDUCATION AT MAMPCMISSOULA, MT, US$7,500
Paid GrantMONTANA HISTORICAL SOCIETYGENERAL OPERATINGPCHELENA, MT, US$7,000
Paid GrantCHILD BRIDGEFINDING FAMILIES IN W MTPCMISSOULA, MT, US$6,000
Paid GrantMCH (MT CENTER FOR HORSEMANSHIP)GENERAL OPERATINGPCDILLON, MT, US$5,300
Paid GrantA CAROUSEL FOR MISSOULADRAGON HALLOW RENOVATIONPCMISSOULA, MT, US$5,000
Paid GrantTAMARACK GRIEF RESOURCEGRIEF WORKSHOP SERIESPCMISSOULA, MT, US$5,000
Paid GrantBOYS & GIRLS CLUB-RONANGRANT CAMPAIGNPCRONAN, MT, US$5,000
Paid GrantROCKY MOUNTAIN BALLET THEATREGLOBAL CULTURAL EXC MTPCMISSOULA, MT, US$5,000
Paid GrantGARDEN CITY HARVESTGRANT FOR COMMUNITY GARDENSPCMISSOULA, MT, US$5,000
Paid GrantCASAGENERAL OPERATINGPCMISSOULA, MT, US$5,000
Paid GrantSUMMIT CAREER CENTERGENERAL OPERATINGPCSTEVENSVILLE, MT, US$5,000
Paid GrantRAMPGENERAL OPERATINGPCMISSOULA, MT, US$5,000
Paid GrantTOWN OF SUPERIORGENERAL OPERATINGPCSUPERIOR, MT, US$5,000
Paid GrantOPERATION WARMMSLA NEW WINTER COATSPCPHILADELPHIA, PA, US$4,000
Paid GrantMONTANA NATURAL HIST CENTVISITING NATURALIST INPCMISSOULA, MT, US$3,000
Paid GrantMISSOULA WRITING COLLABORATIVECREATIVE WRITING FLOR&DARBYPCMISSOULA, MT, US$3,000
Paid GrantPOLSON SCHOOL DISTRICT #23GENERAL OPERATINGPCPOLSON, MT, US$3,000
Paid GrantWRITING COACHES OF MISSOULAWRITING COACH RAVALLIPCMISSOULA, MT, US$2,500
Paid GrantARTS MISSOULAFIRST NIGHT MISSOULAPCMISSOULA, MT, US$2,000
Paid GrantTHE LIFE GUARD GROUPGENERAL PURPOSEPCMISSOULA, MT, US$200
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
2022-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph Castriano
Phone
4123556000
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010054
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0445828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0561668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0561772
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt075195
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0108948
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32005-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152008-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162005-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182006-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202008-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212005-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-11-08

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Filings

Displayed year

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

Open filing
Assets
$5,138,753
Liabilities
$0
Net assets
$5,138,753
Revenue
$561,772
Expenses
$445,828
Net income
$115,944
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
2021Detailed filing. Detailed filing data is available for this year.$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