Civic Intelligence

Carl & Norma Alt Foundation

990PF • Fiscal year 2020 • EIN 94-3118039

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 21, 2021

Organization Profile
PO Box 1490Trout Creek, MT 59874

(509) 724-1845

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

8th percentile

-105%

Higher net margin than 8% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2017 to 2020

Revenue Growth

29th percentile

-20%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$553,303

Up $2,565 (+0.5%) from 2017

Net Assets

$553,258

No earlier filing loaded for comparison.

Liabilities

Up

$45

Up $45 from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin8th percentile

Revenue

Down

$19,442

Down $18,772 (-49%) from 2017

Expenses

Down

$39,930

Down $203,982 (-84%) from 2017

Net Income

Up

-$20,488

Up $185,210 (+90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$800K$600K$400K$200K$0Assets 2011: $652,547Liabilities 2011: $0Net Assets 2011: $652,5472011Assets 2012: $638,496Liabilities 2012: $02012Assets 2013: $636,950Liabilities 2013: $0Net Assets 2013: $636,9502013Assets 2014: $604,230Liabilities 2014: $0Net Assets 2014: $604,2302014Assets 2015: $554,319Liabilities 2015: $12015Assets 2017: $550,738Liabilities 2017: $02017Assets 2020: $553,303Liabilities 2020: $45Net Assets 2020: $553,2582020Assets 2021: $583,213Liabilities 2021: $452021

Highlighted filing

2020

Assets$553,303
Liabilities$45
Net Assets$553,258
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $45,6002011Revenue 2012: $30,982Expenses 2012: $45,033Net Income 2012: -$14,0512012Revenue 2013: $35,339Expenses 2013: $36,885Net Income 2013: -$1,5462013Revenue 2014: $21,013Expenses 2014: $53,733Net Income 2014: -$32,7202014Revenue 2015: $36,905Expenses 2015: $86,816Net Income 2015: -$49,9112015Revenue 2017: $38,214Expenses 2017: $243,912Net Income 2017: -$205,6982017Revenue 2020: $19,442Expenses 2020: $39,930Net Income 2020: -$20,4882020Revenue 2021: $53,121Expenses 2021: $23,211Net Income 2021: $29,9102021

Highlighted filing

2020

Revenue$19,442
Expenses$39,930
Net Income-$20,488
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monte NesbittTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carl & Norma Alt Foundation
EIN
94-3118039
Phone
5097241845
Address
PO Box 1490, Trout Creek, MT 59874

Signing Officer

Name
Monte Nesbitt
Title
Trustee
Phone
5097241845
Signed
2021-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Fruci & Associates PS
Address
PO Box 2163, Spokane, WA 99210-2163
Preparer
Zoe Ann Foltz CPA
Phone
5096249223
Raw XML Appendix321 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Bank of America
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Centene Corporation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Citigroup Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Wellcare Health Plans Inc
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036401
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06925
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028794
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065195
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07642
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0480373
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Morgan Stanley
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0474800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0785480
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05188
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07409
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
TaxesSchedule/TaxesDetail/Amt019768
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Monte Nesbitt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05097241845
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carl & Norma Alt Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0943118039
ReturnHeader/Filer/PhoneNum05097241845
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1490
ReturnHeader/Filer/USAddress/CityNm0Trout Creek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208571624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fruci & Associates PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2163
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spokane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0992102163
ReturnHeader/PreparerPersonGrp/PhoneNum05096249223
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zoe Ann Foltz CPA
ReturnHeader/ReturnTs02021-09-21T17:03:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Monte
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nesbitt
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,303
Liabilities
$45
Net assets
$553,258
Revenue
$19,442
Expenses
$39,930
Net income
-$20,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Summary only. Only limited summary data is available for this year.$5.83$0.00$0.53$0.23$0.30
2020Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.19$0.40$0.20
2017Summary only. Only limited summary data is available for this year.$5.51$0.00$0.38$2.44$2.06
2015Summary only. Only limited summary data is available for this year.$5.54$0.00$0.37$0.87$0.50
2014Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.21$0.54$0.33
2013Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.35$0.37$0.02
2012Summary only. Only limited summary data is available for this year.$6.38$0.00$0.31$0.45$0.14
2011Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.46