Civic Intelligence

Arete Foundation

EIN 95-3806437 • Bozeman, MT

Pub. 78 Eligible
13160 Portnell RoadBozeman, MT 59718
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-3941%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-5.3%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-86%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$44,636

Down $2,522 (-5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$44,636

Down $2,522 (-5.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$64

Down $386 (-86%) from 2023

Expenses

Up

$2,586

Up $1,142 (+79%) from 2023

Net Income

Down

-$2,522

Down $1,528 (-154%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $71,566Liabilities 2011: $2092011Assets 2012: $70,659Liabilities 2012: $408Net Assets 2012: $70,2512012Assets 2013: $70,563Liabilities 2013: $409Net Assets 2013: $70,1542013Assets 2014: $68,855Liabilities 2014: $409Net Assets 2014: $68,4462014Assets 2015: $67,571Liabilities 2015: $1Net Assets 2015: $67,5702015Assets 2016: $65,902Liabilities 2016: $1Net Assets 2016: $65,9012016Assets 2017: $64,223Liabilities 2017: $0Net Assets 2017: $64,2232017Assets 2018: $61,367Liabilities 2018: $1Net Assets 2018: $61,3662018Assets 2019: $58,150Liabilities 2019: $0Net Assets 2019: $58,1502019Assets 2020: $54,596Liabilities 2020: $0Net Assets 2020: $54,5962020Assets 2021: $51,800Liabilities 2021: $0Net Assets 2021: $51,8002021Assets 2023: $47,158Liabilities 2023: $0Net Assets 2023: $47,1582023Assets 2024: $44,636Liabilities 2024: $0Net Assets 2024: $44,6362024

Highlighted filing

2024

Assets$44,636
Liabilities$0
Net Assets$44,636
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2011: $1,861Expenses 2011: $4,732Net Income 2011: -$2,8712011Expenses 2012: $3,6722012Revenue 2013: $4,163Expenses 2013: $4,260Net Income 2013: -$972013Revenue 2014: $3,190Expenses 2014: $4,898Net Income 2014: -$1,7082014Revenue 2015: $3,234Expenses 2015: $4,110Net Income 2015: -$8762015Revenue 2016: $2,944Expenses 2016: $4,613Net Income 2016: -$1,6692016Revenue 2017: $2,639Expenses 2017: $4,317Net Income 2017: -$1,6782017Revenue 2018: $2,318Expenses 2018: $5,175Net Income 2018: -$2,8572018Revenue 2019: $1,981Expenses 2019: $5,197Net Income 2019: -$3,2162019Revenue 2020: $1,505Expenses 2020: $5,059Net Income 2020: -$3,5542020Revenue 2021: $1,254Expenses 2021: $4,050Net Income 2021: -$2,7962021Revenue 2023: $450Expenses 2023: $1,444Net Income 2023: -$9942023Revenue 2024: $64Expenses 2024: $2,586Net Income 2024: -$2,5222024

Highlighted filing

2024

Revenue$64
Expenses$2,586
Net Income-$2,522
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,636
Liabilities
$0
Net assets
$44,636
Revenue
$64
Expenses
$2,586
Net income
-$2,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.6$0.00$44.6$0.06$2.59$2.52
2023Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$0.45$1.44$0.99
2021Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$1.25$4.05$2.80
2020Detailed filing. Detailed filing data is available for this year.$54.6$0.00$54.6$1.51$5.06$3.55
2019Detailed filing. Detailed filing data is available for this year.$58.2$0.00$58.2$1.98$5.20$3.22
2018Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$2.32$5.18$2.86
2017Detailed filing. Detailed filing data is available for this year.$64.2$0.00$64.2$2.64$4.32$1.68
2016Detailed filing. Detailed filing data is available for this year.$65.9$0.00$65.9$2.94$4.61$1.67
2015Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$3.23$4.11$0.88
2014Detailed filing. Detailed filing data is available for this year.$68.9$0.41$68.4$3.19$4.90$1.71
2013Detailed filing. Detailed filing data is available for this year.$70.6$0.41$70.2$4.16$4.26$0.10
2012Detailed filing. Detailed filing data is available for this year.$70.7$0.41$70.3$3.67
2011Summary only. Only limited summary data is available for this year.$71.6$0.21$1.86$4.73$2.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA NEALEPresident-$0--
GRAHAM NEALEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Arete Foundation
EIN
95-3806437
Phone
4065812867
Address
13160 PORTNELL ROAD, BOZEMAN, MT 59718

Signing Officer

Name
Diana Neale
Title
President
Phone
4065812867
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Porter Muirhead Cornia & Howard Cpas
Address
PO BOX 2750, CASPER, WY 82602
Preparer
Heidi F Morrison CPA
Phone
3072654311
Raw XML Appendix280 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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01408
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01408
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06533
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01663
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02486
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07941
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05455
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0CASA ESPERANZA HOMELESS CENTER (PATH)
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0UNRELATED NFP
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt05.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt02024-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt070000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0TO SUPPORT THE SHELTERS OPERATIONS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02013-06
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0MONTHLY INSTALLMENT PAYMENTS DUE BY THE 1ST OF EACH MONTH TO MATURITY
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0SIGNED LOAN AGREEMENT WITH TERM AND CONDITIONS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA NEALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065812867
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARETE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARET
ReturnHeader/Filer/EIN0953806437
ReturnHeader/Filer/PhoneNum04065812867
ReturnHeader/Filer/USAddress/AddressLine1Txt013160 PORTNELL ROAD
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830220400
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTER MUIRHEAD CORNIA & HOWARD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CASPER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd082602
ReturnHeader/PreparerPersonGrp/PhoneNum03072654311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI F MORRISON CPA
ReturnHeader/ReturnTs02025-10-13T12:14:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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