Nonprofit · EIN 03-0354382
CASTING FOR RECOVERY INC
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,475,492 | $2,241,587 | $233,905 | $3,872,697 | $68,750 | $3,803,947 |
| December 31, 2024 | 990 | $2,344,128 | $2,010,569 | $333,559 | $3,552,157 | $122,411 | $3,429,746 |
| December 31, 2023 | 990 | $1,870,438 | $1,973,450 | -$103,012 | $3,107,152 | $125,283 | $2,981,869 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,902,497
- of which government grants
- $27,321
- Program service revenue
- $0
- Investment income
- $86,562
- Net income from fundraising events
- $357,016
- Net income from gaming
- $120,157
- Net income from sales of inventory
- $9,260
- Other revenue
- $486,433
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $135,422
- Other salaries and wages
- $843,432
- Salaries, compensation and benefits (total)
- $1,143,702
- Professional fundraising fees
- $0
- Legal fees
- $1,272
- Accounting fees
- $63,146
- Occupancy
- $60,737
- Travel
- $30,489
- Depreciation
- $253
- Program services (functional)
- $1,635,499
- Management and general (functional)
- $275,992
- Fundraising (functional)
- $330,096
Balance sheet and other
- Total assets, start of year
- $3,552,157
- Total assets, end of year
- $3,872,697
- Total liabilities, end of year
- $68,750
- Net assets, end of year
- $3,803,947
- Land, buildings and equipment
- $14,908
- Publicly traded securities
- $2,663,075
- Net assets without donor restrictions
- $1,072,574
- Net assets with donor restrictions
- $2,731,373
- Gross receipts
- $2,699,995
- Employees
- 14
- Volunteers
- 1,800
- Year formed
- 1996
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN GAETZ | Executive Dir. Officer | 40 | $131,946 | $3,475 |
| Whitney Milhoan | Trustee Trustee or director | 1 | $0 | $0 |
| PATRICIA TRISH SHANDS MD | Trustee Trustee or director | 1 | $0 | $0 |
| Beverly Smith | Trustee Trustee or director | 1 | $0 | $0 |
| LINDA LOVGREN APR | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| RONETTA RONI BRIGGS | Chair Trustee or director, Officer | 1 | $0 | $0 |
| DANIEL DANI ROSE | Trustee Trustee or director | 1 | $0 | $0 |
| BENITA WALTON | Trustee Trustee or director | 1 | $0 | $0 |
| SCOTT CASSITY | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| CAITLYN MURPHY | Trustee Trustee or director | 1 | $0 | $0 |
| CINDY THEBAUD | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| DANIEL HAYES | Trustee Trustee or director | 1 | $0 | $0 |
| ROBERT TOMPKINS | Trustee Trustee or director | 1 | $0 | $0 |
| JENNIFER JENN SPARKS | Trustee Trustee or director | 1 | $0 | $0 |
| Matt Pistorio | Trustee Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Haas | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN GAETZ | Executive Dir. Officer | 40 | $125,600 |
| CHARLES PENLEY MD | Chair Trustee or director, Officer | 1 | $0 |
| PATRICIA TRISH SHANDS MD | Trustee Trustee or director | 1 | $0 |
| KRISTIN MELLINGER | Treasurer Trustee or director, Officer | 1 | $0 |
| LINDA LOVGREN APR | Secretary Trustee or director, Officer | 1 | $0 |
| RONETTA RONI BRIGGS | Vice Chair Trustee or director, Officer | 1 | $0 |
| DANIEL DANI ROSE | Trustee Trustee or director | 1 | $0 |
| BENITA WALTON | Trustee Trustee or director | 1 | $0 |
| SCOTT CASSITY | Trustee Trustee or director | 1 | $0 |
| CAITLYN MURPHY | Trustee Trustee or director | 1 | $0 |
| CINDY THEBAUD | Trustee Trustee or director | 1 | $0 |
| DANIEL HAYES | Trustee Trustee or director | 1 | $0 |
| ROBERT TOMPKINS | Trustee Trustee or director | 1 | $0 |
| JENNIFER JENN SPARKS | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| FAYE NELSON | Prev Exec Dir Officer | 40 | $121,073 | $4,294 |
| SUSAN GAETZ | Executive Dir. Officer | 40 | $110,344 | $6,556 |
| CHARLES PENLEY MD | Chair Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH MISSY SPROUSE | Vice-Chair Trustee or director, Officer | 1 | $0 | $0 |
| KRISTIN MELLINGER | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| LINDA LOVGREN APR | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| RONETTA RONI BRIGGS | Trustee Trustee or director | 1 | $0 | $0 |
| DIANE BRISTOL | Trustee Trustee or director | 1 | $0 | $0 |
| BENITA WALTON | Trustee Trustee or director | 1 | $0 | $0 |
| SCOTT CASSITY | Trustee Trustee or director | 1 | $0 | $0 |
| MARC LEVEY | Trustee Trustee or director | 1 | $0 | $0 |
| CINDY THEBAUD | Trustee Trustee or director | 1 | $0 | $0 |
| DANIEL HAYES | Trustee Trustee or director | 1 | $0 | $0 |
| ROBERT TOMPKINS | Trustee Trustee or director | 1 | $0 | $0 |
| KATE WATSON | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 109 E OAK ST STE 1G, BOZEMAN, MT 59715-2963
- In care of
- % SUSAN GAETZ
- Principal officer (990 for 2025)
- SUSAN GAETZ, 109 E OAK ST SUITE 1G, BOZEMAN, MT 59715
- Signed the 990
- SUSAN GAETZ, Executive Director
- Phone
- (406) 624-6583
- Website
- WWW.CASTINGFORRECOVERY.ORG
- Return prepared by
- Amatics CPA Group
Mission
The mission of Casting for Recovery (CfR) is to empower women in treatment or recovery from breast cancer, through oncology-informed retreats that connect women to each other and nature using the therapeutic sport of fly fishing - all at no cost to the participants.
Program accomplishments
- Free oncology-informed fly fishing retreats for women in treatment or recovery from breast cancer.Expenses $1,635,499
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0354382
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E50)
- Assets (IRS master file)
- $3,872,697
- Income (IRS master file)
- $2,699,995
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,475,492 | $2,241,587 | $3,872,697 | XML |
| 990 | December 2024 | $2,344,128 | $2,010,569 | $3,552,157 | XML |
| 990 | December 2023 | $1,870,438 | $1,973,450 | $3,107,152 | XML |
| 990 | December 2022 | $1,756,643 | $1,680,415 | $3,214,577 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0354382).
Questions about CASTING FOR RECOVERY INC
- What is the EIN of CASTING FOR RECOVERY INC?
- The employer identification number (EIN) of CASTING FOR RECOVERY INC is 03-0354382.
- Is CASTING FOR RECOVERY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CASTING FOR RECOVERY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASTING FOR RECOVERY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASTING FOR RECOVERY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASTING FOR RECOVERY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CASTING FOR RECOVERY INC?
- The 990 for the year ended December 31, 2025 names SUSAN GAETZ.
- Who are the officers and directors of CASTING FOR RECOVERY INC?
- The 990 for the year ended December 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $131,946 (SUSAN GAETZ, Executive Dir.).
- How much revenue does CASTING FOR RECOVERY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,475,492, expenses of $2,241,587 and total assets of $3,872,697 at year end.
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