Nonprofit · EIN 20-0279201
GRACE & ORVILLE RITZMAN CHILDRENS FUND
Tax-exempt · KALISPELL, MT 59901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $11,617 | $12,585 | -$968 | $31,599 | $3,500 | $28,099 |
| June 30, 2024 | 990-PF | $2,629 | $17,099 | -$14,470 | $31,238 | $2,142 | $29,096 |
| June 30, 2023 | 990-PF | $13,143 | $29,081 | -$15,938 | $42,367 | $2,301 | $40,066 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,756
- Dividends
- $1,768
- Interest
- $3
- Net gain from sales of assets
- $8,090
Expenses
- Grants and similar amounts paid
- $6,329
- Compensation of officers, directors and key employees
- $3,500
- Disbursements for charitable purposes
- $6,329
- Excise tax on investment income
- $133
Balance sheet and other
- Total assets, start of year
- $31,238
- Total assets, end of year
- $31,599
- Total liabilities, end of year
- $3,500
- Net assets, end of year
- $28,099
- Fair market value of assets
- $83,892
- Qualifying distributions
- $6,329
- Net investment income
- $9,861
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE RITZMAN 614 S FOYS LAKE DR, KALISPELL, MT 59901 | President | 0 | $3,500 |
| DIANA GRAHAM 724 2ND STREET EAST, WHITEFISH, MT 59937 | VP/TREASURER | 0 | $0 |
| SANDY KONESS 207 SHELTER VALLEY DRIVE, KALISPELL, MT 59901 | Secretary | 0 | $0 |
| LAUNA LACKEY 1400 HOLT STAGE ROAD, KALISPELL, MT 59901 | Director | 0 | $0 |
| DORIS GUIDI 1050 BLUE GROUSE DR, KALISPELL, MT 59901 | Director | 0 | $0 |
| TERRY GUIDI 1114 SOUTH NUCLEUS AVE, COLUMBIA FALLS, MT 59912 | Director | 0 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE RITZMAN 614 S FOYS LAKE DR, KALISPELL, MT 59901 | President | 0 | $0 |
| DIANA GRAHAM 724 2ND STREET EAST, WHITEFISH, MT 59937 | VP/TREASURER | 0 | $0 |
| SANDY KONESS 207 SHELTER VALLEY DRIVE, KALISPELL, MT 59901 | Secretary | 0 | $0 |
| LAUNA LACKEY 1400 HOLT STAGE ROAD, KALISPELL, MT 59901 | Director | 0 | $0 |
| DORIS GUIDI 1050 BLUE GROUSE DR, KALISPELL, MT 59901 | Director | 0 | $0 |
| TERRY GUIDI 1114 SOUTH NUCLEUS AVE, COLUMBIA FALLS, MT 59912 | Director | 0 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE RITZMAN 614 S FOYS LAKE DR, KALISPELL, MT 59901 | President | 0 | $7,559 |
| DIANA GRAHAM 724 2ND STREET EAST, WHITEFISH, MT 59937 | VP/TREASURER | 0 | $0 |
| SANDY KONESS 207 SHELTER VALLEY DRIVE, KALISPELL, MT 59901 | Secretary | 0 | $0 |
| LAUNA LACKEY 1400 HOLT STAGE ROAD, KALISPELL, MT 59901 | Director | 0 | $0 |
| DORIS GUIDI 1050 BLUE GROUSE DR, KALISPELL, MT 59901 | Director | 0 | $0 |
| TERRY GUIDI 1114 SOUTH NUCLEUS AVE, COLUMBIA FALLS, MT 59912 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 614 S FOYS LAKE DR, KALISPELL, MT 59901-7440
- In care of
- % ALICE RITZMAN
- Signed the 990-PF
- ALICE RITZMAN, President
- Phone
- (406) 752-6865
- Website
- WWW.RITZMANFUND.ORG
- Return prepared by
- STAHLBERG MANUEL & ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0279201
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $31,599
- Income (IRS master file)
- $12,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $11,617 | $12,585 | $31,599 | IRS |
| 990-PF | June 2024 | $2,629 | $17,099 | $31,238 | XML |
| 990-PF | June 2023 | $13,143 | $29,081 | $42,367 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 20-0279201).
Questions about GRACE & ORVILLE RITZMAN CHILDRENS FUND
- What is the EIN of GRACE & ORVILLE RITZMAN CHILDRENS FUND?
- The employer identification number (EIN) of GRACE & ORVILLE RITZMAN CHILDRENS FUND is 20-0279201.
- Is GRACE & ORVILLE RITZMAN CHILDRENS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to GRACE & ORVILLE RITZMAN CHILDRENS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GRACE & ORVILLE RITZMAN CHILDRENS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GRACE & ORVILLE RITZMAN CHILDRENS FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GRACE & ORVILLE RITZMAN CHILDRENS FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of GRACE & ORVILLE RITZMAN CHILDRENS FUND?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $3,500 (ALICE RITZMAN, President).
- How much revenue does GRACE & ORVILLE RITZMAN CHILDRENS FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $11,617, expenses of $12,585 and total assets of $31,599 at year end.
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All nonprofits in KALISPELL · Montana · Philanthropy, voluntarism and grantmaking foundations