Nonprofit · EIN 20-1772525
HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC
Tax-exempt · GREAT FALLS, MT 59404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $78,588 | $82,216 | -$3,628 | $872,379 | $0 | $872,379 |
| June 30, 2024 | 990-PF | $55,791 | $59,575 | -$3,784 | $880,419 | $0 | $880,419 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $32,967
- Net gain from sales of assets
- $45,621
Expenses
- Grants and similar amounts paid
- $70,025
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $70,225
- Excise tax on investment income
- $935
Balance sheet and other
- Total assets, start of year
- $880,419
- Total assets, end of year
- $872,379
- Total liabilities, end of year
- $0
- Net assets, end of year
- $872,379
- Fair market value of assets
- $1,296,833
- Qualifying distributions
- $70,225
- Net investment income
- $78,588
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 |
|---|---|---|---|
| DANIEL PETERSON 1018 36TH AVE NORTHEAST, GREAT FALLS, MT 59404 | TREASURER | 0.5 | $0 |
| HERB WALTERMIRE 3400 FOX FARM ROAD, GREAT FALLS, MT 59404 | DIRECTOR | 0.5 | $0 |
| WILLIAM QUAST 4805 DIANA DRIVE, GREAT FALLS, MT 59405 | SECRETARY | 0.5 | $0 |
| ROBERT MCINTYRE 3321 ARBOR WAY, GREAT FALLS, MT 59405 | DIRECTOR | 0.5 | $0 |
| LEE SCOTT 700 FOREST AVE, GREAT FALLS, MT 59404 | VICE PRESIDENT | 0.5 | $0 |
| BECKY FINK 300 CENTRAL AVENUE, GREAT FALLS, MT 59404 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL PETERSON 1018 36TH AVE NORTHEAST, GREAT FALLS, MT 59404 | TREASURER | 0.5 | $0 |
| HERB WALTERMIRE 3400 FOX FARM ROAD, GREAT FALLS, MT 59404 | DIRECTOR | 0.5 | $0 |
| WILLIAM QUAST 4805 DIANA DRIVE, GREAT FALLS, MT 59405 | SECRETARY | 0.5 | $0 |
| ROBERT MCINTYRE 3321 ARBOR WAY, GREAT FALLS, MT 59405 | DIRECTOR | 0.5 | $0 |
| LEE SCOTT 700 FOREST AVE, GREAT FALLS, MT 59404 | VICE PRESIDENT | 0.5 | $0 |
| BECKY FINK 300 CENTRAL AVENUE, GREAT FALLS, MT 59404 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1018 36TH AVE NE, GREAT FALLS, MT 59404-1263
- In care of
- % WILLIAM J QUAST
- Signed the 990-PF
- DAN PETERSEN, PRESIDENT
- Phone
- (406) 453-5457
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENSPC
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
- 20-1772525
- 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 (T30)
- Assets (IRS master file)
- $872,379
- Income (IRS master file)
- $151,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $78,588 | $82,216 | $872,379 | XML |
| 990-PF | June 2024 | $55,791 | $59,575 | $880,419 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 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 20-1772525).
Questions about HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC
- What is the EIN of HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC?
- The employer identification number (EIN) of HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC is 20-1772525.
- Is HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC 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 HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC 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 HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does HERB WALTERMIRE COMMUNITY ENHANCEMENT FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $78,588, expenses of $82,216 and total assets of $872,379 at year end.
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