Nonprofit · EIN 20-5714808
FLATHEAD ROTARY COMMUNITY FOUNDATION
Tax-exempt · KALISPELL, MT 59903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $63,236 | $61,742 | $1,494 | $166,770 | $470 | $166,300 |
| June 30, 2024 | 990 | $185,692 | $174,659 | $11,033 | $162,899 | $709 | $162,190 |
| June 30, 2023 | 990-EZ | $92,442 | $79,405 | $13,037 | $152,689 | $0 | $152,689 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $51,690
- Program service revenue
- $26,692
- Investment income
- $3,126
- Net gain from sales of assets
- $86
- Net income from fundraising events
- -$18,358
Expenses
- Grants and similar amounts paid
- $28,824
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $500
- Printing, publications and postage
- $344
- Other expenses
- $32,074
- Program services (functional)
- $27,111
Balance sheet and other
- Total assets, start of year
- $162,899
- Total assets, end of year
- $166,770
- Total liabilities, end of year
- $470
- Net assets, end of year
- $166,300
- Cash, savings and investments
- $130,205
- Gross receipts
- $99,673
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUCY SMITH | DIRECTOR | 1 | $0 |
| PATRICIA HULLA | SECRETARY | 2 | $0 |
| SCOTT MURPHY | TREASURER | 8 | $0 |
| FRANK GARNER | DIRECTOR | 1 | $0 |
| CHUCK KING | DIRECTOR | 1 | $0 |
| EVERIT SLITER | DIRECTOR | 1 | $0 |
| TAGEN VINE | DIRECTOR | 1 | $0 |
| JENNA JUSTICE | PRESIDENT | 4 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM CARBONARI | PRESIDENT Trustee or director, Officer | 2 | $0 |
| LUCY SMITH | PRESIDENT ELECT Trustee or director | 1 | $0 |
| PATRICIA HULLA | SECRETARY Trustee or director | 1 | $0 |
| SCOTT MURPHY | TREASURER Trustee or director | 8 | $0 |
| FRANK GARNER | DIRECTOR Trustee or director | 1 | $0 |
| CHUCK KING | DIRECTOR Trustee or director | 1 | $0 |
| EVERIT SLITER | DIRECTOR Trustee or director | 1 | $0 |
| TAGEN VINE | DIRECTOR Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAM CARBONARI | PRESIDENT | 8 | $0 |
| LUCY SMITH | PRESIDENT ELECT | 1 | $0 |
| PATRICIA HULLA | SECRETARY | 2 | $0 |
| SCOTT MURPHY | TREASURER | 8 | $0 |
| FRANK GARNER | DIRECTOR | 1 | $0 |
| CHUCK KING | DIRECTOR | 1 | $0 |
| EVERIT SLITER | DIRECTOR | 1 | $0 |
| TAGEN VINE | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 481, KALISPELL, MT 59903-0481
- Signed the 990-EZ
- JENNA JUSTICE, PRESIDENT
- Phone
- (406) 253-0936
- Return prepared by
- JORDAHL & SLITER PLLC
Mission
THE FLATHEAD ROTARY COMMUNITY FOUNDATION PROVIDES BROAD COMMUNITY SUPPORT THROUGH DIRECT CASH DONATIONS TO OTHER QUALIFIED 501(C)3 CHARITABLE ORGANIZATIONS IN THE AREA, THROUGH THE ROTARY BASKETBALL PROGRAM WHICH IS OFFERED TO ALL THIRD THROUGH 6TH GRADE GIRLS AND BOYS IN THE AREA, AND THROUGH OTHER COMMUNITY PROJECTS SELECTED ON AN AS-NEEDED BASIS. IN KEEPING WITH ROTARY INTERNATIONAL IDEALS, FOREIGN PROJECTS ASSISTING IMPOVERISHED COMMUNITIES ARE SUPPORTED.
Program accomplishments
- ROTARY YOUTH BASKETBALL PROGRAM-COMMUNITY LEAGUE BASKETBALL PROGRAM OPEN TO ALL 3RD THROUGH 6TH GRADE SCHOOL BOYS AND GIRLS (800+ PARTICIPANTS).Expenses $27,111
- SUPPORTING COMMUNITY CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN FLATHEAD COUNTYgrants $20,450
- SUPPORTING EDUCATIONAL AND HUMANITARIAN CAUSES IN GUATEMALA AND MEXICO IN COOPERATION WITH MONTANA ROTARY DISTRICT AND ROTARY INTERNATIONALgrants $8,374
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 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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5714808
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $166,770
- Income (IRS master file)
- $99,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $63,236 | $61,742 | $166,770 | XML |
| 990 | June 2024 | $185,692 | $174,659 | $162,899 | IRS |
| 990-EZ | June 2023 | $92,442 | $79,405 | $152,689 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 20-5714808).
Questions about FLATHEAD ROTARY COMMUNITY FOUNDATION
- What is the EIN of FLATHEAD ROTARY COMMUNITY FOUNDATION?
- The employer identification number (EIN) of FLATHEAD ROTARY COMMUNITY FOUNDATION is 20-5714808.
- Is FLATHEAD ROTARY COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to FLATHEAD ROTARY COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FLATHEAD ROTARY COMMUNITY FOUNDATION 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 FLATHEAD ROTARY COMMUNITY FOUNDATION 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 FLATHEAD ROTARY COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of FLATHEAD ROTARY COMMUNITY FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does FLATHEAD ROTARY COMMUNITY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $63,236, expenses of $61,742 and total assets of $166,770 at year end.
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