Nonprofit · EIN 26-3581501
REFUGE FOUNDATION
Tax-exempt · BILLINGS, MT 59103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,757,692 | $5,932,647 | -$174,955 | $6,451,548 | $4,507,795 | $1,943,753 |
| December 31, 2023 | 990 | $5,750,610 | $5,232,256 | $518,354 | $4,690,245 | $2,482,813 | $2,207,432 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,757,690
- Program service revenue
- $0
- Investment income
- $2
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $421,397
- Other salaries and wages
- $1,601,150
- Salaries, compensation and benefits (total)
- $2,842,549
- Professional fundraising fees
- $0
- Accounting fees
- $9,833
- Depreciation
- $281,506
- Program services (functional)
- $4,685,223
- Management and general (functional)
- $1,100,863
- Fundraising (functional)
- $146,561
Balance sheet and other
- Total assets, start of year
- $4,690,245
- Total assets, end of year
- $6,451,548
- Total liabilities, end of year
- $4,507,795
- Net assets, end of year
- $1,943,753
- Land, buildings and equipment
- $6,120,273
- Net assets without donor restrictions
- $1,943,753
- Gross receipts
- $5,757,692
- Employees
- 25
- Volunteers
- 10
- Year formed
- 2007
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN CARPENTER | EXECUTIVE DIRECTOR Trustee or director, Officer, Key employee | 40 | $212,934 |
| FRED GRAY | Chief Operating Officer Officer | 40 | $167,304 |
| DAVID MCCARTHY | CHIEF FINANCIAL OFFICER Key employee | 10 | $42,000 |
| SKYLER SMITH | DIRECTOR Trustee or director | 2 | $0 |
| ARMANDO FULLWOOD | DIRECTOR Trustee or director | 2 | $0 |
| LANCE WITT | DIRECTOR Trustee or director | 2 | $0 |
| CRULL CHAMBLISS | DIRECTOR Trustee or director | 2 | $0 |
| MATT SMITH | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED GRAY | Chief Operating Officer Officer, Key employee, Highest-paid employee | 40 | $167,000 |
| BRIAN CARPENTER | EXECUTIVE DIRECTOR Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $102,492 |
| DAVID MCCARTHY | CHIEF FINANCIAL OFFICER Officer | 15 | $24,000 |
| SKYLER SMITH | DIRECTOR Trustee or director | 1 | $0 |
| ARMANDO FULLWOOD | DIRECTOR Trustee or director | 1 | $0 |
| LANCE WITT | DIRECTOR Trustee or director | 1 | $0 |
| CRULL CHAMBLISS | DIRECTOR Trustee or director | 1 | $0 |
| MATT SMITH | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1857, BILLINGS, MT 59103-1857
- In care of
- % GABE LAPITO
- Mailing address (990-N for 2011)
- 1214 HARVARD AVENUE, BILLINGS MT 59102
- Principal officer (990 for 2024)
- Brian Carpenter, PO Box 1857, Billings, MT 59103
- Principal officer (990-N for 2011)
- GABE LAPITO, 1214 HARVARD AVENUE, BILLINGS MT 59102
- Signed the 990
- David McCarthy, Chief Financial Officer
- Phone
- (909) 559-5584
- Website
- https://refuge.rest/
Mission
REFUGE FOUNDATION SEEKS TO REFRESH AND REFUEL LEADERS BY BRINGING THEM TO MONTANA, WYOMING, AND OTHER LOCATIONS TO PROVIDE RECREATIONAL ACTIVITIES ON A PERIODIC BASIS TO EDUCATE THEM ABOUT LEADERSHIP BURNOUT IN ORDER TO CREATE HEALTHY LEADERS.
Program accomplishments
- EDUCATION OF LEADERS TO PREVENT AND AVOID LEADERSHIP BURNOUT AND TO LEAD HEALTHIER LIVES.Expenses $4,685,223
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | Not on file |
| 2023 | April 30, 2024 | September 16, 2024 | No data |
IRS record
- EIN
- 26-3581501
- 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
- 2009
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X20)
- Assets (IRS master file)
- $6,451,548
- Income (IRS master file)
- $5,757,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,757,692 | $5,932,647 | $6,451,548 | XML |
| 990 | December 2023 | $5,750,610 | $5,232,256 | $4,690,245 | XML |
| 990 | December 2022 | $4,377,273 | $4,612,325 | $2,161,726 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: GABE LAPITO | December 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about REFUGE FOUNDATION
- What is the EIN of REFUGE FOUNDATION?
- The employer identification number (EIN) of REFUGE FOUNDATION is 26-3581501.
- Is REFUGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to REFUGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does REFUGE 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 REFUGE FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did REFUGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of REFUGE FOUNDATION?
- The 990 for the year ended December 31, 2024 names Brian Carpenter.
- Who are the officers and directors of REFUGE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 3 received compensation from the organization, the highest $212,934 (BRIAN CARPENTER, EXECUTIVE DIRECTOR).
- How much revenue does REFUGE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,757,692, expenses of $5,932,647 and total assets of $6,451,548 at year end.
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