Nonprofit · EIN 41-1659552
HATLEN FOUNDATION
Tax-exempt · BIGFORK, MT 59911
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $16,494 | $31,966 | -$15,472 | $374,779 | $0 | $374,779 |
| November 30, 2024 | 990-PF | $8,339 | $39,404 | -$31,065 | $388,528 | $0 | $388,528 |
| November 30, 2023 | 990-PF | $37,287 | $27,391 | $9,896 | $338,966 | $0 | $338,966 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $5,337
- Net gain from sales of assets
- $11,143
- Other income
- $14
Expenses
- Grants and similar amounts paid
- $31,800
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $31,966
- Excise tax on investment income
- $269
Balance sheet and other
- Total assets, start of year
- $388,528
- Total assets, end of year
- $374,779
- Total liabilities, end of year
- $0
- Net assets, end of year
- $374,779
- Fair market value of assets
- $374,779
- Qualifying distributions
- $31,966
- Net investment income
- $19,373
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beverly Hatlen PO Box 2825, Bigfork, MT 59911 | 1 | 1 | $0 |
| Kari Hatlen 1007 Pheasant Ridge Drive, Kalispell, MT 59901 | 1 | 1 | $0 |
| Roe Hatlen PO Box 2825, Bigfork, MT 59911 | 2 | 2 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beverly Hatlen PO Box 2825, Bigfork, MT 59911 | 1 | 1 | $0 |
| Kari Hatlen 32220 Tamarack Dr, Bigfork, MN 59911 | 1 | 1 | $0 |
| Roe Hatlen PO Box 2825, Bigfork, MT 59911 | 2 | 2 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY HATLEN PO BOX 2825, BIGFORK, MT 59911 | PRESIDENT | 1 | $0 |
| KARI HATLEN 32220 TAMARACK DR, BIGFORK, MT 59911 | VICE PRESIDENT | 1 | $0 |
| ROE HATLEN PO BOX 2825, BIGFORK, MT 59911 | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2825, BIGFORK, MT 59911-2801
- In care of
- % ROE HATLEN
- Signed the 990-PF
- ROE HATLEN, Hatlen Foundation
- Phone
- (612) 723-2455
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1659552
- 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
- 1990
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $374,779
- Income (IRS master file)
- $110,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $16,494 | $31,966 | $374,779 | XML |
| 990-PF | November 2024 | $8,339 | $39,404 | $388,528 | XML |
| 990-PF | November 2023 | $37,287 | $27,391 | $338,966 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
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 HATLEN FOUNDATION
- What is the EIN of HATLEN FOUNDATION?
- The employer identification number (EIN) of HATLEN FOUNDATION is 41-1659552.
- Is HATLEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to HATLEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HATLEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HATLEN FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HATLEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HATLEN FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HATLEN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $16,494, expenses of $31,966 and total assets of $374,779 at year end.
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