Nonprofit · EIN 46-3196448
JEFFERSON VALLEY COMMUNITY FOUNDATION
Tax-exempt · WHITEHALL, MT 59759
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $27,695 | $31,504 | -$3,809 | $120,856 | $0 | $120,856 |
| June 30, 2024 | 990-EZ | $125,575 | $23,820 | $101,755 | $124,665 | $0 | $124,665 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,815
- Investment income
- $17,880
Expenses
- Grants and similar amounts paid
- $28,770
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,350
- Occupancy
- $455
- Printing, publications and postage
- $143
- Other expenses
- $786
- Program services (functional)
- $28,770
Balance sheet and other
- Total assets, start of year
- $124,665
- Total assets, end of year
- $120,856
- Total liabilities, end of year
- $0
- Net assets, end of year
- $120,856
- Cash, savings and investments
- $120,856
- Gross receipts
- $27,695
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 |
|---|---|---|---|
| SHANNON SMITH | CHAIRPERSON | 1 | $0 |
| JOHN KREIS | CO-CHAIRPERSON | 0.5 | $0 |
| TIM MULLIGAN | TREASURER | 1 | $0 |
| JEANNIE FERRISS | FINANCIAL SEC. | 1 | $0 |
| MICHELLE JOHNSON | SECRETARY | 0.75 | $0 |
| KRISTINE MURPHY | BOARD MEMBER | 0.5 | $0 |
| SARAH SALSBURY | BOARD MEMBER | 0.5 | $0 |
| KARA OSBORNE | BOARD MEMBER | 1 | $0 |
| RHEA ARMSTRONG | BOARD MEMBER | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINE MURPHY | BOARD MEMBER | 0.5 | $0 |
| SARAH SALSBURY | BOARD MEMBER | 0.5 | $0 |
| KARA OSBORNE | BOARD MEMBER | 1 | $0 |
| SHANNON SMITH | CHAIRPERSON | 1 | $0 |
| JOHN KREIS | CO-CHAIRPERSON | 0.5 | $0 |
| TIM MULLIGAN | TREASURER | 1 | $0 |
| JEANNIE FERRISS | FINANCIAL SEC. | 1 | $0 |
| MICHELLE JOHNSON | SECRETARY | 0.75 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 144, WHITEHALL, MT 59759-0144
- Mailing address (990-N for 2013)
- PO Box 144, Whitehall MT 597590144
- Principal officer (990-N for 2013)
- Camilla Baycroft, PO Box 332, Whitehall MT 597590332
- Signed the 990-EZ
- TIM MULLIGAN, TREASURER
- Phone
- (406) 498-2895
- Website
- WWW.JEFFERSONVALLEYCF.COM
- Return prepared by
- RED ROCK ACCOUNTING SOLUTIONS
Mission
THE JEFFERSON VALLEY COMMUNITY FOUNDATION IS A PHILANTHROPIC FOUNDATION COMMITTED TO BUILDING AN ENDOWMENT TO BENEFIT THE WHITEHALL COMMUNITY; BUILDING FOR FUTURE GENERATIONS BY GIVING TODAY.
Program accomplishments
- PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS TO SUPPORT THEIR MISSIONS.Expenses $28,770 · grants $28,770
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
IRS record
- EIN
- 46-3196448
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $120,856
- Income (IRS master file)
- $27,695
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $27,695 | $31,504 | $120,856 | XML |
| 990-EZ | June 2024 | $125,575 | $23,820 | $124,665 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2013 Officer: Camilla Baycroft | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-3196448).
Questions about JEFFERSON VALLEY COMMUNITY FOUNDATION
- What is the EIN of JEFFERSON VALLEY COMMUNITY FOUNDATION?
- The employer identification number (EIN) of JEFFERSON VALLEY COMMUNITY FOUNDATION is 46-3196448.
- Is JEFFERSON VALLEY COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to JEFFERSON VALLEY COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEFFERSON VALLEY COMMUNITY FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of JEFFERSON VALLEY 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 JEFFERSON VALLEY 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 is the principal officer of JEFFERSON VALLEY COMMUNITY FOUNDATION?
- The 990-N for 2013 names Camilla Baycroft.
- Who are the officers and directors of JEFFERSON VALLEY COMMUNITY FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does JEFFERSON VALLEY COMMUNITY FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $27,695, expenses of $31,504 and total assets of $120,856 at year end.
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