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Nonprofit · EIN 46-4291123

POLSON SCHOLARSHIP AND EDUCATION FOUNDATION

Tax-exempt · POLSON, MT 59860

Financials

$32K$54K2023$68K$62K2024$86K$57K2025
Revenue Expenses · by fiscal year end
Financials of POLSON SCHOLARSHIP AND EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$85,512$57,344$28,168$536,875$0$536,875
December 31, 2024990$67,590$62,343$5,247$508,710$0$508,710
December 31, 2023990$31,532$54,442-$22,910$503,646$1$503,645
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$32,372
Program service revenue
$0
Investment income
$49,096
Net gain from sales of assets
$5,104
Net income from fundraising events
$4,044
Other revenue
$4,044

Expenses

Grants and similar amounts paid
$57,100
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$57,344

Balance sheet and other

Total assets, start of year
$508,710
Total assets, end of year
$536,875
Total liabilities, end of year
$0
Net assets, end of year
$536,875
Publicly traded securities
$521,825
Net assets without donor restrictions
$433,779
Net assets with donor restrictions
$103,096
Gross receipts
$108,164
Employees
0
Year formed
2013
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
LESLIE DALBEYVICE PRESIDENT
Trustee or director
1$0
JUSTIN PEELDIRECTOR
Trustee or director
1$0
ALICE ERBDIRECTOR
Trustee or director
1$0
BECKY DUPUISDIRECTOR
Trustee or director
1$0
DENISE PETERSONDIRECTOR
Trustee or director
1$0
JUDIE WOODHOUSEDIRECTOR
Trustee or director
1$0
ADAM HEGGELUNDFINANCIAL ADVIS
Trustee or director
1$0
MANDY PATTERSONPRESIDENT
Officer
1$0
PAT DEVRIESTREASURER
Officer
2$0
CHRIS STROMSECRETARY
Officer
2$0
990 for the year ended December 31, 2024: 14 people
NameTitleHours / weekCompensation
MANDY SMITHDirector
Trustee or director
1$0
MARC VERGERONTFINANCIAL ADVIS
Trustee or director
1$0
ALICE ERBDirector
Trustee or director
1$0
ANDY FORSDirector
Trustee or director
1$0
BECKY DUPUISDirector
Trustee or director
1$0
RYAN GAGEDirector
Trustee or director
1$0
CHRIS MCELWEEDirector
Trustee or director
1$0
TRACIE MCDONALDDirector
Trustee or director
1$0
DENISE PETERSONDirector
Trustee or director
1$0
JUDIE WOODHOUSEDirector
Trustee or director
1$0
PADDY TRUSLERPresident
Officer
1$0
PAT DEVRIESTreasurer
Officer
2$0
CHRIS STROMSecretary
Officer
2$0
LESLIE DALBEYVice President
Officer
1$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
PADDY TRUSLERPresident
Officer
1$0
PAT DEVRIESTreasurer
Officer
2$0
CHRIS STROMSecretary
Officer
2$0
MARC VERGERONTFINANCIAL ADVIS
Officer
1$0
BECKY DUPUISDirector
Officer
1$0
RYAN GAGEDirector
Officer
1$0
TRACIE MCDONALDDirector
Officer
1$0
DENISE PETERSONDirector
Officer
1$0
LESLIE DALBEYVice President
Officer
1$0
JUDIE WOODHOUSEDirector
Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 562, POLSON, MT 59860-0562
Principal officer (990 for 2025)
PAT DEVRIES, PO BOX 562, POLSON, MT 59860
Signed the 990
PAT DEVRIES, Treasurer
Phone
(406) 883-9250
Return prepared by
GAGE ACCOUNTING PC

Mission

INCREASE OPPORTUNITIES FOR STUDENTS TO CONTINUE THEIR EDUCATION BEYOND HIGH SCHOOLPROMOTE A SCHOLARSHIP PROGROM FOR SUDENTS WHO ARE GRADUATES OF AN ACCREDITIED HIGH SCHOOL WITHIN SCHOOL DISTRICT #23 LAKE COUNTY MONTANA.PROVIDE SUPPORT FOR SCHOOL DISTRICT #23 FACULTY, STAFF, ADN SCHOOLS TO PROMOTE SPONSOR AND CARRY OUT EDUCATIONAL OBJECTIVES WITH SCHOOL DISTRICT #23 ON A FAIR AND NONDISCRIMINATORY BASIS.

990 for the year ended December 31, 2025

Program accomplishments

  • INCREASE OPPORTUNITIES FOR STUDENTS TO CONTINUE THEIR EDUCATION BEYOND HIGH SCHOOLPROMOTE A SCHOLARSHIP PROGROM FOR STUDENTS WHO ARE GRADUATES OF AN ACCREDITIED HIGH SCHOOL WITHIN SCHOOL DISTRICT #23 LAKE COUNTY MONTANA.PROVIDE SUPPORT FOR SCHOOL DISTRICT #23 FACULTY, STAFF, ADN SCHOOLS TO PROMOTE SPONSOR AND CARRY OUT EDUCATIONAL OBJECTIVES WITH SCHOOL DISTRICT #23 ON A FAIR AND NONDISCRIMINATORY BASIS.
    Expenses $56,344 · grants $56,100
  • PROVIDE FUNDS TO TEACHERS FOR CLASSROOM PROJECTS
    Expenses $1,000

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
46-4291123
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
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$536,875
Income (IRS master file)
$108,164

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$85,512$57,344$536,875IRS
990December 2024$67,590$62,343$508,710IRS
990December 2023$31,532$54,442$503,646XML
990December 2022$47,525$48,309$526,555IRS
990December 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 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 46-4291123).

Questions about POLSON SCHOLARSHIP AND EDUCATION FOUNDATION

What is the EIN of POLSON SCHOLARSHIP AND EDUCATION FOUNDATION?
The employer identification number (EIN) of POLSON SCHOLARSHIP AND EDUCATION FOUNDATION is 46-4291123.
Is POLSON SCHOLARSHIP AND EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to POLSON SCHOLARSHIP AND EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does POLSON SCHOLARSHIP AND EDUCATION 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 POLSON SCHOLARSHIP AND EDUCATION FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did POLSON SCHOLARSHIP AND EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of POLSON SCHOLARSHIP AND EDUCATION FOUNDATION?
The 990 for the year ended December 31, 2025 names PAT DEVRIES.
Who are the officers and directors of POLSON SCHOLARSHIP AND EDUCATION FOUNDATION?
The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does POLSON SCHOLARSHIP AND EDUCATION FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $85,512, expenses of $57,344 and total assets of $536,875 at year end.

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