Nonprofit · EIN 81-6012557
EPISCOPAL CHURCH MEMORIAL FOUNDATION
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $25,682 | $13,589 | $12,093 | $629,118 | $0 | $629,118 |
| December 31, 2023 | 990 | $32,622 | $34,394 | -$1,772 | $579,624 | $0 | $579,624 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $450
- Program service revenue
- $0
- Investment income
- $25,232
- Net gain from sales of assets
- $5,637
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $6,098
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $750
- Program services (functional)
- $6,192
- Management and general (functional)
- $7,397
Balance sheet and other
- Total assets, start of year
- $579,624
- Total assets, end of year
- $629,118
- Total liabilities, end of year
- $0
- Net assets, end of year
- $629,118
- Publicly traded securities
- $159,228
- Net assets without donor restrictions
- $604,547
- Net assets with donor restrictions
- $24,571
- Gross receipts
- $30,240
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1959
- 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 |
|---|---|---|---|
| Bob Farrington | Board Member Trustee or director | 0.25 | $0 |
| Keith Nathan | Board Member Trustee or director | 0.25 | $0 |
| Jim Mitchell | Board Member Trustee or director | 0.25 | $0 |
| Mary Wisman | Board Member Trustee or director | 0.25 | $0 |
| Brad Foster | Interim Pres. Trustee or director, Officer | 0.5 | $0 |
| Nancy Blake | Vice President Trustee or director, Officer | 0.25 | $0 |
| Patricia Dunn | Treasurer Trustee or director, Officer | 1 | $0 |
| Sharon Eversman | Secretary Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bob Farrington | Board Member Trustee or director | 0.25 | $0 |
| Brad Foster | Board Member Trustee or director | 0.25 | $0 |
| Keith Nathan | Board Member Trustee or director | 0.25 | $0 |
| Jim Mitchell | Board Member Trustee or director | 0.25 | $0 |
| Mary Wisman | Board Member Trustee or director | 0.25 | $0 |
| Bill Haff | President Trustee or director, Officer | 0.5 | $0 |
| Nancy Blake | Vice President Trustee or director, Officer | 0.25 | $0 |
| Patricia Dunn | Treasurer Trustee or director, Officer | 1 | $0 |
| Sharon Eversman | Secretary Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5 W OLIVE ST, BOZEMAN, MT 59715-4624
- Principal officer (990 for 2024)
- Patricia Dunn, 5 West Olive, Bozeman, MT 59715
- Signed the 990
- Patricia Dunn, Treasurer
- Phone
- (406) 586-9093
- Return prepared by
- ROSIE BARNDT CPA PC
Mission
Episcopal Church Memorial Foundation benefits St. James Episcopal Church in Bozeman, Montana and the Episcopal Diocese of Montana.
Program accomplishments
- Provided funding to St. James for the following purposes:St. James capital projects - $3,648 concrete work on the Todd CenterCamp Marshall - Grace Camp - $2,000.Jeanne Roby Flower Fund - $450Expenses $6,192 · grants $6,098
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-6012557
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $629,118
- Income (IRS master file)
- $30,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $25,682 | $13,589 | $629,118 | XML |
| 990 | December 2023 | $32,622 | $34,394 | $579,624 | XML |
| 990 | December 2022 | -$1,714 | $12,102 | $543,841 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 81-6012557).
Questions about EPISCOPAL CHURCH MEMORIAL FOUNDATION
- What is the EIN of EPISCOPAL CHURCH MEMORIAL FOUNDATION?
- The employer identification number (EIN) of EPISCOPAL CHURCH MEMORIAL FOUNDATION is 81-6012557.
- Is EPISCOPAL CHURCH MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to EPISCOPAL CHURCH MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EPISCOPAL CHURCH MEMORIAL FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of EPISCOPAL CHURCH MEMORIAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EPISCOPAL CHURCH MEMORIAL 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 EPISCOPAL CHURCH MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 names Patricia Dunn.
- Who are the officers and directors of EPISCOPAL CHURCH MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does EPISCOPAL CHURCH MEMORIAL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $25,682, expenses of $13,589 and total assets of $629,118 at year end.
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