Nonprofit · EIN 81-6013249
FLATHEAD EDUCATIONAL FOUNDATION
Tax-exempt · KALISPELL, MT 59903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $175,953 | $153,879 | $22,074 | $2,260,585 | $0 | $2,260,585 |
| December 31, 2023 | 990-PF | $125,846 | $144,211 | -$18,365 | $2,234,511 | $0 | $2,234,511 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,420
- Dividends
- $84,707
- Net gain from sales of assets
- $86,468
- Other income
- $2,358
Expenses
- Grants and similar amounts paid
- $125,800
- Compensation of officers, directors and key employees
- $23,307
- Disbursements for charitable purposes
- $137,454
- Excise tax on investment income
- $2,151
Balance sheet and other
- Total assets, start of year
- $2,234,511
- Total assets, end of year
- $2,260,585
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,260,585
- Fair market value of assets
- $2,520,248
- Qualifying distributions
- $137,454
- Net investment income
- $171,175
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK TRUST DEPT PO BOX 30918, BILLINGS, MT 59116 | TRUSTEE | 2 | $23,307 |
| KIMBERLY MORE PO BOX 759, KALISPELL, MT 59903 | PRESIDENT | 0.3 | $0 |
| MATTHEW JENSEN PO BOX 759, KALISPELL, MT 59903 | VICE PRESIDENT | 0.3 | $0 |
| BRENDAN CRAIG PO BOX 759, KALISPELL, MT 59903 | SECRETARY-TREASURER | 0.3 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK TRUST DEPT PO BOX 30918, BILLINGS, MT 59116 | TRUSTEE | 2 | $21,997 |
| KIMBERLY MORE PO BOX 759, KALISPELL, MT 59903 | PRESIDENT | 0.3 | $0 |
| MATTHEW JENSEN PO BOX 759, KALISPELL, MT 59903 | VICE PRESIDENT | 0.3 | $0 |
| BRENDAN CRAIG PO BOX 759, KALISPELL, MT 59903 | SECRETARY-TREASURER | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 759, KALISPELL, MT 59903-0759
- Signed the 990-PF
- KIMBERLY MORE, PRESIDENT
- Phone
- (406) 752-6644
- Return prepared by
- JORDAHL & SLITER PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-6013249
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,260,585
- Income (IRS master file)
- $936,562
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $175,953 | $153,879 | $2,260,585 | IRS |
| 990-PF | December 2023 | $125,846 | $144,211 | $2,234,511 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 FLATHEAD EDUCATIONAL FOUNDATION
- What is the EIN of FLATHEAD EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of FLATHEAD EDUCATIONAL FOUNDATION is 81-6013249.
- Is FLATHEAD EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to FLATHEAD EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FLATHEAD EDUCATIONAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FLATHEAD EDUCATIONAL 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 FLATHEAD EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FLATHEAD EDUCATIONAL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $23,307 (FIRST INTERSTATE BANK TRUST DEPT, TRUSTEE).
- How much revenue does FLATHEAD EDUCATIONAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $175,953, expenses of $153,879 and total assets of $2,260,585 at year end.
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