Nonprofit · EIN 82-4405584
PHILIPSBURG ROTARY FOUNDATION
Tax-exempt · PHILIPSBURG, MT 59858
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $151,409 | $11,797 | $139,612 | $408,271 | $0 | $408,271 |
| December 31, 2023 | 990-EZ | $60,500 | – | – | $206,063 | $0 | $206,063 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $149,933
- Investment income
- $1,476
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $11,797
- Program services (functional)
- $10,527
Balance sheet and other
- Total assets, start of year
- $206,063
- Total assets, end of year
- $408,271
- Total liabilities, end of year
- $0
- Net assets, end of year
- $408,271
- Cash, savings and investments
- $224,758
- Land and buildings
- $183,513
- Gross receipts
- $151,409
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY HAGER | PRESIDENT | 3 | $0 |
| KIM HENDL ROOKS | SECRETARY | 0 | $0 |
| JOHN BARBARA | TREASURER | 0 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY HAGER | PRESIDENT | 3 | $0 |
| SUE NORD | VICE PRESIDENT | 0 | $0 |
| KIM HENDL ROOKS | SECRETARY | 0 | $0 |
| JOHN BARBARA | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 276, PHILIPSBURG, MT 59858-0276
- In care of
- % JOHN BARBARA
- Mailing address (990-N for 2021)
- PO Box 276, Philipsburg MT 59858
- Principal officer (990-N for 2021)
- John Barbara, PO Box 276, Philipsburg MT 59858
- Signed the 990-EZ
- JOHN BARBARA, TREASURER
- Return prepared by
- WARREN PEAK ACCOUNTING PC
Mission
SUPPORT SOCIAL AND ECONOMIC WELL-BEING
Program accomplishments
- PROVIDE FINANCIAL SUPPORT TO PROMOTE THE SOCIAL AND ECONOMIC WELL-BEING OF PHILIPSBURG AND GRANITE COUNTIESExpenses $10,527
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 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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 82-4405584
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $408,271
- Income (IRS master file)
- $151,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $151,409 | $11,797 | $408,271 | XML |
| 990-EZ | December 2023 | $60,500 | $0 | $206,063 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: John Barbara | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: John Barbara | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: John Skousen | December 31, 2019 | ≤ $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 82-4405584).
Questions about PHILIPSBURG ROTARY FOUNDATION
- What is the EIN of PHILIPSBURG ROTARY FOUNDATION?
- The employer identification number (EIN) of PHILIPSBURG ROTARY FOUNDATION is 82-4405584.
- Is PHILIPSBURG ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to PHILIPSBURG ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHILIPSBURG ROTARY 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 PHILIPSBURG ROTARY 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 PHILIPSBURG ROTARY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of PHILIPSBURG ROTARY FOUNDATION?
- The 990-N for 2021 names John Barbara.
- Who are the officers and directors of PHILIPSBURG ROTARY FOUNDATION?
- The 990-EZ for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does PHILIPSBURG ROTARY FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $151,409, expenses of $11,797 and total assets of $408,271 at year end.
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