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Nonprofit · EIN 82-4405584

PHILIPSBURG ROTARY FOUNDATION

Tax-exempt · PHILIPSBURG, MT 59858

Financials

$61K2023$151K$12K2024
Revenue Expenses · by fiscal year end
Financials of PHILIPSBURG ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$151,409$11,797$139,612$408,271$0$408,271
December 31, 2023990-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.

NameTitleHours / weekCompensation
MARY HAGERPRESIDENT3$0
KIM HENDL ROOKSSECRETARY0$0
JOHN BARBARATREASURER0$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MARY HAGERPRESIDENT3$0
SUE NORDVICE PRESIDENT0$0
KIM HENDL ROOKSSECRETARY0$0
JOHN BARBARATREASURER0$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

990-EZ for the year ended December 31, 2024

Program accomplishments

  • PROVIDE FINANCIAL SUPPORT TO PROMOTE THE SOCIAL AND ECONOMIC WELL-BEING OF PHILIPSBURG AND GRANITE COUNTIES
    Expenses $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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$151,409$11,797$408,271XML
990-EZDecember 2023$60,500$0$206,063XML
990-EZDecember 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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