Nonprofit · EIN 84-4061522
LOCATI EDGE
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $23,374 | $48,880 | -$25,506 | $1,236,281 | $0 | $1,236,281 |
| December 31, 2024 | 990-PF | $58,248 | $38,189 | $20,059 | $1,260,258 | $0 | $1,260,258 |
| December 31, 2023 | 990-PF | $60,775 | $30,575 | $30,200 | $857,318 | $0 | $857,318 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,395
- Interest
- $8
- Net gain from sales of assets
- $12,671
- Other income
- $1,300
Expenses
- Grants and similar amounts paid
- $45,115
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $45,115
- Excise tax on investment income
- $307
Balance sheet and other
- Total assets, start of year
- $1,260,258
- Total assets, end of year
- $1,236,281
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,236,281
- Fair market value of assets
- $1,236,281
- Qualifying distributions
- $45,115
- Net investment income
- $22,074
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARI LOCATI 1007 E MAIN ST 202, BOZEMAN, MT 59715 | DIRECTOR | 1 | $0 |
| JERRY LOCATI 1007 E MAIN ST 202, BOZEMAN, MT 59715 | PRESIDENT | 1 | $0 |
| KIRSTEN SMITH 1007 E MAIN ST 202, BOZEMAN, MT 59715 | SECRETARY | 1 | $0 |
| NANCY OCKFORD 1007 E MAIN ST 202, BOZEMAN, MT 59715 | TREASURER | 1 | $0 |
| KYLE TAGE 1007 E MAIN ST 202, BOZEMAN, MT 59715 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARI LOCATI 1007 E MAIN ST 202, BOZEMAN, MT 59715 | DIRECTOR | 1 | $0 |
| JERRY LOCATI 1007 E MAIN ST 202, BOZEMAN, MT 59715 | PRESIDENT | 1 | $0 |
| KIRSTEN SMITH 1007 E MAIN ST 202, BOZEMAN, MT 59715 | SECRETARY | 1 | $0 |
| NANCY OCKFORD 1007 E MAIN ST 202, BOZEMAN, MT 59715 | TREASURER | 1 | $0 |
| KYLE TAGE 1007 E MAIN ST 202, BOZEMAN, MT 59715 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KARI LOCATI 1007 E MAIN ST 202, BOZEMAN, MT 59715 | DIRECTOR | 1 | $0 |
| JERRY LOCATI 1007 E MAIN ST 202, BOZEMAN, MT 59715 | PRESIDENT | 1 | $0 |
| KIRSTEN SMITH 1007 E MAIN ST 202, BOZEMAN, MT 59715 | SECRETARY | 1 | $0 |
| NANCY OCKFORD 1007 E MAIN ST 202, BOZEMAN, MT 59715 | TREASURER | 1 | $0 |
| KYLE TAGE 1007 E MAIN ST 202, BOZEMAN, MT 59715 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1007 E MAIN ST STE 202, BOZEMAN, MT 59715-3813
- Signed the 990-PF
- JERRY LOCATI, PRESIDENT
- Phone
- (406) 587-1139
- Return prepared by
- PINION LLC
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 | 990-PF 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
- 84-4061522
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,236,281
- Income (IRS master file)
- $36,030
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $23,374 | $48,880 | $1,236,281 | IRS |
| 990-PF | December 2024 | $58,248 | $38,189 | $1,260,258 | IRS |
| 990-PF | December 2023 | $60,775 | $30,575 | $857,318 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 84-4061522).
Questions about LOCATI EDGE
- What is the EIN of LOCATI EDGE?
- The employer identification number (EIN) of LOCATI EDGE is 84-4061522.
- Is LOCATI EDGE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to LOCATI EDGE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOCATI EDGE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOCATI EDGE 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 LOCATI EDGE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LOCATI EDGE?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LOCATI EDGE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $23,374, expenses of $48,880 and total assets of $1,236,281 at year end.
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All nonprofits in BOZEMAN · Montana · Philanthropy, voluntarism and grantmaking foundations