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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-3106116

OPERATION ROUND-UP

Tax-exempt · MISSOULA, MT 59808

Financials

$71K$77K2023$64K$60K2024$65K$63K2025
Revenue Expenses · by fiscal year end
Financials of OPERATION ROUND-UP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$65,490$62,615$2,875$27,744$0$27,744
December 31, 2024990-EZ$64,039$59,650$4,389$24,869$0$24,869
December 31, 2023990-EZ$70,738$76,620-$5,882$20,480–$20,480
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$65,490

Expenses

Grants and similar amounts paid
$62,615
Compensation of officers, directors and key employees
$0
Program services (functional)
$62,615

Balance sheet and other

Total assets, start of year
$24,869
Total assets, end of year
$27,744
Total liabilities, end of year
$0
Net assets, end of year
$27,744
Cash, savings and investments
$23,115
Gross receipts
$65,490

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Sonia ShearerInterim Chairman0.14$0
Debra LesterTreasurer0.14$0
Donald StoutTrustee0.15$0
Caitlin WilliamsInterim Vice ChairSecretary0.14$0
Jon KimbleTrustee0.2$0
James LindquistTrustee0.11$0
Michelle KuntzTrustee0.13$0
990-EZ for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
Sonia ShearerVice ChairmanSecretary0.14$0
Matt UlbergFormer Chairman0.14$0
Debra LesterTreasurer0.14$0
Donald StoutTrustee0.11$0
Caitlin WilliamsTrustee0.14$0
Jon KimbleTrustee0.14$0
James LindquistTrustee0.11$0
Michelle KuntzTrustee0.15$0
990-EZ for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Matt UlbergChairman0.15$0
Sonia ShearerVice Chair0.15$0
Debbie LesterTreasurer0.15$0
Don StoutTrustee0.15$0
Caitlin WilliamsTrustee0.12$0
Jon KimbleTrustee0.08$0
Jim LindquistTrustee0.15$0

Address and contacts

Address (IRS master file)
1700 W BROADWAY ST, MISSOULA, MT 59808-2016
In care of
% SONIA SHEARER
Signed the 990-EZ
SONIA SHEARER, Interim Chairman
Phone
(406) 541-4433
Return prepared by
MADDAD Accounting and Tax Services

Mission

Accumulation and disbursement of funds

990-EZ for the year ended December 31, 2025

Program accomplishments

  • Provided $62,615 funding during the year for various organizations within Missoula Electric Cooperatives service area
    Expenses $62,615

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, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for OPERATION ROUND-UP

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
86-3106116
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$27,744
Income (IRS master file)
$65,490

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$65,490$62,615$27,744XML
990-EZDecember 2024$64,039$59,650$24,869XML
990-EZDecember 2023$70,738$76,620$20,480XML

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 86-3106116).

Questions about OPERATION ROUND-UP

What is the EIN of OPERATION ROUND-UP?
The employer identification number (EIN) of OPERATION ROUND-UP is 86-3106116.
Is OPERATION ROUND-UP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to OPERATION ROUND-UP tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OPERATION ROUND-UP 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 OPERATION ROUND-UP 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 OPERATION ROUND-UP last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of OPERATION ROUND-UP?
The 990-EZ for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does OPERATION ROUND-UP have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $65,490, expenses of $62,615 and total assets of $27,744 at year end.

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