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Nonprofit · EIN 87-4083628

PETERSON-WEST SCHOLARSHIP FOUNDATION

Tax-exempt · KALISPELL, MT 59904

Financials

$116K$2K2023$18K$3K2024$11K$6K2025
Revenue Expenses · by fiscal year end
Financials of PETERSON-WEST SCHOLARSHIP FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,774$6,111$4,663$135,090$0$135,090
December 31, 2024990-PF$18,474$2,594$15,880$130,427$0$130,427
December 31, 2023990-PF$116,298$2,376$113,922$114,547$0$114,547
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,171
Dividends
$5,780
Interest
$7
Net gain from sales of assets
$816

Expenses

Grants and similar amounts paid
$2,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,500
Excise tax on investment income
$46

Balance sheet and other

Total assets, start of year
$130,427
Total assets, end of year
$135,090
Total liabilities, end of year
$0
Net assets, end of year
$135,090
Fair market value of assets
$162,939
Qualifying distributions
$2,500
Net investment income
$6,603

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.

NameTitleHours / weekCompensation
ALAN WEST
110 EAGLE RIDGE LN, KALISPELL, MT 59901
PRESIDENT0$0
LYNAE WEST
110 EAGLE RIDGE LN, KALISPELL, MT 59901
SECRETARY0$0
JENNIFER JOHNSON
259 NORTHLAND DR, KALISPELL, MT 59901
TREASURER0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ALAN WEST
110 EAGLE RIDGE LN, KALISPELL, MT 59901
PRESIDENT0$0
LYNAE WEST
110 EAGLE RIDGE LN, KALISPELL, MT 59901
SECRETARY0$0
JENNIFER JOHNSON
259 NORTHLAND DR, KALISPELL, MT 59901
TREASURER0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ALAN WEST
110 EAGLE RIDGE LANE, KALISPELL, MT 59901
PRESIDENT0$0
LYNAE WEST
110 EAGLE RIDGE LANE, KALISPELL, MT 59901
SECRETARY0$0

Address and contacts

Address (IRS master file)
PO BOX 7492, KALISPELL, MT 59904-0492
In care of
% ALAN WEST
Signed the 990-PF
ALAN WEST, PRESIDENT
Phone
(406) 270-7236
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-4083628
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
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$135,090
Income (IRS master file)
$35,224

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,774$6,111$135,090IRS
990-PFDecember 2024$18,474$2,594$130,427IRS
990-PFDecember 2023$116,298$2,376$114,547XML
990-PFDecember 2022–––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 87-4083628).

Questions about PETERSON-WEST SCHOLARSHIP FOUNDATION

What is the EIN of PETERSON-WEST SCHOLARSHIP FOUNDATION?
The employer identification number (EIN) of PETERSON-WEST SCHOLARSHIP FOUNDATION is 87-4083628.
Is PETERSON-WEST SCHOLARSHIP FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to PETERSON-WEST SCHOLARSHIP FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PETERSON-WEST SCHOLARSHIP FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PETERSON-WEST SCHOLARSHIP FOUNDATION 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 PETERSON-WEST SCHOLARSHIP FOUNDATION 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 PETERSON-WEST SCHOLARSHIP FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does PETERSON-WEST SCHOLARSHIP FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,774, expenses of $6,111 and total assets of $135,090 at year end.

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