Civic Intelligence

Great Falls Rotary Foundation Inc

EIN 20-3811995 • 501(c)3 • Great Falls, MT

Profile

The mission of the rotary foundation is to raise funds for improvement and maintenance of camp rotary.

PO Box 1551Great Falls, MT 59403

www.greatfallsrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-29%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

-1.1%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$406,507

Down $4,522 (-1.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$406,507

Down $4,522 (-1.1%) from 2024

Revenue

Down

$94,219

Down $48,668 (-34%) from 2024

Expenses

Down

$122,006

Down $79,627 (-39%) from 2024

Net Income

Up

-$27,787

Up $30,959 (+53%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $494,244Liabilities 2011: $0Net Assets 2011: $494,2442011Assets 2012: $863,104Liabilities 2012: $0Net Assets 2012: $863,1042012Assets 2013: $1,246,197Liabilities 2013: $0Net Assets 2013: $1,246,1972013Assets 2014: $237,814Liabilities 2014: $0Net Assets 2014: $237,8142014Assets 2015: $308,022Liabilities 2015: $263Net Assets 2015: $307,7592015Assets 2016: $300,001Liabilities 2016: $2,202Net Assets 2016: $297,7992016Assets 2017: $49,343Liabilities 2017: $0Net Assets 2017: $49,3432017Assets 2018: $54,877Liabilities 2018: $0Net Assets 2018: $54,8772018Assets 2019: $158,760Liabilities 2019: $0Net Assets 2019: $158,7602019Assets 2020: $177,280Liabilities 2020: $0Net Assets 2020: $177,2802020Assets 2021: $462,589Liabilities 2021: $0Net Assets 2021: $462,5892021Assets 2022: $501,571Liabilities 2022: $0Net Assets 2022: $501,5712022Assets 2023: $449,127Liabilities 2023: $0Net Assets 2023: $449,1272023Assets 2024: $411,029Liabilities 2024: $0Net Assets 2024: $411,0292024Assets 2025: $406,507Liabilities 2025: $0Net Assets 2025: $406,5072025

Highlighted filing

2025

Assets$406,507
Liabilities$0
Net Assets$406,507

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $13,8412011Expenses 2012: $18,3002012Expenses 2013: $27,8922013Revenue 2014: $101,944Expenses 2014: $144,599Net Income 2014: -$42,6552014Revenue 2015: $130,953Expenses 2015: $58,103Net Income 2015: $72,8502015Revenue 2016: $236,099Expenses 2016: $227,484Net Income 2016: $8,6152016Revenue 2017: $60,501Expenses 2017: $294,870Net Income 2017: -$234,3692017Revenue 2018: $64,086Expenses 2018: $57,267Net Income 2018: $6,8192018Revenue 2019: $129,325Expenses 2019: $28,442Net Income 2019: $100,8832019Revenue 2020: $45,716Expenses 2020: $33,505Net Income 2020: $12,2112020Revenue 2021: $303,797Expenses 2021: $44,546Net Income 2021: $259,2512021Revenue 2022: $124,218Expenses 2022: $28,336Net Income 2022: $95,8822022Revenue 2023: $18,923Expenses 2023: $85,264Net Income 2023: -$66,3412023Revenue 2024: $142,887Expenses 2024: $201,633Net Income 2024: -$58,7462024Revenue 2025: $94,219Expenses 2025: $122,006Net Income 2025: -$27,7872025

Highlighted filing

2025

Revenue$94,219
Expenses$122,006
Net Income-$27,787

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.09$0.12$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.14$0.20$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.12$0.03$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.30$0.04$0.26
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.13$0.03$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.06$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.06$0.29$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.24$0.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.13$0.06$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.10$0.14$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$241,009
Mission and Program Overview

Mission

The mission of the rotary foundation is to raise funds for improvement and maintenance of camp rotary.

Improvement and maintenance for camp rotary

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$270,486$304,173▲ $33,687
Savings and Temporary Cash Investments$133,222$84,930▼ $48,292
Cash and Non-Interest-Bearing Accounts$7,321$17,404▲ $10,083
Total Assets$411,029$406,507▼ $4,522
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$411,029$406,507▼ $4,522
Total Net Assets Fund Balance$411,029$406,507▼ $4,522
Total Liabilities and Net Assets / Fund Balance$411,029$406,507▼ $4,522

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$304,173--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tony DilelloPresident
Cari YturriBoard Member
Dave CameronBoard Member
Gregg HoltBoard Member
Owen RobinsonBoard Member
William KnickBoard Member
Sheila RiceSecretary
Tom NelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,143
Program Service Revenue
$0
Investment Income
$13,216
Other Revenue
$8,860
All Other Contributions
$14,449
Change in Net Assets
$-27,787

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table176$57,694Fair Value
Total Noncash Contributions176$57,694-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,006
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$106,355--$106,355
Other Expenses$6,471--$6,471
Grants to Domestic Orgs$5,000--$5,000
Fees for Service Investment Mgmnt Fees$2,580--$2,580
Fees for Services Accounting$1,600--$1,600
Total Functional Expenses$122,006$0$0$122,006
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$129,960
Fundraising Direct Expenses$121,135
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Howl$186,554$128,860$6,644$122,216
Tree Project$1,100$1,100$3,849$-2,749
Total Events$187,654$129,960$121,134$8,826
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 was prepared by the foundation's independent public accountant. The board reviews and approves the return before it is filed.

Form 990, Part VI, Section C, Line 18

All forms 1023,990,& 990-t, if applicable, are available in the foundation's main office and are provided upon request.

Form 990, Part VI, Section C, Line 19

All public documents are maintained in the foundation's main office and are made available to interested parties upon request.

Filing and Contact Details

Filer

Filer Name
Great Falls Rotary Foundation Inc
EIN
20-3811995
Phone
4067615861
Address
PO BOX 1551, GREAT FALLS, MT 59403

Signing Officer

Name
Tom Nelson
Title
Treasurer
Phone
4067615861
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Brady
Formed
2005
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Pinion LLC
Address
21 10TH STREET SOUTH, GREAT FALLS, MT 59401
Preparer
Megan Connors
Phone
4067614645
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0304173
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0304173
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt057694
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt057694
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0121134
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt062004
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt062004
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HARVEST HOWL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TREE PROJECT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt036774
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt036774
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0186554
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0187654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0128860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0129960
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08826
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06644
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03849
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011863
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011863
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0176
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0SILENT AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt057694
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY THE FOUNDATION'S INDEPENDENT PUBLIC ACCOUNTANT. THE BOARD REVIEWS AND APPROVES THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL FORMS 1023,990,& 990-T, IF APPLICABLE, ARE AVAILABLE IN THE FOUNDATION'S MAIN OFFICE AND ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL PUBLIC DOCUMENTS ARE MAINTAINED IN THE FOUNDATION'S MAIN OFFICE AND ARE MADE AVAILABLE TO INTERESTED PARTIES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OF GREAT FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810141986
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CIVIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1551
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREAT FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059403
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0106355
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROTARY INTERNATIONAL OF GREAT FALLS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0411029
IRS990/TotalAssetsEOYAmt0406507
IRS990/TotalAssetsGrp/BOYAmt0411029
IRS990/TotalAssetsGrp/EOYAmt0406507
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt072143
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122006
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122006
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0411029
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0406507
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122006
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022076
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094219
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0411029
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0406507
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1551
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059403
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.GREATFALLSROTARY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04067615861
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREAT FALLS ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0203811995
ReturnHeader/Filer/PhoneNum04067615861
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1551
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059403

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