Civic Intelligence

Kalispell Education Foundation Inc

990 • Fiscal year 2025 • EIN 20-4281682

Jul 01, 2024 to Jun 30, 2025

PO Box 9136Kalispell, MT 59904

(406) 755-3088

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

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

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

Liabilities / Revenue

63rd percentile

0.00x

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

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

Net Margin

51st percentile

3.7%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

94th percentile

$48,328

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

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

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

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

Assets

Up

$123,528

Up $7,565 (+6.5%) from 2024

Net Assets

Up

$123,528

Up $7,639 (+6.6%) from 2024

Liabilities

Down

$0

Down $74 (-100%) from 2024

Revenue

Up

$204,964

Up $74,223 (+57%) from 2024

Expenses

Up

$197,325

Up $92,772 (+89%) from 2024

Net Income

Down

$7,639

Down $18,549 (-71%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2021: $50,892Liabilities 2021: $421Net Assets 2021: $50,4712021Assets 2022: $87,456Liabilities 2022: $489Net Assets 2022: $86,9672022Assets 2023: $90,345Liabilities 2023: $644Net Assets 2023: $89,7012023Assets 2024: $115,963Liabilities 2024: $74Net Assets 2024: $115,8892024Assets 2025: $123,528Liabilities 2025: $0Net Assets 2025: $123,5282025

Highlighted filing

2025

Assets$123,528
Liabilities$0
Net Assets$123,528

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2021: $47,909Expenses 2021: $50,064Net Income 2021: -$2,1552021Revenue 2022: $97,792Expenses 2022: $61,296Net Income 2022: $36,4962022Revenue 2023: $110,045Expenses 2023: $107,311Net Income 2023: $2,7342023Revenue 2024: $130,741Expenses 2024: $104,553Net Income 2024: $26,1882024Revenue 2025: $204,964Expenses 2025: $197,325Net Income 2025: $7,6392025

Highlighted filing

2025

Revenue$204,964
Expenses$197,325
Net Income$7,639
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 14, 2026
Return Version
2024v5.0
Gross Receipts
$204,964
Mission and Program Overview

Mission

The kalispell education foundation aims to enrich and support kalispell public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$50,000$62,672▲ $12,672
Cash and Non-Interest-Bearing Accounts$37,034$33,582▼ $3,452
Savings and Temporary Cash Investments$28,929$27,274▼ $1,655
Total Assets$115,963$123,528▲ $7,565
Liabilities
Accounts Payable and Accrued Expenses$74--
Total Liabilities$74$0▼ $74
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$115,889$123,528▲ $7,639
Total Net Assets Fund Balance$115,889$123,528▲ $7,639
Total Liabilities and Net Assets / Fund Balance$115,963$123,528▲ $7,565

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$30,008--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$34,183$30,000▲ $3,950-$67,672
2023$32,881-▲ $1,501-$34,183
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dorothy DruryExecutive DiFT$48,328$48,328

Board Members and Trustees

NameTitle
Jevon ClarkPresident
Adam CebullaBoard Member
Anna Marie BaileyBoard Member
Cara RathkeBoard Member
Carol SantaBoard Member
Francy McalisterBoard Member
Josh KrollBoard Member
Kate LufkinBoard Member
Sue BrownBoard Member
Lynn DykstraSecretary
Healther SullivanTreasurer
Mark FlatauVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$201,330
Program Service Revenue
$0
Investment Income
$827
Other Revenue
$2,807
All Other Contributions
$201,330
Change in Net Assets
$7,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$115,792
Salaries, Compensation, and Employee Benefits$69,078
Other Expenses$12,455
Total Fundraising Expense$342
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,241--$101,241
Current Officers, Directors, Trustees, and Key Employees$24,164$24,164-$48,328
Grants to Domestic Individuals$14,551--$14,551
Payroll Taxes$6,491$6,491-$12,982
Other Salaries and Wages-$7,768-$7,768
Information Technology$3,318--$3,318
Office Expenses$992$1,135-$2,127
Insurance-$1,891-$1,891
Fees for Services Accounting-$1,163-$1,163
Conferences and Meetings$231$231-$462
Fees for Services Legal-$448-$448
Other Expenses$2,218$349-$349
Advertising--$342$342
Fees for Services Other$137--$137
Total Functional Expenses$153,343$43,640$342$197,325
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Classroom Champions---$32,850
Great Opportunity Grant---$28,316
After School Tutoring---$19,773
Stem Funds---$13,087
Micro Grants---$7,215
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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, Page 6, Part VI, Line 11B

Draft form 990 is emailed to board members for review.

Form 990, Page 6, Part VI, Line 19

Written detailed request of the items needed. Please allow up to 1 week for reply.

Filing and Contact Details

Filer

Filer Name
Kalispell Education Foundation Inc
EIN
20-4281682
Phone
4067553088
Address
PO BOX 9136, KALISPELL, MT 59904

Signing Officer

Name
Jevon Clark
Title
President
Phone
4067553088
Signed
2026-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jevon Clark
Formed
2006
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
12

Preparer

Firm
Swiftcurrent Accounting & Tax Inc
Address
19 APPLEWAY DRIVE, KALISPELL, MT 59901
Preparer
Christian Shaeffer CPA
Phone
4067555428
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The organization's grants program was developed to enrich education in the kalispell public schools system. It is designed to put money directly into the hands of classroom teachers, helping educators take ideas for innovative teaching strategies and make them a reality. We supported 4,800 students through 42 classroom grants. This program is designed to put money directly into the hands of classroom teachers, helping educators take ideas for innovative teaching strategies and make them a reality. We continue to provide an after school tutoring program to both of our large high schools. It provides 1-3 staff members to be available for tutoring three days a week during the school year at each school . The primary areas of support are science, math, and special education. This program serves between 5-10 students per day throughout the school year. Six staff members were honored through our educator of the year award program, which gives community members, parents, and students the opportunity to nominate their favorite teacher to win 1,000 for their classroom and 250 in gift certificates. We received 955 submissions. Three teachers were awarded the prize high school, middle school, and elementary school, as well as the addition of three support staff who each received 250 in gift certificates. We also shared the submissions with the nominated staff as a part of teacher appreciation. The foundation supports over 800 staff members through our teacher appreciation program. Board members deliver snacks and messages of appreciation throughout the year. We hosted an annual reception for the years grant recipients. Kef board members, kalispell schools administrators, kalispell school board members, and major corporate sponsors were invited to the event along with the grant recipients. The intention of the event is to celebrate the grant recipients, not to raise funds, and no funds were solicited during the event.

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GREAT OPPORTUNITY GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2STEM FUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3AFTER SCHOOL TUTORING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CLASSROOM CHAMPIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S GRANTS PROGRAM WAS DEVELOPED TO ENRICH EDUCATION IN THE KALISPELL PUBLIC SCHOOLS SYSTEM. IT IS DESIGNED TO PUT MONEY DIRECTLY INTO THE HANDS OF CLASSROOM TEACHERS, HELPING EDUCATORS TAKE IDEAS FOR INNOVATIVE TEACHING STRATEGIES AND MAKE THEM A REALITY. WE SUPPORTED 4,800 STUDENTS THROUGH 42 CLASSROOM GRANTS. THIS PROGRAM IS DESIGNED TO PUT MONEY DIRECTLY INTO THE HANDS OF CLASSROOM TEACHERS, HELPING EDUCATORS TAKE IDEAS FOR INNOVATIVE TEACHING STRATEGIES AND MAKE THEM A REALITY. WE CONTINUE TO PROVIDE AN AFTER SCHOOL TUTORING PROGRAM TO BOTH OF OUR LARGE HIGH SCHOOLS. IT PROVIDES 1-3 STAFF MEMBERS TO BE AVAILABLE FOR TUTORING THREE DAYS A WEEK DURING THE SCHOOL YEAR AT EACH SCHOOL . THE PRIMARY AREAS OF SUPPORT ARE SCIENCE, MATH, AND SPECIAL EDUCATION. THIS PROGRAM SERVES BETWEEN 5-10 STUDENTS PER DAY THROUGHOUT THE SCHOOL YEAR. SIX STAFF MEMBERS WERE HONORED THROUGH OUR EDUCATOR OF THE YEAR AWARD PROGRAM, WHICH GIVES COMMUNITY MEMBERS, PARENTS, AND STUDENTS THE OPPORTUNITY TO NOMINATE THEIR FAVORITE TEACHER TO WIN 1,000 FOR THEIR CLASSROOM AND 250 IN GIFT CERTIFICATES. WE RECEIVED 955 SUBMISSIONS. THREE TEACHERS WERE AWARDED THE PRIZE HIGH SCHOOL, MIDDLE SCHOOL, AND ELEMENTARY SCHOOL, AS WELL AS THE ADDITION OF THREE SUPPORT STAFF WHO EACH RECEIVED 250 IN GIFT CERTIFICATES. WE ALSO SHARED THE SUBMISSIONS WITH THE NOMINATED STAFF AS A PART OF TEACHER APPRECIATION. THE FOUNDATION SUPPORTS OVER 800 STAFF MEMBERS THROUGH OUR TEACHER APPRECIATION PROGRAM. BOARD MEMBERS DELIVER SNACKS AND MESSAGES OF APPRECIATION THROUGHOUT THE YEAR. WE HOSTED AN ANNUAL RECEPTION FOR THE YEARS GRANT RECIPIENTS. KEF BOARD MEMBERS, KALISPELL SCHOOLS ADMINISTRATORS, KALISPELL SCHOOL BOARD MEMBERS, AND MAJOR CORPORATE SPONSORS WERE INVITED TO THE EVENT ALONG WITH THE GRANT RECIPIENTS. THE INTENTION OF THE EVENT IS TO CELEBRATE THE GRANT RECIPIENTS, NOT TO RAISE FUNDS, AND NO FUNDS WERE SOLICITED DURING THE EVENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DRAFT FORM 990 IS EMAILED TO BOARD MEMBERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WRITTEN DETAILED REQUEST OF THE ITEMS NEEDED. PLEASE ALLOW UP TO 1 WEEK FOR REPLY.
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