Civic Intelligence

James & Ck Coles Foundation

EIN 26-1501605 • Whitefish, MT

8380 Farm To Market RoadWhitefish, MT 59937-8308
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

2.3%

Faster asset growth than 49% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

81st percentile

48%

Faster revenue growth than 81% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,038,302

Up $98,153 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,038,302

Up $98,153 (+10%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin94th percentile

Revenue

Up

$130,124

Up $50,519 (+63%) from 2023

Expenses

Down

$31,971

Down $99,491 (-76%) from 2023

Net Income

Up

$98,153

Up $150,010 (+289%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,780,945Liabilities 2013: $0Net Assets 2013: $1,780,9452013Assets 2014: $1,705,200Liabilities 2014: $0Net Assets 2014: $1,705,2002014Assets 2015: $1,720,090Liabilities 2015: $0Net Assets 2015: $1,720,0902015Assets 2016: $1,518,206Liabilities 2016: $0Net Assets 2016: $1,518,2062016Assets 2017: $1,438,904Liabilities 2017: $0Net Assets 2017: $1,438,9042017Assets 2018: $1,367,168Liabilities 2018: $0Net Assets 2018: $1,367,1682018Assets 2020: $1,102,436Liabilities 2020: $0Net Assets 2020: $1,102,4362020Assets 2021: $1,047,461Liabilities 2021: $0Net Assets 2021: $1,047,4612021Assets 2022: $992,006Liabilities 2022: $0Net Assets 2022: $992,0062022Assets 2023: $940,149Liabilities 2023: $0Net Assets 2023: $940,1492023Assets 2024: $1,038,302Liabilities 2024: $0Net Assets 2024: $1,038,3022024

Highlighted filing

2024

Assets$1,038,302
Liabilities$0
Net Assets$1,038,302
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.0M$500K$0-$500KRevenue 2013: $759,880Expenses 2013: $41,846Net Income 2013: $718,0342013Revenue 2014: $314,438Expenses 2014: $199,569Net Income 2014: $114,8692014Revenue 2015: $57,144Expenses 2015: $42,254Net Income 2015: $14,8902015Revenue 2016: -$40,687Expenses 2016: $161,197Net Income 2016: -$201,8842016Revenue 2017: $56,711Expenses 2017: $136,013Net Income 2017: -$79,3022017Revenue 2018: $58,498Expenses 2018: $130,234Net Income 2018: -$71,7362018Revenue 2020: $58,711Expenses 2020: $161,862Net Income 2020: -$103,1512020Revenue 2021: $89,419Expenses 2021: $144,394Net Income 2021: -$54,9752021Revenue 2022: $59,725Expenses 2022: $115,180Net Income 2022: -$55,4552022Revenue 2023: $79,605Expenses 2023: $131,462Net Income 2023: -$51,8572023Revenue 2024: $130,124Expenses 2024: $31,971Net Income 2024: $98,1532024

Highlighted filing

2024

Revenue$130,124
Expenses$31,971
Net Income$98,153
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,038,302
Liabilities
$0
Net assets
$1,038,302
Revenue
$130,124
Expenses
$31,971
Net income
$98,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.13$0.03$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.08$0.13$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.12$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.09$0.14$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.06$0.16$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.06$0.13$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.06$0.14$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.04$0.16$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.06$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.31$0.20$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.76$0.04$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E ColesPresident-$0--
CK ColesVice President-$0--
Vernon C Bennett CPATreasurer-$0--
Heather S ColesCoordinator-$0--
Filing and Contact Details

Filer

Filer Name
James & Ck Coles Foundation
EIN
26-1501605
Phone
2069339145
Address
8380 FARM TO MARKET ROAD, WHITEFISH, MT 59937-8308

Signing Officer

Name
James E Coles
Title
President
Phone
2069339145
Signed
2025-08-01
Discuss with paid preparer
Yes

Preparer

Firm
VCB Consulting PLLC
Address
8380 Farm To Market Road, Whitefish, MT 59937
Preparer
Vernon C Bennett
Phone
2069339145
Raw XML Appendix317 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0VCB Consutling Accounting Services
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The State of Montana has no filing requirements for Private Foundations.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2181629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05890 shares of PACCAR, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13595 shares of SP 100 Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2822 shares of Russell 2000 Index Fund
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CK Coles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Vernon C Bennett CPA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Whitefish Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Whitefish Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Forest Ridge Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GSBA Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Glacier Symphony
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5The Skola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 Central Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 1060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24800 139th Ave SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3400 East Pine Ste 322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 2491
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 25
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Whitefish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Whitefish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Bellevue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Seattle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Kalispell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Whitefish
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd059937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559937
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029250
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0142830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0113580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015273
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt093796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0113580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015273
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt035979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt046295
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108114
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0221694
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0786
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Goldman Sachs - Investment Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0786
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0James CK Coles
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0905 Lake St S No 301
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Kirkland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd098033
TaxesSchedule/TaxesDetail/Amt01185
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01185
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E COLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02069339145
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES & CK COLES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0261501605
ReturnHeader/Filer/PhoneNum02069339145
ReturnHeader/Filer/USAddress/AddressLine1Txt08380 FARM TO MARKET ROAD
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0599378308
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263152369
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VCB Consulting PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08380 Farm To Market Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitefish
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059937
ReturnHeader/PreparerPersonGrp/PhoneNum02069339145
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vernon C Bennett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-01T12:48:13-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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