Civic Intelligence

Whitefish Rotary Charitable Fund Inc.

990EZ • Fiscal year 2019 • EIN 46-0492025

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 17, 2019

Organization ProfileN/A
PO Box 5583Whitefish, MT 59937

(406) 270-2760

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$41,816

Up $15,356 (+58%) from 2013

Net Assets

$41,816

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$31,302

Up $27,434 (+709%) from 2013

Expenses

Up

$23,045

Up $7,910 (+52%) from 2013

Net Income

Up

$8,257

Up $19,524 (+173%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2013: $26,460Liabilities 2013: $02013Assets 2019: $41,816Net Assets 2019: $41,8162019Assets 2020: $48,229Net Assets 2020: $48,2292020Assets 2021: $18,489Liabilities 2021: $02021Assets 2022: $25,737Net Assets 2022: $25,7372022Assets 2023: $21,838Net Assets 2023: $21,8382023Assets 2024: $22,334Liabilities 2024: $02024Assets 2025: $19,920Net Assets 2025: $19,9202025

Highlighted filing

2019

Assets$41,816
Liabilities-
Net Assets$41,816
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2013: $3,868Expenses 2013: $15,135Net Income 2013: -$11,2672013Revenue 2019: $31,302Expenses 2019: $23,045Net Income 2019: $8,2572019Revenue 2020: $36,367Expenses 2020: $29,954Net Income 2020: $6,4132020Revenue 2021: $93,768Expenses 2021: $123,508Net Income 2021: -$29,7402021Revenue 2022: $14,208Expenses 2022: $6,960Net Income 2022: $7,2482022Revenue 2023: $3,213Expenses 2023: $7,112Net Income 2023: -$3,8992023Revenue 2024: $2,546Expenses 2024: $2,050Net Income 2024: $4962024Revenue 2025: $3,516Expenses 2025: $5,930Net Income 2025: -$2,4142025

Highlighted filing

2019

Revenue$31,302
Expenses$23,045
Net Income$8,257
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 17, 2019
Return Version
2018v3.1
Gross Receipts
$31,302
Mission and Program Overview

Mission

Charitable distribution of funds and services in coordination with rotary club of whitefish to those in need primarily in the whitefish community thru gifts, donations, and scholarships.

Program Services

DescriptionGrantsExpenses
CHARITABLE DISTRIBUTION OF FUNDS AND SERVICES TO THOSE TO THOSE IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THRU GIFTS, DONATIONS, AND SCHOLARSHIPS.$22,929-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL PEMBERTONChairman-$0--
JOHN PHELPSVice Chairman-$0--
SUZANNE CARSTENSTreasurer-$0--
MICHAEL MOFFITTSecretary-$0--
TIMOTHY DALSTROMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whitefish Rotary Charitable Fund Inc
EIN
46-0492025
Phone
4062702760
Address
PO BOX 5583, WHITEFISH, MT 59937

Signing Officer

Name
Joel Pemberton
Title
Chairman
Signed
2019-12-17
Discuss with paid preparer
Yes

Preparer

Firm
Abacus Tax Consulting Inc
Address
1507 First Avenue W Suite A, Kalispell, MT 59901
Preparer
Douglas J Hill
Phone
4067526706
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $96”

Other Expenses.1

“Magic of christmas gifts $13213”

Other Expenses.2

“FVCC SCHOLARSHIPS $9716”

Other Expenses.3

“Annual corporate report $20”

Raw XML Appendix168 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023045
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE DISTRIBUTION OF FUNDS AND SERVICES IN COORDINATION WITH ROTARY CLUB OF WHITEFISH TO THOSE IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THRU GIFTS, DONATIONS, AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE DISTRIBUTION OF FUNDS AND SERVICES TO THOSE TO THOSE IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THRU GIFTS, DONATIONS, AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022929
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023045
IRS990EZ/TotalProgramServiceExpensesAmt022929
IRS990EZ/TotalRevenueAmt031302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029118
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146412
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0673
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0549
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0366
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0183
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0191
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0673
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IRS990ScheduleA/InvestmentIncomeCYPct00.01320
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98680
IRS990ScheduleA/PublicSupportTotal509Amt0146412
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029309
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148374
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAGIC OF CHRISTMAS GIFTS $13213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FVCC SCHOLARSHIPS $9716
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL PEMBERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-17
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ReturnHeader/Filer/EIN0460492025
ReturnHeader/Filer/PhoneNum04062702760
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kalispell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04067526706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas J Hill
ReturnHeader/ReturnTs02019-12-17T13:47:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,816
Liabilities
-
Net assets
$41,816
Revenue
$31,302
Expenses
$23,045
Net income
$8,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.04$0.06$0.02
2024Summary only. Only limited summary data is available for this year.$0.22$0.00$0.03$0.02$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.03$0.07$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.26$0.14$0.07$0.07
2021Summary only. Only limited summary data is available for this year.$0.18$0.00$0.94$1.24$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.36$0.30$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.31$0.23$0.08
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.04$0.15$0.11