Civic Intelligence

Whitefish Rotary Charitable Fund Inc.

990EZ • Fiscal year 2020 • EIN 46-0492025

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

67th percentile

18%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$48,229

Up $6,413 (+15%) from 2019

Net Assets

Up

$48,229

Up $6,413 (+15%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$36,367

Up $5,065 (+16%) from 2019

Expenses

Up

$29,954

Up $6,909 (+30%) from 2019

Net Income

Down

$6,413

Down $1,844 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

2020

Assets$48,229
Liabilities-
Net Assets$48,229
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

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

2020

Revenue$36,367
Expenses$29,954
Net Income$6,413
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$36,367
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 IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THRU GIFTS, DONATIONS, AND SCHOLARSHIPS.$24,454-
Compensation and Service Providers
Top Officer Pay76th 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
2020-11-10
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.1

“Magic of christmas gifts $16554”

Other Expenses.2

“FVCC SCHOLARSHIPS $4500”

Other Expenses.3

“Jerry golphenee shcholarship $1400”

Other Expenses.4

“Montessori scholarship $1000”

Other Expenses.5

“Glacier symphony scholarship $1000”

Other Expenses.6

“PO BOX RENT $108”

Other Expenses.8

“Annual corporate report $20”

Raw XML Appendix179 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/PersonNm3MICHAEL MOFFITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIMOTHY DALSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024582
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/PrintingPublicationsPostageAmt022
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE DISTRIBUTION OF FUNDS AND SERVICES TO THOSE IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THRU GIFTS, DONATIONS, AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024454
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029954
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IRS990EZ/TotalRevenueAmt036367
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153076
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0585
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0183
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0549
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0366
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0183
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02356
IRS990ScheduleA/InvestmentIncomeCYPct00.01520
IRS990ScheduleA/InvestmentIncomePYPct00.01320
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98480
IRS990ScheduleA/PublicSupportPY509Pct00.98680
IRS990ScheduleA/PublicSupportTotal509Amt0153076
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt0153076
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013953
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0155432
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAGIC OF CHRISTMAS GIFTS $16554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FVCC SCHOLARSHIPS $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JERRY GOLPHENEE SHCHOLARSHIP $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONTESSORI SCHOLARSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GLACIER SYMPHONY SCHOLARSHIP $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PO BOX RENT $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANNUAL CORPORATE REPORT $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL PEMBERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITEFISH ROTARY CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0460492025
ReturnHeader/Filer/PhoneNum04062702760
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5583
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059937
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810473329
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01507 First Avenue W Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kalispell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04067526706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas J Hill
ReturnHeader/ReturnTs02020-11-10T11:50:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,229
Liabilities
-
Net assets
$48,229
Revenue
$36,367
Expenses
$29,954
Net income
$6,413
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