Civic Intelligence

Whitefish Rotary Charitable Fund Inc.

990EZ • Fiscal year 2023 • EIN 46-0492025

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 13, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

5th percentile

-121%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-77%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,838

Down $3,899 (-15%) from 2022

Net Assets

Down

$21,838

Down $3,899 (-15%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$3,213

Down $10,995 (-77%) from 2022

Expenses

Up

$7,112

Up $152 (+2.2%) from 2022

Net Income

Down

-$3,899

Down $11,147 (-154%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2023

Assets$21,838
Liabilities-
Net Assets$21,838
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$3,213
Expenses$7,112
Net Income-$3,899
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 13, 2023
Return Version
2022v5.0
Gross Receipts
$3,213
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.

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

Program Services

DescriptionGrantsExpenses
VIA THE MAGIC OF CHRISTMAS PROGRAM, THE CLUB ORGANIZED GIFTS TO 186 CHILDREN IN NEED DURING THE HOLIDAY SEASON. GIFTS FOR 52 OF THE RECIPIENTS WERE PAID THROUGH THE CLUB'S SOLE FINANCIAL SUPPORT.-$6,467
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE JEMMINGPresident-$0--
ALEX J SPEARSecretary-$0--
BRUCE ARONSONTreasurer-$0--
COLE RYANDirector-$0--
WILLIAM BAYNEDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Bruce Aronson
Title
Treasurer
Phone
4062702760
Signed
2023-09-13

Preparer

Firm
Mission Accounting Pc
Address
19 APPLEWAY DR, KALISPELL, MT 59901
Preparer
Christian Shaeffer CPA
Phone
4068906925
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“AMAZON SMILE 52 TOTAL 52”

Form 990-ez, Part I, Line 16

“Magic of christmas program expenses 6,467 expenses state sos filing fee 20 total 6,487”

Form 990-ez, Part III

“Charitable distribution of funds and services in coordination with rotary club of whitefish to those in need primarily in the whitefish community through gifts, donation, and scholarships.”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059937
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021838
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02635
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3899
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE JEMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX J SPEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRUCE ARONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COLE RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM BAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06487
IRS990EZ/OtherRevenueTotalAmt052
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 THROUGH GIFTS, DONATION, AND SCHOLARSHIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VIA THE MAGIC OF CHRISTMAS PROGRAM, THE CLUB ORGANIZED GIFTS TO 186 CHILDREN IN NEED DURING THE HOLIDAY SEASON. GIFTS FOR 52 OF THE RECIPIENTS WERE PAID THROUGH THE CLUB'S SOLE FINANCIAL SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06467
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07112
IRS990EZ/TotalProgramServiceExpensesAmt06467
IRS990EZ/TotalRevenueAmt03213
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0176509
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0513
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0585
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0673
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0153
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0673
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IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98630
IRS990ScheduleA/PublicSupportPY509Pct00.98840
IRS990ScheduleA/PublicSupportTotal509Amt0176561
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014208
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt035782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030629
IRS990ScheduleA/Total509Grp/TotalAmt0176561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014361
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031302
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0179011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMAZON SMILE 52 TOTAL 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAGIC OF CHRISTMAS PROGRAM EXPENSES 6,467 EXPENSES STATE SOS FILING FEE 20 TOTAL 6,487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHARITABLE DISTRIBUTION OF FUNDS AND SERVICES IN COORDINATION WITH ROTARY CLUB OF WHITEFISH TO THOSE IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THROUGH GIFTS, DONATION, AND SCHOLARSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE ARONSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062702760
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITEFISH ROTARY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0460492025
ReturnHeader/Filer/PhoneNum04062702760
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5583
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH
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ReturnHeader/Filer/USAddress/ZIPCd059937
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453058559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MISSION ACCOUNTING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 APPLEWAY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04068906925
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN SHAEFFER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-14T14:36:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARONSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,838
Liabilities
-
Net assets
$21,838
Revenue
$3,213
Expenses
$7,112
Net income
-$3,899
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