Civic Intelligence

Whitefish Rotary Charitable Fund Inc.

990EZ • Fiscal year 2024 • EIN 46-0492025

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 08, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-21%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$22,334

Flat from 2024

Net Assets

$22,334

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Flat

$2,546

Flat from 2024

Expenses

Flat

$2,050

Flat from 2024

Net Income

Flat

$496

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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: $22,334Net Assets 2024: $22,3342024Assets 2024: $22,334Liabilities 2024: $02024Assets 2025: $19,920Net Assets 2025: $19,9202025

Highlighted filing

2024

Assets$22,334
Liabilities-
Net Assets$22,334
Open 2024 Filing

Operations Trend

Revenue Growth25th 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 2024: $2,546Expenses 2024: $2,050Net Income 2024: $4962024Revenue 2025: $3,516Expenses 2025: $5,930Net Income 2025: -$2,4142025

Highlighted filing

2024

Revenue$2,546
Expenses$2,050
Net Income$496
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 8, 2024
Return Version
2023v5.0
Gross Receipts
$2,546
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 CHILDREN IN NEED DURING THE HOLIDAY SEASON. GIFTS FOR THE RECIPIENTS WERE PAID THROUGH THE CLUB'S SOLE FINANCIAL SUPPORT.-$1,600
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GIUSEPPE CALTABIANOPresident-$0--
ALEX J SPEARSecretary-$0--
BRUCE ARONSONTreasurer-$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
2024-08-08

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-ez, Part I, Line 16

“Magic of christmas program expenses 1,406 total 1,406”

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 Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRUCE ARONSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04062702760
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06 RIDGE CREST COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059937
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021838
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022334
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02180
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0496
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021838
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022334
IRS990EZ/GrossReceiptsAmt02546
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0366
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021838
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022334
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021838
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022334
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GIUSEPPE CALTABIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEX J SPEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRUCE ARONSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM BAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01406
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/PrintingPublicationsPostageAmt0194
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VIA THE MAGIC OF CHRISTMAS PROGRAM, THE CLUB ORGANIZED GIFTS TO CHILDREN IN NEED DURING THE HOLIDAY SEASON. GIFTS FOR THE RECIPIENTS WERE PAID THROUGH THE CLUB'S SOLE FINANCIAL SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02050
IRS990EZ/TotalProgramServiceExpensesAmt01600
IRS990EZ/TotalRevenueAmt02546
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035782
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0366
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0513
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0585
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02143
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0366
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0513
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02143
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98570
IRS990ScheduleA/PublicSupportPY509Pct00.98630
IRS990ScheduleA/PublicSupportTotal509Amt0148112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035782
IRS990ScheduleA/Total509Grp/TotalAmt0148112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt036367
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0150255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAGIC OF CHRISTMAS PROGRAM EXPENSES 1,406 TOTAL 1,406
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARITABLE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE ARONSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04062702760
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-08
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059937
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933962119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWIFTCURRENT ACCOUNTING & TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 APPLEWAY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04067555428
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTIAN SHAEFFER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-24T09:13:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$22,334
Liabilities
-
Net assets
$22,334
Revenue
$2,546
Expenses
$2,050
Net income
$496
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
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.03$0.02$0.00
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