Zeller Family Foundation

EIN 47-7398637 • Great Falls, MT

Pub. 78 Eligible

PO Box 2309Great Falls, MT 59403

Siviq Scores

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

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

4.8%

Higher net margin than 49% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

$18,603

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

2.7%

Faster asset growth than 50% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Assets

$1,863,599

Up $48,356 (+2.7%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$1,863,599

Up $48,356 (+2.7%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin49th percentile

Revenue

$128,964

Up $130,727 (+7415%) from 2023

Expenses

$122,740

Up $13,753 (+13%) from 2023

Net Income

$6,224

Up $116,974 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2024

Assets$1,863,599

Liabilities$0

Net Assets$1,863,599

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$128,964

Expenses$122,740

Net Income$6,224

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $1,863,599
Liabilities: $0
Net assets: $1,863,599
Revenue: $128,964
Expenses: $122,740
Net income: $6,224

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.86	$0.00	$1.86	$0.13	$0.12	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$1.82	$0.00	$1.82	$0.00	$0.11	$0.11
2022Detailed filing. Detailed filing data is available for this year.	$1.89	$0.00	$1.89	$0.04	$0.15	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$1.97	$0.00	$1.97	$0.13	$0.07	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$1.86	$0.00	$1.86	$0.09	$0.06	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$1.79	$0.00	$1.79	$0.06	$0.15	$0.09
2018Detailed filing. Detailed filing data is available for this year.	$1.85	$0.00	$1.85	$0.04	$0.14	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$1.90	$0.00	$1.90	$0.02	$0.06	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$1.90	$0.00	$1.90	$1.95	$0.08	$1.87

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Apr 28, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay53rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
D A DAVIDSON TRUST CO	Trustee	PT	$18,603	-	$18,603

Filing and Contact Details

Filer

Filer Name: Zeller Family Foundation
EIN: 47-7398637
Phone: 4062683062
Address: PO BOX 2309, GREAT FALLS, MT 59403

Signing Officer

Name: D a Davidson Trust Co
Title: Trustee
Phone: 4062683062
Signed: 2025-04-28
Discuss with paid preparer: Yes

Preparer

Firm: Pinion LLC
Address: 1821 SOUTH AVENUE WEST 5TH FLOOR, MISSOULA, MT 59801
Preparer: Megan Adams
Phone: 4067217800

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	7	PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	8	PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	BENEFIS HEALTH SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	CASCADE 4-H FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CENTRAL CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	EASTER SEALS GOODWILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	GREAT FALLS RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	GREAT FALLS SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	ST ANN'S PARISH FORT SHAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	SUN RIVER VALLEY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	8	UNIVERSITY OF PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	SO III FI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	6	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	7	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	8	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1101 26TH ST S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3300 3RD ST NE 9
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2800 18TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	425 1ST AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	408 2ND AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1000 17TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	13327 HWY 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	123 WALKER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	1301 20TH ST S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	FORT SHAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	SIMMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	GREAT FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	59405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	59404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	59405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	59401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	59405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	59405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	59443
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	59477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	59405
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	97324
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	14798
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	89251
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	96047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	104049
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	81249
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	89251
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1314
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	TAX ESTIMATE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1191
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1191
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CTF ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	CTF INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	183
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	318
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	4163
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	33414
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	645
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	2	8073
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	TAX EXEMPT INTEREST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	TAX EXEMPT DIVIDENDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	2	PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt	0	123
TaxesSchedule/TaxesDetail/Amt	1	634
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	634
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	D A DAVIDSON TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4062683062
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ZELLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O D A DAVIDSON TRUST CO
ReturnHeader/Filer/BusinessNameControlTxt	0	ZELL
ReturnHeader/Filer/EIN	0	477398637
ReturnHeader/Filer/PhoneNum	0	4062683062
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 2309
ReturnHeader/Filer/USAddress/CityNm	0	GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MT
ReturnHeader/Filer/USAddress/ZIPCd	0	59403
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1821 SOUTH AVENUE WEST 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	59801
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4067217800
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MEGAN ADAMS
ReturnHeader/ReturnTs	0	2025-05-02T00:12:33-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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