Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Rotary District 5390 Foundation
EIN 75-3108138 • 501(c)3 • Polson, MT
Profile
GRANTS TO MONTANA ROTARY CLUBs & COMMUN
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
84th percentile
Faster asset growth than 84% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Up$179,375
Up $26,805 (+18%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$179,375
Up $26,805 (+18%) from 2023
Revenue
Down$78,868
Down $33,126 (-30%) from 2023
Expenses
Down$54,462
Down $14,743 (-21%) from 2023
Net Income
Down$24,406
Down $18,383 (-43%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $179,375
- Liabilities
- $0
- Net assets
- $179,375
- Revenue
- $78,868
- Expenses
- $54,462
- Net income
- $24,406
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 10, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $78,868
Mission and Program Overview
Mission
Providing grants for montana rotary club rotary projects
GRANTS TO MONTANA ROTARY CLUBs & COMMUN
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Grants to Montana Rotary Clubs | - | - |
| Grants to Rotary Intl Global projects | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JAMES OATES | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary District 5390 Foundation
- EIN
- 75-3108138
- Address
- PO BOX 922, POLSON, MT 59860
Signing Officer
- Name
- James M Oates
- Title
- Treasurer
- Phone
- 4062707826
- Signed
- 2025-05-10
- Discuss with paid preparer
- No
Preparer
- Firm
- James M Oates CPA
- Address
- PO BOX 425, Polson, MT 59860
- Preparer
- James M Oates
- Phone
- 4062707826
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Activity DONATIONS DESIGNATED Grantee BILLINGS WEST ROTARY Street C/O 935 City, State, Zip BILLINGS, MT 59101Amount 17,170Activity DONATIONS DESIGNATED Grantee ROTARY INTERNATIONAL FOUNDATION Street 14280 COLLECTIONS CENTER City, State, Zip Chicago, IL 60693Amount 8,400Activity DONATIONS DESIGNATED FOR MONTANA CLUBS Grantee ROTARY DISTRICT 5390 Street PO BOX 922 City, State, Zip POLSON, MT 59860Relationship AFFILIATED ORGANIZATION Amount 21,464Activity MISC DONATIONS Grantee LESS THAN $5,000 EACH Amount 5,405”
Description of other expenses Part I line 16
“Description AmountComputer software 459Bank and cc fees 406Raffle expenses 658”
Other changes in net assets or fund balances Part I line 20
“Description Amountprior period investment income 1,773Investment income not included in 6/30/23 $1,773”
Raw XML Appendix134 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JAMES OATES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4062707826 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 42132 RANCH RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | POLSON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59860 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 153196 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 179375 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 38948 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 24406 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 153196 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 179375 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 34511 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 52439 |
| IRS990EZ/GrossReceiptsAmt | 0 | 78868 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5409 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 153196 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 179375 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 153196 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 179375 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES OATES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 1773 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1523 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | GRANTS TO MONTANA ROTARY CLUBs & COMMUN |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Grants to Montana Rotary Clubs |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Grants to Rotary Intl Global projects |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 34511 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 54462 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 78868 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 73459 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 109987 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 94598 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 159353 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 176893 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 614290 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 5409 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2007 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9808 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 17224 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 614290 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 73459 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 109987 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 94598 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 159353 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 176893 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 614290 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 631514 |
| IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt | 0 | 658 |
| IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt | 0 | 34511 |
| IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt | 0 | 34511 |
| IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt | 0 | 33853 |
| IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt | 0 | 658 |
| IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt | 0 | 658 |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd | 0 | true |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct | 0 | 1.00000 |
| IRS990ScheduleG/StatesWhereGamingConductedCd | 0 | MT |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Activity DONATIONS DESIGNATED Grantee BILLINGS WEST ROTARY Street C/O 935 City, State, Zip BILLINGS, MT 59101Amount 17,170Activity DONATIONS DESIGNATED Grantee ROTARY INTERNATIONAL FOUNDATION Street 14280 COLLECTIONS CENTER City, State, Zip Chicago, IL 60693Amount 8,400Activity DONATIONS DESIGNATED FOR MONTANA CLUBS Grantee ROTARY DISTRICT 5390 Street PO BOX 922 City, State, Zip POLSON, MT 59860Relationship AFFILIATED ORGANIZATION Amount 21,464Activity MISC DONATIONS Grantee LESS THAN $5,000 EACH Amount 5,405 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountComputer software 459Bank and cc fees 406Raffle expenses 658 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description Amountprior period investment income 1,773Investment income not included in 6/30/23 $1,773 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other changes in net assets or fund balances Part I line 20 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES M OATES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4062707826 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY DISTRICT 5390 FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 753108138 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 922 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | POLSON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59860 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 810426254 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | JAMES M OATES CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 425 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Polson |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59860 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4062707826 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES M OATES |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-05-09T11:26:40-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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