Civic Intelligence

Christ Church Episcopal Foundation

EIN 81-0417317 • 501(c)3 • Kalispell, MT

Profile

Provide minor financial support to christ church episcopal in the form of dividend income to meet basic operating expenses

215 3rd Ave EastKalispell, MT 59901

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

22nd percentile

-21%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

50th percentile

-1.3%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

60th percentile

7.0%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$344,962

Down $4,387 (-1.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$344,962

Down $4,387 (-1.3%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Up

$20,533

Up $1,341 (+7.0%) from 2023

Expenses

Up

$24,920

Up $2,479 (+11%) from 2023

Net Income

Down

-$4,387

Down $1,138 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2023: $349,349Net Assets 2023: $349,3492023Assets 2024: $344,962Net Assets 2024: $344,9622024

Highlighted filing

2024

Assets$344,962
Liabilities-
Net Assets$344,962
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$30K$20K$10K$0-$10KRevenue 2023: $19,192Expenses 2023: $22,441Net Income 2023: -$3,2492023Revenue 2024: $20,533Expenses 2024: $24,920Net Income 2024: -$4,3872024

Highlighted filing

2024

Revenue$20,533
Expenses$24,920
Net Income-$4,387
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$344,962
Liabilities
-
Net assets
$344,962
Revenue
$20,533
Expenses
$24,920
Net income
-$4,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.45$3.45$0.21$0.25$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.49$3.49$0.19$0.22$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$55,533
Mission and Program Overview

Mission

Provide minor financial support to christ church episcopal in the form of dividend income to meet basic operating expenses

Program Services

DescriptionGrantsExpenses
PROVIDE MINOR FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL IN THE FORM OF DIVIDEND INCOME TO MEET BASIC OPERATING EXPENSES-$24,920
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN BERTRAMPresident-$0--
HILLARY WILLETTSecretary-$0--
TOM CARLSONVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Christ Church Episcopal Foundation
EIN
81-0417317
Phone
4062576182
Address
215 3RD AVE EAST, KALISPELL, MT 59901

Signing Officer

Name
John Bertram
Title
President
Phone
4062576182
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bryan K Gilbertson CPA Pc
Address
690 N MERIDIAN RD STE 217, KALISPELL, MT 59901
Preparer
Bryan K Gilbertson
Phone
4067524755
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses investment fees 4,520 total 4,520”

Form 990-ez, Part III

“Provide minor financial support to christ church episcopal in the form of dividend income to meet basic operating expenses”

Raw XML Appendix133 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/BenefitsPaidToOrForMembersAmt020100
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN BERTRAM
IRS990EZ/BooksInCareOfDetail/PhoneNum04062576182
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 3RD AVENUE EAST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALISPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0349349
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0344962
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt035000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4387
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0349349
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0344962
IRS990EZ/GainOrLossFromSaleOfAssetsAmt09125
IRS990EZ/GrossReceiptsAmt055533
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011408
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0349349
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0344962
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0349349
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0344962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN BERTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HILLARY WILLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE MINOR FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL IN THE FORM OF DIVIDEND INCOME TO MEET BASIC OPERATING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MINOR FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL IN THE FORM OF DIVIDEND INCOME TO MEET BASIC OPERATING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024920
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt044125
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024920
IRS990EZ/TotalProgramServiceExpensesAmt024920
IRS990EZ/TotalRevenueAmt020533
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0816013008
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHRIST CHURCH EPISCOPAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt020100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INVESTMENT FEES 4,520 TOTAL 4,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE MINOR FINANCIAL SUPPORT TO CHRIST CHURCH EPISCOPAL IN THE FORM OF DIVIDEND INCOME TO MEET BASIC OPERATING EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BERTRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062576182
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHRIST CHURCH EPISCOPAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
ReturnHeader/Filer/EIN0810417317
ReturnHeader/Filer/PhoneNum04062576182
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 3RD AVE EAST
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753107235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYAN K GILBERTSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0690 N MERIDIAN RD STE 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059901
ReturnHeader/PreparerPersonGrp/PhoneNum04067524755
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN K GILBERTSON
ReturnHeader/ReturnTs02025-11-13T17:13:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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