Civic Intelligence

Flathead 4-H Foundation Inc

EIN 81-6016521 • 501(c)3 • Kalispell, MT

Profile

YOUTH ACTIVITIES

1108 S Main StreetKalispell, MT 59901

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

79th percentile

26%

Higher net margin than 79% 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 2023

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$385,913

Up $51,139 (+15%) from 2023

Liabilities

Down

$1,770

Down $3,636 (-67%) from 2023

Net Assets

Up

$384,143

Up $54,775 (+17%) from 2023

Revenue

Up

$208,062

Up $50,295 (+32%) from 2023

Expenses

Up

$153,287

Up $25,639 (+20%) from 2023

Net Income

Up

$54,775

Up $24,656 (+82%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $228,209Liabilities 2011: $262011Assets 2012: $207,030Liabilities 2012: $2,247Net Assets 2012: $204,7832012Assets 2013: $222,951Liabilities 2013: $3,671Net Assets 2013: $219,2802013Assets 2014: $209,354Liabilities 2014: $569Net Assets 2014: $208,7852014Assets 2015: $223,968Liabilities 2015: $4,478Net Assets 2015: $219,4902015Assets 2016: $212,569Liabilities 2016: $1,850Net Assets 2016: $210,7192016Assets 2017: $231,413Liabilities 2017: $3,045Net Assets 2017: $228,3682017Assets 2018: $252,149Liabilities 2018: $13,839Net Assets 2018: $238,3102018Assets 2020: $231,180Liabilities 2020: $12,380Net Assets 2020: $218,8002020Assets 2021: $285,386Liabilities 2021: $2,000Net Assets 2021: $283,3862021Assets 2023: $334,774Liabilities 2023: $5,406Net Assets 2023: $329,3682023Assets 2024: $385,913Liabilities 2024: $1,770Net Assets 2024: $384,1432024

Highlighted filing

2024

Assets$385,913
Liabilities$1,770
Net Assets$384,143

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $92,528Expenses 2011: $96,516Net Income 2011: -$3,9882011Revenue 2012: $61,981Expenses 2012: $85,381Net Income 2012: -$23,4002012Revenue 2013: $111,242Expenses 2013: $96,746Net Income 2013: $14,4962013Revenue 2014: $125,385Expenses 2014: $135,881Net Income 2014: -$10,4962014Revenue 2015: $116,107Expenses 2015: $105,399Net Income 2015: $10,7082015Revenue 2016: $100,438Expenses 2016: $109,211Net Income 2016: -$8,7732016Revenue 2017: $149,369Expenses 2017: $131,719Net Income 2017: $17,6502017Revenue 2018: $131,752Expenses 2018: $121,810Net Income 2018: $9,9422018Revenue 2020: $58,766Expenses 2020: $57,830Net Income 2020: $9362020Revenue 2021: $127,140Expenses 2021: $62,553Net Income 2021: $64,5872021Revenue 2023: $157,767Expenses 2023: $127,648Net Income 2023: $30,1192023Revenue 2024: $208,062Expenses 2024: $153,287Net Income 2024: $54,7752024

Highlighted filing

2024

Revenue$208,062
Expenses$153,287
Net Income$54,775

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$219,599
Mission and Program Overview

Mission

YOUTH ACTIVITIES

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$173,974$225,113▲ $51,139
Land, Buildings, and Equipment, Net$160,800$160,800→ $0
Total Assets$334,774$385,913▲ $51,139
Liabilities
Other Liabilities$5,406$1,770▼ $3,636
Total Liabilities$5,406$1,770▼ $3,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$329,368$384,143▲ $54,775
Total Net Assets Fund Balance$329,368$384,143▲ $54,775
Total Liabilities and Net Assets / Fund Balance$334,774$385,913▲ $51,139

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,250-$27,250
Buildings$128,850--
Land$4,700--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol EricksonPresident
Chirstine KauppDirector
Emily HallDirector
Jocelyn HawbakerDirector
Kristi DavisDirector
Mark BlasdelDirector
Rose McintyreDirector
Sandy EversonDirector
Lesley HawbakerSecretary
Chris JellisonTreasurer
Ashley King JonesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$46,084
Program Service Revenue
$143,721
Investment Income
$4,588
Other Revenue
$13,669
All Other Contributions
$39,169
Change in Net Assets
$54,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,416
Salaries, Compensation, and Employee Benefits$29,871
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$29,507--$29,507
Other Salaries and Wages$27,845--$27,845
Occupancy$17,476--$17,476
Insurance$13,532--$13,532
Fees for Services Accounting$9,350--$9,350
Other Expenses$8,617--$8,617
Payroll Taxes$2,026--$2,026
Information Technology$1,440--$1,440
Office Expenses$278--$278
Advertising$73--$73
Total Functional Expenses$153,287$0$0$153,287
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,206
Fundraising Direct Expenses$11,537
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle and Even$25,206$25,206$11,537$13,669
Total Events$25,206$25,206$11,537$13,669
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rental Deposit$1,000
Payroll Liabilities$770
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 15A

Officers are not compensated

Form 990, Page 6, Part VI, Line 15B

There is no compensation to offices and no key employees

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Flathead 4-h Foundation Inc
EIN
81-6016521
Phone
4067585553
Address
1108 S MAIN STREET, KALISPELL, MT 59901

Signing Officer

Name
Carol Erickson
Title
President
Phone
4067585553
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Erickson
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
4

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, Page 2, Part III, Line 4D

Camp activities for flathead, lake, mineral county and others.

Form 990, Part IX, Line 24E

Camp expense 6,870 0 0 rec lab 3,858 0 0 donations 3,484 0 0 committee expenses-counci 2,388 0 0 program supplies 2,201 0 0 licenses,memberships, fee 2,104 0 0 horse expense 1,967 0 0 background checks 1,576 0 0 county events & congress 1,225 0 0 sheep expenses 1,202 0 0 training 590 0 0 leadership training 533 0 0 cloverbuds 529 0 0 program expenses 510 0 0 other council expenses 330 0 0 ambassadors 140 0 0 total 29,507 0 0

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04588
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07013
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0307255
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012669
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014767
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018946
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt025215
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt022370
IRS990ScheduleA/OtherIncome170Grp/TotalAmt093967
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68530
IRS990ScheduleA/PublicSupportPY170Pct00.71230
IRS990ScheduleA/PublicSupportTotal170Amt0219898
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049322
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029263
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0219898
IRS990ScheduleA/TotalSupportAmt0320878
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0128850
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0128850
IRS990ScheduleD/EquipmentGrp/BookValueAmt027250
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027250
IRS990ScheduleD/LandGrp/BookValueAmt04700
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt04700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENTAL DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0160800
IRS990ScheduleD/TotalLiabilityAmt01770
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011537
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAFFLE AND EVEN
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025206
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013669
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011537
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011537
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CAMP ACTIVITIES FOR FLATHEAD, LAKE, MINERAL COUNTY AND OTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS ARE NOT COMPENSATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMPENSATION TO OFFICES AND NO KEY EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CAMP EXPENSE 6,870 0 0 REC LAB 3,858 0 0 DONATIONS 3,484 0 0 COMMITTEE EXPENSES-COUNCI 2,388 0 0 PROGRAM SUPPLIES 2,201 0 0 LICENSES,MEMBERSHIPS, FEE 2,104 0 0 HORSE EXPENSE 1,967 0 0 BACKGROUND CHECKS 1,576 0 0 COUNTY EVENTS & CONGRESS 1,225 0 0 SHEEP EXPENSES 1,202 0 0 TRAINING 590 0 0 LEADERSHIP TRAINING 533 0 0 CLOVERBUDS 529 0 0 PROGRAM EXPENSES 510 0 0 OTHER COUNCIL EXPENSES 330 0 0 AMBASSADORS 140 0 0 TOTAL 29,507 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0334774
IRS990/TotalAssetsGrp/EOYAmt0385913
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046084
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0153287
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153287
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05406
IRS990/TotalLiabilitiesEOYAmt01770
IRS990/TotalLiabilitiesGrp/BOYAmt05406
IRS990/TotalLiabilitiesGrp/EOYAmt01770
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0329368
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0384143
IRS990/TotalOtherProgSrvcExpenseAmt0130548
IRS990/TotalOtherProgSrvcRevenueAmt0143721
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01704
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01704
IRS990/TotalProgramServiceExpensesAmt0153287
IRS990/TotalProgramServiceRevenueAmt0143721
IRS990/TotalRevenueGrp/ExclusionAmt018257
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0143721
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0208062
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0334774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0385913
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01108 S MAIN STREET
IRS990/USAddress/CityNm0KALISPELL
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059901
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04067585553
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLATHEAD 4-H FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FLAT
ReturnHeader/Filer/EIN0816016521
ReturnHeader/Filer/PhoneNum04067585553
ReturnHeader/Filer/USAddress/AddressLine1Txt01108 S MAIN STREET
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

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