Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Philipsburg Rotary Foundation
EIN 82-4405584 • 501(c)3 • Philipsburg, MT
Pub. 78 Eligible990-N Coverage
Profile
Support social and economic well-being
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
97th percentile
Higher net margin than 97% 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
93rd percentile
Faster asset growth than 93% of similar nonprofits.
Revenue Growth
94th percentile
Faster revenue growth than 94% of similar nonprofits.
Balance Sheet
Assets
Up$408,271
Up $202,208 (+98%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$408,271
Up $202,208 (+98%) from 2023
Revenue
Up$151,409
Up $90,909 (+150%) from 2023
Expenses
$11,797
No earlier filing loaded for comparison.
Net Income
$139,612
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $408,271
- Liabilities
- $0
- Net assets
- $408,271
- Revenue
- $151,409
- Expenses
- $11,797
- Net income
- $139,612
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $4.08 | $0.00 | $4.08 | $1.51 | $0.12 | $1.40 |
| 2023Detailed filing. Detailed filing data is available for this year. | $2.06 | $0.00 | $2.06 | $0.61 | ||
| 2022Detailed filing. Detailed filing data is available for this year. | $1.46 | $0.00 | $1.46 | $1.23 | $0.10 | $1.13 |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Jul 3, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $151,409
Mission and Program Overview
Mission
Support social and economic well-being
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE FINANCIAL SUPPORT TO PROMOTE THE SOCIAL AND ECONOMIC WELL-BEING OF PHILIPSBURG AND GRANITE COUNTIES | - | $10,527 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARY HAGER | President | - | $0 | - | - |
| KIM HENDL ROOKS | Secretary | - | $0 | - | - |
| JOHN BARBARA | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Philipsburg Rotary Foundation
- EIN
- 82-4405584
- In Care Of
- % JOHN BARBARA
- Address
- PO BOX 276, Philipsburg, MT 59858
Signing Officer
- Name
- John Barbara
- Title
- Treasurer
- Signed
- 2025-07-03
- Discuss with paid preparer
- No
Preparer
- Firm
- Warren Peak Accounting Pc
- Address
- PO BOX 1274, Philipsburg, MT 59858
- Preparer
- Jacquelyn R Walter CPA
- Phone
- 4062613498
Supplemental Narrative
Additional Explanations
Description of other expenses Part I line 16
“Description AmountBANK CHARGES 50CASH DONATIONS TO OTHER CHARITIES 10,527IRS PENALTY 1,220”
Other changes in net assets or fund balances Part I line 20
“Description AmountSEE EXPLANATION BELOW... 62,596”
General explanation attachment
“Change in prior year net assets explained: the foundation made a deposit and paid expenses from the rotary club concert late 2023 that were not reflected on the 2023 990ez. The foundation utilized these concert funds and opened a high interest earning cd at citizens alliance bank in the amount of $50,000 which was also another change in net assets.”
Raw XML Appendix147 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 | SANDRA BARBARA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4065606077 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 276 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Philipsburg |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59858 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 206063 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 224758 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 149933 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 139612 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 206063 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 408271 |
| IRS990EZ/GrossReceiptsAmt | 0 | 151409 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1476 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 183513 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 206063 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 408271 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 206063 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 408271 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARY HAGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KIM HENDL ROOKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOHN BARBARA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 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 | 62596 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11797 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SUPPORT SOCIAL AND ECONOMIC WELL-BEING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE FINANCIAL SUPPORT TO PROMOTE THE SOCIAL AND ECONOMIC WELL-BEING OF PHILIPSBURG AND GRANITE COUNTIES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10527 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 11797 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 10527 |
| IRS990EZ/TotalRevenueAmt | 0 | 151409 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | true |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 99933 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 60500 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 123057 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 283490 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 1476 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1476 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 1476 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1476 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 283490 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 99933 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 60500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 123057 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 283490 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 101409 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 60500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 123057 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 284966 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountBANK CHARGES 50CASH DONATIONS TO OTHER CHARITIES 10,527IRS PENALTY 1,220 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountSEE EXPLANATION BELOW... 62,596 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CHANGE IN PRIOR YEAR NET ASSETS EXPLAINED: THE FOUNDATION MADE A DEPOSIT AND PAID EXPENSES FROM THE ROTARY CLUB CONCERT LATE 2023 THAT WERE NOT REFLECTED ON THE 2023 990EZ. THE FOUNDATION UTILIZED THESE CONCERT FUNDS AND OPENED A HIGH INTEREST EARNING CD AT CITIZENS ALLIANCE BANK IN THE AMOUNT OF $50,000 WHICH WAS ALSO ANOTHER CHANGE IN NET ASSETS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other changes in net assets or fund balances Part I line 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | General explanation attachment |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN BARBARA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-07-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PHILIPSBURG ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PHIL |
| ReturnHeader/Filer/EIN | 0 | 824405584 |
| ReturnHeader/Filer/InCareOfNm | 0 | % JOHN BARBARA |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 276 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Philipsburg |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59858 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 823540136 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WARREN PEAK ACCOUNTING PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1274 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Philipsburg |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59858 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4062613498 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-07-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JACQUELYN R WALTER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-07-03T17:56:42-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.