Civic Intelligence

Rotary Club of Kalispell Daybreak Foundation Inc.

990EZ • Fiscal year 2024 • EIN 83-2020387

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

PO Box 1042Kalispell, MT 59903

(406) 250-8010

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

80th percentile

34%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

94th percentile

159%

Faster revenue growth than 94% of similar nonprofits.

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

Assets

Up

$375,205

Up $95,774 (+34%) from 2023

Net Assets

Up

$375,205

Up $95,774 (+34%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$78,057

Up $47,911 (+159%) from 2023

Expenses

Up

$12,967

Up $574 (+4.6%) from 2023

Net Income

Up

$65,090

Up $47,337 (+267%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $142,364Liabilities 2019: $0Net Assets 2019: $142,3642019Assets 2020: $161,391Liabilities 2020: $0Net Assets 2020: $161,3912020Assets 2021: $208,407Liabilities 2021: $0Net Assets 2021: $208,4072021Assets 2022: $239,274Liabilities 2022: $0Net Assets 2022: $239,2742022Assets 2023: $279,431Liabilities 2023: $0Net Assets 2023: $279,4312023Assets 2024: $375,205Liabilities 2024: $0Net Assets 2024: $375,2052024Assets 2025: $476,291Liabilities 2025: $150,000Net Assets 2025: $326,2912025

Highlighted filing

2024

Assets$375,205
Liabilities$0
Net Assets$375,205

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2019: $149,967Expenses 2019: $10,176Net Income 2019: $139,7912019Revenue 2020: $5,354Expenses 2020: $1,447Net Income 2020: $3,9072020Revenue 2021: $7,644Expenses 2021: $1,656Net Income 2021: $5,9882021Revenue 2022: $98,324Expenses 2022: $12,174Net Income 2022: $86,1502022Revenue 2023: $30,146Expenses 2023: $12,393Net Income 2023: $17,7532023Revenue 2024: $78,057Expenses 2024: $12,967Net Income 2024: $65,0902024Revenue 2025: $110,644Expenses 2025: $163,026Net Income 2025: -$52,3822025

Highlighted filing

2024

Revenue$78,057
Expenses$12,967
Net Income$65,090
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$81,702
Mission and Program Overview

Mission

To provide funds for the rotary club of kalispell daybreak to carry out its charitable giving and charitable projects.

Program Services

DescriptionGrantsExpenses
GENERATE FUNDS TO CONTRIBUTE TO WORTHY COMMUNITY SERVICE PROJECTS AND NONPROFIT ORGANIZATIONS IN NORTHWEST MONTANA.$10,000$12,967
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J SCHULTZPresident-$0--
JEANNIE LUCKEYDirector-$0--
RANDALL S OGLEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Great Bear Festival$14,043$14,043-$14,043
Total Events$14,043$14,043-$14,043
Filing and Contact Details

Filer

Filer Name
Daybreak Rotary Foundation
EIN
83-2020387
Phone
4062508010
Address
PO BOX 1042, KALISPELL, MT 59903

Signing Officer

Name
David J Schultz
Title
President
Phone
4062508010
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jordahl & Sliter Pllc
Address
PO BOX 8600, KALISPELL, MT 59904-1600
Preparer
Brad Corntassel
Phone
4067521040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 66. Description: dividends. Amount: 4,688. Total included on form 990-ez, line 4: 4,754.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable. Grantee name: rotary international kalispell daybreak montana grantee name: rotary international kalispell daybreak montana. Grantee address: p.o. Box 1042 kalispell, mt 59903. Property description: cash. Date of gift: 12/11/23. Amount given: 10,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: business licenses. Amount: 35.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/(loss). Amount: 30,684.

Raw XML Appendix166 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID J SCHULTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04062508010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0135 HUTTON RANCH RD SUITE 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KALISPELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0279431
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0375205
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt014043
IRS990EZ/GainOrLossFromSaleOfAssetsAmt09260
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010000
IRS990EZ/GrossReceiptsAmt081702
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04754
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NameChangeInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0279431
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0375205
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0279431
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0375205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID J SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEANNIE LUCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RANDALL S OGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt030684
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDS FOR THE ROTARY CLUB OF KALISPELL DAYBREAK TO CARRY OUT ITS CHARITABLE GIVING AND CHARITABLE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GENERATE FUNDS TO CONTRIBUTE TO WORTHY COMMUNITY SERVICE PROJECTS AND NONPROFIT ORGANIZATIONS IN NORTHWEST MONTANA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012967
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt012905
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsNetIncomeLossAmt014043
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012967
IRS990EZ/TotalProgramServiceExpensesAmt012967
IRS990EZ/TotalRevenueAmt078057
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST AS IT CONTINUOUSLY SOLICITS FUNDS FROM THE MEMBERS OF ROTARY INTERNATIONAL KALISPELL DAYBREAK MONTANA ROTARY, A 501(C)(4) SOCIAL WELFARE ORGANIZATION WHICH THE ORGANIZATION WAS ORIGINALLY FOUNDED TO SUPPORT THE MISSION AND SOCIAL EFFORTS OF. ADDITIONALLY, THE ORGANIZATION SOLICITS AND WELCOMES CONTRIBUTIONS FROM THE GENERAL PUBLIC AND COMMUNITY. DURING THE 2021 TAX YEAR, THERE WAS A FUNDRAISING CAMPAIGN BY THE ORGANIZATION TO OBTAIN SUFFICIENT FUNDS TO START INVESTING FUNDS TO FURTHER THE ORGANIZATION'S MISSION. DURING THIS TIME, THERE WERE SIX CONTRIBUTIONS FROM VARIOUS MEMBERS OF THE COMMUNITY THAT WERE SUBSTANTIAL. THESE CONTRIBUTIONS EXCEED 2% OF THE AMOUNT REPORTED ON LINE 11 OF SCHEDULE A, PART II. ACCORDINGLY, PUBLIC SUPPORT HAS BEEN REDUCED BY THESE EXCESS CONTRIBUTIONS. FURTHERMORE, MOST OF THE ORGANIZATION'S SUPPORT COMES FROM INVESTMENT INCOME ON AN ANNUAL BASIS, WHICH WAS GENERATED BY THOSE INITIAL CONTRIBUTIONS IN 2021. THE ABOVE FACTORS HAVE RESULTED IN THE ORGANIZATION RECEIVING LESS THAN 33 1/3% FROM THE GENERAL PUBLIC. THE ORGANIZATION CONTINUES TO STRIVE TO MEET THE 33 1/3% TEST TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: TO FUND INVESTMENT ACCOUNT DATE: 06/30/22 AMOUNT: 30574. DESCRIPTION: TO FUND INVESTMENT ACCOUNT DATE: 06/18/24 AMOUNT: 50000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024726
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02812
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02561
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016771
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27120
IRS990ScheduleA/PublicSupportPY170Pct00.30400
IRS990ScheduleA/PublicSupportTotal170Amt011256
IRS990ScheduleA/SubstantialContributorsTotAmt013470
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024726
IRS990ScheduleA/TotalSupportAmt041497
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GREAT BEAR FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014043
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 66. DESCRIPTION: DIVIDENDS. AMOUNT: 4,688. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,754.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE. GRANTEE NAME: ROTARY INTERNATIONAL KALISPELL DAYBREAK MONTANA GRANTEE NAME: ROTARY INTERNATIONAL KALISPELL DAYBREAK MONTANA. GRANTEE ADDRESS: P.O. BOX 1042 KALISPELL, MT 59903. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/11/23. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BUSINESS LICENSES. AMOUNT: 35.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN/(LOSS). AMOUNT: 30,684.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062508010
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAYBREAK ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAYB
ReturnHeader/Filer/EIN0832020387
ReturnHeader/Filer/PhoneNum04062508010
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1042
ReturnHeader/Filer/USAddress/CityNm0KALISPELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810497523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JORDAHL & SLITER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALISPELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0599041600
ReturnHeader/PreparerPersonGrp/PhoneNum04067521040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD CORNTASSEL
ReturnHeader/ReturnTs02024-11-15T10:40:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits