Civic Intelligence

J-M Family Foundation

EIN 87-3827310 • Cascade, MT

1031-10 Mile RoadCascade, MT 59421
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

93rd percentile

61%

Faster asset growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

5.0%

Faster revenue growth than 44% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,133,243

Up $807,442 (+61%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$2,133,243

Up $807,442 (+61%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Up

$858,041

Up $40,918 (+5.0%) from 2023

Expenses

Up

$50,599

Up $36,419 (+257%) from 2023

Net Income

Up

$807,442

Up $4,499 (+0.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2022: $522,281Liabilities 2022: $1Net Assets 2022: $522,2812022Assets 2023: $1,325,801Liabilities 2023: $1Net Assets 2023: $1,325,8012023Assets 2024: $2,133,243Liabilities 2024: $0Net Assets 2024: $2,133,2432024

Highlighted filing

2024

Assets$2,133,243
Liabilities$0
Net Assets$2,133,243
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$1.0M$500K$0Revenue 2022: $522,281Expenses 2022: $0Net Income 2022: $522,2812022Revenue 2023: $817,123Expenses 2023: $14,180Net Income 2023: $802,9432023Revenue 2024: $858,041Expenses 2024: $50,599Net Income 2024: $807,4422024

Highlighted filing

2024

Revenue$858,041
Expenses$50,599
Net Income$807,442
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,133,243
Liabilities
$0
Net assets
$2,133,243
Revenue
$858,041
Expenses
$50,599
Net income
$807,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.86$0.05$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.82$0.01$0.80
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.52$0.00$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN STOLTZFUSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
J-m Family Foundation
EIN
87-3827310
Phone
4064700451
Address
1031-10 MILE ROAD, CASCADE, MT 59421

Signing Officer

Name
Kevin Stoltzfus
Title
Trustee
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Gary Kasper & Company Inc
Address
324 Central Ave Box 308, Fairfield, MT 59436
Preparer
Diane Gollehon CPA
Phone
4064672410
Raw XML Appendix199 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.

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TaxesSchedule/TaxesDetail/Amt0349
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN STOLTZFUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J-M FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0J-MF
ReturnHeader/Filer/EIN0873827310
ReturnHeader/Filer/PhoneNum04064700451
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810529486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary Kasper & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 Central Ave Box 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059436
ReturnHeader/PreparerPersonGrp/PhoneNum04064672410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane Gollehon CPA
ReturnHeader/ReturnTs02025-11-14T08:14:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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