Flathead Rotary Community Foundation

Nonprofit profile at a glance

EIN
205714808
IRS 990-EZ coverage
2012–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
Kalispell, MT, USA
Phone
4062530936
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Reported finances

Revenue
$63,236
Expenses
$61,742
Assets
$166,770
Liabilities
$470

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • JENNA JUSTICE (PRESIDENT)

People named in this filing

  • LUCY SMITH (DIRECTOR)
  • PATRICIA HULLA (SECRETARY)
  • SCOTT MURPHY (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The flathead rotary community foundation provides broad community support through direct cash donations to other qualified 501(c)3 charitable organizations in the area, through the rotary basketball program which is offered to all third through 6th grade girls and boys in the area, and through other community projects selected on an as-needed basis. In keeping with rotary international ideals, foreign projects assisting impoverished communities are supported.

What it reported doing in 2024

Rotary youth basketball program-community league basketball program open to all 3rd through 6th grade school boys and girls (800+ participants).

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 43
  • Transparency & Controls: 94
  • Sustainability: 55
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 42.9%; rating input score 43
  • Program expense ratio: 43.9%; rating input score 44

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 3rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 2.4%; rating input score 50; 50th percentile among comparable filings
  • Total-asset coverage ratio: 2.7; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 33; 33rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 2% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 7.2% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 14.3% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 42.9% of revenue deployed · 43.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $27K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 4 filed schedules
  • Filing history: 11 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 43/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 44/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Review — Sustainability: Operating margin scored 50/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 33/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.