Jefferson Valley Community Foundation
Nonprofit profile at a glance
- EIN
- 463196448
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2013
- Location
- Whitehall, MT, USA
- Phone
- 4064982895
- Rating
- 96
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Community Foundations
Reported finances
- Revenue
- $27,695
- Expenses
- $31,504
- Assets
- $120,856
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
People named in this filing
- SHANNON SMITH (CHAIRPERSON)
- JOHN KREIS (CO-CHAIRPERSON)
- TIM MULLIGAN (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 jefferson valley community foundation is a philanthropic foundation committed to building an endowment to benefit the whitehall community; building for future generations by giving today.
What it reported doing in 2024
Provide grants to community organizations to support their missions.
Operating model
- Revenue model
- Investment-supported. 65% of the money available for current operations came from recurring investment income.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 97
- Transparency & Controls: 100
- Sustainability: 51
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 91.3%; rating input score 91
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -13.8%; rating input score 27; 27th percentile among comparable filings
- Total-asset coverage ratio: 3.84; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.8% per year; rating input score 100; 64th percentile among comparable filings
- Revenue growth: 4.7% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: 14.9% per year; rating input score 100; 81st percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 91.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $29K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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.
- High — Sustainability: Operating margin scored 27/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.