Philipsburg Rotary Foundation

Nonprofit profile at a glance

EIN
824405584
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024, Form 990-N 2021
Location
Philipsburg, MT, USA
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$151,409
Expenses
$11,797
Assets
$408,271
Liabilities
$0

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

Leadership & pay

3 people listed

Executive titles in this filing

  • MARY HAGER (PRESIDENT)

People named in this filing

  • MARY HAGER (PRESIDENT)
  • KIM HENDL ROOKS (SECRETARY)
  • JOHN BARBARA (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

Support social and economic well-being

What it reported doing in 2024

Provide financial support to promote the social and economic well-being of philipsburg and granite counties

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

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.

Rating breakdown

  • Financial Efficiency: 38
  • Transparency & Controls: 100
  • Sustainability: 92
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 7.9%; rating input score 8
  • Program expense ratio: 89.2%; rating input score 89

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: 92.2%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 34.61; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 5.4% per year; rating input score 100; 48th percentile among comparable filings
  • Revenue growth: 12.7% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: 51.9% per year; rating input score 100; 94th percentile among comparable filings

Details

  • Where the money goes: 7.9% of revenue deployed · 89.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $11K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Mission deployment rate scored 8/100.