Whitefish Rotary Charitable Fund Inc
Nonprofit profile at a glance
- EIN
- 460492025
- IRS 990-EZ coverage
- 2018–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2021
- Location
- Whitefish, MT, USA
- Phone
- 4062702760
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $1,766
- Expenses
- $9,257
- Assets
- $12,429
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
People named in this filing
- CHRISTIE OSBORNE (CHAIRPERSON)
- ALEX J SPEAR (SECRETARY)
- BRUCE ARONSON (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Charitable distribution of funds and services in coordination with rotary club of whitefish to those in need primarily in the whitefish community through gifts, donation, and scholarships.
What it reported doing in 2025
The annual magic of christmas program is the primary use of funds, with children in less fortunate families receiving gifts. 166 children were the beneficiaries of the effort last december.
Operating model
- Revenue model
- Donor-supported. 90% 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
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 program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 82
- Sustainability: 24
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 95%; rating input score 95
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -424.2%; rating input score 3; 3rd percentile among comparable filings
- Total-asset coverage ratio: 1.34; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -26.7% per year; rating input score 0; 16th percentile among comparable filings
- Revenue growth: -33.4% per year; rating input score 0; 9th percentile among comparable filings
- Asset growth: -15.3% per year; rating input score 0; 13th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 95% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $9K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2018 to 2025
- 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 — Sustainability: Operating margin scored 3/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.