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← FLATHEAD ROTARY COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by FLATHEAD ROTARY COMMUNITY FOUNDATION.

Totals

Total revenue
$185,692
Total expenses
$174,659
Contributions and grants received
$167,897
Grants paid
$137,362
Program service revenue
$22,229
Investment income
$6,108
Other revenue
-$10,542
Total assets, end of year
$162,899
Total liabilities, end of year
$709
Net assets or fund balances, end of year
$162,190
Program services expenses (Part IX)
$173,888
Management and general expenses
$771
Fundraising expenses
$0
Program service expenses (Part III)
$173,888

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $56,937

  • 1f · All other contributions, gifts and grants

    $110,960

  • 2a · Program service revenue: BASKETBALL

    total $22,229 · related or exempt $22,229

  • 3 · Investment income

    total $509 · excluded $509

  • 7a · Gross sales of assets other than inventory

    securities $24,070

  • 7b · Less cost or other basis and sales expenses

    securities $18,471

  • 7c · Gain or loss

    securities $5,599

  • 7d · Net gain or loss

    total $5,599 · excluded $5,599

  • 8a · Fundraising events: gross income

    $41,556

  • 8a · Fundraising events: contributions included on line 1c

    $56,937

  • 8b · Fundraising events: direct expenses

    $52,098

  • 8c · Net income from fundraising events

    total -$10,542 · excluded -$10,542

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $131,362 · program services $131,362

  • 2 · Grants to domestic individuals

    total $6,000 · program services $6,000

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 13 · Office expenses

    total $159 · management and general $159

  • 24a · Other expenses: CONTRACTED SERVICES

    total $19,800 · program services $19,800

  • 24b · Other expenses: UNIFORMS AND SUPPLIES

    total $16,726 · program services $16,726

  • 24c · Other expenses: PRINTING & COPING

    total $82 · management and general $82

  • 24d · Other expenses: BANK AND CREDIT CARD FE

    total $30 · management and general $30

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $126,491 · end of year $131,991

  • 2 · Savings and temporary cash investments

    beginning of year $3,846 · end of year $688

  • 4 · Accounts receivable

    beginning of year $1,075 · end of year $240

  • 12 · Investments: other securities

    beginning of year $21,277 · end of year $29,980

  • 17 · Accounts payable and accrued expenses

    end of year $709

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $152,689 · end of year $162,190

Mission and programs · 2023

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.

Activities or mission (Part I)

ORGANIZE AND SPONSER COMMUNITY LEAGUE BASKETBALL PROGRAM FOR 3RD THROUGH 6TH GRADE BOYS AND GIRLS IN FLATHEAD COUNTY, MT. RAISE FUNDS FOR INTERNATIONAL AND COMMUNITY CHARITABLE PROJECTS.

  • ROTARY YOUTH BASKETBALL PROGRAM-COMMUNITY BASKETBALL PROGRAM OPEN TO ALL 3RD THROUGH 6TH GRADE SCHOOL BOYS AND GIRLS (800+ PARTICIPANTS).

    Expenses $36,526 · Revenue $22,229

  • SUPPORTING COMMUNITY CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN FLATHEAD COUNTY

    Expenses $124,112 · Grants $124,112

  • SUPPORTING EDUCATIONAL AND HUMANITARIAN CAUSES IN GUATEMALA AND MEXICO IN COOPERATION WITH MONTANA ROTARY DISTRICT AND ROTARY INTERNATIONAL

    Expenses $13,250 · Grants $13,250

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PAM CARBONARI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • LUCY SMITH

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA HULLA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SCOTT MURPHY

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • FRANK GARNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHUCK KING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EVERIT SLITER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAGEN VINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
23 April 2025
IRS schema version
2023v6.0
Source object
202541229349302114

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