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← MARTIN AND ZOE RATHVON CASPER COLLEGE EDUCATION TRUST

Form 990 for tax year 2024

Filed by MARTIN AND ZOE RATHVON CASPER COLLEGE EDUCATION TRUST.

Totals

Total revenue
$227,663
Total expenses
$31,025
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$227,652
Other revenue
$11
Total assets, end of year
$1,022,911
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,022,911
Program services expenses (Part IX)
$31,025
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$31,025

Program services were 100.0% 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.

  • 3 · Investment income

    total $26,932 · related or exempt $26,932

  • 7a · Gross sales of assets other than inventory

    securities $723,270

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

    securities $522,550

  • 7c · Gain or loss

    securities $200,720

  • 7d · Net gain or loss

    total $200,720 · related or exempt $200,720

  • 11a · Other revenue: SETTLEMENT

    total $11 · related or exempt $11

  • 11e · Other revenue, total

    $11

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $15,156 · program services $15,156

  • 11c · Fees: accounting

    total $1,500 · program services $1,500

  • 11f · Fees: investment management

    total $14,342 · program services $14,342

  • 24a · Other expenses: FOREIGN TAX

    total $27 · program services $27

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $23,649 · end of year $24,226

  • 11 · Investments: publicly traded securities

    beginning of year $802,624 · end of year $998,685

  • 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 $826,273 · end of year $1,022,911

Mission and programs · 2024

Mission

TO PROVIDE GRANTS THROUGH CASPER COLLEGE FOUNDATION TO STUDENTS ATTENDING CASPER COLLEGE.

Activities or mission (Part I)

TO PROVIDE GRANTS TO STUDENTS ATTENDING CASPER COLLEGE

  • GRANTS ARE PROVIDED TO GRADUATES FROM MIDWEST, NATRONA COUNTY, AND KELLY WALSH HIGH SCHOOLS, WHO WILL BE ATTENDING CASPER COLLEGE.

    Expenses $31,025

As filed on the 2024 return.

Listed in Part VII

  • Morgan Poloncic

    EXECUTIVE DIRECTOR

    Total calculated
    $98,692
    From this org
    $0
    From related orgs
    $73,417
    Other
    $25,275
    Hours/week
    0.2

  • Rhonda Franzen

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2

  • Denise Bressler

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $72,602
    From this org
    $0
    From related orgs
    $54,273
    Other
    $18,329
    Hours/week
    0.2

    Schedule J breakdown matched by us

    Base
    $0 + $54,273 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,329 related
    Filer's total
    $0 + $72,602 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
19 January 2026
IRS schema version
2024v5.5
Source object
202600269349301460

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