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Nonprofit · EIN 36-3892303

FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC

Tax-exempt · HAMILTON, MT 59840

Financials

$134K$206K2023$566K$218K2024
Revenue Expenses · by fiscal year end
Financials of FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$565,593$217,679$347,914$4,275,961$137,022$4,138,939
December 31, 2023990$133,739$206,210-$72,471$3,891,812$144,466$3,747,346
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$144,049
Program service revenue
$0
Investment income
$422,656
Net gain from sales of assets
$315,565
Net income from fundraising events
-$1,112
Other revenue
-$1,112

Expenses

Grants and similar amounts paid
$141,506
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$9,011
Program services (functional)
$141,506
Management and general (functional)
$76,173

Balance sheet and other

Total assets, start of year
$3,891,812
Total assets, end of year
$4,275,961
Total liabilities, end of year
$137,022
Net assets, end of year
$4,138,939
Publicly traded securities
$4,237,633
Net assets without donor restrictions
$873
Net assets with donor restrictions
$4,138,066
Gross receipts
$1,453,020
Employees
0
Volunteers
18
Year formed
1993
State of legal domicile
MT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JANE MASON VICE PRESIDENT(THRU 06/24)/PRESIDENT (AS OF 06/24)
Trustee or director, Officer
1$0
JOHN MIKESELLPRESIDENT (THRU 06/24)
Trustee or director, Officer
1$0
MARISA NEYENHUIS DIRECTOR(THRU 06/24)/VICE PRES (AS OF 06/24)
Trustee or director, Officer
1$0
TY BURTTREASURER (AS OF 01/24)
Officer
1$0
JILL HANSENTREASURER (THRU 01/24)
Officer
1$0
CARA SHAMBLESSECRETARY (AS OF 03/24)
Officer
1$0
RONDA HANSENSECRETARY (THRU 03/24)
Officer
1$0
MARIE ANTONIOLIDIRECTOR
Trustee or director
1$0
KERRY HANSONDIRECTOR
Trustee or director
1$0
ALEXIS HOLLANDDIRECTOR
Trustee or director
1$0
TAYLOR KINGDIRECTOR
Trustee or director
1$0
SHARON MATTIXDIRECTOR (THRU 06/24)
Trustee or director
1$0
MONA MCCARTYDIRECTOR (THRU 06/24)
Trustee or director
1$0
AMBER RICHARDSONDIRECTOR
Trustee or director
1$0
JEAN STEELEDIRECTOR
Trustee or director
1$0
3 more people on this return
NameTitleHours / weekCompensation
SCOTT SOUTHWICKDIRECTOR
Trustee or director
1$0
JAMIE TADVICKDIRECTOR (THRU 05/24)
Trustee or director
1$0
BRANDON TINTZMANDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
SHARON MATTIXDIRECTOR
Trustee or director
1$750
MONA MCCARTYDIRECTOR
Trustee or director
1$750
JOHN MIKESELLPRESIDENT
Trustee or director, Officer
1$0
JANE MASONVICE PRESIDENT
Trustee or director, Officer
1$0
KERRY HANSONDIRECTOR
Trustee or director
1$0
TAYLOR KINGDIRECTOR
Trustee or director
1$0
MARISA NEYENHUISDIRECTOR
Trustee or director
1$0
JEAN STEELEDIRECTOR
Trustee or director
1$0
MARIE ANTONIOLIDIRECTOR
Trustee or director
1$0
ALEXIS HOLLANDDIRECTOR
Trustee or director
1$0
JAMIE TADVICKDIRECTOR
Trustee or director
1$0
JILL HANSENTREASURER
Officer
3$0
RONDA HANSENSECRETARY
Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 1514, HAMILTON, MT 59840-1514
Principal officer (990 for 2024)
JANE MASON, PO BOX 1514, HAMILTON, MT 59840
Signed the 990
JANE MASON, PRESIDENT
Phone
(406) 396-7279
Website
FHSFMT.ORG
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

THE FOUNDATION EXISTS TO CREATE AND MAINTAIN A FINANCIAL BASE TO SUPPORT THE NON-FUNDED NEEDS OF THE HAMILTON SCHOOL DISTRICT AND TO FUND SCHOLARSHIPS FOR THEIR GRADUATES ATTENDING POST GRADUATE EDUCATION.

990 for the year ended December 31, 2024

Program accomplishments

  • FORTY-ONE SCHOLARSHIPS WERE PAID OUT TO COLLEGES AND UNIVERSITIES THROUGHOUT THE NATION ON BEHALF OF GRADUATING SENIORS AND HHS ALUMNI FROM DONATIONS AND ENDOWMENT EARNINGS ACCUMULATED SINCE 1993. THE SCHOLARSHIPS ARE PAID BASED ON CRITERIA ESTABLISHED WHEN THE FUNDS WERE COLLECTED.
    Expenses $121,050 · grants $121,050
  • TWENTY-ONE GRANTS WERE PAID OUT TO PROVIDE FUNDS FOR SPECIAL PROJECTS IN THE HAMILTON SCHOOL DISTRICT AND LOCAL COMMUNITY THAT WERE NOT FUNDED WITHIN THE NORMAL SCHOOLS OPERATING BUDGETS.
    Expenses $14,042 · grants $14,042
  • THIRTEEN SCHOLARSHIPS WERE PAID OUT ON BEHALF OF CURRENT TEACHERS IN THE HAMILTON SCHOOL DISTRICT FOR CONTINUING EDUCATION.
    Expenses $6,414 · grants $6,414

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
36-3892303
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B80Z)
Assets (IRS master file)
$4,275,961
Income (IRS master file)
$1,453,020

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$565,593$217,679$4,275,961IRS
990December 2023$133,739$206,210$3,891,812XML
990December 2022$235,228$179,031$3,623,308IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3892303).

Questions about FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC

What is the EIN of FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC?
The employer identification number (EIN) of FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC is 36-3892303.
Is FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC?
The 990 for the year ended December 31, 2024 names JANE MASON.
Who are the officers and directors of FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
How much revenue does FRIENDS OF THE HAMILTON SCHOOLS FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $565,593, expenses of $217,679 and total assets of $4,275,961 at year end.

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