Nonprofit · EIN 83-2020387
ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC
Tax-exempt · KALISPELL, MT 59903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $110,644 | $163,026 | -$52,382 | $476,291 | $150,000 | $326,291 |
| June 30, 2024 | 990-EZ | $78,057 | $12,967 | $65,090 | $375,205 | $0 | $375,205 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $66,476
- Program service revenue
- $0
- Investment income
- $34,400
- Net gain from sales of assets
- $25,719
- Net income from fundraising events
- $9,768
- Other revenue
- $9,768
Expenses
- Grants and similar amounts paid
- $159,768
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $159,768
- Management and general (functional)
- $3,258
Balance sheet and other
- Total assets, start of year
- $375,205
- Total assets, end of year
- $476,291
- Total liabilities, end of year
- $150,000
- Net assets, end of year
- $326,291
- Publicly traded securities
- $404,315
- Gross receipts
- $227,899
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2018
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANNIE LUCKEY | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| RANDALL S OGLE | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| DAVID J SCHULTZ | TREASURER Trustee or director, Officer | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID J SCHULTZ | PRESIDENT | 0.5 | $0 |
| JEANNIE LUCKEY | DIRECTOR | 0.5 | $0 |
| RANDALL S OGLE | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1042, KALISPELL, MT 59903-1042
- In care of
- % DAVID SCHULTZ
- Principal officer (990 for 2024)
- DAVID J SCHULTZ, 135 HUTTON RANCH RD SUITE 103, KALISPELL, MT 59901
- Signed the 990
- DAVID J SCHULTZ, TREASURER
- Phone
- (406) 250-8010
- Return prepared by
- JORDAHL & SLITER PLLC
Mission
THE PURPOSE THE FOUNDATION SHALL BE TO PROVIDE FUNDS FOR THE ROTARY CLUB OF KALISPELL DAYBREAK TO CARRY OUT ITS CHARITABLE GIVING AND CHARITABLE PROJECTS. TO THAT END THE FOUNDATION SHALL ACCUMULATE, INVEST, AND GROW FUNDS WITH THE INCOME FROM THOSE FUNDS BEING REGULARLY DISBURSED TO THE CLUB.
Program accomplishments
- GENERATE FUNDS TO CONTRIBUTE TO WORTHY COMMUNITY SERVICE PROJECTS AND NONPROFIT ORGANIZATIONS IN NORTHWEST MONTANA.Expenses $159,768 · grants $159,768
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 83-2020387
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $476,291
- Income (IRS master file)
- $227,899
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $110,644 | $163,026 | $476,291 | IRS |
| 990-EZ | June 2024 | $78,057 | $12,967 | $375,205 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 83-2020387).
Questions about ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC
- What is the EIN of ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC is 83-2020387.
- Is ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF KALISPELL DAYBREAK 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 ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DAVID J SCHULTZ.
- Who are the officers and directors of ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF KALISPELL DAYBREAK FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $110,644, expenses of $163,026 and total assets of $476,291 at year end.
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