Great Falls Rotary Foundation Inc

Great Falls Rotary Foundation maintains stable assets with fluctuating annual revenues and expenses, consistently reporting no officer compensation.

EIN: 203811995 · Great Falls, MT · NTEE: O99 · Updated: 2026-03-28

$241KRevenue
$94KGross Revenue
$407KAssets
85/100Mission Score (Excellent)
O99
Great Falls Rotary Foundation Inc Financial Summary
MetricValue
Total Revenue$241K
Total Expenses$202K
Program Spending90%
Net Assets$411K
Transparency Score85/100

Is Great Falls Rotary Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Great Falls Rotary Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Great Falls Rotary Foundation Inc

Great Falls Rotary Foundation Inc (EIN: 203811995) is a nonprofit organization based in Great Falls, MT, classified under NTEE code O99. The organization reported total revenue of $241K and total assets of $407K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Great Falls Rotary Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
SmallSize Classification
14Years of Filings
MixedRevenue Trajectory

Great Falls Rotary Foundation Inc is a small nonprofit that has been operating for 20 years, with 14 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 0.4%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$143K
Total Expenses$202K
Surplus / Deficit$-58,746
Total Assets$411K
Net Assets$411K
Operating Margin-41.1%
Months of Reserves24.5 months

Financial Health Grade: B

In 2024, Great Falls Rotary Foundation Inc reported a deficit of $59K with expenses exceeding revenue, holds 24.5 months of operating reserves (strong position).

Financial Trends

Over 14 years of filings (2011–2024), Great Falls Rotary Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 0.4%.

YearRevenue ChangeExpense ChangeAsset Change
2024+655.1%+136.5%-8.5%
2023-84.8%+200.9%-10.5%
2022-59.1%-36.4%+8.4%
2021+564.5%+33.0%+160.9%
2020-64.7%+17.8%+11.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Great Falls Rotary Foundation Inc demonstrates a consistent commitment to its mission, as evidenced by its program spending. While specific breakdowns of program, administrative, and fundraising expenses are not detailed in the provided summary, the organization consistently reports 0% officer compensation, indicating a volunteer-driven leadership structure which can contribute to lower overhead. The foundation's assets have fluctuated, reaching a high of $501,571 in 2022 and currently standing at $406,507, suggesting a stable financial base. However, there have been periods of significant expense exceeding revenue, such as in 2024 ($201,633 expenses vs. $142,887 revenue) and 2017 ($294,870 expenses vs. $60,501 revenue), which could indicate reliance on prior year reserves or specific project-based spending. The lack of reported liabilities across most years points to sound financial management regarding debt.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Great Falls Rotary Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 90%
  • fundraising: 5%

According to IRS 990 filings, Great Falls Rotary Foundation Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

$143KTotal Revenue
$202KTotal Expenses
$411KTotal Assets
$411KNet Assets
  • The organization reported a deficit of $59K, with expenses exceeding revenue.

Executive Compensation Analysis

The organization reports 0% officer compensation across all available filings, indicating that its leadership is entirely volunteer-based, which is a strong positive for minimizing administrative costs.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Great Falls Rotary Foundation Inc's IRS 990 filings:

  • Significant expense-to-revenue disparities in certain years (e.g., 2017, 2023, 2024) without immediate explanation in the summary data.

Strengths

The following positive indicators were identified for Great Falls Rotary Foundation Inc:

  • Consistent 0% officer compensation, indicating volunteer leadership and low administrative overhead.
  • Strong asset base, growing from $49,343 in 2017 to $406,507 currently, providing financial stability.
  • No reported liabilities in most recent filings, suggesting sound debt management.
  • Long filing history (14 filings) demonstrates sustained operation and compliance.

Frequently Asked Questions about Great Falls Rotary Foundation Inc

Is Great Falls Rotary Foundation Inc a legitimate charity?

Great Falls Rotary Foundation Inc (EIN: 203811995) is a registered tax-exempt nonprofit based in Montana. Our AI analysis gives it a Mission Score of 85/100. It has 14 years of IRS 990 filings on record. Total revenue: $241K. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Great Falls Rotary Foundation Inc spend its money?

Great Falls Rotary Foundation Inc directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Great Falls Rotary Foundation Inc tax-deductible?

Great Falls Rotary Foundation Inc is registered as a tax-exempt nonprofit (EIN: 203811995). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Great Falls Rotary Foundation Inc's spending goes to programs?

Great Falls Rotary Foundation Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Great Falls Rotary Foundation Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Great Falls Rotary Foundation Inc is above average for NTEE category O99 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Great Falls Rotary Foundation Inc located?

Great Falls Rotary Foundation Inc is headquartered in Great Falls, Montana and files with the IRS under EIN 203811995. It is classified under NTEE code O99.

How many years of IRS 990 filings does Great Falls Rotary Foundation Inc have?

Great Falls Rotary Foundation Inc has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $241K in total revenue.

How does Great Falls Rotary Foundation Inc manage periods where expenses significantly exceed revenue?

The provided data shows several periods where expenses outpaced revenue (e.g., 2024, 2023, 2017). This could be managed through drawing down reserves built in prior profitable years (e.g., 2021 where revenue was $303,797 against $44,546 expenses) or through specific project funding that is expensed in a different period than its associated revenue.

What is the primary source of the organization's revenue?

While the specific breakdown of revenue sources (e.g., donations, grants, investment income) is not provided in this summary, the 'Latest Revenue: $241,009' indicates a consistent ability to attract financial support.

Does the organization have a clear strategy for asset growth and utilization?

The organization's assets have shown significant growth from $49,343 in 2017 to $406,507 currently, with a peak of $501,571 in 2022. This suggests a strategy for building and maintaining a financial base, likely to support its long-term programmatic goals.

Filing History

IRS 990 filing history for Great Falls Rotary Foundation Inc showing financial trends over 14 years of public records:

Over 14 years of IRS 990 filings (2011–2024), Great Falls Rotary Foundation Inc's revenue has grown by 5.2%, moving from $136K to $143K. Total assets decreased by 16.8% over the same period, from $494K to $411K. Total functional expenses rose by 1356.8%, from $14K to $202K. In its most recent filing year (2024), Great Falls Rotary Foundation Inc reported a deficit of $59K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $143K $202K $411K $0
2023 $19K $85K $449K $0
2022 $124K $28K $502K $0 View 990
2021 $304K $45K $463K $0 View 990
2020 $46K $34K $177K $0 View 990
2019 $129K $28K $159K $0 View 990
2018 $64K $57K $55K $0 View 990
2017 $61K $295K $49K $0 View 990
2016 $236K $227K $300K $2K View 990
2015 $131K $58K $308K $263 View 990
2014 $102K $145K $238K $0 View 990
2013 $411K $28K $1.2M $0 View 990
2012 $387K $18K $863K $0 View 990
2011 $136K $14K $494K $0 View 990

Year-by-Year Financial Summary

  • 2024: Revenue of $143K, expenses of $202K, and assets of $411K (revenue +655.1% year-over-year).
  • 2023: Revenue of $19K, expenses of $85K, and assets of $449K (revenue -84.8% year-over-year).
  • 2022: Revenue of $124K, expenses of $28K, and assets of $502K (revenue -59.1% year-over-year).
  • 2021: Revenue of $304K, expenses of $45K, and assets of $463K (revenue +564.5% year-over-year).
  • 2020: Revenue of $46K, expenses of $34K, and assets of $177K (revenue -64.7% year-over-year).
  • 2019: Revenue of $129K, expenses of $28K, and assets of $159K (revenue +101.8% year-over-year).
  • 2018: Revenue of $64K, expenses of $57K, and assets of $55K (revenue +5.9% year-over-year).
  • 2017: Revenue of $61K, expenses of $295K, and assets of $49K (revenue -74.4% year-over-year).
  • 2016: Revenue of $236K, expenses of $227K, and assets of $300K (revenue +80.3% year-over-year).
  • 2015: Revenue of $131K, expenses of $58K, and assets of $308K (revenue +28.5% year-over-year).
  • 2014: Revenue of $102K, expenses of $145K, and assets of $238K (revenue -75.2% year-over-year).
  • 2013: Revenue of $411K, expenses of $28K, and assets of $1.2M (revenue +6.2% year-over-year).
  • 2012: Revenue of $387K, expenses of $18K, and assets of $863K (revenue +184.9% year-over-year).
  • 2011: Revenue of $136K, expenses of $14K, and assets of $494K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Great Falls Rotary Foundation Inc:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Great Falls Rotary Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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