Kalispell School District No 5 Education Foundation Inc

Kalispell School District No 5 Education Foundation consistently generates surpluses with no reported officer compensation.

EIN: 204281682 · Kalispell, MT · NTEE: B12 · Updated: 2026-03-28

$131KRevenue
$116KAssets
92/100Mission Score (Excellent)
B12
Kalispell School District No 5 Education Foundation Inc Financial Summary
MetricValue
Total Revenue$131K
Total Expenses$107K
Program Spending90%
Net Assets$90K
Transparency Score92/100

Is Kalispell School District No 5 Education Foundation Inc Legit?

Appears Legitimate

LimitedFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Kalispell School District No 5 Education Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Kalispell School District No 5 Education Foundation Inc

Kalispell School District No 5 Education Foundation Inc (EIN: 204281682) is a nonprofit organization based in Kalispell, MT, classified under NTEE code B12. The organization reported total revenue of $131K and total assets of $116K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Kalispell School District No 5 Education Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

14Years Operating
SmallSize Classification
2Years of Filings
StableRevenue Trajectory

Kalispell School District No 5 Education Foundation Inc is a small nonprofit that has been operating for 14 years, with 2 years of IRS 990 filings on record (2022–2023). Revenue has grown at a compound annual rate of 12.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$110K
Total Expenses$107K
Surplus / Deficit+$3K
Total Assets$90K
Total Liabilities$644
Net Assets$90K
Operating Margin2.5%
Debt-to-Asset Ratio0.7%
Months of Reserves10.1 months

Financial Health Grade: A

In 2023, Kalispell School District No 5 Education Foundation Inc reported a surplus of $3K with revenue exceeding expenses, holds 10.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.7% (very low leverage).

Financial Trends

Over 2 years of filings (2022–2023), Kalispell School District No 5 Education Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 12.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+12.5%+75.1%+3.3%

IRS Tax-Exempt Classification

IRS Classification Codes2100
IRS Ruling Date2012

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

AI Transparency Report

The Kalispell School District No 5 Education Foundation Inc demonstrates a generally healthy financial position, with revenues consistently exceeding expenses in recent periods. In the 202306 period, the organization reported revenues of $110,045 against expenses of $107,311, indicating a slight surplus. This trend of positive net income is also observed in the 202206 period, where revenues of $97,792 significantly outpaced expenses of $61,296. The foundation's assets have shown growth, increasing from $87,456 in 202206 to $90,345 in 202306, suggesting prudent financial management and accumulation of resources. Liabilities remain very low, at $644 in 202306, which is a positive indicator of financial stability and minimal debt burden. The organization's spending efficiency appears strong, particularly given the reported 0% officer compensation in both periods, which suggests that leadership is either volunteer-based or compensated through other means not categorized as officer compensation. This significantly reduces administrative overhead. While a detailed breakdown of program, administrative, and fundraising expenses is not explicitly provided in the summary data, the absence of officer compensation implies a high potential for program-centric spending. The foundation's mission, supporting a school district, inherently points towards direct community benefit. Transparency is good, with two recent 990 filings available, allowing for an assessment of financial trends. The consistent filing and clear financial figures contribute to public trust. The organization's relatively small size, with latest revenue of $130,741 and assets of $115,963, suggests a focused operation, and the financial data supports an image of a well-managed and fiscally responsible entity dedicated to its educational mission.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Kalispell School District No 5 Education Foundation Inc with a Mission Score of 92 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

According to IRS 990 filings, Kalispell School District No 5 Education 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 (2023)

From the most recent IRS 990 filing on record:

$110KTotal Revenue
$107KTotal Expenses
$90KTotal Assets
$644Total Liabilities
$90KNet Assets

Executive Compensation Analysis

Executive compensation is reported at 0% for both periods, indicating that officers are either uncompensated or compensated through non-officer categories, which is highly efficient for an organization of this size.

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.

Strengths

The following positive indicators were identified for Kalispell School District No 5 Education Foundation Inc:

Frequently Asked Questions about Kalispell School District No 5 Education Foundation Inc

Is Kalispell School District No 5 Education Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Kalispell School District No 5 Education Foundation Inc (EIN: 204281682) appears legitimate. Mission Score: 92/100. 0 red flags identified, 4 strengths noted.

How does Kalispell School District No 5 Education Foundation Inc spend its money?

Kalispell School District No 5 Education Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Kalispell School District No 5 Education Foundation Inc tax-deductible?

Kalispell School District No 5 Education Foundation Inc is registered as a tax-exempt nonprofit (EIN: 204281682). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Kalispell School District No 5 Education Foundation Inc's spending goes to programs?

Kalispell School District No 5 Education Foundation Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Kalispell School District No 5 Education Foundation Inc compare to similar nonprofits?

With a transparency score of 92/100 (Excellent), Kalispell School District No 5 Education Foundation Inc is above average for NTEE category B12 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Kalispell School District No 5 Education Foundation Inc located?

Kalispell School District No 5 Education Foundation Inc is headquartered in Kalispell, Montana and files with the IRS under EIN 204281682. It is classified under NTEE code B12.

How many years of IRS 990 filings does Kalispell School District No 5 Education Foundation Inc have?

Kalispell School District No 5 Education Foundation Inc has 2 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $131K in total revenue.

Is Kalispell School District No 5 Education Foundation Inc a good charity?

Based on the available data, the foundation appears to be a good charity. It consistently generates surpluses, has growing assets, very low liabilities, and reports 0% officer compensation, indicating efficient use of funds and strong financial health.

How has the foundation's financial health changed over the past two years?

The foundation's financial health has improved, with revenues increasing from $97,792 in 202206 to $110,045 in 202306, and assets growing from $87,456 to $90,345 over the same period. Liabilities remain very low.

What is the organization's approach to executive compensation?

The organization reports 0% officer compensation in both available filings, suggesting a volunteer-led executive team or compensation structured in a way that minimizes direct officer salary expenses, contributing to high efficiency.

Filing History

IRS 990 filing history for Kalispell School District No 5 Education Foundation Inc showing financial trends over 2 years of public records:

Over 2 years of IRS 990 filings (2022–2023), Kalispell School District No 5 Education Foundation Inc's revenue has grown by 12.5%, moving from $98K to $110K. Total assets increased by 3.3% over the same period, from $87K to $90K. Total functional expenses rose by 75.1%, from $61K to $107K. In its most recent filing year (2023), Kalispell School District No 5 Education Foundation Inc reported a surplus of $3K, with revenue exceeding expenses. The organization holds $644 in liabilities against $90K in assets (debt-to-asset ratio: 0.7%), resulting in net assets of $90K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $110K $107K $90K $644 View 990
2022 $98K $61K $87K $489 View 990

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Kalispell School District No 5 Education Foundation Inc:

2023 Filing 2022 Filing

Data Sources and Methodology

This transparency report for Kalispell School District No 5 Education 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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