Jefferson Valley Community Foundation is located in Whitehall, MT. The organization was established in 2014. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jefferson Valley Community Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Jefferson Valley Community Foundation generated $59.9k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.1% each year. All expenses for the organization totaled $69.3k during the year ending 06/2021. While expenses have increased by 11.3% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS TO SUPPORT THEIR MISSION
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Tim Mulligan Treasurer | 0 | $0 | |
Amy French Chairman | 0 | $0 | |
Shannon Smith Secretary | 0 | $0 | |
Jeannie Ferris Financial Secretary | 0 | $0 | |
John Kreis Board Member | 0 | $0 | |
Mary Hensleigh Board Member | 0 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $32,869 |
Total Program Service Revenue | $0 |
Membership dues | $0 |
Investment income | $11,138 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $15,905 |
Other Revenue | $0 |
Total Revenue | $59,912 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $0 |
Professional fees and other payments to independent contractors | $950 |
Occupancy, rent, utilities, and maintenance | $833 |
Printing, publications, postage, and shipping | $149 |
Other expenses | $56,167 |
Total expenses | $69,299 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $26,535 |
Other assets | $0 |
Total assets | $26,535 |
Total liabilities | $2,750 |
Net assets or fund balances | $23,785 |
Over the last fiscal year, we have identified 3 grants that Jefferson Valley Community Foundation has recieved totaling $18,826.
Awarding Organization | Amount |
---|---|
Montana Community Foundation Inc Helena, MT PURPOSE: 2021 ANNUAL DISTRIBUTION | $12,326 |
Dennis R Washington Foundation Inc Missoula, MT PURPOSE: GENERAL OPERATING SUPPORT | $5,000 |
Wisner Family Foundation Wilmington, DE PURPOSE: GOLD JUNCTION PRESENTS FUND | $1,500 |
Organization Name | Assets | Revenue |
---|---|---|
Yellowstone Club Community Foundaction Bozeman, MT | $7,118,258 | $8,242,753 |
Montana Community Foundation Inc Helena, MT | $124,041,175 | $24,837,343 |
North Dakota Community Foundation Bismarck, ND | $128,952,115 | $14,760,573 |
Black Hills Area Community Foundation Rapid City, SD | $46,752,001 | $12,495,187 |
Oahe Foundation Pierre, SD | $25,933,233 | $2,879,958 |
Central Montana Foundation Lewistown, MT | $44,762,262 | $14,999,910 |
One Valley Community Foundation Bozeman, MT | $54,568,108 | $2,058,571 |
Park County Community Foundation Livingston, MT | $5,421,667 | $2,665,834 |
Gallatin Ice Foundation Inc Bozeman, MT | $7,026,634 | $2,916,946 |
Red Lodge Area Community Foundation Red Lodge, MT | $2,256,347 | $2,068,074 |
Great Falls Public Schools Foundation Great Falls, MT | $8,716,558 | $1,876,831 |
Foundation For Community Care Of Richland County Inc Sidney, MT | $8,820,416 | $1,736,877 |