Episcopal Church Memorial Foundation
- Assets
- $632.2k
- Revenue
- $68.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Bozeman, MT
- Founding
- 03/1966
- Data as of
- 12/2021
- EIN
- 81-6012557
Organization Overview
Episcopal Church Memorial Foundation is located in Bozeman, MT. The organization was established in 1966. According to its NTEE Classification (X11) the organization is classified as: Single Organization Support, under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Episcopal Church Memorial 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 12/2021, Episcopal Church Memorial Foundation generated $68.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.4% each year. All expenses for the organization totaled $40.9k during the year ending 12/2021. While expenses have increased by 1.0% per year over the past 7 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
EPISCOPAL CHURCH MEMORIAL FOUNDATION BENEFITS ST. JAMES EPISCOPAL CHURCH IN BOZEMAN, MONTANA AND THE EPISCOPAL DIOCESE OF MONTANA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
DURING 2021 THE MEMORIAL FOUNDATION DID NOT GRANT ANY SCHOLARSHIP AWARDS.
DURING 2021 THE MEMORIAL FOUNDATION PROVIDED ST. JAMES EPISCOPAL CHURCH $33,272 FOR SOME BUILDING IMPROVEMENTS: $11,305 FOR A NEW STREAMING SYSTEM; $21,967 FOR HEATING COOLING UPGRADES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bill Haff President | OfficerTrustee | 0.5 | $0 |
Nancy Blake Vice President | OfficerTrustee | 0.25 | $0 |
Sharon Eversman Secretary | OfficerTrustee | 0.5 | $0 |
Pat Dunn Treasurer | OfficerTrustee | 1 | $0 |
Mary Wisman Board Member | Trustee | 0.25 | $0 |
Jim Mitchell Board Member | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $19,926 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $19,926 |
| Total Program Service Revenue | $0 |
| Investment income | $20,412 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $28,175 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $68,469 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $787 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $6,656 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $37 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $40,888 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,207 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $629,999 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $632,206 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $618,680 |
| Net assets with donor restrictions | $13,526 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $632,206 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Episcopal Church Memorial Foundation has recieved totaling $2,000.
| Awarding Organization | Amount |
|---|---|
Alderson Family Foundation La Quinta, CA PURPOSE: TO RECEIVE, MANAGE, AND DISTRIBUTE MONEY GIVEN TO THE FOUNDATION FOR THE BENEFIT OF SAINT JAMES EPISCOPAL CHURCH FOR PURPOSES OTHER THAN CURRENT CHURCH OPERATIONS. | $2,000 |
Endowment Analysis
| Beg. Balance | $32,763 |
| Earnings | $47 |
| Net Contributions | $17,511 |
| Other Expense | $33,272 |
| Ending Balance | $17,049 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bird Of Pray Foundation Billings, MT | $827,378 | $392,578 |
New Leaf Ministries Inc Emmett, ID | $55,171 | $212,969 |
New Life Center Foundation Fargo, ND | $3,327,695 | $206,411 |
St Matthews Foundation Gillette, WY | $4,226,995 | $239,436 |
Gfrm Nmtc Holdings Great Falls, MT | $8,480,351 | $105,199 |
New Mount Carmel Foundation Inc Meeteetse, WY | $40,558,110 | $8,734,020 |
Lakota Peace Initiative Hot Springs, SD | $146,360 | $0 |
St Pauls United Methodist Church Endowment Foundation Jamestown, ND | $857,550 | $91,511 |
Church Builders Incorporated Boise, ID | $16,980 | $0 |
Man Up Adventures Inc Mc Allister, MT | $59,879 | $0 |
First Baptist Church Foundation Sioux Falls, SD | $2,013,854 | $370,272 |
Audrey T Lee Trust Ua Williston, ND | $1,251,446 | $78,465 |