Sweetgrass Lodge Bequest Fund Inc

Analysis

Sweetgrass Lodge Bequest Fund Inc is a registered charity in United States, based in Chester, MT. It received its IRS tax-exemption ruling in May 2023, 3 years ago. Its declared purposes cover community improvement and capacity building, which this site groups under community and economic development. The IRS classifies it as a supporting organisation (type ii) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2024, Sweetgrass Lodge Bequest Fund Inc reported income of $93k and spending of $66k, leaving 29% of income unspent that year. Across the 5 years on record, from September 2020 to September 2024, income fell from $308k to $93k (-70%), an average of -26% a year. The sharpest change came in the year to September 2024, when income rose by 92%. Over the whole period it spent 19% of the income it received.

Among 19,475 United States charities whose main cause is community and economic development and that reported income, Sweetgrass Lodge Bequest Fund Inc sits at the 34th percentile: it is larger than about 34% of them. Against every charity in United States with reported income it ranks in the 35th percentile, and in the 32nd percentile within MT. Charities of a similar size with the same main cause include Civic Literacy and Service Project ($93k), Career Partners Inc ($93k) and Illumination Festival Inc ($93k).

At year end it held assets of $1.6m against liabilities of $0, net assets of $1.6m.