Lower Flathead Valley Community Foundation Inc

Analysis

Lower Flathead Valley Community Foundation Inc is a registered charity in United States, based in Ronan, MT. It received its IRS tax-exemption ruling in June 1998, 28 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Lower Flathead Valley Community Foundation Inc reported income of $127k and spending of $185k, spending 146% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $119k to $127k (+6.5%), an average of +1.6% a year. The sharpest change came in the year to December 2021, when income rose by 159%. Over the whole period it spent 89% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Lower Flathead Valley Community Foundation Inc sits at the 48th percentile: it is larger than about 48% of them. Against every charity in United States with reported income it ranks in the 43rd percentile, and in the 41st percentile within MT. Charities of a similar size with the same main cause include Friends of North East Christian University India Inc ($127k), Sertoma Inc ($127k) and 2nd Mile Adventures Inc ($127k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 2.7% of the total. At year end it held assets of $2.9m against liabilities of $3,000, net assets of $2.9m.