Herb Waltermire Community Enhancement Foundation Inc

Great Falls, MT
Tax-exempt since Dec. 2004
EIN: 20-1772525

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$78.6k (2025)

Expenses

$82.2k (2025)

Total Assets

$872k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$78,588

Expenses

$82,216

Net Income

-$3,628

Net Assets

$872,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,967	41.9%
Sales of Assets	$45,621	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,225	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$872,379
Total Liabilities	$0
Net Assets	$872,379

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (Treasurer)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0
Becky Fink (Director)	$0	$0

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990-PF

Filed on Oct. 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$55,791

Expenses

$59,575

Net Income

-$3,784

Net Assets

$880,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$461	0.8%
Interest Revenue	$0
Dividends	$30,278	54.3%
Sales of Assets	$25,052	44.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,200	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$880,419
Total Liabilities	$0
Net Assets	$880,419

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (Treasurer)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0
Becky Fink (Director)	$0	$0

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990-PF

Filed on Sept. 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2023

Revenue

-$1,779

Expenses

$41,739

Net Income

-$43,518

Net Assets

$906,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,586
Sales of Assets	-$27,644
Other Income	$279

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,110	76.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$906,627
Total Liabilities	$0
Net Assets	$906,627

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (Treasurer)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0
Becky Fink (Director)	$0	$0

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990-PF

Filed on Oct. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$40,124

Expenses

$93,355

Net Income

-$53,231

Net Assets

$954,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,003	32.4%
Sales of Assets	$25,617	63.8%
Other Income	$1,504	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,521	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$954,192
Total Liabilities	$0
Net Assets	$954,192

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (Treasurer)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0
Becky Fink (Director)	$0	$0

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990-PF

Filed on Nov. 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$36,496

Expenses

$60,960

Net Income

-$24,464

Net Assets

$1,007,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,550	70.0%
Sales of Assets	$10,946	30.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,324	77.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,007,271
Total Liabilities	$1
Net Assets	$1,007,270

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (Treasurer)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0
Becky Fink (Director)	$0	$0

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990-PF

Filed on Oct. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$133,402

Expenses

$36,546

Net Income

$96,856

Net Assets

$1,031,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,644	23.0%
Sales of Assets	$102,758	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,169	71.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,031,606
Total Liabilities	$1
Net Assets	$1,031,605

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (Treasurer)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0
Becky Fink (Director)	$0	$0

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990-PF

Filed on Sept. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$58,673

Expenses

$65,076

Net Income

-$6,403

Net Assets

$934,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,997	44.3%
Sales of Assets	$32,676	55.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,092	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,750
Total Liabilities	$0
Net Assets	$934,750

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (President)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary/Treasurer)	$0	$0
Dan Donovan (Director)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0

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990-PF

Filed on Sept. 20, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$73,265

Expenses

$80,809

Net Income

-$7,544

Net Assets

$941,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$557	0.8%
Dividends	$28,075	38.3%
Sales of Assets	$44,633	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,489	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$941,046
Total Liabilities	$0
Net Assets	$941,046

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (President)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary/Treasurer)	$0	$0
Dan Donovan (Director)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0

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990-PF

Filed on Oct. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$97,006

Expenses

$69,155

Net Income

$27,851

Net Assets

$948,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,009	1.0%
Dividends	$23,243	24.0%
Sales of Assets	$72,754	75.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,620	84.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$948,634
Total Liabilities	$0
Net Assets	$948,634

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (President)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary/Treasurer)	$0	$0
Dan Donovan (Director)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0

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990-PF

Filed on Sept. 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$37,831

Expenses

$60,511

Net Income

-$22,680

Net Assets

$920,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,182	3.1%
Dividends	$23,894	63.2%
Sales of Assets	$12,755	33.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,937	77.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$920,930
Total Liabilities	$147
Net Assets	$920,783

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (President)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary/Treasurer)	$0	$0
Dan Donovan (Director)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0

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990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$86,456

Expenses

$74,764

Net Income

$11,692

Net Assets

$943,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25	0.0%
Interest Revenue	$2,173	2.5%
Dividends	$24,438	28.3%
Sales of Assets	$59,820	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,623	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$943,610
Total Liabilities	$0
Net Assets	$943,610

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (President)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary/Treasurer)	$0	$0
Dan Donovan (Director)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0

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990-PF

Filed on Sept. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$73,264

Expenses

$98,327

Net Income

-$25,063

Net Assets

$931,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,456	4.7%
Dividends	$22,336	30.5%
Sales of Assets	$47,472	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,654	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$931,918
Total Liabilities	$0
Net Assets	$931,918

Compensation

Key Employees and Officers	Compensation	Other
Daniel Peterson (President)	$0	$0
Herb Waltermire (Director)	$0	$0
William Quast (Secretary/Treasurer)	$0	$0
Dan Donovan (Director)	$0	$0
Robert Mcintyre (Director)	$0	$0
Lee Scott (Vice President)	$0	$0

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990-PF

Filed on Nov. 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$70,835

Expenses

$97,442

Net Income

-$26,607

Net Assets

$956,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,025	7.1%
Dividends	$25,057	35.4%
Sales of Assets	$40,753	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,095	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$956,981
Total Liabilities	$1
Net Assets	$956,980

990-PF

Filed on Sept. 27, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$64,023

Expenses

$80,044

Net Income

-$16,021

Net Assets

$983,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,771	10.6%
Dividends	$25,639	40.0%
Sales of Assets	$31,613	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,651	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$983,588
Total Liabilities	$1
Net Assets	$983,587

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Herb Waltermire Community Enhancement Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $78.6k (2025)

Expenses $82.2k (2025)

Total Assets $872k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$78.6k (2025)

Expenses

$82.2k (2025)

Total Assets

$872k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005