Henry Elm Trust

Sidney, MT
Tax-exempt since May 1964
EIN: 23-7418092

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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.

Donations to this organization are tax deductible.

Revenue

$148k (2024)

Expenses

$168k (2024)

Total Assets

$1.16M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$148,082

Expenses

$167,832

Net Income

-$19,750

Net Assets

$1,156,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,776	28.9%
Dividends	$0
Sales of Assets	$0
Other Income	$105,306	71.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,555	71.8%
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	$1,156,908
Total Liabilities	$0
Net Assets	$1,156,908

Compensation

Key Employees and Officers	Compensation	Other
Wade Whiteman (Co Trustee)	$0	$0
Hanna Jepson (Co Trustee)	$0	$0

990-PF

Filed on May 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$149,488

Expenses

$180,722

Net Income

-$31,234

Net Assets

$1,164,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,084	10.8%
Dividends	$0
Sales of Assets	$0
Other Income	$133,404	89.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,041	66.4%
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	$1,164,420
Total Liabilities	$0
Net Assets	$1,164,420

Compensation

Key Employees and Officers	Compensation	Other
Wade Whiteman (Co Trustee)	$0	$0
Jd Mulkey (Co Trustee)	$0	$0

990-PF

Filed on May 8, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$221,302

Expenses

$206,016

Net Income

$15,286

Net Assets

$1,179,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,661	5.7%
Dividends	$0
Sales of Assets	$0
Other Income	$208,641	94.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,740	52.8%
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	$1,179,699
Total Liabilities	$0
Net Assets	$1,179,699

Compensation

Key Employees and Officers	Compensation	Other
Wade Whiteman (Co Trustee)	$0	$0
Jd Mulkey (Co Trustee)	$0	$0

990-PF

Filed on May 10, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$172,498

Expenses

$191,573

Net Income

-$19,075

Net Assets

$1,136,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,030	7.0%
Dividends	$0
Sales of Assets	$0
Other Income	$160,468	93.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,634	61.4%
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	$1,136,871
Total Liabilities	$0
Net Assets	$1,136,871

Compensation

Key Employees and Officers	Compensation	Other
Wade Whiteman (Co Trustee)	$0	$0
Jd Mulkey (Co Trustee)	$0	$0

990-PF

Filed on May 16, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$106,988

Expenses

$188,700

Net Income

-$81,712

Net Assets

$1,135,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,052	10.3%
Dividends	$0
Sales of Assets	$0
Other Income	$95,936	89.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,064	74.2%
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	$1,135,192
Total Liabilities	$1
Net Assets	$1,135,191

Compensation

Key Employees and Officers	Compensation	Other
Wade Whiteman (Co Trustee)	$0	$0
Jd Mulkey (Co Trustee)	$0	$0

990-PF

Filed on May 25, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$156,484

Expenses

$173,856

Net Income

-$17,372

Net Assets

$1,206,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,466	9.9%
Dividends	$0
Sales of Assets	$0
Other Income	$141,018	90.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,132	69.1%
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	$1,206,205
Total Liabilities	$1
Net Assets	$1,206,204

Compensation

Key Employees and Officers	Compensation	Other
Wade Whiteman (Co Trustee)	$0	$0
Garth Kallevig (Co Trustee)	$0	$0

990-PF

Filed on June 9, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$200,252

Expenses

$248,876

Net Income

-$48,624

Net Assets

$1,206,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,600	5.8%
Dividends	$0
Sales of Assets	$0
Other Income	$188,652	94.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,234	64.0%
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	$1,206,589
Total Liabilities	$0
Net Assets	$1,206,589

Compensation

Key Employees and Officers	Compensation	Other
Wade Whiteman (Co Trustee)	$0	$0
Garth Kallevig (Co Trustee)	$0	$0

990-PF

Filed on April 29, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$187,654

Expenses

$160,602

Net Income

$27,052

Net Assets

$1,230,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,265	0.7%
Dividends	$0
Sales of Assets	$0
Other Income	$186,389	99.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,912	48.5%
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	$1,230,903
Total Liabilities	$0
Net Assets	$1,230,903

Compensation

Key Employees and Officers	Compensation	Other
Jon Redlin (Co Trustee)	$0	$0
Garth Kallevig (Co Trustee)	$0	$0

990-PF

Filed on May 7, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$267,566

Expenses

$232,219

Net Income

$35,347

Net Assets

$1,180,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,587	0.6%
Dividends	$0
Sales of Assets	$0
Other Income	$265,979	99.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,439	60.0%
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	$1,180,443
Total Liabilities	$0
Net Assets	$1,180,443

Compensation

Key Employees and Officers	Compensation	Other
Jon Redlin (Co Trustee)	$0	$0
Garth Kallevig (Co Trustee)	$0	$0

990-PF

Filed on May 2, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$587,884

Expenses

$329,628

Net Income

$258,256

Net Assets

$1,106,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,510	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$586,374	99.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,113	36.7%
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	$1,109,360
Total Liabilities	$3,189
Net Assets	$1,106,171

Compensation

Key Employees and Officers	Compensation	Other
Jon Redlin (Co Trustee)	$0	$0
Garth Kallevig (Co Trustee)	$0	$0

990-PF

Filed on May 5, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$177,011

Expenses

$122,495

Net Income

$54,516

Net Assets

$763,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,299	0.7%
Dividends	$0
Sales of Assets	$0
Other Income	$175,712	99.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,346	56.6%
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	$770,179
Total Liabilities	$6,675
Net Assets	$763,504

Compensation

Key Employees and Officers	Compensation	Other
Jon Redlin (Co Trustee)	$0	$0
Garth Kallevig (Co Trustee)	$0	$0

990-PF

Filed on April 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$275,196

Expenses

$168,110

Net Income

$107,086

Net Assets

$692,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,581	0.6%
Dividends	$0
Sales of Assets	$0
Other Income	$273,615	99.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,367	41.3%
Compensation of Officers*	$1,700	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$699,475
Total Liabilities	$6,675
Net Assets	$692,800

Compensation

Key Employees and Officers	Compensation	Other
Jon Redlin (Co Trustee)	$850	$0
Garth Kallevig (Co Trustee)	$850	$0

990-PF

Filed on March 11, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$98,730

Expenses

$94,264

Net Income

$4,466

Net Assets

$547,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	3.0%
Interest Revenue	$2,231	2.3%
Dividends	$0
Sales of Assets	$0
Other Income	$93,499	94.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,502	87.5%
Compensation of Officers*	$1,700	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$553,732
Total Liabilities	$6,675
Net Assets	$547,057

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$105,038

Expenses

$75,764

Net Income

$29,274

Net Assets

$537,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,420	9.0%
Dividends	$0
Sales of Assets	$0
Other Income	$95,618	91.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,275	82.2%
Compensation of Officers*	$1,700	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,687
Total Liabilities	$49,331
Net Assets	$537,356

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated January 26, 2026

Henry Elm Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $148k (2024)

Expenses $168k (2024)

Total Assets $1.16M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$148k (2024)

Expenses

$168k (2024)

Total Assets

$1.16M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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