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James And Catherine Heitel Foundation

  • Whitefish, MT
  • Tax-exempt since June 2010
  • EIN: 26-1598669

Organization summary

Type of Nonprofit

Designated as a 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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.36k (2025)

Expenses
$5.7k (2025)

Total Assets
$29.4k (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,361
Expenses
$5,695
Net Income
-$1,334
Net Assets
$29,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,353
31.0%
Sales of Assets $0
Other Income $3,008
69.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,402
94.9%
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 $29,423
Total Liabilities $0
Net Assets $29,423
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on Dec. 22, 2025

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

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,418
Expenses
$4,928
Net Income
-$510
Net Assets
$30,757
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,378
31.2%
Sales of Assets $0
Other Income $3,040
68.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,718
95.7%
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 $30,757
Total Liabilities $0
Net Assets $30,757
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,858
Expenses
$2,704
Net Income
$154
Net Assets
$31,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,385
48.5%
Sales of Assets $0
Other Income $1,473
51.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,600
96.2%
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 $31,267
Total Liabilities $0
Net Assets $31,267
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,144
Expenses
$4,999
Net Income
-$1,855
Net Assets
$31,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,332
42.4%
Sales of Assets $1,812
57.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,935
98.7%
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 $31,113
Total Liabilities $0
Net Assets $31,113
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on May 25, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,870
Expenses
$3,575
Net Income
$295
Net Assets
$32,968
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,446
37.4%
Sales of Assets $2,424
62.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,229
90.3%
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 $32,968
Total Liabilities $0
Net Assets $32,968
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on March 30, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,498
Expenses
$3,539
Net Income
-$2,041
Net Assets
$32,672
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.1%
Dividends $1,496
99.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,718
76.8%
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 $32,673
Total Liabilities $1
Net Assets $32,672
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on May 17, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,448
Expenses
$2,974
Net Income
-$1,526
Net Assets
$34,713
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16
1.1%
Dividends $1,432
98.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,400
80.7%
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 $34,714
Total Liabilities $1
Net Assets $34,713
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on April 17, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,367
Expenses
$3,050
Net Income
-$1,683
Net Assets
$36,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.7%
Dividends $1,358
99.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,040
99.7%
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 $36,240
Total Liabilities $0
Net Assets $36,240
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on May 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,301
Expenses
$3,011
Net Income
-$1,710
Net Assets
$37,923
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,301
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,850
94.7%
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 $37,923
Total Liabilities $0
Net Assets $37,923
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on May 17, 2018

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

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,308
Expenses
$2,215
Net Income
-$907
Net Assets
$39,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100
7.6%
Interest Revenue $0
Dividends $1,208
92.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,150
97.1%
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 $39,633
Total Liabilities $0
Net Assets $39,633
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on May 12, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,227
Expenses
$2,460
Net Income
-$1,233
Net Assets
$33,643
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,227
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,450
99.6%
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 $33,643
Total Liabilities $0
Net Assets $33,643

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,104
Expenses
$3,025
Net Income
-$1,921
Net Assets
$34,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,104
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,825
93.4%
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 $34,292
Total Liabilities $0
Net Assets $34,292
Compensation
Key Employees and Officers Compensation Other
James Heitel (President) $0 $0
Catherine Heitel (Vice President) $0 $0

Document Links

990-PF
Filed on Feb. 24, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$922
Expenses
$2,170
Net Income
-$1,248
Net Assets
$36,213
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $922
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,160
99.5%
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 $36,213
Total Liabilities $0
Net Assets $36,213

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$838
Expenses
$2,226
Net Income
-$1,388
Net Assets
$37,461
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $838
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,200
98.8%
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 $37,461
Total Liabilities $0
Net Assets $37,461

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$426
Expenses
$2,250
Net Income
-$1,824
Net Assets
$38,849
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $426
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,250
100%
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 $38,849
Total Liabilities $0
Net Assets $38,849

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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