Jerry Metcalf Foundation

Helena, MT
Tax-exempt since Feb. 1998
EIN: 84-1422789

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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 / Private Grantmaking Foundations (NTEE)

Revenue

$15.3k (2021)

Expenses

$12.5k (2021)

Total Assets

$224k (2021)

Total Liabilities

$0 (2021)

Source: Form 990 tax filings from 2012 to 2021

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 April
2021

Revenue

$15,309

Expenses

$12,494

Net Income

$2,815

Net Assets

$224,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,508	22.9%
Sales of Assets	$11,801	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,506	60.1%
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	$224,197
Total Liabilities	$0
Net Assets	$224,197

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$0	$0
Paul Smith (Vice President)	$0	$0
Kay Satre (Secretary/Treasurer)	$0	$0
Terry Minnow (Director)	$0	$0

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990-PF

Filed on March 15, 2022

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

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Schedules ▼

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Fiscal Year Ending April
2020

Revenue

$15,044

Expenses

$64,646

Net Income

-$49,602

Net Assets

$221,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,849	32.2%
Sales of Assets	$10,195	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,311	91.7%
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	$221,382
Total Liabilities	$0
Net Assets	$221,382

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$0	$0
Paul Smith (Vice President)	$0	$0
Kay Satre (Secretary/Treasurer)	$0	$0
Terry Minnow (Director)	$0	$0
Timothy Meloy (Director)	$0	$0

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990-PF

Filed on March 15, 2022

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

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XML

Fiscal Year Ending April
2019

Revenue

$25,712

Expenses

$60,460

Net Income

-$34,748

Net Assets

$270,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,373	24.8%
Sales of Assets	$19,339	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,841	89.1%
Compensation of Officers*	$5,922	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$271,305
Total Liabilities	$321
Net Assets	$270,984

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$5,922	$0
Paul R Smith (Vice President)	$0	$0
Kay Satre (Secretary Treasurer)	$0	$0
Timothy Meloy (Director)	$0	$0
Terry Minow (Director)	$0	$0

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990-PF

Filed on March 16, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2018

Revenue

$22,255

Expenses

$75,758

Net Income

-$53,503

Net Assets

$305,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,725	30.2%
Sales of Assets	$15,530	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,260	80.9%
Compensation of Officers*	$7,164	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$305,861
Total Liabilities	$129
Net Assets	$305,732

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$7,164	$0
Paul R Smith (Vice President)	$0	$0
Kay Satre (Secretary Treasurer)	$0	$0
Timothy Meloy (Director)	$0	$0
Terry Minow (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending April
2017

Revenue

$9,365

Expenses

$52,948

Net Income

-$43,583

Net Assets

$359,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,544	69.9%
Sales of Assets	$2,821	30.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,570	80.4%
Compensation of Officers*	$7,200	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,666
Total Liabilities	$431
Net Assets	$359,235

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$7,200	$0
Paul R Smith (Vice President)	$0	$0
Kay Satre (Secretary Treasurer)	$0	$0
Timothy Meloy (Director)	$0	$0
Terry Minow (Director)	$0	$0

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990-PF

Filed on Sept. 7, 2017

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

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PDF XML

Fiscal Year Ending April
2016

Revenue

$154,908

Expenses

$73,703

Net Income

$81,205

Net Assets

$402,818

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,608	3.6%
Sales of Assets	$149,300	96.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,774	81.1%
Compensation of Officers*	$7,200	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$403,058
Total Liabilities	$240
Net Assets	$402,818

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$7,200	$0
Paul R Smith (Vice President)	$0	$0
Kay Satre (Secretary Treasurer)	$0	$0
Timothy Meloy (Director)	$0	$0
Terry Minow (Director)	$0	$0

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990-PF

Filed on March 16, 2017

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

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Fiscal Year Ending April
2015

Revenue

$55,406

Expenses

$71,959

Net Income

-$16,553

Net Assets

$321,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,621	10.1%
Sales of Assets	$49,785	89.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,436	89.5%
Compensation of Officers*	$7,200	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$321,779
Total Liabilities	$166
Net Assets	$321,613

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$7,200	$0
Paul R Smith (Vice President)	$0	$0
Kay Satre (Secretary Treasurer)	$0	$0
Timothy Meloy (Director)	$0	$0
Terry Minow (Director)	$0	$0

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990-PF

Filed on March 10, 2016

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

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Fiscal Year Ending April
2014

Revenue

$32,344

Expenses

$76,006

Net Income

-$43,662

Net Assets

$338,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,740	17.7%
Sales of Assets	$26,604	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,690	87.7%
Compensation of Officers*	$7,200	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$338,332
Total Liabilities	$166
Net Assets	$338,166

Compensation

Key Employees and Officers	Compensation	Other
Karma Alfredson (President)	$7,200	$0
Paul R Smith (Vice President)	$0	$0
Kay Satre (Secretary Treasurer)	$0	$0
Timothy Meloy (Director)	$0	$0
Terry Minow (Director)	$0	$0

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990-PF

Filed on March 13, 2015

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

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Fiscal Year Ending April
2013

Revenue

$7,182

Expenses

$61,730

Net Income

-$54,548

Net Assets

$381,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,950	96.8%
Sales of Assets	$232	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,760	85.5%
Compensation of Officers*	$7,200	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$382,339
Total Liabilities	$511
Net Assets	$381,828

990-PF

Filed on Jan. 10, 2014

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

View Filing

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PDF XML

Fiscal Year Ending April
2012

Revenue

$29,217

Expenses

$72,568

Net Income

-$43,351

Net Assets

$436,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500	5.1%
Interest Revenue	$0
Dividends	$7,682	26.3%
Sales of Assets	$20,035	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,215	89.9%
Compensation of Officers*	$6,300	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,818
Total Liabilities	$442
Net Assets	$436,376

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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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 »

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Updated April 20, 2026

Jerry Metcalf Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $15.3k (2021)

Expenses $12.5k (2021)

Total Assets $224k (2021)

Total Liabilities $0 (2021)

Tax Filings by Year

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending April 2009

No Extracted Financial Data

Document Links

990-PF

Revenue

$15.3k (2021)

Expenses

$12.5k (2021)

Total Assets

$224k (2021)

Total Liabilities

$0 (2021)

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

Fiscal Year Ending April
2004

Fiscal Year Ending April
2003

Fiscal Year Ending April
2002