Polson Scholarship Education Foundation

Public charity · Grantmaker Polson, MT EIN: 46-4291123

Increase opportunities for students to continue their education beyond high schoolpromote a scholarship progrom for sudents who are graduates of an accreditied high school within school district #23 Lake county Montana.provide support for school district #23 faculty, staff, adn schools to promote sponsor and carry out educational objectives with school district #23 on a fair and nondiscriminatory basis.

Key facts about Polson Scholarship Education Foundation

In short: Polson Scholarship Education Foundation reported $1K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.

EIN
46-4291123
Latest 990 filing
Form 990, 2025
Grants paid (2025)
$1,000 — reported as a total on the IRS filing, without an itemized list
Total assets
$536,875

Data from IRS Form 990, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$537K

+5.5% YoY

Grants Paid (reported total)

$1K

-50.0% YoY

Revenue

$86K

+26.5% YoY

Net Investment Income

$49K

+46.4% YoY

About Polson Scholarship Education Foundation

Based on IRS filings

Polson Scholarship Education Foundation is a public charity focused on Education, based in Polson, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $537K in total assets. In 2025, it reported $1K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $49K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Polson

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K0 grants2020 1 grant2021 Total only2022 Total only2023 Total only2024 Total only2025

From 2021 to 2025, annual grant giving ranged from $1K (2025) to $6K (2021). In 2025 it reported $1K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$536,875$508,710$503,646
Revenue$85,512$67,590$31,532
Expenses$57,344$62,343$54,442
Net Investment Income$49,096$33,539$13,154

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS May 24, 2022)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS May 28, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS May 13, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Polson Scholarship Education Foundation is led by Mandy Patterson, President on the 2025 filing; none of the 10 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Mandy Patterson

    President

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Becky Dupuis

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Denise Peterson

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Judie Woodhouse

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Alice Erb

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Justin Peel

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Chris Strom

    Secretary

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Pat Devries

    Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Leslie Dalbey

    Vice President

    On filings since 2022

    1 hr/week

    No compensation reported

  • Adam Heggelund

    Financial Advisor

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (11)
  • Former: Marc Vergeront (2020–2024) — Financial Advisor
  • Former: Paddy Trusler (2020–2024) — President
  • Former: Ryan Gage (2020–2024) — Director
  • Former: Tracie McDonald (2020–2024) — Director
  • Former: Andy Fors (2024) — Director
  • Former: Chris McElwee (2024) — Director
  • Former: Mandy Smith (2024) — Director
  • Former: Julie Sampson (2020–2021) — Director
  • Former: Bill Gregg (2020) — Director
  • Former: Emily Johnson (2020) — Director
  • Former: Joann Bowers (2020) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Polson Scholarship Education Foundation

How much does Polson Scholarship Education Foundation give each year?

Polson Scholarship Education Foundation reported $1K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it reported $2K in grants paid.

How large is Polson Scholarship Education Foundation?

Polson Scholarship Education Foundation reported $537K in total assets on its 2025 IRS Form 990. Its revenue that year was $86K.

What is Polson Scholarship Education Foundation?

Polson Scholarship Education Foundation is a public charity focused on Education, based in Polson, MT. It holds $537K in total assets as of 2025.

Where does Polson Scholarship Education Foundation operate?

Polson Scholarship Education Foundation has awarded grants in Montana.

What is Polson Scholarship Education Foundation's EIN?

Polson Scholarship Education Foundation's EIN (Employer Identification Number) is 46-4291123. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990 filings.

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