Civic Intelligence

Bozeman Public Schools Foundation Inc

990 • Fiscal year 2015 • EIN 20-1645473

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 15, 2015

Organization ProfileWWW.BOZEMANSCHOOLSFOUNDATION.ORG
PO Box 1803Bozeman, MT 59771

(406) 522-6071

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.15x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

70th percentile

0.16x

Higher debt load relative to revenue than 70% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

1st percentile

-301%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

61st percentile

$40,095

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

1st percentile

-73%

Faster asset growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$546,946

Down $1,470,897 (-73%) from 2014

Net Assets

Down

$465,725

Down $1,504,114 (-76%) from 2014

Liabilities

Up

$81,221

Up $33,217 (+69%) from 2014

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin1st percentile

Revenue

Down

$498,715

Down $873,856 (-64%) from 2014

Expenses

Up

$1,999,877

Up $1,613,988 (+418%) from 2014

Net Income

Down

-$1,501,162

Down $2,487,844 (-252%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $158,421Liabilities 2011: $28,000Net Assets 2011: $130,4212011Assets 2012: $513,313Liabilities 2012: $92,979Net Assets 2012: $420,3342012Assets 2013: $1,063,702Liabilities 2013: $91,168Net Assets 2013: $972,5342013Assets 2014: $2,017,843Liabilities 2014: $48,004Net Assets 2014: $1,969,8392014Assets 2015: $546,946Liabilities 2015: $81,221Net Assets 2015: $465,7252015Assets 2016: $471,856Liabilities 2016: $87,417Net Assets 2016: $384,4392016Assets 2017: $564,037Liabilities 2017: $107,710Net Assets 2017: $456,3272017Assets 2018: $706,686Liabilities 2018: $247,011Net Assets 2018: $459,6752018Assets 2019: $632,696Liabilities 2019: $147,820Net Assets 2019: $484,8762019Assets 2020: $614,674Liabilities 2020: $138,830Net Assets 2020: $475,8442020Assets 2021: $737,520Liabilities 2021: $135,195Net Assets 2021: $602,3252021Assets 2022: $783,507Liabilities 2022: $169,569Net Assets 2022: $613,9382022Assets 2023: $974,902Liabilities 2023: $207,962Net Assets 2023: $766,9402023Assets 2024: $1,045,364Liabilities 2024: $207,877Net Assets 2024: $837,4872024

Highlighted filing

2015

Assets$546,946
Liabilities$81,221
Net Assets$465,725
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $184,889Expenses 2011: $167,273Net Income 2011: $17,6162011Expenses 2012: $224,9732012Expenses 2013: $226,5812013Revenue 2014: $1,372,571Expenses 2014: $385,889Net Income 2014: $986,6822014Revenue 2015: $498,715Expenses 2015: $1,999,877Net Income 2015: -$1,501,1622015Revenue 2016: $255,860Expenses 2016: $325,728Net Income 2016: -$69,8682016Revenue 2017: $464,965Expenses 2017: $422,681Net Income 2017: $42,2842017Revenue 2018: $415,255Expenses 2018: $402,443Net Income 2018: $12,8122018Revenue 2019: $270,344Expenses 2019: $258,661Net Income 2019: $11,6832019Revenue 2020: $291,727Expenses 2020: $297,886Net Income 2020: -$6,1592020Revenue 2021: $279,451Expenses 2021: $255,779Net Income 2021: $23,6722021Revenue 2022: $422,242Expenses 2022: $314,715Net Income 2022: $107,5272022Revenue 2023: $480,865Expenses 2023: $361,026Net Income 2023: $119,8392023Revenue 2024: $532,946Expenses 2024: $512,913Net Income 2024: $20,0332024

Highlighted filing

2015

Revenue$498,715
Expenses$1,999,877
Net Income-$1,501,162
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 15, 2015
Return Version
2014v6.0
Gross Receipts
$514,762
Mission and Program Overview

Mission

To enrich education in the bozeman school district by enhancing educational opportunities and experiences through community support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,185$301,473▲ $68,288
Investments in Publicly Traded Securities$1,423,827$222,946▼ $1,200,881
Savings and Temporary Cash Investments$354,531$20,127▼ $334,404
Accounts Receivable$6,300$2,400▼ $3,900
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,017,843$546,946▼ $1,470,897
Other Assets Total-$0-
Liabilities
Grants Payable$33,600$71,600▲ $38,000
Accounts Payable and Accrued Expenses$14,403$9,621▼ $4,782
Other Liabilities$1--
Total Liabilities$48,004$81,221▲ $33,217
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,894,160$303,365▼ $1,590,795
Permanently Rstr Net Assets$45,052$92,593▲ $47,541
Unrestricted Net Assets$30,627$69,767▲ $39,140
Total Net Assets Fund Balance$1,969,839$465,725▼ $1,504,114
Total Liabilities and Net Assets / Fund Balance$2,017,843$546,946▼ $1,470,897

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$42,802$42,350▲ $7,441-$92,593
2013$22,002$20,800--$42,802
2012$22,002---$22,002
2011$20,084$400▲ $1,681-$22,002
2010$18,093-▲ $2,149-$20,084
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseTotal
MARYJO O'DONNELLExecutive DirectorPT$40,095$40,095

Board Members and Trustees

NameTitle
Kevin BlackChair
Wendy BlakeVice Chair
Elizabeth WilliamsonBoard Liason
Rob WatsonBoard Liason
Steve JohnsonBoard Liason
Wendy TageBoard Liason
Benjamin BennettDirector
Bill MillsDirector
Denise HaymanDirector
Dianne CorneerDirector
James MitchellDirector
Jim ThompsonDirector
Mandie LeipheimerDirector
Melissa Casper MdDirector
Melissa MoranDirector
Steve LanglasDirector
Renae PineSecretary
Trisha ZowadaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$443,566
Program Service Revenue
$0
Investment Income
$9,644
Other Revenue
$45,505
All Other Contributions
$443,566
Change in Net Assets
$-1,501,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,875,820
Other Expenses$69,573
Salaries, Compensation, and Employee Benefits$54,484
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,813,660--$1,813,660
Grants to Domestic Individuals$62,160--$62,160
Fees for Services Other-$42,207-$42,207
Current Officers, Directors, Trustees, and Key Employees-$40,095-$40,095
Other Salaries and Wages-$9,184-$9,184
Fees for Services Accounting-$4,675-$4,675
Payroll Taxes-$4,526-$4,526
All Other Expenses-$3,767-$3,767
Advertising-$1,769-$1,769
Fees for Services Management-$1,594-$1,594
Other Expenses-$1,521-$1,521
Conferences and Meetings-$1,152-$1,152
Other Employee Benefits-$679-$679
Total Functional Expenses$1,875,820$124,057$0$1,999,877
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
BZN SCHOOL DISTRICT #7Bozeman, MT--$1,813,660
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,347
Fundraising Direct Expenses$15,842
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spelling Bee$24,398$24,398$6,791$17,607
Excellence in Education$18,010$18,010-$18,010
Total Events$53,116$53,116$15,267$37,849
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The bozeman public schools foundation's form 990 will be reviewed by the foundation treasurer and then presented to the entire board of directors to be reviewed and approved at a monthly board meeting before submittal.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board of directors approve the executive directors salary during board meetings.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Financial statements, policies, by-laws and all governing documents are available in the bsf office by request to the bsf executive director at any time.”

Filing and Contact Details

Filer

Filer Name
Bozeman Public Schools Foundation Inc
EIN
20-1645473
Phone
4065226071
Address
PO BOX 1803, BOZEMAN, MT 59771

Signing Officer

Name
Trisha Zowada
Title
Treasurer
Signed
2015-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Mt
Voting Board Members
18
Independent Board Members
14
Employees
3
Volunteers
30

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Drive Suite 7, Bozeman, MT 59718
Preparer
Scott Holton CPA
Phone
4065853393
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The montana community foundation holds $86,237 of funds in endowment on behalf of the bozeman schools foundation. Bsf will receive earnings, less administrative expenses, from the montana community foundation in perpetuity but has no legal right to the corpus, only investment earnings.”

Raw XML AppendixShowing 400 of 595 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014403
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09621
IRS990/AccountsReceivableGrp/BOYAmt06300
IRS990/AccountsReceivableGrp/EOYAmt02400
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01769
IRS990/AdvertisingGrp/TotalAmt01769
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0443566
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03767
IRS990/AllOtherExpensesGrp/TotalAmt03767
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARY JO O'DONNELL
IRS990/BooksInCareOfDetail/PhoneNum04065226071
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1803
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059771
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0233185
IRS990/CashNonInterestBearingGrp/EOYAmt0301473
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040095
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040095
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01152
IRS990/ConferencesMeetingsGrp/TotalAmt01152
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0443566
IRS990/CYGrantsAndSimilarPaidAmt01875820
IRS990/CYInvestmentIncomeAmt09644
IRS990/CYOtherExpensesAmt069573
IRS990/CYOtherRevenueAmt045505
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1501162
IRS990/CYSalariesCompEmpBnftPaidAmt054484
IRS990/CYTotalExpensesAmt01999877
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0498715
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0GRANTS PROVIDED TO LOCAL TEACHERS FOR SUPPLIES AND MATERIALS TO ENHANCE AND PROVIDE ADDITIONAL OPPORTUNITIES TO STUDENTS. GRANTS TO THE LOCAL SCHOOL DISTRICT TO RENOVATE AND IMPROVE THE WILLSON AUDITORIUM.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01813660
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04675
IRS990/FeesForServicesAccountingGrp/TotalAmt04675
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01594
IRS990/FeesForServicesManagementGrp/TotalAmt01594
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt042207
IRS990/FeesForServicesOtherGrp/TotalAmt042207
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1820.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0ROB WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm1MELISSA CASPER MD
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm3WENDY BLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5WENDY TAGE
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm7DENISE HAYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8DIANNE CORNEER
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE LANGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm10MANDIE LEIPHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm11BILL MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm13MELISSA MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm14RENAE PINE
IRS990/Form990PartVIISectionAGrp/PersonNm15ELIZABETH WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm16TRISHA ZOWADA
IRS990/Form990PartVIISectionAGrp/PersonNm17BENJAMIN BENNETT
IRS990/Form990PartVIISectionAGrp/PersonNm18MARYJO O'DONNELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1840095
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt015842
IRS990/FundraisingGrossIncomeAmt061347
IRS990/GainOrLossGrp/SecuritiesAmt0-205
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsPayableGrp/BOYAmt033600
IRS990/GrantsPayableGrp/EOYAmt071600
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt062160
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt062160
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01813660
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01813660
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0514762
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt09849
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09849
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01423827
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0222946
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0205
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01969839
IRS990/NetAssetsOrFundBalancesEOYAmt0465725
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-205
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-205
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt045505
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt045505
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2952
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0679
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0679
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05340
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14660
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22888
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31521
IRS990/OtherExpensesGrp/TotalAmt05340
IRS990/OtherExpensesGrp/TotalAmt14660
IRS990/OtherExpensesGrp/TotalAmt22888
IRS990/OtherExpensesGrp/TotalAmt31521
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09184
IRS990/OtherSalariesAndWagesGrp/TotalAmt09184
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04526
IRS990/PayrollTaxesGrp/TotalAmt04526
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt045052
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt092593
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS AWARDED TO WORTHY RECIPIENTS BASED UPON CRITERIA SET FORTH FROM THE DONOR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt062160
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0153596
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01322862
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt097261
IRS990/PYInvestmentIncomeAmt07088
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0226017
IRS990/PYOtherRevenueAmt042621
IRS990/PYRevenuesLessExpensesAmt0986682
IRS990/PYSalariesCompEmpBnftPaidAmt062611
IRS990/PYTotalExpensesAmt0385889
IRS990/PYTotalRevenueAmt01372571
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1501162
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt061176
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0354531
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020127
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0443566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01322862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0737493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0462614
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0160729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03127264

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$546,946
Liabilities
$81,221
Net assets
$465,725
Revenue
$498,715
Expenses
$1,999,877
Net income
-$1,501,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.21$0.84$0.53$0.51$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.21$0.77$0.48$0.36$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.17$0.61$0.42$0.31$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.74$0.14$0.60$0.28$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.14$0.48$0.29$0.30$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.15$0.48$0.27$0.26$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.25$0.46$0.42$0.40$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.11$0.46$0.46$0.42$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.09$0.38$0.26$0.33$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.08$0.47$0.50$2.00$1.50
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.05$1.97$1.37$0.39$0.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.09$0.97$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.09$0.42$0.22
2011Summary only. Only limited summary data is available for this year.$0.16$0.03$0.13$0.18$0.17$0.02