Civic Intelligence

Bozeman Public Schools Foundation Inc

990 • Fiscal year 2017 • EIN 20-1645473

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

71st percentile

0.19x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.23x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

63rd percentile

9.1%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$44,582

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$564,037

Up $92,181 (+20%) from 2016

Net Assets

Up

$456,327

Up $71,888 (+19%) from 2016

Liabilities

Up

$107,710

Up $20,293 (+23%) from 2016

Revenue

Up

$464,965

Up $209,105 (+82%) from 2016

Expenses

Up

$422,681

Up $96,953 (+30%) from 2016

Net Income

Up

$42,284

Up $112,152 (+161%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$564,037
Liabilities$107,710
Net Assets$456,327

Operations Trend

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

2017

Revenue$464,965
Expenses$422,681
Net Income$42,284
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$510,103
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
Investments in Publicly Traded Securities$359,949$390,843▲ $30,894
Cash and Non-Interest-Bearing Accounts$91,770$148,877▲ $57,107
Savings and Temporary Cash Investments$20,137$20,164▲ $27
Accounts Receivable-$4,153-
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$471,856$564,037▲ $92,181
Other Assets Total-$0-
Liabilities
Grants Payable$79,500$95,750▲ $16,250
Accounts Payable and Accrued Expenses$7,917$11,960▲ $4,043
Total Liabilities$87,417$107,710▲ $20,293
Net Assets / Fund Balance
Temporarily Rstr Net Assets$252,940$270,060▲ $17,120
Permanently Rstr Net Assets$94,094$95,338▲ $1,244
Unrestricted Net Assets$37,405$90,929▲ $53,524
Total Net Assets Fund Balance$384,439$456,327▲ $71,888
Total Liabilities and Net Assets / Fund Balance$471,856$564,037▲ $92,181

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$94,094$1,000▲ $244-$95,338
2015$92,593$1,000▲ $501-$94,094
2014$42,802$42,350▲ $7,441-$92,593
2013$22,002$20,800--$42,802
2012$22,002---$22,002
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Anne HossnerFormer Exec. DirectorFT$44,582$44,582
MARY J O'DONNELLFormer Exec. DirectorFT$4,652$4,652

Board Members and Trustees

NameTitle
Kevin BlackChair
Melissa MoranVice Chair
Ann BernardDirector
Bill MillsDirector
Carl NeelyDirector
Denise HaymanDirector
Dianne CorneerDirector
James MitchellDirector
Mandie LeipheimerDirector
Melissa Casper MdDirector
Steve LanglasDirector
TONI O'BERRYDirector
Tom HolmbergDirector
Wendy BlakeDirector
Judy SlateExecutive Director
Renae PineSecretary
Trisha ZowadaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$498,110
Program Service Revenue
$0
Investment Income
$10,911
Other Revenue
$-44,056
All Other Contributions
$377,682
Change in Net Assets
$42,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$329,541
Salaries, Compensation, and Employee Benefits$66,096
Other Expenses$27,044
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$230,090--$230,090
Grants to Domestic Individuals$99,451--$99,451
Current Officers, Directors, Trustees, and Key Employees-$40,000-$40,000
Other Salaries and Wages-$20,775-$20,775
Fees for Services Accounting-$8,129-$8,129
Payroll Taxes-$5,321-$5,321
Advertising-$4,853-$4,853
Fees for Services Management-$2,542-$2,542
All Other Expenses-$1,455-$1,455
Conferences and Meetings-$988-$988
Other Expenses-$635-$635
Insurance-$395-$395
Total Functional Expenses$329,541$93,140$0$422,681
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
BZN SCHOOL DISTRICT #7Bozeman, MT--$230,090
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$44,056
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spelling Bee$35,446-$8,375-
Santa Run$29,573-$14,932-
Total Events$112,444-$42,046$-42,046
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
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Mt
Voting Board Members
16
Independent Board Members
14
Employees
5
Volunteers
146

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 607 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/BOYAmt07917
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011960
IRS990/AccountsReceivableGrp/EOYAmt04153
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04853
IRS990/AdvertisingGrp/TotalAmt04853
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0377682
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01455
IRS990/AllOtherExpensesGrp/TotalAmt01455
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JUDY SLATE
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/BOYAmt091770
IRS990/CashNonInterestBearingGrp/EOYAmt0148877
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt040000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0988
IRS990/ConferencesMeetingsGrp/TotalAmt0988
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0120428
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0498110
IRS990/CYGrantsAndSimilarPaidAmt0329541
IRS990/CYInvestmentIncomeAmt010911
IRS990/CYOtherExpensesAmt027044
IRS990/CYOtherRevenueAmt0-44056
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt042284
IRS990/CYSalariesCompEmpBnftPaidAmt066096
IRS990/CYTotalExpensesAmt0422681
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0464965
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/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0230090
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08129
IRS990/FeesForServicesAccountingGrp/TotalAmt08129
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02542
IRS990/FeesForServicesManagementGrp/TotalAmt02542
IRS990/FeesForServicesOtherGrp/TotalAmt00
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/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
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/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd1X
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/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/PersonNm0MELISSA CASPER MD
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm3TONI O'BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM HOLMBERG
IRS990/Form990PartVIISectionAGrp/PersonNm5CARL NEELY
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANNE CORNEER
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE LANGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm8WENDY BLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm9DENISE HAYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MANDIE LEIPHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm11BILL MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm13MELISSA MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm14RENAE PINE
IRS990/Form990PartVIISectionAGrp/PersonNm15TRISHA ZOWADA
IRS990/Form990PartVIISectionAGrp/PersonNm16JUDY SLATE
IRS990/Form990PartVIISectionAGrp/PersonNm17ANNE HOSSNER
IRS990/Form990PartVIISectionAGrp/PersonNm18MARY J 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/ReportableCompFromOrgAmt1744582
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt184652
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/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER EXEC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18FORMER EXEC. DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0120428
IRS990/FundraisingDirectExpensesAmt044056
IRS990/GainOrLossGrp/SecuritiesAmt0-1082
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsPayableGrp/BOYAmt079500
IRS990/GrantsPayableGrp/EOYAmt095750
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt099451
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt099451
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0230090
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0230090
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0510103
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0395
IRS990/InsuranceGrp/TotalAmt0395
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt011993
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011993
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0359949
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0390843
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01082
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/NetAssetsOrFundBalancesBOYAmt0384439
IRS990/NetAssetsOrFundBalancesEOYAmt0456327
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1082
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1082
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-44056
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-44056
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt029604
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/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04063
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21446
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3635
IRS990/OtherExpensesGrp/TotalAmt04063
IRS990/OtherExpensesGrp/TotalAmt12538
IRS990/OtherExpensesGrp/TotalAmt21446
IRS990/OtherExpensesGrp/TotalAmt3635
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020775
IRS990/OtherSalariesAndWagesGrp/TotalAmt020775
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05321
IRS990/PayrollTaxesGrp/TotalAmt05321
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt094094
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt095338
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS AWARDED TO 50 WORTHY RECIPIENTS BASED UPON CRITERIA SET FORTH FROM THE DONOR.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt099451
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt083190
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0203050
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0226313
IRS990/PYInvestmentIncomeAmt015202
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt034000
IRS990/PYOtherRevenueAmt037608
IRS990/PYRevenuesLessExpensesAmt0-69868
IRS990/PYSalariesCompEmpBnftPaidAmt065415
IRS990/PYTotalExpensesAmt0325728
IRS990/PYTotalRevenueAmt0255860
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042284
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt041165
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020137
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020164
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0377684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0203651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0443566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01322862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0737493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03085256
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09911

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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