Civic Intelligence

Bozeman Public Schools Foundation Inc

990 • Fiscal year 2019 • EIN 20-1645473

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 07, 2020

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

75th percentile

0.23x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.55x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

68th percentile

$53,267

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

15th percentile

-10%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$632,696

Down $73,990 (-10%) from 2018

Net Assets

Up

$484,876

Up $25,201 (+5.5%) from 2018

Liabilities

Down

$147,820

Down $99,191 (-40%) from 2018

Revenue

Down

$270,344

Down $144,911 (-35%) from 2018

Expenses

Down

$258,661

Down $143,782 (-36%) from 2018

Net Income

Down

$11,683

Down $1,129 (-8.8%) from 2018

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

2019

Assets$632,696
Liabilities$147,820
Net Assets$484,876

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

2019

Revenue$270,344
Expenses$258,661
Net Income$11,683
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 7, 2020
Return Version
2018v3.1
Gross Receipts
$310,613
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$403,350$442,907▲ $39,557
Cash and Non-Interest-Bearing Accounts$249,755$158,448▼ $91,307
Savings and Temporary Cash Investments$20,227$20,324▲ $97
Accounts Receivable$33,354$11,017▼ $22,337
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$706,686$632,696▼ $73,990
Other Assets Total-$0-
Liabilities
Grants Payable$103,257$109,219▲ $5,962
Other Liabilities$131,611$29,457▼ $102,154
Accounts Payable and Accrued Expenses$12,143$9,144▼ $2,999
Total Liabilities$247,011$147,820▼ $99,191
Net Assets / Fund Balance
Temporarily Rstr Net Assets$320,763$322,708▲ $1,945
Permanently Rstr Net Assets$89,672$94,172▲ $4,500
Unrestricted Net Assets$49,240$67,996▲ $18,756
Total Net Assets Fund Balance$459,675$484,876▲ $25,201
Total Liabilities and Net Assets / Fund Balance$706,686$632,696▼ $73,990

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$89,672$4,500--$94,172
2017$87,753$1,919--$89,672
2016$86,753$1,000--$87,753
2015$85,152$1,601--$86,753
2014$40,100$45,052--$85,152
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Judy SlateExecutive DirectorFT$53,267$53,267

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$293,774
Program Service Revenue
$0
Investment Income
$16,839
Other Revenue
$-40,269
All Other Contributions
$180,674
Change in Net Assets
$11,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,679
Salaries, Compensation, and Employee Benefits$66,737
Total Fundraising Expense$44,617
Other Expenses$32,245
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$126,422--$126,422
Current Officers, Directors, Trustees, and Key Employees$13,619$9,079$22,697$45,395
Grants to Domestic Orgs$33,257--$33,257
Other Salaries and Wages$4,429$2,952$7,381$14,762
Fees for Services Accounting-$9,260-$9,260
Advertising$1,512-$6,046$7,558
Payroll Taxes$1,974$1,316$3,290$6,580
Fees for Services Management-$2,380-$2,380
All Other Expenses$410$272$680$1,362
Conferences and Meetings$1,285--$1,285
Other Expenses$221$147$369$737
Insurance-$476-$476
Total Functional Expenses$186,764$27,280$44,617$258,661
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
BZN SCHOOL DISTRICT #7Bozeman, MT--$33,257
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$40,269
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Santa Run$35,953-$14,067-
Spelling Bee$30,987-$5,263-
Total Events$113,100-$40,269$-40,269
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$27,451
Payroll Liabilities$2,006
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
Bill Mills
Title
Treasurer
Signed
2020-04-07
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Mt
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
87

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 $89,672 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.

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
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/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
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IRS990/Form990TFiledInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0113100
IRS990/FundraisingDirectExpensesAmt040269
IRS990/GainOrLossGrp/SecuritiesAmt0260
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IRS990/GrantsPayableGrp/BOYAmt0103257
IRS990/GrantsPayableGrp/EOYAmt0109219
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0126422
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0476
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0459675
IRS990/NetAssetsOrFundBalancesEOYAmt0484876
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0260
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-40269
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-40269
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013518
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/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3DUES
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IRS990/OtherExpensesGrp/FundraisingAmt11817
IRS990/OtherExpensesGrp/FundraisingAmt2579
IRS990/OtherExpensesGrp/FundraisingAmt3369
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1727
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2232
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3147
IRS990/OtherExpensesGrp/ProgramServicesAmt02197
IRS990/OtherExpensesGrp/ProgramServicesAmt11091
IRS990/OtherExpensesGrp/ProgramServicesAmt2347
IRS990/OtherExpensesGrp/ProgramServicesAmt3221
IRS990/OtherExpensesGrp/TotalAmt04394
IRS990/OtherExpensesGrp/TotalAmt13635
IRS990/OtherExpensesGrp/TotalAmt21158
IRS990/OtherExpensesGrp/TotalAmt3737
IRS990/OtherLiabilitiesGrp/BOYAmt0131611
IRS990/OtherLiabilitiesGrp/EOYAmt029457
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07381
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02952
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04429
IRS990/OtherSalariesAndWagesGrp/TotalAmt014762
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03290
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01316
IRS990/PayrollTaxesGrp/ProgramServicesAmt01974
IRS990/PayrollTaxesGrp/TotalAmt06580
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt089672
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt094172
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/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/ProgSrvcAccomActy2Grp/ExpenseAmt033257
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt027987
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0449236
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0300707
IRS990/PYInvestmentIncomeAmt014700
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt028914
IRS990/PYOtherRevenueAmt0-48681
IRS990/PYRevenuesLessExpensesAmt012812
IRS990/PYSalariesCompEmpBnftPaidAmt072822
IRS990/PYTotalExpensesAmt0402443
IRS990/PYTotalRevenueAmt0415255
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011683
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt085677
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020324
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false

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