Civic Intelligence

Bozeman Public Schools Foundation Inc

990 • Fiscal year 2021 • EIN 20-1645473

Jul 01, 2020 to Jun 30, 2021 • Filed on May 06, 2022

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

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.48x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

43rd percentile

8.5%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$55,000

Higher top officer pay than 70% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

65th percentile

20%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-4.2%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$737,520

Up $122,846 (+20%) from 2020

Net Assets

Up

$602,325

Up $126,481 (+27%) from 2020

Liabilities

Down

$135,195

Down $3,635 (-2.6%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin43rd percentile

Revenue

Down

$279,451

Down $12,276 (-4.2%) from 2020

Expenses

Down

$255,779

Down $42,107 (-14%) from 2020

Net Income

Up

$23,672

Up $29,831 (+484%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$737,520
Liabilities$135,195
Net Assets$602,325
Open 2021 Filing

Operations Trend

Revenue Growth29th 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

2021

Revenue$279,451
Expenses$255,779
Net Income$23,672
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 6, 2022
Return Version
2020v4.0
Gross Receipts
$328,897
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$427,604$539,101▲ $111,497
Cash and Non-Interest-Bearing Accounts$142,569$170,557▲ $27,988
Savings and Temporary Cash Investments$20,360$20,362▲ $2
Accounts Receivable$24,141$7,500▼ $16,641
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$614,674$737,520▲ $122,846
Other Assets Total-$0-
Liabilities
Grants Payable$101,889$95,440▼ $6,449
Other Liabilities$18,297$29,810▲ $11,513
Accounts Payable and Accrued Expenses$18,644$9,945▼ $8,699
Total Liabilities$138,830$135,195▼ $3,635
Net Assets / Fund Balance
Net Assets With Donor Restrictions$390,723$455,194▲ $64,471
Net Assets Without Donor Restrictions$85,121$147,131▲ $62,010
Total Net Assets Fund Balance$475,844$602,325▲ $126,481
Total Liabilities and Net Assets / Fund Balance$614,674$737,520▲ $122,846

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$95,172$1,000--$96,172
2019$94,172$1,000--$95,172
2018$89,672$4,500--$94,172
2017$87,753$1,919--$89,672
2016$86,753$1,000--$87,753
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Judy SlateExecutive DirectorFT$55,000$55,000

Board Members and Trustees

NameTitle
Candace PrattChairman
Melissa MoranVice CHAIRMAN
Angie JohnsonDirector
Ann BernardDirector
Dianne CorneerDirector
Gavin TaskerDirector
Greg NeilDirector
Jim MitchellDirector
Leah KreitingerDirector
Mandie LeipheimerDirector
Paige WyattDirector
Roland MacnicholDirector
Steve LanglasDirector
Sara CallowSecretary
Bill MillsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$315,029
Program Service Revenue
$0
Investment Income
$13,868
Other Revenue
$-49,446
All Other Contributions
$181,783
Change in Net Assets
$23,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,120
Salaries, Compensation, and Employee Benefits$74,706
Total Fundraising Expense$41,970
Other Expenses$21,953
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$104,250--$104,250
Current Officers, Directors, Trustees, and Key Employees$16,500$11,000$27,500$55,000
Grants to Domestic Orgs$54,870--$54,870
Other Salaries and Wages$4,137$2,758$6,895$13,790
Fees for Services Accounting-$9,750-$9,750
Payroll Taxes$1,775$1,183$2,958$5,916
Fees for Services Management-$2,775-$2,775
Other Expenses$155$103$258$516
Advertising$103-$412$515
Insurance-$501-$501
All Other Expenses$5$1$4$10
Total Functional Expenses$184,161$29,648$41,970$255,779
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
BZN SCHOOL DISTRICT #7Bozeman, MT--$54,870
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$49,446
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Santa Run$40,559-$22,109-
Other Special Events$32,285-$16,236-
Total Events$90,546-$49,446$-49,446
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$28,314
Payroll Liabilities$1,496
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 35% controlled entity
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
2022-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Mt
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
20

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.the bozeman school district no. 7 holds endowment assets on behalf of bozeman public schools foundation. Accumulated earnings on these assets are available to the bozeman public schools foundation to fund worthy student scholarship grants.”

Raw XML AppendixShowing 400 of 604 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice CHAIRMAN
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IRS990/FormationYr02004
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IRS990/LocalChaptersInd0false
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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.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt085121
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/FundraisingAmt1933
IRS990/OtherExpensesGrp/FundraisingAmt2803
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2321
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IRS990/OtherExpensesGrp/ProgramServicesAmt01324
IRS990/OtherExpensesGrp/ProgramServicesAmt1560
IRS990/OtherExpensesGrp/ProgramServicesAmt2482
IRS990/OtherExpensesGrp/ProgramServicesAmt3155
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IRS990/OtherExpensesGrp/TotalAmt11866
IRS990/OtherExpensesGrp/TotalAmt21606
IRS990/OtherExpensesGrp/TotalAmt3516
IRS990/OtherLiabilitiesGrp/BOYAmt018297
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02758
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04137
IRS990/OtherSalariesAndWagesGrp/TotalAmt013790
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02958
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01183
IRS990/PayrollTaxesGrp/ProgramServicesAmt01775
IRS990/PayrollTaxesGrp/TotalAmt05916
IRS990/PensionPlanContributionsGrp/TotalAmt00
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt054870
IRS990/ProgSrvcAccomActy2Grp/GrantAmt054870
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0312171
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0196882
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IRS990/PYSalariesCompEmpBnftPaidAmt072624
IRS990/PYTotalExpensesAmt0297887
IRS990/PYTotalRevenueAmt0291727
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020360
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0As set forth in its Articles of Incorporation, Bozeman Public Schools Foundation is organized and operated to benefit the mission of Bozeman School District #7 and High School District #7.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 1c: Explain How Organization Supports Government Entity
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$737,520
Liabilities
$135,195
Net assets
$602,325
Revenue
$279,451
Expenses
$255,779
Net income
$23,672
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