Civic Intelligence

Montana Bioscience Alliance

990EZ • Fiscal year 2023 • EIN 20-1647600

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

Organization Profilewww.MontanaBio.org
PO Box 1773Billings, MT 59103-1773

(406) 238-6070

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$42,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 37.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-1.5%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$107,538

Up $14,317 (+15%) from 2022

Net Assets

Up

$107,538

Up $14,317 (+15%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Down

$113,567

Down $1,728 (-1.5%) from 2022

Expenses

Down

$99,250

Down $30,851 (-24%) from 2022

Net Income

Up

$14,317

Up $29,123 (+197%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$150K$100K$50K$0Assets 2011: $46,570Liabilities 2011: $02011Assets 2012: $77,570Liabilities 2012: $02012Assets 2013: $37,496Liabilities 2013: $02013Assets 2014: $61,953Liabilities 2014: $02014Assets 2015: $27,794Liabilities 2015: $02015Assets 2021: $108,028Liabilities 2021: $02021Assets 2022: $93,221Net Assets 2022: $93,2212022Assets 2023: $107,538Net Assets 2023: $107,5382023Assets 2024: $121,884Liabilities 2024: $02024

Highlighted filing

2023

Assets$107,538
Liabilities-
Net Assets$107,538
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$200K$100K$0-$100KRevenue 2011: $51,442Expenses 2011: $63,900Net Income 2011: -$12,4582011Revenue 2012: $168,235Expenses 2012: $137,235Net Income 2012: $31,0002012Revenue 2013: $58,476Expenses 2013: $98,550Net Income 2013: -$40,0742013Revenue 2014: $73,687Expenses 2014: $49,230Net Income 2014: $24,4572014Revenue 2015: $40,936Expenses 2015: $75,095Net Income 2015: -$34,1592015Revenue 2021: $107,117Expenses 2021: $79,478Net Income 2021: $27,6392021Revenue 2022: $115,295Expenses 2022: $130,101Net Income 2022: -$14,8062022Revenue 2023: $113,567Expenses 2023: $99,250Net Income 2023: $14,3172023Revenue 2024: $103,013Expenses 2024: $88,667Net Income 2024: $14,3462024

Highlighted filing

2023

Revenue$113,567
Expenses$99,250
Net Income$14,317
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$113,567
Mission and Program Overview

Mission

Education

Program Services

DescriptionGrantsExpenses
Identified and engaged 6 new organizations$0$54,106
Provided 3 regional and 1 national education event to increase the awareness of the Bioscience industry in Montana$0$31,991
Continued the enhancement of communication and collaboration$0$13,153
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon PetersonExecutive DirectorPT$42,000-$42,000
Jennifer HansenAdministrative SupportPT$10,106-$10,106
Mike KaufmannBoard Member-$0--
Tim LaytonBoard Member-$0--
Greg MeiselbachBoard Member-$0--
Kurt ToenjesBoard Member-$0--
Corbin SchwankeBoard Member-$0--
Cynthia TsaiBoard Member-$0--
Melanie SchwartzMarketing Consultation-$0--
Filing and Contact Details

Filer

Filer Name
Montana Bioscience Alliance
EIN
20-1647600
In Care Of
% Sharon Peterson
Address
PO BOX 1773, BILLINGS, MT 59103-1773

Signing Officer

Name
Carol Beam
Title
Treasurer
Signed
2023-11-14
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| BIO Rewards, $14088|”

Part I, line 16

“| Other Expenses:, Amount:| Education Even Sponsorship, $29182|”

Raw XML Appendix189 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mike Kaufmann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tim Layton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greg Meiselbach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kurt Toenjes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Corbin Schwanke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cynthia Tsai
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Melanie Schwartz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Marketing Consultation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Administrative Support
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029182
IRS990EZ/OtherRevenueTotalAmt014088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education
IRS990EZ/PrintingPublicationsPostageAmt02808
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Identified and engaged 6 new organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided 3 regional and 1 national education event to increase the awareness of the Bioscience industry in Montana
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt099250
IRS990EZ/TotalProgramServiceExpensesAmt099250
IRS990EZ/TotalRevenueAmt0113567
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.MontanaBio.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt099479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0104828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0107117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0128240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0468235
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.9971
IRS990ScheduleA/PublicSupportPY170Pct00.992
IRS990ScheduleA/PublicSupportTotal170Amt0466865
IRS990ScheduleA/SubstantialContributorsTotAmt01370
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt099479
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0128240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028571
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0468235
IRS990ScheduleA/TotalSupportAmt0468235
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| BIO Rewards, $14088|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Education Even Sponsorship, $29182|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carol Beam
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTANA BIOSCIENCE ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0201647600
ReturnHeader/Filer/ForeignPhoneNum04068965276
ReturnHeader/Filer/InCareOfNm0% Sharon Peterson
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1773
ReturnHeader/Filer/USAddress/CityNm0BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0591031773
ReturnHeader/ReturnTs02023-11-14T04:54:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,538
Liabilities
-
Net assets
$107,538
Revenue
$113,567
Expenses
$99,250
Net income
$14,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.22$0.00$1.03$0.89$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.14$0.99$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.93$1.15$1.30$0.15
2021Summary only. Only limited summary data is available for this year.$1.08$0.00$1.07$0.79$0.28
2015Summary only. Only limited summary data is available for this year.$0.28$0.00$0.41$0.75$0.34
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.74$0.49$0.24
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.58$0.99$0.40
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$1.68$1.37$0.31
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.51$0.64$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits