Civic Intelligence

Monforton School Foundation

EIN 20-2380803 • 501(c)3 • Bozeman, MT

Profile

Monforton School Foundation (a 501(c)3 nonprofitorganization) believes in the importance ofexcellence in education. As a result of unpredictablefunding and ever-changing needs in publiceducation, the Monforton School Foundationserves as the funding mechanism to develop,foster, and encourage excellence in education atMonforton School.

6001 Monforton School RoadBozeman, MT 59718

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

2.0%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$199,137

Up $18,978 (+11%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$199,137

Up $18,978 (+11%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$102,006

Up $1,980 (+2.0%) from 2023

Expenses

Up

$83,028

Up $4,288 (+5.4%) from 2023

Net Income

Down

$18,978

Down $2,308 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $22,534Liabilities 2011: $02011Assets 2012: $17,553Liabilities 2012: $02012Assets 2013: $36,619Liabilities 2013: $02013Assets 2016: $69,836Net Assets 2016: $69,8362016Assets 2017: $91,066Net Assets 2017: $91,0662017Assets 2018: $110,548Net Assets 2018: $110,5482018Assets 2019: $141,653Net Assets 2019: $141,6532019Assets 2020: $161,732Net Assets 2020: $161,7322020Assets 2021: $148,138Net Assets 2021: $148,1382021Assets 2022: $158,873Net Assets 2022: $158,8732022Assets 2023: $180,159Net Assets 2023: $180,1592023Assets 2024: $199,137Net Assets 2024: $199,1372024

Highlighted filing

2024

Assets$199,137
Liabilities-
Net Assets$199,137
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $33,199Expenses 2011: $38,494Net Income 2011: -$5,2952011Revenue 2012: $97,647Expenses 2012: $102,628Net Income 2012: -$4,9812012Revenue 2013: $84,779Expenses 2013: $65,713Net Income 2013: $19,0662013Revenue 2016: $53,453Expenses 2016: $32,166Net Income 2016: $21,2872016Revenue 2017: $159,189Expenses 2017: $137,959Net Income 2017: $21,2302017Revenue 2018: $80,474Expenses 2018: $67,104Net Income 2018: $13,3702018Revenue 2019: $141,005Expenses 2019: $110,096Net Income 2019: $30,9092019Revenue 2020: $110,204Expenses 2020: $90,251Net Income 2020: $19,9532020Revenue 2021: $30,360Expenses 2021: $43,954Net Income 2021: -$13,5942021Revenue 2022: $74,742Expenses 2022: $63,992Net Income 2022: $10,7502022Revenue 2023: $100,026Expenses 2023: $78,740Net Income 2023: $21,2862023Revenue 2024: $102,006Expenses 2024: $83,028Net Income 2024: $18,9782024

Highlighted filing

2024

Revenue$102,006
Expenses$83,028
Net Income$18,978
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,137
Liabilities
-
Net assets
$199,137
Revenue
$102,006
Expenses
$83,028
Net income
$18,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$1.99$1.02$0.83$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.80$1.80$1.00$0.79$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.59$1.59$0.75$0.64$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.48$1.48$0.30$0.44$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.62$1.62$1.10$0.90$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.42$1.42$1.41$1.10$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.80$0.67$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.91$1.59$1.38$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.53$0.32$0.21
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.85$0.66$0.19
2012Summary only. Only limited summary data is available for this year.$0.18$0.00$0.98$1.03$0.05
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.33$0.38$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 27, 2025
Return Version
2023v6.0
Gross Receipts
$103,182
Mission and Program Overview

Mission

Monforton School Foundation (a 501(c)3 nonprofitorganization) believes in the importance ofexcellence in education. As a result of unpredictablefunding and ever-changing needs in publiceducation, the Monforton School Foundationserves as the funding mechanism to develop,foster, and encourage excellence in education atMonforton School.

Program Services

DescriptionGrantsExpenses
DEVELOP, FOSTER, AND ENCOURAGE EXCELLENCE IN EDUCATION. CURRENTLY THROUGH ATRS AND MUSIC, ATHLETICS, EXPERIENTIAL LEARNING, CURRICULUM AND INSTRUCTION, FAMILY AND CHILD ASSISTANCE, TECHNOLOGY AND PLAYGROUND DEVELOPMENT.$79,225$79,225
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERT BARTLEPresident-$0--
ANWEI LIVice President-$0--
TARA RIGGSecretary-$0--
SUZANNE KIRKLANDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$73,198-$1,176-
Art & Culture Fair$7,285$7,285-$7,285
Total Events$80,483$7,285$1,176$6,109
Filing and Contact Details

Filer

Filer Name
Monforton School Foundation
EIN
20-2380803
Phone
4065483611
Address
6001 MONFORTON SCHOOL ROAD, BOZEMAN, MT 59718

Signing Officer

Name
Suzanne Kirkland
Title
Treasurer
Signed
2025-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Amatics CPA Group
Address
45 Discovery Drive, Bozeman, MT 59718
Preparer
Morgan Scarr
Phone
4064041925
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: MONFORTON SCHOOL | Donee's Address: 6001 MONFORTON SCHOOL RD BOZEMAN MT 59715 | Cash Amount Given: $79225”

Other Expenses.1002

“Office Expenses $1008”

Other Expenses.1012

“Insurance $206”

Other Expenses.1

“MISC EXPENSE $1210”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $2212 Prepaid Expenses and Deferred Charges - Ending $243”

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUZANNE KIRKLAND
IRS990EZ/BooksInCareOfDetail/PhoneNum04065483611
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06001 Monforton School Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0177947
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198894
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt095486
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018978
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01075
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0180159
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0199137
IRS990EZ/FundraisingGrossIncomeAmt07285
IRS990EZ/GrantsAndSimilarAmountsPaidAmt079225
IRS990EZ/GrossReceiptsAmt0103182
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0411
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0199137
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0199137
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BERT BARTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANWEI LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA RIGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUZANNE KIRKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02212
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0243
IRS990EZ/OtherExpensesTotalAmt02424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Monforton School Foundation (a 501(c)3 nonprofitorganization) believes in the importance ofexcellence in education. As a result of unpredictablefunding and ever-changing needs in publiceducation, the Monforton School Foundationserves as the funding mechanism to develop,foster, and encourage excellence in education atMonforton School.
IRS990EZ/PrintingPublicationsPostageAmt0304
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEVELOP, FOSTER, AND ENCOURAGE EXCELLENCE IN EDUCATION. CURRENTLY THROUGH ATRS AND MUSIC, ATHLETICS, EXPERIENTIAL LEARNING, CURRICULUM AND INSTRUCTION, FAMILY AND CHILD ASSISTANCE, TECHNOLOGY AND PLAYGROUND DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt079225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt079225
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01176
IRS990EZ/SpecialEventsNetIncomeLossAmt06109
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt083028
IRS990EZ/TotalProgramServiceExpensesAmt079225
IRS990EZ/TotalRevenueAmt0102006
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt095486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0410368
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0693
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84810
IRS990ScheduleA/PublicSupportPY170Pct00.78260
IRS990ScheduleA/PublicSupportTotal170Amt0366511
IRS990ScheduleA/SubstantialContributorsTotAmt043857
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101439
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0410368
IRS990ScheduleA/TotalSupportAmt0432135
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt06109
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt08968
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt05826
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0171
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt021074
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt073198
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt073198
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01176
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ART & CULTURE FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt080483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07285
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06109
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01176
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MONFORTON SCHOOL | Donee's Address: 6001 MONFORTON SCHOOL RD BOZEMAN MT 59715 | Cash Amount Given: $79225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC EXPENSE $1210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Expenses and Deferred Charges - Beginning $2212 Prepaid Expenses and Deferred Charges - Ending $243
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1011
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE KIRKLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONFORTON SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONF
ReturnHeader/Filer/EIN0202380803
ReturnHeader/Filer/PhoneNum04065483611
ReturnHeader/Filer/USAddress/AddressLine1Txt06001 MONFORTON SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463057681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amatics CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Discovery Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN SCARR
ReturnHeader/ReturnTs02025-01-27T12:37:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.