Civic Intelligence

Monforton School Foundation

990EZ • Fiscal year 2017 • EIN 20-2380803

Sep 01, 2016 to Aug 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A
6001 Monforton School RoadBozeman, MT 59718

(406) 548-3611

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

96th percentile

198%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$91,066

Up $21,230 (+30%) from 2016

Net Assets

Up

$91,066

Up $21,230 (+30%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$159,189

Up $105,736 (+198%) from 2016

Expenses

Up

$137,959

Up $105,793 (+329%) from 2016

Net Income

Down

$21,230

Down $57 (-0.3%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2017

Assets$91,066
Liabilities-
Net Assets$91,066
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$159,189
Expenses$137,959
Net Income$21,230
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
May 8, 2018
Return Version
2016v3.0
Gross Receipts
$184,958
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 ECELLENSE IN EDUCATION. CURRENTLY THROUGH ATRS AND MUSIC, ATHLETICS, EXPERIENTIAL LEARNING, CURRICULUM AND INSTRUCTION, FAMILY AND CHILD ASSISTANCE, TECHNOLOGY AND PLAYGROUND DEVELOPMENT.$27,926-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA MICHAELPresident-$0--
DEAN STEPHENSVice President-$0--
AMANDA ARNESONTreasurer-$0--
SHANNON ECKLEYSecretary-$0--
CHERIE ALBRECHTTrustee-$0--
KRISTI GAINESTrustee-$0--
ERYN PERALTATrustee-$0--
KIM WILSONTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$28,832$28,832$13,402$15,430
Golf Event$20,660-$12,367-
Total Events$49,492$28,832$25,769$3,063
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
Lisa Michael
Title
President
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Amatics CPA Group
Address
220 West Lamme Suite 3-A, Bozeman, MT 59715
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: $131864”

Other Expenses.1002

“Office Expenses $403”

Other Expenses.1012

“Insurance $494”

Other Expenses.1

“PRIZES/PROMOTIONS $2301”

Other Expenses.2

“PTO EXPENSE $2187”

Raw XML Appendix185 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/PersonNm4CHERIE ALBRECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTI GAINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERYN PERALTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05385
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/PrintingPublicationsPostageAmt0260
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEVELOP, FOSTER, AND ENCOURAGE ECELLENSE IN EDUCATION. CURRENTLY THROUGH ATRS AND MUSIC, ATHLETICS, EXPERIENTIAL LEARNING, CURRICULUM AND INSTRUCTION, FAMILY AND CHILD ASSISTANCE, TECHNOLOGY AND PLAYGROUND DEVELOPMENT.
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/PublicSupportCY170Pct00.58610
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MONFORTON SCHOOL | Donee's Address: 6001 MONFORTON SCHOOL RD BOZEMAN MT 59715 | Cash Amount Given: $131864
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIZES/PROMOTIONS $2301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTO EXPENSE $2187
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA MICHAEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amatics CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 West Lamme Suite 3-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN SCARR
ReturnHeader/ReturnTs02018-05-08T14:25:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,066
Liabilities
-
Net assets
$91,066
Revenue
$159,189
Expenses
$137,959
Net income
$21,230
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