Civic Intelligence

Monforton School Foundation

990EZ • Fiscal year 2018 • EIN 20-2380803

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 11, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$110,548

Up $19,482 (+21%) from 2017

Net Assets

Up

$110,548

Up $19,482 (+21%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$80,474

Down $78,715 (-49%) from 2017

Expenses

Down

$67,104

Down $70,855 (-51%) from 2017

Net Income

Down

$13,370

Down $7,860 (-37%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$110,548
Liabilities-
Net Assets$110,548

Operations Trend

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

2018

Revenue$80,474
Expenses$67,104
Net Income$13,370
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 11, 2019
Return Version
2017v2.2
Gross Receipts
$95,086
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 EXCELLENSE IN EDUCATION. CURRENTLY THROUGH ATRS AND MUSIC, ATHLETICS, EXPERIENTIAL LEARNING, CURRICULUM AND INSTRUCTION, FAMILY AND CHILD ASSISTANCE, TECHNOLOGY AND PLAYGROUND DEVELOPMENT.$65,363$62,601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA MICHAELPresident-$0--
BREANN HEBELTreasurer-$0--
BERT BARTLETrustee-$0--
KRISTI GAINESTrustee-$0--
ERYN PERALTATrustee-$0--
KIM WILSONTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$31,239-$439-
Art & Culture Fair$15,749$15,249$4,317$10,932
Total Events$67,634$24,784$14,612$10,172
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
Breann Hebel
Title
Treasurer
Signed
2019-01-11
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: $62601

Other Expenses.1002

Office Expenses $643

Other Expenses.1012

Insurance $493

Other Expenses.1

PTO EXPENSE $1333

Other Expenses.2

OTHER $1297

Other Expenses.4

8th grade trip expense $132

Raw XML Appendix178 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/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/PrintingPublicationsPostageAmt0605
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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: $62601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTO EXPENSE $1333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER $1297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt58TH GRADE TRIP EXPENSE $132
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BREANN HEBEL
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-11
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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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN SCARR
ReturnHeader/ReturnTs02019-01-11T08:17:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

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Filings