Civic Intelligence

Monforton School Foundation

990EZ • Fiscal year 2022 • EIN 20-2380803

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 10, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

146%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$158,873

Up $10,735 (+7.2%) from 2021

Net Assets

Up

$158,873

Up $10,735 (+7.2%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$74,742

Up $44,382 (+146%) from 2021

Expenses

Up

$63,992

Up $20,038 (+46%) from 2021

Net Income

Up

$10,750

Up $24,344 (+179%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2022

Assets$158,873
Liabilities-
Net Assets$158,873
Open 2022 Filing

Operations Trend

Revenue Growth88th 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

2022

Revenue$74,742
Expenses$63,992
Net Income$10,750
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 10, 2023
Return Version
2021v4.1
Gross Receipts
$92,691
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.$58,417$58,417
Compensation and Service Providers
Top Officer Pay78th 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$60,770-$1,460-
Art & Culture Fair$7,838$7,838$552$7,286
Total Events$68,608$7,838$2,012$5,826
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
2023-07-10
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: $58417”

Other Expenses.1002

“Office Expenses $310”

Other Expenses.1

“Experential learning $4465”

Raw XML Appendix167 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MONFORTON SCHOOL | Donee's Address: 6001 MONFORTON SCHOOL RD BOZEMAN MT 59715 | Cash Amount Given: $58417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPERENTIAL LEARNING $4465
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0202380803
ReturnHeader/Filer/PhoneNum04065483611
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ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
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ReturnHeader/ReturnTs02023-07-10T11:24:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUZANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIRKLAND
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,873
Liabilities
-
Net assets
$158,873
Revenue
$74,742
Expenses
$63,992
Net income
$10,750
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