Civic Intelligence

Zac Felkey Memorial Scholarship Fund

EIN 20-5698116 • 501(c)3 • Bozeman, MT

Profile

To provide college and vocational scholarships

221 South 9th AvenueBozeman, MT 59715

www.zacfelkeymemorial.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.54x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

77th percentile

23%

Higher net margin than 77% 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

61st percentile

4.1%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

87th percentile

66%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$101,003

Up $2,137 (+2.2%) from 2022

Liabilities

Flat

$16,000

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue96th percentileNet Margin77th percentile

Revenue

Down

$6,259

Down $1,501 (-19%) from 2022

Expenses

Down

$6,350

Down $7,009 (-52%) from 2022

Net Income

Up

-$91

Up $5,508 (+98%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2010: $41,925Net Assets 2010: $41,9252010Assets 2011: $46,052Net Assets 2011: $46,0522011Assets 2012: $52,865Net Assets 2012: $52,8652012Assets 2013: $65,294Liabilities 2013: $2,2752013Assets 2014: $78,358Liabilities 2014: $4,0002014Assets 2015: $73,929Liabilities 2015: $8,000Net Assets 2015: $65,9292015Assets 2016: $78,524Liabilities 2016: $13,000Net Assets 2016: $65,5242016Assets 2017: $83,368Liabilities 2017: $16,000Net Assets 2017: $67,3682017Assets 2018: $77,496Liabilities 2018: $16,000Net Assets 2018: $61,4962018Assets 2019: $89,079Liabilities 2019: $16,000Net Assets 2019: $73,0792019Assets 2020: $96,459Liabilities 2020: $16,000Net Assets 2020: $80,4592020Assets 2021: $117,134Liabilities 2021: $16,000Net Assets 2021: $101,1342021Assets 2022: $98,866Liabilities 2022: $16,000Net Assets 2022: $82,8662022Assets 2023: $101,003Liabilities 2023: $16,0002023

Highlighted filing

2023

Assets$101,003
Liabilities$16,000
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2010: $4,532Expenses 2010: $2,000Net Income 2010: $2,5322010Revenue 2011: $4,735Expenses 2011: $2,300Net Income 2011: $2,4352011Revenue 2012: $4,708Expenses 2012: $1,370Net Income 2012: $3,3382012Revenue 2013: $4,553Expenses 2013: $2,280Net Income 2013: $2,2732013Revenue 2014: $14,252Expenses 2014: $5,667Net Income 2014: $8,5852014Revenue 2015: $6,128Expenses 2015: $9,819Net Income 2015: -$3,6912015Revenue 2016: $5,108Expenses 2016: $9,283Net Income 2016: -$4,1752016Revenue 2017: $4,314Expenses 2017: $10,000Net Income 2017: -$5,6862017Revenue 2018: $4,390Expenses 2018: $3,275Net Income 2018: $1,1152018Revenue 2019: $4,219Expenses 2019: $3,300Net Income 2019: $9192019Revenue 2020: $7,494Expenses 2020: $1,945Net Income 2020: $5,5492020Revenue 2021: $13,054Expenses 2021: $6,581Net Income 2021: $6,4732021Revenue 2022: $7,760Expenses 2022: $13,359Net Income 2022: -$5,5992022Revenue 2023: $6,259Expenses 2023: $6,350Net Income 2023: -$912023

Highlighted filing

2023

Revenue$6,259
Expenses$6,350
Net Income-$91
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$101,003
Liabilities
$16,000
Net assets
-
Revenue
$6,259
Expenses
$6,350
Net income
-$91
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.01$0.16$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.16$0.83$0.08$0.13$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.16$1.01$0.13$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.16$0.80$0.07$0.02$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.16$0.73$0.04$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.16$0.61$0.04$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.16$0.67$0.04$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.13$0.66$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.08$0.66$0.06$0.10$0.04
2014Summary only. Only limited summary data is available for this year.$0.78$0.04$0.14$0.06$0.09
2013Summary only. Only limited summary data is available for this year.$0.65$0.02$0.05$0.02$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$0.05$0.01$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.46$0.05$0.02$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$0.05$0.02$0.03
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 27, 2023
Return Version
2022v5.0
Gross Receipts
$10,018
Mission and Program Overview

Mission

To provide college and vocational scholarships

Program Services

DescriptionGrantsExpenses
ONE SCHOLARSHIP WAS AWARDED TO HAILEY RICHARDSON FOR CONTINUING EDUCATION AT THE ACADEMY OF COSMETOLOGY FOR $4,000.-$4,000
ONE SCHOLARSHIP WAS AWARDED TO POQUI EXCALANTE FOR CONTINUING EDUCATION AT THE UNIVERSITY OF TEXAS AT EL PASO (UTEP) FOR $4,000.-$4,000
ONE SCHOLARSHIP WAS AWARDED TO MIRANDA KOSHI FOR CONTINUING EDUCATION AT DOMINION FOR $3,000.-$3,000
ONE SCHOLARSHIP WAS AWARDED TO LILLIAN WOODS FOR CONTINUING EDUCATION PURSUING CRIMINAL JUSTICE DEGREE FOR $2,000.-$2,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA FELKEYPresident-$0--
DEBRA FELKEYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Zac Felkey Memorial Scholarship Fund
EIN
20-5698116
Phone
4065811454
Address
221 SOUTH 9TH AVENUE, BOZEMAN, MT 59715

Signing Officer

Name
Debra Felkey
Title
Treasurer
Signed
2023-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Dr Ste 7, Bozeman, MT 59718
Preparer
Ed Lally CPA
Phone
4065853393
Supplemental Narrative

Additional Explanations

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

“Class of Activity: SCHOLARSHIP | Cash Amount Given: $13000”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Raw XML Appendix149 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/PersonNm0RUDD COMPANY PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum04065853393
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03805 VALLEY COMMONS DR STE 7
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0117134
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098866
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02258
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5599
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0359
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0117134
IRS990EZ/Form990TotalAssetsGrp/EOYAmt098866
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02742
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013000
IRS990EZ/GrossReceiptsAmt010018
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101134
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082866
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101134
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082866
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA FELKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA FELKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-12669
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COLLEGE AND VOCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ONE SCHOLARSHIP WAS AWARDED TO HAILEY RICHARDSON FOR CONTINUING EDUCATION AT THE ACADEMY OF COSMETOLOGY FOR $4,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ONE SCHOLARSHIP WAS AWARDED TO POQUI EXCALANTE FOR CONTINUING EDUCATION AT THE UNIVERSITY OF TEXAS AT EL PASO (UTEP) FOR $4,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ONE SCHOLARSHIP WAS AWARDED TO MIRANDA KOSHI FOR CONTINUING EDUCATION AT DOMINION FOR $3,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ONE SCHOLARSHIP WAS AWARDED TO LILLIAN WOODS FOR CONTINUING EDUCATION PURSUING CRIMINAL JUSTICE DEGREE FOR $2,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt016000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013359
IRS990EZ/TotalProgramServiceExpensesAmt013000
IRS990EZ/TotalRevenueAmt07760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.zacfelkeymemorial.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016699
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01669
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03749
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03836
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014294
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53880
IRS990ScheduleA/PublicSupportPY170Pct00.50610
IRS990ScheduleA/PublicSupportTotal170Amt016699
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08850
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0554
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016699
IRS990ScheduleA/TotalSupportAmt030993
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIP | Cash Amount Given: $13000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA FELKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZAC FELKEY MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0ZACF
ReturnHeader/Filer/EIN0205698116
ReturnHeader/Filer/PhoneNum04065811454
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 SOUTH 9TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820467399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rudd & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Valley Commons Dr Ste 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065853393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ED LALLY CPA
ReturnHeader/ReturnTs02023-03-27T13:22:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FELKEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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