Civic Intelligence

Bozeman Senior Social Center Inc.

990 • Fiscal year 2018 • EIN 23-7013531

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 22, 2019

Organization Profilewww.montanaseniorcenter.org
807 North TracyBozeman, MT 59715

(406) 586-2421

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

54th percentile

4.3%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$65,157

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

2.2%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-2.4%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,851,266

Up $39,286 (+2.2%) from 2017

Net Assets

Up

$1,795,438

Up $118,980 (+7.1%) from 2017

Liabilities

Down

$55,828

Down $79,694 (-59%) from 2017

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin54th percentile

Revenue

Down

$1,042,511

Down $25,197 (-2.4%) from 2017

Expenses

Up

$997,471

Up $6,844 (+0.7%) from 2017

Net Income

Down

$45,040

Down $32,041 (-42%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,153,931Liabilities 2011: $93,613Net Assets 2011: $1,060,3182011Assets 2012: $1,247,273Liabilities 2012: $129,578Net Assets 2012: $1,117,6952012Assets 2013: $1,281,000Liabilities 2013: $93,341Net Assets 2013: $1,187,6592013Assets 2014: $1,380,695Liabilities 2014: $151,763Net Assets 2014: $1,228,9322014Assets 2015: $1,602,030Liabilities 2015: $165,970Net Assets 2015: $1,436,0602015Assets 2016: $1,639,335Liabilities 2016: $82,205Net Assets 2016: $1,557,1302016Assets 2017: $1,811,980Liabilities 2017: $135,522Net Assets 2017: $1,676,4582017Assets 2018: $1,851,266Liabilities 2018: $55,828Net Assets 2018: $1,795,4382018Assets 2019: $1,871,932Liabilities 2019: $45,004Net Assets 2019: $1,826,9282019Assets 2020: $2,151,482Liabilities 2020: $134,024Net Assets 2020: $2,017,4582020Assets 2021: $2,499,675Liabilities 2021: $75,981Net Assets 2021: $2,423,6942021Assets 2022: $2,292,408Liabilities 2022: $46,429Net Assets 2022: $2,245,9792022Assets 2023: $2,361,689Liabilities 2023: $76,083Net Assets 2023: $2,285,6062023Assets 2024: $2,570,962Liabilities 2024: $77,066Net Assets 2024: $2,493,8962024Assets 2025: $2,806,322Liabilities 2025: $71,911Net Assets 2025: $2,734,4112025

Highlighted filing

2018

Assets$1,851,266
Liabilities$55,828
Net Assets$1,795,438
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $932,5302011Expenses 2012: $908,6442012Expenses 2013: $1,080,3402013Revenue 2014: $1,042,522Expenses 2014: $1,040,152Net Income 2014: $2,3702014Revenue 2015: $1,284,760Expenses 2015: $1,091,683Net Income 2015: $193,0772015Revenue 2016: $1,219,935Expenses 2016: $1,112,682Net Income 2016: $107,2532016Revenue 2017: $1,067,708Expenses 2017: $990,627Net Income 2017: $77,0812017Revenue 2018: $1,042,511Expenses 2018: $997,471Net Income 2018: $45,0402018Revenue 2019: $922,220Expenses 2019: $894,512Net Income 2019: $27,7082019Revenue 2020: $1,118,101Expenses 2020: $914,411Net Income 2020: $203,6902020Revenue 2021: $958,088Expenses 2021: $765,125Net Income 2021: $192,9632021Revenue 2022: $1,019,552Expenses 2022: $956,459Net Income 2022: $63,0932022Revenue 2023: $932,594Expenses 2023: $959,921Net Income 2023: -$27,3272023Revenue 2024: $1,139,228Expenses 2024: $1,004,914Net Income 2024: $134,3142024Revenue 2025: $1,210,197Expenses 2025: $1,042,435Net Income 2025: $167,7622025

Highlighted filing

2018

Revenue$1,042,511
Expenses$997,471
Net Income$45,040
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 22, 2019
Return Version
2017v2.2
Gross Receipts
$1,051,175
Mission and Program Overview

Mission

To promote social, recreational, cultural, nutritional, educational, and health-oriented activities among senior citizens of bozeman, montana and the surrounding areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$607,404$670,840▲ $63,436
Investments Other Securities$402,765$425,643▲ $22,878
Land, Buildings, and Equipment, Net$415,185$387,556▼ $27,629
Cash and Non-Interest-Bearing Accounts$283,272$323,189▲ $39,917
Savings and Temporary Cash Investments$29,511$22,050▼ $7,461
Prepaid Expenses and Deferred Charges$68,972$16,088▼ $52,884
Inventories for Sale or Use$4,871$5,900▲ $1,029
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$1,811,980$1,851,266▲ $39,286
Other Assets Total-$0-
Liabilities
Other Liabilities$81,549$42,282▼ $39,267
Deferred Revenue$53,973$13,546▼ $40,427
Total Liabilities$135,522$55,828▼ $79,694
Net Assets / Fund Balance
Unrestricted Net Assets$1,102,654$1,175,608▲ $72,954
Permanently Rstr Net Assets$405,985$415,007▲ $9,022
Temporarily Rstr Net Assets$167,819$204,823▲ $37,004
Total Net Assets Fund Balance$1,676,458$1,795,438▲ $118,980
Total Liabilities and Net Assets / Fund Balance$1,811,980$1,851,266▲ $39,286

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$352,566$493,819$846,385
Equipment$34,990$160,285$195,275

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$573,804$9,022▲ $37,004-$619,830
2016$510,023$16,146▲ $47,635-$573,804
2015$461,533$59,781▼ $11,291-$510,023
2014$420,664$21,133▲ $19,738-$461,535
2013$350,009$22,889▲ $47,766-$420,664
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon BondyExecutive DirectorFT$63,330$1,827$65,157
Judy MorrillFormer Exec DirectorPT$9,942-$9,942

Board Members and Trustees

NameTitle
Faye ChristensenPresident
Joann MurrayVice President
Audrey WaltonDirector
Helen McfaulDirector
Ivy HuntsmanDirector
Jack StoneDirector
Rodger MccormickDirector
Johanna PrindivilleSecretary
Ray GantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$378,184
Program Service Revenue
$494,403
Investment Income
$42,945
Other Revenue
$126,979
All Other Contributions
$83,276
Change in Net Assets
$45,040

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,042,511
Revenue Not Reported on Form 990
$410,316
Total Revenue per Audited Statements
$1,452,827
Total Revenue per Form 990
$1,042,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$484,101
Other Expenses$155,589
Total Fundraising Expense$21,877
Grants and Similar Amounts Paid$3,725
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$336,782$18,403$5,796$360,981
Benefits to Members$354,056--$354,056
Current Officers, Directors, Trustees, and Key Employees$55,167$3,212$5,855$64,234
Depreciation Depletion$46,672$2,593$2,593$51,858
Office Expenses$35,655$1,981$1,981$39,617
Payroll Taxes$33,778$1,828$948$36,554
Occupancy$24,727$1,374$1,374$27,475
Other Employee Benefits$15,031$477$246$15,754
Insurance$9,489$527$527$10,543
Advertising$7,657$425$425$8,507
Pension Plan Contributions$5,912$329$337$6,578
Fees for Services Accounting-$5,975-$5,975
Grants to Domestic Individuals$3,225--$3,225
Fees for Services Legal-$1,819-$1,819
Travel$1,556$87$87$1,730
Other Expenses$1,351$75$1,373$1,373
Grants to Domestic Orgs$500--$500
Total Functional Expenses$936,229$39,365$21,877$997,471

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,391,590
Expenses per Audited Statements$997,471
Total Expenses per Form 990$997,471
Expenses Not Reported on Form 990$394,119
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,304
Fundraising Direct Expenses$8,409
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$26,378$26,378$5,453$20,925
Rest Stop Coffee$8,840-$125-
Total Events$35,218$26,378$8,291$18,087
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Absences$30,340
Senior Trip Deposits$10,884
Payroll Liabilities$1,058
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“All board of directors are members of the senior center. These board members elect the officers to the board annually. These officers then serve a one year term.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Any changes to the by-laws of the senior center are voted on by the membership at large.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the board during a scheduled board meeting.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The senior center continually monitors for any conflicts of interest.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation will be determined based on job performance and prudent budget parameters after completion of an annual job performance review. Comparative compensation data for comparable positions and similarly qualified persons may be taken into consideration as well.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bozeman Senior Social Center
EIN
23-7013531
Phone
4065862421
Address
807 NORTH TRACY, BOZEMAN, MT 59715

Signing Officer

Name
Shannon Bondy
Title
Executive Director
Signed
2019-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Bondy
Formed
1969
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
40
Volunteers
325

Preparer

Firm
Amatics CPA Group
Address
220 West Lamme Suite 3-A, Bozeman, MT 59715
Preparer
Christina Riekenberg
Phone
4064041925
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: child learning center: provides day care, meals, and educational activities to children. The center employs a foster grandparent and any revenues received are used for the benefit of the seniors.”

Amended Explanation

“Error caused inadvertent e-filing of incomplete return by tax preparer.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“To provide a predictable stream of funding to operations while seeking to maintain the purchasing power of the endowment assets.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising exp netted against revenue $8409”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Fundraising exp netted against revenue $8409”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Former Exec Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Dir.
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROMOTE SOCIAL, RECREATIONAL, CULTURAL, NUTRITIONAL, EDUCATIONAL, AND HEALTH-ORIENTED ACTIVITIES AMONG SENIOR CITIZENS OF BOZEMAN, MONTANA AND THE SURROUNDING AREAS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019895
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt094499
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IRS990/NoncashContributionsAmt04452
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IRS990/OccupancyGrp/TotalAmt027475
IRS990/OfficeExpensesGrp/FundraisingAmt01981
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01981
IRS990/OfficeExpensesGrp/ProgramServicesAmt035655
IRS990/OfficeExpensesGrp/TotalAmt039617
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0246
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0477
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015031
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015754
IRS990/OtherExpensesGrp/Desc0MISC
IRS990/OtherExpensesGrp/Desc1SERVICES EXPENSES
IRS990/OtherExpensesGrp/Desc2RUMMAGE ROOM SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0260
IRS990/OtherExpensesGrp/FundraisingAmt175
IRS990/OtherExpensesGrp/FundraisingAmt21373
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt175
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IRS990/OtherExpensesGrp/ProgramServicesAmt11351
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IRS990/OtherExpensesGrp/TotalAmt11501
IRS990/OtherExpensesGrp/TotalAmt21373
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IRS990/OtherLiabilitiesGrp/EOYAmt042282
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherRevenueTotalAmt012585
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05796
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018403
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0336782
IRS990/OtherSalariesAndWagesGrp/TotalAmt0360981
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0948
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01828
IRS990/PayrollTaxesGrp/ProgramServicesAmt033778
IRS990/PayrollTaxesGrp/TotalAmt036554
IRS990/PensionPlanContributionsGrp/FundraisingAmt0337
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0329
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05912
IRS990/PensionPlanContributionsGrp/TotalAmt06578
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0405985
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0415007
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt068972
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016088
IRS990/PrincipalOfficerNm0SHANNON BONDY
IRS990/PriorPeriodAdjustmentsAmt057743
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
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IRS990/ProgramServiceRevenueGrp/Desc4TRAVEL PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108408
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1137558
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt235684
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt322220
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4190533
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1137558
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235684
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt322220
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4190533
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt057904
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IRS990/PYOtherRevenueAmt0129976
IRS990/PYProgramServiceRevenueAmt0455220
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0530669
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02258544

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,851,266
Liabilities
$55,828
Net assets
$1,795,438
Revenue
$1,042,511
Expenses
$997,471
Net income
$45,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.81$0.07$2.73$1.21$1.04$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.08$2.49$1.14$1.00$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.08$2.29$0.93$0.96$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.05$2.25$1.02$0.96$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.08$2.42$0.96$0.77$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.13$2.02$1.12$0.91$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.05$1.83$0.92$0.89$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.06$1.80$1.04$1.00$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.14$1.68$1.07$0.99$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.08$1.56$1.22$1.11$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.17$1.44$1.28$1.09$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.15$1.23$1.04$1.04$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.09$1.19$1.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.13$1.12$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.09$1.06$0.93