Civic Intelligence

Adopt a Sox

EIN 35-2376522 • 501(c)3 • Bozeman, MT

Profile

The Adopt A Sox mission is to recognize and thank active Montana military personnel during the holiday seas to show them that their own communities think of them and appreciate their service to our country. This is done by shipping large 20-pound care packages that are filled with fun and useful items as well as many reminders of home.

PO Box 6113Bozeman, MT 59771

adoptasox.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

3rd percentile

-1164%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

18th percentile

-45%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $101,638 (-100%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $101,638 (-100%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$8,730

Down $31,196 (-78%) from 2024

Expenses

Up

$110,368

Up $58,841 (+114%) from 2024

Net Income

Down

-$101,638

Down $90,037 (-776%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$150K$100K$50K$0Assets 2021: $101,073Net Assets 2021: $101,0732021Assets 2022: $102,387Net Assets 2022: $102,3872022Assets 2023: $113,239Net Assets 2023: $113,2392023Assets 2024: $101,638Net Assets 2024: $101,6382024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$200K$100K$0-$100K-$200KRevenue 2021: $114,168Expenses 2021: $81,745Net Income 2021: $32,4232021Revenue 2022: $53,321Expenses 2022: $52,007Net Income 2022: $1,3142022Revenue 2023: $51,644Expenses 2023: $40,792Net Income 2023: $10,8522023Revenue 2024: $39,926Expenses 2024: $51,527Net Income 2024: -$11,6012024Revenue 2025: $8,730Expenses 2025: $110,368Net Income 2025: -$101,6382025

Highlighted filing

2025

Revenue$8,730
Expenses$110,368
Net Income-$101,638
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$8,730
Expenses
$110,368
Net income
-$101,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.09$1.10$1.02
2024Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.40$0.52$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.52$0.41$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.53$0.52$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.14$0.82$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Oct 31, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Gross Receipts
$8,730
Mission and Program Overview

Mission

The Adopt A Sox mission is to recognize and thank active Montana military personnel during the holiday season, to show them that their own communities think of them and appreciate their service to our country. This is done by shipping large 20-pound care packages that are filled with fun and useful items as well as many reminders of home.

The adopt-a-sox mission is to recognize and thank active montana military personnel during the holiday season, to show them that their own communities think of them and appreciate their service to our country. This is done by shipping large 16-pound care packages that are filled with fun and useful items, as well as many reminders of home.

Program Services

DescriptionGrantsExpenses
ADOPT-A-SOX ONLY SHIPS AT CHRISTMAS TIME. BOXES FILLED WITH FUN AND USEFUL ITEMS AND MANY REMINDERS OF HOME WERE SHIPPED.$100,000$8,502
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGIE KANKRLIKExecutive Director-$0--
HANK ADAMSDirector-$0--
JIM KORTHDirector-$0--
JAYNE JOHNSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Adopt-a-sox
EIN
35-2376522
Phone
4069200245
Address
PO BOX 6113, BOZEMAN, MT 59771

Signing Officer

Name
Margie Kankrlik
Title
Executive Director
Signed
2025-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Amatics CPA Group
Address
45 Discovery Drive, Bozeman, MT 59718
Preparer
Jason Brown
Phone
4064041925
Supplemental Narrative

Additional Explanations

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

“Class of Activity: SCHOLARSHIPS | Donee's Name: Montana State University Foundation Inc | Donee's Address: PO BOX 172750 BOZEMAN MT 59717 | Relationship of Donee: NONE | Cash Amount Given: $100000”

Other Expenses.1001

“Advertising and Promotion $20”

Other Expenses.1005

“Travel $805”

Other Expenses.1

“BOX COMPLETION $673”

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04069200245
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
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IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0101000
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101638
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt06620
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARGIE KANKRLIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HANK ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM KORTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAYNE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ADOPT-A-SOX MISSION IS TO RECOGNIZE AND THANK ACTIVE MONTANA MILITARY PERSONNEL DURING THE HOLIDAY SEASON, TO SHOW THEM THAT THEIR OWN COMMUNITIES THINK OF THEM AND APPRECIATE THEIR SERVICE TO OUR COUNTRY. THIS IS DONE BY SHIPPING LARGE 16-POUND CARE PACKAGES THAT ARE FILLED WITH FUN AND USEFUL ITEMS, AS WELL AS MANY REMINDERS OF HOME.
IRS990EZ/PrintingPublicationsPostageAmt0384
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADOPT-A-SOX ONLY SHIPS AT CHRISTMAS TIME. BOXES FILLED WITH FUN AND USEFUL ITEMS AND MANY REMINDERS OF HOME WERE SHIPPED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08502
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0110368
IRS990EZ/TotalProgramServiceExpensesAmt08502
IRS990EZ/TotalRevenueAmt08730
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0adoptasox.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt053317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0114168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0301008
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0301008
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039927
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051644
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053317
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041952
IRS990ScheduleA/Total509Grp/TotalAmt0301008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039927
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041952
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0301008
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-10-15
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0816001649
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0100000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01501 SOUTH 11TH AVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0BOZEMAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0MT
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IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIPS | Donee's Name: Montana State University Foundation Inc | Donee's Address: PO BOX 172750 BOZEMAN MT 59717 | Relationship of Donee: NONE | Cash Amount Given: $100000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOX COMPLETION $673
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGIE KANKRLIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADOPT-A-SOX
ReturnHeader/Filer/BusinessNameControlTxt0ADOP
ReturnHeader/Filer/EIN0352376522
ReturnHeader/Filer/PhoneNum04069200245
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6113
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059771
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463057681
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Discovery Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BROWN
ReturnHeader/ReturnTs02025-12-09T08:31:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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