Civic Intelligence

Adopt a Sox

990EZ • Fiscal year 2021 • EIN 35-2376522

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 03, 2022

Organization Profileadoptasox.org
PO Box 6113Bozeman, MT 59771

(406) 920-0245

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

73rd percentile

28%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$101,073

No earlier filing loaded for comparison.

Net Assets

$101,073

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

$114,168

No earlier filing loaded for comparison.

Expenses

$81,745

No earlier filing loaded for comparison.

Net Income

$32,423

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$101,073
Liabilities-
Net Assets$101,073
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$114,168
Expenses$81,745
Net Income$32,423
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 3, 2022
Return Version
2021v4.0
Gross Receipts
$114,168
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 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. IN 2021, 640 16-POUNDBOXES FILLED WITH FUN AND USEFUL ITEMS AND MANY REMINDERS OF HOMEWERE SHIPPED.$81,745-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGIE KANKRLIKExecutive DirectorPT$0--
HANK ADAMSDirector-$0--
JIM KORTHDirector-$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
2022-03-03
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

Other Expenses.2

“BOX COMPLETION $27582”

Other Expenses.3

“OTHER $6734”

Other Assets.1

“DEPOSITS - Beginning $6446 DEPOSITS - Ending $6446”

Raw XML Appendix158 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03300 EAST GRAF ST UNIT 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062204
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt094627
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0114165
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032423
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068650
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068650
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IRS990EZ/OccupancyRentUtltsAndMaintAmt016633
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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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/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06446
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06446
IRS990EZ/OtherExpensesTotalAmt034316
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/PrintingPublicationsPostageAmt030796
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADOPT-A-SOX ONLY SHIPS AT CHRISTMAS TIME. IN 2021, 640 16-POUNDBOXES FILLED WITH FUN AND USEFUL ITEMS AND MANY REMINDERS OF HOMEWERE SHIPPED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt081745
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt081745
IRS990EZ/TotalProgramServiceExpensesAmt081745
IRS990EZ/TotalRevenueAmt0114168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0adoptasox.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0114168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt090536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0338049
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/PublicSupportTotal509Amt0338049
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0114168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056191
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035202
IRS990ScheduleA/Total509Grp/TotalAmt0338049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0114168
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035202
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0338049
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOX COMPLETION $27582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER $6734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPOSITS - Beginning $6446 DEPOSITS - Ending $6446
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGIE KANKRLIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-03
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/PreparerFirmGrp/PreparerFirmEIN0463057681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amatics CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Discovery Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORGAN SCARR
ReturnHeader/ReturnTs02022-03-03T09:01:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KANKRLIK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,073
Liabilities
-
Net assets
$101,073
Revenue
$114,168
Expenses
$81,745
Net income
$32,423
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