Civic Intelligence

Gallatin Foundation Incorporated

990EZ • Fiscal year 2015 • EIN 36-3652247

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2017

Refreshing map…

2000 Commerce WayBozeman, MT 59715

(406) 586-5421

Siviq Scores

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

Liabilities / Assets

87th percentile

0.38x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.60x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Assets

$194,982

No earlier filing loaded for comparison.

Net Assets

$119,982

No earlier filing loaded for comparison.

Liabilities

$75,000

No earlier filing loaded for comparison.

Revenue

$124,994

No earlier filing loaded for comparison.

Expenses

$32,704

No earlier filing loaded for comparison.

Net Income

$92,290

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2015: $194,982Liabilities 2015: $0Net Assets 2015: $194,9822015Assets 2015: $194,982Liabilities 2015: $75,000Net Assets 2015: $119,9822015Assets 2016: $252,611Liabilities 2016: $6,678Net Assets 2016: $245,9332016Assets 2017: $437,945Liabilities 2017: $254,910Net Assets 2017: $183,0352017Assets 2018: $986,240Liabilities 2018: $608,647Net Assets 2018: $377,5932018Assets 2019: $1,475,091Liabilities 2019: $987,241Net Assets 2019: $487,8502019Assets 2020: $1,107,635Liabilities 2020: $824,850Net Assets 2020: $282,7852020Assets 2021: $395,382Liabilities 2021: $270,640Net Assets 2021: $124,7422021Assets 2022: $340,934Liabilities 2022: $341,822Net Assets 2022: -$8882022Assets 2023: $553,306Liabilities 2023: $422,987Net Assets 2023: $130,3192023Assets 2024: $448,471Liabilities 2024: $378,444Net Assets 2024: $70,0272024

Highlighted filing

2015

Assets$194,982
Liabilities$75,000
Net Assets$119,982

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $199,994Expenses 2015: $32,704Net Income 2015: $167,2902015Revenue 2015: $124,994Expenses 2015: $32,704Net Income 2015: $92,2902015Revenue 2016: $283,374Expenses 2016: $157,423Net Income 2016: $125,9512016Revenue 2017: $157,427Expenses 2017: $220,325Net Income 2017: -$62,8982017Revenue 2018: $556,370Expenses 2018: $361,812Net Income 2018: $194,5582018Revenue 2019: $362,512Expenses 2019: $251,605Net Income 2019: $110,9072019Revenue 2020: $478,895Expenses 2020: $683,961Net Income 2020: -$205,0662020Revenue 2021: $1,035,804Expenses 2021: $1,195,514Net Income 2021: -$159,7102021Revenue 2022: $158,883Expenses 2022: $261,719Net Income 2022: -$102,8362022Revenue 2023: $822,424Expenses 2023: $691,217Net Income 2023: $131,2072023Revenue 2024: $150,970Expenses 2024: $211,262Net Income 2024: -$60,2922024

Highlighted filing

2015

Revenue$124,994
Expenses$32,704
Net Income$92,290
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2017
Return Version
2015v3.0
Gross Receipts
$124,994
Mission and Program Overview

Mission

To receive and accept property to be administered exclusively for charitable purposes, primarily in, or for the benefit of gallatin county, montana.

Program Services

DescriptionGrantsExpenses
FOR 2015, MAJOR PROGRAM ACCOMPLISHMENTS INCLUDED: VETERAN'S MEMORIAL WALL OF RECOGNITION, BOZEMAN FIBER PROJECT START-UP, SECURING AIRLINE FLIGHTS TO BOZEMAN, MONTANA.$0$32,704
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARYL W SCHLIEMPresident/Secretary-$0--
RON OSTERMILLERVice President-$0--
CARL SOLVIEBoard Member-$0--
MATT JOHNSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Gallatin Foundation Inc
EIN
36-3652247
Phone
4065865421
Address
2000 COMMERCE WAY, BOZEMAN, MT 59715

Signing Officer

Name
Daryl Schliem
Title
President
Phone
4065865421
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
1019 EAST MAIN STE 201, BOZEMAN, MT 59715
Preparer
William G Mills
Phone
4065566160
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 37.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising. Amount: 381. Description: liability insurance. Amount: 3,484. Description: office expense. Amount: 458. Description: veteran memorial. Amount: 8,212. Description: united airline flight guarantee. Amount: 1,683. Description: bozeman fiber startup costs. Amount: 18,486. Total to form 990-ez, line 16: 32,704.

Form 990-ez, Part II, Line 24 - Other Assets

Description: restricted cash. Beg. Of year amount: 0. End of year amount: 150,000.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: passthrough funds held for others. Beg. Of year amount: 0. End of year amount: 75,000.

Raw XML Appendix174 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/PhoneNum04065865421
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 COMMERCE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027692
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119982
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARYL W SCHLIEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RON OSTERMILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL SOLVIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0150000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032704
IRS990EZ/OtherRevenueTotalAmt037
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN, OR FOR THE BENEFIT OF GALLATIN COUNTY, MONTANA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOR 2015, MAJOR PROGRAM ACCOMPLISHMENTS INCLUDED: VETERAN'S MEMORIAL WALL OF RECOGNITION, BOZEMAN FIBER PROJECT START-UP, SECURING AIRLINE FLIGHTS TO BOZEMAN, MONTANA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032704
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt075000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt032704
IRS990EZ/TotalRevenueAmt0124994
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0250
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0145050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0407
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0407
IRS990ScheduleA/InvestmentIncomeCYPct00.00280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99720
IRS990ScheduleA/PublicSupportTotal509Amt0145050
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04239
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145457
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/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 37.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 381. DESCRIPTION: LIABILITY INSURANCE. AMOUNT: 3,484. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 458. DESCRIPTION: VETERAN MEMORIAL. AMOUNT: 8,212. DESCRIPTION: UNITED AIRLINE FLIGHT GUARANTEE. AMOUNT: 1,683. DESCRIPTION: BOZEMAN FIBER STARTUP COSTS. AMOUNT: 18,486. TOTAL TO FORM 990-EZ, LINE 16: 32,704.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: RESTRICTED CASH. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 150,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PASSTHROUGH FUNDS HELD FOR OTHERS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 75,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DARYL SCHLIEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065865421
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GALLATIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GALL
ReturnHeader/Filer/EIN0363652247
ReturnHeader/Filer/PhoneNum04065865421
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 COMMERCE WAY
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01019 EAST MAIN STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065566160
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM G MILLS
ReturnHeader/ReturnTs02017-11-14T16:11:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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