Civic Intelligence

Big Sky Rotary Foundation

990EZ • Fiscal year 2023 • EIN 36-4623017

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 30, 2023

PO Box 160473Big Sky, MT 59716

(406) 570-5733

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

29th percentile

-8.2%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-4.0%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

77%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$108,239

Down $4,480 (-4.0%) from 2022

Net Assets

Down

$108,239

Down $4,480 (-4.0%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$54,606

Up $23,813 (+77%) from 2022

Expenses

Up

$59,086

Up $26,993 (+84%) from 2022

Net Income

Down

-$4,480

Down $3,180 (-245%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2020: $118,640Net Assets 2020: $118,6402020Assets 2021: $114,019Net Assets 2021: $114,0192021Assets 2022: $112,719Net Assets 2022: $112,7192022Assets 2023: $108,239Net Assets 2023: $108,2392023Assets 2024: $115,930Net Assets 2024: $115,9302024Assets 2025: $121,460Net Assets 2025: $121,4602025

Highlighted filing

2023

Assets$108,239
Liabilities-
Net Assets$108,239

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $64,767Expenses 2020: $43,200Net Income 2020: $21,5672020Revenue 2021: $75,147Expenses 2021: $79,768Net Income 2021: -$4,6212021Revenue 2022: $30,793Expenses 2022: $32,093Net Income 2022: -$1,3002022Revenue 2023: $54,606Expenses 2023: $59,086Net Income 2023: -$4,4802023Revenue 2024: $113,073Expenses 2024: $105,382Net Income 2024: $7,6912024Revenue 2025: $169,575Expenses 2025: $164,045Net Income 2025: $5,5302025

Highlighted filing

2023

Revenue$54,606
Expenses$59,086
Net Income-$4,480
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 30, 2023
Return Version
2022v5.0
Gross Receipts
$66,791
Mission and Program Overview

Mission

To eradicate polio.

Program Services

DescriptionGrantsExpenses
Christmas Giving Tree to support needy families in the community by soliciting contributions and giving food, clothing and household items to underprivileged families in the community.-$8,808
Scholarship for local student.$8,500-
Interact club - Rotary for high school students. The Interact Club sponsored a scholarship (thru their own fundraising and local donations) to one female student in Nepal, allowing her to attend school for one year, to help prevent them from 'falling into' human trafficking. The Interact Club also supported a service trip to Mexico.-$7,663
Other local projects including purchasing playground equipment, contributing to Wellness in Action's renovations, participating in a winter clothing drive, providing camp scholarships, and camp maintenance.$4,713$7,421
Purchased 3 mobility devices through ROC Wheels.$4,500-
Supported the Guatemala Literacy Project.-$4,000
Supported an El Salvador water project.$3,000-
Supported a Big Sky Kids Camper through the Eagle Mount organization that provides quality therapeutic recreational opportunities for people with disabilitiesand young people with cancer.-$2,500
Supported peace project - Ireland.-$1,000
Maintained multiple emergency call boxes along Highway 191 to combat the lack of cellular service along the Highway, including those reception blackouts on stretches between Big Sky and West Yellowstone.-$100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee GriffithsPresidentPT$0--
Sharon DavidsonVice PresidentPT$0--
Laura SeyfangSecretaryPT$0--
Kyle PomerenkeTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$44,140$21,950-$21,950
Total Events$44,140$21,950$12,185$9,765
Filing and Contact Details

Filer

Filer Name
Big Sky Rotary Foundation
EIN
36-4623017
Phone
4065705733
Address
PO Box 160473, Big Sky, MT 59716

Signing Officer

Name
Kyle Pomerenke
Title
Treasurer
Signed
2023-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Rosie Barndt CPA Pc
Address
3382 MONIDA STREET, BOZEMAN, MT 59718
Preparer
Rosie Barndt CPA PC
Phone
4062090411
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: 4 Individuals totaling | Cash Amount Given: $8500

Other Expenses.1002

Office Expenses $3219

Other Expenses.1

Project supples $22756

Raw XML Appendix190 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/PersonNm0Kyle Pomerenke
IRS990EZ/BooksInCareOfDetail/PhoneNum04065705733
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 160473
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Big Sky
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059716
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112719
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0108239
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044546
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4480
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03662
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0112719
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108239
IRS990EZ/FundraisingGrossIncomeAmt021950
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029449
IRS990EZ/GrossReceiptsAmt066791
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0295
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112719
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108239
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112719
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108239
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lee Griffiths
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Davidson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Seyfang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kyle Pomerenke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025975
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To eradicate polio.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Interact club - Rotary for high school students. The Interact Club sponsored a scholarship (thru their own fundraising and local donations) to one female student in Nepal, allowing her to attend school for one year, to help prevent them from 'falling into' human trafficking. The Interact Club also supported a service trip to Mexico.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Supported the Guatemala Literacy Project.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Maintained multiple emergency call boxes along Highway 191 to combat the lack of cellular service along the Highway, including those reception blackouts on stretches between Big Sky and West Yellowstone.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Christmas Giving Tree to support needy families in the community by soliciting contributions and giving food, clothing and household items to underprivileged families in the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Supported a Big Sky Kids Camper through the Eagle Mount organization that provides quality therapeutic recreational opportunities for people with disabilitiesand young people with cancer.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Supported an El Salvador water project.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Supported peace project - Ireland.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Scholarship for local student.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Other local projects including purchasing playground equipment, contributing to Wellness in Action's renovations, participating in a winter clothing drive, providing camp scholarships, and camp maintenance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9Purchased 3 mobility devices through ROC Wheels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24713
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt34500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07663
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt38808
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt42500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt51000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt67421
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012185
IRS990EZ/SpecialEventsNetIncomeLossAmt09765
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059086
IRS990EZ/TotalProgramServiceExpensesAmt031492
IRS990EZ/TotalRevenueAmt054606
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bigskyrotary.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030109
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0190998
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0295
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt097
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0618
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99060
IRS990ScheduleA/PublicSupportPY170Pct00.97720
IRS990ScheduleA/PublicSupportTotal170Amt0189822
IRS990ScheduleA/SubstantialContributorsTotAmt01176
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030109
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0190998
IRS990ScheduleA/TotalSupportAmt0191616
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt022190
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022190
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08685
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021950
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: 4 Individuals totaling | Cash Amount Given: $8500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Project supples $22756
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kyle Pomerenke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Big Sky Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BIGS
ReturnHeader/Filer/EIN0364623017
ReturnHeader/Filer/PhoneNum04065705733
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 160473
ReturnHeader/Filer/USAddress/CityNm0Big Sky
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059716
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821279005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSIE BARNDT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03382 MONIDA STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04062090411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosie Barndt CPA PC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-30T11:31:20-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kyle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pomerenke
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings