Civic Intelligence

Bozeman Lions Foundation

EIN 37-1470312 • 501(c)3 • Bozeman, MT

Profile

To assist needy persons with eye exams, glasses,hearing aides etc.

PO Box 485Bozeman, MT 59771

n/A

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

3rd percentile

-1285%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-18%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-95%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$28,804

Down $6,115 (-18%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$28,804

Down $6,115 (-18%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$476

Down $8,800 (-95%) from 2015

Expenses

Up

$6,591

Up $4,870 (+283%) from 2015

Net Income

Down

-$6,115

Down $13,670 (-181%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$40K$30K$20K$10K$0Assets 2010: $22,444Net Assets 2010: $22,4442010Assets 2011: $21,077Net Assets 2011: $21,0772011Assets 2013: $10,660Net Assets 2013: $10,6602013Assets 2014: $27,364Net Assets 2014: $27,3642014Assets 2015: $34,919Net Assets 2015: $34,9192015Assets 2016: $28,804Net Assets 2016: $28,8042016

Highlighted filing

2016

Assets$28,804
Liabilities-
Net Assets$28,804
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$100K$50K$0-$50KRevenue 2010: $41,598Expenses 2010: $47,630Net Income 2010: -$6,0322010Revenue 2011: $89,755Expenses 2011: $91,122Net Income 2011: -$1,3672011Revenue 2013: $6,698Expenses 2013: $687Net Income 2013: $6,0112013Revenue 2014: $18,936Expenses 2014: $2,232Net Income 2014: $16,7042014Revenue 2015: $9,276Expenses 2015: $1,721Net Income 2015: $7,5552015Revenue 2016: $476Expenses 2016: $6,591Net Income 2016: -$6,1152016

Highlighted filing

2016

Revenue$476
Expenses$6,591
Net Income-$6,115
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,804
Liabilities
-
Net assets
$28,804
Revenue
$476
Expenses
$6,591
Net income
-$6,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$28.8$28.8$0.48$6.59$6.12
2015Detailed filing. Detailed filing data is available for this year.$34.9$34.9$9.28$1.72$7.56
2014Detailed filing. Detailed filing data is available for this year.$27.4$27.4$18.9$2.23$16.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$10.7$6.70$0.69$6.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$21.1$89.8$91.1$1.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$22.4$41.6$47.6$6.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 5, 2016
Return Version
2015v2.1
Gross Receipts
$476
Mission and Program Overview

Mission

To assist needy persons with eye exams, glasses,hearing aides etc.

Program Services

DescriptionGrantsExpenses
16 INDIVIDUALS WERE ASSISTED WITH EYE GLASSES AND EXAMS-$2,805
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE HAASPresidentPT$0--
CONNIE THOMASDirectorPT$0--
STEVE JOHNSONDirectorPT$0--
NATHAN KIRBYV. President/SecretaryPT$0--
DAVE HAJNYDirectorPT$0--
JEFF COTTERELLDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Bozeman Lions Foundation
EIN
37-1470312
Phone
4065563833
Address
PO Box 485, Bozeman, MT 59771

Signing Officer

Name
Joseph Haas
Title
President
Phone
4065563833
Signed
2016-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Leslie Madsen CPA Dba Focus Financial
Address
81 8th Street Suite 3, Belgrade, MT 59714
Preparer
Leslie a Madsen
Phone
4063882827
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Memorials”

Form 990EZ, Part I, Line 8

“Other”

Form 990EZ, Part I, Line 10

“Payment of fundraising cost for bozeman lions club; donation; bozeman lions club: po box 485, bozema”

Form 990EZ, Part I, Line 16

“Eye & Hearing Assistance 2805.”

Form 990EZ, Part I, Line 16

“Insurance 487.”

Raw XML Appendix164 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/PersonNm0CONNIE THOMAS
IRS990EZ/BooksInCareOfDetail/PhoneNum04065563833
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Belgrade
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034919
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0350
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6115
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0126
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03049
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0476
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034919
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028804
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CONNIE THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATHAN KIRBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVE HAJNY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFF COTTERELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3V. President/Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03292
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist needy persons with eye exams, glasses,hearing aides etc.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt016 INDIVIDUALS WERE ASSISTED WITH EYE GLASSES AND EXAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02805
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0126
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06591
IRS990EZ/TotalProgramServiceExpensesAmt02805
IRS990EZ/TotalRevenueAmt0476
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Pin Sales 2011: 30. Description: Recycling 2011: 239. Description: Misc 2011: 0. 2013: 57. 2014: 265. Description: Memorials 2012: 350. 2013: 285. 2014: 100.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015455
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0980
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt051082
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0365
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0342
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0350
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0269
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01326
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98050
IRS990ScheduleA/PublicSupportPY509Pct00.97600
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt066537
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05255
IRS990ScheduleA/Total509Grp/TotalAmt066537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt067863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Memorials
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYMENT OF FUNDRAISING COST FOR BOZEMAN LIONS CLUB; DONATION; BOZEMAN LIONS CLUB: PO BOX 485, BOZEMA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Eye & Hearing Assistance 2805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 487.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HAAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065563833
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bozeman Lions Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0371470312
ReturnHeader/Filer/PhoneNum04065563833
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 485
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059771
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LESLIE MADSEN CPA DBA FOCUS FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 8th Street Suite 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Belgrade
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059714
ReturnHeader/PreparerPersonGrp/PhoneNum04063882827
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE A MADSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-10T06:59:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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