Civic Intelligence

Bozeman Lions Foundation

990EZ • Fiscal year 2015 • EIN 37-1470312

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization ProfileN/A
PO Box 485Bozeman, MT 59771

(406) 556-3833

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% 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

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,919

Up $7,555 (+28%) from 2014

Net Assets

Up

$34,919

Up $7,555 (+28%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$9,276

Down $9,660 (-51%) from 2014

Expenses

Down

$1,721

Down $511 (-23%) from 2014

Net Income

Down

$7,555

Down $9,149 (-55%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$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

2015

Assets$34,919
Liabilities-
Net Assets$34,919
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

2015

Revenue$9,276
Expenses$1,721
Net Income$7,555
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$16,070
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
2 INDIVIDUALS WERE ASSISTED WITH EYE GLASSES AND EXAMS-$400
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE HAASPresidentPT$0--
CONNIE THOMASDirectorPT$0--
STEVE JOHNSONDirectorPT$0--
NATHAN KIRBYV. President/SecretaryPT$0--
DAVE HAJNYDirectorPT$0--
CANDY TSCHACHETreasurerPT$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
2015-11-13
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 8

“Memorials 100. Other 265.”

Form 990EZ, Part I, Line 16

“Conference 170. Life membership expense 249. Insurance 487. Miscellaneous 80. Eye & hearing assistance 400.”

Raw XML Appendix168 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE JOHNSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01386
IRS990EZ/OtherRevenueTotalAmt0365
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To assist needy persons with eye exams, glasses,hearing aides etc.
IRS990EZ/PrintingPublicationsPostageAmt0110
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Pin Sales 2010: 3. 2011: 30. Description: Recycling 2010: 2962. 2011: 239. Description: Misc 2010: 25. 2011: 0. 2013: 57. 2014: 265. Description: Memorials 2012: 350. 2013: 285. 2014: 100.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04991
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049424
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMORIALS 100. OTHER 265.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFERENCE 170. LIFE MEMBERSHIP EXPENSE 249. INSURANCE 487. MISCELLANEOUS 80. EYE & HEARING ASSISTANCE 400.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HAAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065563833
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bozeman Lions Foundation
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ReturnHeader/Filer/EIN0371470312
ReturnHeader/Filer/PhoneNum04065563833
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 485
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059771
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 8th Street Suite 3
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059714
ReturnHeader/PreparerPersonGrp/PhoneNum04063882827
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE MADSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T13:42:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,919
Liabilities
-
Net assets
$34,919
Revenue
$9,276
Expenses
$1,721
Net income
$7,555
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