Civic Intelligence

Lightwell Foundation

990EZ • Fiscal year 2019 • EIN 46-3536689

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 05, 2020

PO Box 10722Bozeman, MT 59719

(406) 581-9537

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

27th percentile

-7.0%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$29,276

Down $5,417 (-16%) from 2018

Net Assets

Down

$29,276

Down $5,417 (-16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$77,865

Up $10,132 (+15%) from 2018

Expenses

Up

$83,282

Up $8,375 (+11%) from 2018

Net Income

Up

-$5,417

Up $1,757 (+24%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $34,269Liabilities 2017: $0Net Assets 2017: $34,2692017Assets 2018: $34,693Liabilities 2018: $0Net Assets 2018: $34,6932018Assets 2019: $29,276Liabilities 2019: $0Net Assets 2019: $29,2762019Assets 2020: $28,030Liabilities 2020: $0Net Assets 2020: $28,0302020Assets 2021: $34,539Liabilities 2021: $0Net Assets 2021: $34,5392021Assets 2022: $77,178Liabilities 2022: $3,467Net Assets 2022: $73,7112022Assets 2023: $87,758Liabilities 2023: $2,044Net Assets 2023: $85,7142023Assets 2024: $37,867Liabilities 2024: $3,294Net Assets 2024: $34,5732024

Highlighted filing

2019

Assets$29,276
Liabilities$0
Net Assets$29,276

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2017: $70,663Expenses 2017: $48,123Net Income 2017: $22,5402017Revenue 2018: $67,733Expenses 2018: $74,907Net Income 2018: -$7,1742018Revenue 2019: $77,865Expenses 2019: $83,282Net Income 2019: -$5,4172019Revenue 2020: $115,881Expenses 2020: $117,127Net Income 2020: -$1,2462020Revenue 2021: $61,351Expenses 2021: $54,842Net Income 2021: $6,5092021Revenue 2022: $83,889Expenses 2022: $41,248Net Income 2022: $42,6412022Revenue 2023: $65,005Expenses 2023: $53,002Net Income 2023: $12,0032023Revenue 2024: $33,313Expenses 2024: $84,454Net Income 2024: -$51,1412024

Highlighted filing

2019

Revenue$77,865
Expenses$83,282
Net Income-$5,417
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 5, 2020
Return Version
2019v5.0
Gross Receipts
$80,587
Mission and Program Overview

Mission

Financial support to cancer families

Program Services

DescriptionGrantsExpenses
Monies provided to the Gallatin County MT families with a child diagnosed with cancer. Monies provided are for costs incurred by family members related to the treatment of child .$74,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Molly NemelkaPresidentPT$0--
Christy CastronovoVice President-$0--
Emily CookSecretary-$0--
Pam ShraugerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Give Big----
Summer Fest----
Filing and Contact Details

Filer

Filer Name
The Bozeman 3
EIN
46-3536689
Address
PO BOX 10722, Bozeman, MT 59719

Signing Officer

Name
Molly Nemelka
Title
President
Phone
4065819537
Signed
2020-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Gallatin Valley Tax Services LLC
Address
1105 Reeves Rd W Ste 900, Bozeman, MT 59718
Preparer
Margaret Schwalm
Phone
4065872525
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Monies provided to help with cancer treatment exp.Grantee Signe Gaasch,child Street 3310 Sundance Drive City, State, Zip Bozeman, MT 59715Relationship None Amount 13,000Activity Monies provided to help with cancer treatment exp.Grantee Lucy Waldeisen,child Street 401 Red Barn Dr City, State, Zip Belgrade, MT 59714Relationship None Amount 5,000Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 13,000Activity Monies provided to help with cancer treatment exp.Grantee Adeline Gengenbacher,child Street 121 Michael Grove Ave City, State, Zip Bozeman, MT 59718Relationship None Amount 12,000Activity Monies provided to help with cancer treatment exp.Grantee Dustin Dempsey,child Street 45 Wally D Lane City, State, Zip Belgrade, MT 59714Relationship None Amount 11,000Activity Monies provided to help with cancer treatment exp.Grantee Sage Lindsay,child Street 310 E Lincoln Street City, State, Zip Bozeman, MT 59715Relationship None Amount 7,000Activity Monies provided to help with cancer treatment exp.Grantee Isabella Cox, child Street 802 N Grand Ave Apt 2A6 City, State, Zip Bozeman, MT 59715Relationship None Amount 13,000Activity Monies provided for cancer research Grantee Misc charitable organizations Relationship None Amount 6,000

Description of other expenses Part I line 16

Description AmountAdvertising 396Paypal Fees 303Insurance 1,315Website 603PO Box fee 96Chrome for Kids 557

Raw XML Appendix159 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/PersonNm0Pam Shrauger
IRS990EZ/BooksInCareOfDetail/PhoneNum04065819537
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04855 South 3rd St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034693
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029276
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032061
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5417
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034693
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029276
IRS990EZ/FundraisingGrossIncomeAmt048526
IRS990EZ/GrantsAndSimilarAmountsPaidAmt080000
IRS990EZ/GrossReceiptsAmt080587
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034693
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029276
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034693
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029276
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Molly Nemelka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christy Castronovo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Cook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pam Shrauger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03270
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Financial support to cancer families
IRS990EZ/PrintingPublicationsPostageAmt012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monies provided to the Gallatin County MT families with a child diagnosed with cancer. Monies provided are for costs incurred by family members related to the treatment of child .
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt074000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02722
IRS990EZ/SpecialEventsNetIncomeLossAmt045804
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083282
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt077865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THEBOZEMAN3.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015984
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071094
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141603
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt026061
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt052918
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt078979
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.93000
IRS990ScheduleA/PublicSupportTotal509Amt0220582
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071094
IRS990ScheduleA/Total509Grp/TotalAmt0220582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0220582
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/Event1Nm0Summer Fest
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Give Big
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Monies provided to help with cancer treatment exp.Grantee Signe Gaasch,child Street 3310 Sundance Drive City, State, Zip Bozeman, MT 59715Relationship None Amount 13,000Activity Monies provided to help with cancer treatment exp.Grantee Lucy Waldeisen,child Street 401 Red Barn Dr City, State, Zip Belgrade, MT 59714Relationship None Amount 5,000Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 13,000Activity Monies provided to help with cancer treatment exp.Grantee Adeline Gengenbacher,child Street 121 Michael Grove Ave City, State, Zip Bozeman, MT 59718Relationship None Amount 12,000Activity Monies provided to help with cancer treatment exp.Grantee Dustin Dempsey,child Street 45 Wally D Lane City, State, Zip Belgrade, MT 59714Relationship None Amount 11,000Activity Monies provided to help with cancer treatment exp.Grantee Sage Lindsay,child Street 310 E Lincoln Street City, State, Zip Bozeman, MT 59715Relationship None Amount 7,000Activity Monies provided to help with cancer treatment exp.Grantee Isabella Cox, child Street 802 N Grand Ave Apt 2A6 City, State, Zip Bozeman, MT 59715Relationship None Amount 13,000Activity Monies provided for cancer research Grantee Misc charitable organizations Relationship None Amount 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising 396Paypal Fees 303Insurance 1,315Website 603PO Box fee 96Chrome for Kids 557
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Molly Nemelka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04065819537
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOZEMAN 3
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0463536689
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10722
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059719
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DED71A52E8B130430925F5382FCBDC145A46769E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DED71A52E8B130430925F5382FCBDC145A46769E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08103702020036w1sbb1i
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-02-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.144.241.10
ReturnHeader/FilingSecurityInformation/IPDt02020-02-05
ReturnHeader/FilingSecurityInformation/IPTm020:18:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205518592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gallatin Valley Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01105 Reeves Rd W Ste 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065872525
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret Schwalm
ReturnHeader/ReturnTs02020-02-05T20:26:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings