Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Lightwell Foundation
990EZ • Fiscal year 2021 • EIN 46-3536689
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
18th percentile
Faster revenue growth than 18% of similar nonprofits.
Balance Sheet
Assets
Up$34,539
Up $6,509 (+23%) from 2020
Net Assets
Up$34,539
Up $6,509 (+23%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Down$61,351
Down $54,530 (-47%) from 2020
Expenses
Down$54,842
Down $62,285 (-53%) from 2020
Net Income
Up$6,509
Up $7,755 (+622%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- May 11, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $64,497
Mission and Program Overview
Mission
Financial support to cancer families
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Monies provided to Gallatin County MT families with a child diagnosed with cancer. Monies provided are for expenses incurred by family members related to the medical treatments | $41,000 | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Pam Shrauger | President | - | $0 | - | - |
| Tobi Kirsch | Vice President | - | $0 | - | - |
| Georgia Lukkes | Treasurer | - | $0 | - | - |
| Courtney Schreiner | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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
- Pamela Shrauger
- Title
- President
- Phone
- 4065819537
- Signed
- 2022-05-11
- 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 2,500Activity 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 4,000Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 4,000Activity 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 4,000Activity 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 4,500Activity Monies provided to help with cancer treatment exp.Grantee Eli Rogala,child Street 1008 E Missoula Ave City, State, Zip Belgrade, MT 59714Relationship None Amount 11,000Activity Monies provided to help with cancer treatment exp.Grantee Ethan Rector, child Street PO Box 4157 City, State, Zip Bozeman, MT 59772Relationship None Amount 6,000Activity Monies provided to help with cnacer treatment exp.Grantee Marren Russell, child Street 1657 MT Ellis Lane City, State, Zip Bozeman, MT 59715Relationship None Amount 5,000Activity Monies provided for cancer research Grantee Various charitable organizationbs Amount 10,000”
Description of other expenses Part I line 16
“Description AmountInsurance 1,414PO Box fee 146Software 1,572Website 20Business Registration Fee 20”
Description of other assets Part II line 24
“Category Beginning of Year End of Yearundeposited funds 1,625 3,469”
Raw XML Appendix165 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Pam Shrauger |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4065819537 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4855 South 3rd St |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BOZEMAN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59718 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 26405 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 31070 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 27289 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6509 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 670 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 28030 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 34539 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 37208 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 51000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 64497 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28030 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 34539 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28030 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 34539 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Pam Shrauger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Tobi Kirsch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Georgia Lukkes |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Courtney Schreiner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1625 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3469 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3172 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Financial support to cancer families |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Monies provided to Gallatin County MT families with a child diagnosed with cancer. Monies provided are for expenses incurred by family members related to the medical treatments |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 41000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 3146 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 34062 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MT |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 54842 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 61351 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.THEBOZEMAN3.ORG |
| IRS990ScheduleA/First5Years509Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 27289 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 96661 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 54525 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 15984 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 71094 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 265553 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 37208 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 30233 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 26061 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 52918 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 146420 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 411973 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 64497 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 126894 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 80586 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 68902 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 71094 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 411973 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 64497 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 126894 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 80586 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 68902 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 71094 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 411973 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Summer Fest |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Give Big |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 2,500Activity 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 4,000Activity Monies provided to help with cancer treatment exp.Grantee Walker Wagner,child Street 4570 McCafferty St City, State, Zip Bozeman, MT 59718Relationship None Amount 4,000Activity 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 4,000Activity 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 4,500Activity Monies provided to help with cancer treatment exp.Grantee Eli Rogala,child Street 1008 E Missoula Ave City, State, Zip Belgrade, MT 59714Relationship None Amount 11,000Activity Monies provided to help with cancer treatment exp.Grantee Ethan Rector, child Street PO Box 4157 City, State, Zip Bozeman, MT 59772Relationship None Amount 6,000Activity Monies provided to help with cnacer treatment exp.Grantee Marren Russell, child Street 1657 MT Ellis Lane City, State, Zip Bozeman, MT 59715Relationship None Amount 5,000Activity Monies provided for cancer research Grantee Various charitable organizationbs Amount 10,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountInsurance 1,414PO Box fee 146Software 1,572Website 20Business Registration Fee 20 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of Yearundeposited funds 1,625 3,469 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other assets Part II line 24 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 00 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Pamela Shrauger |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4065819537 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE BOZEMAN 3 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BOZE |
| ReturnHeader/Filer/EIN | 0 | 463536689 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 10722 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BOZEMAN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 59719 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 205518592 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Gallatin Valley Tax Services LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1105 Reeves Rd W Ste 900 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Bozeman |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 59718 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4065872525 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-05-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Margaret Schwalm |
| ReturnHeader/ReturnTs | 0 | 2022-05-13T17:13:49-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Pamela |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Shrauger |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $34,539
- Liabilities
- $0
- Net assets
- $34,539
- Revenue
- $61,351
- Expenses
- $54,842
- Net income
- $6,509