Civic Intelligence

Nami-Bozeman

990EZ • Fiscal year 2014 • EIN 47-1939716

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 02, 2015

745 Mary RoadBozeman, MT 59718-8595

(406) 585-8959

Siviq Scores

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

Liabilities / Assets

76th percentile

0.10x

Higher debt load relative to assets than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.10x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$69,121

No earlier filing loaded for comparison.

Net Assets

$62,426

No earlier filing loaded for comparison.

Liabilities

$6,695

No earlier filing loaded for comparison.

Revenue

$70,099

No earlier filing loaded for comparison.

Expenses

$7,673

No earlier filing loaded for comparison.

Net Income

$62,426

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $69,121Liabilities 2014: $6,695Net Assets 2014: $62,4262014

Highlighted filing

2014

Assets$69,121
Liabilities$6,695
Net Assets$62,426

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2014: $70,099Expenses 2014: $7,673Net Income 2014: $62,4262014

Highlighted filing

2014

Revenue$70,099
Expenses$7,673
Net Income$62,426
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 2, 2015
Return Version
2014v5.0
Gross Receipts
$70,099
Mission and Program Overview

Mission

The Objectives of the CSAA are to insure that care provided to individuals with mental disabilities in (Central) Montana

Nami-bozeman is dedicated to the understanding and eradication of serious mental illness and to the improvement of the quality of life of those whose lives are affected by these diseases.

Program Services

DescriptionGrantsExpenses
COMMUNITY SUPPORT AND EDUCATION FOR MENTAL ILLNESS.$0$4,193
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS PELUSOPresident-$0--
MONICA SHOUSETreasurer/Secretary-$0--
DOROTHY ECKDirector-$0--
GERRY JOHNSONDirector-$0--
GARY POPIELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Nami Bozeman
EIN
47-1939716
Phone
4065858959
Address
745 MARY ROAD, BOZEMAN, MT 59718-8595

Signing Officer

Name
Thomas Peluso
Title
President
Phone
4065858959
Signed
2015-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
PO BOX 20435, BILLINGS, MT 59104-0435
Preparer
Heather Walstad
Phone
4062455136
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 9.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: education. Amount: 1,979. Description: community support. Amount: 2,214. Description: meetings and conferences. Amount: 24. Description: office expense. Amount: 37. Total to form 990-ez, line 16: 4,254.

Form 990-ez Page 1 Line 1

Nami-bozeman had an initial start up contribution in 2014 received from a nami affiliate. Going forward, annual gross receipts are expected to be well below the $50,000 filing threshhold, and the organization will not be required to file a 990-ez.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: assets held for others. Beg. Of year amount: 0. End of year amount: 6,695.

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MONICA SHOUSE
IRS990EZ/BooksInCareOfDetail/PhoneNum04065858959
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0745 MARY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0597188595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt070090
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt062426
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03419
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069121
IRS990EZ/GrossReceiptsAmt070099
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062426
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062426
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS PELUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA SHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOROTHY ECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GERRY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GARY POPIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04254
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0NAMI-BOZEMAN IS DEDICATED TO THE UNDERSTANDING AND ERADICATION OF SERIOUS MENTAL ILLNESS AND TO THE IMPROVEMENT OF THE QUALITY OF LIFE OF THOSE WHOSE LIVES ARE AFFECTED BY THESE DISEASES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SUPPORT AND EDUCATION FOR MENTAL ILLNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04193
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06695
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07673
IRS990EZ/TotalProgramServiceExpensesAmt04193
IRS990EZ/TotalRevenueAmt070099
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt070090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt070090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070090
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt070090
IRS990ScheduleA/TotalSupportAmt070099
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EDUCATION. AMOUNT: 1,979. DESCRIPTION: COMMUNITY SUPPORT. AMOUNT: 2,214. DESCRIPTION: MEETINGS AND CONFERENCES. AMOUNT: 24. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 37. TOTAL TO FORM 990-EZ, LINE 16: 4,254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NAMI-BOZEMAN HAD AN INITIAL START UP CONTRIBUTION IN 2014 RECEIVED FROM A NAMI AFFILIATE. GOING FORWARD, ANNUAL GROSS RECEIPTS ARE EXPECTED TO BE WELL BELOW THE $50,000 FILING THRESHHOLD, AND THE ORGANIZATION WILL NOT BE REQUIRED TO FILE A 990-EZ.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ASSETS HELD FOR OTHERS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,695.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ PAGE 1 LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS PELUSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065858959
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAMI BOZEMAN
ReturnHeader/Filer/BusinessNameControlTxt0NAMI
ReturnHeader/Filer/EIN0471939716
ReturnHeader/Filer/PhoneNum04065858959
ReturnHeader/Filer/USAddress/AddressLine1Txt0745 MARY ROAD
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0597188595
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20435
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0591040435
ReturnHeader/PreparerPersonGrp/PhoneNum04062455136
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER WALSTAD
ReturnHeader/ReturnTs02015-03-05T09:28:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$69.1$6.70$62.4$70.1$7.67$62.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits