Civic Intelligence

Bozeman Rotary Foundation

EIN 47-4030982 • 501(c)3 • Bozeman, MT

Profile

Raise money to assist bozeman noon rotary with charitable projects.

PO Box 6133Bozeman, MT 59771

www.bozemannoonrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

55th percentile

0.2%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

54th percentile

2.2%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$52,982

Down $7,463 (-12%) from 2024

Liabilities

Up

$727

Up $410 (+129%) from 2024

Net Assets

Down

$52,255

Down $7,873 (-13%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin18th percentile

Revenue

Up

$24,277

Up $9,694 (+66%) from 2024

Expenses

Up

$32,150

Up $24,874 (+342%) from 2024

Net Income

Down

-$7,873

Down $15,180 (-208%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$150K$100K$50K$0Assets 2019: $143,180Liabilities 2019: $1,2292019Assets 2020: $16,308Liabilities 2020: $2,0292020Assets 2021: $41,955Liabilities 2021: $2,031Net Assets 2021: $39,9242021Assets 2022: $56,822Liabilities 2022: $2,030Net Assets 2022: $54,7922022Assets 2023: $52,821Liabilities 2023: $0Net Assets 2023: $52,8212023Assets 2024: $60,445Liabilities 2024: $317Net Assets 2024: $60,1282024Assets 2025: $52,982Liabilities 2025: $727Net Assets 2025: $52,2552025

Highlighted filing

2025

Assets$52,982
Liabilities$727
Net Assets$52,255
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2019: $121,325Expenses 2019: $20,536Net Income 2019: $100,7892019Revenue 2020: $110,047Expenses 2020: $237,719Net Income 2020: -$127,6722020Revenue 2021: $83,788Expenses 2021: $58,142Net Income 2021: $25,6462021Revenue 2022: $43,628Expenses 2022: $28,761Net Income 2022: $14,8672022Revenue 2023: $23,253Expenses 2023: $25,224Net Income 2023: -$1,9712023Revenue 2024: $14,583Expenses 2024: $7,276Net Income 2024: $7,3072024Revenue 2025: $24,277Expenses 2025: $32,150Net Income 2025: -$7,8732025

Highlighted filing

2025

Revenue$24,277
Expenses$32,150
Net Income-$7,873
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,982
Liabilities
$727
Net assets
$52,255
Revenue
$24,277
Expenses
$32,150
Net income
-$7,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.24$0.32$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.15$0.07$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.23$0.25$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$0.44$0.29$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.84$0.58$0.26
2020Summary only. Only limited summary data is available for this year.$0.16$0.02$1.10$2.38$1.28
2019Summary only. Only limited summary data is available for this year.$1.43$0.01$1.21$0.21$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$44,315
Mission and Program Overview

Mission

Raise money to assist bozeman noon rotary with charitable projects

Raise money to assist bozeman noon rotary with charitable projects.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND GRANTS$24,528$32,151
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS BUDESKITreasurer-$0--
MARY MACLEANImm. Past Pres.-$0--
JACKIE VICKPresident-$0--
PAM BREDBERGPres-Elec Nomin-$0--
LLOYD MANDEVILLESergeant At Arm-$0--
RAMONA MAROTZ-BADENDirector-$0--
LANCE DISSELDirector-$0--
JEFF VICKSecretary-$0--
KADE PETERSENDirector-$0--
SUSAN GREGORYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Event$20,395$19,660$270$19,390
Ag Dinner$11,750$11,750-$11,750
Total Events$32,145$31,410$19,416$11,994
Filing and Contact Details

Filer

Filer Name
Bozeman Rotary Foundation
EIN
47-4030982
Phone
4065803165
Address
PO BOX 6133, BOZEMAN, MT 59771

Signing Officer

Name
Jacquelyn C Vick
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Amatics CPA Group
Address
45 Discovery Drive, Bozeman, MT 59718
Preparer
Stacy Bateson
Phone
4064041925
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: VARIOUS | Cash Amount Given: $22328”

Other Expenses.1002

“Office Expenses $346”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4856”

Other Expenses.1

“BAD DEBT $1295”

Other Expenses.2

“Other program expense $455”

Other Assets.1005

“Accounts Receivable - Beginning $1295 Accounts Receivable - Ending $0”

Total Liabilities.1

“PAYABLE TO CLUB - Beginning $317 PAYABLE TO CLUB - Ending $727”

Raw XML Appendix213 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/Organization501c3Ind0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacquelyn C Vick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOZEMAN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0474030982
ReturnHeader/Filer/PhoneNum04065803165
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ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
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ReturnHeader/Filer/USAddress/ZIPCd059771
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463057681
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Discovery Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY BATESON
ReturnHeader/ReturnTs02025-11-13T08:50:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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