Civic Intelligence

Bozeman Rotary Foundation

990EZ • Fiscal year 2021 • EIN 47-4030982

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 02, 2021

Organization ProfileWWW.BOZEMANNOONROTARY.ORG
PO Box 6133Bozeman, MT 59771

(406) 586-0281

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

75th percentile

31%

Higher net margin than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

93rd percentile

157%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-24%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$41,955

Up $25,647 (+157%) from 2020

Net Assets

$39,924

No earlier filing loaded for comparison.

Liabilities

Up

$2,031

Up $2 (+0.1%) from 2020

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin75th percentile

Revenue

Down

$83,788

Down $26,259 (-24%) from 2020

Expenses

Down

$58,142

Down $179,577 (-76%) from 2020

Net Income

Up

$25,646

Up $153,318 (+120%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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

2021

Assets$41,955
Liabilities$2,031
Net Assets$39,924
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

2021

Revenue$83,788
Expenses$58,142
Net Income$25,646
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 2, 2021
Return Version
2020v4.0
Gross Receipts
$83,788
Mission and Program Overview

Mission

Raise money to assist bozeman noon rotary with charitable projects

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND GRANTS-$58,142
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN PATTERSONPresident-$0--
KRISTY BUCKLEYPresident El-$0--
JACKIE VICKSecretary-$0--
KEVIN HUBLEYTreasurer-$0--
LLOYD MANDEVILLESergeant At-$0--
GREG METZGERDirector-$0--
SUSAN GIBBDirector-$0--
DAVID DRISCOLLDirector-$0--
CHRIS BUDESKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bozeman Rotary Foundation
EIN
47-4030982
Phone
4065860281
Address
PO BOX 6133, BOZEMAN, MT 59771

Signing Officer

Name
Kristy Buckley
Title
President Elect
Phone
4065860281
Signed
2021-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Hubley Phillips & Williams Pllp
Address
1247 STONERIDGE DR, BOZEMAN, MT 59718
Preparer
Kevin M Hubley CPA
Phone
4065860281
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses scholarships/grants 58,060 supplies 62 dues 20 total 58,142”

Form 990-ez, Part II, Line 24

“Accounts receivable 500 1,500 total 500 1,500”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,030 2,031”

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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHN PATTERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1KRISTY BUCKLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2JACKIE VICK
CompensationExplanation/CompensationExplanationGrp/PersonNm3KEVIN HUBLEY
CompensationExplanation/CompensationExplanationGrp/PersonNm4LLOYD MANDEVILLE
CompensationExplanation/CompensationExplanationGrp/PersonNm5GREG METZGER
CompensationExplanation/CompensationExplanationGrp/PersonNm6SUSAN GIBB
CompensationExplanation/CompensationExplanationGrp/PersonNm7DAVID DRISCOLL
CompensationExplanation/CompensationExplanationGrp/PersonNm8CHRIS BUDESKI
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN HUBLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04065860281
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01247 STONERIDGE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015808
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040455
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt083788
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025646
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016308
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041955
IRS990EZ/GrossReceiptsAmt083788
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014278
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039924
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTY BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN HUBLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LLOYD MANDEVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GREG METZGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN GIBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID DRISCOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS BUDESKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01500
IRS990EZ/OtherExpensesTotalAmt058142
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY TO ASSIST BOZEMAN NOON ROTARY WITH CHARITABLE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058142
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02030
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02031
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058142
IRS990EZ/TotalProgramServiceExpensesAmt058142
IRS990EZ/TotalRevenueAmt083788
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOZEMANNOONROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0106710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0349018
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt07497
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt013615
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt021112
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94300
IRS990ScheduleA/PublicSupportPY509Pct00.92630
IRS990ScheduleA/PublicSupportTotal509Amt0349018
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0106710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019570
IRS990ScheduleA/Total509Grp/TotalAmt0349018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0120325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019570
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0370130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS/GRANTS 58,060 SUPPLIES 62 DUES 20 TOTAL 58,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 500 1,500 TOTAL 500 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,030 2,031
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTY BUCKLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065860281
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOZEMAN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0474030982
ReturnHeader/Filer/PhoneNum04065860281
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6133
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059771
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810511572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBLEY PHILLIPS & WILLIAMS PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01247 STONERIDGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065860281
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HUBLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-12T09:53:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCKLEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.

Open filing
Assets
$41,955
Liabilities
$2,031
Net assets
$39,924
Revenue
$83,788
Expenses
$58,142
Net income
$25,646
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