Civic Intelligence

Bozeman Rotary Foundation

990EZ • Fiscal year 2022 • EIN 47-4030982

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 16, 2022

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

0.04x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

35%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-48%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$56,822

Up $14,867 (+35%) from 2021

Net Assets

Up

$54,792

Up $14,868 (+37%) from 2021

Liabilities

Down

$2,030

Down $1 (-0.0%) from 2021

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin82nd percentile

Revenue

Down

$43,628

Down $40,160 (-48%) from 2021

Expenses

Down

$28,761

Down $29,381 (-51%) from 2021

Net Income

Down

$14,867

Down $10,779 (-42%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2022

Assets$56,822
Liabilities$2,030
Net Assets$54,792
Open 2022 Filing

Operations Trend

Revenue Growth12th 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

2022

Revenue$43,628
Expenses$28,761
Net Income$14,867
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 16, 2022
Return Version
2021v4.0
Gross Receipts
$75,819
Mission and Program Overview

Mission

Raise money to assist bozeman noon rotary with charitable projects

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND GRANTS-$28,761
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTY BUCKLEYPresident-$0--
GREG METZGERPresident El-$0--
JACKIE VICKSecretary-$0--
KEVIN HUBLEYTreasurer-$0--
PAM BREDBERGSergeant At-$0--
SUSAN GIBBDirector-$0--
CHRIS BUDESKIDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Event$39,471$39,471$26,472$12,999
Ag Dinner$12,850$12,850$5,719$7,131
Total Events$52,321$52,321$32,191$20,130
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
Greg Metzger
Title
President Elect
Phone
4065860281
Signed
2022-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Hpw Cpas & Advisors 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 28,678 supplies 83 total 28,761”

Form 990-ez, Part II, Line 24

“Accounts receivable 1,500 2,570 total 1,500 2,570”

Form 990-ez, Part II, Line 26

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

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
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/BOYAmt040455
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054252
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023498
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014867
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041955
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056822
IRS990EZ/FundraisingGrossIncomeAmt052321
IRS990EZ/GrossReceiptsAmt075819
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039925
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054792
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039925
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054792
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTY BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG METZGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN HUBLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM BREDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN GIBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02570
IRS990EZ/OtherExpensesTotalAmt028761
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY TO ASSIST BOZEMAN NOON ROTARY WITH CHARITABLE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028761
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032191
IRS990EZ/SpecialEventsNetIncomeLossAmt020130
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02030
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02030
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028761
IRS990EZ/TotalProgramServiceExpensesAmt028761
IRS990EZ/TotalRevenueAmt043628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BOZEMANNOONROTARY.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0101550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0106710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0352946
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt019130
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt07497
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt013615
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt040242
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89770
IRS990ScheduleA/PublicSupportPY509Pct00.94300
IRS990ScheduleA/PublicSupportTotal509Amt0352946
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037400
IRS990ScheduleA/Total509Grp/TotalAmt0352946
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109047
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037400
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0393188
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032191
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AG DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052321
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039471
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052321
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020130
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032191
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026472
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCHOLARSHIPS/GRANTS 28,678 SUPPLIES 83 TOTAL 28,761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 1,500 2,570 TOTAL 1,500 2,570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,030 2,030
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/PersonNm0GREG METZGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum04065860281
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-16
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/BusinessNameLine1Txt0HPW CPAS & ADVISORS PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01247 STONERIDGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065860281
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M HUBLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-13T12:52:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCKLEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,822
Liabilities
$2,030
Net assets
$54,792
Revenue
$43,628
Expenses
$28,761
Net income
$14,867
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