Civic Intelligence

Bozeman Rotary Foundation

990EZ • Fiscal year 2023 • EIN 47-4030982

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

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

(406) 580-3165

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-8.5%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

35th percentile

-7.0%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-47%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$52,821

Down $4,001 (-7.0%) from 2022

Net Assets

Down

$52,821

Down $1,971 (-3.6%) from 2022

Liabilities

Down

$0

Down $2,030 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin29th percentile

Revenue

Down

$23,253

Down $20,375 (-47%) from 2022

Expenses

Down

$25,224

Down $3,537 (-12%) from 2022

Net Income

Down

-$1,971

Down $16,838 (-113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$52,821
Liabilities$0
Net Assets$52,821
Open 2023 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

2023

Revenue$23,253
Expenses$25,224
Net Income-$1,971
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$68,927
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$19,872$25,897
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG METZGERPresident-$0--
MARY MACLEANPresident Elect-$0--
JACKIE VICKExec Sec/Direct-$0--
TODD WILLIAMSONTreasurer-$0--
PAM BREDBERGSergeant At Arm-$0--
CHRIS BUDESKIDirector-$0--
SUSAN GIBBDirector-$0--
JENNIFER WALSHDirector-$0--
KADE PETERSENDirector-$0--
JEFF VICKDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Event$25,157$24,313$23,068$1,245
Raffle$26,184$14,827-$14,827
Total Events$65,211$53,010$45,674$7,336
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
Mary Maclean
Title
President
Signed
2023-11-14
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: $15872”

Other Expenses.1002

“Office Expenses $91”

Other Expenses.1

“CHECK FRAUD $4999”

Other Expenses.3

“BAD DEBT $82”

Other Expenses.4

“LICENSES AND FEES $12”

Other Assets.1005

“Accounts Receivable - Beginning $2570 Accounts Receivable - Ending $4683”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2030 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix217 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/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM BREDBERG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER WALSH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JEFF VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXEC SEC/DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT ARM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02570
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04683
IRS990EZ/OtherExpensesTotalAmt05184
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY TO ASSIST BOZEMAN NOON ROTARY WITH CHARITABLE PROJECTS.
IRS990EZ/PrintingPublicationsPostageAmt0168
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045674
IRS990EZ/SpecialEventsNetIncomeLossAmt07336
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02030
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt025897
IRS990EZ/TotalRevenueAmt023253
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.BOZEMANNOONROTARY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0101550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0106710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0331463
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt019130
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt07497
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt026627
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92560
IRS990ScheduleA/PublicSupportPY509Pct00.89770
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015917
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0358090
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012201
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011357
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0844
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045674
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINE EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0270
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05133
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025157
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt024313
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053010
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07336
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt011391
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt011391
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023068
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt023068
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05812
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS | Cash Amount Given: $15872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHECK FRAUD $4999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAD DEBT $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSES AND FEES $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $2570 Accounts Receivable - Ending $4683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $2030 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MACLEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOZEMAN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0474030982
ReturnHeader/Filer/PhoneNum04065803165
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6133
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059771
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463057681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amatics CPA Group
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/ReturnTs02023-11-14T16:17:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACLEAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,821
Liabilities
$0
Net assets
$52,821
Revenue
$23,253
Expenses
$25,224
Net income
-$1,971
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