Civic Intelligence

Bozeman Rotary Foundation

990EZ • Fiscal year 2024 • EIN 47-4030982

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 22, 2024

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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-37%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$60,445

Up $7,624 (+14%) from 2023

Net Assets

Up

$60,128

Up $7,307 (+14%) from 2023

Liabilities

Up

$317

Up $317 from 2023

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin91st percentile

Revenue

Down

$14,583

Down $8,670 (-37%) from 2023

Expenses

Down

$7,276

Down $17,948 (-71%) from 2023

Net Income

Up

$7,307

Up $9,278 (+471%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2024

Assets$60,445
Liabilities$317
Net Assets$60,128
Open 2024 Filing

Operations Trend

Revenue Growth15th 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

2024

Revenue$14,583
Expenses$7,276
Net Income$7,307
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 22, 2024
Return Version
2023v5.1
Gross Receipts
$25,826
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-$14,584
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD WILLIAMSONTreasurer-$0--
MARY MACLEANPresident-$0--
JACKIE VICKExec Sec/Direct-$0--
PAM BREDBERGSergeant At Arm-$0--
CHRIS BUDESKIDirector-$0--
SUSAN GIBBDirector-$0--
JENNIFER WALSHSecretary-$0--
KADE PETERSENDirector-$0--
JEFF VICKDirector-$0--
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
2024-11-22
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

Other Revenue.1

“Check fraud recovery $2499”

Other Expenses.1

“BAD DEBT $900”

Other Expenses.2

“LICENSES AND FEES $28”

Other Assets.1005

“Accounts Receivable - Beginning $4683 Accounts Receivable - Ending $1295”

Total Liabilities.1

“PAYABLE TO CLUB - Beginning $0 PAYABLE TO CLUB - Ending $317”

Raw XML Appendix177 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0TAMMY BERG
IRS990EZ/BooksInCareOfDetail/PhoneNum04065803165
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6133
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059771
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt059150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011542
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07307
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052821
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IRS990EZ/FundraisingGrossIncomeAmt011785
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05948
IRS990EZ/GrossReceiptsAmt025826
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052821
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060128
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052821
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060128
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
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/PersonNm0TODD WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY MACLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM BREDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS BUDESKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSAN GIBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNIFER WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KADE PETERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEFF VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXEC SEC/DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SERGEANT AT ARM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04683
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01295
IRS990EZ/OtherExpensesTotalAmt0928
IRS990EZ/OtherRevenueTotalAmt02499
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY TO ASSIST BOZEMAN NOON ROTARY WITH CHARITABLE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014584
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011243
IRS990EZ/SpecialEventsNetIncomeLossAmt0542
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0317
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07276
IRS990EZ/TotalProgramServiceExpensesAmt014584
IRS990EZ/TotalRevenueAmt014583
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.BOZEMANNOONROTARY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0101550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0236295
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt019130
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt019130
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92510
IRS990ScheduleA/PublicSupportPY509Pct00.92560
IRS990ScheduleA/PublicSupportTotal509Amt0236295
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0101550
IRS990ScheduleA/Total509Grp/TotalAmt0236295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0101550
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0255425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHECK FRAUD RECOVERY $2499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BAD DEBT $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSES AND FEES $28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $4683 Accounts Receivable - Ending $1295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYABLE TO CLUB - Beginning $0 PAYABLE TO CLUB - Ending $317
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacquelyn C Vick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-22
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/ReturnTs02024-11-22T12:09:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,445
Liabilities
$317
Net assets
$60,128
Revenue
$14,583
Expenses
$7,276
Net income
$7,307
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