Civic Intelligence

Rotary International Bozeman Noon

EIN 81-0113925 • 501(c)4 • Bozeman, MT

Profile

Provide humanitarian services

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

86th percentile

0.27x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.29x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

93rd percentile

60%

Faster asset growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

89%

Faster revenue growth than 93% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$55,873

Up $20,913 (+60%) from 2024

Liabilities

Up

$15,294

Up $53 (+0.3%) from 2024

Net Assets

Up

$40,579

Up $20,860 (+106%) from 2024

Revenue

Up

$52,644

Up $24,800 (+89%) from 2024

Expenses

Down

$32,060

Down $5,885 (-16%) from 2024

Net Income

Up

$20,584

Up $30,685 (+304%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $69,667Liabilities 2012: $12,9902012Assets 2013: $73,799Liabilities 2013: $11,0062013Assets 2014: $57,681Liabilities 2014: $8,3402014Assets 2015: $67,985Liabilities 2015: $34,664Net Assets 2015: $33,3212015Assets 2016: $63,343Liabilities 2016: $32,189Net Assets 2016: $31,1542016Assets 2017: $67,645Liabilities 2017: $46,209Net Assets 2017: $21,4362017Assets 2018: $67,372Liabilities 2018: $39,629Net Assets 2018: $27,7432018Assets 2019: $48,917Liabilities 2019: $26,2822019Assets 2020: $30,180Liabilities 2020: $15,0062020Assets 2021: $27,698Liabilities 2021: $17,005Net Assets 2021: $10,6932021Assets 2022: $34,988Liabilities 2022: $17,157Net Assets 2022: $17,8312022Assets 2023: $44,515Liabilities 2023: $14,695Net Assets 2023: $29,8202023Assets 2024: $34,960Liabilities 2024: $15,241Net Assets 2024: $19,7192024Assets 2025: $55,873Liabilities 2025: $15,294Net Assets 2025: $40,5792025

Highlighted filing

2025

Assets$55,873
Liabilities$15,294
Net Assets$40,579

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $100,375Expenses 2012: $78,538Net Income 2012: $21,8372012Revenue 2013: $97,862Expenses 2013: $96,389Net Income 2013: $1,4732013Revenue 2014: $93,738Expenses 2014: $111,847Net Income 2014: -$18,1092014Revenue 2015: $77,755Expenses 2015: $78,775Net Income 2015: -$1,0202015Revenue 2016: $68,494Expenses 2016: $70,661Net Income 2016: -$2,1672016Revenue 2017: $65,016Expenses 2017: $74,734Net Income 2017: -$9,7182017Revenue 2018: $65,157Expenses 2018: $58,850Net Income 2018: $6,3072018Revenue 2019: $56,406Expenses 2019: $61,514Net Income 2019: -$5,1082019Revenue 2020: $42,843Expenses 2020: $50,307Net Income 2020: -$7,4642020Revenue 2021: $33,744Expenses 2021: $38,224Net Income 2021: -$4,4802021Revenue 2022: $52,658Expenses 2022: $45,970Net Income 2022: $6,6882022Revenue 2023: $49,092Expenses 2023: $37,103Net Income 2023: $11,9892023Revenue 2024: $27,844Expenses 2024: $37,945Net Income 2024: -$10,1012024Revenue 2025: $52,644Expenses 2025: $32,060Net Income 2025: $20,5842025

Highlighted filing

2025

Revenue$52,644
Expenses$32,060
Net Income$20,584

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.15$0.41$0.53$0.32$0.21
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.15$0.20$0.28$0.38$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.15$0.30$0.49$0.37$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.17$0.18$0.53$0.46$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.17$0.11$0.34$0.38$0.04
2020Summary only. Only limited summary data is available for this year.$0.30$0.15$0.43$0.50$0.07
2019Summary only. Only limited summary data is available for this year.$0.49$0.26$0.56$0.62$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.40$0.28$0.65$0.59$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.46$0.21$0.65$0.75$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.32$0.31$0.68$0.71$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.35$0.33$0.78$0.79$0.01
2014Summary only. Only limited summary data is available for this year.$0.58$0.08$0.94$1.12$0.18
2013Summary only. Only limited summary data is available for this year.$0.74$0.11$0.98$0.96$0.01
2012Summary only. Only limited summary data is available for this year.$0.70$0.13$1.00$0.79$0.22
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$49,885
Mission and Program Overview

Mission

Provide humanitarian services

Program Services

DescriptionGrantsExpenses
PROVIDE BENEFIT TO THE GENERAL COMMUNITY; SERVES LESS THAN 500 AND ISSUES NO PUBLICATIONS.$3,291$37,103
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$22,240$22,240$793$21,447
Total Events$22,240$22,240$793$21,447
Filing and Contact Details

Filer

Filer Name
Rotary International Bozeman Noon
EIN
81-0113925
Phone
4065860281
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

Other Expenses.1001

Advertising and Promotion $190

Other Expenses.1002

Office Expenses $603

Other Expenses.1007

Conferences, Conventions, and Meetings $23296

Other Expenses.1

DUES $7670

Other Expenses.2

STORAGE RENTAL $616

Other Expenses.3

MISC $593

Other Expenses.5

AWARDS $180

Other Assets.1005

Accounts Receivable - Beginning $7770 Accounts Receivable - Ending $6603

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $17157 Accounts Payable and Accrued Expenses - Ending $14695

Raw XML Appendix172 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/PersonNm0TODD WILLIAMSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04065803165
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6133
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0597716133
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027218
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037912
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027645
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011989
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0469
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034988
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044515
IRS990EZ/FundraisingGrossIncomeAmt022240
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03291
IRS990EZ/GrossReceiptsAmt049885
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017831
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029820
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017831
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029820
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTY BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG METZGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY MACLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM BREDBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TODD WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SUSAN GIBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHIS BUDESKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JENNIFER WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KADE PETERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEFF VICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXEC SEC/DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SERGEANT AT ARM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07770
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06603
IRS990EZ/OtherExpensesTotalAmt033148
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HUMANITARIAN SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0195
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03291
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037103
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0793
IRS990EZ/SpecialEventsNetIncomeLossAmt021447
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017157
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014695
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037103
IRS990EZ/TotalProgramServiceExpensesAmt037103
IRS990EZ/TotalRevenueAmt049092
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bozemannoonrotary.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0793
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022240
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022240
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021447
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0793
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $23296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES $7670
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORAGE RENTAL $616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC $593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AWARDS $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $7770 Accounts Receivable - Ending $6603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $17157 Accounts Payable and Accrued Expenses - Ending $14695
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0810113925
ReturnHeader/Filer/PhoneNum04065860281
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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/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY BATESON
ReturnHeader/ReturnTs02023-11-14T16:17:14-08:00
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.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits