Civic Intelligence

Bozeman Education Association

EIN 81-0365571 • 501(c)6 • Bozeman, MT

Profile

Support of public education

3303 S 29th AveBozeman, MT 59718
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

61%

Higher net margin than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

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.

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

-2.5%

Faster revenue growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$176,696

Up $47,211 (+36%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$176,696

Up $47,211 (+36%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin97th percentile

Revenue

Down

$77,973

Down $2,002 (-2.5%) from 2022

Expenses

Down

$30,762

Down $44,109 (-59%) from 2022

Net Income

Up

$47,211

Up $42,107 (+825%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$200K$150K$100K$50K$0Assets 2011: $97,338Liabilities 2011: $02011Assets 2012: $96,192Liabilities 2012: $02012Assets 2013: $101,253Liabilities 2013: $02013Assets 2014: $107,210Liabilities 2014: $02014Assets 2015: $107,081Liabilities 2015: $02015Assets 2017: $112,984Liabilities 2017: $02017Assets 2018: $112,075Liabilities 2018: $0Net Assets 2018: $112,0752018Assets 2020: $152,031Liabilities 2020: $0Net Assets 2020: $152,0312020Assets 2021: $124,381Liabilities 2021: $0Net Assets 2021: $124,3812021Assets 2022: $129,485Liabilities 2022: $0Net Assets 2022: $129,4852022Assets 2023: $176,696Liabilities 2023: $0Net Assets 2023: $176,6962023

Highlighted filing

2023

Assets$176,696
Liabilities$0
Net Assets$176,696
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$200K$100K$0-$100KRevenue 2011: $84,093Expenses 2011: $61,942Net Income 2011: $22,1512011Revenue 2012: $62,689Expenses 2012: $63,835Net Income 2012: -$1,1462012Revenue 2013: $65,371Expenses 2013: $60,310Net Income 2013: $5,0612013Revenue 2014: $66,152Expenses 2014: $60,195Net Income 2014: $5,9572014Revenue 2015: $72,108Expenses 2015: $72,237Net Income 2015: -$1292015Revenue 2017: $73,151Expenses 2017: $74,688Net Income 2017: -$1,5372017Revenue 2018: $82,611Expenses 2018: $70,129Net Income 2018: $12,4822018Revenue 2020: $174,872Expenses 2020: $138,318Net Income 2020: $36,5542020Revenue 2021: $50,264Expenses 2021: $77,914Net Income 2021: -$27,6502021Revenue 2022: $79,975Expenses 2022: $74,871Net Income 2022: $5,1042022Revenue 2023: $77,973Expenses 2023: $30,762Net Income 2023: $47,2112023

Highlighted filing

2023

Revenue$77,973
Expenses$30,762
Net Income$47,211
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$176,696
Liabilities
$0
Net assets
$176,696
Revenue
$77,973
Expenses
$30,762
Net income
$47,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.78$0.31$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.80$0.75$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.50$0.78$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$1.75$1.38$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.83$0.70$0.12
2017Summary only. Only limited summary data is available for this year.$1.13$0.00$0.73$0.75$0.02
2015Summary only. Only limited summary data is available for this year.$1.07$0.00$0.72$0.72$0.00
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.66$0.60$0.06
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$0.65$0.60$0.05
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.63$0.64$0.01
2011Summary only. Only limited summary data is available for this year.$0.97$0.00$0.84$0.62$0.22
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 17, 2022
Return Version
2020v4.1
Gross Receipts
$50,264
Mission and Program Overview

Mission

Support of public education

Program Services

DescriptionGrantsExpenses
Provide support for educators and classrooms-$76,029
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tamira PhillipiPresidentFT$0--
Eric MatthewsVice PresidentPT$0--
Rachel ScrenarTreasurerPT$0--
Michelle SwinfordSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Bozeman Education Association
EIN
81-0365571
Address
3303 S 29th Ave, Bozeman, MT 59718

Signing Officer

Name
Rachel Screnar
Title
Officer
Phone
4065392933
Signed
2022-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Gallatin Valley Tax Services LLC
Address
1105 Reeves Rd W Ste 900, Bozeman, MT 59718
Preparer
Katherine J Olson
Phone
4065872525
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Support of Classrooms and Teachers Grantee Montana Professional Teachers FoundStreet 1232 E 6th Ave City, State, Zip Helena, MT 59601Amount 500”

Raw XML Appendix115 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/BenefitsPaidToOrForMembersAmt076029
IRS990EZ/BooksInCareOfDetail/PersonNm0Rachel Screnar Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum04065392933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03303 S 29th Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bozeman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0152031
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0124381
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050249
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27650
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0152031
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0124381
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt050264
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0152031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0124381
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0152031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0124381
IRS990EZ/OccupancyRentUtltsAndMaintAmt01185
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tamira Phillipi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eric Matthews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rachel Screnar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Michelle Swinford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PrimaryExemptPurposeTxt0Support of public education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide support for educators and classrooms
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076029
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077914
IRS990EZ/TotalProgramServiceExpensesAmt076029
IRS990EZ/TotalRevenueAmt050264
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Support of Classrooms and Teachers Grantee Montana Professional Teachers FoundStreet 1232 E 6th Ave City, State, Zip Helena, MT 59601Amount 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Screnar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04065392933
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bozeman Education Association
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0810365571
ReturnHeader/Filer/USAddress/AddressLine1Txt03303 S 29th Ave
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205518592
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gallatin Valley Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01105 Reeves Rd W Ste 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065872525
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine J Olson
ReturnHeader/ReturnTs02022-01-21T16:28:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rachel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Screnar
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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