Civic Intelligence

Montana Federation of Public Employees

990EZ • Fiscal year 2018 • EIN 81-0365571

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 08, 2019

Organization Profile
3538 Tumbleweed DrBozeman, MT 59718

(406) 539-2933

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$1,500

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$112,075

Down $909 (-0.8%) from 2017

Net Assets

$112,075

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin77th percentile

Revenue

Up

$82,611

Up $9,460 (+13%) from 2017

Expenses

Down

$70,129

Down $4,559 (-6.1%) from 2017

Net Income

Up

$12,482

Up $14,019 (+912%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$112,075
Liabilities$0
Net Assets$112,075
Open 2018 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$82,611
Expenses$70,129
Net Income$12,482
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 8, 2019
Return Version
2017v2.2
Gross Receipts
$82,611
Mission and Program Overview

Mission

Support of public education

Support of putlic education

Program Services

DescriptionGrantsExpenses
Sending educators to professional conferences-$5,592
Funding student scholarships-$1,500
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tamira PhillipiPresidentFT$1,500-$1,500
Eric MatthewsVice PresidentPT$1,500-$1,500
Rachel ScrenarTreasurerPT$1,500-$1,500
Bethany SpamgeloSecretaryPT$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Bozeman Education Association
EIN
81-0365571
Address
3538 Tumbleweed Dr, Bozeman, MT 59718

Signing Officer

Name
Rachel Screnar
Title
Treasurer
Phone
4065392933
Signed
2019-01-08
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 Worthy Student Scholarship Fund Relationship None Amount 1,500”

Description of other expenses Part I line 16

“Description AmountBargaining Support 20Travel 1,773Conferences 5,592Rep Meeting 1,692Office 1,921Website 186Social Activities 2,124Supplies 27Membership Drive 400Donations 1,092”

Raw XML Appendix127 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/PersonNm0Rachel Screnar Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum04065392933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03538 Tumbleweed Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bozeman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099593
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112075
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011907
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0320
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099593
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112075
IRS990EZ/FundraisingGrossIncomeAmt0474
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt082611
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt086
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070144
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099593
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112075
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099593
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112075
IRS990EZ/OccupancyRentUtltsAndMaintAmt0767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31500
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/PersonNm3Bethany Spamgelo
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/OtherExpensesTotalAmt014827
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of putlic education
IRS990EZ/PrintingPublicationsPostageAmt021
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sending educators to professional conferences
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Funding student scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05592
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt052694
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt0474
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070129
IRS990EZ/TotalProgramServiceExpensesAmt07092
IRS990EZ/TotalRevenueAmt082611
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Worthy Student Scholarship Fund Relationship None Amount 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBargaining Support 20Travel 1,773Conferences 5,592Rep Meeting 1,692Office 1,921Website 186Social Activities 2,124Supplies 27Membership Drive 400Donations 1,092
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Screnar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04065392933
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bozeman Education Association
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0810365571
ReturnHeader/Filer/USAddress/AddressLine1Txt03538 Tumbleweed Dr
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071ADA6AC76F5F0F01B0710B077F369F87E6BE7B1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId071ADA6AC76F5F0F01B0710B077F369F87E6BE7B1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08103702019008cecpucc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-01-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.144.241.10
ReturnHeader/FilingSecurityInformation/IPDt02019-01-08
ReturnHeader/FilingSecurityInformation/IPTm014:23:27
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/PreparationDt02019-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine J Olson
ReturnHeader/ReturnTs02019-01-08T14:21:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,075
Liabilities
$0
Net assets
$112,075
Revenue
$82,611
Expenses
$70,129
Net income
$12,482
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