Civic Intelligence

Montana Federation of Public Employees

990EZ • Fiscal year 2021 • EIN 81-0365571

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 17, 2022

Organization Profile
3303 S 29th AveBozeman, MT 59718

(406) 539-2933

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.00x

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-18%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-71%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$124,381

Down $27,650 (-18%) from 2020

Net Assets

Down

$124,381

Down $27,650 (-18%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin8th percentile

Revenue

Down

$50,264

Down $124,608 (-71%) from 2020

Expenses

Down

$77,914

Down $60,404 (-44%) from 2020

Net Income

Down

-$27,650

Down $64,204 (-176%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2021

Assets$124,381
Liabilities$0
Net Assets$124,381
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$50,264
Expenses$77,914
Net Income-$27,650
Open 2021 Filing
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 Pay72nd 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,381
Liabilities
$0
Net assets
$124,381
Revenue
$50,264
Expenses
$77,914
Net income
-$27,650
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