Civic Intelligence

Montana Federation of Public Employees

990EZ • Fiscal year 2022 • EIN 81-0365571

Sep 01, 2021 to Aug 31, 2022 • Filed on Feb 13, 2023

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

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

4.1%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

59%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$129,485

Up $5,104 (+4.1%) from 2021

Net Assets

Up

$129,485

Up $5,104 (+4.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin58th percentile

Revenue

Up

$79,975

Up $29,711 (+59%) from 2021

Expenses

Down

$74,871

Down $3,043 (-3.9%) from 2021

Net Income

Up

$5,104

Up $32,754 (+118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2022

Assets$129,485
Liabilities$0
Net Assets$129,485
Open 2022 Filing

Operations Trend

Revenue Growth80th 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

2022

Revenue$79,975
Expenses$74,871
Net Income$5,104
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Gross Receipts
$79,975
Mission and Program Overview

Mission

Support of public education

Program Services

DescriptionGrantsExpenses
Provide support for educators--
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
2023-02-13
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 Teaching Foundation Amount 540”

Raw XML Appendix114 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/BenefitsPaidToOrForMembersAmt064687
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/BOYAmt0124381
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079961
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05104
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0124381
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129485
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0540
IRS990EZ/GrossReceiptsAmt079975
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0124381
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129485
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0124381
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129485
IRS990EZ/OccupancyRentUtltsAndMaintAmt08998
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/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of public education
IRS990EZ/PrintingPublicationsPostageAmt0396
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide support for educators
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074871
IRS990EZ/TotalRevenueAmt079975
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Support of Classrooms and Teachers Grantee Montana Teaching Foundation Amount 540
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/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Screnar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04065392933
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-13
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/PreparationDt02023-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine J Olson
ReturnHeader/ReturnTs02023-02-14T18:52:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Rachel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Screnar
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,485
Liabilities
$0
Net assets
$129,485
Revenue
$79,975
Expenses
$74,871
Net income
$5,104
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
2022Detailed filing. Detailed filing data is available for this year.$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