Civic Intelligence

Bozeman Public Library Foundation Inc.

990 • Fiscal year 2013 • EIN 81-0405940

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileBOZEMANLIBRARYFOUNDATION.ORG
626 East Main Street59715

(406) 582-2400

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

63rd percentile

$76,650

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,531,486

Up $363,608 (+11%) from 2012

Net Assets

Up

$3,524,642

Up $362,420 (+11%) from 2012

Liabilities

Up

$6,844

Up $1,188 (+21%) from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin92nd percentile

Revenue

$544,219

No earlier filing loaded for comparison.

Expenses

Up

$250,532

Up $34,297 (+16%) from 2012

Net Income

$293,687

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$10M$5.0M$0Assets 2010: $2,956,735Liabilities 2010: $1,720Net Assets 2010: $2,955,0152010Assets 2011: $2,939,771Liabilities 2011: $4,250Net Assets 2011: $2,935,5212011Assets 2012: $3,167,878Liabilities 2012: $5,656Net Assets 2012: $3,162,2222012Assets 2013: $3,531,486Liabilities 2013: $6,844Net Assets 2013: $3,524,6422013Assets 2014: $3,545,326Liabilities 2014: $4,121Net Assets 2014: $3,541,2052014Assets 2015: $3,739,695Liabilities 2015: $1,244Net Assets 2015: $3,738,4512015Assets 2016: $3,806,780Liabilities 2016: $5,961Net Assets 2016: $3,800,8192016Assets 2017: $4,278,188Liabilities 2017: $100,021Net Assets 2017: $4,178,1672017Assets 2018: $4,215,785Liabilities 2018: $79,162Net Assets 2018: $4,136,6232018Assets 2019: $4,689,242Liabilities 2019: $26,837Net Assets 2019: $4,662,4052019Assets 2020: $5,401,232Liabilities 2020: $48,329Net Assets 2020: $5,352,9032020Assets 2021: $7,822,756Liabilities 2021: $20,065Net Assets 2021: $7,802,6912021Assets 2022: $6,279,027Liabilities 2022: $19,000Net Assets 2022: $6,260,0272022Assets 2023: $7,422,934Liabilities 2023: $22,871Net Assets 2023: $7,400,0632023Assets 2024: $8,131,634Liabilities 2024: $20,785Net Assets 2024: $8,110,8492024

Highlighted filing

2013

Assets$3,531,486
Liabilities$6,844
Net Assets$3,524,642
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $555,0142010Expenses 2011: $218,1712011Expenses 2012: $216,2352012Revenue 2013: $544,219Expenses 2013: $250,532Net Income 2013: $293,6872013Revenue 2014: $288,232Expenses 2014: $240,643Net Income 2014: $47,5892014Revenue 2015: $621,276Expenses 2015: $292,855Net Income 2015: $328,4212015Revenue 2016: $366,613Expenses 2016: $396,493Net Income 2016: -$29,8802016Revenue 2017: $832,415Expenses 2017: $566,488Net Income 2017: $265,9272017Revenue 2018: $943,314Expenses 2018: $492,019Net Income 2018: $451,2952018Revenue 2019: $504,286Expenses 2019: $457,968Net Income 2019: $46,3182019Revenue 2020: $1,000,025Expenses 2020: $487,865Net Income 2020: $512,1602020Revenue 2021: $3,313,935Expenses 2021: $952,934Net Income 2021: $2,361,0012021Revenue 2022: $1,632,743Expenses 2022: $2,446,482Net Income 2022: -$813,7392022Revenue 2023: $3,563,642Expenses 2023: $2,902,774Net Income 2023: $660,8682023Revenue 2024: $1,467,452Expenses 2024: $692,052Net Income 2024: $775,4002024

Highlighted filing

2013

Revenue$544,219
Expenses$250,532
Net Income$293,687
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$2,468,158
Mission and Program Overview

Mission

The foundation's mission is two-fold. We seek to increase and enhance the quality of services, programs, and community events offered by the bozeman public library, benefiting the residents and communities it serves. The foundation also supports and advocates for private and public support of the library, acting as a catalyst for attracting private funding from individuals, businesses, organizations, and foundations while working to reinforce overall public support for the library.

The foundation seeks to increase and enhance the quality of services, programs, and community events offered by the bozeman public library, benefiting the residents and communities it serves, while advocating for private and public support of the library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,027,489$3,387,816▲ $360,327
Cash and Non-Interest-Bearing Accounts$31,560$72,461▲ $40,901
Savings and Temporary Cash Investments$28,682$23,374▼ $5,308
Inventories for Sale or Use$662--
Land, Buildings, and Equipment, Net$998$622▼ $376
Pledges and Grants Receivable$36,268$382▼ $35,886
Prepaid Expenses and Deferred Charges$221$110▼ $111
Total Assets$3,167,878$3,531,486▲ $363,608
Other Assets Total$41,998$46,721▲ $4,723
Liabilities
Accounts Payable and Accrued Expenses$5,656$6,844▲ $1,188
Total Liabilities$5,656$6,844▲ $1,188
Net Assets / Fund Balance
Unrestricted Net Assets$2,998,568$3,360,988▲ $362,420
Permanently Rstr Net Assets$163,654$163,654→ $0
Total Net Assets Fund Balance$3,162,222$3,524,642▲ $362,420
Total Liabilities and Net Assets / Fund Balance$3,167,878$3,531,486▲ $363,608

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$622$6,666$7,288
Other Securities$2,499--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$163,654---$163,654
2012$163,654---$163,654
2011$163,654---$163,654
2010$163,654---$163,654
2009$163,654---$163,654
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paula BeswickExecutive DirectorFT$76,650$76,650

Board Members and Trustees

NameTitle
Loren ActonPresident
Denise MalloyVice President
Al KesselheimDirector
Christopher MeyerDirector
Debra RedburnDirector
Diana BlankDirector
Gary BishopDirector
Leslie McclearyDirector
Michael MccormickDirector
Rob WatsonDirector
Daryl HenningSecretary
Vikki Leuschen FranksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$159,354
Program Service Revenue
$0
Investment Income
$381,088
Other Revenue
$3,777
All Other Contributions
$142,136
Change in Net Assets
$293,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,740
Salaries, Compensation, and Employee Benefits$103,792
Total Fundraising Expense$20,635
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$38,325$19,163$19,163$76,651
Other Salaries and Wages$19,046--$19,046
All Other Expenses$10,797$6,813-$17,610
Office Expenses$2,939$13,581-$16,520
Insurance-$13,952-$13,952
Payroll Taxes$4,415$2,208$1,472$8,095
Other Expenses$4,749$6,638-$6,638
Fees for Services Accounting-$6,371-$6,371
Advertising$430$5,262-$5,692
Conferences and Meetings-$4,980-$4,980
Travel$500$120-$620
Occupancy$600--$600
Depreciation Depletion-$376-$376
Total Functional Expenses$109,645$120,252$20,635$250,532
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,537
Fundraising Gross Income$10,511
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$27,729$10,511$11,537$-1,026
Total Events$27,729$10,511$11,537$-1,026
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the treasurer and the president of the board before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The board is required to sign and review the conflict of interest policy yearly.”

Form 990, Part VI, Section B, Line 15

“The executive committee conducts an annual review of the foundation director, consisting of a thorough questionnaire given to the director, library staff, friends of the library, foundation directors, as well as outside partners. They meet as a committee to discuss the evaluation and compensation package before making a recommendation to the full board. The full board then has a discussion before determining any changes in compensation.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and the financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
81-0405940
Phone
4065822400

Signing Officer

Name
Denise Malloy
Title
Vice President
Phone
4065822426
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Malloy
Formed
1998
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
52

Preparer

Preparer
Kyla Q Stafford
Phone
4065566160
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The intention of the endowment funds is to provide a predictable stream of funding to operations.”

Raw XML AppendixShowing 400 of 486 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05656
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06844
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION SEEKS TO INCREASE AND ENHANCE THE QUALITY OF SERVICES, PROGRAMS, AND COMMUNITY EVENTS OFFERED BY THE BOZEMAN PUBLIC LIBRARY, BENEFITING THE RESIDENTS AND COMMUNITIES IT SERVES, WHILE ADVOCATING FOR PRIVATE AND PUBLIC SUPPORT OF THE LIBRARY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05262
IRS990/AdvertisingGrp/ProgramServicesAmt0430
IRS990/AdvertisingGrp/TotalAmt05692
IRS990/AllOtherContributionsAmt0142136
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06813
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010797
IRS990/AllOtherExpensesGrp/TotalAmt017610
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10BOZEMAN PUBLIC LIBRARY FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum04065822425
IRS990/BooksInCareOfDetail/USAddress/AddressLine10626 EAST MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/City0BOZEMAN
IRS990/BooksInCareOfDetail/USAddress/State0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode059715
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt031560
IRS990/CashNonInterestBearingGrp/EOYAmt072461
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt019163
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt019163
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt038325
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt076651
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04980
IRS990/ConferencesMeetingsGrp/TotalAmt04980
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt017218
IRS990/CostOfGoodsSoldAmt04761
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0159354
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0381088
IRS990/CYOtherExpensesAmt0146740
IRS990/CYOtherRevenueAmt03777
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0293687
IRS990/CYSalariesCompEmpBnftPaidAmt0103792
IRS990/CYTotalExpensesAmt0250532
IRS990/CYTotalFundraisingExpenseAmt020635
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0544219
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0376
IRS990/DepreciationDepletionGrp/TotalAmt0376
IRS990/Desc0EXPLORING THE ARTS: INTERACTIVE/EDUCATIONAL SERIES TO BRING FREE ARTS AND CULTURAL PROGRAMS TO THE COMMUNITY. SERVED CLOSE TO 1200 PEOPLE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt014391
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06371
IRS990/FeesForServicesAccountingGrp/TotalAmt06371
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0VIKKI LEUSCHEN FRANKS
IRS990/Form990PartVIISectionAGrp/PersonNm1LOREN ACTON
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANA BLANK
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm4LESLIE MCCLEARY
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBRA REDBURN
IRS990/Form990PartVIISectionAGrp/PersonNm6AL KESSELHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL MCCORMICK
IRS990/Form990PartVIISectionAGrp/PersonNm8ROB WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm9DARYL HENNING
IRS990/Form990PartVIISectionAGrp/PersonNm10DENISE MALLOY
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRISTOPHER MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm12PAULA BESWICK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1276650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt017218
IRS990/FundraisingDirectExpensesAmt011537
IRS990/FundraisingGrossIncomeAmt010511
IRS990/GainOrLossGrp/SecuritiesAmt0301914
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02209555
IRS990/GrossReceiptsAmt02468158
IRS990/GrossSalesOfInventoryAmt09564
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt013952
IRS990/InsuranceGrp/TotalAmt013952
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0662
IRS990/InvestmentExpenseAmt0-21421
IRS990/InvestmentIncomeGrp/ExclusionAmt079174
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079174
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03027489
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03387816
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06666
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0998
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0622
IRS990/LandBldgEquipCostOrOtherBssAmt07288
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01907641
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION SEEKS TO INCREASE AND ENHANCE THE QUALITY OF SERVICES, PROGRAMS, AND COMMUNITY EVENTS OFFERED BY THE BOZEMAN PUBLIC LIBRARY, BENEFITING THE RESIDENTS AND COMMUNITIES IT SERVES, WHILE ADVOCATING FOR PRIVATE AND PUBLIC SUPPORT OF THE LIBRARY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03162222
IRS990/NetAssetsOrFundBalancesEOYAmt03524642
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0301914
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0301914
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1026
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1026
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt04803
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt04803
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt090154
IRS990/NoncashContributionsAmt022088
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/ProgramServicesAmt0600
IRS990/OccupancyGrp/TotalAmt0600
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013581
IRS990/OfficeExpensesGrp/ProgramServicesAmt02939
IRS990/OfficeExpensesGrp/TotalAmt016520
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041998
IRS990/OtherAssetsTotalGrp/EOYAmt046721
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1ARTIST/CONSULTING FEES
IRS990/OtherExpensesGrp/Desc2MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036268
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23366
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36638
IRS990/OtherExpensesGrp/ProgramServicesAmt027844
IRS990/OtherExpensesGrp/ProgramServicesAmt14749
IRS990/OtherExpensesGrp/TotalAmt036268
IRS990/OtherExpensesGrp/TotalAmt128998
IRS990/OtherExpensesGrp/TotalAmt28115
IRS990/OtherExpensesGrp/TotalAmt36638
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019046
IRS990/OtherSalariesAndWagesGrp/TotalAmt019046
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01472
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02208
IRS990/PayrollTaxesGrp/ProgramServicesAmt04415
IRS990/PayrollTaxesGrp/TotalAmt08095
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0163654
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0163654
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt036268
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0382
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0221
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0110
IRS990/PrincipalOfficerNm0DENISE MALLOY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ONE BOOK - ONE BOZEMAN - COMMUNITY READ PARTNERSHIP WITH MONTANA STATE UNIVERSITY, LOCAL BUSINESSES, THE BOZEMAN SCHOOL DISTRICT AND BOZEMAN LIBRARY. SERVED OVER 3100.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021744
IRS990/ProgSrvcAccomActy3Grp/Desc0CHILDREN'S FESTIVAL OF THE BOOK: MODELED AFTER THE SUCCESSFUL MONTANA FESTIVAL OF THE BOOK, THE CHILDREN'S FESTIVAL OF THE BOOK IS A SMALLER, ONE-DAY FESTIVAL, OFFERING AN IN-DEPTH LOOK INTO CHILDREN'S LITERATURE-THE READING AND ENJOYMENT OF IT, THE WRITING AND PUBLISHING PROCESS, THE WONDER AND DISCOVERY OF GOOD STORIES, THE THRILL OF LANGUAGE-EXPOSING A NEW GENERATION, CAREGIVERS, AND EDUCATORS TO PUBLISHED AUTHORS AND OTHERS DEVOTED TO BOOKS AND READING. 883 KIDS AND ADULTS WERE SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017741
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CREATIVE WORKSHOPS: FREE PROGRAMS OFFERED TO OLDER ELEMENTARY AND MIDDLE SCHOOL STUDENTS DURING THE MONTH OF AUGUST. THE 23 WORKSHOPS ENABLED KIDS TO PARTICIPATE IN EXPERIENCES THAT MAY NOT BE AFFORDABLE FOR MANY FAMILIES. THE WORKSHOPS GIVE KIDS CREATIVE OUTLETS WHEN THERE ARE NOT MANY ACTIVITIES AVAILABLE IN BOZEMAN. OVER 270 KIDS WERE SERVED.ARTIST RECEPTIONS: SIX OPENING RECEPTIONS WERE HELD FOR LOCAL ARTISTS WHOSE WORKS WERE EXHIBITED IN THE BOZEMAN PUBLIC LIBRARY'S ATRIUM GALLERY.CINEMA CIRCUS WEST: ONE-DAY EVENT FOR FAMILIES WITH TWO SHOWINGS OF FILM SHORTS FOR KIDS WITH AN INTERACTIVE CIRCUS IN BETWEEN. PROVIDES EDUCATIONAL INFORMATION AND CRAFTS PERTAINING TO THE CRAFT OF FILM, SPONSORED IN PART BY BOZEMAN FILM FESTIVAL.OTHER PROGRAMS: ARTIST IN RESIDENCE, AUTHOR TALKS, SUMMER MUSIC SERIES, NOON NOTES, SENIOR OUTREACH, COLLEGE PREP WORKSHOPS, YOGA FOR ALL, READINGS, AND OTHER MISCELLANEOUS PROGRAMS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt055769
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt090766
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0135365
IRS990/PYOtherExpensesAmt0114057
IRS990/PYOtherRevenueAmt01013
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010909
IRS990/PYSalariesCompEmpBnftPaidAmt0102178
IRS990/PYTotalExpensesAmt0216235
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0227144
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0293687
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028682
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0159354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt090766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0262205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0240227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0256429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01008981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt079174
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0128522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt088739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt084199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt076748
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0457382
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt039196
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68810
IRS990ScheduleA/PublicSupportPY170Pct00.72220
IRS990ScheduleA/PublicSupportTotal170Amt01008981
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0159354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt090766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0262205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0240227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0256429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01008981
IRS990ScheduleA/TotalSupportAmt01466363
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0163654
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0163654
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0163654
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0163654
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0163654
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0163654
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0163654
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0163654
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0163654
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0163654
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0622
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06666
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07288
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03158400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1226917
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22499
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/Desc2STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENTION OF THE ENDOWMENT FUNDS IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0622
IRS990ScheduleD/TotalBookValueSecuritiesAmt03387816
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017218
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017218
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010511
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010511
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0CORNERSTONE CELEBRATION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1026
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011537
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011537
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TREASURER AND THE PRESIDENT OF THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS REQUIRED TO SIGN AND REVIEW THE CONFLICT OF INTEREST POLICY YEARLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF THE FOUNDATION DIRECTOR, CONSISTING OF A THOROUGH QUESTIONNAIRE GIVEN TO THE DIRECTOR, LIBRARY STAFF, FRIENDS OF THE LIBRARY, FOUNDATION DIRECTORS, AS WELL AS OUTSIDE PARTNERS. THEY MEET AS A COMMITTEE TO DISCUSS THE EVALUATION AND COMPENSATION PACKAGE BEFORE MAKING A RECOMMENDATION TO THE FULL BOARD. THE FULL BOARD THEN HAS A DISCUSSION BEFORE DETERMINING ANY CHANGES IN COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,531,486
Liabilities
$6,844
Net assets
$3,524,642
Revenue
$544,219
Expenses
$250,532
Net income
$293,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.13$0.02$8.11$1.47$0.69$0.78
2023Detailed filing. Detailed filing data is available for this year.$7.42$0.02$7.40$3.56$2.90$0.66
2022Detailed filing. Detailed filing data is available for this year.$6.28$0.02$6.26$1.63$2.45$0.81
2021Detailed filing. Detailed filing data is available for this year.$7.82$0.02$7.80$3.31$0.95$2.36
2020Detailed filing. Detailed filing data is available for this year.$5.40$0.05$5.35$1.00$0.49$0.51
2019Detailed filing. Detailed filing data is available for this year.$4.69$0.03$4.66$0.50$0.46$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.22$0.08$4.14$0.94$0.49$0.45
2017Detailed filing. Detailed filing data is available for this year.$4.28$0.10$4.18$0.83$0.57$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.81$0.01$3.80$0.37$0.40$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.62$0.29$0.33
2014Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.54$0.29$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.01$3.52$0.54$0.25$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.01$3.16$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.00$2.96$0.56