Civic Intelligence

Downtown Bozeman Association

990 • Fiscal year 2021 • EIN 81-0434206

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

222 East Main St No 302Bozeman, MT 59715

(406) 586-4008

Siviq Scores

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

Liabilities / Assets

88th percentile

0.40x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.34x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

62nd percentile

15%

Higher net margin than 62% 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

87th percentile

49%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

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

Assets

Up

$289,856

Up $94,873 (+49%) from 2020

Net Assets

Up

$175,251

Up $51,373 (+41%) from 2020

Liabilities

Up

$114,605

Up $43,500 (+61%) from 2020

Revenue

Up

$341,777

Up $49,256 (+17%) from 2020

Expenses

Up

$290,401

Up $13,526 (+4.9%) from 2020

Net Income

Up

$51,376

Up $35,730 (+228%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $54,876Liabilities 2011: $15,3502011Assets 2012: $53,464Liabilities 2012: $16,743Net Assets 2012: $36,7212012Assets 2013: $58,114Liabilities 2013: $22,675Net Assets 2013: $35,4392013Assets 2014: $83,168Liabilities 2014: $54,040Net Assets 2014: $29,1282014Assets 2015: $107,519Liabilities 2015: $70,308Net Assets 2015: $37,2112015Assets 2016: $104,065Liabilities 2016: $59,865Net Assets 2016: $44,2002016Assets 2017: $130,226Liabilities 2017: $59,865Net Assets 2017: $70,3612017Assets 2018: $150,777Liabilities 2018: $71,105Net Assets 2018: $79,6722018Assets 2019: $181,643Liabilities 2019: $73,411Net Assets 2019: $108,2322019Assets 2020: $194,983Liabilities 2020: $71,105Net Assets 2020: $123,8782020Assets 2021: $289,856Liabilities 2021: $114,605Net Assets 2021: $175,2512021Assets 2022: $406,024Liabilities 2022: $118,400Net Assets 2022: $287,6242022Assets 2023: $475,179Liabilities 2023: $151,417Net Assets 2023: $323,7622023Assets 2024: $517,690Liabilities 2024: $154,989Net Assets 2024: $362,7012024Assets 2025: $596,526Liabilities 2025: $168,700Net Assets 2025: $427,8262025

Highlighted filing

2021

Assets$289,856
Liabilities$114,605
Net Assets$175,251

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $198,091Expenses 2011: $176,742Net Income 2011: $21,3492011Expenses 2012: $212,7732012Expenses 2013: $218,3072013Revenue 2014: $244,797Expenses 2014: $251,108Net Income 2014: -$6,3112014Revenue 2015: $265,654Expenses 2015: $257,571Net Income 2015: $8,0832015Revenue 2016: $287,079Expenses 2016: $280,090Net Income 2016: $6,9892016Revenue 2017: $308,653Expenses 2017: $282,492Net Income 2017: $26,1612017Revenue 2018: $357,045Expenses 2018: $347,734Net Income 2018: $9,3112018Revenue 2019: $371,652Expenses 2019: $343,094Net Income 2019: $28,5582019Revenue 2020: $292,521Expenses 2020: $276,875Net Income 2020: $15,6462020Revenue 2021: $341,777Expenses 2021: $290,401Net Income 2021: $51,3762021Revenue 2022: $457,364Expenses 2022: $344,992Net Income 2022: $112,3722022Revenue 2023: $430,382Expenses 2023: $394,244Net Income 2023: $36,1382023Revenue 2024: $418,398Expenses 2024: $369,097Net Income 2024: $49,3012024Revenue 2025: $442,107Expenses 2025: $376,982Net Income 2025: $65,1252025

Highlighted filing

2021

Revenue$341,777
Expenses$290,401
Net Income$51,376
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$341,777
Mission and Program Overview

Mission

The purpose of the downtown bozeman association (dba) is: to promote downtown bozeman as a center of business, culture and entertainment; to conduct and promote activities and events that build a strong local economy; and to contribute to the well-being, growth and vitality of downtown bozeman.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$122,359$156,830▲ $34,471
Cash and Non-Interest-Bearing Accounts$33,649$47,514▲ $13,865
Accounts Receivable$10,709$42,502▲ $31,793
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$194,983$289,856▲ $94,873
Other Assets Total$28,266$43,010▲ $14,744
Liabilities
Other Liabilities$70,000$113,500▲ $43,500
Accounts Payable and Accrued Expenses$1,105$1,105→ $0
Total Liabilities$71,105$114,605▲ $43,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$123,878$175,251▲ $51,373
Total Net Assets Fund Balance$123,878$175,251▲ $51,373
Total Liabilities and Net Assets / Fund Balance$194,983$289,856▲ $94,873

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,850$1,850
Other Assets Org$43,010--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Babs NoelleChair
Ariana PagliobagisBoard Member
Brandi PellerinBoard Member
Elena De DiegoBoard Member
Matthew BeehlerBoard Member
Natalie VandusenBoard Member
Tessa Burnett WitmerBoard Member
Coco DoumaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,085
Program Service Revenue
$232,491
Investment Income
$4
Other Revenue
$15,197
Change in Net Assets
$51,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$90,000-$90,000
Other Expenses$12,779--$12,779
All Other Expenses$10,819--$10,819
Advertising$3,584--$3,584
Conferences and Meetings$74--$74
Total Functional Expenses$200,401$90,000$0$290,401
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dba Dollar Liability$113,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The dba was established in 1980 as a 501c6 membership organization overseen by a board of member business owners and managers. The dba membership includes a wide variety of retail shops, restaurants, professional service companies, and other non-profit organizations. The dba generates revenue from annual membership dues.

Form 990, Part VI, Section A, Line 7A

The dba board is chosen by its members.

Form 990, Part VI, Section A, Line 8B

There are no committees that are authorized to act on behalf of the governing board.

Form 990, Part VI, Section B, Line 11B

A draft copy of the form 990 is emailed to the officers and board members for their review. After the board gives their recommendations, the draft goes back to the accounting firm to be completed and filed.

Form 990, Part VI, Section C, Line 19

All governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Downtown Bozeman Association
EIN
81-0434206
Phone
4065864008
Address
222 EAST MAIN ST NO 302, BOZEMAN, MT 59715

Signing Officer

Name
Ellie Staley
Title
Executive Director
Phone
4065864008
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellie Staley
Formed
1980
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
5

Preparer

Firm
Anderson Zurmuehlen & Co Pc
Address
1019 EAST MAIN SUITE 201, BOZEMAN, MT 59715
Preparer
William G Mills CPA
Phone
4065566160
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -3.

Raw XML Appendix395 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.

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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DBA WAS ESTABLISHED IN 1980 AS A 501C6 MEMBERSHIP ORGANIZATION OVERSEEN BY A BOARD OF MEMBER BUSINESS OWNERS AND MANAGERS. THE DBA MEMBERSHIP INCLUDES A WIDE VARIETY OF RETAIL SHOPS, RESTAURANTS, PROFESSIONAL SERVICE COMPANIES, AND OTHER NON-PROFIT ORGANIZATIONS. THE DBA GENERATES REVENUE FROM ANNUAL MEMBERSHIP DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DBA BOARD IS CHOSEN BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES THAT ARE AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT COPY OF THE FORM 990 IS EMAILED TO THE OFFICERS AND BOARD MEMBERS FOR THEIR REVIEW. AFTER THE BOARD GIVES THEIR RECOMMENDATIONS, THE DRAFT GOES BACK TO THE ACCOUNTING FIRM TO BE COMPLETED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING -3.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0260509655
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0ADMINISTRATIVE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0DOWNTOWN BOZEMAN PARTNERSHIP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt014744
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0222 EAST MAIN STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0BOZEMAN
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd059715
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt090000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0DOWNTOWN BOZEMAN PARTNERSHIP LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0194983
IRS990/TotalAssetsEOYAmt0289856
IRS990/TotalAssetsGrp/BOYAmt0194983
IRS990/TotalAssetsGrp/EOYAmt0289856
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt094085
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt090000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200401
IRS990/TotalFunctionalExpensesGrp/TotalAmt0290401
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt071105
IRS990/TotalLiabilitiesEOYAmt0114605
IRS990/TotalLiabilitiesGrp/BOYAmt071105
IRS990/TotalLiabilitiesGrp/EOYAmt0114605
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0123878
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0175251
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0200401
IRS990/TotalProgramServiceRevenueAmt0232491
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0247688
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0341777
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0194983
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0289856
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0222 EAST MAIN ST NO 302
IRS990/USAddress/CityNm0BOZEMAN
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059715
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0DOWNTOWNBOZEMAN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLIE STALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065864008
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOWNTOWN BOZEMAN ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0DOWN
ReturnHeader/Filer/EIN0810434206
ReturnHeader/Filer/PhoneNum04065864008
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 EAST MAIN ST NO 302
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01019 EAST MAIN SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065566160
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM G MILLS CPA
ReturnHeader/ReturnTs02021-11-12T12:45:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STALEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.97$1.69$4.28$4.42$3.77$0.65
2024Detailed filing. Detailed filing data is available for this year.$5.18$1.55$3.63$4.18$3.69$0.49
2023Detailed filing. Detailed filing data is available for this year.$4.75$1.51$3.24$4.30$3.94$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.06$1.18$2.88$4.57$3.45$1.12
2021Detailed filing. Detailed filing data is available for this year.$2.90$1.15$1.75$3.42$2.90$0.51
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.71$1.24$2.93$2.77$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.73$1.08$3.72$3.43$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.71$0.80$3.57$3.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.60$0.70$3.09$2.82$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.60$0.44$2.87$2.80$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.70$0.37$2.66$2.58$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.54$0.29$2.45$2.51$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.23$0.35$2.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.17$0.37$2.13
2011Summary only. Only limited summary data is available for this year.$0.55$0.15$1.98$1.77$0.21