Civic Intelligence

Rosebud Foundation

990EZ • Fiscal year 2015 • EIN 81-0518967

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization Profile
PO Box 500Forsyth, MT 59327

(406) 346-7828

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$400,746

Up $19,802 (+5.2%) from 2014

Net Assets

Up

$400,746

Up $19,802 (+5.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

Down

$34,396

Down $14,005 (-29%) from 2014

Expenses

Down

$8,838

Down $66,508 (-88%) from 2014

Net Income

Up

$25,558

Up $52,503 (+195%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2012: $319,804Liabilities 2012: $02012Assets 2013: $397,346Liabilities 2013: $0Net Assets 2013: $397,3462013Assets 2014: $380,944Liabilities 2014: $0Net Assets 2014: $380,9442014Assets 2015: $400,746Liabilities 2015: $0Net Assets 2015: $400,7462015Assets 2016: $403,267Liabilities 2016: $0Net Assets 2016: $403,2672016Assets 2017: $430,349Liabilities 2017: $0Net Assets 2017: $430,3492017Assets 2018: $448,044Liabilities 2018: $0Net Assets 2018: $448,0442018Assets 2019: $447,755Liabilities 2019: $0Net Assets 2019: $447,7552019Assets 2020: $459,230Liabilities 2020: $0Net Assets 2020: $459,2302020Assets 2021: $505,405Liabilities 2021: $0Net Assets 2021: $505,4052021Assets 2022: $511,623Liabilities 2022: $0Net Assets 2022: $511,6232022Assets 2023: $515,066Liabilities 2023: $0Net Assets 2023: $515,0662023Assets 2024: $547,335Liabilities 2024: $0Net Assets 2024: $547,3352024Assets 2025: $581,958Liabilities 2025: $0Net Assets 2025: $581,9582025

Highlighted filing

2015

Assets$400,746
Liabilities$0
Net Assets$400,746
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $41,983Expenses 2012: $14,287Net Income 2012: $27,6962012Revenue 2013: $115,042Expenses 2013: $38,099Net Income 2013: $76,9432013Revenue 2014: $48,401Expenses 2014: $75,346Net Income 2014: -$26,9452014Revenue 2015: $34,396Expenses 2015: $8,838Net Income 2015: $25,5582015Revenue 2016: $36,323Expenses 2016: $27,485Net Income 2016: $8,8382016Revenue 2017: $35,319Expenses 2017: $12,442Net Income 2017: $22,8772017Revenue 2018: $35,828Expenses 2018: $18,287Net Income 2018: $17,5412018Revenue 2019: $57,128Expenses 2019: $51,502Net Income 2019: $5,6262019Revenue 2020: $30,479Expenses 2020: $10,290Net Income 2020: $20,1892020Revenue 2021: $31,519Expenses 2021: $9,892Net Income 2021: $21,6272021Revenue 2022: $50,143Expenses 2022: $12,076Net Income 2022: $38,0672022Revenue 2023: $21,005Expenses 2023: $26,230Net Income 2023: -$5,2252023Revenue 2024: $32,427Expenses 2024: $11,047Net Income 2024: $21,3802024Revenue 2025: $34,289Expenses 2025: $8,980Net Income 2025: $25,3092025

Highlighted filing

2015

Revenue$34,396
Expenses$8,838
Net Income$25,558
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$39,529
Mission and Program Overview

Mission

Fundraising for non profit organizations

Program Services

DescriptionGrantsExpenses
FUNDRAISING FOR NON PROFIT ORGANIZATIONS-$8,786
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT KLEINPresident-$0--
NANCY PURKETTTreasurer-$0--
WAINE MILMINEVice President-$0--
KARLA ALLLIESSecretary-$0--
RYAN TOOKEMember-$0--
CHARLES EVANSMember-$0--
Filing and Contact Details

Filer

Filer Name
Rosebud Foundation
EIN
81-0518967
Address
PO BOX 500, FORSYTH, MT 59327

Signing Officer

Name
Scott Klein
Title
President
Phone
4063467828
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Fjelstad Accounting Service & Taxes
Address
925 MAIN STREET, Forsyth, MT 59327-0969
Preparer
Deveny Fjelstad Ea
Phone
4063462526
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMISC OFFICE SUPPLY REFUNDS 386”

Description of other expenses Part I line 16

“Description AmountCONTRIBUTIONS 2,768LICENSE 15POSTOFFICE BOX RENT 60OFFICE EXPENSES 755REGISTRATION FEES 455SAFE DEPOSIT BOX 15DUES 35LEGAL AND ACCOUNTING 950MANAGEMENT FEE 1,394FOREIGN TAX 52”

Other changes in net assets or fund balances Part I line 20

“Description AmountUNREALIZED GAINS IN INVESTMENTS (5,756)”

Raw XML Appendix164 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04063467828
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORSYTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059327
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0380944
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IRS990EZ/ContributionsGiftsGrantsEtcAmt016855
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04204
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025558
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0380944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0400746
IRS990EZ/FundraisingGrossIncomeAmt06466
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0707
IRS990EZ/GrossReceiptsAmt039529
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010911
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0380944
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0400746
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0380944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0400746
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT KLEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY PURKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAINE MILMINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARLA ALLLIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RYAN TOOKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHARLES EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-5756
IRS990EZ/OtherExpensesTotalAmt06499
IRS990EZ/OtherRevenueTotalAmt0386
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDRAISING FOR NON PROFIT ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt02339
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING FOR NON PROFIT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08786
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt04911
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0929
IRS990EZ/SpecialEventsNetIncomeLossAmt05537
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08838
IRS990EZ/TotalProgramServiceExpensesAmt08786
IRS990EZ/TotalRevenueAmt034396
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0137503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06730
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06373
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07327
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037088
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04888
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01747
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt010635
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74240
IRS990ScheduleA/PublicSupportPY170Pct00.74110
IRS990ScheduleA/PublicSupportTotal170Amt0137503
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07895
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0137503
IRS990ScheduleA/TotalSupportAmt0185226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMISC OFFICE SUPPLY REFUNDS 386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCONTRIBUTIONS 2,768LICENSE 15POSTOFFICE BOX RENT 60OFFICE EXPENSES 755REGISTRATION FEES 455SAFE DEPOSIT BOX 15DUES 35LEGAL AND ACCOUNTING 950MANAGEMENT FEE 1,394FOREIGN TAX 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUNREALIZED GAINS IN INVESTMENTS (5,756)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04063467828
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSEBUD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0810518967
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 500
ReturnHeader/Filer/USAddress/CityNm0FORSYTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FJELSTAD ACCOUNTING SERVICE & TAXES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Forsyth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0593270969
ReturnHeader/PreparerPersonGrp/PhoneNum04063462526
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEVENY FJELSTAD EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-13T14:31:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,746
Liabilities
$0
Net assets
$400,746
Revenue
$34,396
Expenses
$8,838
Net income
$25,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.34$0.09$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.32$0.11$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.21$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.50$0.12$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$0.00$5.05$0.32$0.10$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$0.30$0.10$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.57$0.52$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.36$0.18$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.00$4.30$0.35$0.12$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.36$0.27$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.34$0.09$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.48$0.75$0.27
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$1.15$0.38$0.77
2012Summary only. Only limited summary data is available for this year.$3.20$0.00$0.42$0.14$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits