Civic Intelligence

Rosebud Foundation

990 • Fiscal year 2021 • EIN 81-0518967

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

PO Box 500Forsyth, MT 59327

(406) 351-3855

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

51st percentile

10%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

3.4%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$505,405

Up $46,175 (+10%) from 2020

Net Assets

Up

$505,405

Up $46,175 (+10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$31,519

Up $1,040 (+3.4%) from 2020

Expenses

Down

$9,892

Down $398 (-3.9%) from 2020

Net Income

Up

$21,627

Up $1,438 (+7.1%) 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 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

2021

Assets$505,405
Liabilities$0
Net Assets$505,405

Operations Trend

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

2021

Revenue$31,519
Expenses$9,892
Net Income$21,627
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$57,644
Mission and Program Overview

Mission

Fundraising for non profit organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$459,230$505,405▲ $46,175
Rtn Earn Endowment Incm Other Fnds$459,230$505,405▲ $46,175
Total Assets$459,230$505,405▲ $46,175
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$459,230$505,405▲ $46,175
Total Liabilities and Net Assets / Fund Balance$459,230$505,405▲ $46,175
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott KleinPresident
Dee RaymondVice-president
Mindy PriceDirector
Nancy PurkettDirector
Noelle PinkertonDirector
Paul RaineyDirector
Sandy Van PeltDirector
Carole RaymondSecretary
Karla AllliesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,950
Program Service Revenue
$15,005
Investment Income
$10,564
Other Revenue
$0
All Other Contributions
$5,950
Change in Net Assets
$21,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,892
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
All Other Expenses$3,104--$3,104
Office Expenses$1,553--$1,553
Fees for Service Investment Mgmnt Fees-$1,272-$1,272
Fees for Services Accounting-$550-$550
Other Expenses$450$73-$450
Total Functional Expenses$7,997$1,895$0$9,892
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
Lobbying activity
No
Subject to proxy tax
No
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 governing body review Part VI line 11

The board reviews the operations of the foundation on a regular basis

Governing documents etc available to public Part VI line 19

All documents are available upon request. All board members make known, if any, conflicts they may have. Anyone can attend a meeting if they have questions concerning any policies the foundation has.

Filing and Contact Details

Filer

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

Signing Officer

Name
Scott a Klein
Title
President
Phone
4063462111
Signed
2021-11-09
Discuss with paid preparer
No

Organization Details

Principal Officer
Scott Klein
Formed
1998
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Fjelstad Accounting Service & Taxes
Address
209 Mineral Avenue, Libby, MT 59923
Preparer
Deveny Fjelstad EA
Phone
4062938132
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Other program service expenses:golf fundraiser - 2300.00bronze brickway - 33.00neon run - 771.00

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE OPERATIONS OF THE FOUNDATION ON A REGULAR BASIS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER PROGRAM SERVICE EXPENSES:GOLF FUNDRAISER - 2300.00BRONZE BRICKWAY - 33.00NEON RUN - 771.00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of other expenses Part IX line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0459230
IRS990/TotalAssetsEOYAmt0505405
IRS990/TotalAssetsGrp/BOYAmt0459230
IRS990/TotalAssetsGrp/EOYAmt0505405
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05950
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01895
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07997
IRS990/TotalFunctionalExpensesGrp/TotalAmt09892
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0459230
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0505405
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07997
IRS990/TotalProgramServiceRevenueAmt015005
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025569
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031519
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0459230
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0505405
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT A KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04063462111
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/AddressLine1Txt0209 Mineral Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Libby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059923
ReturnHeader/PreparerPersonGrp/PhoneNum04062938132
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deveny Fjelstad EA
ReturnHeader/ReturnTs02021-11-09T15:19:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$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