Civic Intelligence

Bozeman Area Community Foundation The

990 • Fiscal year 2012 • EIN 81-0519514

Apr 01, 2011 to Mar 31, 2012 • Filed on Feb 15, 2013

Organization ProfileWWW.BOZEMANFOUNDATION.ORG
1627 W Main St Box 40459715
Siviq Scores

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

Liabilities / Assets

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$936,802

Up $110,912 (+13%) from 2011

Net Assets

Up

$738,651

Up $118,935 (+19%) from 2011

Liabilities

Down

$198,151

Down $8,023 (-3.9%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$17,530

Up $9,084 (+108%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$60M$40M$20M$0Assets 2010: $862,982Liabilities 2010: $311,094Net Assets 2010: $551,8882010Assets 2011: $825,890Liabilities 2011: $206,174Net Assets 2011: $619,7162011Assets 2012: $936,802Liabilities 2012: $198,151Net Assets 2012: $738,6512012Assets 2013: $943,089Liabilities 2013: $198,857Net Assets 2013: $744,2322013Assets 2014: $904,346Liabilities 2014: $194,096Net Assets 2014: $710,2502014Assets 2015: $892,268Liabilities 2015: $169,526Net Assets 2015: $722,7422015Assets 2016: $969,158Liabilities 2016: $195,395Net Assets 2016: $773,7632016Assets 2017: $1,319,437Liabilities 2017: $203,564Net Assets 2017: $1,115,8732017Assets 2018: $1,459,449Liabilities 2018: $215,508Net Assets 2018: $1,243,9412018Assets 2019: $1,638,440Liabilities 2019: $261,269Net Assets 2019: $1,377,1712019Assets 2020: $44,875,418Liabilities 2020: $410,757Net Assets 2020: $44,464,6612020Assets 2021: $54,568,108Liabilities 2021: $742,289Net Assets 2021: $53,825,8192021Assets 2022: $31,491,768Liabilities 2022: $1,113,232Net Assets 2022: $30,378,5362022Assets 2023: $27,197,814Liabilities 2023: $1,847,492Net Assets 2023: $25,350,3222023Assets 2024: $22,278,720Liabilities 2024: $1,094,575Net Assets 2024: $21,184,1452024

Highlighted filing

2012

Assets$936,802
Liabilities$198,151
Net Assets$738,651
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20M-$40MExpenses 2010: $2,6212010Revenue 2011: $76,274Expenses 2011: $8,446Net Income 2011: $67,8282011Expenses 2012: $17,5302012Expenses 2013: $33,7562013Revenue 2014: $48,377Expenses 2014: $71,370Net Income 2014: -$22,9932014Revenue 2015: $94,524Expenses 2015: $103,313Net Income 2015: -$8,7892015Revenue 2016: $373,222Expenses 2016: $407,845Net Income 2016: -$34,6232016Revenue 2017: $395,982Expenses 2017: $133,489Net Income 2017: $262,4932017Revenue 2018: $499,911Expenses 2018: $386,321Net Income 2018: $113,5902018Revenue 2019: $627,735Expenses 2019: $465,730Net Income 2019: $162,0052019Revenue 2020: $43,508,713Expenses 2020: $1,051,488Net Income 2020: $42,457,2252020Revenue 2021: $2,058,571Expenses 2021: $2,765,489Net Income 2021: -$706,9182021Revenue 2022: $3,226,849Expenses 2022: $3,498,861Net Income 2022: -$272,0122022Revenue 2023: $3,020,961Expenses 2023: $3,432,706Net Income 2023: -$411,7452023Revenue 2024: -$28,255,991Expenses 2024: $2,599,800Net Income 2024: -$30,855,7912024

Highlighted filing

2012

Revenue-
Expenses$17,530
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Feb 15, 2013
Return Version
2011v1.5
Gross Receipts
$123,290
Mission and Program Overview

Mission

Bacf's mission is to connect people who care to causes that matter to build a better community. Bacf fulfills its mission in three ways: (1) strengthening the local nonprofit sector through grant funding and free professional development; (2) connecting donors to causes that matter to them through charitable giving tools; (3) and finally by inspiring a culture of giving in the community.

Major Activities

Activity 2
Held annual meeting for the benefit of local nonprofits october 2011
Activity 3
Facilitation of monthly meeting for area nonprofits
Filing and Contact Details

Filer

EIN
81-0519514
Raw XML AppendixShowing 400 of 432 raw XML fields

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IRS990ScheduleA/FactsAndCircumstancesTest01. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTAL SUPPORT.AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2011 WAS 6.33%. HOWEVER, ITS PUBLIC SUPPORT PERCENTAGE FOR 2010 WAS 11%. 2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT. BACF DOES NOT SEEK GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL AND FOUNDATION DONORS. AS A COMMUNITY FOUNDATION, BACF SEEKS TO IDENTIFY INDIVIDUALS, BUSINESSES, AND FOUNDATIONS THAT ARE INTERESTED IN PROVIDING GRANTS AND CONTRIBUTIONS TO ITS OPERATING AND PERMANENT ENDOWMENT FUNDS. BACF USES THE INCOME FROM THE ENDOWMENT FUNDS TO MEET ITS MISSION OF PROVIDING GRANTS TO LOCAL CHARITABLE ORGANIZATIONS. DURING 2012 AND 2013, THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITS FUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONS RATHER THAN THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVING FOR ITS PERMANENT ENDOWMENT FUNDS. BACF IS CURRENTLY RAISING FUNDS TO HIRE ITS FIRST STAFF PERSON. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OF LOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSE NONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TO CULTIVATE THEM INTO DONORS. BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENT WAYS TO CONTRIBUTE TO THE ORGANIZATION, INCLUDING THROUGH A DONATE BUTTON THAT IS PROMINENTLY DISPLAYED ON THE WEBPAGE. 3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTERESTS OF THE ORGANIZATION'S MAJOR CONTRIBUTORS.OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT COMMUNITY AND PROFESSIONAL AREAS. MOLLY PICKALL, PRESIDENT, IS PHILANTHROPY DIRECTOR FOR A NATIONAL NONPROFIT AND PREVIOUSLY SERVED ON TWO OTHER BOZEMAN-BASED BOARDS, THE GALLATIN VALLEY BICYCLE CLUB AND THE BOZEMAN AREA BICYCLE ADVISORY BOARD (APPOINTMENTS FOR THE LATER MADE BY THE BOZEMAN CITY COMMISSION).MIKE AUGUSTINE, VICE PRESIDENT, HAS 17+ YEARS OF RETAIL AND INSTITUTIONAL EXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND IS CURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMAN OFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSET MANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICAN WILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITH JUNIOR ACHIEVEMENT.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH GALUSHA, HIGGINS AND GALUSHA IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ON THE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLE MOUNT.JACK FISHER, SECRETARY, IS AN ASSOCIATE PROFESSOR OF ANTHROPOLOGY AT MONTANA STATE UNIVERSITY.CRISTINA BERG HAS BEEN THE CO-OWNER OF ROCKY MOUNTAIN ROASTING COMPANY FOR THE LAST 20 YEARS. SHE HAS SERVED ON THE BOARD OF BIG BROTHERS AND BIG SISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETA SIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.LEE CANNON IS AN INVENTOR AND ENGINEER. HE IS LARGELY RETIRED NOW, BUT CONTINUES TO CONSULT ON A LIMITED BASIS. COLLEEN HERRINGTON PRACTICES LAW AT DESCHENES & SULLIVAN LAW OFFICES IN BOZEMAN. PREVIOUSLY, SHE SERVED THE CITIZENS OF GALLATIN COUNTY AS A PUBLIC DEFENDER FOR FOUR YEARS. IN 2010, COLLEEN BECAME AN OFFICER IN THE MONTANA ARMY NATIONAL GUARD AND IN 2012, COLLEEN WAS APPOINTED AS A PART-TIME MUNICIPAL COURT JUDGE FOR THE CITY OF BOZEMAN. PAUL LACHAPELLE IS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF POLITICAL SCIENCE AT MONTANA STATE UNIVERSITY-BOZEMAN AND SERVES AS THE EXTENSION COMMUNITY DEVELOPMENT SPECIALIST. WORKING IN PARTNERSHIP WITH THE LOCAL GOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH, TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THE STATE,
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IRS990ScheduleD/OtherLiabilities/Description0ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilities/Description1FUNDS HELD FOR BRIDGER CLINIC
IRS990ScheduleD/OtherLiabilities/Description2FUNDS HELD FOR LIBERTY PLACE
IRS990ScheduleD/OtherRevenues015822
IRS990ScheduleD/PermanentEndowmentEOYBalance00.82000
IRS990ScheduleD/RevenueNotRptdF99006365
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0123290
IRS990ScheduleD/TermEndowmentEOYBalance00.18000
IRS990ScheduleD/TotalAdjustments04615
IRS990ScheduleD/TotalExpenses017530
IRS990ScheduleD/TotalExpensesPerForm990017529
IRS990ScheduleD/TotalOfAmounts0198151
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0123290
IRS990ScheduleD/TotalRevenuePerForm9900123290
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt019279
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0129655
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $500 TO $1,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/NoGrantMoreThan50000X
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleM/AnyPropertyThatMustBeHeld00
IRS990ScheduleM/ReviewProcessUnusualNCGifts00
IRS990ScheduleM/SecuritiesPubliclyTraded/MethodOfDeterminingRevenues0FMV AT TIME OF DONATION
IRS990ScheduleM/SecuritiesPubliclyTraded/NonCashCheckbox0X
IRS990ScheduleM/SecuritiesPubliclyTraded/NoncashContribsRptdF9900110603
IRS990ScheduleM/SecuritiesPubliclyTraded/NumberOfContributions04
IRS990ScheduleM/ThirdPartiesUsed00
IRS990ScheduleO/GeneralExplanation/Explanation0A COPY OF FORM 990 WAS PROVIDED TO THE EXECUTIVE COMMITTEE. A COPY OF FORM 990 AS FILED WAS PROVIDED TO EACH BOARD MEMBER ON FEBRUARY 15, 2013.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IF A REQUEST IS MADE, THE DOCUMENTS WILL BE MADE AVAILABLE VIA E-MAIL. THE FOUNDATION IS CURRENTLY WORKING ON UPDATING ITS WEBSITE. AFTER THE WEBSITE IS UPDATED, THE DOCUMENTS WILL BE AVAILABLE ON THE WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE METHOD FOR VALUING DEFERRED GIFT ANNUITIES WAS CHANGED
IRS990ScheduleO/GeneralExplanation/Explanation3FOUR INDIVIDUALS ENTERED INTO GIFT ANNUITIES TO WHICH THEY CAN DONOR ADVISE REGARDING THE DISTRIBUTION OF THE EARNINGS IN THE FUTURE IF AND WHEN THE ANNUITIES ARE RELEASED
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAR X1, LINE 5
IRS990ScheduleO/GeneralExplanation/ReturnReference3SCHEDULE D- DONOR ADVISED FUNDS
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MT
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY032345
IRS990/TemporarilyRestrictedNetAssets/EOY094671
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10777 E MAIN ST STE 201
IRS990/TheBooksAreInCareOf/AddressUS/City0BOZEMAN
IRS990/TheBooksAreInCareOf/AddressUS/State0MT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode059715
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10WAYNE IWEN
IRS990/TheBooksAreInCareOf/TelephoneNumber04065862386
IRS990/TotalAssets/BOY0825890
IRS990/TotalAssetsBOY0825890
IRS990/TotalAssets/EOY0936802
IRS990/TotalAssetsEOY0936802
IRS990/TotalCompGT150K00
IRS990/TotalContributions0112153
IRS990/TotalExpensesCurrentYear017530
IRS990/TotalExpensesPriorYear08446
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral03350
IRS990/TotalFunctionalExpenses/ProgramServices014180
IRS990/TotalFunctionalExpenses/Total017530
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0206174
IRS990/TotalLiabilitiesBOY0206174
IRS990/TotalLiabilities/EOY0198151
IRS990/TotalLiabilitiesEOY0198151
IRS990/TotalLiabNetAssetsFundBalances/BOY0825890
IRS990/TotalLiabNetAssetsFundBalances/EOY0936802
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0619716
IRS990/TotalNetAssetsFundBalances/EOY0738651
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense014180
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0123290
IRS990/TotalRevenue/ExclusionAmount011137
IRS990/TotalRevenuePriorYear076274
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0123290
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY036731

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$936,802
Liabilities
$198,151
Net assets
$738,651
Revenue
-
Expenses
$17,530
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.3$1.09$21.2$28.3$2.60$30.9
2023Detailed filing. Detailed filing data is available for this year.$27.2$1.85$25.4$3.02$3.43$0.41
2022Detailed filing. Detailed filing data is available for this year.$31.5$1.11$30.4$3.23$3.50$0.27
2021Detailed filing. Detailed filing data is available for this year.$54.6$0.74$53.8$2.06$2.77$0.71
2020Detailed filing. Detailed filing data is available for this year.$44.9$0.41$44.5$43.5$1.05$42.5
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.26$1.38$0.63$0.47$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.22$1.24$0.50$0.39$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.20$1.12$0.40$0.13$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.20$0.77$0.37$0.41$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.17$0.72$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.19$0.71$0.05$0.07$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.20$0.74$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.20$0.74$0.02
2011Summary only. Only limited summary data is available for this year.$0.83$0.21$0.62$0.08$0.01$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.31$0.55$0.00