Civic Intelligence

Bozeman Area Community Foundation The

990 • Fiscal year 2013 • EIN 81-0519514

Apr 01, 2012 to Mar 31, 2013 • Filed on Dec 12, 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.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$943,089

Up $6,287 (+0.7%) from 2012

Net Assets

Up

$744,232

Up $5,581 (+0.8%) from 2012

Liabilities

Up

$198,857

Up $706 (+0.4%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$33,756

Up $16,226 (+93%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2013

Assets$943,089
Liabilities$198,857
Net Assets$744,232
Open 2013 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

2013

Revenue-
Expenses$33,756
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Dec 12, 2013
Return Version
2012v2.1
Gross Receipts
$52,684
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 2012
Activity 3
Facilitation of monthly meeting for area nonprofits
Filing and Contact Details

Filer

EIN
81-0519514
Raw XML AppendixShowing 400 of 414 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/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0HELD ANNUAL MEETING FOR THE BENEFIT OF LOCAL NONPROFITS OCTOBER 2012
IRS990/Activity2/Expense0688
IRS990/Activity3/Description0FACILITATION OF MONTHLY MEETING FOR AREA NONPROFITS
IRS990/ActivityOrMissionDescription0LOCAL COMMUNITY FOUNDATION TO FOSTER PHILANTHROPY FBO CHARITABLE ORGANIZATIONS IN SW MT
IRS990/ActivityOther/Description0FACILITATION OF MONTHLY MEETING FOR AREA NONPROFITS
IRS990/AddressPrincipalOfficerUS/AddressLine101020 STONEGATE DR
IRS990/AddressPrincipalOfficerUS/City0BOZEMAN
IRS990/AddressPrincipalOfficerUS/State0MT
IRS990/AddressPrincipalOfficerUS/ZIPCode059715
IRS990/Advertising/ManagementAndGeneral082
IRS990/Advertising/Total082
IRS990/AllOtherContributions026430
IRS990/AllOtherExpenses/ManagementAndGeneral012
IRS990/AllOtherExpenses/Total012
IRS990/AnnualDisclosureCoveredPersons01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/EOY047782
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/ManagementAndGeneral0745
IRS990/ConferencesMeetings/ProgramServices0688
IRS990/ConferencesMeetings/Total01433
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear026430
IRS990/ContributionsGrantsPriorYear0112153
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0THE FOUNDATION ACCUMULATES PERMANENT ENDOWMENTS FROM WHICH GRANTS ARE MADE TO 501(C)(3)ORGANIZATIONS. GRANTS WERE DISTRIBUTED TO 17 LOCAL NONPROFITS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds01
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense020326
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral05000
IRS990/FeesForServicesAccounting/Total05000
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral01876
IRS990/FeesForServicesInvstMgmntFees/Total01876
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/NamePerson0MOLLY PICKALL
IRS990/Form990PartVIISectionA/NamePerson1LEE CANNON
IRS990/Form990PartVIISectionA/NamePerson2CATHI SIMONSON
IRS990/Form990PartVIISectionA/NamePerson3KATIE SEACAT
IRS990/Form990PartVIISectionA/NamePerson4JACK FISHER
IRS990/Form990PartVIISectionA/NamePerson5COLLEEN HERRINGTON
IRS990/Form990PartVIISectionA/NamePerson6WAYNE IWEN
IRS990/Form990PartVIISectionA/NamePerson7MIKE AUGUSTINE
IRS990/Form990PartVIISectionA/NamePerson8CHRISTINA BERG
IRS990/Form990PartVIISectionA/NamePerson9PAUL LACHAPELLE
IRS990/Form990PartVIISectionA/NamePerson10AMY MCNAMARA
IRS990/Form990PartVIISectionA/NamePerson11DERIK POMEROY
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2CO-TREASURER
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4SECRETARY
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6CO-TREASURER
IRS990/Form990PartVIISectionA/Title7VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10DIRECTOR
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/Gaming00
IRS990/Grants014826
IRS990/GrantsAndSimilarAmntsCY014826
IRS990/GrantsAndSimilarAmntsPriorYear013880
IRS990/GrantsToDomesticOrgs/ProgramServices014826
IRS990/GrantsToDomesticOrgs/Total014826
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts052684
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/Insurance/ManagementAndGeneral0851
IRS990/Insurance/Total0851
IRS990/InvestmentIncomeCurrentYear024671
IRS990/InvestmentIncome/ExclusionAmount024671
IRS990/InvestmentIncomePriorYear011137
IRS990/InvestmentIncome/TotalRevenueColumn024671
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0911557
IRS990/InvestmentsPubTradedSecurities/EOY0895307
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0LOCAL COMMUNITY FOUNDATION TO FOSTER PHILANTHROPY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS IN SOUTHWESTERN PART OF MONTANA (MANAGEMENT OF ENDOWMENT ACCOUNTS)
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0MIKE AUGUSTINE
IRS990/NbrIndependentVotingMembers012
IRS990/NbrVotingGoverningBodyMembers012
IRS990/NbrVotingMembersGoverningBody012
IRS990/NetAssetsOrFundBalancesBOY0738651
IRS990/NetAssetsOrFundBalancesEOY0744232
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NoncashContributions010390
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers012
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ManagementAndGeneral01819
IRS990/OfficeExpenses/Total01819
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear03650
IRS990/OtherExpensesCurrentYear018930
IRS990/OtherExpenses/Description0SOFTWARE SUBSCRIPTION
IRS990/OtherExpenses/Description1WEBSITE
IRS990/OtherExpenses/Description2MEMBERSHIP DUES
IRS990/OtherExpenses/Description3STATE REGISTRATION
IRS990/OtherExpenses/ManagementAndGeneral0700
IRS990/OtherExpenses/ManagementAndGeneral1665
IRS990/OtherExpenses/ManagementAndGeneral215
IRS990/OtherExpenses/ProgramServices05500
IRS990/OtherExpenses/Total05500
IRS990/OtherExpenses/Total1700
IRS990/OtherExpenses/Total2665
IRS990/OtherExpenses/Total315
IRS990/OtherLiabilities/BOY0198151
IRS990/OtherLiabilities/EOY0198857
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY0618735
IRS990/PermanentlyRestrictedNetAssets/EOY0626768
IRS990/PoliticalActivities00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0523920
IRS990/ProgramServiceRevenueCY01583
IRS990/ProgramServiceRevenue/Description0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome01583
IRS990/ProgramServiceRevenue/TotalRevenueColumn01583
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses018928
IRS990/ReconciliationUnrealizedInvest0-13347
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/Revenue01583
IRS990/RevenuesLessExpensesCY018928
IRS990/RevenuesLessExpensesPriorYear0105760
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY025245
IRS990ScheduleA/AmountsSubstContributorsTotal0197041
IRS990ScheduleA/FactsAndCircumstancesTest01. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTALSUPPORT. AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2012 WAS 11.67%.2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDEFUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/ORGOVERNMENTAL SUPPORT. BACF HAS NOT SOUGHT GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL, BUSINESS, 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 AND TO DELIVER ITS PROGRAMS. DURING 2012 AND 2013,THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITSFUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONSTO BALANCE THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVINGFOR ITS PERMANENT ENDOWMENT FUNDS. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OFLOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSENONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TOCULTIVATE THEM INTO DONORS. ALSO, BACF HAS IMPLEMENTED AN ANNUAL APPEAL TO REACH OUT TO NEW AND EXISTING DONORS.BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENTWAYS 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 BROADPUBLIC 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.MIKE AUGUSTINE, PRESIDENT, HAS 18+ YEARS OF RETAIL AND INSTITUTIONALEXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND ISCURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMANOFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSETMANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICANWILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITHJUNIOR ACHIEVEMENT.AMY MCNAMARA, VICE PRESIDENT, HAS WORKED WITH NON-PROFITS AND FOUNDATIONS TO ADVANCE THEIR MISSIONS FOR OVER SIXTEEN YEARS. HAVING SERVED IN BOTH THE ENVIRONMENTAL AND SOCIAL SECTORS, AMY HAS EXPERIENCE IN PROGRAM DEVELOPMENT, STRATEGIC PLANNING, FUNDRAISING, CAPACITY BUILDING, OUTREACH, AND ORGANIZING. CURRENTLY, AMY'S CONSULTING COMPANY WORKS WITH FOUNDATIONS AND INDIVIDUALS TO SUPPORT THEIR GRANTMAKING AND PHILANTHROPIC GIVING. AMY HAS PREVIOUS BOARD EXPERIENCE WITH THE FRIENDS OF THE BOZEMAN PUBLIC LIBRARY.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH GALUSHA, HIGGINS AND GALUSHA IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ONTHE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLEMOUNT.JACK FISHER, SECRETARY, IS AN ASSOCIATE PROFESSOR OF ANTHROPOLOGY ATMONTANA 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 BIGSISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETASIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.LEE CANNON IS AN INVENTOR AND ENGINEER. HE IS LARGELY RETIRED NOW, BUTCONTINUES TO CONSULT ON A LIMITED BASIS.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 LOCALGOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH,TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THESTATE.MOLLY PICKALL, IS PHILANTHROPY DIRECTOR FOR A NATIONAL NONPROFIT AND PREVIOUSLY SERVED ON TWO OTHER BOZEMAN-BASED BOARDS.DERIK POM
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear026430
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0112153
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years056118
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years012571
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years027113
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0234385
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear024671
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year011137
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years014439
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years020183
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years015185
IRS990ScheduleA/GrossInvestmentIncome170/Total085615
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc05708
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.11670
IRS990ScheduleA/PublicSupportPertcentPriorYear00.05630
IRS990ScheduleA/PublicSupportTotal170037344
IRS990ScheduleA/TenPercentTestCurrentYear0X
IRS990ScheduleA/Total170/CurrentTaxYear026430
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0112153
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years056118
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years012571
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years027113
IRS990ScheduleA/Total170/Total0234385
IRS990ScheduleA/TotalSupport0320000
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/AggregateDAFValue0323208
IRS990ScheduleD/DisclosedForCharitablePurposes00
IRS990ScheduleD/DisclosedOrgsLegalControl01
IRS990ScheduleD/DonorAdvisedContributions04130
IRS990ScheduleD/GrantsPaidFromDonorFunds02226
IRS990ScheduleD/NumberDAFsHeld05
IRS990ScheduleD/OtherLiabilities/Amount0121032
IRS990ScheduleD/OtherLiabilities/Amount127058
IRS990ScheduleD/OtherLiabilities/Amount250767
IRS990ScheduleD/OtherLiabilities/Description0ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilities/Description1FUNDS HELD FOR BRIDGERCARE - AT COST
IRS990ScheduleD/OtherLiabilities/Description2FUNDS HELD FOR LIBERTY PLACE - AT COST
IRS990ScheduleD/TotalOfAmounts0198857
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $130 TO $1,170. 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/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0A COPY OF FORM 990 WAS PROVIDED TO EACH BOARD MEMBER ON DECEMBER 7, 2013. THE FORM 990 WAS REVIEWED AND MINOR CHANGES APPROVED BY THE BOARD AT ITS JANUARY 14,2014 BOARD MEETING. A REVISED COPY OF FORM 990 AS FILED WAS PROVIDED TO EACH BOARD MEMBER ON DECEMBER 12, 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/Explanation2TWO INDIVIDUALS RELEASED THE REMAINDER OF THEIR GIFT ANNUITIES, WHICH THEY CAN ADVISE AS TO THE CHARITABLE RECIPIENTS OF THE EARNINGS OF THE ENDOWED FUNDS.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2SCHEDULE D - DONOR ADVISED FUNDS
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MT
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY094671
IRS990/TemporarilyRestrictedNetAssets/EOY069682
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
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/BOY0936802
IRS990/TotalAssetsBOY0936802
IRS990/TotalAssets/EOY0943089
IRS990/TotalAssetsEOY0943089
IRS990/TotalCompGT150K00
IRS990/TotalContributions026430
IRS990/TotalExpensesCurrentYear033756
IRS990/TotalExpensesPriorYear017530
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral012742
IRS990/TotalFunctionalExpenses/ProgramServices021014
IRS990/TotalFunctionalExpenses/Total033756
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0198151
IRS990/TotalLiabilitiesBOY0198151
IRS990/TotalLiabilities/EOY0198857
IRS990/TotalLiabilitiesEOY0198857
IRS990/TotalLiabNetAssetsFundBalances/BOY0936802
IRS990/TotalLiabNetAssetsFundBalances/EOY0943089
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0738651
IRS990/TotalNetAssetsFundBalances/EOY0744232
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense021014
IRS990/TotalProgramServiceRevenue01583
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear052684
IRS990/TotalRevenue/ExclusionAmount024671
IRS990/TotalRevenuePriorYear0123290
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome01583
IRS990/TotalRevenue/TotalRevenueColumn052684
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/Travel/ManagementAndGeneral0977
IRS990/Travel/Total0977
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/BOY025245
IRS990/UnrestrictedNetAssets/EOY047782
IRS990/UponRequest0X
IRS990/WebSite0WWW.BOZEMANFOUNDATION.ORG
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01998
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0810519514
ReturnHeader/Filer/Name/BusinessNameLine10BOZEMAN AREA COMMUNITY FOUNDATION THE
ReturnHeader/Filer/NameControl0BOZE
ReturnHeader/Filer/Phone04065874300
ReturnHeader/Filer/USAddress/AddressLine101627 W MAIN ST BOX 404
ReturnHeader/Filer/USAddress/City0BOZEMAN
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059715
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-12-12
ReturnHeader/Officer/Name0MIKE AUGUSTINE
ReturnHeader/Officer/Phone04065861385
ReturnHeader/Officer/Title0PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$943,089
Liabilities
$198,857
Net assets
$744,232
Revenue
-
Expenses
$33,756
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