Civic Intelligence

Episcopal Church Memorial Foundation

EIN 81-6012557 • 501(c)3 • Bozeman, MT

Profile

Episcopal Church Memorial Foundation benefits St. James Episcopal Church in Bozeman, Montana and the Episcopal Diocese of Montana.

5 West OliveBozeman, MT 59715

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

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.

501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

62nd percentile

8.5%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$629,118

Up $49,494 (+8.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$629,118

Up $49,494 (+8.5%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin89th percentile

Revenue

Down

$25,682

Down $6,940 (-21%) from 2023

Expenses

Down

$13,589

Down $20,805 (-60%) from 2023

Net Income

Up

$12,093

Up $13,865 (+782%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $388,771Liabilities 2011: $02011Assets 2012: $424,000Liabilities 2012: $0Net Assets 2012: $424,0002012Assets 2013: $470,187Liabilities 2013: $0Net Assets 2013: $470,1872013Assets 2014: $488,395Net Assets 2014: $488,3952014Assets 2015: $440,802Net Assets 2015: $440,8022015Assets 2016: $467,361Net Assets 2016: $467,3612016Assets 2017: $531,943Liabilities 2017: $0Net Assets 2017: $531,9432017Assets 2018: $490,148Net Assets 2018: $490,1482018Assets 2019: $542,719Liabilities 2019: $0Net Assets 2019: $542,7192019Assets 2020: $591,839Liabilities 2020: $0Net Assets 2020: $591,8392020Assets 2021: $632,206Liabilities 2021: $0Net Assets 2021: $632,2062021Assets 2022: $543,841Liabilities 2022: $0Net Assets 2022: $543,8412022Assets 2023: $579,624Liabilities 2023: $0Net Assets 2023: $579,6242023Assets 2024: $629,118Liabilities 2024: $0Net Assets 2024: $629,1182024

Highlighted filing

2024

Assets$629,118
Liabilities$0
Net Assets$629,118
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $24,219Expenses 2011: $11,859Net Income 2011: $12,3602011Revenue 2012: $30,631Expenses 2012: $15,113Net Income 2012: $15,5182012Revenue 2013: $31,120Expenses 2013: $5,666Net Income 2013: $25,4542013Revenue 2014: $14,924Expenses 2014: $7,077Net Income 2014: $7,8472014Revenue 2015: $38,957Expenses 2015: $38,101Net Income 2015: $8562015Revenue 2016: $18,506Expenses 2016: $7,181Net Income 2016: $11,3252016Revenue 2017: $21,635Expenses 2017: $7,870Net Income 2017: $13,7652017Revenue 2018: $36,066Expenses 2018: $16,496Net Income 2018: $19,5702018Revenue 2019: $26,614Expenses 2019: $28,651Net Income 2019: -$2,0372019Revenue 2020: $14,011Expenses 2020: $6,644Net Income 2020: $7,3672020Revenue 2021: $68,469Expenses 2021: $40,888Net Income 2021: $27,5812021Revenue 2022: -$1,714Expenses 2022: $12,102Net Income 2022: -$13,8162022Revenue 2023: $32,622Expenses 2023: $34,394Net Income 2023: -$1,7722023Revenue 2024: $25,682Expenses 2024: $13,589Net Income 2024: $12,0932024

Highlighted filing

2024

Revenue$25,682
Expenses$13,589
Net Income$12,093
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$629,118
Liabilities
$0
Net assets
$629,118
Revenue
$25,682
Expenses
$13,589
Net income
$12,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.26$0.14$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.33$0.34$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.02$0.12$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.68$0.41$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.14$0.07$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.27$0.29$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.90$4.90$0.36$0.16$0.20
2017Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.22$0.08$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.67$4.67$0.19$0.07$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.41$4.41$0.39$0.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.88$4.88$0.15$0.07$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.31$0.06$0.25
2012Summary only. Only limited summary data is available for this year.$4.24$0.00$4.24$0.31$0.15$0.16
2011Summary only. Only limited summary data is available for this year.$3.89$0.00$0.24$0.12$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$30,240
Mission and Program Overview

Mission

Episcopal Church Memorial Foundation benefits St. James Episcopal Church in Bozeman, Montana and the Episcopal Diocese of Montana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$141,663$159,228▲ $17,565
Cash and Non-Interest-Bearing Accounts$2,761$1,894▼ $867
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$579,624$629,118▲ $49,494
Other Assets Total$435,200$467,996▲ $32,796
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$434,388$604,547▲ $170,159
Net Assets With Donor Restrictions$145,236$24,571▼ $120,665
Total Net Assets Fund Balance$579,624$629,118▲ $49,494
Total Liabilities and Net Assets / Fund Balance$579,624$629,118▲ $49,494
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Nancy BlakeVice President
Bob FarringtonBoard Member
Jim MitchellBoard Member
Keith NathanBoard Member
Mary WismanBoard Member
Brad FosterInterim Pres.
Sharon EversmanSecretary
Patricia DunnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$450
Program Service Revenue
$0
Investment Income
$25,232
Other Revenue
$0
All Other Contributions
$450
Change in Net Assets
$12,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,491
Grants and Similar Amounts Paid$6,098
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$6,647-$6,647
Grants to Domestic Orgs$6,098--$6,098
Fees for Services Accounting-$750-$750
Office Expenses$94--$94
Total Functional Expenses$6,192$7,397$0$13,589
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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 8B

“The Memorial Foundation has no committees.”

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

“After the Form 990 is completed by the Accountant, it is sent to the Treasurer. The Treasurer then emails it to all Board Members, requesting they review it and acknowledge back to the Treasurer that they have reviewed it. The Treasurer then lets the Accountant know that the Form 990 is acceptable and it is then electronically filed by the Accountant.”

Form 990, Part VI, Section B, Line 12C

“The Board members review and sign a form each year which lists any potential conflicts.”

Form 990, Part VI, Section C, Line 18

“Copies are at the church office and can be reviewed upon request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Episcopal Church Memorial Foundation
EIN
81-6012557
Phone
4065869093
Address
5 West Olive, Bozeman, MT 59715

Signing Officer

Name
Patricia Dunn
Title
Treasurer
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Dunn
Formed
1959
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Rosie Barndt CPA Pc
Address
3382 MONIDA STREET, BOZEMAN, MT 59718
Preparer
Rosie Barndt CPA PC
Phone
4062090411
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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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IRS990/PYGrantsAndSimilarPaidAmt027420
IRS990/PYInvestmentIncomeAmt032217
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06974
IRS990/PYOtherRevenueAmt05
IRS990/PYRevenuesLessExpensesAmt0-1772
IRS990/PYTotalExpensesAmt034394
IRS990/PYTotalRevenueAmt032622
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012093
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0467996
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Memorial Foundation has no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1After the Form 990 is completed by the Accountant, it is sent to the Treasurer. The Treasurer then emails it to all Board Members, requesting they review it and acknowledge back to the Treasurer that they have reviewed it. The Treasurer then lets the Accountant know that the Form 990 is acceptable and it is then electronically filed by the Accountant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board members review and sign a form each year which lists any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Copies are at the church office and can be reviewed upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0St James Episcopal Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0816005491
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To support St. James Episcopal Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05 W Olive Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Bozeman
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0St James Episcopal Church
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsBOYAmt0579624
IRS990/TotalAssetsEOYAmt0629118
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07397
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06192
IRS990/TotalFunctionalExpensesGrp/TotalAmt013589
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0579624
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0629118
IRS990/TotalProgramServiceExpensesAmt06192
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019595
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05637
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025682
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0579624
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0629118
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05 West Olive
IRS990/USAddress/CityNm0Bozeman
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IRS990/USAddress/ZIPCd059715
IRS990/VotingMembersGoverningBodyCnt08
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Dunn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Episcopal Church Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EPIS
ReturnHeader/Filer/EIN0816012557
ReturnHeader/Filer/PhoneNum04065869093
ReturnHeader/Filer/USAddress/AddressLine1Txt05 West Olive
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821279005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSIE BARNDT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03382 MONIDA STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04062090411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosie Barndt CPA PC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-15T16:02:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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