Civic Intelligence

Bozeman Summit School Inc.

990T • Fiscal year 2024 • EIN 84-1413419

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 27, 2025

Organization Profilewww.bozemansummitschool.org
3001 W Villard StBozeman, MT 59718

(406) 585-3778

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,436,994Liabilities 2011: $716,968Net Assets 2011: $720,0252011Assets 2012: $1,373,823Liabilities 2012: $694,139Net Assets 2012: $679,6842012Assets 2013: $1,386,980Liabilities 2013: $683,881Net Assets 2013: $703,0992013Assets 2014: $1,234,824Liabilities 2014: $574,584Net Assets 2014: $660,2402014Assets 2015: $1,191,375Liabilities 2015: $549,906Net Assets 2015: $641,4692015Assets 2016: $1,169,603Liabilities 2016: $563,078Net Assets 2016: $606,5252016Assets 2017: $1,220,871Liabilities 2017: $540,292Net Assets 2017: $680,5792017Assets 2018: $1,195,956Liabilities 2018: $547,124Net Assets 2018: $648,8322018Assets 2019: $1,261,688Liabilities 2019: $574,141Net Assets 2019: $687,5472019Assets 2020: $1,381,420Liabilities 2020: $629,748Net Assets 2020: $751,6722020Assets 2021: $1,477,064Liabilities 2021: $522,977Net Assets 2021: $954,0872021Assets 2022: $1,606,542Liabilities 2022: $570,541Net Assets 2022: $1,036,0012022Assets 2023: $1,655,323Liabilities 2023: $545,118Net Assets 2023: $1,110,2052023Assets 2024: $1,716,359Liabilities 2024: $373,319Net Assets 2024: $1,343,0402024

Latest loaded filing

2024

Assets$1,716,359
Liabilities$373,319
Net Assets$1,343,040
Open 2024 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $486,035Expenses 2011: $454,796Net Income 2011: $31,2392011Revenue 2012: $407,497Expenses 2012: $447,837Net Income 2012: -$40,3402012Revenue 2013: $455,148Expenses 2013: $431,733Net Income 2013: $23,4152013Revenue 2014: $390,953Expenses 2014: $436,313Net Income 2014: -$45,3602014Revenue 2015: $463,817Expenses 2015: $482,587Net Income 2015: -$18,7702015Revenue 2016: $412,280Expenses 2016: $447,224Net Income 2016: -$34,9442016Revenue 2017: $569,757Expenses 2017: $495,703Net Income 2017: $74,0542017Revenue 2018: $466,835Expenses 2018: $498,582Net Income 2018: -$31,7472018Revenue 2019: $592,238Expenses 2019: $553,523Net Income 2019: $38,7152019Revenue 2020: $661,692Expenses 2020: $597,567Net Income 2020: $64,1252020Revenue 2021: $733,411Expenses 2021: $530,996Net Income 2021: $202,4152021Revenue 2022: $662,793Expenses 2022: $580,878Net Income 2022: $81,9152022Revenue 2023: $789,763Expenses 2023: $715,559Net Income 2023: $74,2042023Revenue 2024: $1,058,814Expenses 2024: $825,979Net Income 2024: $232,8352024

Latest loaded filing

2024

Revenue$1,058,814
Expenses$825,979
Net Income$232,835
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 27, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

Bozeman summit school's mission is to encourage life-long learning by providing a challenging, well-rounded and individualized education based on montessori principles that nurture the developmental needs of all students.

Filing and Contact Details

Filer

Filer Name
Bozeman Summit School Inc
EIN
84-1413419
Phone
4065853778
Address
3001 W VILLARD ST, BOZEMAN, MT 59718

Signing Officer

Name
Mitch Johnson
Title
Treasurer
Signed
2025-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Rudd & Company PLLC
Address
3805 Valley Commons Dr Ste 7, Bozeman, MT 59718
Preparer
Holly Galen CPA
Phone
4065853393
Raw XML Appendix71 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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IRS990T/BooksInCareOfDetail/PhoneNum04065705026
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 10332
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd059719
IRS990T/BookValueAssetsEOYAmt01716359
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0-4471
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-4471
IRS990TScheduleA/TotUnrltTrdBusIncmAmt09881
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt014352
IRS990TScheduleA/TradeOrBusinessDesc0LESSSOR OF COMMERCIAL REAL ESTATE
IRS990TScheduleA/UBIBeforeNOLDedAmt0-4471
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-4471
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt014352
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.43529
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt0374403
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt0860130
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt022701
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt09881
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt027722
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt05249
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt032971
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt03001 W VILLARD ST
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0BOZEMAN
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0MT
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd059718
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOZEMAN SUMMIT SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0841413419
ReturnHeader/Filer/PhoneNum04065853778
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 W VILLARD ST
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820467399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rudd & Company PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Valley Commons Dr Ste 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04065853393
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY GALEN CPA
ReturnHeader/ReturnTs02025-01-27T15:22:06-08:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.37$1.34$1.06$0.83$0.23
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.55$1.11$0.79$0.72$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.57$1.04$0.66$0.58$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.52$0.95$0.73$0.53$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.63$0.75$0.66$0.60$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.57$0.69$0.59$0.55$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.55$0.65$0.47$0.50$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.54$0.68$0.57$0.50$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.56$0.61$0.41$0.45$0.03
2015Summary only. Only limited summary data is available for this year.$1.19$0.55$0.64$0.46$0.48$0.02
2014Summary only. Only limited summary data is available for this year.$1.23$0.57$0.66$0.39$0.44$0.05
2013Summary only. Only limited summary data is available for this year.$1.39$0.68$0.70$0.46$0.43$0.02
2012Summary only. Only limited summary data is available for this year.$1.37$0.69$0.68$0.41$0.45$0.04
2011Summary only. Only limited summary data is available for this year.$1.44$0.72$0.72$0.49$0.45$0.03