Civic Intelligence

Epoch Inc

EIN 88-1567104 • 501(c)3 • Bozeman, MT

Profile

To provide waldorf-inspired educational opportunities to grade school children and their families.

1778 Moffit Gulch RdBozeman, MT 59715

www.epochbzn.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$19,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$18,400

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$18,790

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

$75,165

No earlier filing loaded for comparison.

Expenses

$56,375

No earlier filing loaded for comparison.

Net Income

$18,790

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2022: $18,400Net Assets 2022: $18,7902022

Highlighted filing

2022

Assets$18,400
Liabilities-
Net Assets$18,790
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2022: $75,165Expenses 2022: $56,375Net Income 2022: $18,7902022

Highlighted filing

2022

Revenue$75,165
Expenses$56,375
Net Income$18,790
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,400
Liabilities
-
Net assets
$18,790
Revenue
$75,165
Expenses
$56,375
Net income
$18,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$18.4$18.8$75.2$56.4$18.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 8, 2023
Return Version
2022v5.0
Gross Receipts
$75,165
Mission and Program Overview

Mission

To provide waldorf-inspired educational opportunities to grade school children and their families.

Program Services

DescriptionGrantsExpenses
EPOCH SERVED 15 STUDENTS IN 2022, AGES 5 TO 8, TAKING THEM THROUGH A HYBRID WALDORF-INSPIRED CURRICULUM COVERING GRADES 1-3. ENHANCED LEARNING PATHS ASSISTED 5 HIGH-NEED STUDENTS IN ACCELERATING THEIR LEARNING PROGRESSION WIth THE GOAL OF GETTING THEM 'ON-LEVEL'.-$56,375
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHELSEA VAILPresidentFT$19,000-$19,000
JUSTIN JACKSONCofounder-$2,544-$2,544
ISABELLE BRIDGES BOESCHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Epoch Inc
EIN
88-1567104
Phone
4066004290
Address
1778 MOFFIT GULCH RD, BOZEMAN, MT 59715

Signing Officer

Name
Chelsea Vail
Title
President
Signed
2023-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Amatics CPA Group
Address
45 Discovery Drive, Bozeman, MT 59718
Preparer
Jason Brown
Phone
4064041925
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $5752”

Other Expenses.1005

“Travel $71”

Other Expenses.1012

“Insurance $460”

Other Expenses.2

“BANK FEES $1831”

Other Expenses.3

“SUBSCRIPTIONS $558”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $13078”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JUSTIN HACKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04066004290
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01778 MOFFIT GULCH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059715
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05322
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019314
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018790
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010660
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018400
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt075165
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LoansToFromOfficersAmt017312
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018790
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018400
IRS990EZ/OccupancyRentUtltsAndMaintAmt013571
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt019000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12544
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHELSEA VAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUSTIN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ISABELLE BRIDGES BOESCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COFOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013078
IRS990EZ/OtherExpensesTotalAmt08672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE WALDORF-INSPIRED EDUCATIONAL OPPORTUNITIES TO GRADE SCHOOL CHILDREN AND THEIR FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt02318
IRS990EZ/ProgramServiceRevenueAmt055851
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EPOCH SERVED 15 STUDENTS IN 2022, AGES 5 TO 8, TAKING THEM THROUGH A HYBRID WALDORF-INSPIRED CURRICULUM COVERING GRADES 1-3. ENHANCED LEARNING PATHS ASSISTED 5 HIGH-NEED STUDENTS IN ACCELERATING THEIR LEARNING PROGRESSION WIth THE GOAL OF GETTING THEM 'ON-LEVEL'.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056375
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021154
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056375
IRS990EZ/TotalProgramServiceExpensesAmt056375
IRS990EZ/TotalRevenueAmt075165
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.epochbzn.com/
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019312
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt019312
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019312
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019312
IRS990ScheduleA/TotalSupportAmt019312
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt017312
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JUSTIN JACKSON
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CO-FOUNDER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $5752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $1831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBSCRIPTIONS $558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $0 Accounts Receivable - Ending $13078
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHELSEA VAIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EPOCH INC
ReturnHeader/Filer/BusinessNameControlTxt0EPOC
ReturnHeader/Filer/EIN0881567104
ReturnHeader/Filer/PhoneNum04066004290
ReturnHeader/Filer/USAddress/AddressLine1Txt01778 MOFFIT GULCH RD
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463057681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amatics CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Discovery Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059718
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BROWN
ReturnHeader/ReturnTs02023-09-08T07:26:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHELSEA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VAIL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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