Civic Intelligence

Bozeman Sunrise Rotary Foundation

EIN 92-0585559 • 501(c)3 • Bozeman, MT

Pub. 78 Eligible

Profile

Our mission is to provide service to others and promote goodwill and peace by supporting education, health, the environment and quality of life in our community and around the world.

PO Box 6523Bozeman, MT 59771

www.bozemansunriserotary.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.60x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.87x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

23rd percentile

-21%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

84%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

268%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$249,344

Up $113,650 (+84%) from 2023

Liabilities

$150,000

No earlier filing loaded for comparison.

Net Assets

Down

$99,344

Down $36,350 (-27%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin23rd percentile

Revenue

Up

$172,441

Up $125,577 (+268%) from 2023

Expenses

Up

$208,791

Up $207,869 (+22545%) from 2023

Net Income

Down

-$36,350

Down $82,292 (-179%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$300K$200K$100K$0Assets 2022: $89,752Net Assets 2022: $89,7522022Assets 2023: $135,694Net Assets 2023: $135,6942023Assets 2024: $249,344Liabilities 2024: $150,000Net Assets 2024: $99,3442024

Highlighted filing

2024

Assets$249,344
Liabilities$150,000
Net Assets$99,344
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$300K$200K$100K$0-$100KRevenue 2022: $90,854Expenses 2022: $1,102Net Income 2022: $89,7522022Revenue 2023: $46,864Expenses 2023: $922Net Income 2023: $45,9422023Revenue 2024: $172,441Expenses 2024: $208,791Net Income 2024: -$36,3502024

Highlighted filing

2024

Revenue$172,441
Expenses$208,791
Net Income-$36,350
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$249,344
Liabilities
$150,000
Net assets
$99,344
Revenue
$172,441
Expenses
$208,791
Net income
-$36,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$1.50$0.99$1.72$2.09$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.47$0.01$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.91$0.01$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$196,965
Mission and Program Overview

Mission

Our mission is to provide service to others and promote goodwill and peace by supporting education, health, the environment and quality of life in our community and around the world.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE - PROVIDE COMMUNITY HUMANITARIAN SERVICES-$173,930
VOCATIONAL SERVICES-$21,106
INTERNATIONAL SERVICES PROJECTS-$11,277
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robb MillerChairman-$0--
Laura KuntzVice President-$0--
Paddy StoyDirector-$0--
Trenda NicholsTreasurer-$0--
Keith NathanSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Auction$153,019-$5,469-
Total Events$153,019-$24,524$-24,524
Filing and Contact Details

Filer

Filer Name
Bozeman Sunrise Rotary Foundation
EIN
92-0585559
Phone
4062241995
Address
PO BOX 6523, BOZEMAN, MT 59771

Signing Officer

Name
Robb Miller
Title
Chairman
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Emerald Peak Advisors LLC
Address
1200 Stonegate Dr, Bozeman, MT 59715
Preparer
Scott A Holton
Phone
4065797045
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $225”

Other Expenses.1

“Park construction costs $154307”

Other Expenses.2

“Foundation support $28478”

Other Expenses.3

“SUPPLIES $19614”

Other Expenses.4

“AWARDS/PRIZES $4000”

Other Expenses.5

“QUICKBOOKS FEES $1166”

Other Expenses.6

“WEB HOSTING $341”

Other Expenses.7

“BANK FEES $300”

Other Expenses.8

“DUES $230”

Other Expenses.9

“Materials and signage $130”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $150000”

Raw XML Appendix170 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.

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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0135694
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robb Miller
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Keith Nathan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt092054
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0355416
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0153019
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024524
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018055
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018055
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-24524
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05469
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PARK CONSTRUCTION COSTS $154307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION SUPPORT $28478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $19614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS/PRIZES $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5QUICKBOOKS FEES $1166
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $150000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1008
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robb Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOZEMAN SUNRISE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOZE
ReturnHeader/Filer/EIN0920585559
ReturnHeader/Filer/PhoneNum04062241995
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6523
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059771
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0922609626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Emerald Peak Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 Stonegate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065797045
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott A Holton
ReturnHeader/ReturnTs02025-11-17T12:53:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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