FURP.ORG / PUBLIC DATA EXPLORER

BOZEMAN PUBLIC SCHOOLS FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BOZEMAN PUBLIC SCHOOLS FOUNDATION (EIN 20-1645473)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201821359349312392
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T15:10:43-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rudd & Company PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13805 Valley Commons Drive Suite 7AddressLine1Txt
CityBozemanCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59718ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201645473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOZEMAN PUBLIC SCHOOLS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOZEBusinessNameControlTxt
Phone4065226071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1803AddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59771ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRISHA ZOWADAPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT HOLTON CPAPreparerPersonNm
PTINP00432520PTIN
Phone4065853393PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$510,103GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BOZEMANSCHOOLSFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionTO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers146TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$203,050PYContributionsGrantsAmt
CY Contributions Grants$498,110CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$15,202PYInvestmentIncomeAmt
CY Investment Income$10,911CYInvestmentIncomeAmt
PY Other Revenue$37,608PYOtherRevenueAmt
CY Other Revenue-$44,056CYOtherRevenueAmt
PY Total Revenue$255,860PYTotalRevenueAmt
CY Total Revenue$464,965CYTotalRevenueAmt
PY Grants And Similar Paid$226,313PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$329,541CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$65,415PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$66,096CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$34,000PYOtherExpensesAmt
CY Other Expenses$27,044CYOtherExpensesAmt
PY Total Expenses$325,728PYTotalExpensesAmt
CY Total Expenses$422,681CYTotalExpensesAmt
PY Revenues Less Expenses-$69,868PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$42,284CYRevenuesLessExpensesAmt
Total Assets BOY$471,856TotalAssetsBOYAmt
Total Assets EOY$564,037TotalAssetsEOYAmt
Total Liabilities BOY$87,417TotalLiabilitiesBOYAmt
Total Liabilities EOY$107,710TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$384,439NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$456,327NetAssetsOrFundBalancesEOYAmt
MissionTO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$230,090ExpenseAmt
Revenue$41,165RevenueAmt
DescGRANTS PROVIDED TO LOCAL TEACHERS FOR SUPPLIES AND MATERIALS TO ENHANCE AND PROVIDE ADDITIONAL OPPORTUNITIES TO STUDENTS. GRANTS TO THE LOCAL SCHOOL DISTRICT TO RENOVATE AND IMPROVE THE WILLSON AUDITORIUM.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$99,451ExpenseAmt
Revenue$83,190RevenueAmt
DescSCHOLARSHIPS AWARDED TO 50 WORTHY RECIPIENTS BASED UPON CRITERIA SET FORTH FROM THE DONOR.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$329,541TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJUDY SLATEPersonNm
Phone4065226071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1803AddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59771ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MELISSA CASPER MD
Director2.000.00Yes (X)$0$0$0
KEVIN BLACK
CHAIR2.000.00Yes (X)$0$0$0Yes (X)
ANN BERNARD
Director2.000.00Yes (X)$0$0$0
TONI O'BERRY
Director2.000.00Yes (X)$0$0$0
TOM HOLMBERG
Director2.000.00Yes (X)$0$0$0
CARL NEELY
Director2.000.00Yes (X)$0$0$0
DIANNE CORNEER
Director2.000.00Yes (X)$0$0$0
STEVE LANGLAS
Director2.000.00Yes (X)$0$0$0
WENDY BLAKE
Director2.000.00Yes (X)$0$0$0
DENISE HAYMAN
Director2.000.00Yes (X)$0$0$0
MANDIE LEIPHEIMER
Director2.000.00Yes (X)$0$0$0
BILL MILLS
Director2.000.00Yes (X)$0$0$0
JAMES MITCHELL
Director2.000.00Yes (X)$0$0$0
MELISSA MORAN
VICE CHAIR2.000.00Yes (X)$0$0$0Yes (X)
RENAE PINE
Secretary2.000.00Yes (X)$0$0$0Yes (X)
TRISHA ZOWADA
Treasurer2.000.00Yes (X)$0$0$0Yes (X)
JUDY SLATE
EXECUTIVE DIRECTOR40.000.00$0$0$0Yes (X)
ANNE HOSSNER
FORMER EXEC. DIRECTOR40.000.00$44,582$0$0Yes (X)
MARY J O'DONNELL
FORMER EXEC. DIRECTOR40.000.00$4,652$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$49,234TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$120,428FundraisingAmt
All Other Contributions$377,682AllOtherContributionsAmt
Total Contributions$498,110TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,993TotalRevenueColumnAmt
Related Or Exempt Func Income$11,993RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,082SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,082SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,082TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,082RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$120,428ContriRptFundraisingEventAmt
Fundraising Direct Expenses$44,056FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$44,056TotalRevenueColumnAmt
Exclusion-$44,056ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$464,965TotalRevenueColumnAmt
Related Or Exempt Func Income$10,911RelatedOrExemptFuncIncomeAmt
Exclusion-$44,056ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$230,090TotalAmt
Program Services$230,090ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$99,451TotalAmt
Program Services$99,451ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt
Management And General$40,000ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$20,775TotalAmt
Management And General$20,775ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,321TotalAmt
Management And General$5,321ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,542TotalAmt
Management And General$2,542ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,129TotalAmt
Management And General$8,129ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,853TotalAmt
Management And General$4,853ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$988TotalAmt
Management And General$988ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$395TotalAmt
Management And General$395ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Postage and Shipping$4,063$4,063
SUBSCRIPTIONS$2,538$2,538
SUPPLIES$1,446$1,446
DUES$635$635

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,455TotalAmt
Management And General$1,455ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$422,681TotalAmt
Program Services$329,541ProgramServicesAmt
Management And General$93,140ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$91,770BOYAmt
EOY$148,877EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$20,137BOYAmt
EOY$20,164EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$4,153EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$359,949BOYAmt
EOY$390,843EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$471,856BOYAmt
EOY$564,037EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,917BOYAmt
EOY$11,960EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$79,500BOYAmt
EOY$95,750EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$87,417BOYAmt
EOY$107,710EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,405BOYAmt
EOY$90,929EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$252,940BOYAmt
EOY$270,060EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$94,094BOYAmt
EOY$95,338EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$384,439BOYAmt
EOY$456,327EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$471,856BOYAmt
EOY$564,037EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$42,284ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$29,604NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$737,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,322,862CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$443,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$203,651CurrentTaxYearMinus1YearAmt
Current Tax Year$377,684CurrentTaxYearAmt
Total$3,085,256TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$737,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,322,862CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$443,566CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$203,651CurrentTaxYearMinus1YearAmt
Current Tax Year$377,684CurrentTaxYearAmt
Total$3,085,256TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,085,256PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,209CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,711CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,601CurrentTaxYearMinus1YearAmt
Current Tax Year$9,911CurrentTaxYearAmt
Total$60,076TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,209CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,711CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,601CurrentTaxYearMinus1YearAmt
Current Tax Year$9,911CurrentTaxYearAmt
Total$60,076TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$745,702CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,340,573CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$453,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$218,252CurrentTaxYearMinus1YearAmt
Current Tax Year$387,595CurrentTaxYearAmt
Total$3,145,332TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98090PublicSupportCY509Pct
Investment Income CY0.01910InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,094BeginningYearBalanceAmt
Contributions$1,000ContributionsAmt
Investment Earnings Or Losses$244InvestmentEarningsOrLossesAmt
End Year Balance$95,338EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$92,593BeginningYearBalanceAmt
Contributions$1,000ContributionsAmt
Investment Earnings Or Losses$501InvestmentEarningsOrLossesAmt
End Year Balance$94,094EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,802BeginningYearBalanceAmt
Contributions$42,350ContributionsAmt
Investment Earnings Or Losses$7,441InvestmentEarningsOrLossesAmt
End Year Balance$92,593EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,002BeginningYearBalanceAmt
Contributions$20,800ContributionsAmt
End Year Balance$42,802EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,002BeginningYearBalanceAmt
End Year Balance$22,002EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationTHE MONTANA COMMUNITY FOUNDATION HOLDS $86,237 OF FUNDS IN ENDOWMENT ON BEHALF OF THE BOZEMAN SCHOOLS FOUNDATION. BSF WILL RECEIVE EARNINGS, LESS ADMINISTRATIVE EXPENSES, FROM THE MONTANA COMMUNITY FOUNDATION IN PERPETUITY BUT HAS NO LEGAL RIGHT TO THE CORPUS, ONLY INVESTMENT EARNINGS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPELLING BEEEvent1Nm
Gross Receipts Event1$35,446GrossReceiptsEvent1Amt
Charitable Contri Event1$35,446CharitableContriEvent1Amt
Other Direct Expenses Event1$8,375OtherDirectExpensesEvent1Amt
Event2SANTA RUNEvent2Nm
Gross Receipts Event2$29,573GrossReceiptsEvent2Amt
Charitable Contri Event2$29,573CharitableContriEvent2Amt
Other Direct Expenses Event2$14,932OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$47,425GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$47,425CharitableContriOtherEventsAmt
Oth Direct Expnss Other Events$18,739OthDirectExpnssOtherEventsAmt
Gross Receipts Total$112,444GrossReceiptsTotalAmt
Charitable Contributions Tot$112,444CharitableContributionsTotAmt
Oth Direct Expnss Total Events$42,046OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$42,046DirectExpenseSummaryEventsAmt
Net Income Summary-$42,046NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BZN SCHOOL DISTRICT #7BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 WEST MAIN STREETAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd
FieldValueIRS element (for citing)
Cash Grant$230,090CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS AND GRANTSGrantTypeTxt
Recipient50RecipientCnt
Cash Grant$99,451CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
ANNE HOSSNER
FORMER EXEC. DIRECTOR$44,582$44,582
MARY J O'DONNELL
FORMER EXEC. DIRECTOR$4,652$4,652

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE BOZEMAN PUBLIC SCHOOLS FOUNDATION'S FORM 990 WILL BE REVIEWED BY THE FOUNDATION TREASURER AND THEN PRESENTED TO THE ENTIRE BOARD OF DIRECTORS TO BE REVIEWED AND APPROVED AT A MONTHLY BOARD MEETING BEFORE SUBMITTAL.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementTHE BOARD OF DIRECTORS APPROVE THE EXECUTIVE DIRECTORS SALARY DURING BOARD MEETINGS.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableFINANCIAL STATEMENTS, POLICIES, BY-LAWS AND ALL GOVERNING DOCUMENTS ARE AVAILABLE IN THE BSF OFFICE BY REQUEST TO THE BSF EXECUTIVE DIRECTOR AT ANY TIME.