FURP.ORG / PUBLIC DATA EXPLORER

BOZEMAN PUBLIC SCHOOLS FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BOZEMAN PUBLIC SCHOOLS FOUNDATION (EIN 20-1645473)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-01-30
IRS object ID
201540309349301109
Schema version
2013v4.0
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)
Return2015-01-30T08:04:04-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rudd & Company PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13805 Valley Commons Drive Suite 7AddressLine1
CityBozemanCity
StateMTState
ZIP Code59718ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201645473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOZEMAN PUBLIC SCHOOLS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBOZEBusinessNameControlTxt
Phone4065226071PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1803AddressLine1
CityBOZEMANCity
StateMTState
ZIP Code59771ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBIN HUBLEYPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2015-01-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT HOLTON CPAPreparerPersonNm
PTINP00432520PTIN
Phone4065853393PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$1,388,737GrossReceiptsAmt
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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$737,493PYContributionsGrantsAmt
CY Contributions Grants$1,322,862CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,840PYInvestmentIncomeAmt
CY Investment Income$7,088CYInvestmentIncomeAmt
PY Other Revenue$33,079PYOtherRevenueAmt
CY Other Revenue$42,621CYOtherRevenueAmt
PY Total Revenue$773,412PYTotalRevenueAmt
CY Total Revenue$1,372,571CYTotalRevenueAmt
PY Grants And Similar Paid$97,527PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$97,261CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$67,590PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$62,611CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$39,375PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,231CYTotalFundraisingExpenseAmt
PY Other Expenses$22,089PYOtherExpensesAmt
CY Other Expenses$226,017CYOtherExpensesAmt
PY Total Expenses$226,581PYTotalExpensesAmt
CY Total Expenses$385,889CYTotalExpensesAmt
PY Revenues Less Expenses$546,831PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$986,682CYRevenuesLessExpensesAmt
Total Assets BOY$1,063,702TotalAssetsBOYAmt
Total Assets EOY$2,017,843TotalAssetsEOYAmt
Total Liabilities BOY$91,168TotalLiabilitiesBOYAmt
Total Liabilities EOY$48,004TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$972,534NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,969,839NetAssetsOrFundBalancesEOYAmt
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$62,012ExpenseAmt
Revenue$71,859RevenueAmt
DescSCHOLARSHIPS AWARDED TO WORTHY RECIPIENTS BASED UPON CRITERIA SET FORTH FROM THE DONOR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$35,249ExpenseAmt
Revenue$36,039RevenueAmt
DescGRANTS PROVIDED TO LOCAL TEACHERS FOR SUPPLIES AND MATERIALS TO ENHANCE AND PROVIDE ADDITIONAL OPPORTUNITIES TO STUDENTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$97,261TotalProgramServiceExpensesAmt
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 LiabilitiesYes (true)ReportOtherLiabilitiesInd
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 RequiredfalseScheduleJRequiredInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee3EmployeeCnt
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
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 Members18GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
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 PolicyfalseConflictOfInterestPolicyInd
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)
PersonROBIN HUBLEYPersonNm
Phone4066005649PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1619 CORNELL DRIVEAddressLine1
CityBOZEMANCity
StateMTState
ZIP Code59715ZIPCode
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 OrgAverageHoursPerWeekRltdOrgRtReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndKey EmployeeKeyEmployeeInd
ROB WATSON
BOARD LIASON0.000.00$0$0$0
STEVE JOHNSON
BOARD LIASON0.000.00$0$0$0
WENDY TAGE
BOARD LIASON0.000.00$0$0$0
DENISE HAYMAN
BOARD LIASON0.000.00$0$0$0
KEVIN BLACK
Director1.000.00$0$0$0Yes (X)
WENDY BLAKE
Director1.000.00$0$0$0Yes (X)
JIM THOMPSON
Secretary1.000.00$0$0$0Yes (X)
BRUCE GRUBBS
Director1.000.00$0$0$0Yes (X)
JULIE HITCHCOCK
Vice Chair1.000.00$0$0$0Yes (X)
ANDREW WILLET
Director1.000.00$0$0$0Yes (X)
ROBIN HUBLEY
Treasurer5.000.00$0$0$0Yes (X)
CINDY CHRISTIN
Director1.000.00$0$0$0Yes (X)
CHRISTINE HODGSON
Director1.000.00$0$0$0Yes (X)
RENAE PINE
Director1.000.00$0$0$0Yes (X)
KC TOLLIVER
Director1.000.00$0$0$0Yes (X)
TRISHA ZOWADA
Director1.000.00$0$0$0Yes (X)
BENJAMIN BENNETT
Director1.000.00$0$0$0Yes (X)
JENNI MCGHAY
Chair1.000.00$0$0$0Yes (X)
MARYJO O'DONNELL
EXECUTIVE DIRECTOR30.000.00$39,998$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$39,998TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,322,862AllOtherContributionsAmt
Noncash Contributions$1,560NoncashContributionsAmt
Total Contributions$1,322,862TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,088TotalRevenueColumnAmt
Related Or Exempt Func Income$7,088RelatedOrExemptFuncIncomeAmt

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

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$58,787FundraisingGrossIncomeAmt
Fundraising Direct Expenses$16,166FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,621TotalRevenueColumnAmt
Exclusion$42,621ExclusionAmt

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$1,372,571TotalRevenueColumnAmt
Related Or Exempt Func Income$7,088RelatedOrExemptFuncIncomeAmt
Exclusion$42,621ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$72,661TotalAmt
Program Services$72,661ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$24,600TotalAmt
Program Services$24,600ProgramServicesAmt

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$39,998TotalAmt
Management And General$39,998ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,423TotalAmt
Management And General$16,423ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$686TotalAmt
Management And General$686ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,504TotalAmt
Management And General$5,504ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,531TotalAmt
Management And General$6,531ManagementAndGeneralAmt

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$1,294TotalAmt
Management And General$1,294ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$187,842TotalAmt
Management And General$187,842ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,589TotalAmt
Management And General$9,358ManagementAndGeneralAmt
Fundraising$2,231FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$276TotalAmt
Management And General$276ManagementAndGeneralAmt

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$689TotalAmt
Management And General$689ManagementAndGeneralAmt

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$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Printing and Publications$9,022$9,022
SUBSCRIPTIONS$2,401$2,401
SUPPLIES$1,512$1,512
RENTAL FEES$1,251$1,251

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,610TotalAmt
Management And General$3,610ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$385,889TotalAmt
Program Services$97,261ProgramServicesAmt
Management And General$286,397ManagementAndGeneralAmt
Fundraising$2,231FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$113,864BOYAmt
EOY$233,185EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,103BOYAmt
EOY$354,531EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,200BOYAmt
EOY$6,300EOYAmt

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)
BOY$1,118BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$901,417BOYAmt
EOY$1,423,827EOYAmt

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$1,063,702BOYAmt
EOY$2,017,843EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,506BOYAmt
EOY$14,403EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$63,661BOYAmt
EOY$33,600EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1BOYAmt
EOY$1EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$91,168BOYAmt
EOY$48,004EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,457BOYAmt
EOY$30,627EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$938,275BOYAmt
EOY$1,894,160EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,802BOYAmt
EOY$45,052EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$972,534BOYAmt
EOY$1,969,839EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,063,702BOYAmt
EOY$2,017,843EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$986,682ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,623NetUnrlzdGainsLossesInvstAmt
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$156,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$160,729CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$462,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$737,493CurrentTaxYearMinus1YearAmt
Current Tax Year$1,322,862CurrentTaxYearAmt
Total$2,840,178TotalAmt

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$156,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$160,729CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$462,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$737,493CurrentTaxYearMinus1YearAmt
Current Tax Year$1,322,862CurrentTaxYearAmt
Total$2,840,178TotalAmt

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$2,840,178PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,586CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,209CurrentTaxYearMinus1YearAmt
Current Tax Year$7,088CurrentTaxYearAmt
Total$19,386TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,586CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,209CurrentTaxYearMinus1YearAmt
Current Tax Year$7,088CurrentTaxYearAmt
Total$19,386TotalAmt

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$157,775CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$160,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$465,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$745,702CurrentTaxYearMinus1YearAmt
Current Tax Year$1,329,950CurrentTaxYearAmt
Total$2,859,564TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99320PublicSupportCY509Pct
Public Support PY5090.98540PublicSupportPY509Pct
Investment Income CY0.00680InvestmentIncomeCYPct
Investment Income PY0.01460InvestmentIncomePYPct
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$22,802BeginningYearBalanceAmt
Contributions$22,250ContributionsAmt
End Year Balance$45,052EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,002BeginningYearBalanceAmt
Contributions$800ContributionsAmt
Investment Earnings Or Losses$135InvestmentEarningsOrLossesAmt
Administrative Expenses$135AdministrativeExpensesAmt
End Year Balance$22,802EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,084BeginningYearBalanceAmt
Contributions$400ContributionsAmt
Investment Earnings Or Losses$1,681InvestmentEarningsOrLossesAmt
Administrative Expenses$163AdministrativeExpensesAmt
End Year Balance$22,002EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,093BeginningYearBalanceAmt
Investment Earnings Or Losses$2,149InvestmentEarningsOrLossesAmt
Administrative Expenses$158AdministrativeExpensesAmt
End Year Balance$20,084EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt
FieldValueIRS element (for citing)
Total Liability$1TotalLiabilityAmt

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 $71,858 OF FUNDS IN ENDOWMENT ON BEHALF OF THE BOZEMAN SCHOOLS FOUNDATION. BPSF 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)
Name Of Event1SPELLING BEENameOfEvent1Amt
Gross Receipts Event1$29,302GrossReceiptsEvent1Amt
Gross Revenue Event1$29,302GrossRevenueEvent1Amt
Rent Facility Costs Event1$1,977RentFacilityCostsEvent1Amt
Food And Beverage Event1$3,463FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$3,102OtherDirectExpensesEvent1Amt
Name Of Event2EXCELLENCE IN EDUCATIONNameOfEvent2Amt
Gross Receipts Event2$19,532GrossReceiptsEvent2Amt
Gross Revenue Event2$19,532GrossRevenueEvent2Amt
Food And Beverage Event2$1,745FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$3,275OtherDirectExpensesEvent2Amt
Gross Receipts Total$48,834GrossReceiptsTotalAmt
Gross Revenue Total Events$48,834GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,977RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$5,208FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$6,377OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$13,562DirectExpenseSummaryEventsAmt
Net Income Summary$35,272NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDesc
BZN SCHOOL DISTRICT #7
404 WEST MAIN STREETBOZEMANMT59715$41,911$0FMV
MONTANA STATE UNIVERSITY
PO BOX 174160BOZEMANMT59717$15,000$0FMV
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS AND GRANTSGrantTypeTxt
Recipient11RecipientCnt
Cash Grant$24,600CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

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.