BOZEMAN PUBLIC SCHOOLS FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BOZEMAN PUBLIC SCHOOLS FOUNDATION (EIN 20-1645473)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-01-13
IRS object ID: 201440139349303304
Schema version: 2012v2.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-01-13T15:29:05-08:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Rudd & Company PLLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3805 Valley Commons Drive Suite 7	AddressLine1
City	Bozeman	City
State	MT	State
ZIP Code	59718	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	201645473	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BOZEMAN PUBLIC SCHOOLS FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BOZE	NameControl
Phone	4065226071	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1803	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59771	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROBIN HUBLEY	Name
Title	Treasurer	Title
Date Signed	2013-10-31	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SCOTT HOLTON CPA	Name
PTIN	P00432520	PTIN
Phone	4065853393	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	797440	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	WWW.BOZEMANSCHOOLSFOUNDATION.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2004	YearFormation
State Legal Domicile	MT	StateLegalDomicile
Activity Or Mission Description	TO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	17	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	3	TotalNbrEmployees
Total Nbr Volunteers	60	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	472538	ContributionsGrantsPriorYear
Contributions Grants Current Year	737493	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	2585	InvestmentIncomePriorYear
Investment Income Current Year	2840	InvestmentIncomeCurrentYear
Other Revenue Prior Year	39763	OtherRevenuePriorYear
Other Revenue Current Year	33079	OtherRevenueCurrentYear
Total Revenue Prior Year	514886	TotalRevenuePriorYear
Total Revenue Current Year	773412	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	121848	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	97527	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	56398	SalariesEtcPriorYear
Salaries Etc Current Year	67590	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	39375	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	39375	TotalFundrsngExpCurrentYear
Other Expense Prior Year	46727	OtherExpensePriorYear
Other Expenses Current Year	22089	OtherExpensesCurrentYear
Total Expenses Prior Year	224973	TotalExpensesPriorYear
Total Expenses Current Year	226581	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	289913	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	546831	RevenuesLessExpensesCY
Total Assets BOY	513313	TotalAssetsBOY
Total Assets EOY	1063702	TotalAssetsEOY
Total Liabilities BOY	92979	TotalLiabilitiesBOY
Total Liabilities EOY	91168	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	420334	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	972534	NetAssetsOrFundBalancesEOY
Mission Description	TO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	51890	Expense
Revenue	116873	Revenue
Description	SCHOLARSHIPS AWARDED TO WORTHY RECIPIENTS BASED UPON CRITERIA SET FORTH FROM THE DONOR.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	45637	Expense
Revenue	29500	Revenue
Description	GRANTS PROVIDED TO LOCAL TEACHERS FOR SUPPLIES AND MATERIALS TO ENHANCE AND PROVIDE ADDITIONAL OPPORTUNITIES TO STUDENTS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	97527	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	true	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	3	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	17	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	false	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	false	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ROBIN HUBLEY	NamePerson
Telephone Number	4066005649	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	619 CORNELL DRIVE	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59715	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Key EmployeeKeyEmployee
GARY LUSIN
BOARD LIAISON	0.00	0.00	0	0	0
ROB WATSON
BOARD LIAISON	0.00	0.00	0	0	0
STEVE JOHNSON
BOARD LIAISON	0.00	0.00	0	0	0
DENISE HAYMAN
BOARD LIAISON	0.00	0.00	0	0	0
CHRISTINE HODGSON
Director	1.00	0.00	0	0	0	X
ANDREW WILLET
Director	1.00	0.00	0	0	0	X
BRUCE GRUBBS
Director	1.00	0.00	0	0	0	X
HEATHER HART
Director	1.00	0.00	0	0	0	X
RHONDA RUSSELL
Director	1.00	0.00	0	0	0	X
JERRY CASHMAN
Director	1.00	0.00	0	0	0	X
WENDY BLAKE
Director	1.00	0.00	0	0	0	X
KEVIN BLACK
Director	1.00	0.00	0	0	0	X
DEREK BRONKEN
Director	1.00	0.00	0	0	0	X
ROBIN HUBLEY
Treasurer	5.00	0.00	0	0	0		X
JULIE HITCHCOCK
Vice Chair	1.00	0.00	0	0	0		X
JIM THOMPSON
Secretary	1.00	0.00	0	0	0		X
JENNI MCGHAY
Chair	1.00	0.00	0	0	0		X
MARYJO O'DONNELL
EXECUTIVE DIRECTOR	20.00	0.00	38684	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	38684	TotalReportableCompFromOrg
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	737493	AllOtherContributions
Noncash Contributions	5500	NoncashContributions
Total Contributions	737493	TotalContributions
Total Program Service Revenue	0	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2840	TotalRevenueColumn
Related Or Exempt Function Income	2840	RelatedOrExemptFunctionIncome

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	57107	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	24028	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	33079	TotalRevenueColumn
Exclusion	$33,079	ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	773412	TotalRevenueColumn
Related Or Exempt Function Income	2840	RelatedOrExemptFunctionIncome
Exclusion	$33,079	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	45637	Total
Program Services	45637	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	51890	Total
Program Services	51890	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	38684	Total
Management And General	38684	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	21279	Total
Management And General	21279	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	915	Total
Management And General	915	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	6712	Total
Management And General	6712	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	5900	Total
Management And General	5900	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	39375	Total
Fundraising	39375	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	746	Total
Management And General	746	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	0	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1068	Total
Management And General	1068	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	0	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1526	Total
Management And General	1526	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	0	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	0	Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
TELEPHONE	1294	1294
SUBSCRIPTIONS	2395	2395
Printing and Publications	2982	2982
Postage and Shipping	4408	4408

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1770	Total
Management And General	1770	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	226581	Total
Program Services	97527	ProgramServices
Management And General	89679	ManagementAndGeneral
Fundraising	39375	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	56938	BOY
EOY	113864	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	40079	BOY
EOY	40103	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	33087	BOY
EOY	7200	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
EOY	1118	EOY

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	383209	BOY
EOY	901417	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	513313	BOY
EOY	1063702	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	34229	BOY
EOY	21143	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	58750	BOY
EOY	70024	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
EOY	1	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	92979	BOY
EOY	91168	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	8756	BOY
EOY	11457	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	389576	BOY
EOY	938275	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	22002	BOY
EOY	22802	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	420334	BOY
EOY	972534	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	513313	BOY
EOY	1063702	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	546831	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	5369	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	121774	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	156480	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	160729	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	462614	CurrentTaxYearMinus1Year
Current Tax Year	737493	CurrentTaxYear
Total	1639090	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Total	0	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Total	0	Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

Field	Value	IRS element (for citing)
Total	0	Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	121774	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	156480	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	160729	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	462614	CurrentTaxYearMinus1Year
Current Tax Year	737493	CurrentTaxYear
Total	1639090	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	1639090	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1069	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1295	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	208	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2586	CurrentTaxYearMinus1Year
Current Tax Year	2840	CurrentTaxYear
Total	7998	Total

Post1975 UBTI Post1975UBTI

Field	Value	IRS element (for citing)
Total	0	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1069	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1295	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	208	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2586	CurrentTaxYearMinus1Year
Current Tax Year	2840	CurrentTaxYear
Total	7998	Total

Net Income From Other UBI NetIncomeFromOtherUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Total	0	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	122843	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	157775	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	160937	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	465200	CurrentTaxYearMinus1Year
Current Tax Year	740333	CurrentTaxYear
Total	1647088	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99510	PublicSupportPercentage509
Prior Year Support Percentage	0.99380	PriorYearSupportPercentage
Investment Income Percentage	0.00490	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00620	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	22002	BeginningOfYearBalance
Contributions	800	Contributions
Investment Earnings Or Losses	135	InvestmentEarningsOrLosses
Administrative Expenses	135	AdministrativeExpenses
End Of Year Balance	22802	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	20084	BeginningOfYearBalance
Contributions	400	Contributions
Investment Earnings Or Losses	1681	InvestmentEarningsOrLosses
Administrative Expenses	163	AdministrativeExpenses
End Of Year Balance	22002	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	18093	BeginningOfYearBalance
Investment Earnings Or Losses	2149	InvestmentEarningsOrLosses
Administrative Expenses	158	AdministrativeExpenses
End Of Year Balance	20084	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Rounding	Description
Amount	$1	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	1	TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	Part V, Line 4	Identifier
Return Reference	Part V, Line 4: Intended uses of the endowment fund.	ReturnReference
Explanation	THE MONTANA COMMUNITY FOUNDATION HOLDS $71,858 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.	Explanation

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	true	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

Field	Value	IRS element (for citing)
Business Name Line1	COMPASS GROUP	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	7 SUMMER GROVE	AddressLine1
City	CORDOVA	City
State	TN	State
ZIP Code	38018	ZIPCode

Field	Value	IRS element (for citing)
Activity	CAPITAL CAMPAIG	Activity
Fundraiser Control Of Funds	false	FundraiserControlOfFunds
Amount Retained By Contractor	39375	AmountRetainedByContractor

Field	Value	IRS element (for citing)
Total Retained By Contractors	39375	TotalRetainedByContractors

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	SPELLING BEE	NameOfEvent1
Gross Receipts Event1	28415	GrossReceiptsEvent1
Gross Revenue Event1	28415	GrossRevenueEvent1
Other Direct Expenses Event1	9394	OtherDirectExpensesEvent1
Name Of Event2	EXCELLENCE IN EDUCATION	NameOfEvent2
Gross Receipts Event2	10235	GrossReceiptsEvent2
Gross Revenue Event2	10235	GrossRevenueEvent2
Other Direct Expenses Event2	4069	OtherDirectExpensesEvent2
Total Number Of Other Events	1	TotalNumberOfOtherEvents
Gross Receipts Other Events	6823	GrossReceiptsOtherEvents
Gross Revenue Other Events	6823	GrossRevenueOtherEvents
Other Direct Expenses Other Events	5706	OtherDirectExpensesOtherEvents
Gross Receipts Total	45473	GrossReceiptsTotal
Gross Revenue Total Events	45473	GrossRevenueTotalEvents
Other Direct Expenses Total Events	19169	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	19169	DirectExpenseSummaryEvents
Net Income Summary	26304	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	false	RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	BZN SCHOOL DISTRICT #7	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	404 WEST MAIN STREET	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59715	ZIPCode

Field	Value	IRS element (for citing)
Amount Of Cash Grant	45637	AmountOfCashGrant
Amount Of Non Cash Assistance	0	AmountOfNonCashAssistance
Method Of Valuation	FMV	MethodOfValuation

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	1	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS AND GRANTS	TypeOfGrant
Number Of Recipients	25	NumberOfRecipients
Amount Of Cash Grant	51890	AmountOfCashGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	FINANCIAL STATEMENTS, POLICIES, BY-LAWS AND ALL GOVERNING DOCUMENTS ARE AVAILABLE IN THE BSF OFFICE BY REQUEST TO THE BSF EXECUTIVE DIRECTOR AT ANY TIME.
Form 990, Part VI, Line 15a	Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	THE BOARD OF DIRECTORS APPROVE THE EXECUTIVE DIRECTORS SALARY DURING BOARD MEETINGS.
Form 990, Part VI, Line 11b	Form 990, Part VI, Line 11b: Form 990 Review Process	THE 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.