FURP.ORG / PUBLIC DATA EXPLORER

BOZEMAN PUBLIC SCHOOLS FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BOZEMAN PUBLIC SCHOOLS FOUNDATION (EIN 20-1645473)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202611359349305001
Schema version
2024v5.2
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)
Return2026-05-15T08:11:39-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463057681PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Amatics CPA GroupBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 Discovery DriveAddressLine1Txt
CityBozemanCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59718ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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)
PersonPAIGE WYATTPersonNm
Person TitleChairPersonTitleTxt
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORGAN SCARRPreparerPersonNm
PTINP00747394PTIN
Phone4064041925PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJENNIFER LAMMERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1803AddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59771ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$757,206GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
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 Independent16VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$481,502PYContributionsGrantsAmt
CY Contributions Grants$593,621CYContributionsGrantsAmt
PY Program Service Revenue$18,800PYProgramServiceRevenueAmt
CY Program Service Revenue$94,500CYProgramServiceRevenueAmt
PY Investment Income$27,560PYInvestmentIncomeAmt
CY Investment Income$39,536CYInvestmentIncomeAmt
PY Other Revenue$5,084PYOtherRevenueAmt
CY Other Revenue$10,128CYOtherRevenueAmt
PY Total Revenue$532,946PYTotalRevenueAmt
CY Total Revenue$737,785CYTotalRevenueAmt
PY Grants And Similar Paid$336,739PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$406,128CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$134,597PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$181,748CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$41,577PYOtherExpensesAmt
CY Other Expenses$109,775CYOtherExpensesAmt
PY Total Expenses$512,913PYTotalExpensesAmt
CY Total Expenses$697,651CYTotalExpensesAmt
PY Revenues Less Expenses$20,033PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$40,134CYRevenuesLessExpensesAmt
Total Assets BOY$1,045,364TotalAssetsBOYAmt
Total Assets EOY$1,170,713TotalAssetsEOYAmt
Total Liabilities BOY$207,877TotalLiabilitiesBOYAmt
Total Liabilities EOY$235,503TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$837,487NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$935,210NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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$176,228ExpenseAmt
Grant$153,259GrantAmt
DescBOZEMAN READS IS A COMMUNITY-FACING FAMILY AND EARLY LITERACY PROGRAM RUN IN PARTNERSHIP WITH THE BOZEMAN SCHOOLS DISTRICT. BOZEMAN READS HOSTED FAMILY LITERACY NIGHTS, CONDUCTED HOME VISITS FOR FAMILIES, AND PROVIDED INSTRUCTION TO EARLY CHILDCARE PROVIDERS, REACHING PRE KINDERGARTEN LEARNERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$163,992ExpenseAmt
Grant$156,909GrantAmt
Revenue$94,500RevenueAmt
DescSCHOLARSHIPS AWARDED TO WORTHY RECIPIENTS BASED UPON CRITERIA SET FORTH FROM THE DONOR.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$131,430ExpenseAmt
Grant$62,170GrantAmt
DescThe Bozeman Schools Foundation works with students, families, BSD7 schools, and the Gallatin Valley Food Bank to raise awareness of food insecurity and raise funds for Kidspacks to support students who may otherwise go hungry.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$35,089ExpenseAmt
Grant$33,790GrantAmt
DescGRANTS TO TEACHERS, SCHOOLS AND THE SCHOOL DISTRICT FOR CLASSROOM SUPPLIES AND MATERIALS, RECREATIONAL AND PE EQUIPMENT AND/OR TO COVER STUDNET ESSENTIAL AND EMERGENCY NEEDS, SUCH AS SHORT-TERM HOUSING OR NUTRITIONAL SUPPORT.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$35,089TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$33,790TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$506,739TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
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
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
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
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
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)
PersonJENNIFER LAMMERSPersonNm
Phone4065226071PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JENNIFER LAMMERS
Executive Dir.35.000.00Yes (X)$65,833$0$0
PAIGE WYATT
Chair2.000.00Yes (X)$0$0$0Yes (X)
SANDY WILSON
Director2.000.00Yes (X)$0$0$0Yes (X)
ROLAND MACNICHOL
Vice Chair2.000.00Yes (X)$0$0$0Yes (X)
HILARY KLUG
Secretary2.000.00Yes (X)$0$0$0Yes (X)
BRIAN TODD
Treasurer2.000.00Yes (X)$0$0$0Yes (X)
CANDACE PRATT
Past Chair2.000.00Yes (X)$0$0$0Yes (X)
KIM HALL
Director2.000.00$0$0$0Yes (X)
DREW JENKINS
Director2.000.00$0$0$0Yes (X)
KRISTY JOHNS
Director2.000.00$0$0$0Yes (X)
MYKAL AAGESON
Director2.000.00$0$0$0Yes (X)
LEAH KREITINGER
Director2.000.00$0$0$0Yes (X)
LANEY LANGLAS
Director2.000.00$0$0$0Yes (X)
ROBERT BELL
Director2.000.00$0$0$0Yes (X)
MELANIE SCHELL
Director2.000.00$0$0$0Yes (X)
AMY SOWERS
Director2.000.00$0$0$0Yes (X)
GAVIN TASKER
Director2.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$65,833TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$40,370FundraisingAmt
All Other Contributions$553,251AllOtherContributionsAmt
Noncash Contributions$2,500NoncashContributionsAmt
Total Contributions$593,621TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM ADMIN FEES900099$53,500$53,500
SCHOLARSHIP FEES900099$41,000$41,000
FieldValueIRS element (for citing)
Total Program Service Revenue$94,500TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,536TotalRevenueColumnAmt
Exclusion$39,536ExclusionAmt

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$29,549FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$40,370ContriRptFundraisingEventAmt
Fundraising Direct Expenses$19,421FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,128TotalRevenueColumnAmt

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$737,785TotalRevenueColumnAmt
Related Or Exempt Func Income$94,500RelatedOrExemptFuncIncomeAmt
Exclusion$39,536ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$249,219TotalAmt
Program Services$249,219ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$156,909TotalAmt
Program Services$156,909ProgramServicesAmt

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$68,333TotalAmt
Management And General$68,333ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$101,876TotalAmt
Program Services$37,913ProgramServicesAmt
Management And General$63,963ManagementAndGeneralAmt

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$11,539TotalAmt
Program Services$3,459ProgramServicesAmt
Management And General$8,080ManagementAndGeneralAmt

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$36,387TotalAmt
Management And General$36,387ManagementAndGeneralAmt

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$96TotalAmt
Program Services$96ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,424TotalAmt
Management And General$7,424ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$816TotalAmt
Management And General$816ManagementAndGeneralAmt

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$1,089TotalAmt
Management And General$1,089ManagementAndGeneralAmt

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$453TotalAmt
Management And General$453ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$27,890$27,890
OTHER EXPENSES$27,078$25,078$2,000
BANK FEES$4,996$3,241$1,755
Printing and Publications$3,011$2,934$77

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$535TotalAmt
Management And General$535ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$697,651TotalAmt
Program Services$506,739ProgramServicesAmt
Management And General$190,912ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$208,992BOYAmt
EOY$57,246EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$18,238BOYAmt
EOY$41,798EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,535BOYAmt
EOY$25,300EOYAmt

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)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$801,599BOYAmt
EOY$1,046,369EOYAmt

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$1,045,364BOYAmt
EOY$1,170,713EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,538BOYAmt
EOY$52,798EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$110,001BOYAmt
EOY$99,039EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,338BOYAmt
EOY$83,666EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$207,877BOYAmt
EOY$235,503EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$183,793BOYAmt
EOY$218,764EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$653,694BOYAmt
EOY$716,446EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$837,487BOYAmt
EOY$935,210EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,045,364BOYAmt
EOY$1,170,713EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$40,134ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$62,542NetUnrlzdGainsLossesInvstAmt
Investment Expense-$4,953InvestmentExpenseAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BOZEMAN SCHOOL DISTRICT #7BusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN816000413EIN
Organization Type2OrganizationTypeCd
Governing Document ListedfalseGoverningDocumentListedInd
Support$217,569SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$217,569SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentfalseSupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Governmental EntityYes (X)GovernmentalEntityInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Section E, Line 1c: Explain How Organization Supports Government EntityFormAndLineReferenceDesc
ExplanationAs set forth in its Articles of Incorporation, Bozeman Public Schools Foundation is organized and operated to benefit the mission of Bozeman School District #7 and High School District #7. In pursuit of this purpose Bozeman Public Schools Foundation is actively engaged in programs and activities both within Gallatin County and throughout the state of Montana.ExplanationTxt

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$214,563BeginningYearBalanceAmt
Contributions$33,393ContributionsAmt
Investment Earnings Or Losses$30,830InvestmentEarningsOrLossesAmt
End Year Balance$278,786EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$202,970BeginningYearBalanceAmt
Contributions$2,100ContributionsAmt
Investment Earnings Or Losses$9,493InvestmentEarningsOrLossesAmt
End Year Balance$214,563EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,172BeginningYearBalanceAmt
Contributions$13,914ContributionsAmt
Investment Earnings Or Losses$81,884InvestmentEarningsOrLossesAmt
End Year Balance$202,970EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$96,172BeginningYearBalanceAmt
Contributions$11,000ContributionsAmt
End Year Balance$107,172EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95,172BeginningYearBalanceAmt
Contributions$1,000ContributionsAmt
End Year Balance$96,172EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.60000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.40000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescWSS PAYABLEDesc
Amt$83,666Amt
FieldValueIRS element (for citing)
Total Liability$83,666TotalLiabilityAmt

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 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 RIGHTS 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)
Event1SANTA RUNEvent1Nm
Gross Receipts Event1$69,919GrossReceiptsEvent1Amt
Charitable Contri Event1$40,370CharitableContriEvent1Amt
Gross Revenue Event1$29,549GrossRevenueEvent1Amt
Cash Prizes Event1$1,700CashPrizesEvent1Amt
Non Cash Prizes Event1$500NonCashPrizesEvent1Amt
Food And Beverage Event1$310FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$16,911OtherDirectExpensesEvent1Amt
Gross Receipts Total$69,919GrossReceiptsTotalAmt
Charitable Contributions Tot$40,370CharitableContributionsTotAmt
Gross Revenue Total Events$29,549GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,700CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$500NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$310FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$16,911OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$19,421DirectExpenseSummaryEventsAmt
Net Income Summary$10,128NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
BOZEMAN SCHOOL DISTRICT #7
404 WEST MAIN STREETBOZEMANMT59715816000413$217,569$0
HUMAN RESOURCE DEVELOPMENT CO
206 E GRIFFIN DRBOZEMANMT59715810350886$27,500$0
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient71RecipientCnt
Cash Grant$156,909CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bTHE 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, Section B, Line 15aTHE BOARD OF DIRECTORS APPROVE THE EXECUTIVE DIRECTOR'S SALARY DURING BOARD MEETINGS.
Form 990, Part VI, Section C, Line 19FINANCIAL STATEMENTS, POLICIES, BYLAWS AND ALL GOVERNING DOCUMENTS ARE AVAILABLE IN THE BSF OFFICE BY REQUEST TO THE BSF EXECUTIVE DIRECTOR AT ANY TIME.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BOZEMAN SCHOOL DISTRICT #7BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 WEST MAIN STREETAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd
FieldValueIRS element (for citing)
EIN816000413EIN
Primary ActivitiesPUBLIC SCHOOLPrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BOZEMAN SCHOOL DISTRICT #7
b$217,569CASH
BOZEMAN SCHOOL DISTRICT #7
c$60,000CASH
BOZEMAN SCHOOL DISTRICT #7
m$71,500CASH