Bozeman Rotary Foundation
Nonprofit profile at a glance
- EIN
- 474030982
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2017
- Location
- Bozeman, MT, USA
- Phone
- 4065803165
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Human Services N.E.C.
Reported finances
- Revenue
- $24,277
- Expenses
- $32,150
- Assets
- $52,982
- Liabilities
- $727
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- JACKIE VICK (President)
People named in this filing
- CHRIS BUDESKI (Treasurer)
- MARY MACLEAN (IMM. PAST PRES.)
- JACKIE VICK (President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Raise money to assist bozeman noon rotary with charitable projects.
What it reported doing in 2024
Scholarships and grants
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Grant intermediary. The nonprofit sent 76% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 35
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -32.4%; rating input score 17; 17th percentile among comparable filings
- Total-asset coverage ratio: 1.65; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 27; 27th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -24.5% per year; rating input score 0; 15th percentile among comparable filings
- Revenue growth: -44.2% per year; rating input score 0; 7th percentile among comparable filings
- Asset growth: 6.7% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $32K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 17/100.
- High — Sustainability: Liabilities to assets ratio scored 27/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.