Bozeman Senior Social Center
Nonprofit profile at a glance
- EIN
- 237013531
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024, Form 990-EZ 2017
- Location
- Bozeman, MT, USA
- Phone
- 4065862421
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $1,210,197
- Expenses
- $1,042,435
- Assets
- $2,806,322
- Liabilities
- $71,911
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- MARY ORR (President)
- STEVE MARTY (Vice President)
Highest reported compensation
- SHANNON BONDY (Executive Dir.): $106,099 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote social, recreational, cultural, nutritional, educational, and health-oriented activities among senior citizens of bozeman, Montana and the surrounding areas.
What it reported doing in 2024
General fund: provides meeting, entertainment and education for senior members
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 72% for direct work, and 28% for member benefits.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 90
- Transparency & Controls: 86
- Accountability: 95
- Sustainability: 65
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98.1%; rating input score 98
- Program expense ratio: 89.5%; rating input score 90
- Fundraising efficiency: $14.09 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 13.9%; rating input score 68; 68th percentile among comparable filings
- Total-asset coverage ratio: 2.69; rating input score 73; 73rd percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 60; 60th percentile among comparable filings
- Officer compensation ratio: 10.2%; rating input score 36; 36th percentile among comparable filings
Growth
- Program expense growth: -1.6% per year; rating input score 0; 13th percentile among comparable filings
- Revenue growth: 0.4% per year; rating input score 100; 16th percentile among comparable filings
- Asset growth: 6.1% per year; rating input score 100; 44th percentile among comparable filings
Details
- Where the money goes: 98.1% of revenue deployed · 89.5% of spending went to programs
- Governance: 9 of 9 board members independent · 7 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $933K in reported program spending
- Leadership: top reported pay $106K · 10 people listed
- Consistency: 32 of 33 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
- High — Growth: Program expense growth scored 0/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 36/100.