BOZEMAN PUBLIC SCHOOLS FOUNDATION INC (EIN 201645473) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

JENNIFER LAMMERS

Phone

4065226071

Tax Period

2024-07-01 to 2025-06-30

BOZEMAN PUBLIC SCHOOLS FOUNDATION INC, founded in 2004, is a small nonprofit that reported $738K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $698K left a modest 5% surplus.

Mission

TO ENRICH EDUCATION IN THE BOZEMAN SCHOOL DISTRICT BY ENHANCING EDUCATIONAL OPPORTUNITIES AND EXPERIENCES THROUGH COMMUNITY SUPPORT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $593,621

Program Service Revenue $94,500

Investment Income $39,536

Other Revenue $10,128

TOTAL REVENUE $737,785

Expense Breakdown

Grants Paid $406,128

Salaries & Benefits $181,748

Fundraising Expenses $0

Program Expenses $506,739

Other Expenses $109,775

TOTAL EXPENSES $697,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$737,785	$532,946	+0.4%
Expenses	$697,651	$512,913	+0.4%
Net Income	$40,134	$20,033	+1.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

120

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$65,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER LAMMERS	Executive Dir.	35.00	Officer	$65,833	$0	$65,833
PAIGE WYATT	Chair	2.00	Officer Director	$0	$0	$0
SANDY WILSON	Director	2.00	Officer Director	$0	$0	$0
ROLAND MACNICHOL	Vice Chair	2.00	Officer Director	$0	$0	$0
HILARY KLUG	Secretary	2.00	Officer Director	$0	$0	$0
BRIAN TODD	Treasurer	2.00	Officer Director	$0	$0	$0
CANDACE PRATT	Past Chair	2.00	Officer Director	$0	$0	$0
KIM HALL	Director	2.00	Director	$0	$0	$0
DREW JENKINS	Director	2.00	Director	$0	$0	$0
KRISTY JOHNS	Director	2.00	Director	$0	$0	$0
MYKAL AAGESON	Director	2.00	Director	$0	$0	$0
LEAH KREITINGER	Director	2.00	Director	$0	$0	$0
LANEY LANGLAS	Director	2.00	Director	$0	$0	$0
ROBERT BELL	Director	2.00	Director	$0	$0	$0
MELANIE SCHELL	Director	2.00	Director	$0	$0	$0
AMY SOWERS	Director	2.00	Director	$0	$0	$0
GAVIN TASKER	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$737,785	$697,651	$1,170,713	$40,134
2024	$532,946	$512,913	$1,045,364	$20,033
2023	$480,865	$361,026	$974,902	$119,839
2022	$422,242	$314,715	$783,507	$107,527
2021	$279,451	$255,779	$737,520	$23,672
2020	$291,727	$297,886	$614,674	$-6,159
2019	$270,344	$258,661	$632,696	$11,683
2018	$415,255	$402,443	$706,686	$12,812

BOZEMAN PUBLIC SCHOOLS FOUNDATION INC