Form 990 for tax year 2023
Filed by BOZEMAN LIBRARY FRIENDS AND FOUNDATION.
Totals
- Total revenue
- $3,563,642
- Total expenses
- $2,902,774
- Contributions and grants received
- $3,493,026
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $63,012
- Other revenue
- $7,604
- Total assets, end of year
- $7,422,934
- Total liabilities, end of year
- $22,871
- Net assets or fund balances, end of year
- $7,400,063
- Program services expenses (Part IX)
- $2,612,071
- Management and general expenses
- $138,161
- Fundraising expenses
- $152,542
- Program service expenses (Part III)
- $2,612,071
Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$93,909
-
1f · All other contributions, gifts and grants
$3,399,117
-
1g · Noncash contributions included above
$11,328
-
3 · Investment income
total $218,996 · excluded $218,996
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $6,010,907
-
7b · Less cost or other basis and sales expenses
securities $6,166,891
-
7c · Gain or loss
securities -$155,984
-
7d · Net gain or loss
total -$155,984 · related or exempt -$155,984
-
8a · Fundraising events: gross income
$82,460
-
8a · Fundraising events: contributions included on line 1c
$93,909
-
8b · Fundraising events: direct expenses
$84,587
-
8c · Net income from fundraising events
total -$2,127 · excluded -$2,127
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $9,731 · excluded $9,731
-
11e · Other revenue, total
$9,731
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $148,493 · program services $37,123 · management and general $44,548 · fundraising $66,822
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $131,406 · program services $46,546 · management and general $35,885 · fundraising $48,975
-
8 · Pension plan contributions
total $4,196 · program services $1,477 · management and general $1,104 · fundraising $1,615
-
9 · Other employee benefits
total $18,529 · program services $6,477 · management and general $4,223 · fundraising $7,829
-
10 · Payroll taxes
total $20,252 · program services $6,112 · management and general $5,917 · fundraising $8,223
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $11,500 · management and general $11,500
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $15,624 · program services $11,663 · management and general $2,997 · fundraising $964
-
13 · Office expenses
total $7,976 · program services $7,016 · management and general $960
-
14 · Information technology
total $425 · management and general $425
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $4,260 · program services $1,848 · management and general $2,412
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,481 · management and general $1,481
-
23 · Insurance
total $1,165 · management and general $1,165
-
24a · Other expenses: LIBRARY RENOVATION
total $2,334,667 · program services $2,334,667
-
24b · Other expenses: LIBRARY BRANCH
total $85,750 · program services $85,750
-
24c · Other expenses: SUPPLIES
total $27,215 · program services $25,364 · management and general $1,851
-
24d · Other expenses: EQUIPMENT
total $14,681 · program services $14,561 · management and general $120
-
24e · All other expenses
total $75,154 · program services $33,467 · management and general $23,573 · fundraising $18,114
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $258,422 · end of year $214,711
-
2 · Savings and temporary cash investments
beginning of year $20,433 · end of year $22,877
-
3 · Pledges and grants receivable
beginning of year $44,250 · end of year $16,000
-
4 · Accounts receivable
beginning of year $17,000 · end of year $17,184
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $86,271 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$2,453
-
10b · Land, buildings and equipment: accumulated depreciation
$2,453
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $5,571,466 · end of year $6,876,302
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $1,481 · end of year $0
-
15 · Other assets
beginning of year $279,704 · end of year $275,860
-
17 · Accounts payable and accrued expenses
beginning of year $19,000 · end of year $22,871
-
27 · Net assets without donor restrictions
beginning of year $5,147,558 · end of year $3,995,376
-
28 · Net assets with donor restrictions
beginning of year $1,112,469 · end of year $3,404,687
Mission and programs · 2023
Mission
THE FOUNDATION'S MISSION IS TWO-FOLD. WE SEEK TO INCREASE AND ENHANCE THE QUALITY OF SERVICES, PROGRAMS, AND COMMUNITY EVENTS OFFERED BY THE BOZEMAN PUBLIC LIBRARY, BENEFITING THE RESIDENTS AND COMMUNITIES IT SERVES. THE FOUNDATION ALSO SUPPORTS AND ADVOCATES FOR PRIVATE AND PUBLIC SUPPORT OF THE LIBRARY, ACTING AS A CATALYST FOR ATTRACTING PRIVATE FUNDING FROM INDIVIDUALS, BUSINESSES, ORGANIZATIONS, AND FOUNDATIONS WHILE WORKING TO REINFORCE OVERALL PUBLIC SUPPORT FOR THE LIBRARY.
-
BPL FORWARD: RENOVATION OF LIBRARY SPACES.
Expenses $2,422,420
-
ADULT COMMUNITY PROGRAMS, INCLUDING MUSIC ON THE GREEN AND SYMBOZIUM. SERVED 900.
Expenses $102,444
-
YOUTH AND EARLY LITERACY: PROGRAMS AND INITIATIVES THAT SUPPORT CHILDREN IN ACADEMIC SUCCESS AND CAREER READINESS. INCLUDES SUMMER READING,EARLY LITERACY, STEAM ACTIVITIES, AND FAMILY LITERACY OUTREACH PARTNERSHIP WITH FOOD BANK. SERVED 7,000
Expenses $48,237
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JANAY JOHNSON
Executive Dir.
- Total calculated
- $148,494
- From this org
- $131,378
- From related orgs
- $0
- Other
- $17,116
- Hours/week
- 40
-
TOM STONECIPHER
President
- Total calculated
- $0
- Hours/week
- 4
-
LAURA CUNNINGHAM
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER KIT HEFFNER
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
NICHOLAS WICKES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DIANA BLANK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CINDY CHRISTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARLEY MCKENNA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CONNIE OSTROVSKY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
TOM WHYEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411359349310501
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