Nonprofit · EIN 23-7013531
BOZEMAN SENIOR SOCIAL CENTER INC
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,210,197 | $1,042,435 | $167,762 | $2,806,322 | $71,911 | $2,734,411 |
| June 30, 2024 | 990 | $1,139,228 | $1,004,914 | $134,314 | $2,570,962 | $77,066 | $2,493,896 |
| June 30, 2023 | 990 | $932,594 | $959,921 | -$27,327 | $2,361,689 | $76,083 | $2,285,606 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $611,274
- of which government grants
- $325,772
- Program service revenue
- $261,742
- Investment income
- $83,457
- Net rental income
- $3,172
- Net gain from sales of assets
- $8,677
- Net income from sales of inventory
- $249,063
- Other revenue
- $253,724
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $262,798
- Compensation of officers, directors and key employees
- $106,442
- Other salaries and wages
- $389,739
- Salaries, compensation and benefits (total)
- $551,048
- Professional fundraising fees
- $0
- Legal fees
- $840
- Accounting fees
- $17,950
- Occupancy
- $44,389
- Travel
- $253
- Depreciation
- $35,152
- Program services (functional)
- $933,116
- Management and general (functional)
- $65,931
- Fundraising (functional)
- $43,388
Balance sheet and other
- Total assets, start of year
- $2,570,962
- Total assets, end of year
- $2,806,322
- Total liabilities, end of year
- $71,911
- Net assets, end of year
- $2,734,411
- Land, buildings and equipment
- $175,437
- Publicly traded securities
- $1,320,304
- Net assets without donor restrictions
- $1,662,097
- Net assets with donor restrictions
- $1,072,314
- Gross receipts
- $1,299,804
- Employees
- 25
- Volunteers
- 250
- Year formed
- 1969
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHANNON BONDY | Executive Dir. Officer | 40 | $102,999 | $3,100 |
| MARY ORR | President Trustee or director, Officer | 10 | $0 | $0 |
| STEVE MARTY | Vice President Trustee or director, Officer | 10 | $0 | $0 |
| MURIEL MIKKELSON | Secretary Trustee or director, Officer | 10 | $0 | $0 |
| VICKIE TISCHENDORF | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| FAYE CHRISTENSEN | Director Trustee or director | 5 | $0 | $0 |
| HELEN MCFAUL | Director Trustee or director | 5 | $0 | $0 |
| CHUCK GELLER | Director Trustee or director | 5 | $0 | $0 |
| RACHEL ROCKAFELLOW | Director Trustee or director | 5 | $0 | $0 |
| JOE GENOVESE | Director Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHANNON BONDY | Executive Dir. Officer | 40 | $101,249 | $3,037 |
| MARY ORR | President Trustee or director, Officer | 10 | $0 | $0 |
| STEVE MARTY | Vice President Trustee or director, Officer | 10 | $0 | $0 |
| MURIEL MIKKELSON | Secretary Trustee or director, Officer | 10 | $0 | $0 |
| VICKIE TISCHENDORF | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| FAYE CHRISTENSEN | Director Trustee or director | 5 | $0 | $0 |
| HELEN MCFAUL | Director Trustee or director | 5 | $0 | $0 |
| CHUCK GELLER | Director Trustee or director | 5 | $0 | $0 |
| RACHEL ROCKAFELLOW | Director Trustee or director | 5 | $0 | $0 |
| JOE GENOVESE | Director Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHANNON BONDY | Executive Dir. Officer | 40 | $85,011 | $1,060 |
| FAYE CHRISTENSEN | President Trustee or director, Officer | 10 | $0 | $0 |
| MARY ORR | Vice President Trustee or director, Officer | 10 | $0 | $0 |
| MURIEL MIKKELSON | Secretary Trustee or director, Officer | 10 | $0 | $0 |
| VICKIE TISCHENDORF | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| STEVE MARTY | Director Trustee or director | 5 | $0 | $0 |
| HELEN MCFAUL | Director Trustee or director | 5 | $0 | $0 |
| CHUCK GELLER | Director Trustee or director | 5 | $0 | $0 |
| DEE HADDOCK | Director Trustee or director | 5 | $0 | $0 |
| JOE GENOVESE | Director Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 807 N TRACY AVE, BOZEMAN, MT 59715-2813
- Principal officer (990 for 2024)
- SHANNON BONDY, 807 NORTH TRACY, BOZEMAN, MT 59715
- Signed the 990
- SHANNON BONDY, Executive Dir.
- Phone
- (406) 586-2421
- Website
- www.bozemanseniorcenter.org
- Return prepared by
- Amatics CPA Group
Mission
TO PROMOTE SOCIAL, RECREATIONAL, CULTURAL, NUTRITIONAL, EDUCATIONAL, AND HEALTH-ORIENTED ACTIVITIES AMONG SENIOR CITIZENS OF BOZEMAN, MONTANA AND THE SURROUNDING AREAS.
Program accomplishments
- MEALS PROGRAMS: PROVIDES MEALS FOR SENIOR CITIZENS AND SHUT-INSExpenses $532,683 · revenue $108,322
- GENERAL FUND: PROVIDES MEETING, ENTERTAINMENT AND EDUCATION FOR SENIOR MEMBERSExpenses $350,617 · revenue $65,587
- TRAVEL FUND: TRIPS FOR SENIOR CITIZENSExpenses $49,816 · revenue $87,833
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7013531
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $2,806,322
- Income (IRS master file)
- $1,299,804
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,210,197 | $1,042,435 | $2,806,322 | XML |
| 990 | June 2024 | $1,139,228 | $1,004,914 | $2,570,962 | XML |
| 990 | June 2023 | $932,594 | $959,921 | $2,361,689 | XML |
| 990 | June 2022 | $1,019,552 | $956,459 | $2,292,408 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7013531).
Questions about BOZEMAN SENIOR SOCIAL CENTER INC
- What is the EIN of BOZEMAN SENIOR SOCIAL CENTER INC?
- The employer identification number (EIN) of BOZEMAN SENIOR SOCIAL CENTER INC is 23-7013531.
- Is BOZEMAN SENIOR SOCIAL CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to BOZEMAN SENIOR SOCIAL CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOZEMAN SENIOR SOCIAL CENTER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BOZEMAN SENIOR SOCIAL CENTER INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOZEMAN SENIOR SOCIAL CENTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BOZEMAN SENIOR SOCIAL CENTER INC?
- The 990 for the year ended June 30, 2025 names SHANNON BONDY.
- Who are the officers and directors of BOZEMAN SENIOR SOCIAL CENTER INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $102,999 (SHANNON BONDY, Executive Dir.).
- How much revenue does BOZEMAN SENIOR SOCIAL CENTER INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,210,197, expenses of $1,042,435 and total assets of $2,806,322 at year end.
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