Nonprofit · EIN 84-1413419
BOZEMAN SUMMIT SCHOOL INC
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $949,140 | $854,886 | $94,254 | $1,569,156 | $131,862 | $1,437,294 |
| June 30, 2024 | 990 | $1,058,814 | $825,979 | $232,835 | $1,716,359 | $373,319 | $1,343,040 |
| June 30, 2023 | 990 | $789,763 | $715,559 | $74,204 | $1,655,323 | $545,118 | $1,110,205 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $51,454
- Program service revenue
- $884,611
- Investment income
- $22,350
- Net rental income
- -$9,275
- Other revenue
- -$9,275
Expenses
- Grants and similar amounts paid
- $9,000
- Compensation of officers, directors and key employees
- $83,846
- Other salaries and wages
- $406,624
- Salaries, compensation and benefits (total)
- $554,279
- Professional fundraising fees
- $0
- Accounting fees
- $18,280
- Occupancy
- $71,911
- Depreciation
- $27,993
- Program services (functional)
- $698,208
- Management and general (functional)
- $154,168
- Fundraising (functional)
- $2,510
Balance sheet and other
- Total assets, start of year
- $1,716,359
- Total assets, end of year
- $1,569,156
- Total liabilities, end of year
- $131,862
- Net assets, end of year
- $1,437,294
- Land, buildings and equipment
- $881,252
- Net assets without donor restrictions
- $1,437,294
- Gross unrelated business income
- -$9,275
- Gross receipts
- $978,403
- Employees
- 19
- Volunteers
- 25
- 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 |
|---|---|---|---|---|
| TAMELA M IRONS | Executive Dir. Trustee or director, Officer | 40 | $57,875 | $6,543 |
| LEVIN O'CONNOR | MEMBER Trustee or director | 4 | $0 | $0 |
| ANN WATERS | Treasurer Trustee or director, Officer | 6 | $0 | $0 |
| TARA NEVILLE | MEMBER Trustee or director | 4 | $0 | $0 |
| SARA ALDINGER | President Trustee or director, Officer | 4 | $0 | $0 |
| LINDSEY ALEXANDER | MEMBER Trustee or director | 4 | $0 | $0 |
| TANIS TRENKA | MEMBER Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TAMELA M IRONS | Executive Dir. Trustee or director, Officer | 40 | $59,886 | $5,975 |
| DAN RUGGLES | Vice President Trustee or director, Officer | 4 | $0 | $0 |
| MITCH JOHNSON | Treasurer Trustee or director, Officer | 6 | $0 | $0 |
| SARA ALDINGER | President Trustee or director, Officer | 4 | $0 | $0 |
| LINDSEY ALEXANDER | MEMBER Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TAMELA M IRONS | Executive Dir. Trustee or director, Officer | 40 | $65,862 | $4,243 |
| DAN RUGGLES | Chairman Trustee or director, Officer | 4 | $0 | $0 |
| MITCH JOHNSON | SECRETARY/TREAS Trustee or director, Officer | 6 | $0 | $0 |
| SARA ALDINGER | MEMBER Trustee or director | 4 | $0 | $0 |
| LINDSEY ALEXANDER | MEMBER Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 W VILLARD ST, BOZEMAN, MT 59718-1862
- In care of
- % NANCY C CHARACKLIS PRES
- Signed the 990
- ANN WATERS, Treasurer
- Phone
- (406) 585-3778
- Website
- WWW.BOZEMANSUMMITSCHOOL.ORG
- Return prepared by
- Rudd & Company PLLC
Mission
BOZEMAN SUMMIT SCHOOL'S MISSION IS TO ENCOURAGE LIFE-LONG LEARNING BY PROVIDING A CHALLENGING, WELL-ROUNDED AND INDIVIDUALIZED EDUCATION BASED ON MONTESSORI PRINCIPLES THAT NUTURE THE DEVELOPMENTAL NEEDS OF ALL STUDENTS.
Program accomplishments
- In the 2024 - 2025 school year, Bozeman Summit School provided an individualized Montessori education for 71 students ages 3-12. In addition to the academic part of our program we also offered enrichment programs such as Art, Health Enhancement, Music, Foreign Language, Improv and Mindfullness.Expenses $698,208 · grants $9,000 · revenue $884,611
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
- 84-1413419
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $1,569,156
- Income (IRS master file)
- $978,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $949,140 | $854,886 | $1,569,156 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,058,814 | $825,979 | $1,716,359 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $789,763 | $715,559 | $1,655,323 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $662,793 | $580,878 | $1,606,542 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | 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 84-1413419).
Questions about BOZEMAN SUMMIT SCHOOL INC
- What is the EIN of BOZEMAN SUMMIT SCHOOL INC?
- The employer identification number (EIN) of BOZEMAN SUMMIT SCHOOL INC is 84-1413419.
- Is BOZEMAN SUMMIT SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BOZEMAN SUMMIT SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOZEMAN SUMMIT SCHOOL 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 SUMMIT SCHOOL 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 SUMMIT SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of BOZEMAN SUMMIT SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $57,875 (TAMELA M IRONS, Executive Dir.).
- How much revenue does BOZEMAN SUMMIT SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $949,140, expenses of $854,886 and total assets of $1,569,156 at year end.
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