YELLOWSTONE FOREVER: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- YELLOWSTONE FOREVER (EIN 47-5427975)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2023-06-21
- IRS object ID
- 202331729349300628
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-21T10:44:57-05:00 | ReturnTs |
| Tax Period End | 2023-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480567703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KCOE ISOM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 EAST MAIN STREET SUITE 201 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475427975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YELLOWSTONE FOREVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YELL | BusinessNameControlTxt |
| Phone | 4068482400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 EAST MAIN STREET 301 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA DIEKMANN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4068482400 | PhoneNum |
| Signature | 2023-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | DIEKMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB HOLDEN | PreparerPersonNm |
| PTIN | P02187759 | PTIN |
| Phone | 4065566160 | PhoneNum |
| Preparation | 2023-06-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA DIEKMANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 EAST MAIN STREET 301 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,073,611 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YELLOWSTONE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | YELLOWSTONE FOREVER (YF) SERVES AS THE OFFICIAL NON-PROFIT PARTNER FOR YELLOWSTONE NATIONAL PARK (PARK). YF'S PURPOSE IS TO PROVIDE GRANTS AND IN-KIND SUPPORT TO THE PARK THROUGH PHILANTHROPIC AND EDUCATIONAL INITIATIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 113 | TotalEmployeeCnt |
| Total Volunteers | 73 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,218,530 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,638,959 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,351,142 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $749,940 | CYProgramServiceRevenueAmt |
| PY Investment Income | $124,416 | PYInvestmentIncomeAmt |
| CY Investment Income | $162,344 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,170,373 | PYOtherRevenueAmt |
| CY Other Revenue | $2,509,715 | CYOtherRevenueAmt |
| PY Total Revenue | $24,864,461 | PYTotalRevenueAmt |
| CY Total Revenue | $21,060,958 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,395,650 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,515,191 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,750,988 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,348,617 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,330,767 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,533,941 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,297,307 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,230,014 | PYOtherExpensesAmt |
| CY Other Expenses | $3,237,933 | CYOtherExpensesAmt |
| PY Total Expenses | $9,707,419 | PYTotalExpensesAmt |
| CY Total Expenses | $13,635,682 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,157,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,425,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,698,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,958,964 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,635,661 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,700,329 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,063,023 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,258,635 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | YELLOWSTONE FOREVER ("YF") SERVES AS THE OFFICIAL NON-PROFIT PARTNER FOR YELLOWSTONE NATIONAL PARK ("PARK"). YF'S PURPOSE IS TO PROVIDE GRANTS AND IN-KIND SUPPORT TO THE PARK THROUGH PHILANTHROPIC AND EDUCATIONAL INITATIVES | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,887,658 | ExpenseAmt |
| Grant | $4,510,396 | GrantAmt |
| Desc | YELLOWSTONE FOREVER FUNDS PRIORITY PROJECTS THAT PROTECT, PRESERVE, AND INITIATIVES: PROTECT YELLOWSTONE'S ECOSYSTEM AND WILDLIFE; PRESERVE THE PARK'S HERITAGE, HISTORY, AND TRAILS; AND ENHANCE VISITOR EXPERIENCES AND EDUCATION. WILDLIFE GRANT FUNDING SUPPORTED NATIVE FISH RESTORATION, GRIZZLY BEAR AND COUGAR RESEARCH, THE YELLOWSTONE WOLF, AND A VARIETY OF SPECIES OF BIRDS THAT ARE CRITICAL TO YELLOWSTONE'S NATURAL ECOSYSTEM. YELLOWSTONE NATIONAL PARK MAINTAINS A CAVVY OF APPROXIMATELY 100 STOCK ANIMALS AT ANY GIVEN TIME. YELLOWSTONE FOREVER FUNDS THE ANNUAL PURCHASE OF NEW STOCK TO MAINTAIN THE PARK'S NUMBERS. THE ANIMALS PURCHASED THROUGH THIS PROJECT ALLOW BACKCOUNTRY RANGERS TO FULFILL THEIR DUTIES. THESE RANGERS PATROL TRAILS AND CROSS-COUNTRY ROUTES IN THE WILDERNESS TO CHECK ON RESOURCE IMPACTS SUCH AS ILLEGAL FIRE RINGS, VISITOR PERMITS, OR TRAIL STATUS. THEY RESPOND TO INJURED AND SICK HIKERS. YELLOWSTONE FOREVER WORKED WITH THE PARK TO ENHANCE VISITOR EXPERIENCES AND EDUCATION THROUGH FINANCIAL SUPPORT OF YOUTH EDUCATION INITIATIVES AND THE VISITOR AND WILDLIFE SAFETY PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,320,572 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $821,047 | RevenueAmt |
| Desc | YELLOWSTONE FOREVER, IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE, PROVIDES EDUCATIONAL PROGRAMMING THAT HELPS PEOPLE ENJOY, UNDERSTAND, AND APPRECIATE THE WILDLIFE, GEOLOGY, AND CULTURAL HISTORY OF YELLOWSTONE NATIONAL PARK. THROUGH INDEPTH FIELD SEMINARS, LODGING AND LEARNING PROGRAMS (OFFERED IN PARTNERSHIP WITH XANTERRA), YOUTH & COLLEGE PROGRAMS, AND PRIVATE TOURS, YELLOWSTONE FOREVER EDUCATIONAL PROGRAMMING HELPS PEOPLE OF ALL AGES EXPERIENCE THE WONDER OF YELLOWSTONE. DUE TO THE HISTORIC FLOOD EVENT IN YELLOWSTONE IN JUNE 2023, MANY OF OUR PROGRAMS HAD TO BE CANCELLED IN 2022. APPROXIMATELY 1,877 VISITORS TO YELLOWSTONE NATIONAL PARK ATTENDED A YELLOWSTONE FOREVER EDUCATIONAL PROGRAM FOR A TOTAL OF APPROXIMATELY 36,300 CONTACT HOURS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,554,124 | ExpenseAmt |
| Grant | $4,795 | GrantAmt |
| Revenue | $2,437,136 | RevenueAmt |
| Desc | YELLOWSTONE FOREVER HAD OVER 488,705 TRANSACTIONS AT 9 STORES (7 IN THE PARK, 1 IN GARDINER, AND 1 AT QUAKE LAKE).VISITORS TO YELLOWSTONE NATIONAL PARK AND THE SURROUNDING AREA PURCHASED BOOKS, MAPS, GAMES, ART, OUTDOOR GEAR,APPAREL, AND MORE. SEVERAL OF THE ITEMS SOLD ARE ONE OF A KIND OR PRODUCED DIRECTLY BY YF. ALL ITEMS SOLD THROUGH YFSTORES ARE APPROVED BY THE NPS AND HELP FOSTER A DEEPER UNDERSTANDING, APPRECIATION, AND ENJOYMENT OF YNP AND ITS SURROUNDING ECOSYSTEM. PROCEEDS FROM RETAIL SALES BENEFIT YNP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,762,354 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 113 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTI MILLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4068482400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 EAST MAIN STREET 301 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANNIE GRAHAM | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB ROWE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN HEPPEL | |||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DOUG SPENCER | |||||||
| VICE-CHAIRMAN | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH WEBB | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE ROONEY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN COSTELLO | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN BUTT | |||||||
| CHAIRMAN | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARRY PATRICK | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA ORVIDAS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA DIEKMANN | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $217,789 | $0 | $24,941 | Yes (X) | |
| MICHAEL SOLOT | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ROEDER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS TULL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM DETMER | |||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NICHOLAS OLDS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ARIELLE PATRICK | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE TARBET | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTENA MILLS | |||||||
| CHIEF FINANCE OFFICER | 40.00 | $139,077 | $0 | $21,005 | Yes (X) | ||
| WENDIE CARR | |||||||
| CHIEF MARKETING OFFICER | 40.00 | $136,327 | $0 | $22,067 | Yes (X) | ||
| JD DAVIS | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $121,061 | $0 | $13,504 | Yes (X) | ||
| OLESJA HOPPE | |||||||
| REGIONAL DIRECTOR OF PHILA | 40.00 | $101,634 | $0 | $5,633 | Yes (X) | ||
| STEVE MOUNT | |||||||
| REGIONAL DIRECTOR OF PHILA | 40.00 | $111,702 | $0 | $13,036 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $827,590 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $100,186 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVALON CONSULTING GROUP INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 15 STREET NW SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DIRECT MAIL CONTRACTOR | ServicesDesc |
| Compensation | $1,060,252 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $12,363 | FundraisingAmt |
| Government Grants | $593,897 | GovernmentGrantsAmt |
| All Other Contributions | $17,032,699 | AllOtherContributionsAmt |
| Noncash Contributions | $1,250,884 | NoncashContributionsAmt |
| Total Contributions | $17,638,959 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND CABIN FEES | 611600 | $747,240 | $747,240 |
| YOUNG PATRONS | 611600 | $2,700 | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $749,940 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,144 | TotalRevenueColumnAmt |
| Exclusion | $245,144 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $71,107 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $71,107 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,107 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,107 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,553,673 | SecuritiesAmt |
| Other | $140,878 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,628,220 | SecuritiesAmt |
| Other | $149,131 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$74,547 | SecuritiesAmt |
| Other | -$8,253 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$82,800 | TotalRevenueColumnAmt |
| Exclusion | -$82,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $73,450 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $12,363 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,978 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,472 | TotalRevenueColumnAmt |
| Exclusion | $1,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,593,110 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,163,324 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,429,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,429,786 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,350 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,350 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,060,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,258,183 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,816 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,515,191 | TotalAmt |
| Program Services | $4,515,191 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,600 | TotalAmt |
| Program Services | $206,662 | ProgramServicesAmt |
| Management And General | $106,433 | ManagementAndGeneralAmt |
| Fundraising | $92,505 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,267,892 | TotalAmt |
| Program Services | $1,484,322 | ProgramServicesAmt |
| Management And General | $1,140,901 | ManagementAndGeneralAmt |
| Fundraising | $642,669 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,310 | TotalAmt |
| Program Services | $30,950 | ProgramServicesAmt |
| Management And General | $61,913 | ManagementAndGeneralAmt |
| Fundraising | $31,447 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,028 | TotalAmt |
| Program Services | $89,644 | ProgramServicesAmt |
| Management And General | $124,623 | ManagementAndGeneralAmt |
| Fundraising | $56,761 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,787 | TotalAmt |
| Program Services | $124,295 | ProgramServicesAmt |
| Management And General | $100,405 | ManagementAndGeneralAmt |
| Fundraising | $55,087 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,646 | TotalAmt |
| Management And General | $5,646 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,044 | TotalAmt |
| Management And General | $95,044 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533,941 | TotalAmt |
| Fundraising | $1,533,941 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,781 | TotalAmt |
| Management And General | $11,781 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,234 | TotalAmt |
| Program Services | $7,197 | ProgramServicesAmt |
| Management And General | $14,747 | ManagementAndGeneralAmt |
| Fundraising | $15,290 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,128 | TotalAmt |
| Program Services | $39,527 | ProgramServicesAmt |
| Management And General | $4,725 | ManagementAndGeneralAmt |
| Fundraising | $1,876 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,951 | TotalAmt |
| Program Services | $57,516 | ProgramServicesAmt |
| Management And General | $311,706 | ManagementAndGeneralAmt |
| Fundraising | $7,729 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,675 | TotalAmt |
| Program Services | $190,711 | ProgramServicesAmt |
| Management And General | $106,721 | ManagementAndGeneralAmt |
| Fundraising | $124,243 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,006 | TotalAmt |
| Program Services | $205,256 | ProgramServicesAmt |
| Management And General | $77,158 | ManagementAndGeneralAmt |
| Fundraising | $1,592 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,377 | TotalAmt |
| Program Services | $6,428 | ProgramServicesAmt |
| Management And General | $12,525 | ManagementAndGeneralAmt |
| Fundraising | $44,424 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,813 | TotalAmt |
| Management And General | $34,813 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,132 | TotalAmt |
| Program Services | $155,696 | ProgramServicesAmt |
| Management And General | $318,550 | ManagementAndGeneralAmt |
| Fundraising | $61,886 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| BAD DEBT | $441,960 | $441,960 | ||
| EDUCATIONAL PROGRAMS | $425,795 | $394,345 | $31,450 | |
| BANK/MERCHANT FEES | $217,872 | $71,163 | $131,721 | $14,988 |
| HUMAN RESOURCES | $113,537 | $5,859 | $105,786 | $1,892 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,982 | TotalAmt |
| Program Services | $17,107 | ProgramServicesAmt |
| Fundraising | $108,875 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,635,682 | TotalAmt |
| Program Services | $7,762,354 | ProgramServicesAmt |
| Management And General | $2,576,021 | ManagementAndGeneralAmt |
| Fundraising | $3,297,307 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,888,169 | BOYAmt |
| EOY | $1,275,961 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,122,794 | BOYAmt |
| EOY | $22,624,836 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,110,075 | BOYAmt |
| EOY | $3,055,273 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,389 | BOYAmt |
| EOY | $33,735 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,752 | BOYAmt |
| EOY | $627,040 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,973 | BOYAmt |
| EOY | $111,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,742,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,766,314 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,691,882 | BOYAmt |
| EOY | $7,976,590 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,037,650 | BOYAmt |
| EOY | $2,898,210 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $356,287 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,698,684 | BOYAmt |
| EOY | $38,958,964 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,718 | BOYAmt |
| EOY | $1,053,339 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,327 | BOYAmt |
| EOY | $16,317 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,616 | BOYAmt |
| EOY | $306,040 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $324,633 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,635,661 | BOYAmt |
| EOY | $1,700,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,593,854 | BOYAmt |
| EOY | $19,020,017 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,469,169 | BOYAmt |
| EOY | $18,238,618 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,063,023 | BOYAmt |
| EOY | $37,258,635 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,698,684 | BOYAmt |
| EOY | $38,958,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,425,276 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$229,662 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,338,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,681,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,402,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,185,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,638,959 | CurrentTaxYearAmt |
| Total | $68,246,669 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,338,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,681,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,402,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,185,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,638,959 | CurrentTaxYearAmt |
| Total | $68,246,669 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $68,246,669 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,203 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,251 | CurrentTaxYearAmt |
| Total | $809,124 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $27,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,350 | CurrentTaxYearAmt |
| Total | $50,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,105,797 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,453,436 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,043,524 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$181,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,295 | OtherExpendituresAmt |
| End Year Balance | $1,944,693 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,603 | BeginningYearBalanceAmt |
| Contributions | $262,782 | ContributionsAmt |
| Investment Earnings Or Losses | $29,449 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,310 | OtherExpendituresAmt |
| End Year Balance | $2,043,524 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,805,586 | BeginningYearBalanceAmt |
| Contributions | $97,477 | ContributionsAmt |
| Investment Earnings Or Losses | $174,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,305,755 | OtherExpendituresAmt |
| End Year Balance | $1,771,603 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,538,970 | BeginningYearBalanceAmt |
| Contributions | $289,416 | ContributionsAmt |
| Investment Earnings Or Losses | $180,913 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $203,713 | OtherExpendituresAmt |
| End Year Balance | $2,805,586 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,365,635 | BeginningYearBalanceAmt |
| Contributions | $264,940 | ContributionsAmt |
| Investment Earnings Or Losses | $44,641 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $136,246 | OtherExpendituresAmt |
| End Year Balance | $2,538,970 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96524 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01216 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,284,844 | OtherCostOrOtherBasisAmt |
| Book Value | $2,284,844 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,083,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,948,292 | DepreciationAmt |
| Book Value | $5,135,622 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,575,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,167,597 | DepreciationAmt |
| Book Value | $407,908 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,732,514 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,650,425 | DepreciationAmt |
| Book Value | $82,089 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,127 | OtherCostOrOtherBasisAmt |
| Book Value | $66,127 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,976,590 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET FUNDS | $266,821 | F |
| FIXED-INCOME MUTUAL FUNDS | $619,404 | F |
| EQUITY-MUTUAL FUNDS | $2,011,985 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,898,210 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $324,633 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $324,633 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $21,529,694 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$229,662 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $638,201 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $60,197 | OtherRevenueAmt |
| Revenue Not Reported | $468,736 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,060,958 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,060,958 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,334,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $638,201 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $60,199 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $698,400 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,635,682 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,635,682 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EARNINGS FROM YF'S ENDOWMENT FUNDS ARE USED TO SUPPORT YELLOWSTONE NATIONAL PARK AND VISITOR EDUCATION PROGRAMING. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES -11,781. DIRECT FUNDRAISING EXPENSE 71,978. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES -11,781. ROUNDING 2. DIRECT FUNDRAISING EXPENSE 71,978. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVALON CONSULTING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 15TH STREET NW SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MANAGED DIRECT MAIL AND DIGITAL FUNDRAISING EFFORTS FOR YELL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $3,816,322 | GrossReceiptsAmt |
| Retained By Contractor | $1,130,133 | RetainedByContractorAmt |
| Net To Organization | $2,686,189 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,816,322 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,130,133 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,686,189 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 150TH ANNIVERSARY SOCIETY EVENT | Event1Nm |
| Gross Receipts Event1 | $73,450 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $73,450 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $62,175 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $8,588 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,215 | OtherDirectExpensesEvent1Amt |
| Event2 | REGIONAL EVENT | Event2Nm |
| Gross Receipts Event2 | $12,363 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,363 | CharitableContriEvent2Amt |
| Gross Receipts Total | $85,813 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,363 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,450 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $62,175 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $8,588 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,215 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,978 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,472 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PARK SERVICE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1Txt |
| City | YELLOWSTONE NATIONAL P | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 530197094 | RecipientEIN |
| IRC Section | 170(C)(1) | IRCSectionDesc |
| Cash Grant | $4,510,396 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FULFILL PARK PRIORITIES | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | YELLOWSTONE FOREVER MONITORS THE USE OF FUNDS BY THE GOVERNMENT (YELLOWSTONE NATIONAL PARK AND US FOREST SERVICE) THROUGH AN ANNUAL GRANT CYCLE THAT BEGINS WITH PROJECTS SUBMITTED BY THE PARK FOR FUNDING CONSIDERATION. ONCE THE PROJECTS ARE SELECTED BY THE PROJECTS COMMITTEE, A BOARD COMMITTEE, THE SLATE OF PROJECTS IS PRESENTED TO THE FULL BOARD AND BECOME THE FUNDRAISING GOAL FOR YF'S NEXT SUBSEQUENT FISCAL YEAR. ONCE THE FUNDS ARE RAISED THEY ARE AVAILABLE FOR THE PARK'S USE AT THE START OF THEIR FOLLOWING FISCAL YEAR. USFS FUNDS ARE AVAILABLE AT THE END OF EACH FISCAL YEAR BASED AS CALCULATED BY SALES FROM THE QUAKE LAKE STORE. THE USE OF BOTH OF THESE FUNDS ARE REVIEWED AND TRACKED THROUGH REQUISITION FORMS, REQUISITION REQUEST FOR DISBURSEMENT OF FUNDS, AND REQUIRE REVIEW AND APPROVAL BY MULTIPLE LEVELS OF THE NATIONAL PARK SERVICE. THE CHIEF FINANCIAL OFFICER OF YELLOWSTONE FOREVER REVIEWS EACH APPROVED REQUISITION REQUEST FOR VERIFICATION THAT EACH EXPENDITURE COMPLIES WITH YELLOWSTONE FOREVER'S MISSION, GUIDELINES, AND OTHER REQUIRMENTS PRIOR TO THE DISBURSEMENT OF ANY FUNDS. YELLOWSTONE FOREVER AND PARK STAFF CONTINUE TO MEET REGULARLY THROUGHOUT THE YEAR TO TRACK THE PROGRESS OF FUNDED PROJECTS, MONITOR ANY CHANGES TO THOSE PRIORITIES, AND IDENTIFY AND WORK TOGETHER TO ADDRESS NEW ONES IN SUPPORT OF THE PARK WHERE AND AS THEY ARISE. PROVIDING REGULAR REPORTS BACK TO YELLOWSTONE FOREVER'S BOARD OF DIRECTORS IN THE PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA DIEKMANN | ||||||||||||||
| PRESIDENT & CEO | $217,789 | $0 | $0 | $0 | $0 | $0 | $10,890 | $0 | $14,051 | $0 | $242,730 | $0 | $0 | $0 |
| KRISTENA MILLS | ||||||||||||||
| CHIEF FINANCE OFFICER | $139,077 | $0 | $0 | $0 | $0 | $0 | $6,954 | $0 | $14,051 | $0 | $160,082 | $0 | $0 | $0 |
| WENDIE CARR | ||||||||||||||
| CHIEF MARKETING OFFICER | $136,327 | $0 | $0 | $0 | $0 | $0 | $6,816 | $0 | $15,251 | $0 | $158,394 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,055,555 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 4 | $194,639 | FAIR MARKET VALUE |
| Yes (X) | CAMPUS SUPPLIES | 2 | $1,295 | FAIR MARKET VALUE |
| Yes (X) | GOODS | 1 | $690 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | YELLOWSTONE FOREVER WORKS CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM AND MEMBERS OF SENIOR MANAGEMENT TO REVIEW THE FINAL DRAFT OF THE RETURN PRIOR TO ITS SUBMISSION TO THE IRS. AFTER STAFF DOES AN INITIAL REVIEW OF THE DRAFT, THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING THE COMPLETE COPY OF THE FINAL RETURN BEFORE FILING THE RETURN WITH THE IRS. THAT COPY IS PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE FALL BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, COMMITTEE MEMBERS, AND KEY STAFF MAKE ANNUAL CONFLICT OF INTEREST DISCLOSURES IN ORDER TO IDENTIFY AND MANAGE CONFLICTS OF INTEREST WHEN THEY ARISE, IF A CONFLICT OF INTEREST IS PRESENT, BEFORE THE BOARD OR COMMITTEE TAKES AN ACTION, A DIRECTOR, COMMITTEE MEMBER, OR KEY STAFF MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES TO THE MEETING. SHOULD A CONFLICT OF INTEREST BE RAISED, THE BOARD OR COMMITTEE WILL REVIEW THE CONFLICT OF INTEREST POLICY AND TAKE NECESSARY STEPS, INCLUDING RECUSING THE BOARD MEMBER, COMMITTEE MEMBER, OR KEY STAFF, PRIOR TO DISCUSSION AND VOTING ON THE AGENDA ITEM. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT & CEO IS HIRED BY THE BOARD OF DIRECTORS UNDER THE DIRECTION OF THE CHAIRMAN OF THE BOARD. FOR RECRUITING AND HIRING THE CURRENT PRESIDENT & CEO FOR YELLOWSTONE FOREVER THE BOARD OF DIRECTORS EMPLOYED A NATIONAL RECRUITING FIRM TO CONDUCT A SEARCH, FACILITATE BENCHMARKING THE POSITION ACCORDING TO THE SKILL SET AND REQUIREMENTS THAT THE BOARD DETERMINED THEY WANTED FOR THE ROLE. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO POSITION IS DETERMINED BY THE BOARD OF DIRECTORS. COMPENSATION FOR EMPLOYEES AND OFFICERS OF THE ORGANIZATION IS DETERMINED BY BENCHMARKING POSITIONS USING INDUSTRY STANDARD SALARY BENCHMARKING SOFTWARE. THERE ARE TWO SOFTWARE SUBSCRIPTIONS THAT YF HAS USED TO FACILITATE BENCHMARKING POSITIONS PAYSCALE AND SALARY.COM COMPANALYST. WE CURRENTLY USE SALARY.COM COMPANALYST. BENCHMARKING OF ROLES WAS PERFORMED BY THE DIRECTOR OF HUMAN RESOURCES (OR THEIR DESIGNEE). FACTORS USED IN BENCHMARKING ROLES INCLUDE: JOB DESCRIPTIONS AND KEY RESPONSIBILITIES, LEVEL OF EXPERIENCE, CANDIDATE/TALENT POOL (I.E. NATIONAL NON-PROFIT OR REGIONAL NON-PROFIT, ETC.). ONCE THE POSITION WAS BENCHMARKED AT THE APPROPRIATE SALARY RANGE, THE HR DIRECTOR WOULD WORK WITH THE PRESIDENT OR DEPARTMENT LEAD TO RECRUIT AND HIRE FOR THE POSITION ACCORDING TO THE ESTABLISHED RANGE, AND ENSURE THAT THERE WAS SUBSTANTIATING DOCUMENTATION (APPLICATION AND/OR RESUME). MORE RECENTLY WE HAVE ESTABLISHED OPERATING PRINCIPLES AND BEST PRACTICES TO HIRE WITHIN THE 25 TO 50 PERCENTILE TO FURTHER DRIVE CONSISTENCY IN APPLYING BENCHMARKING DATA TO THE HIRING/RECRUITING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, THE ANNUAL AUDITED FINANCIAL STATEMENTS, FORM 990 AND ANNUAL REPORT ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ROUNDING -2. |
| FORM 990 PART XII 2C | THE ORGANIZATION HAS A FINANCE AND AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
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