2023-11-14T22:13:27-06:00 2022-12-31 480567703 KCOE ISOM LLP 402 N BROADWAY 4TH FLOOR BILLINGS MT 59101 990 2022-01-01 200192255 RED LODGE AREA COMMUNITY FOUNDATION REDL 4064462820 PO BOX 1871 RED LODGE MT 590681871 TRACY TIMMONS EXECUTIVE DIRECTOR 4064462820 2023-11-14 1 TRACY TIMMONS 999009999 0 DANIEL MILLER P00031554 4062455136 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRACY TIMMONS PO BOX 1871 RED LODGE MT 59068 4406019 0 X WWW.RLACF.ORG X 2003 MT SEE SCH O 13 13 39 715 0 0 1891937 4128339 82392 149499 8157 27104 85588 101077 2068074 4406019 998275 2188678 0 0 675204 853541 0 0 83471 472224 698686 2145703 3740905 -77629 665114 2256347 2935918 305780 306712 1950567 2629206 X THE RED LODGE AREA COMMUNITY FOUNDATION SERVES OUR COMMUNITY BY CONNECTING PEOPLE AND BUILDING COMMUNITY BY CATALYZING CHANGE AND LEVERAGING RESOURCES TO BUILD A STRONG, VIBRANT, RESILIENT, INCLUSIVE COMMUNITY. WE ARE A NEUTRAL CONVENER FOUNDED IN THREE FACETS: GRANT MAKING, LEADERSHIP, AND PHILANTHROPY SERVICES. 0 0 1503263 877443 70484 THE OUTPOURING OF SUPPORT IN THE FORM OF DONATIONS TO THE CARBON COUNTY DISASTER RELIEF FUND WAS INCREDIBLE, GENERATING $1.3M BY YEAR END. THE FIRST ROUND OF GRANT MAKING PROVIDED $275K IN EMERGENCY FUNDS TO 91 HOUSEHOLDS. THE SECOND ROUND OF GRANTS PROVIDED $481K TO 46 IMPACTED HOMEOWNERS. THE NEW ONE VALLEY AG RELIEF FUND GRANTED AN ADDITIONAL $265K TO THE AGRICULTURE PROPERTY OWNERS. WE RECEIVED $221K FROM CENTER FOR DISASTER PHILANTHROPY AND MONTANA COMMUNITY FOUNDATION TO SUPPORT OUR EFFORTS TO PROVIDE LONG TERM DISASTER RECOVERY EFFORTS TO FLOOD IMPACTED HOUSEHOLDS. BY ANY MEASURE 2022 WAS A REMARKABLE YEAR! THE CARBON COUNTY AREA RIDE & TRANSIT COMPLETED ITS SECOND YEAR OF PROVIDING ESSENTIAL RIDES TO PEOPLE WITHOUT OTHER OPTIONS! THE NUMBER OF RIDES AND RIDERS INCREASED STEADILY FOR OUR NO-CHARGE PUBLIC TRANSPORTATION SERVICE CONNECTING ALL COMMUNITIES WITHIN CARBON COUNTY, AND TO REGULAR TRIPS TO BILLINGS, MT. WE CONTINUE TO EXPLORE FINANCIAL RESOURCES TO ENSURE THE LONG TERM VIABILITY OF THIS ESSENTIAL SERVICE. 1444249 1237427 68292 THE RED LODGE AREA COMMUNITY FOUNDATION SUPPORTS THRIVING NONPROFITS THROUGH A VARIETY OF GRANT MAKING PROGRAMS INCLUDING FISCAL SPONSORSHIP GRANT MAKING OF $895,938 IN AWARDS FOR LOCAL EFFORTS, THE ANNUAL FUN RUN FOR 19 CHARITIES RAISED $342,877 FOR 62 CARBON COUNTY CHARITIES; AND COMMUNITY GRANTMAKING AWARDED $6,514 TO SIX DIFFERENT CHARITABLE PROJECTS. 326006 5696 15425 THE ROOSEVELT CENTER CAPITAL IMPROVEMENTS RESULTED IN THE INSTALLATION OF A FIRE SUPPRESSION SYSTEM THROUGHOUT BOTH BUILDINGS, NEW FLOORING IN THE COMMON AREAS OF THE 1990'S BUILDING, AND NEW ROOF ON THE 1920'S BUILDING, ALONG WITH A WELL FOR IRRIGATION. WE REACHED 100% OCCUPANCY OF AVAILABLE LONG TERM TENANT ROOMS WITH A WAITING LIST FOR 21 MORE ROOMS. WE MORE THAN DOUBLED VOLUNTEERISM WITH 174 PEOPLE VOLUNTEERED 3,249 HOURS, VALUED AT $92,753. THE CENTER HOSTED 193 EVENTS AND HAD 5,972 ATTENDEES. IT IS IMPERATIVE TO COMPLETE THE RENOVATIONS TO THE BUILDING TO PROVIDE ADDITIONAL RENTALS TO MEET THE DEMAND FOR STUDIOS. 139949 68112 6608 CREATE A COMMUNITY THAT OFFERS CONCRETE SUPPORT AND OPPORTUNITY FOR FAMILIES, YOUTH, AND CHILDREN TO REACH THEIR POTENTIAL AS CONTRIBUTING MEMBERS OF SOCIETY. 5066 HOURS SERVED BY FUTURE OF MONTANA VOLUNTEER CORPS HIGH SCHOOL STUDENTS. RECIPIENTS OF MONTANA DPHHS CHILDCARE INNOVATION AND INFRASTRUCTURE GRANT. THE FOUNDATION WAS ONE OF 31 RECIPIENTS ACROSS THE STATE TO CREATE CHILDCARE SLOTS AND FOSTER NOVEL APPROACHES TO MEET THE NEED OF FAMILIES WITH INFANTS AND PARENTS WORKING EVENING, NIGHTS, AND WEEKENDS. $463,360 WAS AWARDED TO OPEN A NEW CHILDCARE CENTER IN PARTNERSHIP WITH MESSIAH LUTHERAN CHURCH.PROVIDED QPR SUICIDE PREVENTION TRAINING IN 5 OF THE 7 SCHOOL DISTRICTS IN CARBON COUNTY.THE YOUTH ENRICHMENT FUND AWARDED 3,910 IN FUNDING ASSISTANCE TO 19 AREA YOUTH TO PARTICIPATE IN ACTIVITIES SUCH AS PIANO LESSONS, DANCE LESSONS, VOLLEYBALL, SCHOOL SKI DAYS, GYMNASTICS, AND JIU-JITSU. THE EARLY CHILDHOOD FUND PROVIDED $15,200 FOR CHILDCARE/PRESCHOOL TUITION FOR 16 CHILDREN. 139949 68112 6608 3413467 1 1 0 0 0 1 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TRACY TIMMONS 4064250292 122 HAUSER AVE S RED LODGE MT 59068 JO ANN EDER DIRECTOR 4.00 X 0 0 0 KATHLEEN DELAHANTY DIRECTOR 2.00 X 0 0 0 ALAN SCHUYLER DIRECTOR 1.00 X 0 0 0 MARTHA BROWN PAST CHAIR 2.00 X X 0 0 0 STEVE HANSON SECRETARY 1.00 X X 0 0 0 DON REDFOOT DIRECTOR 1.00 X 0 0 0 MERV COLEMAN VICE CHAIR 1.00 X X 0 0 0 MARK SCHUBERT CO-TREASURER 1.00 X X 0 0 0 KATE BELINDA DIRECTOR 1.00 X 0 0 0 TARA MASTEL CHAIR 1.00 X X 0 0 0 CHRIS LORASH CO-TREASURER 1.00 X X 0 0 0 JANET PETERSON DIRECTOR 1.00 X 0 0 0 STEPHANIE BALDWIN DIRECTOR 1.00 X 0 0 0 ABBY LOTZ DIRECTOR 1.00 X 0 0 0 JACKIE OGG DIRECTOR 1.00 X 0 0 0 TRACY TIMMONS EXECUTIVE DIRECTOR 40.00 X 88100 0 0 88100 0 0 0 0 0 0 0 123898 4004441 42827 4128339 BACK OFFICE SERVICES 561000 134799 134799 AFFILIATED ORGANIZATIO 561000 14700 14700 149499 25089 25089 89767 0 89767 89767 89767 2015 0 2015 2015 2015 11310 11310 11310 4406019 160809 0 116871 1381512 1381512 807166 807166 88100 44931 37002 6167 648484 510368 90761 47355 47590 28694 15570 3326 69367 47369 16786 5212 177859 177859 89232 71451 15602 2179 11457 10561 511 385 31975 27335 3956 684 33651 27470 3091 3090 117914 112080 3230 2604 21110 18446 1813 851 5902 3724 1054 1124 42879 42879 52061 38741 6901 6419 MISCELLANEOUS 60849 57238 1843 1768 PRINTING AND PUBLICATIO 27296 25178 1208 910 AMORTIZATION EXPENSE 13538 13538 MEETING MEALS 12963 9806 1760 1397 3740905 3413467 243967 83471 774677 1209198 91152 95091 164911 152234 2309 2309 1000 0 1299973 245735 754942 1054238 467356 422848 2256347 2935918 55780 56712 250000 250000 305780 306712 X 1162225 1352268 788342 1276938 1950567 2629206 2256347 2935918 665114 -29378 3078 39825 0 X 0 0 0 X 1153264 1219993 1677784 1891937 4128339 10071317 103046 62104 213465 152357 149499 680471 1256310 1282097 1891249 2044294 4277838 10751788 264412 88502 236191 184285 220030 993420 870078 870078 264412 88502 236191 184285 1090108 1863498 8888290 3963 -106931 20630 2100 25089 -55149 3963 -106931 20630 2100 25089 -55149 17137 70941 123159 15623 11310 238170 1277410 1246107 2035038 2062017 4314237 10934809 0.81280 0.85340 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 7937 7184 125120 1 1 201445 1058 -25189 4550 2289 170475 96710 92913 19258 4642 2794 201445 87067 1293 11480 2060 1070 96710 71740 7608 12137 3444 974 87067 46945 32463 -4684 2055 929 71740 1.00000 1 0 96888 96888 995114 129032 866082 207971 116703 91268 1054238 ENDOWMENT FUND - MT COM FDNTN 170475 SWEAT EQUITY MORTGAGES 252373 422848 PART V, LINE 4: OUR ENDOWMENT FUNDS CAPTURES COMMUNITY ASSETS THAT MIGHT OTHERWISE BE LOST AND KEEP THEM IN OUR COMMUNITY. EARNINGS FROM THE ENDOWMENT FUNDS, FUND LOCAL PROJECTS IN PERPETUITY. ENDOWMENT BUILDING REPRESENTS OUR COMMITMENT TO CREATING PERMANENT FINANCIAL RESOURCES FOR THE COMMUNITY. WE ADDED FUNDS TO ALL FOUR OF OUR EXISTING ENDOWMENTS: FOUNDATION, CITY POOL AND THE ROOSEVELT CENTER. WE PARTNERED WITH BEARTOOTH RECREATIONAL TRAILS ASSOCIATION TO CREATE THEIR FIRST ENDOWMENT. ALL OF OUR ENDOWMENTS ARE INVESTED IN MONTANA COMMUNITY FOUNDATION. THE FOUNDATION PARTNERS WITH THE COMMUNITY AND DONORS TO DEVELOP PLACE BASED STRATEGIES FOR PERMANENT ASSET MANAGEMENT INCLUDING PARTNERSHIPS WITH LOCAL GOVERNMENT. IN ADDITION TO THE AMOUNTS OVER WHICH THE RED LODGE AREA COMMUNITY FOUNDATION (RLACF) HAS VARIANCE POWER, THE RLACF IS ALSO A BENEFICIARY OF FUNDS CONTRIBUTED TO AND HELD BY THE MONTANA COMMUNITY FOUNDATION (MCF) IN THE AMOUNT OF $578,336 AS OF DECEMBER 31, 2022. BECAUSE THESE FUNDS ARE OWNED BY AND UNDER THE CONTROL OF THE MCF, THEY ARE NOT RECORDED AS AN ASSET OF RLACF. THE RLACF RECEIVES CONTRIBUTIONS FROM MCF ANNUALLY IN ACCORDANCE WITH ITS DISTRIBUTION POLICY. CONTRIBUTIONS RECEIVED FROM THE MCF FUNDS WERE $33,502 FOR THE YEAR ENDED DECEMBER 31, 2022. 1 ABSAROKA BEARTOOTH WF PO BOX 392 RED LODGE MT 59068 320320146 501(C)(3) 0 10594 FMV PHILANTHROPIC PURPOSE BARETOOTH CUPBOARDS CC COMM FOOD BANK PO BOX 665 RED LODGE MT 59068 810496066 501(C)(3) 0 9925 FMV PHILANTHROPIC PURPOSE BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 1666 RED LODGE MT 59068 810484562 501(C)(3) 0 7021 FMV PHILANTHROPIC PURPOSE BEARTOOTH RECREATIONAL TRAILS PO BOX 1872 RED LODGE MT 59068 270081619 501(C)(3) 0 11510 FMV PHILANTHROPIC PURPOSE BOYS & GIRLS CLUB OF RED LODGE PO BOX 11 RED LODGE MT 59068 810493132 501(C)(3) 0 9595 FMV PHILANTHROPIC PURPOSE CARBON COUNT ARTS GUILD 11 W 8TH ST RED LODGE MT 59068 237260614 501(C)(3) 0 8723 FMV PHILANTHROPIC PURPOSE CARBON COUNTY HISTORICAL SOCIETY PO BOX 881 RED LODGE MT 59068 810386302 501(C)(3) 0 17095 FMV PHILANTHROPIC PURPOSE CITY OF RED LODGE PO BOX 9 RED LODGE MT 59068 0 850834 FMV PHILANTHROPIC PURPOSE DOMESTIC & SEXUAL VIOLENCE SERVICES PO BOX 314 RED LODGE MT 59068 202538889 501(C)(3) 0 13543 FMV PHILANTHROPIC PURPOSE HOPE RANCH OF MONTANA 257 UPPER RED LODGE CREEK RD RED LODGE MT 59068 331055749 501(C)(3) 0 23921 FMV PHILANTHROPIC PURPOSE MOUNTAIN BLUEBELLS PRESCHOOL 501 NORTH COOPER AVE RED LODGE MT 59068 202659076 501(C)(3) 0 12512 FMV PHILANTHROPIC PURPOSE RED LODGE FIRE RESCUE FOUNDATION PO BOX 318 RED LODGE MT 59068 383763630 501(C)(3) 0 9692 FMV PHILANTHROPIC PURPOSE RED LODGE ICE LIONS PARK RED LODGE MT 59068 501(C)(3) 0 15321 FMV PHILANTHROPIC PURPOSE RED LODGE RECYCLING 1220 N HAGGIN AVE RED LODGE MT 59068 501(C)(3) 0 16466 FMV PHILANTHROPIC PURPOSE YELLOWSTONE WILDLIFE SANCTUARY PO BOX 675 RED LODGE MT 59068 810422009 501(C)(3) 0 33297 FMV PHILANTHROPIC PURPOSE BEARTOOTH CHILDRENS' CENTER 114 VILLARD AVE N RED LODGE MT 59068 810484562 501(C)(3) 0 5900 FMV PHILANTHROPIC PURPOSE BEARTOOTH INDUSTRIES & HOMES 810347025 501(C)(3) 0 5329 FMV PHILANTHROPIC PURPOSE BEARTOOTH HUMANE ALLIANCE PO BOX 2333 RED LODGE MT 59068 204513120 501(C)(3) 0 17170 FMV PHILANTHROPIC PURPOSE BUSES OF YELLOWSTONE PRESERVATION TRUST 124 BROADWAY AVE N RED LODGE MT 59068 272356270 501(C)(3) 0 6755 FMV PHILANTHROPIC PURPOSE HERO'S STEAM ENGINE 501(C)(3) 0 6864 FMV PHILANTHROPIC PURPOSE MESSIAH LUTHERAN CHURCH 912 LOWER CONTINENTAL DRIVE RED LODGE MT 59068 371508550 501(C)(3) 0 18668 FMV PHILANTHROPIC PURPOSE RED LODGE YOUTH SOCCER PO BOX 2167 RED LODGE MT 59068 711050668 501(C)(3) 0 10057 FMV PHILANTHROPIC PURPOSE 23 COVID AND FLOOD ASSISTANCE 145 807166 X GOODS 10 42827 FMV 0 0 0 FORM 990 LINE 1 THIS IS WHAT WORKING TOGETHER LOOKS LIKE! THE FOUNDATION OUTCOMES IN 2022 REFLECT BOTH LONG TERM PROGRAMMING AND OUR CAPABILITY TO RESPOND TO EMERGENT "GAP" OPPORTUNITIES SIMULTANEOUSLY. 39 REQUESTS FOR EARLY CHILDHOOD FINANCIAL SUPPORT REMAINED THE SAME AS THE PREVIOUS YEAR, THREE FAMILIES MOVED INTO THEIR NEW HOMEOWNER BUILT HOUSES AND WE BEGAN CONSTRUCTION ON 4 MORE WHILE EXPANDING OUR SCOPE TO BUILD OUR FIRST 4 LONG TERM RENTALS THROUGH OUR PARTNERSHIPS WITH HELENA HABITAT FOR HUMANITY AND MONTANA LAND TRUST. WE PIVOTED MID-YEAR TO RESPOND TO AN UNEXPECTED 500-YEAR FLOOD EVENT ON JUNE 14TH. THE FOUNDATION WORKED ALONGSIDE COMMUNITY LEADERS AND FILLED IMMEDIATE GAPS BY COORDINATING VOLUNTEERS, MANAGING THE $1.7 MILLION IN FUNDRAISING EFFORTS, AND FACILITATED LONGER TERM CASE MANAGEMENT FOR FLOOD SURVIVORS. WE GRANTED A TOTAL OF $2,187,828 TO COMMUNITY PROJECTS, OUR LARGEST GRANT MAKING YEAR EVER. OUR MOST SIGNIFICANT ACTIVITIES INCLUDE GRANTS TO 61 CHARITIES THROUGH THE FUN RUN FOR CHARITIES, RAISING $3.8 MILLION FOR THESE CHARITIES IN 19 YEARS. THE FIRST COUNTY WIDE TRANSPORTATION SYSTEM PROVIDED 7,500 RIDES, AND PROGRESSED IN THE REPURPOSING THE HISTORIC ROOSEVELT SCHOOL INTO AN ARTS, CULTURE, EDUCATIONAL AND CONFERENCE CENTER. IN 2022, VOLUNTEERS PROVIDED VALUABLE TIME THAT EQUATED TO $259,190 IN STAFFING DOLLARS TO SUPPORT COMMUNITY INITIATIVES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS RECEIVE NO BENEFITS, COMPENSATION, OR VOTING POWER FROM MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND VOTE ON CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PRESIDENT, EXECUTIVE DIRECTOR, AND TREASURER REVIEW FORM IN CONFERENCE. RETURN IS PRESENTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE IS MONITORED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AND VOTED ON BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.