2022-08-15T11:01:11-05:00 2021-09-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2020-10-01 204286919 BILLINGS COMMUNITY FOUNDATION BILL 4068393334 404 NORTH 30TH ST BILLINGS MT 59101 LISA OLMSTED PRESIDENT 4068393334 2022-08-09 1 LISA OLMSTED 999009999 DANIEL S MILLER CPA P00031554 4062455136 2022-08-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LISA OLMSTED 404 NORTH 30TH ST BILLINGS MT 59101 3672570 0 X WWW.BILLINGSCOMMUNITYFOUNDATION.ORG X 2006 MT TO ENHANCE THE CAPACITY OF DONORS AND CHARITABLE ORGANIZATIONS TO MEET THE NEEDS OF THE GREATER BILLINGS COMMUNITY. WE MANAGE ENDOWMENT FUNDS FOR COMMUNITY 501 (C)(3) ORGANIZATIONS IN THE GREATER BILLINGS, MT AREA. BILLINGS COMMUNITY FOUNDATION HAS OVER 50 FUNDS FOR CHARITIES. 11 11 3 35 0 0 973393 1566276 8301 6687 266120 328163 -180 -6141 1247634 1894985 691071 748744 0 0 88019 118456 0 0 2051 85856 180365 864946 1047565 382688 847420 6203833 8014677 485624 672980 5718209 7341697 X TO ENHANCE THE CAPACITY OF DONORS AND CHARITABLE ORGANIZATIONS TO MEET THE NEEDS OF THE GREATER BILLINGS COMMUNITY AND THE YELLOWSTONE VALLEY REGION. 0 0 371573 371573 GRANTMAKINGTHE FOUNDATION ADMINISTERS THE RECEIPT OF CHARITABLE ASSETS THROUGH A VARIETY OF CHARITABLE GIVING TOOLS, SUCH AS DONOR ADVISED FUNDS, PERMANENT ENDOWMENTS, CHARITABLE GIFT ANNUITIES, CHARITABLE REMAINDER TRUSTS, AND CHARITABLE LEAD TRUSTS, FOR THE PURPOSE OF MAKING GRANTS TO VARIOUS NONPROFITS. DISTRIBUTIONS ARE MADE IN COMPLIANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT OF MONTANA. 252342 6687 YELLOWSTONE VALLEY GIVESHELPING RAISE OVER $320,000 THROUGH 680 DONORS FOR 63 LOCAL NONPROFITS IN YELLOWSTONE VALLEY THROUGH AN ANNUAL 24-HOUR DAY OF GIVING CALLED YELLOWSTONE VALLEY GIVES IN MAY 2021. LEADING UP TO THIS INITIATIVE, THE BILLINGS COMMUNITY FOUNDATION HOSTS FREE EDUCATIONAL SESSIONS FOR NONPROFIT LEADERS AND BOARD MEMBERS ON FUNDRAISING, MARKETING, AND DONOR ENGAGEMENT BEST PRACTICES. 377171 377171 EMERGENCY RESPONSESTEWARDING GIVING IN TIMES OF CRISIS THROUGH FUNDS THAT ARE HOSTED IN PARTNERSHIP WITH THE UNITED WAY OF YELLOWSTONE COUNTY, SUCH AS: BILLINGS COVID-19 RESPONSE FUND TO SUPPORT EMERGENCY FINANCIAL ASSISTANCE, MENTAL AND BEHAVIORAL HEALTH, CHILDCARE GRANTS, AND EMERGING GRANT NEEDS. COMMUNITY LEADERSHIPINCUBATING COMMUNITY PROJECTS AND INITIATIVES THROUGH FISCAL SPONSORSHIP FOR THE BENEFIT OF THE YELLOWSTONE REGION; RECEIVE AND ADMINISTER CHARITABLE CONTRIBUTIONS DESIGNATED FOR OTHER ORGANIZATIONS THAT PROVIDE EDUCATION, COMMUNITY DEVELOPMENT, AND WORKSHOPS. 1001086 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4068393334 404 NORTH 30TH ST BILLINGS MT 59101 RALPH SPENCE EMERITUS 3.00 X 0 0 0 TERESA DARNIELLE-MORSE EMERITUS 2.00 X 0 0 0 LORI BYRON SECRETARY 2.00 X X 0 0 0 MARY WALKS OVER ICE DIRECTOR 2.00 X 0 0 0 MIKE PHILLIPS DIRECTOR 2.00 X 0 0 0 DAVID REDMON DIRECTOR 2.00 X 0 0 0 LEIF WELHAVEN DIRECTOR 2.00 X 0 0 0 JOY CULVER TREASURER 15.00 X X 0 0 0 JACK NICKELS DIRECTOR 2.00 X X 0 0 0 LISA OLMSTED PRESIDENT 3.00 X X 0 0 0 BERNARD ROSE PAST PRESIDENT 15.00 X X 0 0 0 CAROLYN SEVIER VICE PRESIDENT 3.00 X X 0 0 0 TIM LEHMAN DIRECTOR 1.00 X 0 0 0 LAUREN WRIGHT EXECUTIVE DIRECTOR 40.00 X 55000 0 0 55000 0 0 0 0 0 0 0 11840 1554436 267211 1566276 REGISTRATION REVENUE 900004 6687 6687 6687 150876 150876 1789516 155700 1647075 120854 142441 34846 177287 177287 3515 9656 -6141 -6141 1894985 6687 0 322022 748744 748744 57083 46954 9889 240 57165 47022 9903 240 4208 3461 729 18 572 473 99 9223 7625 1598 32249 32249 2118 1751 367 22809 18657 2634 1518 6775 5601 1174 8324 6882 1442 14911 12328 2583 1896 1560 328 8 26073 21556 4517 23839 19709 4130 8897 7356 1541 MISCELLANEOUS 12378 10235 2143 IN-KIND EXPENSES 6373 5242 1104 27 VISTA PROJ ADMIN 2500 2500 DUES 1428 1181 247 1047565 1001086 44428 2051 207062 297178 184448 25483 80 0 845589 23852 123381 821737 5684531 6865854 4331 4425 0 0 6203833 8014677 6294 17849 178853 3117 11840 326389 288637 325625 485624 672980 X 583160 225337 5135049 7116360 5718209 7341697 6203833 8014677 847420 745946 30122 0 X 0 0 0 X 866170 792585 368498 973393 1566276 4566922 866170 792585 368498 973393 1566276 4566922 826594 3740328 49297 73200 67330 211376 150876 552079 35701 60772 53152 1325 150950 5269951 0.70970 0.66310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 203063 142879 450973 1 1 5713975 459317 696681 370651 0 37441 6461881 5332533 548258 282736 419126 30426 5713975 4718969 291989 439678 96000 22103 5332533 3524383 1591342 -255419 122749 18589 4718969 2760191 491597 357769 72348 12826 3524383 0.02000 0.75000 0.23000 0 0 240300 240300 591636 21317 570319 13653 2535 11118 821737 FUNDS HELD AS AGENCY ENDOWMENTS 157986 DEFERRED GIFT ANNUITY LIABILITIES 167639 325625 PART V, LINE 4: ENDOWMENT FUNDS HELD BY BILLINGS COMMUNITY FOUNDATION ARE HELD ACCORDING TO THE INSTRUCTIONS OF THE DONOR. THE FOUNDATION ONLY MAKES DISBURSEMENTS TO 501 (C)(3) ORGANIZATIONS AND EXEMPT GOVERNMENTAL UNITS. 1 BILLINGS COMMUNITY FOUNDATION PO BOX 1255 BILLING MT 59103 204286919 501(C)(3) 5000 PHILANTHROPIC PURPOSE BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY 505 ORCHARD LANE BILLINGS MT 59101 810308003 501(C)(3) 6000 PHILANTHROPIC PURPOSE FAMILY PROMISE OF YELLOWSTONE VALLEY 10 S 26TH STREET BILLINGS MT 59101 200323622 501(C)(3) 8167 PHILANTHROPIC PURPOSE FAMILY SERVICE PO BOX 1020 BILLINGS MT 59103 810232120 501(C)(3) 7000 PHILANTHROPIC PURPOSE MONTANA RESCUE MISSION 2902 MINNESOTA AVE BILLINGS MT 59101 816013963 501(C)(3) 6000 PHILANTHROPIC PURPOSE UNITED WAY OF YELLOWSTONE COUNTY 2173 OVERLAND AVENUE BILLINGS MT 59102 810287507 501(C)(3) 5000 PHILANTHROPIC PURPOSE YWCA BILLINGS 909 WYOMING AVE BILLINGS MT 59101 810235415 501(C)(3) 8000 PHILANTHROPIC PURPOSE WYOLA SCHOOL DISTRCIT #29 1 MONDELL ST WYOLA MT 590890144 816000035 50000 PHILANTHROPIC PURPOSE WYOLA DEVELOPMENT FUND PO BOX 144 WYOLA MT 590890144 852826038 501(C)(3) 18609 PHILANTHROPIC PURPOSE TUMBLEWEED 505 N 24TH ST BILLINGS MT 59101 363343886 501(C)(3) 5021 PHILANTHROPIC PURPOSE STILLWATER HISTORICAL SOCIETY 440 E 5TH AVE N COLUMBUS MT 59019 810417011 501(C)(3) 25000 PHILANTHROPIC PURPOSE SPECIAL K RANCH 34 SPECIAL K LN COLUMBUS MT 59019 363378581 501(C)(3) 5000 PHILANTHROPIC PURPOSE PLENTY DOORS COMMUNITY DEVELOPMENT CORPORATION 8645 WEAVER DR CROW AGENCY MT 59022 822045927 501(C)(3) 5958 PHILANTHROPIC PURPOSE MONTANA AUDUBON CENTER 7026 S BILLINGS BLVD BILLINGS MT 59101 510206955 501(C)(3) 8012 PHILANTHROPIC PURPOSE MONTANA AUDUBON PO BOX 595 HELENA MT 59624 810412530 501(C)(3) 10229 PHILANTHROPIC PURPOSE FRIENDSHIP HOUSE OF CHRISTIAN SERVICE 3123 8TH AVE S BILLINGS MT 59101 810300497 501(C)(3) 6000 PHILANTHROPIC PURPOSE CENTRE STAGE COMMUNITY THEATER PO BOX 985 CORNING NY 14830 271131995 501(C)(3) 10000 PHILANTHROPIC PURPOSE CENTRAL MONTANA COMMUNITY FOUNDATION PO BOX 334 LEWISTOWN MT 59457 810425314 501(C)(3) 78668 PHILANTHROPIC PURPOSE CASA OF YELLOWSTONE COUNTY 1201 GRAND AVE STE 5 BILLINGS MT 59102 481301287 501(C)(3) 6783 PHILANTHROPIC PURPOSE BILLINGS CLINIC 2800 TENTH AVENUE NORTH BILLINGS MT 59101 810480497 501(C)(3) 9180 PHILANTHROPIC PURPOSE ALBERTA BAIR THEATER 2801 3RD AVE N BILLINGS MT 59101 810406157 501(C)(3) 5000 PHILANTHROPIC PURPOSE 21 PART I, LINE 2: ALL GRANT RECIPIENTS ARE REQUIRED TO SEND BILLINGS COMMUNITY FOUNDATION A REPORT WITHIN ONE YEAR OF THE GRANT AWARD REPORTING THE USE OF THE FUNDS DISBURSED TO THEM. IF NO REPORT IS SUBMITTED, THAT ORGANIZATION CANNOT APPLY FOR A GRANT THE FOLLOWING YEAR. X 15 198929 MARKET X IN-KIND 43 68282 FMV 0 1 1 FORM 990, PART VI, SECTION B, LINE 11B COPIES OF FORM 990 GIVEN TO BOARD MEMBERS AND APPROVED AT MONTHLY MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH JANUARY, ALL BOARD MEMBERS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST STATEMENT FOR THE ORGANIZATION'S RECORDS. BOARD MEMBERS ARE REQUIRED TO NOTIFY AND CHANGE THE SIGNED STATEMENT IF THERE IS A CHANGE DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HIRED ITS FIRST EXECUTIVE DIRECTOR IN 2017. AN INDEPENDENT CONSULTANT WAS HIRED TO ASSIST WITH DETERMINING THE ED'S COMPENSATION PACKAGE. ADDITIONALLY, THE SEARCH COMMITTEE CONDUCTED MANY HOURS OF RESEARCH REGARDING EQUITABLE, COMPARABLE COMPENSATION PACKAGES AND CONDUCTED A PRE-EMPLOYMENT BACKGROUND CHECK. FORM 990, PART VI, SECTION C, LINE 18 GUIDESTAR FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, CONFLICT OF INTEREST STATEMENTS, AND FINANCIALS STATEMENTS ARE AVAILABLE UPON REQUEST. 404 N 30TH LLC 404 N 30TH BILLINGS MT 59101 853581055 OWN AND OPERATE BUILDING HOUSING NONPROFIT ACTIVITIES MT 686934 958524 BILLINGS COMMUNITY FOUNDATION