2022-11-15T14:15:22-06:00 2021-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2021-01-01 200192255 RED LODGE AREA COMMUNITY FOUNDATION REDL 4064462820 PO BOX 1871 RED LODGE MT 590681871 TRACY TIMMONS EXECUTIVE DIRECTOR 4064462820 2022-11-15 1 TRACY TIMMONS 999009999 DANIEL S MILLER CPA P00031554 4062455136 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TRACY TIMMONS PO BOX 1871 RED LODGE MT 59068 2068074 0 X WWW.RLACF.ORG X 2003 MT OUR OUTCOMES IN 2020 CLEARLY ILLUSTRATE THAT THE FOUNDATION PROVIDES BOTH LONG TERM PROGRAMMING AND RESPONDS TO EMERGENT "GAP" OPPORTUNITIES SIMULTANEOUSLY. REQUESTS FOR EARLY CHILDHOOD FINANCIAL SUPPORT DOUBLED, 38 FAMILIES APPLIED FOR AFFORDABLE HOUSING, AND THE HISTORIC ROOSEVELT CENTER REACHED 100% OF AVAILABLE TENANT SPACES OCCUPIED. WE GRANTED A TOTAL OF $691,278.76 TO COMMUNITY PROJECTS. OUR MOST SIGNIFICANT ACTIVITIES INCLUDE GRANTS TO 61 CHARITIES THROUGH THE FUN RUN FOR CHARITIES, RAISING $3.2 MILLION FOR THESE CHARITIES IN 17 YEARS. THREE FAMILIES WERE APPROVED FOR AND BROKE GROUND ON THEIR SELF- BUILT AFFORDABLE HOMES THROUGH OUR PARTNERSHIPS WITH HELENA HABITAT FOR HUMANITY AND MONTANA LAND TRUST, WE PREPARED TO LAUNCH THE FIRST COUNTY WIDE TRANSPORTATION SYSTEM, AND PROGRESSED IN THE REPURPOSING THE OLD ROOSEVELT SCHOOL INTO AN ARTS, CULTURE, EDUCATIONAL AND CONFERENCE CENTER. IN 2020, 357 VOLUNTEERS PROVIDED 7,529 HOURS TO SUPPORT COMMUNITY INITIATIVES, SAVING THE FOUN 15 15 41 583 0 0 1677784 1891937 152643 82392 20630 8157 181693 85588 2032750 2068074 797205 998275 0 0 532682 675204 0 0 36177 336459 472224 1666346 2145703 366404 -77629 2191023 2256347 231332 305780 1959691 1950567 X THE RED LODGE AREA COMMUNITY FOUNDATION SERVES OUR COMMUNITY BE 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 876430 876430 47336 WE ASSIST IN DEVELOPMENT OF A THRIVING NONPROFIT SECTOR BY CONNECTING ORGANIZATIONS OF ALL CAPACITIES TO EDUCATION, TECHNOLOGY, PROFESSIONAL SERVICES, FINANCIAL ASSISTANCE, AND VOLUNTEERS. THE RED LODGE AREA COMMUNITY FOUNDATION SUPPORTS THRIVING NONPROFITS THROUGH A VARIETY OF PROGRAMS INCLUDING THE ANNUAL FUN RUN FOR CHARITIES. 318 PEOPLE VOLUNTEERED 1,443 HOURS, VALUED AT $36,413.20. THE FUN RUN 18 RAISED $342,877 FOR 62 CARBON COUNTY CHARITIES. THE RED LODGE CITY POOL FUND RAISED $1.3 MILLION. IN CONJUNCTION WITH A BOND SECURED BY THE CITY, WILL COVER THE BASE POOL RENOVATION AND THE ASSOCIATED MECHANICAL UPGRADES (PHASE I). THE REMAINING $949,000 WILL BE APPLIED TO PHASE II: A COMPLETE POOL HOUSE RENOVATION, A 7-FEATURE SPLASH PAD, A DECK-MOUNTED WATERSLIDE, A SHADE PERGOLA , AND SOLAR HYDRO HEATING. COMMUNITY GRANTMAKING AWARDED $6,514 TO SIX DIFFERENT CHARITABLE PROJECTS. WITH HELP FROM VOLUNTEERS AND THE AMERICORPS NCCC TEAMS, THE NONPROFIT SHARED SERVICES CENTER HALLS AND MEETING ROOMS RECEIVED A FRESH COAT OF PAINT. NONPROFIT CAFE: LUNCH AND LEARN SERIES INCLUDE ONE SESSION ABOUT STORYTELLING AND ONE ABOUT GRANT WRITING. 106469 65527 3539 BUILDING STRONG CONNECTIONS FOR A SUPPORTIVE COMMUNITY WHERE ALL CAN THRIVE. WORKING TOGETHER TO STRENGTHEN THE HEALTH OF THE COMMUNITY BY LISTENING AND RESPONDING TO NEEDS FOCUSED ON COMMUNITY MENTAL HEALTH, TRANSPORTATION, HOUSING, CONNECTION TO RESOURCES, AND AGE FRIENDLY INITIATIVES. THE RED LODGE AREA COMMUNITY FOUNDATION FOCUSED ON BUILDING A RESILIENT COMMUNITY BY WORKING TOGETHER WITH 238 PEOPLE WHO VOLUNTEERED 4,857 HOURS FOR RESILIENT COMMUNITY PROJECTS, EQUATING TO A VALUE OF $122,542.11. OVER $500,000 IN GRANT FUNDS AWARDED TO THE WORKFORCE HOUSING PROJECT TO HELP ADDRESS THE PANDEMIC-INDUCED SHORTAGE OF LONG-TERM RENTALS FOR OUR LOCAL WORKFORCE. 2,799 VOLUNTEER HOURS FOR WORKFORCE HOUSING ALONE, COMPARED TO 1237 IN 2020 (A 126% INCREASE!). 46 CARBON COUNTY SENIORS RECEIVED $50 TO SPEND ON FRESH, LOCAL PRODUCE AT THE RED LODGE FARMERS' MARKET AND THE RED SHED IN BRIDGER. 223 VOLUNTEER HOURS SPENT SPLITTING FIREWOOD FOR THE FIREWOOD ASSISTANCE PROJECT. 18 HALF-CORDS OF WOOD WERE DONATED AND DISTRIBUTED TO FAMILIES. PUBLISHED THREE ISSUES OF THE AGE-FRIENDLY CARBON NEWSLETTER AND DISTRIBUTED 750 COPIES TO 22 LOCATIONS THROUGHOUT THE COUNTY.BY ANY MEASURE 2021 WAS A REMARKABLE YEAR! THE CARBON COUNTY AREA RIDE & TRANSIT PROGRAM STARTED OPERATIONS IN FEBRUARY OF 2021, AND WE'VE REALLY NOT HAD MUCH TIME TO LOOK BACK! OUR NUMBERS HAVE GROWN STEADILY, EVEN STEEPLY UPWARDS AS WORD GETS OUT ABOUT THE NO-CHARGE PUBLIC TRANSPORTATION SERVICE CONNECTING ALL COMMUNITIES IN CARBON COUNTY, WITH REGULAR TRIPS TO BILLINGS, MT. IF YOU OR SOMEONE YOU KNOW NEEDS HELP GETTING SOMEWHERE, WHATEVER THE PURPOSE, CART CAN LIKELY HELP. CART IS CURRENTLY SEEKING PARTNERS/SPONSORS TO FULFILL THE MDT REQUIRED MATCHING FUNDS.2021 WAS A PIVOTAL YEAR FOR WORKFORCE HOUSING. AS OUR COMMUNITY FACED SKYROCKETING HOME PRICES AND A LACK OF AVAILABLE LONG- TERM RENTALS. IN AUGUST, THREE HOMEOWNERS MOVED INTO THE HOMES THEY BUILT THROUGH THE OWNER-BUILT HOUSING PROGRAM, COMPLETING THE PILOT YEAR OF AN INNOVATIVE PROGRAM BLENDING SWEAT EQUITY AND COMMUNITY LAND TRUST MODELS THANKS TO OUR PARTNERS AT HELENA AREA HABITAT FOR HUMANITY, TRUST MONTANA, AND USDA RURAL DEVELOPMENT. 872086 55623 47102 CREATE A COMMUNITY THAT OFFERS CONCRETE SUPPORT AND OPPORTUNITY FOR FAMILIES, YOUTH, AND CHILDREN TO REACH THEIR POTENTIAL AS CONTRIBUTING MEMBERS OF SOCIETY. 2993.6 HOURS SERVED BY FUTURE OF MONTANA VOLUNTEER CORPS HIGH SCHOOL STUDENTS, A 33% INCREASE FROM 2021. THE YOUTH ENRICHMENT FUND (YEF) PROVIDED $2,965 IN FUNDING ASSISTANCE FOR MUSIC LESSONS, VOLLEYBALL CLUB MEMBERSHIPS, SCHOOL SKI DAYS, AND GYMNASTICS FOR 15 FAMILIES. THE YEF REACHED FAMILIES IN BELFRY, BEARCREEK, ROBERTS, AND RED LODGE. HAD THE MOST OBSERVATIONS PER CAPITA IN THE 2021 CITY NATURE CHALLENGE COMPETING AGAINST BONNER COUNTY AND THE BOISE AREA (ID). A SPECIES OF NEWT THAT WAS NOT PREVIOUSLY OBSERVED IN CARBON COUNTY WAS FOUND BY A 10 YEAR OLD KID! 17 PEOPLE PARTICIPATED IN THE COMMUNITY-WIDE ADVERSE CHILDHOOD EXPERIENCE (ACES) TRAINING IN APRIL, A PARTNERSHIP WITH HRDC. 30 PEOPLE VOLUNTEERED 73.5 HOURS FOR OUR CONNECTED YOUTH PROJECTS, PROVIDING A VALUE OF $1,854.41. 695 695 38 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. THE RED LODGE AREA COMMUNITY FOUNDATION ACTS AS A FISCAL SPONSOR FOR SMALL, GRASS ROOTS, COMMUNITY BENEFIT ACTIVITIES. THESE SMALL, GRASS ROOTS ORGANIZATIONS ARE ABLE TO CARRY OUT THEIR COMMUNITY BENEFIT ACTIVITIES WITHOUT THE NEED TO ORGANIZE INDEPENDENTLY, AS THEIR ACTIVITIES CLOSELY ALIGN WITH THE FOUNDATIONS BYLAWS OF CHARITABLE PURPOSE. IN 2021, WE ADDED ONE NEW FISCAL ACCOUNT: RED LODGE ART WALK.CATALYZE THE DEVELOPMENT OF THE RED LODGE AREA AS A DESTINATION FOR ARTS, CULTURE, AND CONFERENCES. THE ROOSEVELT CENTER EVENTS INCREASED AND NEW COMMUNITY USES DEVELOPED. 2,756 VOLUNTEER HOURS THROUGH AMERICORPS NCCC HELPED TO REMODEL AND PAINT A VARIETY OF SPACES AT THE CENTER, INCLUDING THE COVETED HARPER RECITAL HALL ON THE HISTORIC 3RD FLOOR. WE REACHED 100% OCCUPATION OF AVAILABLE LONG TERM TENANT ROOMS. WE INSTALLED OUR FIRST OUTDOOR SCULPTURE AND MANY PEOPLE USE IT AS A PHOTO OP! THROUGH A GRANT THROUGH THE MONTANA DEPARTMENT OF COMMENCE MAIN STREET PROGRAM, THE ROOSEVELT CENTER HELD A SERIES OF OPEN HOUSES TO HELP WITH THE PARKING STUDY & ACCESS STRATEGY FOR THE ROOSEVELT CENTER. KLJ PRESENTED A POSSIBLE PLAN TO MAINTAIN GREEN SPACE WHILE INCREASING THE AVAILABLE PARKING. 75 PEOPLE VOLUNTEERED 3,735.75 HOURS, VALUED AT $94,252.11. A GRANT FROM THE HARRIS FOUNDATION HELPED CREATE A VIDEO TO FURTHER ENGAGE YOUTH IN THE ARTS. 12 VACCINATION CLINICS, 11 FOOD DISTRIBUTIONS, 2 CITY COURT TRIALS AND 3 ROBERTSON DRAW FIRE UPDATE MEETINGS HELD AT THE CENTER. PARTICIPATED REGULARLY IN THE ART WALK AND HOSTED ARTIST OPEN STUDIOS EVENT. THEATER CLASSES OFFERED FOR YOUTH & RED LODGE THEATER COMPANY IS REHEARSING AGAIN. CELEBRATED THE 100TH YEAR ANNIVERSARY OF THE HISTORIC BUILDING. 695 695 38 1855680 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 41 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 FIRST PAST CHAIR 4.00 X X 0 0 0 KATHLEEN DELAHANTY DIRECTOR 2.00 X 0 0 0 ALAN SCHUYLER DIRECTOR 1.00 X 0 0 0 MARTHA BROWN BOARD 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 TREASURER 1.00 X X 0 0 0 KATE BELINDA DIRECTOR 1.00 X 0 0 0 TARA MASTEL DIRECTOR 1.00 X 0 0 0 CHRIS LORASH DIRECTOR 1.00 X 0 0 0 JANET PETERSON DIRECTOR 1.00 X 0 0 0 STEPHANIE BALDWIN DIRECTOR 1.00 X 0 0 0 PAMELA PETERSON DIRECTOR 1.00 X 0 0 0 JACKIE OGG DIRECTOR 1.00 X 0 0 0 TRACY TIMMONS EXECUTIVE DIRECTOR 40.00 X 86044 0 0 86044 0 0 0 0 0 0 0 65037 1826900 31251 1891937 BACK OFFICE SERVICES 561000 81232 81232 AFFILIATED ORGANIZATIO 561000 1160 1160 82392 2100 2100 69965 0 69965 69965 69965 6057 0 6057 6057 6057 15623 15623 15623 2068074 98015 0 78122 998275 998275 86044 86044 467101 320380 123983 22738 36412 10445 25482 485 85647 30559 53312 1776 72922 72897 25 90996 59355 30153 1488 13590 12303 1002 285 24790 16534 7245 1011 12455 8106 2345 2004 85387 82385 1552 1450 9275 8542 712 21 2161 1423 472 266 28983 28983 39729 35094 2778 1857 MISCELLANEOUS 42876 37738 3186 1952 PRINTING AND PUBLICATIO 26992 26207 418 367 AMORTIZATION EXPENSE 13537 13537 MEETING MEALS 8531 6873 1181 477 2145703 1855680 253846 36177 920709 774677 86505 91152 149961 164911 2309 2309 1000 957798 202856 655381 754942 376158 467356 2191023 2256347 79556 55780 150000 250000 1776 0 231332 305780 X 1030244 1162225 929447 788342 1959691 1950567 2191023 2256347 -77629 13570 499 54436 0 X 0 0 0 X 1267754 1153264 1219993 1677784 1891937 7210732 91953 103046 62104 213465 152357 622925 1359707 1256310 1282097 1891249 2044294 7833657 239337 264412 88502 236191 184285 1012727 0 239337 264412 88502 236191 184285 1012727 6820930 5550 3963 -106931 20630 2100 -74688 5550 3963 -106931 20630 2100 -74688 6382 17137 70941 123159 15623 233242 1371639 1277410 1246107 2035038 2062017 7992211 0.85340 0.83950 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 4012 7274 124367 1 1 96710 92913 19258 4642 2794 201445 87067 1293 11480 2060 1070 96710 71740 7608 12137 3444 974 87067 46945 32463 -4684 2055 929 71740 42375 7070 2043 457 46945 0.15000 0.85000 1 0 96888 96888 722389 106920 615469 138521 95936 42585 754942 ENDOWMENT FUND - MT COM FDNTN 201445 SWEAT EQUITY MORTGAGES 265911 467356 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. 1 ABSAROKA BEARTOOTH WF PO BOX 392 RED LODGE MT 59068 320320146 501(C)(3) 8749 0 FMV PHILANTHROPIC PURPOSE FRIEND OF THE WEST FORK WINTER RECREATION PO BOX 1871 RED LODGE MT 59068 501(C)(3) 5313 0 FMV PHILANTHROPIC PURPOSE CITY OF RED LODGE PO BOX 9 RED LODGE MT 59068 469200 0 FMV PHILANTHROPIC PURPOSE BIGHORN BASIN PALENTOLOGICAL INSTITUE PO BOX 672 RED LODGE MT 59068 813350752 501(C)(3) 7654 0 FMV PHILANTHROPIC PURPOSE ANGEL ARMOR 4557 DENROSE COURT FORT COLLINS CO 80524 12647 0 FMV PHILANTHROPIC PURPOSE YELLOWSTONE WILDLIFE SANCTUARY PO BOX 675 RED LODGE MT 59068 810422009 501(C)(3) 14622 0 FMV PHILANTHROPIC PURPOSE RED LODGE RECYCLING 1220 N HAGGIN AVE RED LODGE MT 59068 501(C)(3) 7873 0 FMV PHILANTHROPIC PURPOSE RED LODGE FIRE RESCUE FOUNDATION PO BOX 318 RED LODGE MT 59068 383763630 501(C)(3) 28441 0 FMV PHILANTHROPIC PURPOSE MOUNTAIN BLUEBELLS PRESCHOOL 501 NORTH COOPER AVE RED LODGE MT 59068 7142 0 FMV PHILANTHROPIC PURPOSE DOMESTIC & SEXUAL VIOLENCE SERVICES PO BOX 314 RED LODGE MT 59068 202538889 501(C)(3) 28554 0 FMV PHILANTHROPIC PURPOSE CARBON COUNTY HISTORICAL SOCIETY PO BOX 881 RED LODGE MT 59068 810386302 501(C)(3) 17039 0 FMV PHILANTHROPIC PURPOSE CARBON COUNT ARTS GUILD 11 W 8TH ST RED LODGE MT 59068 237260614 501(C)(3) 6816 0 FMV PHILANTHROPIC PURPOSE BOYS & GIRLS CLUB OF RED LODGE PO BOX 11 RED LODGE MT 59068 810493132 501(C)(3) 21812 0 FMV PHILANTHROPIC PURPOSE BEARTOOTH RECREATIONAL TRAILS PO BOX 1872 RED LODGE MT 59068 270081619 501(C)(3) 8655 0 FMV PHILANTHROPIC PURPOSE BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 1666 RED LODGE MT 59068 810484562 501(C)(3) 8739 0 FMV PHILANTHROPIC PURPOSE BARETOOTH CUPBOARDS CC COMM FOOD BANK PO BOX 665 RED LODGE MT 59068 810496066 501(C)(3) 10549 0 FMV PHILANTHROPIC PURPOSE HOPE RANCH OF MONTANA 257 UPPER RED LODGE CREEK RD RED LODGE MT 59068 331055749 501(C)(3) 13224 0 FMV PHILANTHROPIC PURPOSE RED LODGE ICE LIONS PARK RED LODGE MT 59068 501(C)(3) 7387 0 FMV PHILANTHROPIC PURPOSE 15 3 X GOODS 10 31251 FMV 0 0 0 FORM 990 PAGE 1 PART I LINE 1 REPURPOSING THE OLD ROOSEVELT SCHOOL INTO AN ARTS, CULTURE, EDUCATIONAL AND CONFERENCE CENTER. IN 2020, 357 VOLUNTEERS PROVIDED 7,529 HOURS TO SUPPORT COMMUNITY INITIATIVES, SAVING THE FOUNDATION AN ESTIMATED $70K IN STAFFING DOLLARS. FOR THE FIRST TIME, WE ENGAGED AMERICORPS NCCC TEAMS FOR COMMUNITY FOCUSED VOLUNTEER WORK GENERATING $70K IN STAFFING TO WORK ON COMMUNITY PROJECTS! 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.