2021-11-15T15:27:11-06:00 2020-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2020-01-01 200192255 RED LODGE AREA COMMUNITY FOUNDATION REDL 4064462820 PO BOX 1871 RED LODGE MT 590681871 MARTHA BROWN BOARD CHAIR 4064462820 2021-11-14 1 MARTHA BROWN 999009999 DANIEL S MILLER CPA P00031554 4062455136 2021-11-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARTHA BROWN PO BOX 1871 RED LODGE MT 59068 2032750 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 14 14 30 357 0 0 1219993 1677784 15176 152643 -106931 20630 117869 181693 1246107 2032750 491176 797205 0 0 425493 532682 0 0 53527 474580 336459 1391249 1666346 -145142 366404 1609330 2191023 21578 231332 1587752 1959691 X THE RED LODGE AREA COMMUNITY FOUNDATION SERVES OUR COMMUNITY BY CONNECTING PEOPLE AND BUILDING COMMUNITY BY CATALYZING CHANGE AND SHARING RESOURCES TO BUILD A STRONG, VIBRANT, RESILIENT, INCLUSIVE COMMUNITY. WE ARE FOUNDED IN THREE FACETS: GRANT MAKING, LEADERSHIP AND DONOR SERVICES. 0 0 760467 507653 142077 THE RED LODGE AREA COMMUNITY FOUNDATION SUPPORTS THRIVING NONPROFITS THROUGH A VARIETY OF PROGRAMS INCLUDING THE ANNUAL FUN RUN FOR CHARITIES. 60 CHARITABLE ORGANIZATIONS BENEFITED FROM THE $248,000 IN GRANTS FROM THE FUN RUN, TO FURTHER THEIR INDIVIDUAL MISSION IMPACTS WITHIN THE COUNTY. WE HAVE GRANTED A CUMULATIVE $3.2 MILLION IN 17 YEARS. WE GRANTED $60,898 TO 18 LOCAL CHARITABLE FISCAL SPONSORSHIPS AND ANOTHER $42,500 TO AFFILIATED ORGANIZATIONS DEDICATED TO COMMUNITY IMPROVEMENT AND DEVELOPMENT. WE PROVIDE ACCESS TO THE NONPROFIT SHARED SERVICES CENTER THAT PROVIDED SPACE FOR 467 MEETINGS FOR CHARITABLE EFFORTS TO MEET, PLAN AND TRAIN. THE FOUNDATION GENERATES OTHER FUNDING FOR NONPROFIT ORGANIZATIONS THROUGH DONOR ADVISED FUNDS, FIELD OF INTEREST FUNDS, FISCAL SPONSORSHIPS, AFFILIATED GRANT MAKING AND PERMANENT ENDOWMENT BUILDING. WE ALSO OBTAIN GRANTS THAT BENEFIT MULTIPLE NONPROFIT PROGRAMS IN SINGLE APPLICATIONS. THE ROOSEVELT CENTER EVENTS DECREASED WITH THE IMPACTS FROM COVID. HOWEVER, NEW COMMUNITY USES DEVELOPED. THE CITY UTILIZED THE AUDITORIUM FOR CITY COURT, PUBLIC HEALTH USED IT FOR VACCINATION CLINICS, AND VOLUNTEERS USED IT FOR COUNTY WIDE FOOD DISTRIBUTION EFFORTS. 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 ROOMS. WE INSTALLED OUR FIRST OUTDOOR SCULPTURE AND MANY PEOPLE USE IT AS A PHOTO OP! 356713 208345 66644 THE RED LODGE AREA COMMUNITY FOUNDATION FOCUSED ON BUILDING A RESILIENT COMMUNITY BY WORKING ON THE FINAL PREPARATIONS, INCLUDING THE RECEIPT OF OUR FIRST ADA VAN, TO START THE FIRST COUNTY WIDE TRANSPORTATION SYSTEM IN CARBON COUNTY, SCHEDULED TO ROLL OUT FEBRUARY 2021. RAISED $80K FOR COVID RELIEF AND RECOVERY FUNDS TO PEOPLE AND ORGANIZATIONS IN IMMEDIATE NEED. FACILITATED OVER $10K IN GRANTS THROUGH THE SALVATION ARMY. GRANTED $17K TO SUPPORT SENIORS IN NEED TO AGE IN THEIR PLACE OF CHOICE. WITH THE CLOSURE OF OUR LOCAL OFFICE OF PUBLIC ASSISTANCE, WE TRAINED 12 VOLUNTEER NAVIGATORS TO SUPPORT PEOPLE IN FILLING OUT COMPLICATED RESOURCE APPLICATIONS, RESULTING IN 87 CALLS FOR NAVIGATION AND 120 HOURS OF TIME SPENT HELPING PEOPLE TO ACCESS RESOURCES AVAILABLE TO THEM. FACILITATED A PARTNERSHIP WITH HELENA HABITAT FOR HUMANITY, TRUST MONTANA TO START THREE NEW OWNER BUILT HOMES USING A LAND TRUST MODEL THAT WILL KEEP THE HOMES AFFORDABLE WELL AFTER ITS FIRST FAMILY. PROVIDED AN IN-SCHOOL MINDFULNESS PROGRAM FOR HIGH SCHOOL STUDENTS. PROVIDED 40 PALLETS OF FIREWOOD TO LOW INCOME HOMES. GRANTED 43 SENIORS WITH $50.00 TO ACCESS FRESH FOOD AT LOCAL FARMER'S MARKETS. 132083 48904 24677 THE FOUNDATION FOCUSES ON CONNECTING YOUTH THROUGH A VARIETY OF PROGRAMS INCLUDING THE FUTURE OF MONTANA VOLUNTEER CORPS WHICH STIMULATED 19,700 HIGH SCHOOL STUDENT VOLUNTEER HOURS, SINCE 2011, IN THE COMMUNITY FOR A VARIETY OF NONPROFITS AND COMMUNITY EVENTS. WE WORKED ALONGSIDE SEVERAL RELIGIOUS ORGANIZATIONS TO PROVIDE OVER 142 FREE SUMMER LUNCHES TO YOUTH IN THE PARKS. THE LACK OF A LOCAL HEAD START PROGRAM GENERATED MORE EARLY CHILDHOOD FUNDING REQUEST THAT WE COULD GRANT. WE AWARDED A WHOPPING $21,741 TO 27 FAMILIES, A LITTLE LESS THAN THE PRIOR YEAR. WE INCREASED THE AMOUNT GRANTED TO $1,941 TO 13 AREA YOUTH TO PARTICIPATE IN ACTIVITIES THEY COULDN'T OTHERWISE AFFORD, THROUGH THE YOUTH ENRICHMENT FUND. CREATED 15 EDUCATIONAL BACKPACKS FOR YOUNG CHILDREN FOR LIBRARIES ACROSS THE COUNTY. IMPLEMENTED THE HIGH SCHOOL PILOT MINDFULNESS PROGRAM, RESILIENT RAMS. THE ZOE FUND PROVIDED EVERY YOUTH REQUEST WITH A HELMET, AND HELPED TO FUND HERO'S STEAM ENGINE, THE EARLY CHILDHOOD FUND, THE SOCCER FIELDS, AND THE RED LODGE SCHOOL OF DANCE. IN ITS SECOND YEAR, SAFE SITTER EXPANDED THE NUMBER OF YOUTH TRAININGS TO THREE. 258358 32302 40116 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 2020, WE ADDED TWO NEW FISCAL ACCOUNTS: CITY POOL FUND AND THE POLICE PROTECTIVE ASSOCIATION. THE ROOSEVELT CENTER IS OUR LARGEST CAPITAL PROJECT. IN 2020 WE FURTHER TRANSFORMED THE OUTDOOR SPACE INTO A COMMUNITY GREEN SPACE FEATURING WALKWAYS, BENCHES AND AREAS FOR GROUPS TO GATHER, SCULPTURES, AND LANDSCAPING WITH NATIVE PLANTS. WE ARE AVIDLY FUNDRAISING SO THAT WE CAN INSTALL FIRE SUPPRESSION AND ALARM SYSTEMS, SOLAR, ADA IMPROVEMENTS, AND UPDATED BATHROOMS SO THAT WE CAN OPEN THE HISTORIC 3RD FLOOR. THE 3RD FLOOR IS THE REASON THE COMMUNITY WANTED US TO SAVE THE 1920'S PORTION OF THE BUILDING. THE 3RD FLOOR INCLUDES THE HISTORIC STAGE, NOW CALLED THE GREGORY T. HARPER RECITAL HALL. 258358 32302 40116 1507621 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 ERIN OLEY DIRECTOR 1.00 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 WILLIAM FOISY DIRECTOR 1.00 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 TRACY TIMMONS EXECUTIVE DIRECTOR 40.00 X 77043 0 0 77043 0 0 0 0 0 0 0 35640 298647 1343497 4483 1677784 AFFILIATED ORGANIZATIO 900099 151458 151458 BACK OFFICE SERVICES 900099 1125 1125 FEES 900099 60 60 152643 15823 15823 60822 0 60822 60822 60822 4807 0 4807 4807 4807 120871 120871 120871 2032750 273514 0 81452 797205 797205 77043 77043 357387 252803 68895 35689 28177 28099 39 39 70075 61777 5508 2790 56629 56534 95 21651 17052 2778 1821 14828 13706 685 437 31845 22708 6687 2450 9383 3792 4033 1558 68186 67046 641 499 2624 1277 1347 7729 3075 3953 701 1983 1404 306 273 43636 43636 32183 28588 2426 1169 PRINTING AND PUBLICATIO 26853 20093 1054 5706 MISCELLANEOUS 8718 6602 1816 300 MEETING MEALS 6690 3409 3248 33 DUES AND SUBSCRIPTIONS 2850 1451 1337 62 671 321 350 1666346 1507621 105198 53527 308725 920709 87184 86505 156243 149961 2309 2309 829254 173873 674816 655381 380053 376158 1609330 2191023 12034 79556 150000 9544 1776 21578 231332 X 1012188 1030244 575564 929447 1587752 1959691 1609330 2191023 366404 5535 0 X 0 0 0 X 916236 1267754 1153264 1219993 1677784 6235031 29206 91953 103046 62104 213465 499774 945442 1359707 1256310 1282097 1891249 6734805 125227 239337 264412 88502 236191 953669 0 125227 239337 264412 88502 236191 953669 5781136 10747 5550 3963 -106931 20630 -66041 10747 5550 3963 -106931 20630 -66041 6382 17137 70941 123159 217619 956189 1371639 1277410 1246107 2035038 6886383 0.83950 0.84310 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 100100 20108 128684 1 1 87067 1293 11480 2060 1070 96710 71740 7608 12137 3444 974 87067 46945 32463 -4684 2055 929 71740 42375 7070 2043 457 46945 44170 693 2046 442 42375 0.18000 0.82000 1 0 96888 96888 598993 90918 508075 133373 82955 50418 655381 ENDOWMENT FUND - MT COM FDNTN 96710 SWEAT EQUITY MORTGAGES 279448 376158 PAYROLL LIABILITIES 1776 1776 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) 7863 FMV PHILANTHROPIC PURPOSE BARETOOTH CUPBOARDS CC COMM FOOD BANK PO BOX 665 RED LODGE MT 59068 810496066 501(C)(3) 14156 FMV PHILANTHROPIC PURPOSE BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 1666 RED LODGE MT 59068 810484562 501(C)(3) 7064 FMV PHILANTHROPIC PURPOSE BEARTOOTH HUMANE ALLIANCE PO BOX 2333 RED LODGE MT 59068 204513120 501(C)(3) 15318 FMV PHILANTHROPIC PURPOSE BEARTOOTH INDUSTRIES & HOMES 1220 HAGGIN AVE N RED LODGE MT 59068 9284 FMV PHILANTHROPIC PURPOSE BEARTOOTH RECREATIONAL TRAILS PO BOX 1872 RED LODGE MT 59068 270081619 501(C)(3) 9281 FMV PHILANTHROPIC PURPOSE BOYS & GIRLS CLUB OF RED LODGE PO BOX 11 RED LODGE MT 59068 810493132 501(C)(3) 37530 FMV PHILANTHROPIC PURPOSE CARBON COUNTY HISTORICAL SOCIETY PO BOX 881 RED LODGE MT 59068 810386302 501(C)(3) 16419 FMV PHILANTHROPIC PURPOSE DOMESTIC & SEXUAL VIOLENCE SERVICES PO BOX 314 RED LODGE MT 59068 202538889 501(C)(3) 33475 FMV PHILANTHROPIC PURPOSE MOUNTAIN BLUEBELLS PRESCHOOL 501 NORTH COOPER AVE RED LODGE MT 59068 5744 FMV PHILANTHROPIC PURPOSE RED LODGE AREA FOOD PARTNERSHIP COUNCIL 122 HAUSER AVE S RED LODGE MT 59068 9065 FMV PHILANTHROPIC PURPOSE RED LODGE RECYCLING 1220 N HAGGIN AVE RED LODGE MT 59068 501(C)(3) 33368 FMV PHILANTHROPIC PURPOSE YELLOWSTONE WILDLIFE SANCTUARY PO BOX 675 RED LODGE MT 59068 810422009 501(C)(3) 17259 FMV PHILANTHROPIC PURPOSE CARBON COUNT ARTS GUILD 11 W 8TH ST RED LODGE MT 59068 237260614 501(C)(3) 8177 FMV PHILANTHROPIC PURPOSE RED LODGE FIRE RESCUE FOUNDATION PO BOX 318 RED LODGE MT 59068 383763630 501(C)(3) 6179 FMV PHILANTHROPIC PURPOSE 12 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.