2021-11-15T13:43:04-06:00 2020-12-31 390758449 WIPFLI LLP 550 NORTH 31ST ST SUITE 300 BILLINGS MT 59101 990 2020-01-01 363705448 BEARTOOTH RESOURCE CONSERVATION AND DEVELOPMENT AREA INC BEAR 4069623914 PO BOX 180 JOLIET MT 59041 JOEL BERTOLINO EXECUTIVE DIRECTOR 4069623914 2021-11-14 1 JOEL BERTOLINO 999009999 KIMBERLY E DARE P00537995 4062481681 2021-11-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOEL BERTOLINO PO BOX 180 JOLIET MT 59041 464203 0 X N/A X 1967 MT THE RC&D IS SPONSORED AND DIRECTED BY LOCAL PEOPLE AS A REGIONAL VEHICLE TO IMPROVE THE ECONOMIC AND SOCIAL CONDITIONS THROUGH THE CONSERVATION, UTILIZATION AND DEVELOPMENT OF THE NATURAL AND HUMAN RESOURCES OF THE AREA. BEARTOOTH RESOURCE CONSERVATION AND DEVELOPMENT AREA, INC. PROVIDES A MEANS TO FOCUS THE RESOURCES OF PEOPLE WITH VARIOUS BACKGROUNDS, EXPERTISE AND POINTS OF VIEW. PEOPLE WORKING TOGETHER CAN DEVELOP AND IMPLEMENT A PLAN WHICH WILL ADDRESS PROBLEMS OR ISSUES THAT AFFECT THEIR QUALITY OF LIFE. THE RC&D IS ESSENTIALLY "CITIZENS BUILDING STRONGER COMMUNITIES." 22 22 4 87 0 0 252290 351543 77626 67539 0 0 25608 45121 355524 464203 0 0 0 0 197235 221686 0 0 0 79038 182595 276273 404281 79251 59922 1778893 1816179 629432 606796 1149461 1209383 X IMPROVE THE ECONOMIC AND SOCIAL CONDITIONS THROUGH THE CONSERVATION, UTILIZATION AND DEVELOPMENT OF THE NATURAL AND HUMAN RESOURCES OF THE AREA. BEARTOOTH RESOURCE CONSERVATION AND DEVELOPMENT AREA, INC. PROVIDES A MEANS TO FOCUS THE RESOURCES OF PEOPLE WITH VARIOUS BACKGROUNDS, EXPERTISE AND POINTS OF VIEW. PEOPLE WORKING TOGETHER CAN DEVELOP AND IMPLEMENT A PLAN WHICH WILL ADDRESS PROBLEMS OR ISSUES THAT AFFECT THEIR QUALITY OF LIFE. THE RC&D IS ESSENTIALLY "CITIZENS BUILDING STRONGER COMMUNITIES." 0 0 332215 112660 RURAL DEVELOPMENT, ECONOMIC DEVELOPMENT AND CONSERVATION IN BIG HORN, CARBON, STILLWATER, SWEETGRASS, AND YELLOWSTONE COUNTIES OF MONTANA. DURING 2020, WE SERVICED 20 LOANS TO ASSIST COMPANIES WITH THEIR FINANCING NEEDS. 332215 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JILLANN KNUTSON 4069623914 PO BOX 180 JOLIET MT 59041 WILLIAM FOISY CHAIRMAN 10.00 X X 0 0 0 RYAN VANBALLEGOOYEN VICE CHAIR 10.00 X X 0 0 0 BOB CARR TREASURER 10.00 X X 0 0 0 BOB FAW BOARD MEMBER 1.00 X 0 0 0 BOB VANOOSTEN BOARD MEMBER 1.00 X 0 0 0 CHRIS MEHUS BOARD MEMBER 1.00 X 0 0 0 CLAYTON GREER BOARD MEMBER 1.00 X 0 0 0 CLINTON GIESICK BOARD MEMBER 1.00 X 0 0 0 DAN LOWE BOARD MEMBER 1.00 X 0 0 0 HOLLY HIGGINS BOARD MEMBER 1.00 X 0 0 0 JEFF MCDOWELL BOARD MEMBER 1.00 X 0 0 0 KEN GOMER BOARD MEMBER 1.00 X 0 0 0 MARVIN CARTER BOARD MEMBER 1.00 X 0 0 0 MAUREEN DAVEY BOARD MEMBER 1.00 X 0 0 0 PAGE DRINGMAN BOARD MEMBER 1.00 X 0 0 0 RANDY WEIMER BOARD MEMBER 1.00 X 0 0 0 SIDNEY FITZPATRICK BOARD MEMBER 1.00 X 0 0 0 DENIS PITMAN BOARD MEMBER 1.00 X 0 0 0 BARB WAGNER BOARD MEMBER 1.00 X 0 0 0 FRANK EWALT BOARD MEMBER 1.00 X 0 0 0 PATTY SUNDBERG BOARD MEMBER 1.00 X 0 0 0 LORENE HINTZ BOARD MEMBER 1.00 X 0 0 0 JILLANN KNUTSON FINANCE DIRECTOR 40.00 X 61400 0 1680 JOEL BERTOLINO EXECUTIVE DIRECTOR 40.00 X 64400 0 1770 125800 0 3450 0 0 0 0 0 54643 296900 351543 INTEREST INCOME 900099 63213 63213 PROGRAM SERVICES 900099 4326 4326 67539 BAD DEBT RECOVERY 900099 45121 45121 45121 464203 112660 0 0 X 129250 115456 13794 75275 67242 8033 2008 1794 214 15153 13536 1617 225 225 16700 16700 100315 100315 3661 851 2810 5215 4765 450 2000 1000 1000 7827 7827 4000 4000 6346 6346 SUPPLIES 19335 3867 15468 MISCELLANEOUS 8673 2792 5881 REPAIRS & MAINTENANCE 5247 3148 2099 DUES AND SUBSCRIPTIONS 3051 3051 404281 332215 72066 0 84259 92854 68666 68966 31641 0 1031204 941882 1717 1717 24179 19179 9000 5000 552406 705760 1778893 1816179 30262 48335 599170 558461 629432 606796 X 164622 121364 984839 1088019 1149461 1209383 1778893 1816179 59922 0 X 0 1 X 0 0 X 554672 561211 378450 252290 351543 2098166 554672 561211 378450 252290 351543 2098166 2098166 3508 535 4043 90 25608 25698 2127907 342040 0.98600 0.97520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - ADMINISTRATION FEES - 2018 AMOUNT: $ 90. BAD DEBT RECOVERY - 2019 AMOUNT: $ 25,608. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24179 19179 5000 5000 REVOLVING LOAN FUND - RESTRICTED CASH 622695 ACCRUED INTEREST RECEIVABLE 83065 705760 X 464203 0 464203 0 464203 404281 0 404281 0 404281 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. THE ORGANIZATION IS ALSO EXEMPT FROM MONTANA INCOME TAXES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE ORGANIZATION HAS NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2020. THE ORGANIZATION'S FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. FORM 990, SCHEDULE D, PART V THE ORGANIZATION HAS HISTORICALLY REPORTED AN ENDOWMENT HELD AND ADMINISTERED BY THE MONTANA COMMUNITY FOUNDATION ON SCHEDULE D. HOWEVER, THE ORGANIZATION DOES NOT HAVE ACCESS TO THE FUNDS AND THEY ARE NOT REPORTED ON THE BALANCE SHEET. FOR THAT REASON, THE ENDOWMENT HAS BEEN REMOVED FROM SCHEDULE D. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE OFFICE MANAGER, THEN REVIEWED AND APPROVED BY THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS PART OF THE SEMI-ANNUAL REVIEW PROCESS. EVERY 6 MONTHS EMPLOYEES ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. EMPLOYEES ARE NOT TO WORK WITH ANYONE UNTIL THEY DISCLOSE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE VOLUNTEER EXECUTIVE COMMITTEE WITH SUPPORTING DOCUMENTATION PROVIDED BY THE PEER STRUCTURE OF THE MONTANA ECONOMIC DEVELOPMENT ASSOCIATION AND OTHER RELATED CAREERS. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTUALS: PROGRAM SERVICE EXPENSES 100,315. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,315.