2021-01-15T10:00:23-06:00 2020-02-29 810385940 ANDERSON ZURMUEHLEN & CO PC 1019 EAST MAIN SUITE 201 BOZEMAN MT 59715 990 2019-03-01 475427975 YELLOWSTONE FOREVER YELL 4068482400 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 TOM DETMER TREASURER 4068482400 2021-01-14 1 BREA N BAUER CPA P00843148 4065566160 2021-01-14 2019 2022-09-23 18:48:47Z TOM DETMER 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 18103901 0 X WWW.YELLOWSTONE.ORG X 2015 MT YELLOWSTONE FOREVER (YF) SERVES AS THE OFFICIAL NON-PROFIT PARTNER FOR YELLOWSTONE NATIONAL PARK (PARK). YF'S PURPOSE IS TO PROVIDE GRANTS AND IN-KIND SUPPORT TO THE PARK THROUGH PHILANTHROPIC AND EDUCATIONAL INITIATIVES. 16 16 204 101 0 0 10338399 9681607 1903460 2014188 158342 125538 2796216 2524848 15196417 14346181 5579757 4082194 0 0 7325543 7337787 809630 663675 3753721 5330280 5123939 19045210 17207595 -3848793 -2861414 18487905 16824256 3909521 5086689 14578384 11737567 YELLOWSTONE FOREVER ('YF") SERVES AS THE OFFICIAL NON-PROFIT PARTNER FOR YELLOWSTONE NATIONAL PARK ("PARK"). YF'S PURPOSE IS TO PROVIDE GRANTS AND IN-KIND SUPPORT TO THE PARK THROUGH PHILANTHROPIC AND EDUCATIONAL INITATIVES 0 0 5711549 4082194 SUPPORT FOR YELLOWSTONE NATIONAL PARK. CASH GRANTS SUPPORT SIX INITIATIVES: CULTURAL TREASURERS, GREENEST PARK, RANGER HERITAGE, TOMORROW'S STEWARDS, VISITOR EXPERIENCE, AND WILDLIFE GRANTS WERE ALSO SPENT ON THE CANYON OVERLOOKS. IN ADDITION, GRANTS SUPPORTED STAFFING AND ADMINISTRATIVE EXPENSES FOR MANAGING THE COORDINATION OF THE PARK GRANTS AND PROGRAMS. 2615023 1913080 VISITOR EDUCTION PROGRAMMING. APPROXIMATELY 9,573 VISITORS TO YELLOWSTONE NATIONAL PARK ATTENDED OVER 673 YELLOWSTONE FOREVER EDUCATIONAL PROGRAMS IN NATURAL HISTORY, GEOLOGY, CULTURAL HISTORY, WILDLIFE, ENVIRONMENTAL CONSERVATION AND PRESEVATION FOR A TOTAL OF APPROXIMATELY 140,622 CONTACT HOURS. 3105359 2751722 VISITOR EDUCATION PRODUCT SALES. APPROXIMATLEY 270,000 TRANSACTIONS FROM CUSTOMERS AND VISITORS TO YELLOWSTONE NATIONAL PARK WHO PURCHASED EDUCATIONAL AND INTERPRETIVE BOOKS, MAPS, DVDS, GAMES, AND OTHER ITEMS THAT FOSTER A DEEPER UNDERSTANDING, APPRECIATION, AND ENJOYMENT OF YELLOWSTONE AND ITS SURROUNDING ECOSYSTEM AT 8 PARK STORES AT YELLOWSTONE NATIONAL PARK, 1 PARK STORE IN GARDINER, MT, 1 PARK STORE AT BOZEMAN INTERNATIONAL AIRPORT, 1 FOREST STORE AT HEBGEN LAKE GALLATIN NATIONAL FOREST AND THE WEBPAGE. STORE PRODUCTS ARE APPROVED EACH YEAR BY THE NATIONAL PARK SERVICE IN AN ANNUAL SCOPE OF SALE STATEMENT. 11431931 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 154 0 1 204 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL GA HI KS KY IL MD MA MI MN MS MO NJ NH NM NY NC OH OR PA RI SC TN UT WV WI AK ND VA ME OK WA NV X X X KRISTI MILLS 4068482400 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 KAY YEAGER CHAIRMAN 10.00 X X 0 0 0 EDNA JOHNSON VICE-CHAIRMAN 10.00 X X 0 0 0 JOE MARUSHACK TREASURER 10.00 X X 0 0 0 CAROLYN HEPPEL SECRETARY 10.00 X X 0 0 0 BOB ROWE DIRECTOR 3.00 X 0 0 0 JOHN COSTELLO DIRECTOR 3.00 X 0 0 0 MICHAEL SOLOT DIRECTOR 3.00 X 0 0 0 LISA EVIA DIRECTOR 3.00 X 0 0 0 ELIZABETH WEBB DIRECTOR 3.00 X 0 0 0 DOUG SPENCER DIRECTOR 3.00 X 0 0 0 JACQUELINE ROONEY DIRECTOR 3.00 X 0 0 0 SUSAN ROEDER DIRECTOR 3.00 X 0 0 0 TOM DETMER DIRECTOR 3.00 X 0 0 0 CHARLES B KAUFMANN III DIRECTOR 3.00 X 0 0 0 KEVIN BUTT DIRECTOR 3.00 X 0 0 0 ANNIE GRAHAM DIRECTOR 3.00 X 0 0 0 HEATHER B WHITE PRESIDENT & CEO 60.00 X 320192 0 7932 JOHN WALDA INTERIM PRESIDENT & CEO 60.00 X 129808 0 6415 WENDY STUKER CHIEF FINANCE OFFICER 60.00 X 93654 0 9094 KELLY HERMAN CHIEF DEVELOPMENT OFFICER 60.00 X 228456 0 7201 THOMAS CLUDERAY GENERAL COUNSEL 60.00 X 159782 0 14066 WENDIE CARR CHIEF MARKETING OFFICER 60.00 X 139000 0 19800 TERRY F ATWOOD VICE PRESIDENT OF RETAIL OPERATIONS 60.00 X 140000 0 13077 STEVE MOUNT REGIONAL DIRECTOR OF PHILANTHROPY 60.00 X 106753 0 11415 1317645 0 89000 16 0 1 0 AVALON CONSULTING GROUP INC 805 15 STREET NW SUITE 700 WASHINGTON DC 20005 DIRECT MAIL CONTRACTOR 500357 ALPHAGRAPHICS COLOR WORLD OF MONTANA 201 E MENDENHALL ST BOZEMAN MT 59715 PRINTER 275799 ANNE LEWIS STRATEGIES LLC 1140 19TH ST NW SUITE 300 WASHINGTON DC 20036 ONLINE GIVING CONTRACTOR 116200 3 199020 9482587 846635 9681607 TUITION AND CABIN FEES 611600 2014188 2014188 2014188 73311 73311 78892 0 78892 78892 78892 1000970 56345 979923 25165 21047 31180 52227 52227 169917 199020 295683 -125766 -125766 5028671 2456949 2571722 2571722 14346181 4664802 0 -228 4082194 4082194 688309 418608 108756 160945 5449173 3314013 860997 1274163 205220 124808 32426 47986 473683 288079 74844 110760 521402 317100 82384 121918 56155 22002 5279 28874 92988 76040 2926 14022 663675 663675 14609 14609 285954 112039 26883 147032 127517 47417 13365 66735 111011 70273 11310 29428 728074 266040 198843 263191 485348 233701 185072 66575 273485 195619 24397 53469 76486 20778 37231 18477 240699 159872 28873 51954 1093530 667888 275167 150475 157297 124302 21323 11672 EDUCATIONAL PROGRAMS 349555 349081 162 312 ENGAGEMENT/EVENTS 344910 136945 7432 200533 STEWARDSHIP/RECOGNITION 291931 112076 38 179817 BANK/MERCHANT FEES 242506 180985 2214 59307 151884 97462 22021 32401 17207595 11431931 2021943 3753721 43995 112652 8 0 4354835 4115550 104953 137777 734736 983080 430334 213002 16146526 6654916 10490199 9491610 2328845 1770585 18487905 16824256 704482 1350150 2669 5128 402370 481411 2800000 3250000 3909521 5086689 X 8394704 5947342 6183680 5790225 14578384 11737567 18487905 16824256 -2861414 20597 0 X X 0 1 X 1 0 X 4547482 10944625 10338399 9681607 35512113 4547482 10944625 10338399 9681607 35512113 35512113 32475 281583 127712 152203 593973 36106086 15484308 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2538970 289416 180913 203713 2805586 2365635 264940 44641 136246 2538970 1986888 222529 210524 46441 7865 2365635 1855065 137584 5410 349 1986890 0.45000 0.51000 0.04000 0 0 2336844 2336844 8443501 3138787 5304714 1725859 1144350 581509 3398957 2321260 1077697 241365 50519 190846 9491610 MONEY MARKET FUNDS 62398 F FIXED-INCOME MUTUAL FUNDS 1082978 F EQUITY-MUTUAL FUNDS 625209 F 1770585 15129026 20597 481173 295684 797454 14331572 14609 14609 14346181 17969840 481173 295681 776854 17192986 14609 14609 17207595 PART V, LINE 4: EARNINGS FROM YF'S ENDOWMENT FUNDS ARE USED TO SUPPORT YELLOWSTONE NATIONAL PARK AND VISITOR EDUCATION PROGRAMING. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 295,683. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 295,683. ROUNDING -2. X X X X X X X 1 AVALON CONSULTING GROUP 805 15TH STREET NW SUITE 700 WASHINGTON DC 20001 MANAGED DIRECT MAIL EFFORTS FOR YELLOWSTONE FOREVER. 0 2466498 500357 1860183 ANNE LEWIS STRATEGIES 650 MASSACHUSETTS AVENUE NW SUITE WASHINGTON DC 20001 CONSULTING SERVICE FOR ELECTRONIC SOLICITATION/COMMUNICATION 0 278942 116200 162742 CCS CONSULTING 100 MONTGOMERY STREET SUITE 2270 SAN FRANCISCO CA 94101 CONSULT WITH YELLOWSTONE FOREVER ON CAPITAL CAMPAIGN 0 0 275799 -275799 2745440 892356 1747126 AL AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS MO NC NH NJ NM NY OH OR PA RI SC TN UT VA WI WA WV OK ND NV ME AK YELLOWSTONE PLEIN AIR INVITAITONAL 169523 109133 60390 128223 YOUNG PATRONS - NEW YORK 63975 26447 37528 78721 6 135439 63440 71999 88739 368937 199020 169917 295683 295683 -125766 1 NATIONAL PARK SERVICE PO BOX 168 YELLOWSTONE NATIONAL P WY 82190 530197094 170(C)(1) 4077389 FULFILL PARK PRIORITIES US FOREST SERVICE 201 14TH STREET SW YATES BUILDING WASHINGTON DC 20002 929332484 170(C)(1) 4805 ASSIST WITH FURTHERING CUSTOMER SERVICE AND INTERPRETATION OF PUBLIC LANDS AROUND QUAKE LAKE 2 PART I, LINE 2 YELLOWSTONE FOREVER MONITORS THE USE OF FUNDS BY THE GOVERNMENT (YELLOWSTONE NATIONAL PARK AND US FOREST SERVICE) THROUGH A HIGHLY REGULATED ANNUAL GRANT REQUEST PROCESS THAT IS REVIEWED AND APPROVED BY YELLOWSTONE FOREVER'S BOARD OF DIRECTORS. AFTER THE BOARD OF DIRECTORS APPROVES PROJECTS TO BE FUNDED EACH YEAR, STAFF PRESENT GRANT AGREEMENTS FOR THE PROJECTS TO BE REVIEWED AND SIGNED BY THE GOVERMENT. FUNDING FOR THESE PROJECTS BECOMES AVAILABLE AT THE START OF YELOWSTONE FOREVER'S FISCAL YEAR AND IS REVIEWED AND TRACKED THROUGH REQUISITION FORMS, REQUISITION REQUEST FOR DISBURSEMENT OF FUNDS, AND REQUIRE REVIEW AND APPROVAL BY MULTIPLE LEVELS OF THE NATIONAL PARK SERVICE. THE CHIEF FINANCIAL OFFICER OF YELLOWSTONE FOREVER REVIEWS EACH APPROVED REQUISITION REQUEST FOR VERIFICATION THAT EACH EXPENDITURE COMPLIES WITH YELLOWSTONE FOREVER'S MISSION, GUIDELINES, AND OTHER REQUIRMENTS PRIOR TO THE DISBURSEMENT OF ANY FUNDS. YELLOWSTONE FOREVER AND PARK STAFF CONTINUE TO MEET REGULARLY THROUGHOUT THE YEAR TO TRACK THE PROGRESS OF FUNDED PROJECTS, MONITOR ANY CHANGES TO THOSE PRIORITIES, AND IDENTIFY AND WORK TOGETHER TO ADDRESS NEW ONES IN SUPPORT OF THE PARK WHERE AND AS THEY ARISE. PROVIDING REGULAR REPORTS BACK TO YELLOWSTONE FOREVER'S BOARD OF DIRECTORS IN THE PROCESS. X X X X X 1 0 0 0 0 0 0 0 0 HEATHER B WHITE PRESIDENT & CEO 320192 0 0 0 0 0 7356 0 576 0 328124 0 0 0 KELLY HERMAN CHIEF DEVELOPMENT OFFICER 228456 0 0 0 0 0 6549 0 652 0 235657 0 0 0 THOMAS CLUDERAY GENERAL COUNSEL 159782 0 0 0 0 0 7989 0 6077 0 173848 0 0 0 WENDIE CARR CHIEF MARKETING OFFICER 139000 0 0 0 0 0 6950 0 12850 0 158800 0 0 0 TERRY F ATWOOD VICE PRESIDENT OF RETAIL OPERATIONS 140000 0 0 0 0 0 7000 0 6077 0 153077 0 0 0 X 7 663561 FMV AT DATE OF GIFT X GOODS 10 104822 FAIR MARKET VALUE X EQUIPMENT 2 78252 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B YELLOWSTONE FOREVER WORKS CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM AND MEMBERS OF SENIOR MANAGEMENT TO REVIEW THE FINAL DRAFT OF THE RETURN PRIOR TO ITS SUBMISSION TO THE IRS. AFTER STAFF DOES AN INITIAL REVIEW OF THE DRAFT, THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING THE COMPLETE COPY OF THE FINAL RETURN THAT IS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO YELLOWSTONE FOREVER FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, COMMITTEE MEMBERS, AND KEY STAFF MAKE ANNUAL CONFLICT OF INTEREST DISCLOSURES IN ORDER TO IDENTIFY AND MANAGE CONFLICTS OF INTEREST WHEN THEY ARISE, IF A CONFLICT OF INTEREST IS PRESENT, BEFORE THE BOARD OR COMMITTEE TAKES AN ACTION, A DIRECTOR, COMMITTEE MEMBER, OR KEY STAFF MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES TO THE MEETING. SHOULD A CONFLICT OF INTEREST BE RAISED, THE BOARD OR COMMITTEE WILL REVIEW THE CONFLICT OF INTEREST POLICY AND TAKE NECESSARY STEPS, INCLUDING RECUSING THE BOARD MEMBER, COMMITTEE MEMBER, OR KEY STAFF, PRIOR TO DISCUSSION AND VOTING ON THE AGENDA ITEM. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE BOARD OF DIRECTORS REVIEWS COMPARABLE DATA FOR THE COMPENSATION OF THE PRESIDENT AND CEO. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS THE ANNUAL COMPENSATION AND ANY BONUSES THE PRESIDENT AND CEO MAY RECEIVE. THE PRESIDENT AND CEO DETERMINES ANNUAL COMPENSATION AND ANY BONUSES PAID TO EMPLOYEES. THIS COMPENSATION IS BENCHMARKED AGAINST AN OUTSIDE FIRM, PAYSCALES'S, AND COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, THE ANNUAL AUDITED FINANCIAL STATEMENTS, FORM 990 AND ANNUAL REPORT ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. FORM 990 PART XII 2C THE ORGANIZATION HAS A FINANCE AND AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.