2021-04-19T15:28:45-05:00 2020-09-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2019-10-01 204286919 BILLINGS COMMUNITY FOUNDATION BILL 4068393334 PO BOX 1255 BILLINGS MT 591031255 BERNARD ROSE PRESIDENT 4068393334 2021-03-24 1 DANIEL S MILLER CPA P00031554 4062455136 2021-03-24 2019 2022-09-23 18:48:47Z BERNARD ROSE PO BOX 1255 BILLINGS MT 591031255 4649199 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 2 35 0 0 368498 973393 53153 8301 63439 266120 0 -180 485090 1247634 134021 691071 0 0 43391 88019 0 0 601 87648 85856 265060 864946 220030 382688 5585137 6203833 285836 485624 5299301 5718209 X TO ENHANCE THE CAPACITY OF DONORS AND CHARITABLE ORGANIZATIONS TO MEET THE NEEDS OF THE GREATER BILLINGS COMMUNITY. 0 0 437299 437299 2000 DISBURSED FUNDS FROM ENDOWMENT FUNDS AND DONOR-ADVISED FUNDS BENEFITING 501 (C)(3) ORGANIZATIONS. PAYMENTS ARE MADE IN COMPLIANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACTS OF MONTANA. 148445 7626 THE BILLINGS COMMUNITY FOUNDATION IN RECOGNITION OF THE SPRING 2020 COVID-19 19 PANDEMIC LOCKDOWN, RESCHEDULED ITS ANNUAL GIVING DAY, ALSO KNOWN AS YELLOWSTONE VALLEY GIVES FOR SPRING 2021. GIVING DAY IS A 24 HOUR "CROWDFUNDING" EVENT WHICH USED SOCIAL MEDIA AND EMBRACES NEW TECHNOLOGIES TO PROVIDE A CONVENIENT WAY FOR THE PUBLIC TO SUPPORT PARTICIPATING NON-PROFIT ORGANIZATIONS. DONATIONS ARE TRACKED ONLINE AND PRIZES ARE AWARDED TO PARTICIPATING NON-PROFITS AT MULTIPLE GIVING-RELATED INTERVALS THROUGHOUT THE 24 HOUR PERIOD. IN PAST YEARS OVER 150 NONPROFITS SIGNED UP AS PARTICIPANTS BEFORE THE COVID-19 PANDEMIC FORCED SUSPENSION OF THE EVENT.ALTHOUGH THE GIVING DAY EVENT WAS SUSPENDED FOR A YEAR, MASKED CRUSADERS OF B-TOWN DISTRIBUTED OVER 5859 MASKS TO 65 ORGANIZATIONS THROUGHOUT THE BILLINGS AREA. SIX OF EVERY 10 MASKS MADE THEIR WAY TO NONPROFITS. A MONTANA SOCIAL SERVICES GRANT WILL ASSIST IN THE ESTABLISHMENT OF A COMMUNITY WIDE PSA ENCOURAGING PEOPLE TO WEAR MASKS. A SECOND COVID-19 RELATED INITIATIVE SAW THE BILLINGS COMMUNITY FOUNDATION PARTNERING WITH THE LOCAL UNITED WAY TO DISTRIBUTE $90,000 OF COVID-19 RELIEF DONATIONS TO 22 DIFFERENT LOCAL SOCIAL WELFARE ORGANIZATIONS. 253772 253772 BILLINGS COMMUNITY FOUNDATION SUPPORTS THROUGH FISCAL SPONSOFSHIPS COMMUNITY PROJECTS FOR THE YELLOWSTONE REGION INCLUDING THE CONSTRUCTION AND FURNISHING OF A COMMUNITY CENTER FOR THE STUDENDS AND ELDERS OF WYOLA, MT. ALSO PROVIDE FISCAL SPONSORSHIP FOR A STATEWIDE GATHERING WHERE WOMEN IN AGRICULTURE PROVIDE EDUCATION, NETWORKING AND WORKSHOPS. OTHER FISCAL SPONSORSHIPS ASSIST GROUPS WITH THE CUTURAL AND SOCIAL NEEDS WITHIN THE REGION.DURING THE CURRENT REPORTING PERIOD, THE ORGANIZATION INITIATED A NEW FISCAL SPONSORSHIP FOR A BILLINGS SUBDIVISION AND NEIGHBORHOOD COMMUNITY, COPPER RIDGE. SPECIFICALLY, DONATIONS ACCUMULATED WERE UTLIIZED FOR CONSTRUCTION OF NEW PLAYGROUND/ PARK AREA, OUTFITTED WITH NEW PLAYGROUND EQUIPMENT 839516 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 0 0 0 0 0 1 3 0 1 2 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 PO BOX 1255 BILLINGS MT 591031255 RALPH SPENCE EMERITUS 3.00 X 0 0 0 TERESA DARNIELLE-MORSE EMERITUS 2.00 X 0 0 0 JIM FOLEY DIRECTOR 3.00 X 0 0 0 LORI BYRON SECRETARY 4.00 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 VICE PRESIDENT 3.00 X X 0 0 0 BERNARD ROSE PRESIDENT 15.00 X X 0 0 0 LAUREN WRIGHT EXECUTIVE DIRECTOR 40.00 X 51458 0 0 51458 0 0 0 0 0 0 0 973393 220770 973393 REGISTRATION REVENUE 900004 6301 6301 BPNE 900004 2000 2000 8301 211376 211376 3453376 3398632 54744 54744 54744 1428 2933 -1505 -1505 MISC. REVENUE-RELATED-990 900099 1325 1325 1325 1247634 9626 0 264615 691071 691071 55000 45241 9528 231 28811 23699 4991 121 4208 3461 729 18 2157 1774 374 9 19244 15829 3334 81 30561 30561 5451 4484 944 23 2446 2012 424 10 4518 3716 783 19 10065 8279 1744 42 1199 986 208 5 1778 1463 308 7 433 356 75 2 2165 1781 375 9 IN-KIND EXPENSES 3600 2961 624 15 MISCELLANEOUS 2065 1698 358 9 DUES 174 144 30 0 864946 839516 24829 601 62415 207062 182745 184448 2500 80 124500 1119 110614 123381 5222532 5684531 4331 4331 5585137 6203833 9458 6294 178853 11840 276378 288637 285836 485624 X 136884 583160 5162417 5135049 5299301 5718209 5585137 6203833 382688 62586 -26366 0 X 0 0 0 X 651531 866170 792585 368498 973393 3652177 651531 866170 792585 368498 973393 3652177 808292 2843885 37270 49297 73200 67330 211376 438473 47330 35701 60772 53152 1325 198280 4288930 0.66310 0.63640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 138827 9951 361028 1 1 5332533 548258 282736 419126 30426 5713975 4718969 291989 439678 96000 22103 5332533 3524383 1591342 -255419 122749 18589 4718969 2760191 491597 357769 72348 12826 3524383 2126431 604579 113815 79677 4957 2760191 0.11970 0.74110 0.13920 0 0 110000 110000 14500 1119 13381 123381 FUNDS HELD AS AGENCY ENDOWMENTS 133565 DEFERRED GIFT ANNUITY LIABILITIES 155072 288637 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) 10000 PHILANTHROPIC PURPOSE BILLINGS FAMILY YMCA 402 N 32ND STREET BILLINGS MT 59101 810229386 501(C)(3) 150000 PHILANTHROPIC PURPOSE BILLINGS UNITARIAN UNIVERSALIST FELLOWSHIP PO BOX 20615 BILLINGS MT 59104 042103733 501(C)(3) 20000 PHILANTHROPIC PURPOSE BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY 505 ORCHARD LANE BILLINGS MT 59101 810308003 501(C)(3) 10000 PHILANTHROPIC PURPOSE CENTRAL MONTANA FOUNDATION PO BOX 334 LEWISTOWN MT 59457 810425314 501(C)(3) 58635 PHILANTHROPIC PURPOSE CLDI PO BOX 3381 BILLINGS MT 59103 810397424 501(C)(3) 8800 PHILANTHROPIC PURPOSE FAMILY PROMISE OF YELLOWSTONE VALLEY 10 S 26TH STREET BILLINGS MT 59101 200323622 501(C)(3) 10000 PHILANTHROPIC PURPOSE FAMILY SERVICE PO BOX 1020 BILLINGS MT 59103 810232120 501(C)(3) 6000 PHILANTHROPIC PURPOSE JOLIET COMMUNITY CENTER PO BOX 29 JOLIET MT 590410029 810531719 501(C)(3) 6890 PHILANTHROPIC PURPOSE KOA CARECAMP 2981 FORD STREET EXT PMB 179 OGDENSBURG NY 136693474 860691641 501(C)(3) 7750 PHILANTHROPIC PURPOSE MONTANA RESCUE MISSION 2902 MINNESOTA AVE BILLINGS MT 59101 816013963 501(C)(3) 12000 PHILANTHROPIC PURPOSE MONTANA WILDERNESS ASSOCIATION 80 S WARREN HELENA MT 59602 510198932 501(C)(3) 10000 PHILANTHROPIC PURPOSE UNITED WAY OF YELLOWSTONE COUNTY 2173 OVERLAND AVENUE BILLINGS MT 59102 810287507 501(C)(3) 51735 PHILANTHROPIC PURPOSE YELLOWSTONE COUNTY MUSEUM 1950 TERMINAL CIRCLE BILLINGS MT 59105 810488749 501(C)(3) 6000 PHILANTHROPIC PURPOSE YELLOWSTONE RIVER PARKS ASSOCIATION INC PO BOX 1201 BILLINGS MT 59103 364096295 501(C)(3) 5500 PHILANTHROPIC PURPOSE YWCA BILLINGS 909 WYOMING AVE BILLINGS MT 59101 810235415 501(C)(3) 7000 PHILANTHROPIC PURPOSE 16 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 14 217170 MARKET X IN-KIND 1 3600 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.