2021-07-14T17:31:32-05:00 2021-02-28 810385940 ANDERSON ZURMUEHLEN & CO PC 1019 EAST MAIN SUITE 201 BOZEMAN MT 59715 990 2020-03-01 475427975 YELLOWSTONE FOREVER YELL 4068482400 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 TOM DETMER TREASURER 4068482400 2021-07-14 1 TOM DETMER 999009999 BREA N BAUER CPA P00843148 4065566160 2021-07-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TOM DETMER 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 13564398 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. 18 19 123 19 0 0 9681607 9402473 2014188 101542 125538 453432 2524848 855834 14346181 10813281 4082194 924347 0 0 7337787 3349369 663675 999156 2177259 5123939 2462760 17207595 7735632 -2861414 3077649 16824256 19862866 5086689 4846812 11737567 15016054 X 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 1919530 917713 YELLOWSTONE FOREVER FUNDS PRIORITY PROJECTS THAT PROTECT, PRESERVE, AND ENHANCE YELLOWSTONE NATIONAL PARK. MONEY RAISED SUPPORTS THREE INITIATIVES: PROTECT YELLOWSTONE'S ECOSYSTEM AND WILDLIFE; PRESERVE THE PARK'S HERITAGE, HISTORY, AND TRAILS; AND ENHANCE VISITOR EXPERIENCES AND EDUCATION. WILDLIFE GRANT FUNDING SUPPORTED NATIVE FISH RESTORATION, GRIZZLY BEAR AND COUGAR RESEARCH, THE YELLOWSTONE WOLF PROJECT, AND A VARIETY OF SPECIES OF BIRDS THAT ARE CRITICAL TO YELLOWSTONE'S NATURAL ECOSYSTEM. THE CANYON TRAILS AND OVERLOOKS PROJECT HAS IMPROVED THE TRAILS AND VIEWING PLATFORMS AT THE ICONIC GRAND CANYON OF THE YELLOWSTONE, MAKING THEM SAFER FOR VISITORS AND ALSO CREATING BETTER TRAFFIC FLOW, HELPING TO PRESERVE THIS INCREDIBLE FEATURE INTO THE FUTURE. YELLOWSTONE FOREVER WORKED WITH THE PARK TO ENHANCE VISITOR EXPERIENCES AND EDUCATION THROUGH FINANCIAL SUPPORT OF YOUTH EDUCATION INITIATIVES AND THE VISITOR AND WILDLIFE SAFETY PROGRAM. 547687 158397 YELLOWSTONE FOREVER, IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE, PROVIDES EDUCATIONAL PROGRAMMING THAT HELPS PEOPLE ENJOY, UNDERSTAND, AND APPRECIATE THE WILDLIFE, GEOLOGY, AND CULTURAL HISTORY OF THE PARK. THROUGH IN-DEPTH FIELD SEMINARS, LODGING & LEARNING PROGRAMS (OFFERED IN PARTNERSHIP WITH YELLOWSTONE NATIONAL PARK LODGES), YOUTH & COLLEGE PROGRAMS, AND PRIVATE TOURS, YELLOWSTONE FOREVER EDUCATIONAL PROGRAMMING HELPS PEOPLE OF ALL AGES EXPERIENCE THE WONDER OF YELLOWSTONE. APPROXIMATELY 155 VISITORS TO YELLOWSTONE NATIONAL PARK ATTENDED A YELLOWSTONE FOREVER EDUCATIONAL PROGRAM FOR A TOTAL OF APPROXIMATELY 5,192 CONTACT HOURS. 1282792 6634 816440 YELLOWSTONE FOREVER HAD OVER 80,000 TRANSACTIONS AT FIVE STORES (3 IN THE PARK, 1 IN GARDINER, 1 AT QUAKE LAKE) THAT WERE ABLE TO REMAIN OPEN DURING THE PANDEMIC. VISITORS TO YELLOWSTONE PARK AND THE SURROUNDING AREA PURCHASED BOOKS, MAPS, GAMES, ART, OUTDOOR GEAR, CALENDARS, DVD'S AND MORE. MANY OF THE ITEMS SOLD ARE ONE OF A KIND AND PRODUCED DIRECTLY BY YELLOWSTONE FOREVER. ALL ITEMS SOLD THROUGH YELLOWSTONE FOREVER PARK STORES ARE APPROVED BY THE NATIONAL PARK SERVICE AND HELP FOSTER A DEEPER UNDERSTANDING, APPRECIATION, AND ENJOYMENT OF YELLOWSTONE AND ITS SURROUNDING ECOSYSTEM. PROCEEDS FROM RETAIL SALES DIRECTLY BENEFIT YELLOWSTONE NATIONAL PARK. 3750009 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 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 58 0 1 123 1 0 0 0 0 0 1 1 0 0 0 0 X 18 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO 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 ND VA X X X KRISTI MILLS 4068482400 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 KEVIN BUTT CHAIRMAN 10.00 X X 0 0 0 EDNA JOHNSON VICE-CHAIRMAN 10.00 X X 0 0 0 TOM DETMER 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 JOE MARUSHACK DIRECTOR 3.00 X 0 0 0 THOMAS TULL DIRECTOR 3.00 X 0 0 0 LAURA ORVIDAS DIRECTOR 3.00 X 0 0 0 ANNIE GRAHAM DIRECTOR 3.00 X 0 0 0 LARRY PATRICK DIRECTOR 3.00 X 0 0 0 TIM SOLSO DIRECTOR 3.00 X 0 0 0 WENDY STUKER CHIEF FINANCE OFFICER 40.00 X 114994 0 10482 LISA DIEKMANN PRESIDENT & CEO 40.00 X 57632 0 6245 JOHN WALDA INTERIM PRESIDENT & CEO 40.00 X 109563 0 5631 KRISTENA MILLS CHIEF FINANCE OFFICER 40.00 X 13074 0 1368 LESLIE EVERETT CHIEF OF STAFF 40.00 X 147306 0 11598 WENDIE CARR CHIEF MARKETING OFFICER 40.00 X 118807 0 20374 STEVE MOUNT REGIONAL DIRECTOR OF PHILA 40.00 X 101877 0 12907 HEATHER B WHITE FORMER PRESIDENT & CEO 0.00 X 138462 0 0 801715 0 68605 6 1 1 0 AVALON CONSULTING GROUP INC 805 15 STREET NW SUITE 700 WASHINGTON DC 20005 DIRECT MAIL CONTRACTOR 811706 CRAZY MOUNTAIN FABRICATION 205 HOWIE RD BIG TIMBER MT 59011 FENCING FOR CANYON CORRALS/ARCH VENTURES 115714 2 29608 258150 9114715 308751 9402473 TUITION AND CABIN FEES 611600 101542 101542 101542 30957 30957 29719 0 29719 29719 29719 1337922 879072 1367360 427159 -29438 451913 422475 422475 24000 29608 41461 -17461 -17461 1731577 915137 816440 816440 OTHER REVENUE 900099 27136 27136 27136 10813281 974837 0 435971 924347 924347 284253 174696 42372 67185 2539327 1560617 378523 600187 109913 67550 16384 25979 168854 103774 25170 39910 247022 151815 36822 58385 29293 9684 19609 73523 18381 55142 999156 999156 22071 22071 209478 182580 9887 17011 11944 5943 5927 74 302430 79725 164859 57846 380438 56135 149023 175280 230487 86318 143686 483 19356 9691 5352 4313 2892 2892 151052 151052 798003 175183 560306 62514 BANK/MERCHANT FEES 121300 51660 13267 56373 HUMAN RESOURCES 60988 20334 28091 12563 EDUCATIONAL PROGRAMS 42536 42536 MERCHANDISING 6969 6969 7735632 3750009 1808364 2177259 112652 2132522 3287365 4115550 2919588 137777 53708 983080 1248785 213002 217438 14391572 6160227 9491610 8231345 1770585 1771603 0 512 16824256 19862866 1350150 511930 5128 8517 481411 75363 3250000 1900000 0 2351002 5086689 4846812 X 5947342 7702565 5790225 7313489 11737567 15016054 16824256 19862866 3077649 200838 0 X X 0 1 X 1 0 X 4547482 10944625 10338399 9681607 9402473 44914586 4547482 10944625 10338399 9681607 9402473 44914586 44914586 32475 281583 127712 152203 60676 654649 27136 27136 45596371 17239885 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2805586 97477 174295 1305755 1771603 2538970 289416 180913 203713 2805586 2365635 264940 44641 136246 2538970 1986888 222529 210524 46441 7865 2365635 1855065 137584 5410 349 1986890 0.02500 0.85500 0.12000 0 0 2284844 2284844 8187311 3280459 4906852 1524813 1048875 475938 2201152 1770942 430210 193452 59951 133501 8231345 MONEY MARKET FUNDS 16740 F FIXED-INCOME MUTUAL FUNDS 592374 F EQUITY-MUTUAL FUNDS 1162489 F 1771603 PPP LOAN 2351002 2351002 11521233 200838 487728 41457 730023 10791210 22071 22071 10813281 8242749 487728 41460 529188 7713561 22071 22071 7735632 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 41,461. ROUNDING -4. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 41,461. ROUNDING -1. X X X X X X X 1 AVALON CONSULTING GROUP 805 15TH STREET NW SUITE 700 WASHINGTON DC 20005 MANAGED DIRECT MAIL AND DIGITAL FUNDRAISING EFFORTS FOR YELL 0 4885162 1348780 3722382 STILLWATER STRATEGY PARTNERS 251 PAINTED HILLS RD BOZEMAN MT 59715 FUNDRAISING STRATEGIES CONSULTING SERVICES 0 0 10750 -10750 4885162 1359530 3711632 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 FALL SILVER TIP RANCH ESCAPE 48000 24000 24000 20852 YOUNG PATRONS - NEW YORK 2830 2830 -10463 3 2778 2778 31072 53608 29608 24000 41461 41461 -17461 1 NATIONAL PARK SERVICE PO BOX 168 YELLOWSTONE NATIONAL P WY 82190 530197094 170(C)(1) 917713 FULFILL PARK PRIORITIES US FOREST SERVICE 201 14TH STREET SW YATES BUILDING WASHINGTON DC 20002 929332484 170(C)(1) 6634 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 YELLOWSTONE 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 LESLIE EVERETT CHIEF OF STAFF 147306 0 0 0 0 0 0 0 11598 0 158904 0 0 0 HEATHER B WHITE FORMER PRESIDENT & CEO 138462 0 0 0 0 0 0 0 0 0 138462 0 0 0 X 6 231581 FMV AT DATE OF GIFT X EQUIPMENT 2 66447 FAIR MARKET VALUE X GOODS 4 10723 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 THE PRESIDENT & CEO IS HIRED BY THE BOARD OF DIRECTORS UNDER THE DIRECTION OF THE CHAIRMAN OF THE BOARD. FOR RECRUITING AND HIRING THE CURRENT PRESIDENT & CEO FOR YELLOWSTONE FOREVER THE BOARD OF DIRECTORS EMPLOYED A NATIONAL RECRUITING FIRM TO CONDUCT A SEARCH, FACILITATE BENCHMARKING THE POSITION ACCORDING TO THE SKILL SET AND REQUIREMENTS THAT THE BOARD DETERMINED THEY WANTED FOR THE ROLE. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO POSITION IS DETERMINED BY THE BOARD OF DIRECTORS. COMPENSATION FOR EMPLOYEES AND OFFICERS OF THE ORGANIZATION IS DETERMINED BY BENCHMARKING POSITIONS USING INDUSTRY STANDARD SALARY BENCHMARKING SOFTWARE. THERE ARE TWO SOFTWARE SUBSCRIPTIONS THAT YF HAS USED TO FACILITATE BENCHMARKING POSITIONS PAYSCALE AND SALARY.COM COMPANALYST. WE CURRENTLY USE SALARY.COM COMPANALYST. BENCHMARKING OF ROLES WAS PERFORMED BY THE DIRECTOR OF HUMAN RESOURCES (OR THEIR DESIGNEE). FACTORS USED IN BENCHMARKING ROLES INCLUDE: JOB DESCRIPTIONS AND KEY RESPONSIBILITIES, LEVEL OF EXPERIENCE, CANDIDATE/TALENT POOL (I.E. NATIONAL NON-PROFIT OR REGIONAL NON-PROFIT, ETC.). ONCE THE POSITION WAS BENCHMARKED AT THE APPROPRIATE SALARY RANGE, THE HR DIRECTOR WOULD WORK WITH THE PRESIDENT OR DEPARTMENT LEAD TO RECRUIT AND HIRE FOR THE POSITION ACCORDING TO THE ESTABLISHED RANGE, AND ENSURE THAT THERE WAS SUBSTANTIATING DOCUMENTATION (APPLICATION AND/OR RESUME). MORE RECENTLY WE HAVE ESTABLISHING OPERATING PRINCIPLES AND BEST PRACTICES TO HIRE WITHIN THE 25 50 PERCENTILE TO FURTHER DRIVE CONSISTENCY IN APPLYING BENCHMARKING DATA TO THE HIRING/RECRUITING PROCESS. 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.