2020-11-16T17:22:00-06:00 2019-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2019-01-01 200192255 RED LODGE AREA COMMUNITY FOUNDATION REDL 4064462820 PO BOX 1871 RED LODGE MT 590681871 MARTHA BROWN BOARD CHAIR 4064462820 2020-11-16 1 DANIEL S MILLER CPA P00031554 4062455136 2020-11-16 2019 2022-09-23 18:48:47Z MARTHA BROWN PO BOX 1871 RED LODGE MT 59068 1512601 0 X WWW.RLACF.ORG X 2003 MT OUR OUTCOMES IN 2019 CLEARLY ILLUSTRATE THAT THE FOUNDATION CAN PROVIDE LONG TERM PROGRAMMING AND RESPOND TO EMERGENT "GAP" OPPORTUNITIES SIMULTANEOUSLY. OUR TEAM RESPONDED TO A ROLLER COASTER OF COMMUNITY DYNAMICS. REQUESTS FOR EARLY CHILDHOOD FINANCIAL SUPPORT DOUBLED, 38 FAMILIES APPLIED FOR AFFORDABLE HOUSING, AND THE NEW ROOSEVELT CENTER REACHED 82% OF TENANT SPACES OCCUPIED. WE GRANTED A TOTAL OF $471,212 TO COMMUNITY PROJECTS. OUR MOST SIGNIFICANT ACTIVITIES INCLUDE GRANTS TO 59 CHARITIES THROUGH THE FUN RUN FOR CHARITIES, RAISING $2.9 MILLION FOR THESE CHARITIES IN 16 YEARS. WE ALSO FOCUSED ON BUILDING AFFORDABLE WORKFORCE HOUSING, CREATING THE FIRST COUNTY WIDE TRANSPORTATION PLAN, AND REPURPOSING THE OLD ROOSEVELT SCHOOL INTO AN ARTS, CULTURE, EDUCATIONAL AND CONFERENCE CENTER. IN 2019, VOLUNTEERS PROVIDED 7,529 HOURS TO SUPPORT COMMUNITY INITIATIVES, SAVING THE FOUNDATION AN ESTIMATED $70K IN STAFFING DOLLARS. 14 14 38 224 0 0 1153264 1219993 87359 15176 3963 -106931 37806 117869 1282392 1246107 598483 491176 0 0 327820 425493 0 0 39307 340278 474580 1266581 1391249 15811 -145142 1915241 1609330 217984 21578 1697257 1587752 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 532255 336732 37800 THE RED LODGE AREA COMMUNITY FOUNDATION SUPPORTS THRIVING NONPROFITS THROUGH A VARIETY OF PROGRAMS INCLUDING THE ANNUAL FUN RUN FOR CHARITIES. 59 CHARITABLE ORGANIZATIONS BENEFITED FROM THE $278,281 IN GRANTS FROM THE FUN RUN, TO FURTHER THEIR INDIVIDUAL MISSION IMPACTS WITHIN THE COUNTY. WE HAVE GRANTED A CUMULATIVE $2.9 MILLION IN 16 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 555 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 HOSTED 129 EVENTS IN THE SECOND FULL YEAR OF OPERATIONS. 470 VOLUNTEER HOURS HELPED TO REMODEL AND PAINT A VARIETY OF SPACES AT THE CENTER, INCLUDING THE NEW ARTS GUILD SATELLITE GALLERY, WHICH ALLOWS THEM TO DISPLAY MORE ARTIST WORK AT THIS NEW LOCATION FOR THEM. WE REACHED 82% OCCUPATION OF AVAILABLE ROOMS AND CREATED A NEW SPACE, THE ARTS GUILD ANNEX SO THAT ARTISTS OF ALL TYPES CAN TEACH CLASSES. 204982 59022 14557 THE RED LODGE AREA COMMUNITY FOUNDATION FOCUSED ON BUILDING A RESILIENT COMMUNITY THROUGH A HOST OF PROGRAMS THAT INCLUDE A UNIQUE PARTNERSHIP WITH SALVATION ARMY, RAISING $6,878.21 FOR THOSE WITH EMERGENCY NEEDS IN CARBON COUNTY. CARBON COUNTY CONNECT, AN ONLINE RESOURCE DIRECTORY, DISTRIBUTED 1,500 PRINTED COPIES ACROSS THE COUNTY TO SUPPORT THOSE IN POVERTY AND LOW INCOME SITUATIONS. 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 120 CALLS FOR NAVIGATION AND 52.25 HOURS OF TIME SPENT HELPING PEOPLE TO ACCESS RESOURCES AVAILABLE TO THEM. FURTHER DEVELOPED WORKFORCE HOUSING BY CREATING A LAND TRUST APPROACH THAT WILL KEEP THE HOMES AFFORDABLE WELL AFTER ITS FIRST FAMILY. PROCESSED 38 APPLICATIONS FOR AFFORDABLE HOMES. PROVIDED FOUR COMMUNITY EVENTS FOCUSING ON GENERAL MENTAL HEALTH ISSUES AND CREATED THE RESILIENT RAMS, AN IN-SCHOOL MINDFULNESS PROGRAM FOR HIGH SCHOOL STUDENTS. GRANTED $90,146.00 TO THE LOCAL PARA MEDICINE PROGRAM, A DIVISION OF THE RED LODGE FIRE RESCUE. CREATED CART-CARBON COUNTY RIDE & TRANSIT TO ADDRESS TRANSPORTATION SERVICES NEEDED BY THE ELDERLY, AND PEOPLE IN POVERTY AND LOW INCOME SITUATIONS IN RURAL CARBON COUNTY, ESPECIALLY THOSE IN NEED OF MEDICAL SERVICES. PROVIDED 40 PALLETS OF FIREWOOD TO LOW INCOME HOMES, GRANTED $8K TO SENIORS WITH EPISODIC, EMERGENCY NEEDS, TO SUPPORT AGING IN PLACE OF CHOICE. 43 SENIORS WERE PROVIDED WITH $50.00 TO ACCESS FRESH FOOD AT LOCAL FARMERS MARKETS. 128018 48625 9092 THE FOUNDATION FOCUSES ON CONNECTING YOUTH THROUGH A VARIETY OF PROGRAMS INCLUDING THE FUTURE OF MONTANA VOLUNTEER CORPS WHICH STIMULATED 2,860 HIGH SCHOOL STUDENT VOLUNTEER HOURS 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. HEAD START PULLED OUT OF OUR COMMUNITY AND WE CREATED A NEW GRANT MAKING PROGRAM AND AWARDED A WHOPPING $22,868 TO 23 FAMILIES, OVER DOUBLE OF WHAT WE DID THE YEAR BEFORE. WE INCREASED THE AMOUNT GRANTED TO $3,745 TO 23 AREA YOUTH TO PARTICIPATE IN ACTIVITIES THEY COULDN'T OTHERWISE AFFORD, THROUGH THE YOUTH ENRICHMENT FUND. CREATED 10 EDUCATIONAL BACKPACKS FOR YOUNG CHILDREN AT THE LOCAL LIBRARY THAT WERE CHECKED OUT 106 TIMES. 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. 392119 46798 24668 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 2019, THESE FISCAL SPONSORSHIPS UPDATED THE RAMPS AT THE LOCAL SKATE PARK, IMPROVED THE ICE RINK SO THAT IT CAN HOLD COMPETITIVE EVENTS, CREATED THE FIRST STEAM EDUCATIONAL CENTER FOR PEOPLE OF ALL AGES, AND IMPROVED RECYCLING EFFORTS AT THE RECYCLING CENTER AND THROUGH THE LARGE REWIND EVENT.THE ROOSEVELT CENTER IS OUR LARGEST CAPITAL PROJECT. IN 2019 THE CENTER HOSTED MANY COMMUNITY EVENTS, INCLUDING PLAYS, MUSICAL PERFORMANCES, COMMUNITY DISCUSSIONS AND ART SHOWS. 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 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. 392119 46798 24668 1257374 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 38 1 1 1 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 STEVE MUTH DIRECTOR 1.00 X 0 0 0 JANET PETERSON DIRECTOR 1.00 X 0 0 0 TRACY TIMMONS EXECUTIVE DIRECTOR 40.00 X 77194 0 0 77194 0 0 0 0 0 0 0 37289 174914 1007790 10762 1219993 MORTGAGE PENALTY 900099 6185 6185 AFFILIATED ORGANIZATION 900099 5033 5033 FEES 900099 3702 3702 BACK OFFICE SERVICES 900099 256 256 15176 2347 2347 46928 0 46928 46928 46928 2216 155000 0 266494 2216 -111494 -109278 -109278 70941 70941 70941 1246107 86117 0 -60003 X 491176 491176 77194 77194 317831 220871 75429 21531 276 182 47 47 30192 22747 5798 1647 46227 45708 519 152812 165124 -13582 1270 18707 15435 2287 985 27970 20419 5573 1978 9895 5127 3917 851 56526 55296 615 615 4172 3083 976 113 11469 7565 3892 12 2501 2501 53100 53100 32544 29493 1796 1255 FUN RUN EXPENSES 26995 23665 1684 1646 PRINTING AND PUBLICATIO 16975 10918 1520 4537 MEETING MEALS 9538 5847 3477 214 LOCAL MEETINGS, EVENTS, 2575 75 2500 2574 1848 620 106 1391249 1257374 94568 39307 329572 308725 97490 87184 3000 0 162125 156243 2309 2309 816111 141295 937131 674816 85 0 383529 380053 1915241 1609330 115643 12034 100000 0 2341 9544 217984 21578 X 1258345 1012188 438912 575564 1697257 1587752 1915241 1609330 -145142 8956 911 25770 0 X 1 X 0 0 0 X 644722 916236 1267754 1153264 1219993 5201969 79074 29206 91953 103046 62104 365383 723796 945442 1359707 1256310 1282097 5567352 144593 125227 239337 264412 88502 862071 0 144593 125227 239337 264412 88502 862071 4705281 5839 10747 5550 3963 -106931 -80832 5839 10747 5550 3963 -106931 -80832 6382 17137 70941 94460 729635 956189 1371639 1277410 1246107 5580980 0.84310 0.82950 0.00000 0.00910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 76167 34298 48646 1 1 71740 7608 12137 3444 974 87067 46945 32463 -4684 2055 929 71740 42375 7070 2043 457 46945 44170 693 2046 442 42375 45601 1004 1973 462 44170 0.13000 0.87000 1 0 96888 96888 585595 75363 510232 133628 65932 67696 674816 ENDOWMENT FUND - MT COM FDNTN 87067 SWEAT EQUITY MORTGAGES 292986 380053 PAYROLL LIABILITIES 9544 9544 PART V, LINE 4: OUR ENDOWMENT FUND CAPTURES COMMUNITY ASSETS THAT MIGHT OTHERWISE BE LOST AND KEEP THEM IN OUR COMMUNITY. EARNINGS FROM THE ENDOWMENT, FUND LOCAL PROJECTS IN PERPETUITY. ENDOWMENT BUILDING REPRESENTS OUR COMMITMENT TO CREATING PERMANENT FINANCIAL RESOURCES FOR THE COMMUNITY. EARNED REVENUE FROM ENDOWMENTS SUPPORTS LOCAL GRANT MAKING EFFORTS AND NOW WE HAVE ADDED THE CITY POOL. 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) 10911 FMV PHILANTHROPIC PURPOSE BARETOOTH CUPBOARDS CC COMM FOOD BANK PO BOX 665 RED LODGE MT 59068 810496066 501(C)(3) 10587 FMV PHILANTHROPIC PURPOSE BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 1666 RED LODGE MT 59068 810484562 501(C)(3) 6267 FMV PHILANTHROPIC PURPOSE BEARTOOTH HUMANE ALLIANCE PO BOX 2333 RED LODGE MT 59068 204513120 501(C)(3) 13870 FMV PHILANTHROPIC PURPOSE BEARTOOTH INDUSTRIES & HOMES 1220 HAGGIN AVE N RED LODGE MT 59068 8645 FMV PHILANTHROPIC PURPOSE BEARTOOTH RECREATIONAL TRAILS PO BOX 1872 RED LODGE MT 59068 270081619 501(C)(3) 6931 FMV PHILANTHROPIC PURPOSE BIGHORN BASIN PALEONTOLOGICAL INSTITUTE PO BOX 672 RED LODGE MT 59068 813350752 501(C)(3) 11053 FMV PHILANTHROPIC PURPOSE BOYS & GIRLS CLUB OF RED LODGE PO BOX 11 RED LODGE MT 59068 810493132 501(C)(3) 45386 FMV PHILANTHROPIC PURPOSE CARBON COUNTY HISTORICAL SOCIETY PO BOX 881 RED LODGE MT 59068 810386302 501(C)(3) 13587 FMV PHILANTHROPIC PURPOSE DOMESTIC & SEXUAL VIOLENCE SERVICES PO BOX 314 RED LODGE MT 59068 202538889 501(C)(3) 32110 FMV PHILANTHROPIC PURPOSE HOME RANCH MONTANA 257 UPPER RED LODGE CREEK RD RED LODGE MT 59068 331055749 501(C)(3) 14345 FMV PHILANTHROPIC PURPOSE MOUNTAIN BLUEBELLS PRESCHOOL 501 NORTH COOPER AVE RED LODGE MT 59068 13973 FMV PHILANTHROPIC PURPOSE OPERATION 2ND CHANCE PO BOX 1303 RED LODGE MT 59068 202624345 501(C)(3) 5149 FMV PHILANTHROPIC PURPOSE RED LODGE AREA FOOD PARTNERSHIP COUNCIL 122 HAUSER AVE S RED LODGE MT 59068 14564 FMV PHILANTHROPIC PURPOSE RED LODGE PUBLIC SCHOOL FOUNDATION PO BOX 1144 RED LODGE MT 59068 331165645 501(C)(3) 7987 FMV PHILANTHROPIC PURPOSE RED LODGE RECYCLING 1220 N HAGGIN AVE RED LODGE MT 59068 501(C)(3) 5286 FMV PHILANTHROPIC PURPOSE RED LODGE RURAL FIRE DISTRICT #7 801 N VILLARD AVE RED LODGE MT 59068 42600 FMV PHILANTHROPIC PURPOSE YELLOWSTONE WILDLIFE SANCTUARY PO BOX 675 RED LODGE MT 59068 810422009 501(C)(3) 22680 FMV PHILANTHROPIC PURPOSE 14 4 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. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES - OTHER: PROGRAM SERVICE EXPENSES 165,124. MANAGEMENT AND GENERAL EXPENSES -13,582. FUNDRAISING EXPENSES 1,270. TOTAL EXPENSES 152,812.