2020-01-15T12:40:01-06:00 2019-02-28 810385940 ANDERSON ZURMUEHLEN & CO PC 1019 EAST MAIN SUITE 201 BOZEMAN MT 59715 990 2018-03-01 475427975 YELLOWSTONE FOREVER YELL 4068482400 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 JOHN WALDA TREASURER 4068482400 2020-01-15 1 BREA N BAUER CPA P00843148 4062194327 2020-01-15 71.92.235.226 2020-01-15 10:27:34 MS P 40E514E4E662EB20CA32715CF9876A8A29A43AD9 DB0EE219E11761737049E49CD6704D64E4D58176 2018 2020-09-23 17:36:50Z JOHN WALDA 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 19069495 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. 15 15 205 92 0 0 10944625 10338399 1672579 1903460 281476 158342 2966773 2796216 15865453 15196417 5613726 5579757 0 0 6417860 7325543 668704 809630 3402896 4797488 5330280 17497778 19045210 -1632325 -3848793 20103031 18487905 1522662 3909521 18580369 14578384 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 7370147 5579757 SUPPORT FOR YELLOWSTONE NATIONAL PARK AND US FOREST SERVICE CASH GRANTS TO SUPPORT SIX INITIATIVES: CULTURAL TREASURES, 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. 3725942 2006719 VISITOR EDUCATION PROGRAMMING: APPROXIMATELY 9,023 VISITORS TO YELLOWSTONE NATIONAL PARK ATTENDED OVER 691 YELLOWSTONE FOREVER EDUCATIONAL PROGRAMS IN NATURAL HISTORY, GEOLOGY, CULTURAL HISTORY, WILDLIFE, ENVIRONMENTAL CONSERVATION AND PRESEVATION FOR A TOTAL OF APPROXIMATELY 144,608 CONTACT HOURS. 3301945 2730223 VISITOR EDUCATION PRODUCT SALES: APPROXIMATLEY 270,000 TRANSACTIONS FROM CUSTOMERS AND VISITORS TO YELLOWSTONE NATIONAL PARK THAT 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 AT BOZEMAN INTERNATIONAL AIRPORT, 1 FOREST STORE AT HEBGEN LAKE GALLATIN NATIONAL FOREST, AND YELLOWSTONE ORG PRODUCTS ARE APPROVED EACH YEAR BY THE NATIONAL PARK SERVICE IN AN ANNUAL SCOPE OF SALE STATEMENT. 14398034 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 1 173 0 1 205 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 DC 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 X X X WENDY STUKER 4068482400 222 EAST MAIN STREET NO 301 BOZEMAN MT 59715 KAY YEAGER CHAIRMAN 5.00 X X 0 0 0 EDNA JOHNSON VICE-CHAIRMAN 5.00 X X 0 0 0 JOHN WALDA TREASURER 5.00 X X 0 0 0 TOM DETMER SECRETARY 5.00 X X 0 0 0 KEVIN BUTT DIRECTOR 1.00 X 0 0 0 JOHN COSTELLO DIRECTOR 1.00 X 0 0 0 ANNIE GRAHAM DIRECTOR 1.00 X 0 0 0 CAROLYN HEPPEL DIRECTOR 1.00 X 0 0 0 CHARLES B KAUFMANN III DIRECTOR 1.00 X 0 0 0 JOE MARUSHACK DIRECTOR 1.00 X 0 0 0 SUSAN ROEDER DIRECTOR 1.00 X 0 0 0 JACQUELINE ROONEY DIRECTOR 1.00 X 0 0 0 BOB ROWE DIRECTOR 1.00 X 0 0 0 DOUG SPENCER DIRECTOR 1.00 X 0 0 0 ELIZABETH WEBB DIRECTOR 1.00 X 0 0 0 HEATHER WHITE PRESIDENT & CEO 60.00 X 303192 0 15027 ROGER KEATON CHIEF FINANCE OFFICER 60.00 X 157538 0 14532 KEN VOORHIS CHIEF OP & ED OFFICER 60.00 X 137698 0 9446 WENDIE CARR CHIEF MARKETING OFFICER 60.00 X 132808 0 19468 THOMAS CLUDERAY GENERAL COUNSEL 60.00 X 158615 0 14588 KELLY HERMAN CHIEF DEVELOPMENT OFFICER 60.00 X 191232 0 17564 MEGAN BOYLE DIRECTOR OF COMMUNICATIONS 60.00 X 110346 0 17588 1191429 0 108213 7 0 1 0 ALPHAGRAPHICS COLOR WORLD OF MONTANA 201 E MENDENHALL ST BOZEMAN MT 59715 PRINTER 369847 ANNE LEWIS STRATEGIES LLC 1140 19TH ST NW SUITE 300 WASHINGTON DC 20036 ONLINE GIVING CONTRACTOR 319128 RWT PRODUCTIONS LLC 8932 ORANGE HUNT LANE ANNANDALE VA 22003 POSTAGE FOR DIRECT MAILINGS 280904 INSIGHT DESIGNS WEB SOLUTIONS INC 2006 BROADWAY SUITE 300 BOULDER CO 80302 TECHNOLOGY CONSULTANT 247707 AVALON CONSULTING GROUP INC 805 15 STREET NW SUITE 700 WASHINGTON DC 20005 DIRECT MAIL CONTRACTOR 247527 15 129252 10209147 341941 10338399 TUITION AND CABIN FEES 611600 1903460 1903460 1903460 127712 127712 1392440 1361810 30630 30630 30630 248801 129252 286067 -37266 -37266 4955423 2225201 2730222 2730222 OTHER REVENUE 900099 103260 103260 103260 15196417 4736942 0 121076 5579757 5579757 471178 307391 56550 107237 5618848 3665670 674367 1278811 214531 139957 25748 48826 521516 340231 62592 118693 499470 325848 59946 113676 43574 17421 2753 23400 86876 34734 5488 46654 809630 809630 3553 1421 224 1908 227589 155185 10837 61567 482196 369794 24509 87893 720775 503242 37554 179979 1954 1954 648737 460211 78003 110523 302175 212028 24075 66072 109324 39003 48414 21907 129587 129587 1040905 817082 86202 137621 138213 118147 10736 9330 COMMUNITY, SUPPORTER, & 551119 519441 8803 22875 INSTITUTE & VOLUNTEER E 349782 349705 22 55 EMPLOYEE DEVELOPMENT, R 232951 154082 27457 51412 PREMIUMS & RECOGNITION 178522 73695 104827 82448 82448 19045210 14398034 1244280 3402896 687865 43995 8 3858418 4354835 144637 104953 0 743455 734736 495024 430334 16733399 6243200 10591985 10490199 3581647 2328845 20103031 18487905 1116690 704482 7170 2669 398802 402370 2800000 1522662 3909521 X 13598276 8394704 2902920 3839567 2079173 2344113 18580369 14578384 20103031 18487905 -3848793 -153192 0 X X 0 1 X 1 0 X 4547482 10944625 10338399 25830506 4547482 10944625 10338399 25830506 25830506 32475 281583 127712 441770 578420 4721557 4985742 10285719 36557995 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2365635 264940 44641 136246 2538970 1986888 222529 210524 46441 7865 2365635 1855065 137584 5410 349 1986890 0.00180 0.92330 0.07490 0 0 2336844 2336844 8294559 2809951 5484608 1716268 1039592 676676 4115224 2352209 1763015 270504 41448 229056 10490199 MONEY MARKET FUNDS 72558 F FIXED-INCOME MUTUAL FUNDS 749683 F EQUITY MUTUAL FUNDS 1506604 F 2328845 15795779 -153192 466487 286067 599362 15196417 0 15196417 19797764 466487 286067 752554 19045210 0 19045210 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 286,067. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 286,067. 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 1525412 405630 1119782 ANNE LEWIS STRATEGIES 650 MASSACHUSETTS AVENUE NW SUITE WASHINGTON DC 20001 CONSULTING SERVICES FOR ELECTRONIC SOLICITATION/COMMUNICATIO 0 470430 187770 282660 CCS CONSULTING 100 MONTGOMERY STREET SUITE 2270 SAN FRANCISCO CA 94101 CONSULT WITH YELLOWSTONE FOREVER ON CAPITAL CAMPAIGN 0 0 105000 -105000 KAVYA VELAGAPUDI HONU LTD PO BOX 27357 OAKLAND CA 94602 PROVIDED CONSULTING SERVICES FOR FOUNDATION GRANTS 0 0 111230 -111230 1995842 809630 1186212 AL AR CA CO DC 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 YELLOWSTONE PLEIN AIR INVITAITONAL 142261 10374 131887 150767 SILVER TIP RANCH 55000 25300 29700 24473 11 180792 93578 87214 110827 378053 129252 248801 286067 286067 -37266 1 NATIONAL PARK SERVICE PO BOX 168 YELLOWSTONE NATIONAL P WY 82190 530197094 170(C)(1) 5574610 FULFILL PARK PRIORITIES US FOREST SERVICE 201 14TH STREET SW YATES BUILDING WASHINGTON DC 20002 929332484 170(C)(1) 5147 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 0 0 0 0 0 0 0 0 0 HEATHER WHITE PRESIDENT & CEO 283942 0 19250 0 0 0 14165 0 862 0 318219 0 0 0 ROGER KEATON CHIEF FINANCE OFFICER 157538 0 0 0 0 0 7958 0 6574 0 172070 0 0 0 WENDIE CARR CHIEF MARKETING OFFICER 132808 0 0 0 0 0 6707 0 12761 0 152276 0 0 0 THOMAS CLUDERAY GENERAL COUNSEL 158615 0 0 0 0 0 8014 0 6574 0 173203 0 0 0 KELLY HERMAN CHIEF DEVELOPMENT OFFICER 191232 0 0 0 0 0 8206 0 9358 0 208796 0 0 0 X 17 554045 FMV AT DATE OF GIFT X EQUIPMENT 6 168243 FAIR MARKET VALUE X GOODS 11 19119 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B YELLOWSTONE FOREVER WORKS CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM, IN-HOUSE GENERAL COUNSEL 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 COMITTEE 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 COMITTEE 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, LINE 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.