2019-10-22T14:33:07-05:00 2018-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2018-01-01 204286919 BILLINGS COMMUNITY FOUNDATION BILL 4068393334 PO BOX 1255 BILLINGS MT 591031255 RALPH SPENCE PRESIDENT 4068393334 2019-10-10 1 DANIEL S MILLER CPA P00031554 4062455136 2019-10-09 71.92.235.236 2019-10-10 10:26:15 MD P 33E74A64068CDC11C9E3A4CDDE8C1BD42A3D8F61 EFEFEAF8C4FC48040C241E4FBCC1DEFB2EF21ECA 2018 2020-03-31 21:24:44Z RALPH SPENCE PO BOX 1255 BILLINGS MT 591031255 2348901 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. 13 13 2 20 0 0 866170 1742585 35701 60771 229796 197562 0 0 1131667 2000918 245746 359270 0 0 22632 51205 0 0 3892 74586 87070 342964 497545 788703 1503373 3891963 4985194 192429 232747 3699534 4752447 X TO ENHANCE THE CAPACITY OF DONORS AND CHARITABLE ORGANIZATIONS TO MEET THE NEEDS OF THE GREATER BILLINGS COMMUNITY. 1 0 185523 122748 26729 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. 20867 34042 THE BILLINGS COMMUNITY FOUNDATION HOSTED ITS ANNUAL GIVING DAY, ALSO KNOWN AS YELLOWSTONE VALLEY GIVES. GIVING DAY IS A 24 HOUR "CROWDFUNDING" EVENT THAT USES 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 THROUGHOUT THE 24 HOUR PERIOD TO GENERATE EXCITEMENT, SIMILAR TO A "TELETHON." 110 NONPROFIT ORGANIZATIONS IN THE GREATER YELLOWSTONE VALLEY REGION OF MONTANA PARTICIPATED IN THE EVENT. 236522 236522 BILLINGS COMMUNITY FOUNDATION SUPPORTS THROUGH FISCAL SPONSORSHIPS COMMUNITY PROJECTS FOR THE YELLOWSTONE REGION INCLUDING THE CONSTRUCTION AND FURNISHING OF A COMMUNITY CENTER FOR THE STUDENTS 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 CULTURAL AND SOCIAL NEEDS WITHIN THE REGION. 442912 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 10 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 PRESIDENT 10.00 X X 0 0 0 OBERT UNDEM EMERITUS 1.00 X 0 0 0 JOY CULVER SECRETARY 8.00 X X 0 0 0 JACK NICKELS VICE PRESIDENT 2.00 X X 0 0 0 DON ROBERTS DIRECTOR 1.00 X 0 0 0 COLLEEN WEAST TREASURER 2.00 X X 0 0 0 TERESA DARNIELLE-MORSE EMERITUS 10.00 X 0 0 0 JIM FOLEY DIRECTOR 2.00 X 0 0 0 LORI BYRON DIRECTOR 2.00 X 0 0 0 BILL MILTON ADVISORY BOARD 1.00 X 0 0 0 KATHRYN MAEHL ADVISORY BOARD 1.00 X 0 0 0 MELANIE SCHWARZ ADVISORY BOARD 1.00 X 0 0 0 LISA PERRY ADVISORY BOARD 1.00 X 0 0 0 DON ALLEN DIRECTOR 1.00 X 0 0 0 ZACK TERAKEDIS ADVISORY BOARD 1.00 X 0 0 0 LISA OLMSTEAD DIRECTOR 5.00 X 0 0 0 BERNARD ROSE DIRECTOR 3.00 X 0 0 0 VAL JEFFRIES DIRECTOR 1.00 X 0 0 0 LAUREN WRIGHT EXECUTIVE DIRECTOR 40.00 X 46458 0 0 46458 0 0 0 0 0 0 0 1742585 110431 1742585 GIVING DAY PROGRAM 813200 34042 34042 ENDOWMENT ADMIN FEES 813200 18589 18589 BPNE 813200 6500 6500 AWARDS DINNER MEALS 813200 1640 1640 60771 73200 73200 472345 347983 124362 124362 124362 2000918 60771 0 197562 359270 359270 46458 18119 25087 3252 627 627 4120 1801 1972 347 1395 1395 18129 4642 13487 20719 20719 3255 3255 4273 622 3651 3600 2160 1440 984 984 3469 1370 2056 43 361 217 144 2129 171 1958 GIVING DAY PROGRAM 20867 20867 BPNE EXPENSES 3360 3360 GRANT AWARDS PROGRAM 3333 3333 DUES 910 660 250 286 286 497545 442912 50741 3892 184432 120925 183149 141811 2550 111300 361 0 110939 3312382 4396969 212000 212000 3891963 4985194 4804 29529 187625 203218 192429 232747 X 64781 134895 1119355 609443 2515398 4008109 3699534 4752447 3891963 4985194 X 1503373 -431871 -18589 X 0 0 0 X 533420 378744 651531 866170 792585 3222450 533420 378744 651531 866170 792585 3222450 786821 2435629 33811 38329 37270 49297 73200 231907 2894 7993 47330 35701 60772 154690 3609047 0.67490 0.71180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 89295 18100 279403 1 1 3524383 1591342 -255419 122748 18589 4718969 2760191 491597 357769 72348 12826 3524383 2126431 604579 113815 79677 4957 2760191 1819341 355863 38329 87102 2126431 1855487 390302 40160 464485 219 1904 1819341 0.00050 0.86760 0.13190 0 0 110000 110000 1300 361 939 110939 FUNDS HELD AS AGENCY ENDOWMENTS 46417 DEFERRED GIFT ANNUITY LIABILITIES 156801 203218 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 MONTANA AUDUBON PO BOX 595 HELENA MT 59624 810412530 501(C)(3) 7534 OPERATIONS & SCHOLARSHIPS JOLIET COMMUNITY CENTER PO BOX 29 JOLIET MT 59041 810531719 501(C)(3) 12991 OPERATIONS STILLWATER HISTORICAL SOCIETY PO BOX 1 COLUMBUS MT 59019 810417011 501(C)(3) 7785 OPERATIONS PLENTY DOORS COMMUNITY DEVELOPMENT CORP PO BOX 1061 CROW AGENCY MT 59022 822045927 501(C)(3) 5000 SIGNAGE AND MARKETING MONTANA RESCUE MISSION 2902 MINNESOTA AVE BILLINGS MT 59101 816013963 501(C)(3) 5000 INTERIOR REMODEL CENTER POLE PO BOX 71 GARRYOWEN MT 59031 208780215 501(C)(3) 10000 CROW INDIAN TRIBE FOOD PROGRAM LITTLE BIG HORN COLLEGE 8645 WEAVER DR CROW AGENCY MT 59022 810331905 501(C)(3) 15000 ACADEMIC DECATHLON & BANQUET UNITY CHURCH OF CHRISTIANITY PO BOX 23397 BILLINGS MT 59104 810427254 501(C)(3) 9000 OPERATIONS WYOLA SCHOOL DISTRICT #29 PO BOX 66 WYOLA MT 59089 816000035 501(C)(3) 19225 NEW PLAYGROUND AND CROW STUDIES SUMMER PROJECTS 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 16 106831 MARKET X IN-KIND 1 3600 FMV 0 1 1 PART I, LINE 32B: RBC WEALTH MANAGEMENT FOR STOCK CONTRIBUTIONS AND ROCKY MOUNTAIN RANCH REALTY FOR REAL ESTATE. FORM 990, PART III, LINE 2 BILLINGS PROJECT FOR NONPROFIT EXCELLENCE. THE BPNE IS A PROGRAM THAT GRANTS FUNDS TO NONPROFITS FOR CAPACITY BUILDING. 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. FORM 990, PART XI, LINE 9: TRANSFER OF FEES FROM TEMPORARILY-RESTRICTED EQUITY FUND -18,589.