2019-11-15T13:52:36-06:00 2018-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2018-01-01 200192255 RED LODGE AREA COMMUNITY FOUNDATION REDL 4064462820 PO BOX 1871 RED LODGE MT 59068 MARTHA BROWN BOARD CHAIR 4064462820 2019-11-13 1 DANIEL S MILLER CPA P00031554 4062455136 2019-11-13 71.92.235.244 2019-11-13 15:38:17 MS P 33E74A64068CDC11C9E3A4CDDE8C1BD42A3D8F61 6EDD54C3CBD19598356FBB7C643DD48FD7FC6E04 2018 2020-03-31 21:24:44Z MARTHA BROWN PO BOX 1871 RED LODGE MT 59068 1315623 0 X WWW.RLACF.ORG X 2003 MT 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. OUR MOST SIGNIFICANT ACTIVITIES ARE GRANTS TO 61 CHARITIES THROUGH THE FUN RUN FOR CHARITIES, BUILDING WORKFORCE HOUSING, CREATING A COUNTY WIDE TRANSPORTATION PLAN, FUNDING FOR FAMILIES FOR EARLY CHILDHOOD OPPORTUNITIES, AND REPURPOSING THE OLD ROOSEVELT SCHOOL INTO AN ARTS, CULTURE AND CONFERENCE CENTER. IN 2018, VOLUNTEERS PROVIDED 7,529 HOURS TO SUPPORT COMMUNITY INITIATIVES, SAVING THE FOUNDATION AN ESTIMATED $70K IN STAFFING DOLLARS. 16 16 30 224 4982 3982 1267754 1153264 80642 87359 5847 3963 17694 37806 1371937 1282392 586960 598483 0 0 242842 327820 0 0 24920 269983 340278 1099785 1266581 272152 15811 1754288 1915241 66526 217984 1687762 1697257 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 171089 11700 16104 THE ROOSEVELT CENTER IS OUR LARGEST CAPITAL PROJECT. IN 2018 THE CENTER HOSTED MANY COMMUNITY EVENTS, INCLUDING PLAYS, MUSICAL PERFORMANCES AND ART SHOWS. WE ARE WORKING TO TRANSFORM THE OUTDOOR SPACE INTO A COMMUNITY GREEN SPACE FEATURING WALKWAYS, BENCHES AND AREAS FOR GROUPS TO GATHER, SCULPTURES, LANDSCAPING WITH NATIVE PLANTS. IT WILL BE A PLACE WHERE PEOPLE CAN MEET THEIR FRIENDS, ENJOY A PICNIC, LEARN ABOUT OUR AREA, OR JUST SIT AND BREATH IN THE MOUNTAIN AIR. IN 2018, THERE WERE 108 DAYS OF USAGE BY 42 DIFFERENT GROUPS. THERE ARE 11 LONG TERM TENANTS. VOLUNTEERS PROVIDED 760 VOLUNTEER HOURS TO IMPROVE THE BUILDING. A NEW HEATING SYSTEM WAS INSTALLED ON THE 1920'S SIDE OF THE BUILDING. PARTNERED WITH THE CARBON COUNTY ARTS GUILD TO PROVIDE A SATELLITE GALLERY. THE RED LODGE AREA COMMUNITY FOUNDATION ACTS AS A FISCAL SPONSOR FOR SMALL, GRASS ROOTS, COMMUNITY BENEFIT ACTIVITIES. THESE SMALL 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. ONE OF OUR NEW FISCAL SPONSORSHIPS CAME TOGETHER QUICKLY, WITH THE ANNOUNCEMENT OF THE CLOSURE OF THE ONLY RECYCLING CENTER, WHICH EMPLOYS PEOPLE WITH SPECIAL NEEDS. IN 2018, THE COMMUNITY BENEFITS PROVIDED BY THESE ACTIVITIES WERE THE FOLLOWING: 367415 218189 32471 THE RED LODGE AREA COMMUNITY FOUNDATION FOCUSED ON BUILDING A RESILIENT COMMUNITY PROGRAM AND INCLUDES A UNIQUE PARTNERSHIP WITH SALVATION ARMY, RAISING $6,785.16 FOR THOSE IN NEED IN CARBON COUNTY. CARBON COUNTY CONNECT, AN ONLINE RESOURCE DIRECTORY, DISTRIBUTED 1,000 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. FURTHER DEVELOPED WORKFORCE HOUSING BY CREATING A LAND TRUST APPROACH THAT WILL KEEP THE HOMES AFFORDABLE WELL AFTER ITS FIRST FAMILY. WORKED ALONGSIDE THE COUNTY COMMISSIONERS TO EARN AARP'S AGE FRIENDLY DESIGNATION, THE SECOND IN THE STATE OF MONTANA. PROVIDED SUICIDE PREVENTION TRAINING FOR 161 HIGH SCHOOL STUDENTS, 35 PEOPLE IN THE GENERAL PUBLIC AND STAFF AT BEARTOOTH BILLINGS CLINIC. GRANTED $90,146.00 TO THE LOCAL PARA MEDICINE PROGRAM, A DIVISION OF THE RED LODGE FIRE RESCUE. THE COMMUNITY CARE TEAM IS A COMBINED RESULT OF EFFORTS TO FOCUS ON DEVELOPING A HEALTHY, RESILIENT COMMUNITY WITH A FOCUS ON AN INITIAL APPROACH 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 20 LOW INCOME HOMES WITH FREE FIREWOOD, GRANTED $11K TO SENIORS WITH EPISODIC, EMERGENCY NEEDS, TO SUPPORT AGING IN LACE OF CHOICE. 545553 342780 46098 THE RED LODGE AREA COMMUNITY FOUNDATION SUPPORTS THRIVING NONPROFITS THROUGH A VARIETY OF PROGRAMS INCLUDING THE ANNUAL FUN RUN FOR CHARITIES. 61 CHARITABLE ORGANIZATIONS BENEFITED FROM THE $290,346 IN GRANTS FROM THE FUN RUN, TO FURTHER THEIR INDIVIDUAL MISSION IMPACTS INTO THE COUNTY. WE HAVE GRANTED $2.7 MILLION IN 15 YEARS. WE GRANTED $8,640 TO 14 LOCAL CHARITIES DEDICATED TO IMPROVING EDUCATIONAL OPPORTUNITIES, SHAPING OUTDOOR ENVIRONMENTS, AND ELIMINATING POVERTY. WE PROVIDE ACCESS TO THE NONPROFIT SHARED SERVICES CENTER THAT PROVIDED SPACE FOR 362 MEETINGS FOR CHARITABLE EFFORTS TO MEET, PLAN AND TRAIN. THE CENTER SHARED COMMON EVENT EQUIPMENT 19 TIMES TO REDUCE THE AMOUNT OF EQUIPMENT NEEDED AS A COMMUNITY, DEDICATED TO SUCH ENDEAVORS. WE SHARED OUR BULK MAIL PERMIT 12 TIMES TO ELIMINATE OVERHEAD OF NONPROFITS. 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. 85103 25814 7521 THE FOUNDATION FOCUSES ON CONNECTING YOUTH THROUGH A VARIETY OF PROGRAMS INCLUDING THE FUTURE OF MONTANA VOLUNTEER CORPS WHICH STIMULATE 2,475 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 800 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 $11,000 TO 12 FAMILIES. WE GRANTED $2,755 TO 18 AREA YOUTH TO PARTICIPATE IN ACTIVITIES THEY COULDN'T OTHERWISE AFFORD, THROUGH THE YOUTH ENRICHMENT FUND. IN PARTNERSHIP WITH THE CITY OF RED LODGE, WE CREATED THE FIRST $25K PERMANENT ENDOWMENT FUND FOR THE CITY POOL. SPONSORED IMAGINATION LIBRARY AND MAILED FREE BOOKS TO 87 CHILDREN ACROSS THE COUNTY MONTHLY. IMPLEMENTED A HIGH SCHOOL MENTAL HEALTH SERIES. PROVIDED SIX HIGH SCHOOL STUDENTS WITH PAID SUMMER INTERNSHIPS, EXPOSING THEM TO POTENTIAL CAREER PATHS. 85103 25814 7521 1169160 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 13 0 1 30 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 MERVIN COLEMAN VICE CHAIRMAN 1.00 X X 0 0 0 MARK SCHUBERT TREASURER 2.00 X X 0 0 0 LYLE ZIMMERMAN DIRECTOR 1.00 X 0 0 0 WILLIAM FOISY DIRECTOR 2.00 X 0 0 0 JO ANN EDER DIRECTOR 4.00 X 0 0 0 KATHLEEN DELAHANTY DIRECTOR 2.00 X 0 0 0 JOHN WALSH DIRECTOR 1.00 X 0 0 0 ALAN SCHUYLER DIRECTOR 1.00 X 0 0 0 MARTHA BROWN BOARD CHAIR 2.00 X X 0 0 0 TRAVIS BURDICK DIRECTOR 1.00 X 0 0 0 LIBBY JOHNSON SECRETARY 1.00 X X 0 0 0 ERIN OLEY DIRECTOR 1.00 X 0 0 0 STEVE HANSON DIRECTOR 1.00 X 0 0 0 ANDY SIMPSON DIRECTOR 1.00 X 0 0 0 GREG BURFEIND DIRECTOR 1.00 X 0 0 0 DON REDFOOT DIRECTOR 1.00 X 0 0 0 TRACY TIMMONS EXECUTIVE DIRECTOR 40.00 X 69207 0 0 69207 0 0 0 0 0 0 0 11939 10521 1130804 21766 1153264 FEES 900099 47445 47445 AFFILIATED ORGANIZATIO 900099 34025 34025 BACK OFFICE SERVICES 900099 3409 3409 MORTGAGE PENALTY 900099 2480 2480 87359 5661 5661 33900 13231 20669 20669 4982 15687 926 17376 0 20000 926 -2624 -1698 -1698 17137 17137 17137 1282392 104496 4982 19650 598483 598483 69207 69207 235042 178021 49148 7873 276 182 47 47 23295 18941 3752 602 16733 16431 295 7 79962 77593 1149 1220 16126 13031 1310 1785 23956 17913 3041 3002 8495 5398 2539 558 24779 23384 886 509 3194 2182 835 177 10588 3816 5517 1255 750 750 23948 23948 29036 26951 1013 1072 FUN RUN EXPENSES 48067 47981 43 43 PRINTING AND PUBLICATIO 22362 15243 852 6267 MEALS 16309 13861 2305 143 AMORTIZATION EXPENSE 9682 9682 6291 6162 -231 360 1266581 1169160 72501 24920 376019 329572 121248 97490 1300 3000 164411 162125 2309 2309 1045203 108072 688038 937131 85 85 400878 383529 1754288 1915241 64413 115643 100000 2113 2341 66526 217984 X 0 0 0 0 1687762 1697257 1687762 1697257 1754288 1915241 15811 -6422 2154 -2048 0 X 0 0 0 X 585048 644722 916236 1267754 1153264 4567024 64178 79074 29206 91953 103046 367457 649226 723796 945442 1359707 1256310 4934481 30630 144593 125225 239337 264412 804197 0 30630 144593 125225 239337 264412 804197 4130284 19683 5839 10747 5550 3963 45782 19683 5839 10747 5550 3963 45782 6382 17137 23519 668909 729635 956189 1371639 1277410 5003782 0.82540 0.82950 0.00910 0.01300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 14394 14685 8154 1 1 46945 32463 -4684 2055 929 71740 42375 7070 2043 457 46945 44170 693 2046 442 42375 45601 1004 1973 462 44170 45234 2543 1717 459 45601 1.00000 1 0 115661 115661 537812 61382 476430 131300 46690 84610 260430 260430 937131 SWEAT EQUITY MORTGAGES 311789 ENDOWMENT FUND - MT COM FDNTN 71740 383529 PAYROLL LIABILITIES 2341 2341 PART V, LINE 4: OUR ENDOWMENT FUNDS CAPTURES COMMUNITY ASSETS THAT MIGHT OTHERWISE BE LOST AND KEEP THEM IN OUR COMMUNITY. EARNINGS FROM THE ENDOWMENT FUNDS 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 WILDERNESS FOUNDATION PO BOX 392 RED LODGE MT 59068 320320146 501(C)(3) 21247 FMV EDUCATION AND TRAIL MAINTENANCE BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 1666 RED LODGE MT 59068 810484562 501(C)(3) 5121 FMV HEALTHCARE BEARTOOTH CUPBOARDS CARBON COUNTY COMMUNITY FOOD BANK PO BOX 665 RED LODGE MT 59068 810496066 501(C)(3) 8335 FMV SUPPORT FOR FOOD BANK BEARTOOTH RECREATIONAL TRAILS PO BOX 1872 RED LODGE MT 59068 270081619 501(C)(3) 5445 FMV TRAILS BOYS AND GIRLS CLUB OF RED LODGE PO BOX 11 RED LODGE MT 59068 810493132 501(C)(3) 17190 FMV PROVIDE A SAFE PLACE FOR YOUTH BUSES OF YELLOWSTONE PRESERVATION TRUST PO BOX 1522 RED LODGE MT 59068 272356270 501(C)(3) 50798 FMV HISTORICAL RESTORATION AND BUS TOURS CARBON COUNTY HISTORICAL SOCIETY PO BOX 881 RED LODGE MT 59068 810386302 501(C)(3) 14644 FMV COMMUNITY HISTORY PAST TO PRESENT DOMESTIC AND SEXUAL VIOLENCE SERVICES PO BOX 314 RED LODGE MT 59068 202538889 501(C)(3) 51491 FMV END DOMESTIC AND SEXUAL VIOLENCE HOPE RANCH OF MONTANA 257 UPPER RED LODGE CREEK RD RED LODGE MT 59068 331055749 501(C)(3) 11940 FMV YOUTH DEVELOPMENT OPERATION SECOND CHANCE PO BOX 1303 RED LODGE MT 59068 202624345 501(C)(3) 9076 FMV SUPPORTING WOUNDED VETERANS YELLOWSTONE WILDLIFE SANCTUARY PO BOX 675 RED LODGE MT 59068 810422009 501(C)(3) 27417 FMV CARE FOR INJURED ANIMALS BEARTOOTH HUMANE ALLIANCE PO BOX 2333 RED LODGE MT 59068 204513120 501(C)(3) 7255 FMV CARE OF ANIMALS RED LODGE RURAL FIRE DISTRICT 801 N VILLARD AVE RED LODGE MT 59068 212500 FMV FIRE PROTECTION 12 1 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.