2018-11-15T17:13:38-06:00 2017-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990 2017-01-01 204286919 BILLINGS COMMUNITY FOUNDATION BILL 4068393334 PO BOX 1255 BILLINGS MT 591031255 JOY CULVER OFFICER 4068393334 2018-11-15 1 DANIEL S MILLER CPA P00031554 4062455136 2018-11-15 71.92.235.230 2018-11-15 14:19:04 MS P 9ED27FB4286B2FBA037CB7A1ADB3138DD167697F 1214AAEAA5B6572C35D506F568D8C8658F79790B 2017 2019-02-21 02:37:17Z JOY CULVER PO BOX 1255 BILLINGS MT 591031255 2278162 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. 12 12 2 0 0 0 651531 866170 47330 35701 43743 229796 0 0 742604 1131667 80180 245746 0 0 3676 22632 0 0 1519 72144 74586 156000 342964 586604 788703 2909707 3891963 131320 192429 2778387 3699534 TO ENHANCE THE CAPACITY OF DONORS AND CHARITABLE ORGANIZATIONS TO MEET THE NEEDS OF THE GREATER BILLINGS COMMUNITY. 0 0 117207 72919 13246 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. 22014 22455 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." 82 NONPROFIT ORGANIZATIONS IN THE GREATER BILLINGS, MT AREA PARTICIPATED IN THE EVENT. 172827 172827 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. 312048 1 1 0 0 0 1 0 0 0 1 0 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 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 X 12 12 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 TERESA DARNIELLE-MORSE PRESIDENT 10.00 X X 0 0 0 OBERT UNDEM VP, PLANNED GIVING 3.00 X X 0 0 0 DON ROBERTS SECRETARY 3.00 X X 0 0 0 VAL JEFFRIES VICE PRESIDENT 3.00 X X 0 0 0 RALPH SPENCE DIRECTOR 6.00 X 0 0 0 DON ALLEN TREASURER 2.00 X 0 0 0 JOY CULVER DIRECTOR 2.00 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 JACK NICKELS DIRECTOR 2.00 X 0 0 0 ZACK TERAKEDIS ADVISORY BOARD 1.00 X 0 0 0 COLLEEN WEAST DIRECTOR 3.00 X 0 0 0 BERNARD ROSE DIRECTOR 3.00 X 0 0 0 LAUREN WRIGHT EXECUTIVE DIRECTOR 40.00 X 12625 0 0 12625 0 0 0 0 0 0 0 866170 135153 866170 GIVING DAY PROGRAM 813200 22455 22455 ENDOWMENT ADMIN FEES 813200 12826 12826 AWARDS DINNER MEALS 813200 420 420 35701 49297 49297 1326994 1146495 180499 180499 180499 1131667 35701 0 229796 245746 245746 12625 4924 6817 884 8091 3177 4476 438 1916 749 1045 122 18394 7107 11287 17293 17293 1499 1499 3679 1134 2545 1892 923 969 261 261 2439 2347 92 1529 500 1029 GIVING DAY PROGRAM 22089 22014 75 GRANT AWARDS PROGRAM 4229 4229 MISCELLANEOUS 983 983 DUES 240 145 95 59 59 342964 312048 29397 1519 61246 184432 81472 183149 6006 792 2548191 3312382 212000 212000 2909707 3891963 131320 4804 0 187625 131320 192429 X 49789 64781 534462 1119355 2194136 2515398 2778387 3699534 2909707 3891963 X 788703 145273 -12829 X 0 0 0 X 385025 533420 378744 651531 866170 2814890 385025 533420 378744 651531 866170 2814890 603299 2211591 37103 33811 38329 37270 49297 195810 2481 2894 7993 47330 35701 96399 3107099 0.71180 0.67180 X 6 83093 12500 228534 1 1 2760191 491597 357769 72348 12826 3524383 2126431 604579 113815 79677 4957 2760191 1819341 355863 38329 87102 2126431 1855487 390302 40160 464485 219 1904 1819341 1440786 355543 93474 34316 1855487 0.00070 0.69160 0.30770 0 0 0 DONATED TOWNHOUSE LAUREL MT, RENTED THRU MGMT CO IS HELD FOR SALE 212000 212000 FUNDS HELD AS AGENCY ENDOWMENTS 30284 DEFERRED GIFT ANNUITY LIABILITIES 157341 187625 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) 6692 OPERATIONS PART I, LINE 2: ALL GRANT RECIPIENTS ARE ASKED TO SEND BILLINGS COMMUNITY FOUNDATION A REPORT WITHIN ONE YEAR OF THE GRANT AWARD REPORTING THE USE OF THE FUNDS DISBURSED TO THEM. X 15 133107 MARKET X IN-KIND 2 2046 FMV 0 0 0 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 -12,829.