2017-10-25T07:00:31-05:00 2017-02-28 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990 2016-03-01 475427975 YELLOWSTONE FOREVER YELL 4065866303 222 East Main Street No 301 Bozeman MT 59715 HEATHER WHITE PRESIDENT AND CEO 4065866303 2017-10-03 1 JOAN S MCMAHON P00966494 4157834000 167.219.0.140 2017-10-03 14:02:19 PD P C6E5CD580E89385800DC8BC497F3D886312ED2CE AE78222242DCDF53E8C3E5A70C0CAEEDDD875338 2016 2021-01-29 14:40:06Z HEATHER WHITE 222 East Main Street No 301 Bozeman MT 59715 5564458 0 X www.yellowstone.org X 2015 MT PROVIDE GRANTS AND IN-KIND SUPPORT TO YELLOWSTONE NATIONAL PARK through philanthropic and educational initiatives. 24 23 117 27 0 0 0 4547482 0 402860 0 32475 0 321477 0 5304294 0 2030737 0 0 0 2040979 0 104794 740893 0 1508107 0 5684617 0 -380323 0 21845444 0 1651027 0 20194417 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. 0 0 2714828 2009646 1988608 SUPPORT FOR YELLOWSTONE NATIONAL PARK: CASH GRANTS SUPPORT SIX INITIATIVES: CULTURAL TREASURES, GREENEST PARK, RANGER HERITAGE, TOMORROW'S STEWARDS, VISITOR EXPERIENCE AND WILDLIFE. IN 2016, GRANTS WERE SPENT ON THE YELLOWSTONE YOUTH CAMPUS,CANYON OVERLOOKS AND THE ROOSEVELT ARCH RESTORATION, WILDLIFE RESEARCH, RANGER PROJECTS, EDUCATIONAL PROGRAMS, AND VARIOUS GREENEST PARK PROJECTS. IN ADDITION, GRANTS SUPPORTED STAFFING AND ADMINISTRATIVE EXPENSES FOR MANAGING THE COORDINATION OF PARK GRANTS AND PROGRAMS. 809521 0 385389 VISITOR EXPERIENCE: APPROXIMATELY 999 VISITORS TO YELLOWSTONE NATIONAL PARK ATTENDED OVER 75 EDUCATIONAL PROGRAMS IN NATURAL HISTORY, GEOLOGY, CULTURAL HISTORY, WILDLIFE, ENVIRONMENTAL CONSERVATION AND PRESERVATION FOR A TOTAL OF APPROXIMATELY 73,063 CONTACT HOURS. 917537 0 578420 VISITOR EDUCATION: Sales of approximately 26,393 educational and interpretive books, maps, DVDs, games, and other items to Yellowstone's visitors, that foster a deeper understanding, appreciation, and enjoyment of Yellowstone and its surrounding ecosystem, at 10 Park Stores in Yellowstone National Park, 1 Park Store at Gallatin Airport in Bozeman, MT and via the internet, mail order and wholesale. Products are approved each year by the National Park Service in an annual scope of sales statement. 147617 21091 0 147617 21091 4589503 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 141 0 1 117 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 0 0 1 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 VA WV WI X X X ROGER W KEATON 4065866303 222 EAST MAIN STREET SUITE 301 BOZEMAN MT 59715 HEATHER WHITE PRESIDENT AND CEO 25.00 25.00 X X 61975 90883 12022 KAY YEAGER BOARD CHAIR 1.00 0.00 X X 0 0 0 LOU LANWERMEYER BOARD VICE-CHAIR 1.00 0.00 X X 0 0 0 JOHN WALDA BOARD SECRETARY 1.00 0.00 X X 0 0 0 ROBERT SHOPNECK BOARD TREASURER 1.00 0.00 X X 0 0 0 KAREN KRESS THRU 062016 CO-PRESIDENT 10.00 40.00 X X 0 96160 6255 JEFF BROWN THRU 072016 CO-PRESIDENT 1.00 40.00 X X 110493 0 10304 CAROLYN HEPPEL BOARD MEMBER 1.00 0.00 X 0 0 0 CHARLIE KAUFMAN BOARD MEMBER 1.00 0.00 X 0 0 0 CLAIRE CAMPBELL BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID DONOVAN BOARD MEMBER 1.00 0.00 X 0 0 0 EDNA JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 GALE DAVIS BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN COSTELLO BOARD MEMBER 1.00 0.00 X 0 0 0 KATIE CATTANACH THRU 062016 BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN BUTT BOARD MEMBER 1.00 0.00 X 0 0 0 LAUREL GRAHAM BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL CAMPBELL BOARD MEMBER 1.00 0.00 X 0 0 0 PATTY CAROCCI BOARD MEMBER 1.00 0.00 X 0 0 0 PENNEY COX HUBBARD BOARD MEMBER 1.00 0.00 X 0 0 0 TOM DETMER BOARD MEMBER 1.00 0.00 X 0 0 0 JACKIE ROONEY FROM 022017 BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD SEVERANCE BOARD MEMBER 1.00 0.00 X 0 0 0 ALAN SHAW THRU 022017 BOARD MEMBER 1.00 0.00 X 0 0 0 MAT MILLENBACH THRU 022017 BOARD MEMBER 1.00 0.00 X 0 0 0 BRYAN MORGAN BOARD MEMBER 1.00 0.00 X 0 0 0 DAN MANNING BOARD MEMBER 1.00 0.00 X 0 0 0 Joe Marushack BOARD MEMBER 1.00 0.00 X 0 0 0 Rob Mathias BOARD MEMBER 1.00 0.00 X 0 0 0 DOUG SPENCER BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF AUGUSTIN DIRECTOR OF FINANCE & ADMIN 25.00 25.00 X 26780 85961 16928 ROGER KEATON VICE PRESIDENT OF FINANCE 25.00 25.00 X 29626 86298 14762 KEN VOORHIS CHIEF OPERATIONS & EDUCATION OFFICER 25.00 25.00 X 33985 68092 13654 262859 427394 73925 1 0 1 0 HENNEBERRY EDDY ARCHITECTS 921 SW WASHINGTON STREET SUITE 250 PORTLAND OR 97205 ARCHITECTURAL SERVICES 906413 OTAK ARCHITECTS 808 SW 3RD AVENUE SUITE 300 PORTLAND OR 97204 ARCHITECTURAL SERVICES 332096 ALPHAGRAPHICS OF BOZEMAN PO BOX 1088 BOZEMAN MT 597711088 PRINTING SERVICES 142665 PREMIUM WORKS LLC 23520 FDR BOULEVARD UNIT 409 CALIFORNIA MD 20619 MAILING SERVICES 121824 4 4547482 216 4547482 TUITION AND CABIN FEES 611600 385389 385389 PROGRAM HOUSING INCOME 511190 17471 17471 402860 32475 32475 578420 260164 318256 318256 OTHER REVENUE 900099 3221 3221 3221 5304294 721116 0 35696 2030737 2030737 152366 114274 15237 22855 1815613 1336080 193987 285546 14139 10420 1503 2216 42187 31092 4485 6610 16674 12289 1772 2613 16770 8098 6735 1937 112833 38551 57692 16590 104794 104794 64190 47742 3831 12617 195282 3448 14597 177237 88150 53950 13253 20947 141373 112220 5346 23807 1355 1355 173493 151853 6818 14822 74853 52770 5079 17004 66991 38463 16395 12133 206809 192688 1010 13111 45552 39226 4493 1833 PARK STORE MERCHANDISE 101627 101627 VOLUNTEER PROGRAMMING 91064 91064 VISITOR ENGAGEMENT 79095 79095 EMPLOYEE DEVELOPMENT 48670 42461 1988 4221 5684617 4589503 354221 740893 1298121 0 2922021 110280 0 0 0 806736 514290 14938584 4444921 0 10493663 0 0 5700333 0 0 0 21845444 1159006 87468 404553 0 0 0 0 0 0 0 1651027 X 13859792 4479386 1855239 0 20194417 0 21845444 X -380323 20574740 X 0 1 X 1 0 X 4547482 4547482 4547482 4547482 1650818 2896664 32475 32475 578420 578420 5158377 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1936587 56147 -5410 0 -436 1986888 0.02370 0.04350 0.93280 0 0 2336844 2336844 8235539 2161977 6073562 1231750 801591 430159 2128116 1457674 670442 1006335 23679 982656 10493663 MONEY MARKET FUNDS 263424 F US TREASURY OBLIGATIONS 163251 F US GOVERNMENT AGENCY BONDS 53604 F CORPORATE & FOREIGN BONDS 185488 F ST BOND MUTUAL FUNDS 2290333 F FIXED-INCOME MUTUAL FUNDS 1111351 F EQUITY MUTUAL FUNDS 1632882 F 5700333 X X X X X X X 1 NEW RIVER COMMUNICATIONS 2977 WEST BROWARD BOULEVARD FORT LAUDERDALE FL 33312 DIRECT MAIL 0 2761973 104794 2657179 2761973 104794 2657179 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 WV WI 1 US FOREST SERVICE 10 EAST BABCOCK STREET BOZEMAN MT 59715 170(C)(1) 21091 FULFILL USFS PRIORITIES NATIONAL PARK SERVICE PO BOX 168 YELLOWSTONE NATIONAL P WY 82190 530197094 170(C)(1) 2009646 FULFILL PARK PRIORITIES 2 Part I, Line 2: YELLOWSTONE FOREVER MONITORS THE USE OF FUNDS BY THE GOVERNMENT THROUGH A HIGHLY REGULATED ANNUAL GRANT REQUEST PROCESS THAT IS REVIEWED AND APPROVED BY YELLOWSTONE FOREVER'S BOARD OF DIRECTORS. THE REQUISITION REQUEST FOR DISBURSEMENT OF FUNDS REQUIRES REVIEW AND APPROVAL BY MULTIPLE LEVELS OF THE NATIONAL PARK SERVICE. THE VICE PRESIDENT OF FINANCE OF YELLOWSTONE FOREVER REVIEWS EACH APPROVED REQUISITION FOR VERIFICATION THAT EACH EXPENDITURE COMPLIES WITH YELLOWSTONE FOREVER'S MISSION AND NPS RULES AND GUIDELINES PRIOR TO THE DISBURSEMENT OF ANY FUNDS. X X X X X X 0 0 0 0 0 0 0 0 0 HEATHER WHITE PRESIDENT AND CEO 61975 90883 0 0 0 0 8490 3532 0 0 70465 94415 0 0 Form 990, Part VI, Section A, line 4 DURING THE CURRENT YEAR, YELLOWSTONE FOREVER IMPLEMENTED THE MERGER WITH YELLOWSTONE ASSOCIATION INC AND YELLOWSTONE PARK FOUNDATION. THIS MERGER WAS EXECUTED ON OCTOBER 2, 2016. THE ORGANIZATIONAL DOCUMENTS WERE MODIFIED TO REFLECT THE MERGER. 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. THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING THE FORM 990 PRIOR TO FILING. THE FINAL RETURN IS ALSO PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE RETURN. 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 COMMITTEE 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 COMMITTEE 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, PAYSCALE'S, 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 XI, line 9: MERGER APPROPRIATION 20,574,740. YELLOWSTONE PARK FOUNDATION 222 EAST MAIN STREET SUITE 301 BOZEMAN MT 59715 830311166 PHILANTHROPY MT 501(c)(3) Line 10 0 YELLOWSTONE ASSOCIATION INC 222 EAST MAIN STREET SUITE 301 BOZEMAN MT 59030 030374417 EDUCATION WY 501(c)(3) Line 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1