YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION INC (EIN 81-0419905)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202631359349308303
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:16:52-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810419905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YELLOWSTONE BOYS AND GIRLS RANCH FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YELL | BusinessNameControlTxt |
| Phone | 4066568772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80807 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES SANDERS | PersonNm |
| Person Title | CFO/VP OF FIANCE | PersonTitleTxt |
| Phone | 4066568772 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM HRITSCO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80807 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,307,900 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YELLOWSTONEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT, PROMOTE, ADVANCE AND ENABLE CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS AND PROGRAMS WHOSE SERVICES PRIMARILY BENEFIT YOUTH AND ADULTS WITH SPECIAL NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,333,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,354,105 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,442,364 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,851,364 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,443,680 | PYOtherRevenueAmt |
| CY Other Revenue | $1,078,967 | CYOtherRevenueAmt |
| PY Total Revenue | $10,219,698 | PYTotalRevenueAmt |
| CY Total Revenue | $11,284,436 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,192,605 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,976,979 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,590,614 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,737,360 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,246,413 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,487,365 | PYOtherExpensesAmt |
| CY Other Expenses | $4,366,732 | CYOtherExpensesAmt |
| PY Total Expenses | $9,270,584 | PYTotalExpensesAmt |
| CY Total Expenses | $10,081,071 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $949,114 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,203,365 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $161,199,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $174,457,342 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,498,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,894,960 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $124,700,376 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,562,382 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF YBGR FOUNDATION IS TO SUPPORT, PROMOTE, ADVANCE AND ENABLE CHARITABLE, RELIGIOUS, AND EDUCATIONAL PROGRAMS BENEFITING YOUTH AND ADULTS WITH SPECIAL NEEDS. WE CHAMPION THE YELLOWSTONE BOYS AND GIRLS RANCH - PROVIDING CRITICAL CARE, TREATMENT, AND EDUCATION SINCE 1957. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,691,749 | ExpenseAmt |
| Grant | $3,691,749 | GrantAmt |
| Desc | PROVIDE FUNDING FOR OPERATION OF YELLOWSTONE BOYS & GIRLS RANCH, INC., WHICH WORKS WITH MORE THAN 650 EMOTIONALLY DISTURBED AND SPECIAL EDUCATION YOUTH BY OFFERING A CONTINUUM OF MENTAL HEALTH CARE AND EDUCATIONAL SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $178,003 | ExpenseAmt |
| Grant | $178,003 | GrantAmt |
| Desc | PROVIDE FUNDING FOR YBGR BUILDING REMODELING AND REPAIRS, MISCELLANEOUS KID NEEDS AND PROGRAMS, SCHOLARSHIPS, YELLOWSTONE ACADEMY CURRICULUM AND OTHER PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $107,227 | ExpenseAmt |
| Grant | $107,227 | GrantAmt |
| Desc | PROVIDE FUNDING FOR SPIRTUAL LIFE PROGRAM AT YELLOWSTONE BOYS AND GIRLS RANCH MEETING THE SPIRTUAL NEEDS OF KIDS IN VARIOUS TREATMENT PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,976,979 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 88 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SANDERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4066568772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 OVERLAND AVE | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STELLA ZIEGLER | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE BRUGGEMAN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICKE PHILLIPS SR | ||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID DELLA CAMERA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TY ELKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TARA ROBERTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HRITSCO | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $187,138 | $0 | $58,349 | |
| CHARLES SANDERS | ||||||
| CFO (FROM OCT) | 40.00 | Yes (X) | $31,578 | $0 | $1,931 | |
| SARA HOFER | ||||||
| CHIEF PLANNED GIVING OFFICER | 40.00 | Yes (X) | $107,550 | $0 | $33,877 | |
| KRISTI FAVOR-OAKS | ||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | Yes (X) | $105,734 | $0 | $1,770 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $432,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,927 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RR DONNELLEY | |||||
| PO BOX 932721 | CLEVELAND | OH | 44193 | DONOR MAILING LISTS & SOLICITATIONS | $1,416,908 |
| ULTRA GRAPHICS LLC | |||||
| PO BOX 81691 | BILLINGS | MT | 59108 | PROMOTIONAL MATERIAL & DONOR COMMUNICATI | $335,159 |
| WIPFLI LLP | |||||
| PO BOX 3160 | MILWAUKEE | WI | 53201 | ACCOUNTING & CONSULTING SERVICES | $277,060 |
| FRANK RECRUITMENT GROUP INC | |||||
| PO BOX 10921 | PALATINE | IL | 60055 | PROJECT IMPLEMENTATION AND EMPLOYEE RECR | $260,063 |
| ORACLE AMERICA INC | |||||
| 15612 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | NETSUITE ACCOUNTING PLATFORM | $105,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,000 | FundraisingAmt |
| All Other Contributions | $7,341,105 | AllOtherContributionsAmt |
| Noncash Contributions | $2,379,514 | NoncashContributionsAmt |
| Total Contributions | $7,354,105 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,855,364 | TotalRevenueColumnAmt |
| Exclusion | $2,855,364 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $925,075 | TotalRevenueColumnAmt |
| Exclusion | $925,075 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800 | TotalRevenueColumnAmt |
| Exclusion | $800 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$4,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,000 | TotalRevenueColumnAmt |
| Exclusion | -$4,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,866 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,464 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,402 | TotalRevenueColumnAmt |
| Exclusion | $11,402 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $141,690 | TotalRevenueColumnAmt |
| Exclusion | $141,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $141,690 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,284,436 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,930,331 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,869,752 | TotalAmt |
| Program Services | $3,869,752 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,227 | TotalAmt |
| Program Services | $107,227 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,758 | TotalAmt |
| Management And General | $478,631 | ManagementAndGeneralAmt |
| Fundraising | $205,127 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,375 | TotalAmt |
| Management And General | $408,672 | ManagementAndGeneralAmt |
| Fundraising | $389,703 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,531 | TotalAmt |
| Management And General | $15,300 | ManagementAndGeneralAmt |
| Fundraising | $21,231 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,271 | TotalAmt |
| Management And General | $80,462 | ManagementAndGeneralAmt |
| Fundraising | $35,809 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,425 | TotalAmt |
| Management And General | $68,061 | ManagementAndGeneralAmt |
| Fundraising | $34,364 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,844 | TotalAmt |
| Management And General | $1,844 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,443 | TotalAmt |
| Management And General | $89,443 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,980 | TotalAmt |
| Management And General | $410,980 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,092 | TotalAmt |
| Management And General | $646,562 | ManagementAndGeneralAmt |
| Fundraising | $16,530 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,354 | TotalAmt |
| Management And General | $40,662 | ManagementAndGeneralAmt |
| Fundraising | $145,692 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,424 | TotalAmt |
| Management And General | $87,171 | ManagementAndGeneralAmt |
| Fundraising | $9,253 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,279 | TotalAmt |
| Management And General | $131,025 | ManagementAndGeneralAmt |
| Fundraising | $45,254 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,842 | TotalAmt |
| Management And General | $84,245 | ManagementAndGeneralAmt |
| Fundraising | $597 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,381 | TotalAmt |
| Management And General | $101,421 | ManagementAndGeneralAmt |
| Fundraising | $15,960 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,961 | TotalAmt |
| Management And General | $7,725 | ManagementAndGeneralAmt |
| Fundraising | $9,236 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,226 | TotalAmt |
| Management And General | $28,226 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,973 | TotalAmt |
| Management And General | $36,897 | ManagementAndGeneralAmt |
| Fundraising | $12,076 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DONOR MAILINGS | $2,291,785 | $2,291,785 | |
| DUES | $8,640 | $4,086 | $4,554 |
| REPAIRS & MAINTENANCE | $94 | $38 | $56 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,414 | TotalAmt |
| Management And General | $135,742 | ManagementAndGeneralAmt |
| Fundraising | $9,672 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,081,071 | TotalAmt |
| Program Services | $3,976,979 | ProgramServicesAmt |
| Management And General | $2,857,679 | ManagementAndGeneralAmt |
| Fundraising | $3,246,413 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$66,242 | BOYAmt |
| EOY | $86,073 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,355 | BOYAmt |
| EOY | $1,052,562 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,731 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $375 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,550 | BOYAmt |
| EOY | $93,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,611,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $683,759 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,008 | BOYAmt |
| EOY | $1,927,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,186,096 | BOYAmt |
| EOY | $117,605,173 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,821,500 | BOYAmt |
| EOY | $51,885,564 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,059,002 | BOYAmt |
| EOY | $1,806,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,199,000 | BOYAmt |
| EOY | $174,457,342 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,275 | BOYAmt |
| EOY | $267,566 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,407,349 | BOYAmt |
| EOY | $39,627,394 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,498,624 | BOYAmt |
| EOY | $39,894,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,188,254 | BOYAmt |
| EOY | $32,481,381 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,512,122 | BOYAmt |
| EOY | $102,081,001 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,700,376 | BOYAmt |
| EOY | $134,562,382 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,199,000 | BOYAmt |
| EOY | $174,457,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,203,365 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,481,848 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$3,141,666 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,681,541 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,049,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,456,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,472,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,333,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,354,105 | CurrentTaxYearAmt |
| Total | $26,666,996 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,049,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,456,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,472,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,333,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,354,105 | CurrentTaxYearAmt |
| Total | $26,666,996 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $26,666,996 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,356,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,115,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,747,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,901,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,781,239 | CurrentTaxYearAmt |
| Total | $20,901,653 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,402 | CurrentTaxYearAmt |
| Total | $11,402 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $203,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,690 | CurrentTaxYearAmt |
| Total | $348,490 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,928,541 | TotalSupportAmt |
| Public Support CY170 | 0.55640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 4 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $21,824 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $37,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,684,541 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,846,959 | BeginningYearBalanceAmt |
| Contributions | $1,992,893 | ContributionsAmt |
| Investment Earnings Or Losses | $10,051,057 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,815,330 | OtherExpendituresAmt |
| Administrative Expenses | $309,530 | AdministrativeExpensesAmt |
| End Year Balance | $101,766,049 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,413,872 | BeginningYearBalanceAmt |
| Contributions | $113,453 | ContributionsAmt |
| Investment Earnings Or Losses | $11,989,431 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,380,422 | OtherExpendituresAmt |
| Administrative Expenses | $289,375 | AdministrativeExpensesAmt |
| End Year Balance | $97,846,959 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,159,478 | BeginningYearBalanceAmt |
| Contributions | $1,559,749 | ContributionsAmt |
| Investment Earnings Or Losses | $8,367,406 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $399,359 | OtherExpendituresAmt |
| Administrative Expenses | $273,402 | AdministrativeExpensesAmt |
| End Year Balance | $89,413,872 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,657,493 | BeginningYearBalanceAmt |
| Contributions | $24,663 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,765,142 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $443,968 | OtherExpendituresAmt |
| Administrative Expenses | $313,568 | AdministrativeExpensesAmt |
| End Year Balance | $80,159,478 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,883,431 | BeginningYearBalanceAmt |
| Contributions | $21,017 | ContributionsAmt |
| Investment Earnings Or Losses | $19,166,109 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,121,006 | OtherExpendituresAmt |
| Administrative Expenses | $292,058 | AdministrativeExpensesAmt |
| End Year Balance | $85,657,493 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12973 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49004 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38022 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $204,976 | OtherCostOrOtherBasisAmt |
| Book Value | $204,976 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,122,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $431,212 | DepreciationAmt |
| Book Value | $1,690,820 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,547 | DepreciationAmt |
| Book Value | $31,631 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,927,427 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS - OTHER | $1,434,304 | C |
| INVESTMENTS - HELD IN TRUST | $47,708,507 | C |
| INVESTMENTS - REAL ESTATE | $2,742,753 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $51,885,564 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST OBLIGATIONS | $33,452,677 |
| OTHER LIABILITIES | $401,412 |
| RESERVES & OTHER LT LIABILITIES | $642,757 |
| ANNUITY OBLIGATIONS | $5,130,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,627,394 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHILI COOKOFF | Event1Nm |
| Gross Receipts Event1 | $43,866 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,866 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $500 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $290 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,989 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $43,866 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,866 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $500 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $290 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,989 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,279 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,587 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| YELLOWSTONE BOYS AND GIRLS RANCH | ||||||||
| 1732 S 72 STREET WEST | BILLINGS | MT | 59106 | 810262019 | 501(C)3 | $3,686,748 | $0 | GENERAL OPERATIONAL SUPPORT |
| YELLOWSTONE ACADEMY | ||||||||
| 1732 S 72 STREET WEST | BILLINGS | MT | 59106 | 810295814 | $178,003 | $0 | SCHOOL SUPPLIES AND UPGRADES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RANCH ALUMNI SCHOLARSHIPS | 2 | $6,000 |
| WILLIAMS SCHOLARSHIP TO SERB NATIONAL FEDERATION | 1 | $36,977 |
| JOHNSON SCHOLARSHIPS TO COLLEGE STUDENTS | 8 | $40,000 |
| DONEY SCHOLARSHIP TO COLLEGE STUDENT | 1 | $2,000 |
| SCHOLARSHIPS TO RANCH STAFF | 9 | $22,250 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES THE RECEIVING ORGANIZATIONS TO SUBMIT REPORTS ON HOW THE GRANT MONEY IS USED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HRITSCO | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $179,083 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $3,055 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $20,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $38,349 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $245,487 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | THE ORGANIZATION ANNUALLY REVIEWS THE PERFORMANCES OF THE EXECUTIVE STAFF AND OTHER STAFF TO DETERMINE IF ADDITIONAL COMPENSATION IN THE FORM OF BONUSES WERE AWARDED BASED ON REVIEW OF EACH INDIVIDUAL'S PERFORMANCE AND BONUSES WILL BE PAID. DURING CALENDAR YEAR ENDING DECEMBER 31, 2024, SERVICES TO THE ORGANIZATION. |
| PART I, LINE 3 | THE COMPENSATION REVIEW COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS NATIONAL, REGIONAL, STATEWIDE AND LOCAL COMPENSATION DATA FOR SIMILAR NFP CEOS/PRESIDENTS AND CFO'S. THEY REVIEW PERFORMANCE INFORMATION REGARDING BOTH THE PRESIDENT AND CFO. THEY ALSO REVIEW THE PRESIDENT'S RECOMMENDATION FOR THE CFO'S COMPENSATION PACKAGE AGAINST AVAILABLE DATA. THEY THEN SET THE COMPENSATION FOR THE CEO/PRESIDENT AND CFO. |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,210 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE OF DONATED | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $496,123 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMP. PROPERTIES | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,839,181 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMP. PROPERTIES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS REPORTING THE TOTAL NUMBER OF DONATED ITEMS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS INITIALLY REVIEWED BY THE AUDIT COMMITTEE OF THE FOUNDATION. ONCE THE 990 IS REVIEWED, THE ENTIRE BOARD WILL BE PROVIDED A COPY OF THE RETURN TO REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, AND EMPLOYEES. THE EXISTENCE OF ANY POTENTIAL OR REAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE EXECUTIVE COMMITTEE AND THE PRESIDENT OF THE FOUNDATION ON A TIMELY BASIS. THE EXECUTIVE COMMITTEE REVIEWS ALL DISCLOSURES BY OFFICERS AND DIRECTORS THAT COULD GIVE RISE TO CONFLICTS. THE PRESIDENT DOES THE SAME FOR ALL DISCLOSURES BY EMPLOYEES WHO ARE NOT OFFICERS. IF CONFLICTS ARE DETERMINED, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE MEETING/DELIBERATIONS AND WILL REFRAIN FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION REVIEW COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS NATION, REGIONAL, STATEWIDE, AND LOCAL COMPENSATION DATA FOR SIMILAR NFP CEOS/PRESIDENTS AND CFO'S. THEY REVIEW PERFORMANCE INFORMATION REGARDING BOTH THE PRESIDENT AND CFO. THEY ALSO REVIEW THE PRESIDENT'S RECOMMENDATION FOR THE CFO'S COMPENSATION PACKAGE AGAINST AVAILABLE DATA. THEY THEN SET THE COMPENSATION FOR THE CEO/PRESIDENT AND CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -1,681,541. |
| FORM 990, PART XII, LINE 3B: | THE AUDIT OF YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION IS IN PROCESS, BUT WAS NOT YET COMPLETE BY THE DATE THIS FORM 990 WAS FILED WITH THE IRS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YELLOWSTONE FOUNDATION PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 OVERLAND AVE | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810419905 | EIN |
| Primary Activities | HOLD PROPERTY GIVEN/ACQUIRED BY THE FOUNDATION UNTIL SALE | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Total Income | -$375 | TotalIncomeAmt |
| End Of Year Assets | $1,981,973 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION | BusinessNameLine1Txt |