Red Lodge Area Community Foundation is located in Red Lodge, MT. The organization was established in 2006. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Red Lodge Area Community Foundation employed 41 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Red Lodge Area Community Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Red Lodge Area Community Foundation generated $2.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.6% each year. All expenses for the organization totaled $2.1m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Red Lodge Area Community Foundation has awarded 138 individual grants totaling $2,571,728. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
OUR OUTCOMES IN 2020 CLEARLY ILLUSTRATE THAT THE FOUNDATION PROVIDES BOTH LONG TERM PROGRAMMING AND RESPONDS TO EMERGENT "GAP" OPPORTUNITIES SIMULTANEOUSLY. REQUESTS FOR EARLY CHILDHOOD FINANCIAL SUPPORT DOUBLED, 38 FAMILIES APPLIED FOR AFFORDABLE HOUSING, AND THE HISTORIC ROOSEVELT CENTER REACHED 100% OF AVAILABLE TENANT SPACES OCCUPIED. WE GRANTED A TOTAL OF $691,278.76 TO COMMUNITY PROJECTS. OUR MOST SIGNIFICANT ACTIVITIES INCLUDE GRANTS TO 61 CHARITIES THROUGH THE FUN RUN FOR CHARITIES, RAISING $3.2 MILLION FOR THESE CHARITIES IN 17 YEARS. THREE FAMILIES WERE APPROVED FOR AND BROKE GROUND ON THEIR SELF- BUILT AFFORDABLE HOMES THROUGH OUR PARTNERSHIPS WITH HELENA HABITAT FOR HUMANITY AND MONTANA LAND TRUST, WE PREPARED TO LAUNCH THE FIRST COUNTY WIDE TRANSPORTATION SYSTEM, AND PROGRESSED IN THE REPURPOSING THE OLD ROOSEVELT SCHOOL INTO AN ARTS, CULTURE, EDUCATIONAL AND CONFERENCE CENTER. IN 2020, 357 VOLUNTEERS PROVIDED 7,529 HOURS TO SUPPORT COMMUNITY INITIATIVES, SAVING THE FOUN
Describe the Organization's Program Activity:
Part 3 - Line 4a
WE ASSIST IN DEVELOPMENT OF A THRIVING NONPROFIT SECTOR BY CONNECTING ORGANIZATIONS OF ALL CAPACITIES TO EDUCATION, TECHNOLOGY, PROFESSIONAL SERVICES, FINANCIAL ASSISTANCE, AND VOLUNTEERS. THE RED LODGE AREA COMMUNITY FOUNDATION SUPPORTS THRIVING NONPROFITS THROUGH A VARIETY OF PROGRAMS INCLUDING THE ANNUAL FUN RUN FOR CHARITIES. 318 PEOPLE VOLUNTEERED 1,443 HOURS, VALUED AT $36,413.20. THE FUN RUN 18 RAISED $342,877 FOR 62 CARBON COUNTY CHARITIES. THE RED LODGE CITY POOL FUND RAISED $1.3 MILLION. IN CONJUNCTION WITH A BOND SECURED BY THE CITY, WILL COVER THE BASE POOL RENOVATION AND THE ASSOCIATED MECHANICAL UPGRADES (PHASE I). THE REMAINING $949,000 WILL BE APPLIED TO PHASE II: A COMPLETE POOL HOUSE RENOVATION, A 7-FEATURE SPLASH PAD, A DECK-MOUNTED WATERSLIDE, A SHADE PERGOLA , AND SOLAR HYDRO HEATING. COMMUNITY GRANTMAKING AWARDED $6,514 TO SIX DIFFERENT CHARITABLE PROJECTS. WITH HELP FROM VOLUNTEERS AND THE AMERICORPS NCCC TEAMS, THE NONPROFIT SHARED SERVICES CENTER HALLS AND MEETING ROOMS RECEIVED A FRESH COAT OF PAINT. NONPROFIT CAFE: LUNCH AND LEARN SERIES INCLUDE ONE SESSION ABOUT STORYTELLING AND ONE ABOUT GRANT WRITING.
BUILDING STRONG CONNECTIONS FOR A SUPPORTIVE COMMUNITY WHERE ALL CAN THRIVE. WORKING TOGETHER TO STRENGTHEN THE HEALTH OF THE COMMUNITY BY LISTENING AND RESPONDING TO NEEDS FOCUSED ON COMMUNITY MENTAL HEALTH, TRANSPORTATION, HOUSING, CONNECTION TO RESOURCES, AND AGE FRIENDLY INITIATIVES. THE RED LODGE AREA COMMUNITY FOUNDATION FOCUSED ON BUILDING A RESILIENT COMMUNITY BY WORKING TOGETHER WITH 238 PEOPLE WHO VOLUNTEERED 4,857 HOURS FOR RESILIENT COMMUNITY PROJECTS, EQUATING TO A VALUE OF $122,542.11. OVER $500,000 IN GRANT FUNDS AWARDED TO THE WORKFORCE HOUSING PROJECT TO HELP ADDRESS THE PANDEMIC-INDUCED SHORTAGE OF LONG-TERM RENTALS FOR OUR LOCAL WORKFORCE. 2,799 VOLUNTEER HOURS FOR WORKFORCE HOUSING ALONE, COMPARED TO 1237 IN 2020 (A 126% INCREASE!). 46 CARBON COUNTY SENIORS RECEIVED $50 TO SPEND ON FRESH, LOCAL PRODUCE AT THE RED LODGE FARMERS' MARKET AND THE RED SHED IN BRIDGER. 223 VOLUNTEER HOURS SPENT SPLITTING FIREWOOD FOR THE FIREWOOD ASSISTANCE PROJECT. 18 HALF-CORDS OF WOOD WERE DONATED AND DISTRIBUTED TO FAMILIES. PUBLISHED THREE ISSUES OF THE AGE-FRIENDLY CARBON NEWSLETTER AND DISTRIBUTED 750 COPIES TO 22 LOCATIONS THROUGHOUT THE COUNTY.BY ANY MEASURE 2021 WAS A REMARKABLE YEAR! THE CARBON COUNTY AREA RIDE & TRANSIT PROGRAM STARTED OPERATIONS IN FEBRUARY OF 2021, AND WE'VE REALLY NOT HAD MUCH TIME TO LOOK BACK! OUR NUMBERS HAVE GROWN STEADILY, EVEN STEEPLY UPWARDS AS WORD GETS OUT ABOUT THE NO-CHARGE PUBLIC TRANSPORTATION SERVICE CONNECTING ALL COMMUNITIES IN CARBON COUNTY, WITH REGULAR TRIPS TO BILLINGS, MT. IF YOU OR SOMEONE YOU KNOW NEEDS HELP GETTING SOMEWHERE, WHATEVER THE PURPOSE, CART CAN LIKELY HELP. CART IS CURRENTLY SEEKING PARTNERS/SPONSORS TO FULFILL THE MDT REQUIRED MATCHING FUNDS.2021 WAS A PIVOTAL YEAR FOR WORKFORCE HOUSING. AS OUR COMMUNITY FACED SKYROCKETING HOME PRICES AND A LACK OF AVAILABLE LONG- TERM RENTALS. IN AUGUST, THREE HOMEOWNERS MOVED INTO THE HOMES THEY BUILT THROUGH THE OWNER-BUILT HOUSING PROGRAM, COMPLETING THE PILOT YEAR OF AN INNOVATIVE PROGRAM BLENDING SWEAT EQUITY AND COMMUNITY LAND TRUST MODELS THANKS TO OUR PARTNERS AT HELENA AREA HABITAT FOR HUMANITY, TRUST MONTANA, AND USDA RURAL DEVELOPMENT.
CREATE A COMMUNITY THAT OFFERS CONCRETE SUPPORT AND OPPORTUNITY FOR FAMILIES, YOUTH, AND CHILDREN TO REACH THEIR POTENTIAL AS CONTRIBUTING MEMBERS OF SOCIETY. 2993.6 HOURS SERVED BY FUTURE OF MONTANA VOLUNTEER CORPS HIGH SCHOOL STUDENTS, A 33% INCREASE FROM 2021. THE YOUTH ENRICHMENT FUND (YEF) PROVIDED $2,965 IN FUNDING ASSISTANCE FOR MUSIC LESSONS, VOLLEYBALL CLUB MEMBERSHIPS, SCHOOL SKI DAYS, AND GYMNASTICS FOR 15 FAMILIES. THE YEF REACHED FAMILIES IN BELFRY, BEARCREEK, ROBERTS, AND RED LODGE. HAD THE MOST OBSERVATIONS PER CAPITA IN THE 2021 CITY NATURE CHALLENGE COMPETING AGAINST BONNER COUNTY AND THE BOISE AREA (ID). A SPECIES OF NEWT THAT WAS NOT PREVIOUSLY OBSERVED IN CARBON COUNTY WAS FOUND BY A 10 YEAR OLD KID! 17 PEOPLE PARTICIPATED IN THE COMMUNITY-WIDE ADVERSE CHILDHOOD EXPERIENCE (ACES) TRAINING IN APRIL, A PARTNERSHIP WITH HRDC. 30 PEOPLE VOLUNTEERED 73.5 HOURS FOR OUR CONNECTED YOUTH PROJECTS, PROVIDING A VALUE OF $1,854.41.
OUR ENDOWMENT FUNDS CAPTURES COMMUNITY ASSETS THAT MIGHT OTHERWISE BE LOST AND KEEP THEM IN OUR COMMUNITY. EARNINGS FROM THE ENDOWMENT FUNDS, FUND LOCAL PROJECTS IN PERPETUITY. ENDOWMENT BUILDING REPRESENTS OUR COMMITMENT TO CREATING PERMANENT FINANCIAL RESOURCES FOR THE COMMUNITY. WE ADDED FUNDS TO ALL FOUR OF OUR EXISTING ENDOWMENTS: FOUNDATION, CITY POOL AND THE ROOSEVELT CENTER. WE PARTNERED WITH BEARTOOTH RECREATIONAL TRAILS ASSOCIATION TO CREATE THEIR FIRST ENDOWMENT. ALL OF OUR ENDOWMENTS ARE INVESTED IN MONTANA COMMUNITY FOUNDATION. THE FOUNDATION PARTNERS WITH THE COMMUNITY AND DONORS TO DEVELOP PLACE BASED STRATEGIES FOR PERMANENT ASSET MANAGEMENT INCLUDING PARTNERSHIPS WITH LOCAL GOVERNMENT. THE RED LODGE AREA COMMUNITY FOUNDATION ACTS AS A FISCAL SPONSOR FOR SMALL, GRASS ROOTS, COMMUNITY BENEFIT ACTIVITIES. THESE SMALL, GRASS ROOTS 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. IN 2021, WE ADDED ONE NEW FISCAL ACCOUNT: RED LODGE ART WALK.CATALYZE THE DEVELOPMENT OF THE RED LODGE AREA AS A DESTINATION FOR ARTS, CULTURE, AND CONFERENCES. THE ROOSEVELT CENTER EVENTS INCREASED AND NEW COMMUNITY USES DEVELOPED. 2,756 VOLUNTEER HOURS THROUGH AMERICORPS NCCC HELPED TO REMODEL AND PAINT A VARIETY OF SPACES AT THE CENTER, INCLUDING THE COVETED HARPER RECITAL HALL ON THE HISTORIC 3RD FLOOR. WE REACHED 100% OCCUPATION OF AVAILABLE LONG TERM TENANT ROOMS. WE INSTALLED OUR FIRST OUTDOOR SCULPTURE AND MANY PEOPLE USE IT AS A PHOTO OP! THROUGH A GRANT THROUGH THE MONTANA DEPARTMENT OF COMMENCE MAIN STREET PROGRAM, THE ROOSEVELT CENTER HELD A SERIES OF OPEN HOUSES TO HELP WITH THE PARKING STUDY & ACCESS STRATEGY FOR THE ROOSEVELT CENTER. KLJ PRESENTED A POSSIBLE PLAN TO MAINTAIN GREEN SPACE WHILE INCREASING THE AVAILABLE PARKING. 75 PEOPLE VOLUNTEERED 3,735.75 HOURS, VALUED AT $94,252.11. A GRANT FROM THE HARRIS FOUNDATION HELPED CREATE A VIDEO TO FURTHER ENGAGE YOUTH IN THE ARTS. 12 VACCINATION CLINICS, 11 FOOD DISTRIBUTIONS, 2 CITY COURT TRIALS AND 3 ROBERTSON DRAW FIRE UPDATE MEETINGS HELD AT THE CENTER. PARTICIPATED REGULARLY IN THE ART WALK AND HOSTED ARTIST OPEN STUDIOS EVENT. THEATER CLASSES OFFERED FOR YOUTH & RED LODGE THEATER COMPANY IS REHEARSING AGAIN. CELEBRATED THE 100TH YEAR ANNIVERSARY OF THE HISTORIC BUILDING.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Tracy Timmons Executive Director | Officer | 40 | $86,044 |
Jo Ann Eder First Past Chair | OfficerTrustee | 4 | $0 |
Martha Brown Board Chair | OfficerTrustee | 2 | $0 |
Mark Schubert Treasurer | OfficerTrustee | 1 | $0 |
Steve Hanson Secretary | OfficerTrustee | 1 | $0 |
Merv Coleman Vice Chair | OfficerTrustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $65,037 |
All other contributions, gifts, grants, and similar amounts not included above | $1,826,900 |
Noncash contributions included in lines 1a–1f | $31,251 |
Total Revenue from Contributions, Gifts, Grants & Similar | $1,891,937 |
Total Program Service Revenue | $82,392 |
Investment income | $2,100 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $69,965 |
Net Gain/Loss on Asset Sales | $6,057 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $2,068,074 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $998,275 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $86,044 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $467,101 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $36,412 |
Payroll taxes | $85,647 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $72,922 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $90,996 |
Advertising and promotion | $13,590 |
Office expenses | $24,790 |
Information technology | $12,455 |
Royalties | $0 |
Occupancy | $85,387 |
Travel | $9,275 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $2,161 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $28,983 |
Insurance | $39,729 |
All other expenses | $0 |
Total functional expenses | $2,145,703 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $774,677 |
Savings and temporary cash investments | $91,152 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $164,911 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $2,309 |
Prepaid expenses and deferred charges | $1,000 |
Net Land, buildings, and equipment | $754,942 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $467,356 |
Total assets | $2,256,347 |
Accounts payable and accrued expenses | $55,780 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $250,000 |
Other liabilities | $0 |
Total liabilities | $305,780 |
Net assets without donor restrictions | $1,162,225 |
Net assets with donor restrictions | $788,342 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $2,256,347 |
Over the last fiscal year, Red Lodge Area Community Foundation has awarded $684,416 in support to 18 organizations.
Grant Recipient | Amount |
---|---|
CITY OF RED LODGE PURPOSE: PHILANTHROPIC PURPOSE | $469,200 |
DOMESTIC & SEXUAL VIOLENCE SERVICES PURPOSE: PHILANTHROPIC PURPOSE | $28,554 |
Red Lodge, MT PURPOSE: PHILANTHROPIC PURPOSE | $28,441 |
Red Lodge, MT PURPOSE: PHILANTHROPIC PURPOSE | $21,812 |
CARBON COUNTY HISTORICAL SOCIETY PURPOSE: PHILANTHROPIC PURPOSE | $17,039 |
Red Lodge, MT PURPOSE: PHILANTHROPIC PURPOSE | $14,622 |
Over the last fiscal year, we have identified 4 grants that Red Lodge Area Community Foundation has recieved totaling $37,500.
Awarding Organization | Amount |
---|---|
Moonlight Community Foundation Big Sky, MT PURPOSE: CARBON COUNTY FLOOD RELIEF FUND | $15,000 |
Dougherty Family Foundation Wayzata, MN PURPOSE: CARBON COUNTY DISASTER RELIEF FUND | $15,000 |
Dougherty Family Foundation Wayzata, MN PURPOSE: GENERAL OPERATING FUND | $5,000 |
First Interstate Bancsystem Foundation Inc Billings, MT PURPOSE: GENERAL OPERATING SUPPORT | $2,500 |
Beg. Balance | $96,710 |
Earnings | $19,258 |
Admin Expense | $2,794 |
Net Contributions | $92,913 |
Other Expense | $4,642 |
Ending Balance | $201,445 |
Organization Name | Assets | Revenue |
---|---|---|
Fargo-Moorhead Area Foundation Corporation Fargo, ND | $123,601,833 | $30,025,035 |
Wyoming Community Foundation Laramie, WY | $214,898,852 | $21,534,093 |
Idaho Community Foundation Inc Boise, ID | $229,667,754 | $28,111,141 |
Whitefish Community Foundation Inc Whitefish, MT | $55,891,446 | $19,214,103 |
Yellowstone Club Community Foundaction Bozeman, MT | $7,118,258 | $8,242,753 |
Montana Community Foundation Inc Helena, MT | $124,041,175 | $24,837,343 |
North Dakota Community Foundation Bismarck, ND | $128,952,115 | $14,760,573 |
Black Hills Area Community Foundation Rapid City, SD | $46,752,001 | $12,495,187 |
Oahe Foundation Pierre, SD | $25,933,233 | $2,879,958 |
Central Montana Foundation Lewistown, MT | $44,762,262 | $14,999,910 |
One Valley Community Foundation Bozeman, MT | $54,568,108 | $2,058,571 |
Park County Community Foundation Livingston, MT | $5,421,667 | $2,665,834 |