{"success":true,"data":{"_id":810519514,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Local community foundation to foster philanthropy fbo charitable organizations in sw mt","primary_activities":"Held annual meeting for the benefit of local nonprofits october 2009","year":2009,"name":"BOZEMAN AREA COMMUNITY FOUNDATION THE","phone":"4065862386","website":"www.bozemanfoundation.org","type":"990","principal_officer":"GAYLE HOKANSON","year_formation":1998,"state_legal_domicile":"MT","total_volunteers":0,"tax_period_begin":"2009-04-01T00:00:00","tax_period_end":"2010-03-31T00:00:00","address":"1627 W MAIN ST BOX 404, BOZEMAN, MT, 59715, USA","city":"BOZEMAN","state":"MT","country":"USA","zip_code":"59715"},"Governance":{"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable 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BOZEMAN AREA COMMUNITY FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION. MOST OF ITS DONATIONS RECEIVED TO DATE HAVE BEEN FOR ENDOWMENT ACCOUNTS AND, ACCORDINGLY, HAVE BEEN LARGER AMOUNTS FROM FEWER DONORS. THE RECENT DROP IN THE STOCK MARTKET AND THE RECESSION HAVE HURT THE ORGANIZATION'S ABILITY TO ATTRACT ENDOWMENT GIFTS. THE ORGANIZATION OPERATES ON A LIMITED BUDGET AND RELIES MOSTLY ON DONATED SERVICES. ONE OF THE ORGANIZATION'S GOALS FOR 2010-2011 IS TO OBTAIN FUNDS TO HIRE AN EXECUTIVE DIRECTOR AND EXPAND ITS SERVICES."}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"donor_advised_funds":{"donor_advised_funds_held":5,"donor_advised_funds_grants":0,"disclosed_organization_legal_control":true,"disclosed_for_charitable_purposes":false},"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"ANNUITIES PAYABLE","amount":82706},{"description":"FUNDS HELD FOR HELP CENTER-at cost","amount":31933},{"description":"FUNDS HELD FOR BRIDGER CLINIC-at cost","amount":26673},{"description":"FUNDS HELD FOR LIBERTY PLACE-AT COST","amount":51757},{"description":"FUNDS HELD FBO J HYNES CHARITIES","amount":118025}],"total_liability":311094},"net_assets_reconciliation":{"total_revenue":45578,"total_expenses":2621,"excess_or_deficit_for_year":42957,"excess_or_deficit_per_financial_statements":42957}},"source_xml":"201120189349301002_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Local community foundation to foster philanthropy fbo charitable organizations in sw mt","primary_activities":"The foundation accumulates permanent endowments from which grants are made to 501(c)(3)organizations. 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GRANTS WERE DISTRIBUTED TO 26 LOCAL NONPROFITS.","expense":13880,"grants":13880},{"description":"HELD ANNUAL MEETING FOR THE BENEFIT OF LOCAL NONPROFITS OCTOBER 2011","expense":250},{"description":"FACILITATION OF MONTHLY MEETING FOR AREA NONPROFITS","expense":50}],"functional_expense_allocations":{"office_expenses":{"management_and_general":834,"total":834},"conferences_meetings":{"program_services":300,"management_and_general":1294,"total":1594},"insurance":{"management_and_general":128,"total":128}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":true,"deductible_contributions_of_art":false,"method_of_accounting_cash":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"WAYNE IWEN","address_line1":"777 E MAIN ST STE 201","city":"BOZEMAN","state":"MT","zip":"59715"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"audited_financial_statement_separate":true,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"4065862386","business_name_line1":"WAYNE IWEN","address_line1":"777 E MAIN ST STE 201","city":"BOZEMAN","state":"MT","zip":"59715"},"officers_directors_key_employees":[{"title":"PRESIDENT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"VICE PRESIDENT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true}]},"ScheduleA":{"public_charity_status":{"publicly_supported_org_170b1_avi":true},"support_170":{"gifts_grants_contributions":{"value":242870,"current_year":112153,"current_year_minus1":56118,"current_year_minus2":12571,"current_year_minus3":27113,"current_year_minus4":34915},"total_calendar_year_support":{"value":242870,"current_year":112153,"current_year_minus1":56118,"current_year_minus2":12571,"current_year_minus3":27113,"current_year_minus4":34915},"gross_receipts_from_admissions_etc":5708,"amounts_from_substantial_contributors":222147,"public_support_total":20723,"gross_investment_income":{"value":84389,"current_year":11137,"current_year_minus1":14439,"current_year_minus2":20183,"current_year_minus3":15185,"current_year_minus4":23445},"total_support":327259,"public_support_percentage":0.0633},"support_509":{"ten_percent_test_prior_year":true,"facts_and_circumstances_test":"1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTAL SUPPORT.AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2011 WAS 6.33%. HOWEVER, ITS PUBLIC SUPPORT PERCENTAGE FOR 2010 WAS 11%. 2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT. BACF DOES NOT SEEK GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL AND FOUNDATION DONORS. AS A COMMUNITY FOUNDATION, BACF SEEKS TO IDENTIFY INDIVIDUALS, BUSINESSES, AND FOUNDATIONS THAT ARE INTERESTED IN PROVIDING GRANTS AND CONTRIBUTIONS TO ITS OPERATING AND PERMANENT ENDOWMENT FUNDS. BACF USES THE INCOME FROM THE ENDOWMENT FUNDS TO MEET ITS MISSION OF PROVIDING GRANTS TO LOCAL CHARITABLE ORGANIZATIONS. DURING 2012 AND 2013, THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITS FUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONS RATHER THAN THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVING FOR ITS PERMANENT ENDOWMENT FUNDS. BACF IS CURRENTLY RAISING FUNDS TO HIRE ITS FIRST STAFF PERSON. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OF LOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSE NONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TO CULTIVATE THEM INTO DONORS. BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENT WAYS TO CONTRIBUTE TO THE ORGANIZATION, INCLUDING THROUGH A DONATE BUTTON THAT IS PROMINENTLY DISPLAYED ON THE WEBPAGE. 3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTERESTS OF THE ORGANIZATION'S MAJOR CONTRIBUTORS.OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT COMMUNITY AND PROFESSIONAL AREAS. MOLLY PICKALL, PRESIDENT, IS PHILANTHROPY DIRECTOR FOR A NATIONAL NONPROFIT AND PREVIOUSLY SERVED ON TWO OTHER BOZEMAN-BASED BOARDS, THE GALLATIN VALLEY BICYCLE CLUB AND THE BOZEMAN AREA BICYCLE ADVISORY BOARD (APPOINTMENTS FOR THE LATER MADE BY THE BOZEMAN CITY COMMISSION).MIKE AUGUSTINE, VICE PRESIDENT, HAS 17+ YEARS OF RETAIL AND INSTITUTIONAL EXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND IS CURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMAN OFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSET MANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICAN WILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITH JUNIOR ACHIEVEMENT.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH GALUSHA, HIGGINS AND GALUSHA IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ON THE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLE MOUNT.JACK FISHER, SECRETARY, IS AN ASSOCIATE PROFESSOR OF ANTHROPOLOGY AT MONTANA STATE UNIVERSITY.CRISTINA BERG HAS BEEN THE CO-OWNER OF ROCKY MOUNTAIN ROASTING COMPANY FOR THE LAST 20 YEARS. SHE HAS SERVED ON THE BOARD OF BIG BROTHERS AND BIG SISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETA SIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.LEE CANNON IS AN INVENTOR AND ENGINEER. HE IS LARGELY RETIRED NOW, BUT CONTINUES TO CONSULT ON A LIMITED BASIS. COLLEEN HERRINGTON PRACTICES LAW AT DESCHENES & SULLIVAN LAW OFFICES IN BOZEMAN. PREVIOUSLY, SHE SERVED THE CITIZENS OF GALLATIN COUNTY AS A PUBLIC DEFENDER FOR FOUR YEARS. IN 2010, COLLEEN BECAME AN OFFICER IN THE MONTANA ARMY NATIONAL GUARD AND IN 2012, COLLEEN WAS APPOINTED AS A PART-TIME MUNICIPAL COURT JUDGE FOR THE CITY OF BOZEMAN. PAUL LACHAPELLE IS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF POLITICAL SCIENCE AT MONTANA STATE UNIVERSITY-BOZEMAN AND SERVES AS THE EXTENSION COMMUNITY DEVELOPMENT SPECIALIST. WORKING IN PARTNERSHIP WITH THE LOCAL GOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH, TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THE STATE, SPECIFICALLY ON TOPICS OF COMMUNITY STRATEGIC PLANNING, LOCAL GOVERNANCE, AND LEADERSHIP DEVELOPMENT TRAINING. AMY MCNAMARA HAS WORKED WITH NON-PROFITS AND FOUNDATIONS TO ADVANCE THEIR MISSIONS FOR OVER FIFTEEN YEARS. HAVING SERVED IN BOTH THE ENVIRONMENTAL AND SOCIAL SECTORS, AMY HAS EXPERIENCE IN PROGRAM DEVELOPMENT, STRATEGIC PLANNING, FUNDRAISING, CAPACITY BUILDING, OUTREACH, AND ORGANIZING. CURRENTLY, AMY'S CONSULTING COMPANY WORKS WITH FOUNDATIONS AND INDIVIDUALS TO SUPPORT THEIR GRANTMAKING AND PHILANTHROPIC GIVING. AMY HAS PREVIOUS BOARD EXPERIENCE WITH THE FRIENDS OF THE BOZEMAN PUBLIC LIBRARY.DERIK POMEROY HAS A LAW PRACTICE EMPHASIZING FAMILY LAW, CRIMINAL DEFENSE, AND PROBATE OF ESTATES. HE HAS BEEN VOLUNTEERING WITH THE BOZEMAN COMMUNITY SINCE 2002, WITH MOTHERS AGAINST DRUNK DRIVING AND AWANA.KATIE SEACAT IS A SMALL BUSINESS OWNER AND FOUNDER OF SEACAT CREATIVE WHICH SPECIALIZES IN PROVIDING MARKETING AND MEDIA SERVICES TO LOCAL, NATIONAL, AND INTERNATIONAL OUTDOOR COMPANIES AND NONPROFITS. WHILE ALL OF THE BOARD MEMBERS HAVE PROVIDED CONTRIBUTIONS FOR THE BENEFIT OF BACF, NONE OF THEM HAVE A PRIVATE INTEREST THAT IS FURTHERED BY THOSE CONTRIBUTIONS. THESE INDIVIDUALS RECEIVE NO BENEFITS AND THEY ARE ALL INVOLVED IN THE ORGANIZATION BECAUSE OF THEIR PASSION FOR THE MISSION OF THE ORGANIZATION. ADDITIONALLY, NONE OF THESE BOARD MEMBERS IS RECOGNIZED AS A QUALIFIED EXCESS CONTRIBUTOR TO THE ORGANIZATION. 4. SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND/OR OTHER SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEW MAJOR CONTRIBUTORS.BACF DOES NOT SEEK OR SOLICIT SUPPORT FROM GOVERNMENTAL SOURCES, BUT IT HAS RECEIVED 71 DONATIONS FROM 2006 THROUGH 2011. THESE DONATIONS ARE FROM PEOPLE OR ENTITIES SUPPORTIVE OF BACF'S MISSION TO BUILD AN ENDOWED SOURCE OF SUPPORT FOR LOCAL CHARITIES. ONLY FOUR OF OUR CONTRIBUTORS QUALIFIED AS EXCESS CONTRIBUTORS IN 2011.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.BACF IS A VOLUNTEER RUN ORGANIZATION THAT DOES NOT HAVE FULLTIME FACILITIES OR PROPERTIES THAT IT OWNS. RATHER, ITS PROGRAM AND MISSION IS TO ACCUMULATE AN ENDOWMENT FUND FOR THE PURPOSE OF PROVIDING ONGOING SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS AND TO PROVIDE ANNUAL GRANTS FOR THE BENEFIT OF SUCH ORGANIZATIONS. CHARITABLE ORGANIZATIONS SERVING THE CITIES OF BOZEMAN, BELGRADE, MANHATTAN, AND BIG SKY AND THE RURAL COMMUNITIES IN-BETWEEN ARE ELIGIBLE TO APPLY FOR GRANTS AND TO RECEIVE THE BENEFIT OF THOSE GRANTS. ADDITIONALLY, THE PUBLIC IS FREE TO QUESTION ANY OF THE BOARD MEMBERS AND TO PROVIDE SUGGESTIONS REGARDING TYPES OF ORGANIZATIONS THAT SHOULD RECEIVE SUPPORT FROM BACF.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASED PUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THE POPULATION.ONE OF BACF'S PROGRAMS IS TO ACCUMULATE AND MANAGE A PERMANENT ENDOWMENT FUND FROM WHICH CHARITABLE GRANTS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS. DURING 2011, 26 GRANTS TOTALING $13,880 WERE DISTRIBUTED TO 26 LOCAL NONPROFIT CHARITABLE ORGANIZATIONS. IN TOTAL, BACF HAS DISTRIBUTED MORE THAN $100,000 IN GRANTS TO MORE THAN 50 LOCAL NONPROFIT ORGANIZATIONS. BACF DOES NOT RESTRICT ITS GRANTS TO ANY ONE SEGMENT OF THE CHARITABLE SECTOR, BUT RATHER IS OPEN TO GRANT APPLICATIONS FROM ANY CHARITABLE ORGANIZATION. AS SUCH, ITS PROGRAMS FURTHER THE BROAD PUBLIC INTEREST AND ARE NOT RESTRICTED IN ANY WAY TO A SPECIFIC SMALL SEGMENT OF THE POPULATION. BACF ALSO MANAGES A SCHOLARSHIP ACCOUNT FOR HARRISON HIGH SCHOOL AND AGENCY ENDOWMENTS FOR THE FOLLOWING AREA-BASED NONPROFITS: BRIDGERCARE, LIBERTY PLACE, AND REACH INC.ANOTHER BACF PROGRAM IS THE NONPROFIT CAFE. THE NONPROFIT CAFE IS HELD ON THE FOURTH FRIDAY MORNING OF THE MONTH AND OPEN TO ALL AREA NONPROFIT LEADERS. IT IS PUBLICALLY ANNOUNCED AND HELD IN A PUBLIC VENUE. THE AIM OF THE NONPROFIT CAFE IS TO PROVIDE A REGULAR OPPORTUNITY FOR OUR COMMUNITY'S NON-PROFIT LEADERSHIP TO NETWORK, SEEK ADVICE, AND SHARE IDEAS. ALSO, BACF REGULARLY SCHEDULES SPEAKERS FOR THE NONPROFIT CAFE TO SHARE EXPERTISE AND RESOURCES WITH AREA NONPROFITS. ANOTHER BACF SERVICE IS THE WEEKLY NON-PROFIT E-NEWS EMAIL THAT SHARES ANNOUNCEMENTS, UPCOMING EVENTS, AND A NONPROFIT COMMUNITY CALENDAR. ANY MEMBER OF THE PUBLIC IS WELCOME TO SIGN UP FOR THE E-NEWS ON BACF'S WEBSITE. AS OF FEBRUARY 2013 THERE ARE 410 SUBSCRIBERS TO THIS SERVICE, WHICH IS PROVIDED FREE OF CHARGE.IN APRIL 2011, BACF COMPLETED AND RELEASED A REPORT ON THE CAPACITY AND NEEDS OF BOZEMAN AREA COMMUNITY FOUNDATION & AREA NONPROFIT ORGANIZATIONS WHICH SURVEYED AND REPORTED ON A BROAD REPRESENTATION OF NONPROFITS IN BACF'S SERVICE AREA. THE RESULTS WERE SHARED PUBLICLY. RECOMMENDATIONS ON HOW BACF COULD BECOME STRONGER AND INCREASE ITS SERVICE TO AREA NONPROFITS WERE DISCUSSED IN THE REPORT."}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"donor_advised_funds":{"funds_and_other_accounts_held":6,"funds_and_other_accounts_grants":1000,"disclosed_organization_legal_control":true,"disclosed_for_charitable_purposes":false},"endowment_funds":{"current_year":{"beginning_year_balance":627733,"contributions":110603,"investment_earnings_or_losses":20334,"grants_or_scholarships":12719,"end_year_balance":745951},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":0.82,"term_endowment_eoy_percentage":0.18,"held_by_unrelated_organizations":false,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"ANNUITIES PAYABLE","amount":120727},{"description":"FUNDS HELD FOR BRIDGER CLINIC","amount":26931},{"description":"FUNDS HELD FOR LIBERTY PLACE","amount":50493}],"total_liability":198151},"net_assets_reconciliation":{"total_revenue":123290,"total_expenses":17530,"excess_or_deficit_for_year":105760,"net_unrealized_gains_losses_on_investments":-11207,"other_amount":15822,"total_adjustments":4615,"excess_or_deficit_per_financial_statements":110375},"revenue_reconciliation":{"total_revenue_audited_financial_statements":129655,"net_unrealized_gains_investments":-11207,"donated_services_and_use_facilities":1750,"other_revenue":15822,"revenue_not_reported":6365,"revenue_subtotal":123290,"revenue_not_reported_financial_statement":0,"total_revenue_per_990":123290},"expense_reconciliation":{"total_expenses_audited_financial_statements":19279,"donated_services_use_facilities":1750,"expenses_not_reported":1750,"expenses_subtotal":17529,"expenses_not_reported_financial_statement":0,"total_expenses_per_990":17529},"supplemental_information":[{"identifier":"PART XI, LINE 8 - OTHER ADJUSTMENTS:","explanation":"CHANGE IN VALUE OF PLANNED GIFT ANNUITIES 15,822."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":13880,"reported_domestic_org_grants_program_services":13880,"no_grant_over_5000":true,"total_domestic_grants":13880,"total_domestic_program_services":13880,"supplemental_information":[{"identifier":"PROCEDURE FOR MONITORING GRANTS IN THE U.S.:","form_and_line_reference":"PART I, LINE 2:","explanation":"SCHEDULE I, PART I, LINE 2: THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $500 TO $1,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"SCHEDULE I, PART I, LINE 2: THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $500 TO $1,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS.","form_and_line_reference":"PART I, LINE 2:"}},"ScheduleM":{"policies":{"any_property_that_must_be_held":false,"review_process_unusual_noncash_gifts":false,"third_parties_used":false},"noncash_contributions":{"securities_publicly_traded":{"reported":true,"revenue_reported_on_990":110603,"contribution_count":4,"method_of_determining_revenues":"FMV AT TIME OF DONATION"}}},"source_xml":"201330469349302538_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Local community foundation to foster philanthropy fbo charitable organizations in sw mt","primary_activities":"The foundation accumulates permanent endowments from which grants are made to 501(c)(3)organizations. Grants were distributed to 32 local nonprofits.","year":2014,"name":"BOZEMAN AREA COMMUNITY FOUNDATION THE","phone":"4065874300","website":"WWW.BOZEMANFOUNDATION.ORG","type":"990","principal_officer":"WAYNE IWEN","year_formation":1998,"state_legal_domicile":"MT","total_volunteers":50,"tax_period_begin":"2014-04-01T00:00:00","tax_period_end":"2015-03-31T00:00:00","address":"1627 W MAIN ST BOX 404, BOZEMAN, MT, 59715, USA","city":"BOZEMAN","state":"MT","country":"USA","zip_code":"59715"},"Governance":{"501c3 determination":true,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":1,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":true,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":94524,"Contributions":{"value":46157,"Other contributions":46157},"Program revenue":{"value":9847,"Total revenue":9847},"Investment income":{"value":38520,"Investment income total":38520},"Other revenues":{"value":0}},"Expenses":{"value":103313,"Grant expense":{"value":31110,"Grants to domestic orgs":31110},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":48572,"Current officers":44617,"Payroll taxes":3955},"Other expenses":{"value":23631,"Investment management fees":7007,"Advertising":609,"Office expenses":4010,"Information technology":4113,"Occupancy":2812,"Travel":213,"Conferences and meetings":2559,"Insurance":1293,"Itemized Expenses":{"value":1000,"MEMBERSHIP DUES":339,"WORKERS COMPENSATION IN":321,"WEBSITE":278,"BANK CHARGES":62},"All other expenses":15},"Functional Expenses":{"Program Service Expenses":47408,"Management And General Expenses":39511,"Fundraising Expenses":16394}},"Assets":{"value":892268,"Non-interest bearing cash":45795,"Investments publicly traded":846473},"Liabilities":{"value":169526,"Accounts payable, accrued":-480,"Other liabilities":170006},"Fund balance":{"value":722742,"Unrestricted net assets":10585,"Temporarily restricted net assets":165528,"Permanently restricted net assets":546629},"Form990Details":{"program_service_accomplishments":[{"description":"THE FOUNDATION ACCUMULATES PERMANENT ENDOWMENTS FROM WHICH GRANTS ARE MADE TO 501(C)(3)ORGANIZATIONS. GRANTS WERE DISTRIBUTED TO 32 LOCAL NONPROFITS.","expense":47408,"grants":31110}],"program_service_revenue_detail":[{"business_code":"523920","total_revenue":9847,"related_or_exempt_function_income":9847}],"functional_expense_allocations":{"current_officers_directors":{"program_services":14873,"management_and_general":14872,"fundraising":14872,"total":44617},"payroll_taxes":{"program_services":1318,"management_and_general":1318,"fundraising":1319,"total":3955},"investment_management_fees":{"management_and_general":7007,"total":7007},"advertising":{"management_and_general":513,"fundraising":96,"total":609},"office_expenses":{"management_and_general":4010,"total":4010},"information_technology":{"management_and_general":4113,"total":4113},"occupancy":{"total":2812},"travel":{"management_and_general":213,"total":213},"conferences_meetings":{"management_and_general":2559,"total":2559},"insurance":{"management_and_general":1293,"total":1293},"all_other_expenses":{"management_and_general":15,"total":15}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"employment_tax_returns_filed":true,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_cash":true,"schedule_o_part_iii":true,"schedule_o_part_vi":true},"principal_officer_detail":{"person_name":"WAYNE IWEN"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"4065862386","business_name_line1":"WAYNE IWEN","address_line1":"777 E MAIN ST STE 201","city":"BOZEMAN","state":"MT","zip":"59715"},"officers_directors_key_employees":[{"person_name":"MIKE AUGUSTINE","title":"PRESIDENT","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"MIKE AUGUSTINE"},{"person_name":"AMY MCNAMARA","title":"VICE PRESIDENT","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"AMY MCNAMARA"},{"person_name":"WAYNE IWEN","title":"TREASURER","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WAYNE IWEN"},{"person_name":"CRISTINA BERG","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"CRISTINA BERG"},{"person_name":"DERIK POMEROY","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"DERIK POMEROY"},{"person_name":"KARA GALLINGER","title":"TREASURER","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"KARA GALLINGER"},{"person_name":"NICOLE ZIEGLER","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"NICOLE ZIEGLER"},{"person_name":"EVA SKIDMORE","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"EVA SKIDMORE"},{"person_name":"PAUL LACHAPELLE","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL LACHAPELLE"},{"person_name":"WARREN VAUGHAN","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"WARREN VAUGHAN"},{"person_name":"ERIN YOST","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"ERIN YOST"},{"person_name":"KRISTIN BAILEY","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"KRISTIN BAILEY"},{"person_name":"DAREN NORDHAGEN","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"DAREN NORDHAGEN"}]},"ScheduleA":{"public_charity_status":{"publicly_supported_org_170b1_avi":true},"support_170":{"gifts_grants_contributions":{"value":272568,"current_year":55907,"current_year_minus1":21960,"current_year_minus2":26430,"current_year_minus3":112153,"current_year_minus4":56118},"total_calendar_year_support":{"value":272568,"current_year":55907,"current_year_minus1":21960,"current_year_minus2":26430,"current_year_minus3":112153,"current_year_minus4":56118},"gross_receipts_from_admissions_etc":3135,"amounts_from_substantial_contributors":163070,"public_support_total":109498,"gross_investment_income":{"value":114345,"current_year":38520,"current_year_minus1":25578,"current_year_minus2":24671,"current_year_minus3":11137,"current_year_minus4":14439},"total_support":386913,"public_support_percentage":0.283},"support_509":{"ten_percent_test_current_year":true,"facts_and_circumstances_test":"1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTAL SUPPORT. AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2014 WAS 28.3%.2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT. BACF HAS NOT SOUGHT GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL, BUSINESS, AND FOUNDATION DONORS. AS A COMMUNITY FOUNDATION, BACF SEEKS TO IDENTIFY INDIVIDUALS, BUSINESSES, AND FOUNDATIONS THAT ARE INTERESTED IN PROVIDING GRANTS AND CONTRIBUTIONS TO ITS OPERATING AND PERMANENT ENDOWMENT FUNDS. BACF USES THE INCOME FROM THE ENDOWMENT FUNDS TO MEET ITS MISSION OF PROVIDING GRANTS TO LOCAL CHARITABLE ORGANIZATIONS AND TO DELIVER ITS PROGRAMS. DURING 2013 AND 2014, THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITS FUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONS TO BALANCE THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVING FOR ITS PERMANENT ENDOWMENT FUNDS. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OF LOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSE NONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TO CULTIVATE THEM INTO DONORS. ALSO, BACF HAS IMPLEMENTED AN ANNUAL APPEAL TO REACH OUT TO NEW AND EXISTING DONORS.BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENT WAYS TO CONTRIBUTE TO THE ORGANIZATION, INCLUDING THROUGH A DONATE BUTTON THAT IS PROMINENTLY DISPLAYED ON THE WEBPAGE.3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTERESTS OF THE ORGANIZATION'S MAJOR CONTRIBUTORS. OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT COMMUNITY AND PROFESSIONAL AREAS. MIKE AUGUSTINE, PRESIDENT, HAS 18+ YEARS OF RETAIL AND INSTITUTIONAL EXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND IS CURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMAN OFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSET MANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICAN WILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITH JUNIOR ACHIEVEMENT. AMY MCNAMARA, VICE PRESIDENT, HAS WORKED WITH NON-PROFITS AND FOUNDATIONS TO ADVANCE THEIR MISSIONS FOR OVER SIXTEEN YEARS. HAVING SERVED IN BOTH THE ENVIRONMENTAL AND SOCIAL SECTORS, AMY HAS EXPERIENCE IN PROGRAM DEVELOPMENT, STRATEGIC PLANNING, FUNDRAISING, CAPACITY BUILDING, OUTREACH, AND ORGANIZING. CURRENTLY, AMY'S CONSULTING COMPANY WORKS WITH FOUNDATIONS AND INDIVIDUALS TO SUPPORT THEIR GRANTMAKING AND PHILANTHROPIC GIVING. AMY HAS PREVIOUS BOARD EXPERIENCE WITH THE FRIENDS OF THE BOZEMAN PUBLIC LIBRARY.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH WIPFLI, LLP IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ON THE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLE MOUNT.CRISTINA BERG HAS BEEN THE CO-OWNER OF ROCKY MOUNTAIN ROASTING COMPANY FOR THE LAST 20 YEARS. SHE HAS SERVED ON THE BOARD OF BIG BROTHERS AND BIG SISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETA SIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.PAUL LACHAPELLE IS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF POLITICAL SCIENCE AT MONTANA STATE UNIVERSITY-BOZEMAN AND SERVES AS THE EXTENSION COMMUNITY DEVELOPMENT SPECIALIST. WORKING IN PARTNERSHIP WITH THE LOCAL GOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH, TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THE STATE.DERIK POMEROY HAS A LAW PRACTICE EMPHASIZING FAMILY LAW, CRIMINAL DEFENSE, AND PROBATE OF ESTATES. HE HAS BEEN VOLUNTEERING WITH THE BOZEMAN COMMUNITY SINCE 2002, WITH MOTHERS AGAINST DRUNK DRIVING AND AWANA.EVA SKIDMORE WORKS FOR SOCRATA, A STARTUP BASED IN SEATTLE. PREVIOUSLY SHE WORKED FOR MICROSOFT, RIGHTNOW AND ORACLE, AND HAS VOLUNTEER, BOARD, AND STAFF EXPERIENCE AT EDUCATION, ARTS AND ENVIRONMENTAL ORGANIZATIONS.KARA GALLINGER IS A CERTIFIED PUBLIC ACCOUNTANT AND AN AUDIT MANAGER WITH ANDERSON ZURMUEHLEN & CO, P.C. SHE HAS TEN YEARS OF EXPERIENCE FOCUSING ON ALL ASPECTS OF AUDITING AND CONSULTING, SERVING A DIVERSE RANGE OF CLIENTS AND INDUSTRIES INCLUDING SEVERAL LOCAL NONPROFIT ORGANIZATIONS. KARA HAS BEEN ACTIVE IN THE BOZEMAN COMMUNITY SINCE AND ENJOYS VOLUNTEERING WITH MANY LOCAL NONPROFITS.NICOLE ZIEGLER WORKS FOR SOUTHWEST MONTANA SCHOOL SERVICES, AN EDUCATIONAL SERVICE AGENCY DEDICATED TO HELPING SCHOOL DISTRICTS SAVE TIME AND MONEY. CURRENTLY SHE IS IMPLEMENTING AN ELECTRONIC BILLING SYSTEM FOR SCHOOL-BASED MEDICAID. NICOLE HAS A LONG HISTORY OF VOLUNTEERING AND COMMUNITY SERVICE AND HAS BEEN ACTIVE WITH COMMUNITY FOUNDATION WORK AND NON-PROFITS. SHE WAS A SMALL BUSINESS OWNER FOR OVER 12 YEARS AND HAS VOLUNTEERED HER TIME TO GIRL SCOUTS, 4-H, JUNIOR ACHIEVEMENT AND NUMEROUS SPECIAL EVENTS.WHILE ALL OF THE BOARD MEMBERS HAVE PROVIDED CONTRIBUTIONS FOR THE BENEFIT OF BACF, NONE OF THEM HAVE A PRIVATE INTEREST THAT IS FURTHERED BY THOSE CONTRIBUTIONS. THESE INDIVIDUALS RECEIVE NO BENEFITS AND THEY ARE ALL INVOLVED IN THE ORGANIZATION BECAUSE OF THEIR PASSION FOR THE MISSION OF THE ORGANIZATION. ADDITIONALLY, NONE OF THESE BOARD MEMBERS IS RECOGNIZED AS A QUALIFIED EXCESS CONTRIBUTOR TO THE ORGANIZATION.4. SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND/OR SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEW MAJOR CONTRIBUTORS. BACF HAS NOT SOUGHT OR SOLICITED SUPPORT FROM GOVERNMENTAL SOURCES, BUT IT RECEIVED OVER 100 DONATIONS FROM OVER 100 DONORS BETWEEN 04/01/14 TO 03/31/15. THESE DONATIONS ARE FROM PEOPLE OR ENTITIES SUPPORTIVE OF BACF'S MISSION TO BUILD AN ENDOWED SOURCE OF SUPPORT FOR LOCAL CHARITIES. ONLY FIVE OF OUR CONTRIBUTORS QUALIFIED AS EXCESS CONTRIBUTORS IN 2013.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.BACF HIRED ITS FIRST FOUNDATION MANAGER IN SEPTEMBER 2013. ITS PROGRAM AND MISSION IS TO ACCUMULATE AN ENDOWMENT FUND FOR THE PURPOSE OF PROVIDING ONGOING SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS AND TO PROVIDE ANNUAL GRANTS AND PROGRAMMING FOR THE BENEFIT OF SUCH ORGANIZATIONS. CHARITABLE ORGANIZATIONS SERVING THE CITIES OF BOZEMAN, BELGRADE, MANHATTAN, AND BIG SKY AND THE RURAL COMMUNITIES IN-BETWEEN ARE ELIGIBLE TO APPLY FOR GRANTS AND TO RECEIVE THE BENEFIT OF THOSE GRANTS. ADDITIONALLY, THE PUBLIC IS FREE TO QUESTION ANY OF THE BOARD MEMBERS AND TO PROVIDE SUGGESTIONS REGARDING TYPES OF ORGANIZATIONS THAT SHOULD RECEIVE SUPPORT FROM BACF.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASED PUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THE POPULATION.ONE OF BACF'S PROGRAMS IS TO ACCUMULATE AND MANAGE A PERMANENT ENDOWMENT FUND FROM WHICH CHARITABLE GRANTS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS. DURING OUR FISCAL YEAR OF 04/01/13 TO 03/31/14, 25 GRANTS TOTALING $20,000 WERE DISTRIBUTED TO 25 LOCAL NONPROFIT CHARITABLE ORGANIZATIONS. THE FOUNDATION ALSO MANAGES DONOR-ADVISED FUNDS AND ENDOWMENTS FOR LOCAL ORGANIZATIONS. COMBINED, THESE MANAGED FUNDS CONTRIBUTED AN ADDITIONAL $13,650 TO 12 NONPROFIT CHARTIABLE ORGANIZATIONS. IN TOTAL, BACF HAS DISTRIBUTED MORE THAN $173,000 IN GRANTS TO MORE THAN 75 LOCAL NONPROFIT ORGANIZATIONS. BACF DOES NOT RESTRICT ITS GRANTS TO ANY ONE SEGMENT OF THE CHARITABLE SECTOR, BUT RATHER IS OPEN TO GRANT APPLICATIONS FROM ANY CHARITABLE ORGANIZATION. AS SUCH, ITS PROGRAMS FURTHER THE BROAD PUBLIC INTEREST AND ARE NOT RESTRICTED IN ANY WAY TO A SPECIFIC SMALL SEGMENT OF THE POPULATION. BACF ALSO MANAGES A SCHOLARSHIP ACCOUNT FOR HARRISON HIGH SCHOOL AND AGENCY ENDOWMENTS FOR THE FOLLOWING AREA-BASED NONPROFITS: BRIDGERCARE, LIBERTY PLACE, AND REACH INC.ANOTHER BACF PROGRAM IS THE NONPROFIT CAFE. THE NONPROFIT CAFE IS HELD ON THE FOURTH FRIDAY MORNING OF THE MONTH AND OPEN TO ALL AREA NONPROFIT LEADERS. IT IS PUBLICALLY ANNOUNCED AND HELD IN A PUBLIC VENUE. THE AIM OF THE NONPROFIT CAFE IS TO PROVIDE A REGULAR OPPORTUNITY FOR OUR COMMUNITY'S NON-PROFIT LEADERSHIP TO NETWORK, SEEK ADVICE, AND SHARE IDEAS. ALSO, BACF REGULARLY SCHEDULES SPEAKERS FOR THE NONPROFIT CAFE TO SHARE EXPERTISE AND RESOURCES WITH AREA NONPROFITS.ANOTHER BACF SERVICE IS THE WEEKLY NON-PROFIT E-NEWS EMAIL THAT SHARES ANNOUNCEMENTS, UPCOMING EVENTS, AND A NONPROFIT COMMUNITY CALENDAR. ANY MEMBER OF THE PUBLIC IS WELCOME TO SIGN UP FOR THE E-NEWS ON BACF'S WEBSITE. AS OF JANUARY 2015, THERE ARE 461 SUBSCRIBERS TO THIS SERVICE, WHICH IS PROVIDED FREE OF CHARGE.ADDITIONALLY, BACF HAS CREATED A YEAR-LONG INSPIRING COMMUNITY PHILANTHROPY SERIES IN COLLABORATION WITH THE WOMEN'S FOUNDATION OF MONTANA."}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"donor_advised_funds":{"disclosed_organization_legal_control":true,"disclosed_for_charitable_purposes":true},"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"ANNUITIES PAYABLE","amount":98151},{"description":"FUNDS HELD FOR BRIDGERCARE - AT COST","amount":25226},{"description":"FUNDS HELD FOR LIBERTY PLACE - AT COST","amount":46629}],"total_liability":170006}},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":31110,"reported_domestic_org_grants_program_services":31110,"total_domestic_grants":31110,"total_domestic_program_services":31110,"supplemental_information":[{"form_and_line_reference":"PART I, LINE 2:","explanation":"THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $100 TO $3,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $100 TO $3,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS.","form_and_line_reference":"PART I, LINE 2:"}},"source_xml":"201630469349302798_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Local community foundation to foster philanthropy fbo charitable organizations in sw mt","primary_activities":"The foundation accumulates permanent endowments from which grants are made to 501(c)(3)organizations. Grants were distributed to 39 local nonprofits.","year":2013,"name":"BOZEMAN AREA COMMUNITY FOUNDATION THE","phone":"4065874300","website":"WWW.BOZEMANFOUNDATION.ORG","type":"990","principal_officer":"MIKE AUGUSTINE","year_formation":1998,"state_legal_domicile":"MT","total_volunteers":0,"tax_period_begin":"2013-04-01T00:00:00","tax_period_end":"2014-03-31T00:00:00","address":"1627 W MAIN ST BOX 404, BOZEMAN, MT, 59715, USA","city":"BOZEMAN","state":"MT","country":"USA","zip_code":"59715"},"Governance":{"501c3 determination":true,"Number of voting members":10,"Number of independent voting members":10,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":true,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":48377,"Contributions":{"value":21960,"Other contributions":21960},"Program revenue":{"value":839,"Total revenue":839},"Investment income":{"value":25578,"Investment income total":25578},"Other revenues":{"value":0}},"Expenses":{"value":71370,"Grant expense":{"value":34450,"Grants to domestic orgs":34450},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":23280,"Current officers":20727,"Other employee benefits":492,"Payroll taxes":2061},"Other expenses":{"value":13640,"Legal":1080,"Investment management fees":5244,"Office expenses":2984,"Conferences and meetings":1434,"Insurance":977,"Itemized Expenses":{"value":1773,"WORKERS COMPENSATION IN":668,"MEMBERSHIP DUES":595,"WEBSITE":325,"SOFTWARE SUBSCRIPTION":185},"All other expenses":148},"Functional Expenses":{"Program Service Expenses":42350,"Management And General Expenses":21260,"Fundraising Expenses":7760}},"Assets":{"value":904346,"Non-interest bearing cash":12782,"Investments publicly traded":891564},"Liabilities":{"value":194096,"Accounts payable, accrued":2383,"Other liabilities":191713},"Fund balance":{"value":710250,"Unrestricted net assets":12782,"Temporarily restricted net assets":37506,"Permanently restricted net assets":659962},"Form990Details":{"program_service_accomplishments":[{"description":"THE FOUNDATION ACCUMULATES PERMANENT ENDOWMENTS FROM WHICH GRANTS ARE MADE TO 501(C)(3)ORGANIZATIONS. GRANTS WERE DISTRIBUTED TO 39 LOCAL NONPROFITS.","expense":42210,"grants":34150}],"program_service_revenue_detail":[{"business_code":"523920","total_revenue":839,"related_or_exempt_function_income":839}],"functional_expense_allocations":{"current_officers_directors":{"program_services":6909,"management_and_general":6909,"fundraising":6909,"total":20727},"other_employee_benefits":{"program_services":164,"management_and_general":164,"fundraising":164,"total":492},"payroll_taxes":{"program_services":687,"management_and_general":687,"fundraising":687,"total":2061},"legal_fees":{"management_and_general":1080,"total":1080},"investment_management_fees":{"management_and_general":5244,"total":5244},"office_expenses":{"management_and_general":2984,"total":2984},"conferences_meetings":{"program_services":140,"management_and_general":1294,"total":1434},"insurance":{"management_and_general":977,"total":977},"all_other_expenses":{"management_and_general":148,"total":148}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_cash":true,"schedule_o_part_iii":true,"schedule_o_part_vi":true},"principal_officer_detail":{"person_name":"MIKE AUGUSTINE"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"4065862386","business_name_line1":"WAYNE IWEN","address_line1":"777 E MAIN ST STE 201","city":"BOZEMAN","state":"MT","zip":"59715"},"officers_directors_key_employees":[{"person_name":"MIKE AUGUSTINE","title":"PRESIDENT","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"MIKE AUGUSTINE"},{"person_name":"AMY MCNAMARA","title":"VICE PRESIDENT","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"AMY MCNAMARA"},{"person_name":"WAYNE IWEN","title":"TREASURER","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true,"name":"WAYNE IWEN"},{"person_name":"CRISTINA BERG","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"CRISTINA BERG"},{"person_name":"DERIK POMEROY","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"DERIK POMEROY"},{"person_name":"KARA GALLINGER","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"KARA GALLINGER"},{"person_name":"NICOLE ZIEGLER","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"NICOLE ZIEGLER"},{"person_name":"EVA SKIDMORE","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"EVA SKIDMORE"},{"person_name":"PAUL LACHAPELLE","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"PAUL LACHAPELLE"},{"person_name":"WARREN VAUGHAN","title":"DIRECTOR","average_hours_per_week":2.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"WARREN VAUGHAN"}]},"ScheduleA":{"public_charity_status":{"publicly_supported_org_170b1_avi":true},"support_170":{"gifts_grants_contributions":{"value":229232,"current_year":21960,"current_year_minus1":26430,"current_year_minus2":112153,"current_year_minus3":56118,"current_year_minus4":12571},"total_calendar_year_support":{"value":229232,"current_year":21960,"current_year_minus1":26430,"current_year_minus2":112153,"current_year_minus3":56118,"current_year_minus4":12571},"gross_receipts_from_admissions_etc":5708,"amounts_from_substantial_contributors":176619,"public_support_total":52613,"gross_investment_income":{"value":96008,"current_year":25578,"current_year_minus1":24671,"current_year_minus2":11137,"current_year_minus3":14439,"current_year_minus4":20183},"total_support":325240,"public_support_percentage":0.1618},"support_509":{"ten_percent_test_current_year":true,"facts_and_circumstances_test":"1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTAL SUPPORT. AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2013 WAS 16.18%.2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT. BACF HAS NOT SOUGHT GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL, BUSINESS, AND FOUNDATION DONORS. AS A COMMUNITY FOUNDATION, BACF SEEKS TO IDENTIFY INDIVIDUALS, BUSINESSES, AND FOUNDATIONS THAT ARE INTERESTED IN PROVIDING GRANTS AND CONTRIBUTIONS TO ITS OPERATING AND PERMANENT ENDOWMENT FUNDS. BACF USES THE INCOME FROM THE ENDOWMENT FUNDS TO MEET ITS MISSION OF PROVIDING GRANTS TO LOCAL CHARITABLE ORGANIZATIONS AND TO DELIVER ITS PROGRAMS. DURING 2013 AND 2014, THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITS FUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONS TO BALANCE THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVING FOR ITS PERMANENT ENDOWMENT FUNDS. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OF LOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSE NONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TO CULTIVATE THEM INTO DONORS. ALSO, BACF HAS IMPLEMENTED AN ANNUAL APPEAL TO REACH OUT TO NEW AND EXISTING DONORS.BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENT WAYS TO CONTRIBUTE TO THE ORGANIZATION, INCLUDING THROUGH A DONATE BUTTON THAT IS PROMINENTLY DISPLAYED ON THE WEBPAGE.3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTERESTS OF THE ORGANIZATION'S MAJOR CONTRIBUTORS. OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT COMMUNITY AND PROFESSIONAL AREAS. MIKE AUGUSTINE, PRESIDENT, HAS 18+ YEARS OF RETAIL AND INSTITUTIONAL EXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND IS CURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMAN OFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSET MANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICAN WILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITH JUNIOR ACHIEVEMENT. AMY MCNAMARA, VICE PRESIDENT, HAS WORKED WITH NON-PROFITS AND FOUNDATIONS TO ADVANCE THEIR MISSIONS FOR OVER SIXTEEN YEARS. HAVING SERVED IN BOTH THE ENVIRONMENTAL AND SOCIAL SECTORS, AMY HAS EXPERIENCE IN PROGRAM DEVELOPMENT, STRATEGIC PLANNING, FUNDRAISING, CAPACITY BUILDING, OUTREACH, AND ORGANIZING. CURRENTLY, AMY'S CONSULTING COMPANY WORKS WITH FOUNDATIONS AND INDIVIDUALS TO SUPPORT THEIR GRANTMAKING AND PHILANTHROPIC GIVING. AMY HAS PREVIOUS BOARD EXPERIENCE WITH THE FRIENDS OF THE BOZEMAN PUBLIC LIBRARY.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH WIPFLI, LLP IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ON THE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLE MOUNT.CRISTINA BERG HAS BEEN THE CO-OWNER OF ROCKY MOUNTAIN ROASTING COMPANY FOR THE LAST 20 YEARS. SHE HAS SERVED ON THE BOARD OF BIG BROTHERS AND BIG SISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETA SIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.LEE CANNON IS AN INVENTOR AND ENGINEER. HE IS LARGELY RETIRED NOW, BUT CONTINUES TO CONSULT ON A LIMITED BASIS.PAUL LACHAPELLE IS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF POLITICAL SCIENCE AT MONTANA STATE UNIVERSITY-BOZEMAN AND SERVES AS THE EXTENSION COMMUNITY DEVELOPMENT SPECIALIST. WORKING IN PARTNERSHIP WITH THE LOCAL GOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH, TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THE STATE.DERIK POMEROY HAS A LAW PRACTICE EMPHASIZING FAMILY LAW, CRIMINAL DEFENSE, AND PROBATE OF ESTATES. HE HAS BEEN VOLUNTEERING WITH THE BOZEMAN COMMUNITY SINCE 2002, WITH MOTHERS AGAINST DRUNK DRIVING AND AWANA.EVA SKIDMORE WORKS FOR SOCRATA, A STARTUP BASED IN SEATTLE. PREVIOUSLY SHE WORKED FOR MICROSOFT, RIGHTNOW AND ORACLE, AND HAS VOLUNTEER, BOARD, AND STAFF EXPERIENCE AT EDUCATION, ARTS AND ENVIRONMENTAL ORGANIZATIONS.KARA GALLINGER IS A CERTIFIED PUBLIC ACCOUNTANT AND AN AUDIT MANAGER WITH ANDERSON ZURMUEHLEN & CO, P.C. SHE HAS TEN YEARS OF EXPERIENCE FOCUSING ON ALL ASPECTS OF AUDITING AND CONSULTING, SERVING A DIVERSE RANGE OF CLIENTS AND INDUSTRIES INCLUDING SEVERAL LOCAL NONPROFIT ORGANIZATIONS. KARA HAS BEEN ACTIVE IN THE BOZEMAN COMMUNITY SINCE AND ENJOYS VOLUNTEERING WITH MANY LOCAL NONPROFITS.NICOLE ZIEGLER WORKS FOR SOUTHWEST MONTANA SCHOOL SERVICES, AN EDUCATIONAL SERVICE AGENCY DEDICATED TO HELPING SCHOOL DISTRICTS SAVE TIME AND MONEY. CURRENTLY SHE IS IMPLEMENTING AN ELECTRONIC BILLING SYSTEM FOR SCHOOL-BASED MEDICAID. NICOLE HAS A LONG HISTORY OF VOLUNTEERING AND COMMUNITY SERVICE AND HAS BEEN ACTIVE WITH COMMUNITY FOUNDATION WORK AND NON-PROFITS. SHE WAS A SMALL BUSINESS OWNER FOR OVER 12 YEARS AND HAS VOLUNTEERED HER TIME TO GIRL SCOUTS, 4-H, JUNIOR ACHIEVEMENT AND NUMEROUS SPECIAL EVENTS.WHILE ALL OF THE BOARD MEMBERS HAVE PROVIDED CONTRIBUTIONS FOR THE BENEFIT OF BACF, NONE OF THEM HAVE A PRIVATE INTEREST THAT IS FURTHERED BY THOSE CONTRIBUTIONS. THESE INDIVIDUALS RECEIVE NO BENEFITS AND THEY ARE ALL INVOLVED IN THE ORGANIZATION BECAUSE OF THEIR PASSION FOR THE MISSION OF THE ORGANIZATION. ADDITIONALLY, NONE OF THESE BOARD MEMBERS IS RECOGNIZED AS A QUALIFIED EXCESS CONTRIBUTOR TO THE ORGANIZATION.4. SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND/OR SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEW MAJOR CONTRIBUTORS. BACF HAS NOT SOUGHT OR SOLICITED SUPPORT FROM GOVERNMENTAL SOURCES, BUT IT RECEIVED 152 DONATIONS FROM 142 DONORS BETWEEN 04/01/13 TO 03/31/14. THESE DONATIONS ARE FROM PEOPLE OR ENTITIES SUPPORTIVE OF BACF'S MISSION TO BUILD AN ENDOWED SOURCE OF SUPPORT FOR LOCAL CHARITIES. ONLY FIVE OF OUR CONTRIBUTORS QUALIFIED AS EXCESS CONTRIBUTORS IN 2013.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.BACF HIRED ITS FIRST FOUNDATION MANAGER IN SEPTEMBER 2013. ITS PROGRAM AND MISSION IS TO ACCUMULATE AN ENDOWMENT FUND FOR THE PURPOSE OF PROVIDING ONGOING SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS AND TO PROVIDE ANNUAL GRANTS AND PROGRAMMING FOR THE BENEFIT OF SUCH ORGANIZATIONS. CHARITABLE ORGANIZATIONS SERVING THE CITIES OF BOZEMAN, BELGRADE, MANHATTAN, AND BIG SKY AND THE RURAL COMMUNITIES IN-BETWEEN ARE ELIGIBLE TO APPLY FOR GRANTS AND TO RECEIVE THE BENEFIT OF THOSE GRANTS. ADDITIONALLY, THE PUBLIC IS FREE TO QUESTION ANY OF THE BOARD MEMBERS AND TO PROVIDE SUGGESTIONS REGARDING TYPES OF ORGANIZATIONS THAT SHOULD RECEIVE SUPPORT FROM BACF.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASED PUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THE POPULATION.ONE OF BACF'S PROGRAMS IS TO ACCUMULATE AND MANAGE A PERMANENT ENDOWMENT FUND FROM WHICH CHARITABLE GRANTS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS. DURING OUR FISCAL YEAR OF 04/01/13 TO 03/31/14, 25 GRANTS TOTALING $20,000 WERE DISTRIBUTED TO 25 LOCAL NONPROFIT CHARITABLE ORGANIZATIONS. THE FOUNDATION ALSO MANAGES DONOR-ADVISED FUNDS AND ENDOWMENTS FOR LOCAL ORGANIZATIONS. COMBINED, THESE MANAGED FUNDS CONTRIBUTED AN ADDITIONAL $13,650 TO 12 NONPROFIT CHARTIABLE ORGANIZATIONS. IN TOTAL, BACF HAS DISTRIBUTED MORE THAN $173,000 IN GRANTS TO MORE THAN 75 LOCAL NONPROFIT ORGANIZATIONS. BACF DOES NOT RESTRICT ITS GRANTS TO ANY ONE SEGMENT OF THE CHARITABLE SECTOR, BUT RATHER IS OPEN TO GRANT APPLICATIONS FROM ANY CHARITABLE ORGANIZATION. AS SUCH, ITS PROGRAMS FURTHER THE BROAD PUBLIC INTEREST AND ARE NOT RESTRICTED IN ANY WAY TO A SPECIFIC SMALL SEGMENT OF THE POPULATION. BACF ALSO MANAGES A SCHOLARSHIP ACCOUNT FOR HARRISON HIGH SCHOOL AND AGENCY ENDOWMENTS FOR THE FOLLOWING AREA-BASED NONPROFITS: BRIDGERCARE, LIBERTY PLACE, AND REACH INC.ANOTHER BACF PROGRAM IS THE NONPROFIT CAFE. THE NONPROFIT CAFE IS HELD ON THE FOURTH FRIDAY MORNING OF THE MONTH AND OPEN TO ALL AREA NONPROFIT LEADERS. IT IS PUBLICALLY ANNOUNCED AND HELD IN A PUBLIC VENUE. THE AIM OF THE NONPROFIT CAFE IS TO PROVIDE A REGULAR OPPORTUNITY FOR OUR COMMUNITY'S NON-PROFIT LEADERSHIP TO NETWORK, SEEK ADVICE, AND SHARE IDEAS. ALSO, BACF REGULARLY SCHEDULES SPEAKERS FOR THE NONPROFIT CAFE TO SHARE EXPERTISE AND RESOURCES WITH AREA NONPROFITS.ANOTHER BACF SERVICE IS THE WEEKLY NON-PROFIT E-NEWS EMAIL THAT SHARES ANNOUNCEMENTS, UPCOMING EVENTS, AND A NONPROFIT COMMUNITY CALENDAR. ANY MEMBER OF THE PUBLIC IS WELCOME TO SIGN UP FOR THE E-NEWS ON BACF'S WEBSITE. AS OF JANUARY 2015, THERE ARE 461 SUBSCRIBERS TO THIS SERVICE, WHICH IS PROVIDED FREE OF CHARGE.ADDITIONALLY, BACF HAS CREATED A YEAR-LONG INSPIRING COMMUNITY PHILANTHROPY SERIES IN COLLABORATION WITH THE WOMEN'S FOUNDATION OF MONTANA."}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"donor_advised_funds":{"donor_advised_funds_held":5,"donor_advised_funds_contributions":73855,"donor_advised_funds_grants":8200,"donor_advised_funds_value_eoy":378048,"disclosed_organization_legal_control":true,"disclosed_for_charitable_purposes":true},"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"ANNUITIES PAYABLE","amount":113757},{"description":"FUNDS HELD FOR BRIDGERCARE - AT COST","amount":27092},{"description":"FUNDS HELD FOR LIBERTY PLACE - AT COST","amount":50864}],"total_liability":191713}},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":34450,"reported_domestic_org_grants_program_services":34450,"total_domestic_grants":34450,"total_domestic_program_services":34450,"supplemental_information":[{"form_and_line_reference":"PART I, LINE 2:","explanation":"THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $100 TO $3,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $100 TO $3,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS.","form_and_line_reference":"PART I, LINE 2:"}},"source_xml":"201530359349300918_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Local community foundation to foster philanthropy fbo charitable organizations in sw mt","primary_activities":"The foundation accumulates permanent endowments from which grants are made to 501(c)(3)organizations. Grants were distributed to 17 local nonprofits.\n\nHeld annual meeting for the benefit of local nonprofits october 2012\n\nFacilitation of monthly meeting for area nonprofits","year":2012,"name":"BOZEMAN AREA COMMUNITY FOUNDATION THE","phone":"4065874300","website":"WWW.BOZEMANFOUNDATION.ORG","type":"990","principal_officer":"MIKE AUGUSTINE","year_formation":1998,"state_legal_domicile":"MT","total_volunteers":0,"tax_period_begin":"2012-04-01T00:00:00","tax_period_end":"2013-03-31T00:00:00","address":"1627 W MAIN ST BOX 404, BOZEMAN, MT, 59715, USA","city":"BOZEMAN","state":"MT","country":"USA","zip_code":"59715"},"Governance":{"501c3 determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":false,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":true,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":52684,"Contributions":{"value":26430,"Other contributions":26430},"Program revenue":{"value":1583,"Total revenue":1583,"Unrelated business revenue":0},"Investment income":{"value":24671,"Investment income total":24671},"Other revenues":{"value":0}},"Expenses":{"value":33756,"Grant expense":{"value":14826,"Grants to domestic orgs":14826},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":18930,"Accounting":5000,"Investment management fees":1876,"Advertising":82,"Office expenses":1819,"Travel":977,"Conferences and meetings":1433,"Insurance":851,"Itemized Expenses":{"value":6880,"VARIOUS":6880},"All other expenses":12}},"Assets":{"value":943089,"Non-interest bearing cash":47782,"Investments publicly traded":895307},"Liabilities":{"value":198857,"Other liabilities":198857},"Fund balance":{"value":744232},"Form990Details":{"program_service_accomplishments":[{"description":"THE FOUNDATION ACCUMULATES PERMANENT ENDOWMENTS FROM WHICH GRANTS ARE MADE TO 501(C)(3)ORGANIZATIONS. GRANTS WERE DISTRIBUTED TO 17 LOCAL NONPROFITS.","expense":20326,"grants":14826,"revenue":1583},{"description":"HELD ANNUAL MEETING FOR THE BENEFIT OF LOCAL NONPROFITS OCTOBER 2012","expense":688},{"description":"FACILITATION OF MONTHLY MEETING FOR AREA NONPROFITS"},{"description":"FACILITATION OF MONTHLY MEETING FOR AREA NONPROFITS"}],"program_service_revenue_detail":[{"business_code":"523920","description":"ADMINISTRATIVE FEES","total_revenue":1583,"related_or_exempt_function_income":1583}],"functional_expense_allocations":{"accounting_fees":{"management_and_general":5000,"total":5000},"investment_management_fees":{"management_and_general":1876,"total":1876},"advertising":{"management_and_general":82,"total":82},"office_expenses":{"management_and_general":1819,"total":1819},"travel":{"management_and_general":977,"total":977},"conferences_meetings":{"program_services":688,"management_and_general":745,"total":1433},"insurance":{"management_and_general":851,"total":851},"all_other_expenses":{"management_and_general":12,"total":12}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_cash":true,"schedule_o_part_iii":true,"schedule_o_part_vi":true},"principal_officer_detail":{"person_name":"MIKE AUGUSTINE","address_line1":"1020 STONEGATE DR","city":"BOZEMAN","state":"MT","zip":"59715"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_are_in_care_of":{"phone":"4065862386","business_name_line1":"WAYNE IWEN","address_line1":"777 E MAIN ST STE 201","city":"BOZEMAN","state":"MT","zip":"59715"},"officers_directors_key_employees":[{"title":"PRESIDENT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"CO-TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"SECRETARY","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"CO-TREASURER","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"VICE PRESIDENT","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"officer":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true},{"title":"DIRECTOR","average_hours_per_week":1.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true}]},"ScheduleA":{"public_charity_status":{"publicly_supported_org_170b1_avi":true},"support_170":{"gifts_grants_contributions":{"value":234385,"current_year":26430,"current_year_minus1":112153,"current_year_minus2":56118,"current_year_minus3":12571,"current_year_minus4":27113},"total_calendar_year_support":{"value":234385,"current_year":26430,"current_year_minus1":112153,"current_year_minus2":56118,"current_year_minus3":12571,"current_year_minus4":27113},"gross_receipts_from_admissions_etc":5708,"amounts_from_substantial_contributors":197041,"public_support_total":37344,"gross_investment_income":{"value":85615,"current_year":24671,"current_year_minus1":11137,"current_year_minus2":14439,"current_year_minus3":20183,"current_year_minus4":15185},"total_support":320000,"public_support_percentage":0.1167},"support_509":{"ten_percent_test_current_year":true,"facts_and_circumstances_test":"1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTALSUPPORT. AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2012 WAS 11.67%.2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDEFUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/ORGOVERNMENTAL SUPPORT. BACF HAS NOT SOUGHT GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL, BUSINESS, AND FOUNDATION DONORS. AS A COMMUNITY FOUNDATION, BACF SEEKS TO IDENTIFY INDIVIDUALS, BUSINESSES, AND FOUNDATIONS THAT ARE INTERESTED IN PROVIDING GRANTS AND CONTRIBUTIONS TO ITS OPERATING AND PERMANENT ENDOWMENT FUNDS. BACF USES THE INCOME FROM THE ENDOWMENT FUNDS TO MEET ITS MISSION OF PROVIDING GRANTS TO LOCAL CHARITABLE ORGANIZATIONS AND TO DELIVER ITS PROGRAMS. DURING 2012 AND 2013,THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITSFUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONSTO BALANCE THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVINGFOR ITS PERMANENT ENDOWMENT FUNDS. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OFLOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSENONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TOCULTIVATE THEM INTO DONORS. ALSO, BACF HAS IMPLEMENTED AN ANNUAL APPEAL TO REACH OUT TO NEW AND EXISTING DONORS.BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENTWAYS TO CONTRIBUTE TO THE ORGANIZATION, INCLUDING THROUGH A DONATE BUTTON THAT IS PROMINENTLY DISPLAYED ON THE WEBPAGE.3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROADPUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTERESTS OF THE ORGANIZATION'S MAJOR CONTRIBUTORS. OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT COMMUNITY AND PROFESSIONAL AREAS.MIKE AUGUSTINE, PRESIDENT, HAS 18+ YEARS OF RETAIL AND INSTITUTIONALEXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND ISCURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMANOFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSETMANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICANWILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITHJUNIOR ACHIEVEMENT.AMY MCNAMARA, VICE PRESIDENT, HAS WORKED WITH NON-PROFITS AND FOUNDATIONS TO ADVANCE THEIR MISSIONS FOR OVER SIXTEEN YEARS. HAVING SERVED IN BOTH THE ENVIRONMENTAL AND SOCIAL SECTORS, AMY HAS EXPERIENCE IN PROGRAM DEVELOPMENT, STRATEGIC PLANNING, FUNDRAISING, CAPACITY BUILDING, OUTREACH, AND ORGANIZING. CURRENTLY, AMY'S CONSULTING COMPANY WORKS WITH FOUNDATIONS AND INDIVIDUALS TO SUPPORT THEIR GRANTMAKING AND PHILANTHROPIC GIVING. AMY HAS PREVIOUS BOARD EXPERIENCE WITH THE FRIENDS OF THE BOZEMAN PUBLIC LIBRARY.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH GALUSHA, HIGGINS AND GALUSHA IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ONTHE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLEMOUNT.JACK FISHER, SECRETARY, IS AN ASSOCIATE PROFESSOR OF ANTHROPOLOGY ATMONTANA STATE UNIVERSITY.CRISTINA BERG HAS BEEN THE CO-OWNER OF ROCKY MOUNTAIN ROASTING COMPANY FOR THE LAST 20 YEARS. SHE HAS SERVED ON THE BOARD OF BIG BROTHERS AND BIGSISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETASIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.LEE CANNON IS AN INVENTOR AND ENGINEER. HE IS LARGELY RETIRED NOW, BUTCONTINUES TO CONSULT ON A LIMITED BASIS.PAUL LACHAPELLE IS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF POLITICAL SCIENCE AT MONTANA STATE UNIVERSITY-BOZEMAN AND SERVES AS THE EXTENSION COMMUNITY DEVELOPMENT SPECIALIST. WORKING IN PARTNERSHIP WITH THE LOCALGOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH,TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THESTATE.MOLLY PICKALL, IS PHILANTHROPY DIRECTOR FOR A NATIONAL NONPROFIT AND PREVIOUSLY SERVED ON TWO OTHER BOZEMAN-BASED BOARDS.DERIK POMEROY HAS A LAW PRACTICE EMPHASIZING FAMILY LAW, CRIMINAL DEFENSE, AND PROBATE OF ESTATES. HE HAS BEEN VOLUNTEERING WITH THE BOZEMAN COMMUNITY SINCE 2002, WITH MOTHERS AGAINST DRUNK DRIVING AND AWANA.KATIE SEACAT IS A SMALL BUSINESS OWNER AND FOUNDER OF SEACAT CREATIVEWHICH SPECIALIZES IN PROVIDING MARKETING AND MEDIA SERVICES TO LOCAL, NATIONAL, AND INTERNATIONAL OUTDOOR COMPANIES AND NONPROFITS.EVA SKIDMORE WORKS FOR SOCRATA, A STARTUP BASED IN SEATTLE. PREVIOUSLY SHE WORKED FOR MICROSOFT, RIGHTNOW AND ORACLE, AND HAS VOLUNTEER, BOARD, AND STAFF EXPERIENCE AT EDUCATION, ARTS AND ENVIRONMENTAL ORGANIZATIONS.WHILE ALL OF THE BOARD MEMBERS HAVE PROVIDED CONTRIBUTIONS FOR THE BENEFIT OF BACF, NONE OF THEM HAVE A PRIVATE INTEREST THAT IS FURTHERED BY THOSE CONTRIBUTIONS. THESE INDIVIDUALS RECEIVE NO BENEFITS AND THEY ARE ALLINVOLVED IN THE ORGANIZATION BECAUSE OF THEIR PASSION FOR THE MISSION OFTHE ORGANIZATION. ADDITIONALLY, NONE OF THESE BOARD MEMBERS IS RECOGNIZED AS A QUALIFIED EXCESS CONTRIBUTOR TO THE ORGANIZATION.4.SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND/OR SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEWMAJOR CONTRIBUTORS.BACF HAS NOT SOUGHT OR SOLICITED SUPPORT FROM GOVERNMENTAL SOURCES, BUT IT RECEIVED 55 DONATIONS FROM 50 DONORS IN 2011. THESE DONATIONS AREFROM PEOPLE OR ENTITIES SUPPORTIVE OF BACF'S MISSION TO BUILD AN ENDOWED SOURCE OF SUPPORT FOR LOCAL CHARITIES. ONLY TWO OF OUR CONTRIBUTORSQUALIFIED AS EXCESS CONTRIBUTORS IN 2012.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.BACF HIRED ITS FIRST FOUNDATION MANAGER IN SEPTEMBER 2013. ITS PROGRAM AND MISSION IS TO ACCUMULATE AN ENDOWMENT FUND FOR THE PURPOSE OF PROVIDING ONGOING SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS AND TO PROVIDE ANNUAL GRANTS AND PROGRAMMING FOR THE BENEFIT OF SUCH ORGANIZATIONS. CHARITABLE ORGANIZATIONS SERVING THE CITIES OF BOZEMAN, BELGRADE, MANHATTAN, AND BIG SKY AND THE RURAL COMMUNITIES IN-BETWEEN ARE ELIGIBLE TO APPLY FOR GRANTS AND TO RECEIVE THE BENEFIT OF THOSE GRANTS. ADDITIONALLY, THE PUBLIC IS FREE TO QUESTION ANY OF THE BOARD MEMBERS AND TO PROVIDE SUGGESTIONS REGARDING TYPES OF ORGANIZATIONS THAT SHOULD RECEIVE SUPPORT FROM BACF.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASEDPUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THEPOPULATION.ONE OF BACF'S PROGRAMS IS TO ACCUMULATE AND MANAGE A PERMANENT ENDOWMENT FUND FROM WHICH CHARITABLE GRANTS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS. DURING 2012, 17 GRANTS TOTALING $14,862 WERE DISTRIBUTED TO 17 LOCAL NONPROFIT CHARITABLE ORGANIZATIONS. IN TOTAL, BACF HAS DISTRIBUTED MORE THAN $125,000 IN GRANTS TO MORE THAN 50 LOCAL NONPROFITORGANIZATIONS. BACF DOES NOT RESTRICT ITS GRANTS TO ANY ONE SEGMENT OF THECHARITABLE SECTOR, BUT RATHER IS OPEN TO GRANT APPLICATIONS FROM ANYCHARITABLE ORGANIZATION. AS SUCH, ITS PROGRAMS FURTHER THE BROAD PUBLICINTEREST AND ARE NOT RESTRICTED IN ANY WAY TO A SPECIFIC SMALL SEGMENT OFTHE POPULATION. BACF ALSO MANAGES A SCHOLARSHIP ACCOUNT FOR HARRISON HIGHSCHOOL AND AGENCY ENDOWMENTS FOR THE FOLLOWING AREA-BASED NONPROFITS: BRIDGERCARE, LIBERTY PLACE, AND REACH INC.ANOTHER BACF PROGRAM IS THE NONPROFIT CAFE. THE NONPROFIT CAFE IS HELD ONTHE FOURTH FRIDAY MORNING OF THE MONTH AND OPEN TO ALL AREA NONPROFITLEADERS. IT IS PUBLICALLY ANNOUNCED AND HELD IN A PUBLIC VENUE. THE AIMOF THE NONPROFIT CAFE IS TO PROVIDE A REGULAR OPPORTUNITY FOR OURCOMMUNITY'S NON-PROFIT LEADERSHIP TO NETWORK, SEEK ADVICE, AND SHAREIDEAS. ALSO, BACF REGULARLY SCHEDULES SPEAKERS FOR THE NONPROFIT CAFE TOSHARE EXPERTISE AND RESOURCES WITH AREA NONPROFITS.ANOTHER BACF SERVICE IS THE WEEKLY NON-PROFIT E-NEWS EMAIL THAT SHARES ANNOUNCEMENTS, UPCOMING EVENTS, AND A NONPROFIT COMMUNITY CALENDAR. ANY MEMBER OF THE PUBLIC IS WELCOME TO SIGN UP FOR THE E-NEWS ON BACF'SWEBSITE. AS OF DECEMBER 2013 THERE ARE 475 SUBSCRIBERS TO THIS SERVICE, WHICH IS PROVIDED FREE OF CHARGE."}},"ScheduleB":{"attached":true,"required":true},"ScheduleD":{"donor_advised_funds":{"donor_advised_funds_held":5,"donor_advised_funds_contributions":4130,"donor_advised_funds_grants":2226,"donor_advised_funds_value_eoy":323208,"disclosed_organization_legal_control":true,"disclosed_for_charitable_purposes":false},"land_buildings_equipment":{"total_book_value":0},"other_liabilities":{"liabilities":[{"description":"ANNUITIES PAYABLE","amount":121032},{"description":"FUNDS HELD FOR BRIDGERCARE - AT COST","amount":27058},{"description":"FUNDS HELD FOR LIBERTY PLACE - AT COST","amount":50767}],"total_liability":198857}},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":14826,"reported_domestic_org_grants_program_services":14826,"total_domestic_grants":14826,"total_domestic_program_services":14826,"supplemental_information":[{"identifier":"PROCEDURE FOR MONITORING GRANTS IN THE U.S.:","form_and_line_reference":"PART I, LINE 2:","explanation":"SCHEDULE I, PART I, LINE 2: THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $130 TO $1,170. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS."}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"SCHEDULE I, PART I, LINE 2: THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $130 TO $1,170. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS.","form_and_line_reference":"PART I, LINE 2:"}},"source_xml":"201420149349301707_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Local community foundation to foster philanthropy for the benefit of charitable organizations in southwest montana.","primary_activities":"Helped raise over $707,000 through 3,600 donors for 168 local nonprofits in gallatin county through an annual 24-hour day of giving called give big gallatin valley in may 2017. 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ONE VALLEY REQUESTS GRANT REPORTS FROM GRANTEES IF AWARDED A GRANT THROUGH THE COMPETITIVE GRANT CYCLE FROM THE ENDOWED FUNDS OR YOUTH GIVING PROJECT. GRANT REPORTS ARE NOT REQUIRED FOR GRANTS AWARDED TO SUPPORT THE GENERAL OPERATING AND PROGRAM PURPOSES OF THE ORGANIZATION. 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