One Valley Community Foundation
- Assets
- $54.6m
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 8
- Location
- Bozeman, MT
- Founding
- 09/2003
- Data as of
- 12/2021
- EIN
- 81-0519514
Organization Overview
One Valley Community Foundation is located in Bozeman, MT. The organization was established in 2003. 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, One Valley Community Foundation employed 8 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. One Valley 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, One Valley Community Foundation generated $2.1m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 27.6% each year . All expenses for the organization totaled $2.8m during the year ending 12/2021. While expenses have increased by 31.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, One Valley Community Foundation has awarded 79 individual grants totaling $2,872,697. 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
LOCAL COMMUNITY FOUNDATION TO FOSTER PHILANTHROPY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS IN SOUTHWEST MONTANA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION ADMINISTERS THE RECEIPT OF CHARITABLE ASSETS THROUGH A VARIETY OF CHARITABLE GIVING TOOLS, SUCH AS DONOR ADVISED FUNDS, PERMANENT ENDOWMENTS, CHARITABLE GIFT ANNUITIES, CHARITABLE REMAINDER TRUSTS, AND CHARITABLE LEAD TRUSTS, FOR THE PURPOSE OF MAKING GRANTS TO VARIOUS NONPROFITS.
HELPED RAISE OVER $2.7 MILLION THROUGH 6,279 DONORS FOR 210 LOCAL NONPROFITS IN GALLATIN COUNTY THROUGH AN ANNUAL 24-HOUR DAY OF GIVING CALLED GIVE BIG GALLATIN VALLEY IN MAY 2021. LEADING UP TO THIS ANNUAL INITIATIVE, ONE VALLEY COMMUNITY FOUNDATION HOSTS FREE EDUCATION SESSIONS FOR NONPROFIT LEADERSHIP AND BOARD MEMBERS ON FUNDRAISING, MARKETING, AND DONOR ENGAGEMENT BEST PRACTICES.
DELIVERED OVER 750 HOURS OF FREE, PROFESSIONAL DEVELOPMENT TRAINING TO NONPROFIT LEADERS, BOARD MEMBERS, AND VOLUNTEERS THROUGH OUR NONPROFIT CAFE PROGRAM. AT ONE VALLEY COMMUNITY FOUNDATION, WE BELIEVE THAT AFFORDABLE PROFESSIONAL DEVELOPMENT OPPORTUNITIES ARE ESSENTIAL TO THE HEALTH OF THE LOCAL NONPROFIT SECTOR. NONPROFIT CAFE PROVIDES NONPROFIT LEADERS FREE, MONTHLY SESSIONS ON A VARIETY OF TOPICS, LED BY LOCAL EXPERTS AND THOUGHT LEADERS!
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bridget Wilkinson Executive Director | 40 | $90,682 | |
Kristin Taylor Secretary | OfficerTrustee | 2 | $0 |
Lisa Prunty Treasurer | OfficerTrustee | 2 | $0 |
Jennifer Lammers President | OfficerTrustee | 2 | $0 |
Jonathan Distad Vice President | OfficerTrustee | 2 | $0 |
Eric Van Steenburg Vice President | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $27,389 |
| Related organizations | $0 |
| Government grants | $35,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,616,958 |
| Noncash contributions included in lines 1a–1f | $794,736 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,679,347 |
| Total Program Service Revenue | $29,634 |
| Investment income | $357,156 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,456 |
| Net Income from Fundraising Events | -$13,022 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,058,571 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,144,068 |
| 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. | $98,663 |
| Compensation of current officers, directors, key employees. | $7,893 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $202,643 |
| Pension plan accruals and contributions | $7,206 |
| Other employee benefits | $11,429 |
| Payroll taxes | $22,313 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $354 |
| Fees for services: Accounting | $17,270 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $45,976 |
| Advertising and promotion | $23,921 |
| Office expenses | $7,080 |
| Information technology | $9,764 |
| Royalties | $0 |
| Occupancy | $29,322 |
| Travel | $3,142 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,623 |
| Insurance | $4,891 |
| All other expenses | $0 |
| Total functional expenses | $2,765,489 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $154,339 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $13,325 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $100,000 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $54,287,327 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $10,867 |
| Other assets | $2,250 |
| Total assets | $54,568,108 |
| Accounts payable and accrued expenses | $6,193 |
| Grants payable | $1,000 |
| 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 | $0 |
| Other liabilities | $735,096 |
| Total liabilities | $742,289 |
| Net assets without donor restrictions | $53,473,665 |
| Net assets with donor restrictions | $352,154 |
| 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 | $54,568,108 |
Grants Awarded
Over the last fiscal year, One Valley Community Foundation has awarded $1,898,677 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
Big Sky, MT PURPOSE: UNRESTRICTED DONATION | $1,314,100 |
Los Angeles, CA PURPOSE: WATERBOX BUILD & PROGRAM FOR SD | $75,000 |
Bozeman, MT PURPOSE: BEHAVIORALIST & UNRESTRICTED | $66,600 |
Bozeman, MT PURPOSE: UNRESTRICTED DONATION | $55,050 |
CITY OF BOZEMAN PURPOSE: DEI TRAINING | $52,180 |
Bozeman, MT PURPOSE: UNRESTRICTED DONATION | $50,740 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that One Valley Community Foundation has recieved totaling $399,576.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $193,150 |
Silicon Valley Community Foundation Mountain View, CA PURPOSE: General Nonprofit Support | $134,467 |
The Arthur M Blank Family Foundation Atlanta, GA PURPOSE: FOR THE STRATEGIC GROWTH INITIATIVE. | $68,745 |
Gianforte Fam Charitable Tr Bozeman, MT PURPOSE: CHARITABLE PURPOSE | $1,500 |
Montana Healthcare Foundation Bozeman, MT PURPOSE: A SEAT AT THE TABLE | $1,000 |
Cleveland H Dodge Foundation Inc New York, NY PURPOSE: DODGE FAMILY MATCHING PROGRAM | $500 |
Endowment Analysis
| Beg. Balance | $797,992 |
| Earnings | $77,436 |
| Admin Expense | $12,250 |
| Net Contributions | $359,763 |
| Grants | $13,894 |
| Ending Balance | $1,209,047 |
Peer Organizations
| 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 |