2024-10-11T11:45:40-07:00 2023-12-31 820467399 Rudd & Company PLLC 3805 Valley Commons Dr Ste 7 Bozeman MT 59718 990 2023-01-01 810519514 ONE VALLEY COMMUNITY FOUNDATION ONEV 4065876262 1627 W Main St Box 404 BOZEMAN MT 59718 LISA PRUNTY Treasurer 2024-10-11 true true DANE HANCOCK CPA P01821031 4065853393 2023 2024-10-15 13:58:12Z LISA PRUNTY 1627 W Main St Box 404 BOZEMAN MT 59718 8623647 false X WWW.ONEVALLEY.ORG X 1998 MT LOCAL COMMUNITY FOUNDATION TO FOSTER PHILANTHROPY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS IN SOUTHWEST MONTANA. 15 15 10 75 0 2663901 2912437 47456 53247 533991 55085 -18499 192 3226849 3020961 2681329 2464933 0 508430 577965 0 26486 309102 389808 3498861 3432706 -272012 -411745 31491768 27197814 1113232 1847492 30378536 25350322 X ONE VALLEY'S MISSION IS TO CONNECT PEOPLE WHO CARE TO CAUSES THAT MATTER TO BUILD A BETTER COMMUNITY. ONE VALLEY FULFILLS ITS MISSION IN THREE WAYS: (1) STRENGTHENING THE LOCAL NONPROFIT SECTOR THROUGH GRANT FUNDING AND FREE PROFESSIONAL DEVELOPMENT; (2) CONNECTING DONORS TO CAUSES THAT MATTER TO THEM THROUGH CHARITBALE GIVING TOOLS; (3) AND FINALLY BY INSPIRING A CULTURE OF GIVING IN THE COMMUNITY. false false 2592105 2330907 13243 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. 354104 119026 25689 Helped raise 2.9 million through 6,645 donors for 250 local nonprofits in Gallatin County through an annual 24-hour day of giving called Give Big Gallatin Valley in May 2023. 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. 287317 14315 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! 102066 15000 3335592 true true false false false true false false false true false false false false true false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 15 0 true 10 true false false false false false false false 0 false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true false false X X JENNIFER OWENS 4065876262 865 Technology Blvd STE B BOZEMAN MT 59718 JENNIFER OWENS COO 40.00 0.00 X 119883 0 7553 Bridget Wilkinson Executive Dir. 40.00 0.00 X 106750 0 13955 ERIC VAN STEENBURG Chair 2.00 0.00 X X 0 0 0 CHARLIE AVIS Vice Chair 2.00 0.00 X X 0 0 0 JENNIFER LAMMERS PAST CHAIR 2.00 0.00 X 0 0 0 LISA PRUNTY Treasurer 2.00 0.00 X X 0 0 0 AMY MCNAMARA Director 2.00 0.00 X 0 0 0 MICHAEL MORTIER Director 2.00 0.00 X 0 0 0 CRYSTAL CRAIN Director 2.00 0.00 X 0 0 0 GENE TOWNSEND Director 2.00 0.00 X 0 0 0 MARY PETERSON Director 2.00 0.00 X 0 0 0 CHARLIE CROMWELL Director 2.00 0.00 X 0 0 0 CASSIDY WENDELL Secretary 2.00 0.00 X X 0 0 0 RANAE MATTIMOE Director 2.00 0.00 X 0 0 0 WHITNEY BERMES Director 2.00 0.00 X 0 0 0 MICHAEL SPIAK Director 2.00 0.00 X 0 0 0 JAKE STEDING Director 2.00 0.00 X 0 0 0 226633 21508 2 false false false 0 28546 20000 2863891 792742 2912437 ADMINISTRATIVE FEES 8647 8647 PROGRAM FEES 44600 44600 53247 352576 352576 0 0 0 5281637 5579128 -297491 -297491 -297491 23750 28546 23558 192 192 0 0 0 3020961 53247 55277 2464933 2464933 0 0 0 120705 107428 9656 3621 0 380274 338444 30422 11408 7555 6724 604 227 29710 26442 2377 891 39721 35351 3178 1192 0 0 30605 27237 2449 919 0 0 0 97691 86946 7815 2930 37928 33756 3034 1138 10683 9508 855 320 21478 19116 1718 644 0 69209 61596 5537 2076 13418 11942 1073 403 0 0 0 0 3623 3224 290 109 16017 14255 1281 481 PROGRAM EXPENSE 84913 84913 BANK CHARGES 3643 3243 291 109 MISCELLANEOUS 600 534 48 18 0 3432706 3335592 70628 26486 515499 288520 0 15643 12500 0 0 0 0 100000 100000 18142 22660 0 30541297 26510039 0 0 7244 3621 293943 260474 31491768 27197814 11724 6478 1500 750000 1100008 1091014 1113232 1847492 X 30013682 24922618 364854 427704 30378536 25350322 31491768 27197814 X -411745 -4632424 16655 -45640 44940 X false true X true false X 674059 1181900 1679347 2663901 2912437 9111644 0 0 674059 1181900 1679347 2663901 2912437 9111644 1817638 7294006 31530 51913 357156 319444 352576 1112619 0 0 10224263 0.71340 0.60960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 4 2149318 58476 2455689 60837 23826796 44522 true true 1572153 112620 234309 43932 1875150 1209047 558839 -179587 16147 1572152 797992 359763 77436 13894 12250 1209047 793832 5000 59089 51489 8440 797992 727012 25000 59097 6634 10643 793832 1.00000 false false false ANNUITIES PAYABLE 150470 OPERATING LEASE LIABILITY 251408 PAYABLE TO AGENCIES 689136 1091014 -1571950 -4632424 16655 68498 -4547271 2975321 45640 45640 3020961 3456264 23558 23558 3432706 3432706 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE OF ANNUITY $44940 FUNDRAISING EVENT EXPENSES $23558 Part XII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING EVENT EXPENSES $23558 false GOLF TOURNAMENT 52296 28546 23750 23558 52296 28546 23750 23558 23558 192 true ART COUNCIL OF BIG SKY PO Box 160308 BIG SKY MT 59716 810457768 501(c)(3) 50000 0 ART AUCTION MATCH BENJAMINS HOPE 15468 RILEY ST HOLLAND MI 49424 743153382 501(c)(3) 50000 0 UNRESTRICTED DONATION BIG SKY DISCOVERY ACADEMY 172 ASPEN LEAF DR BIG SKY MT 59716 471605234 501(c)(3) 20000 0 GIVE BIG 2023 DAF ALLOCATION Big Sky Youth Empowerment 225 East Mendenhall Street BOZEMAN MT 59715 810543203 501(c)(3) 5228 0 COMMUNITY FUND AND PRIZE MONEY BRIDGER SKI FOUNDATION PO BOX 1243 BOZEMAN MT 59771 810384359 501(c)(3) 15000 0 SKI FOR SOREN SCHOLARSHIPS Bridgercare 1288 N 14th Ave STE 201 BOZEMAN MT 59715 810363189 501(c)(3) 34202 0 BEHAVIORALIST CRESCENT MONTANA 3701 TRAKKER TRL UNIT 1B 281 BOZEMAN MT 59718 832351854 501(c)(3) 10000 0 MENSTRUAL EDUCATION AND FEMENINE HY Crosscut Mountain Sports Cent PO Box 6400 BOZEMAN MT 59771 811818317 501(c)(3) 275000 0 UNRESTRICTED DONATION Emerson Cultural Center Inc 111 S Grand Ave BOZEMAN MT 59715 810478307 501(c)(3) 5964 0 COMMUNITY FUND Family Promise of Gallatin Va PO Box 475 BOZEMAN MT 59771 113739588 501(c)(3) 49950 0 BABY CRIBS & UNRESTRICTED DONATION FAMILY PROMISE OF GALLATIN VA 1603 TSCHACHE LN BOZEMAN MT 59718 113739588 501(c)(3) 63424 0 COMMUNITY FUND Forward Montana Foundation PO Box 2817 MISSOULA MT 59806 810405940 501(c)(3) 8360 0 UNRESTRICTED DONATION GALLATIN VALLEY LAND TRUST 212 S WALLACE AVE STE 101 BOZEMAN MT 59715 810464513 501(c)(3) 33199 0 COMMUNITY FUND GREATER IMPACT INC PO BOX 4199 BOZEMAN MT 59772 821691384 501(c)(3) 10000 0 WOMENS SOBER HOUSE Haven PO Box 752 Bozeman MT 59771 810389914 501(c)(3) 207970 0 UNRESTRICTED DONATION HEART OF THE VALLEY ANIMAL 1549 E CAMERON BRIDGE RD BOZEMAN MT 59718 237375919 501(c)(3) 6344 0 COMMUNITY FUND HELP CENTER 421 E PEACH ST BOZEMAN MT 59715 810309373 501(c)(3) 1155000 0 COMMUNITY FUND AND PRIZE MONEY HOPA MOUNTAIN 234 E BABCOCK ST STE E BOZEMAN MT 59715 841635749 501(c)(3) 30000 0 COMMUNITY FUND HRDC 32 S Tracy BOZEMAN MT 59715 810384820 501(c)(3) 9142 0 COMMUNITY FUND IQRA FUND PO BOX 416 BOZEMAN MT 59771 452751655 501(c)(3) 7818 0 COMMUNITY FUND JOHN INGALLS 3437 MT HIGHWAY 284 TOWNSEND MT 59644 810519514 501(c)(3) 16813 0 JOHN INGALLS ENDOWMENT Montana Raptor Conservation C PO Box 4061 BOZEMAN MT 59722 363782562 501(c)(3) 40000 0 STAFF SALARY INCREASES Roots Family Collaborative 110 S Grand Ave Bozeman MT 59715 814604049 501(c)(3) 15000 0 UNRESTRICTED DONATION THE CHARLIE CART PROJECT 1442A WALNUT ST BERKELEY CA 94709 471905802 501(c)(3) 10000 0 UNRESTRICTED DONATION Thrive Inc 400 East Babcock St BOZEMAN MT 59715 363501185 501(c)(3) 22582 0 PARENT LIASON PROGRAM WEST YELLOWSTONE SKI EDUCATIO PO BOX 956 WEST YELLOWSTON MT 59758 810508729 501(c)(3) 9000 0 GOLF FEES 25 1 Additional Supplemental Information ONE VALLEY REQUIRES THAT GRANT REQUESTS MUST COMPLY WITH THE PURPOSE OF THE ENDOWMENT FUND PAYING THE GRANT, 501(C)(3) STATUS IS VERIFIED, AND COMPLIANCE WITH CONFLICT OF INTEREST POLICIES IS REVIEWED. 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. AWARD LETTERS ARE PROVIDED TO GRANTEES WITH INSTRUCTIONS ON HOW THE FUNDS ARE TO BE USED. X 9 749306 FMV EVENT DONATIONS 21 43436 FMV false true false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: 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! Form 990, Part VI, Section B, Line 11b A COPY OF FORM 990 WAS PROVIDED TO EACH BOARD MEMBER FOR REVIEW. Form 990, Part VI, Section B, Line 12c ANNUALLY, BOARD AND STAFF SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS. ADDITIONALLY, BOARD MEMBERS ARE ASKED TO DISCLOSE AT EACH BOARD MEETING IF THEY HAVE A CONFLICT OF INTEREST WITH AN AGENDA ITEM. Form 990, Part VI, Section B, Line 15a COMPENSATION OF THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE EXECUTIVE COMMITTEE. THEY REVIEW THE EXECUTIVE DIRECTOR THROUGH A WRITTEN AND VERBAL REVIEW AND THE EXECUTIVE DIRECTOR COMPLETES A SELF-EVALAUTION. OUTISDE INFORMATION REGARDING SALARIES PAID BY SIMILIAR ORGANIZATIONS IS EVALAUTED. Form 990, Part VI, Section C, Line 19 No documents available to the public. Form 990, Part XI, Line 9 CHANGE IN VALUE OF ANNUITIES = $44940