2025-07-08T13:15:34-05:00 2025-02-28 480567703 PINION LLC 402 N BROADWAY 4TH FLOOR BILLINGS MT 59101 990 2024-03-01 475427975 YELLOWSTONE FOREVER YELL 4068482840 PO BOX 1857 BOZEMAN MT 597711857 LISA DIEKMANN PRESIDENT & CEO 4068482840 2025-06-30 1 0 KENDRA MORAN P00814196 4062455136 2025-06-30 2024 2025-03-06 01:10:19Z LISA DIEKMANN PO BOX 1857 BOZEMAN MT 597711857 49023070 0 X WWW.YELLOWSTONE.ORG X 2015 MT YELLOWSTONE FOREVER (YF) SERVES AS THE OFFICIAL NON-PROFIT PARTNER FOR YELLOWSTONE NATIONAL PARK (PARK). YF'S PURPOSE IS TO PROVIDE GRANTS AND IN-KIND SUPPORT TO THE PARK THROUGH PHILANTHROPIC AND EDUCATIONAL INITIATIVES. 15 14 135 106 0 0 15526996 34396651 1372168 1694046 1288893 1838024 3120543 3892864 21308600 41821585 4220200 5770899 0 0 5606412 6290525 1419546 1642212 3283756 3223965 3216339 14470123 16919975 6838477 24901610 45715575 70514236 1874728 1411438 43840847 69102798 X YELLOWSTONE FOREVER ("YF") SERVES AS THE OFFICIAL NON-PROFIT PARTNER FOR YELLOWSTONE NATIONAL PARK ("PARK"). YF'S PURPOSE IS TO PROVIDE GRANTS AND IN-KIND SUPPORT TO THE PARK THROUGH PHILANTHROPIC AND EDUCATIONAL INITATIVES 0 0 6042439 5652166 YELLOWSTONE FOREVER FUNDS PRIORITY PROJECTS THAT PROTECT YELLOWSTONE'S ECOSYSTEM AND WILDLIFE, PRESERVE THE PARK'S HERITAGE, HISTORY, AND TRAILS AND ENHANCE VISITOR EXPERIENCES AND EDUCATION. WILDLIFE GRANT FUNDING SUPPORTED NATIVE FISH RESTORATION, GRIZZLY BEAR, WOLF AND COUGAR RESEARCH,AND A VARIETY OF SPECIES OF BIRDS THAT ARE CRITICAL TO YELLOWSTONE'S NATURAL ECOSYSTEM. IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE (NPS) AND THROUGH TRIBAL CONSULTATION, YELLOWSTONE FOREVER (YF) LEADS THE OPERATIONS AND PROGRAMMING OF THE YELLOWSTONE TRIBAL HERITAGE CENTER. LOCATED AT OLD FAITHFUL, THE CENTER SERVES AS A VITAL SPACE WHERE INDIGENOUS ARTISTS, SCHOLARS, AND PRESENTERS FROM THE 27 ASSOCIATED TRIBES OF YELLOWSTONE NATIONAL PARK DIRECTLY ENGAGE WITH VISITORS THROUGH EDUCATION AND ENGAGEMENT. DURING THE SUMMER, APPROXIMATELY 311,000 VISITORS EXPERIENCED THE CENTER. THE CENTER HOSTED 36 TRIBAL DEMONSTRATORS AND FEATURED A TOTAL OF 138 ARTIST DAYS. PRESENTERS REPRESENTED 17 OF THE 27 TRIBES ASSOCIATED WITH THE PARK. THROUGH DIVERSE DEMONSTRATIONS, THE CENTER PROVIDES A UNIQUE PLATFORM FOR CULTURAL EXCHANGE AND ENHANCING VISITOR UNDERSTANDING. 2473253 102528 1796159 YELLOWSTONE FOREVER (YF) OFFERS TRANSFORMATIVE EDUCATIONAL PROGRAMMING THAT FOSTERS A DEEP CONNECTION TO THE WILDLIFE, GEOLOGY, AND CULTURAL HISTORY OF YELLOWSTONE NATIONAL PARK. OUR EXTENSIVE ARRAY OF PROGRAMS PROVIDE UNPARALLELED OPPORTUNITIES FOR INDIVIDUALS OF ALL AGES TO EXPERIENCE AND APPRECIATE YELLOWSTONE. COLLABORATING CLOSELY WITH THE NATIONAL PARK SERVICE (NPS), WE ENSURE THE HIGHEST QUALITY EDUCATIONAL EXPERIENCES WITH THE INTENT TO CREATE FUTURE STEWARDS WHO ARE DEEPLY COMMITTED TO PRESERVING AND PROTECTING THIS ICONIC NATIONAL TREASURE. THIS YEAR, APPROXIMATELY 4,579 VISITORS PARTICIPATED IN YF EDUCATIONAL PROGRAMS, RESULTING IN A TOTAL OF 75,895 CONTACT HOURS, DEMONSTRATING OUR SIGNIFICANT IMPACT ON ENHANCING PUBLIC UNDERSTANDING AND APPRECIATION OF THE GREATER YELLOWSTONE ECOSYSTEM. 2129976 16205 3763189 YELLOWSTONE FOREVER (YF) HAD OVER 289,807 TRANSACTIONS AT 11 STORES (9 IN THE PARK, 1 IN GARDINER, MT AND 1 AT QUAKE LAKE VISITOR CENTER). VISITORS TO YELLOWSTONE NATIONAL PARK AND THE SURROUNDING AREA PURCHASED PLANNING MATERIALS, GAMES, ART, APPAREL, OUTDOOR GEAR, BOOKS AND COLLECTIBLES. SEVERAL OF THE ITEMS SOLD ARE ONE-OF-A-KIND OR PRODUCED DIRECTLY BY YF. ALL ITEMS ARE SOLD BY YF IN THE STORES ARE APPROVED BY THE NATIONAL PARK SERVICE AND HELP FOSTER A DEEPER UNDERSTANDING, APPRECIATION, AND ENJOYMENT OF YELLOWSTONE AND ITS SURROUNDING ECOSYSTEM. EVERY PURCHASE SUPPORTS VITAL PROJECTS AND PROGRAMS IN YELLOWSTONE NATIONAL PARK. 10645668 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 147 0 1 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO FL GA HI KS KY IL MD MA MI MN MS MO NJ NH NM NY NC OH OR PA RI SC TN UT WV WI ND VA X X X KRISTI MILLS 4068482840 PO BOX 1857 BOZEMAN MT 597711857 ANNIE GRAHAM DIRECTOR 3.00 X 0 0 0 ARIELLE PATRICK DIRECTOR 3.00 X 0 0 0 BOB ROWE DIRECTOR 3.00 X 0 0 0 CAROLYN HEPPEL SECRETARY 10.00 X X 0 0 0 DAVID YOUN DIRECTOR 3.00 X 0 0 0 DOUG SPENCER CHAIR OF THE BOARD 10.00 X X 0 0 0 ELIZABETH WEBB DIRECTOR 3.00 X 0 0 0 JACQUELINE ROONEY DIRECTOR 3.00 X 0 0 0 LISA DIEKMANN PRESIDENT & CEO 40.00 X X 264418 0 28185 MICHAEL SOLOT TREASURER 10.00 X X 0 0 0 NICHOLAS OLDS VICE CHAIR 10.00 X X 0 0 0 PAUL BERTELLI DIRECTOR 3.00 X 0 0 0 STEPHANIE TARBET DIRECTOR 3.00 X 0 0 0 SUSAN ROEDER DIRECTOR 3.00 X 0 0 0 TOM DETMER DIRECTOR 3.00 X 0 0 0 KRISTENA MILLS CHIEF FINANCE OFFICER 40.00 X 158824 0 22936 LINDSAY ROBB CHIEF OPERATING OFFICER 40.00 X 132306 0 7188 NINA NOVIKOFF CHIEF HUMAN RESOURCE OFFIC 40.00 X 148594 0 15480 OLESJA HOPPE REGIONAL DIRECTORY OF PHIL 40.00 X 125127 0 7341 SAMUEL BARKLEY CHIEF DEVELOPMENT OFFICER 40.00 X 142471 0 23472 WENDIE CARR CHIEF MARKETING OFFICER 40.00 X 155026 0 24203 1126766 0 128805 6 0 1 0 AVALON CONSULTING GROUP INC 805 15 STREET NW SUITE 700 WASHINGTON DC 20005 DIRECT MAIL CONTRACTOR 659473 1 7560 34389091 620594 34396651 TUITION AND CABIN FEES 611600 1694046 1694046 1694046 1591769 1591769 102113 0 102113 102113 102113 4032706 13621 3800072 0 232634 13621 246255 246255 99572 72010 27562 27562 7018991 3329403 3689588 3689588 OTHER REVENUE 900099 73601 73601 73601 41821585 5559348 0 1865586 5770899 5770899 537261 273755 140973 122533 4708184 2745438 1193919 768827 171725 46015 93264 32446 373774 143786 162677 67311 499581 215027 204780 79774 37544 24365 12519 660 45436 45436 1642212 1642212 45362 45362 47749 2849 13503 31397 145409 64725 60801 19883 386405 144161 235567 6677 405710 123095 157800 124815 471935 281761 188017 2157 208377 96725 33461 78191 68712 68712 463699 216579 247120 BANK/MERCHANT FEES 308392 204715 9061 94616 HUMAN RESOURCES 195393 109276 77579 8538 EDUCATIONAL PROGRAMS 154675 154675 BAD DEBT 127000 127000 104541 27822 76719 16919975 10645668 2990551 3283756 7323348 4410254 16337227 42712612 3210779 2907633 321834 228396 1031003 1339557 175112 335442 17202757 7583769 8113665 9618988 9021619 8937700 29694 23654 151294 0 45715575 70514236 1429057 1051418 14782 13674 263683 346346 167206 0 1874728 1411438 X 23050970 26211884 20789877 42890914 43840847 69102798 45715575 70514236 24901610 360341 0 X X 0 1 X 1 0 X 9402473 21185231 17638959 15526996 34396651 98150310 9402473 21185231 17638959 15526996 34396651 98150310 98150310 60676 152282 316251 1272600 1693882 3495691 27136 15518 7350 8851 73601 132456 101778457 12960841 0.96440 0.97330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1468712 61015 159421 25674 1663474 1944693 40000 261694 777675 1468712 2043524 100000 -181536 17295 1944693 1771603 262782 29449 20310 2043524 2805586 97477 174295 1305755 1771603 0.02142 0.82244 0.15614 0 0 2284844 2284844 10715253 4599381 6115872 1575505 1282113 293392 2288731 1702275 586456 338424 338424 9618988 MONEY MARKET FUNDS 316980 F FIXED-INCOME MUTUAL FUNDS 4263306 F EQUITY-MUTUAL FUNDS 4357414 F 8937700 42703826 360341 495252 26648 882241 41821585 0 41821585 17441875 495252 26648 521900 16919975 0 16919975 PART V, LINE 4: EARNINGS FROM YF'S ENDOWMENT FUNDS ARE USED TO SUPPORT YELLOWSTONE NATIONAL PARK AND VISITOR EDUCATION PROGRAMING. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -45,362. DIRECT FUNDRAISING EXPENSE 72,010. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -45,362. DIRECT FUNDRAISING EXPENSE 72,010. X X X X X X X 1 AVALON CONSULTING GROUP 805 15TH STREET NW SUITE 700 WASHINGTON DC 20005 MANAGED DIRECT MAIL AND DIGITAL FUNDRAISING EFFORTS FOR YELL 0 4135481 447798 3687683 4135481 447798 3687683 AL AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS MO NC NH NJ NM NY OH OR PA RI SC TN UT VA WI WA WV OK ND NV ME AK OLD FAITFUL SOCIETY EVENT 84742 84742 3632 56151 5945 5904 YOUNG PATRONS 14830 14830 378 99572 99572 3632 56151 5945 6282 72010 27562 1 NATIONAL PARK SERVICE PO BOX 168 YELLOWSTONE NATIONAL P WY 82190 530197094 170(C)(1) 2288632 0 FULFILL PARK PRIORITIES 1 PART I, LINE 2 YELLOWSTONE FOREVER MONITORS THE USE OF FUNDS BY THE GOVERNMENT (YELLOWSTONE NATIONAL PARK AND US FOREST SERVICE) THROUGH AN ANNUAL GRANT CYCLE THAT BEGINS WITH PROJECTS SUBMITTED BY THE PARK FOR FUNDING CONSIDERATION. ONCE THE PROJECTS ARE SELECTED BY THE PROJECTS COMMITTEE, A BOARD COMMITTEE, THE SLATE OF PROJECTS IS PRESENTED TO THE FULL BOARD AND BECOME THE FUNDRAISING GOAL FOR YF'S NEXT SUBSEQUENT FISCAL YEAR. ONCE THE FUNDS ARE RAISED THEY ARE AVAILABLE FOR THE PARK'S USE AT THE START OF THEIR FOLLOWING FISCAL YEAR. USFS FUNDS ARE AVAILABLE AT THE END OF EACH FISCAL YEAR BASED AS CALCULATED BY SALES FROM THE QUAKE LAKE STORE. THE USE OF BOTH OF THESE FUNDS ARE REVIEWED AND TRACKED THROUGH REQUISITION FORMS, REQUISITION REQUEST FOR DISBURSEMENT OF FUNDS, AND REQUIRE REVIEW AND APPROVAL BY MULTIPLE LEVELS OF THE NATIONAL PARK SERVICE. THE CHIEF FINANCIAL OFFICER OF YELLOWSTONE FOREVER REVIEWS EACH APPROVED REQUISITION REQUEST FOR VERIFICATION THAT EACH EXPENDITURE COMPLIES WITH YELLOWSTONE FOREVER'S MISSION, GUIDELINES, AND OTHER REQUIRMENTS PRIOR TO THE DISBURSEMENT OF ANY FUNDS. YELLOWSTONE FOREVER AND PARK STAFF CONTINUE TO MEET REGULARLY THROUGHOUT THE YEAR TO TRACK THE PROGRESS OF FUNDED PROJECTS, MONITOR ANY CHANGES TO THOSE PRIORITIES, AND IDENTIFY AND WORK TOGETHER TO ADDRESS NEW ONES IN SUPPORT OF THE PARK WHERE AND AS THEY ARISE. PROVIDING REGULAR REPORTS BACK TO YELLOWSTONE FOREVER'S BOARD OF DIRECTORS IN THE PROCESS. X X X X X 0 0 0 0 0 0 0 0 0 LISA DIEKMANN PRESIDENT & CEO 260581 0 3837 0 0 0 13343 0 14842 0 292603 0 0 0 KRISTENA MILLS CHIEF FINANCE OFFICER 154987 0 3837 0 0 0 8295 0 14641 0 181760 0 0 0 WENDIE CARR CHIEF MARKETING OFFICER 151189 0 3837 0 0 0 8314 0 15889 0 179229 0 0 0 SAMUEL BARKLEY CHIEF DEVELOPMENT OFFICER 138634 0 3837 0 0 0 7692 0 15780 0 165943 0 0 0 NINA NOVIKOFF CHIEF HUMAN RESOURCE OFFIC 144757 0 3837 0 0 0 7514 0 7966 0 164074 0 0 0 X 15 318582 FMV AT DATE OF GIFT X EQUIPMENT 1 157360 FAIR MARKET VALUE X CAMPUS SUPPLIES 1 144653 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B YELLOWSTONE FOREVER WORKS CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM AND MEMBERS OF SENIOR MANAGEMENT TO REVIEW THE FINAL DRAFT OF THE RETURN PRIOR TO ITS SUBMISSION TO THE IRS. AFTER STAFF DOES AN INITIAL REVIEW OF THE DRAFT, THE FINANCE AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING THE COMPLETE COPY OF THE FINAL RETURN BEFORE FILING THE RETURN WITH THE IRS. THAT COPY IS PRESENTED TO THE FULL BOARD OF DIRECTORS AT THE FALL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, COMMITTEE MEMBERS, AND KEY STAFF MAKE ANNUAL CONFLICT OF INTEREST DISCLOSURES IN ORDER TO IDENTIFY AND MANAGE CONFLICTS OF INTEREST WHEN THEY ARISE, IF A CONFLICT OF INTEREST IS PRESENT, BEFORE THE BOARD OR COMMITTEE TAKES AN ACTION, A DIRECTOR, COMMITTEE MEMBER, OR KEY STAFF MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES TO THE MEETING. SHOULD A CONFLICT OF INTEREST BE RAISED, THE BOARD OR COMMITTEE WILL REVIEW THE CONFLICT OF INTEREST POLICY AND TAKE NECESSARY STEPS, INCLUDING RECUSING THE BOARD MEMBER, COMMITTEE MEMBER, OR KEY STAFF, PRIOR TO DISCUSSION AND VOTING ON THE AGENDA ITEM. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO IS HIRED BY THE BOARD OF DIRECTORS UNDER THE DIRECTION OF THE CHAIRMAN OF THE BOARD. FOR RECRUITING AND HIRING THE CURRENT PRESIDENT & CEO FOR YELLOWSTONE FOREVER THE BOARD OF DIRECTORS EMPLOYED A NATIONAL RECRUITING FIRM TO CONDUCT A SEARCH, FACILITATE BENCHMARKING THE POSITION ACCORDING TO THE SKILL SET AND REQUIREMENTS THAT THE BOARD DETERMINED THEY WANTED FOR THE ROLE. COMPENSATION AND BENEFITS FOR THE PRESIDENT & CEO POSITION IS DETERMINED BY THE BOARD OF DIRECTORS. COMPENSATION FOR EMPLOYEES AND OFFICERS OF THE ORGANIZATION IS DETERMINED BY BENCHMARKING POSITIONS USING INDUSTRY STANDARD SALARY BENCHMARKING SOFTWARE. THERE ARE TWO SOFTWARE SUBSCRIPTIONS THAT YF HAS USED TO FACILITATE BENCHMARKING POSITIONS PAYSCALE AND SALARY.COM COMPANALYST. WE CURRENTLY USE SALARY.COM COMPANALYST. BENCHMARKING OF ROLES WAS PERFORMED BY THE DIRECTOR OF HUMAN RESOURCES (OR THEIR DESIGNEE). FACTORS USED IN BENCHMARKING ROLES INCLUDE: JOB DESCRIPTIONS AND KEY RESPONSIBILITIES, LEVEL OF EXPERIENCE, CANDIDATE/TALENT POOL (I.E. NATIONAL NON-PROFIT OR REGIONAL NON-PROFIT, ETC.). ONCE THE POSITION WAS BENCHMARKED AT THE APPROPRIATE SALARY RANGE, THE HR DIRECTOR WOULD WORK WITH THE PRESIDENT OR DEPARTMENT LEAD TO RECRUIT AND HIRE FOR THE POSITION ACCORDING TO THE ESTABLISHED RANGE, AND ENSURE THAT THERE WAS SUBSTANTIATING DOCUMENTATION (APPLICATION AND/OR RESUME). MORE RECENTLY WE HAVE ESTABLISHED OPERATING PRINCIPLES AND BEST PRACTICES TO HIRE WITHIN THE 25 TO 50 PERCENTILE TO FURTHER DRIVE CONSISTENCY IN APPLYING BENCHMARKING DATA TO THE HIRING/RECRUITING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, THE ANNUAL AUDITED FINANCIAL STATEMENTS, FORM 990 AND ANNUAL REPORT ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. FORM 990 PART XII 2C THE ORGANIZATION HAS A FINANCE AND AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.