WEST YELLOWSTONE FOUNDATION

EIN: 810494366 501(c)(3) Community Improvement

WEST YELLOWSTONE, MT

Total Revenue
$615,197
Total Expenses
$614,861
Total Assets
$2,654,817
Net Assets
$2,651,381
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
MT
Phone
4066400038
Tax Period
2024-07-01 to 2025-06-30

WEST YELLOWSTONE FOUNDATION, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $615K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Net assets of $2.7M represent 52 months of operating reserves.

Mission

TO STRENGTHEN THE SENSE OF COMMUNITY AND TO ENHANCE THE ECONOMIC VITALITY IN WEST YELLOWSTONE AND HEBGEN LAKE BASIN, MONTANA.

Program Service Accomplishments

Program 1
Expenses: $208,032

AWARDED GRANTS TO LOCAL ORGANIZATIONS.

Program 2
Expenses: $164,708 Revenue: $13,263

OPERATES A 12 PASSENGER BUS AND 7 PASSENGER VAN THAT CARRIES ELDERLY, HANDICAPPED, AND NEEDY TO MEDICAL SERVICES 90 MILES FROM THE RURAL COMMUNITY OF WEST YELLOWSTONE, MT. THE BUS AND SUV CONDUCTED...

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OPERATES A 12 PASSENGER BUS AND 7 PASSENGER VAN THAT CARRIES ELDERLY, HANDICAPPED, AND NEEDY TO MEDICAL SERVICES 90 MILES FROM THE RURAL COMMUNITY OF WEST YELLOWSTONE, MT. THE BUS AND SUV CONDUCTED OVER 1,100 PASSENGER TRIPS THIS YEAR.

Program 3
Expenses: $147,000

AWARDED SCHOLASTIC SCHOLARSHIPS TO LOCAL HIGH SCHOOL GRADUATES ATTENDING POST HIGH SCHOOL CLASSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $584,918
Program Service Revenue $13,263
Investment Income $34,165
Other Revenue $-17,149
TOTAL REVENUE $615,197

Expense Breakdown

Grants Paid $163,186
Salaries & Benefits $136,105
Fundraising Expenses $0
Program Expenses $519,740
Other Expenses $315,570
TOTAL EXPENSES $614,861

Year-over-Year Comparison

2024 2023 Change
Revenue $615,197 $462,736 +0.3%
Expenses $614,861 $490,014 +0.3%
Net Income $336 $-27,278 -1.0%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
7
Volunteers
35

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$92,177
Total Directors
13
$92,177
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROLINE COAN Executive Dir. 40.00
Officer Director
$92,177 $0 $92,177
JANNA TURNER VICE CHAIR 0.50
Officer Director
$0 $0 $0
KEVIN FLANAGAN BOARD MEMBER 0.50
Director
$0 $0 $0
AMBER SMITH Treasurer 2.00
Officer Director
$0 $0 $0
CAROL SHESTAG Secretary 0.50
Officer Director
$0 $0 $0
STEPHANIE SIEGEL Director 0.50
Director
$0 $0 $0
LIZ WATT BOARD MEMBER 0.50
Director
$0 $0 $0
LESLIE STOLTZ BOARD MEMBER 0.50
Director
$0 $0 $0
MICHELE GARRETT BOARD MEMBER 0.50
Director
$0 $0 $0
RON FORSBERG BOARD MEMBER 0.50
Director
$0 $0 $0
MELISSA DARNELL BOARD MEMBER 0.50
Director
$0 $0 $0
BETH SERNIAK BOARD CHAIR 0.50
Officer Director
$0 $0 $0
YESSIKA VEGA BOARD MEMBER 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $615,197 $614,861 $2,654,817 $336
2024 $462,736 $490,014 $2,255,726 $-27,278
2023 $356,140 $536,513 $1,922,479 $-180,373
2022 $476,134 $469,515 $1,796,160 $6,619
2021 $329,656 $266,732 $1,890,697 $62,924
2020 $371,793 $325,566 $1,455,829 $46,227
2019 $317,993 $341,563 $1,310,563 $-23,570
2018 $406,185 $658,159 $1,291,511 $-251,974
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