2024-11-15T12:54:53-06:00 2022-12-31 480567703 PINION LLC 21 10TH STREET SOUTH GREAT FALLS MT 59401 990 2022-01-01 810232188 BOY SCOUTS OF AMERICA NATIONAL TRUST - M BOYS 4067616000 820 17TH AVE S GREAT FALLS MT 59405 CASEY DAWSON TRUSTEE 4067616000 2024-11-12 1 0 MEGAN CONNORS P01372761 4067270888 2024-08-27 2022 2024-10-15 13:58:12Z X CASEY DAWSON 820 17TH AVE S GREAT FALLS MT 59405 8774340 0 X N/A X 1971 MT THE EXECUTIVE BOARD OF THE MONTANA COUNCIL OF THE BOY SCOUTS OF AMERICA #315 HAS APPROVED THE CREATION AND ESTABLISHMENT OF THE BOY SCOUTS OF AMERICA - MONTANA COUNCIL TRUST FOR THE BENEFIT OF SCOUTING IN THE TERRITORY COVERED BY THE LOCAL COUNCIL CHARTER, FOR THE GENERAL PURPOSE STATED IN THE ACT OF CONGRESS APPROVED JUNE 15, 1916, CREATING THE BOY SCOUTS OF AMERICA. 45 43 0 45 0 0 87405 3531144 0 0 1092101 420613 0 0 1179506 3951757 369466 3240701 0 0 56712 51665 0 0 0 0 0 426178 3292366 753328 659391 11346977 9845956 0 0 11346977 9845956 X THE EXECUTIVE BOARD OF THE MONTANA COUNCIL OF THE BOY SCOUTS OF AMERICA #315 HAS APPROVED THE CREATION AND ESTABLISHMENT OF THE BOY SCOUTS OF AMERICA - MONTANA COUNCIL TRUST FOR THE BENEFIT OF SCOUTING IN THE TERRITORY COVERED BY THE LOCAL COUNCIL CHARTER, FOR THE GENERAL PURPOSE STATED IN THE ACT OF CONGRESS APPROVED JUNE 15, 1916, CREATING THE BOY SCOUTS OF AMERICA. 0 0 3240701 3240701 PROVIDED SUPPORT TO THE PROGRAMS OF THE MONTANA COUNCIL OF THE BOY SCOUTS OF AMERICA #315, WHO MISSION IS TO PROMOTE THE ABILITY OF BOY AND YOUNG MEN AND WOMEN TO DO THINGS FOR THEMSELVES AND OTHERS, TRAINING THEM IN SCOUTCRAFT, AND TEACHING THEM ABOUT PATRIOTISM, COURAGE, SELF-RELIANCE, AND KINDRED VIRTUES, USING METHODS WHICH ARE NOW IN COMMON USE BY THE BOY SCOUTS OF AMERICA. 3240701 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 45 43 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 4067616000 820 17TH AVE S GREAT FALLS MT 59405 DIRK SMITH SCOUT EXECUTIVE 0.25 55.00 X X 0 129651 12047 JORY DELLINGER SCOUT EXECUTIVE 0.25 55.00 X X 0 184795 26387 GREG BEACH PRESIDENT 0.25 7.00 X X 0 0 0 WALT MCINTOSH 1ST VICE PRESIDENT 0.25 2.00 X X 0 0 0 GARY ELY COMMISSIONER 0.25 2.00 X X 0 0 0 DAVID ROSULEK VP DEVELOPMENT 0.25 3.00 X X 0 0 0 BRANT BAILEY VP STRATEGY 0.25 2.00 X X 0 0 0 TOM BURKHART VP PROGRAM 0.25 2.00 X X 0 0 0 KELLIE GARDNER VP ADMINISTRATION 0.25 2.00 X X 0 0 0 KURT KRUEGER VP GOVERNANCE 0.25 2.00 X X 0 0 0 MARY MATELICH VP MARKETING 0.25 2.00 X X 0 0 0 ANDREW LIEBMANN VP MEMBERSHIP 0.25 2.00 X X 0 0 0 KIM BORTZ VPDO EASTERN 0.25 2.00 X X 0 0 0 DAVID GRAY VPDO WESTERN 0.25 2.00 X X 0 0 0 DALE OLINGER TREASURER 0.25 2.00 X X 0 0 0 KARL RUDBACH LEGAL COUNSEL 0.25 2.00 X X 0 0 0 CHUCK EUBANK PAST PRESIDENT 0.25 2.00 X X 0 0 0 MIKE WALZ BLACK OTTER CHAIRMAN 0.25 2.00 X X 0 0 0 SILAS COUNTS SHORTGRASS CHAIRMAN 0.25 2.00 X X 0 0 0 JOY FLEMING BADLANDS CHARIMAN 0.25 2.00 X X 0 0 0 TINA O'DONNELL MOUTAIN VALLEY CHAIRMAN 0.25 2.00 X X 0 0 0 MICHAEL HAMMER VIGILANTE CHAIRMAN 0.25 2.00 X X 0 0 0 LEROY WOSOBA PRICKLY PEAR CHAIRMAN 0.25 2.00 X X 0 0 0 TOM SWARD NORTHWEST CHAIRMAN 0.25 2.00 X X 0 0 0 STEVE KOSKI MULLAN TRAIL CHAIRMAN 0.25 2.00 X X 0 0 0 ED HANSON CENTRAL CHAIRMAN 0.25 2.00 X X 0 0 0 JAMES LAYTON BUFFALO PLAINS CHAIRMAN 0.25 2.00 X X 0 0 0 PAUL NUGENT HI-LINE CHAIRMAN 0.25 2.00 X X 0 0 0 TOM LYNCH LEWIS & CLARK CHAIRMAN 0.25 2.00 X X 0 0 0 KORY BORTZ COUNCIL MEMBER 0.25 2.00 X 0 0 0 STEVE BOWEN COUNCIL MEMBER 0.25 2.00 X 0 0 0 DAVID BROWN COUNCIL MEMBER 0.25 2.00 X 0 0 0 JEFF GREEN COUNCIL MEMBER 0.25 2.00 X 0 0 0 FRANCES HEPPLER COUNCIL MEMBER 0.25 2.00 X 0 0 0 LYNN HEPPLER COUNCIL MEMBER 0.25 2.00 X 0 0 0 CORY KEITH COUNCIL MEMBER 0.25 2.00 X 0 0 0 SEAN LYNCH COUNCIL MEMBER 0.25 2.00 X 0 0 0 JOHN MANZ COUNCIL MEMBER 0.25 2.00 X 0 0 0 FR LEO MCDOWELL COUNCIL MEMBER 0.25 2.00 X 0 0 0 PATTI SCANLAN COUNCIL MEMBER 0.25 2.00 X 0 0 0 ELMER PALMER COUNCIL MEMBER 0.25 2.00 X 0 0 0 TONY SCHOONEN COUNCIL MEMBER 0.25 2.00 X 0 0 0 JACK SHERICK COUNCIL MEMBER 0.25 2.00 X 0 0 0 JACK WALTON COUNCIL MEMBER 0.25 2.00 X 0 0 0 BRAD ISBELL COUNCIL MEMBER 0.25 2.00 X 0 0 0 FIRST INTERSTATE WEALTH MANAGEMENT TRUSTEE 3.00 0.00 X 51665 5164 0 51665 319610 38434 0 0 1 0 0 3531144 3531144 262794 262794 4980402 4822583 157819 157819 157819 3951757 0 0 420613 3240701 3240701 51665 51665 3292366 3240701 51665 0 3686210 11346977 6159746 11346977 9845956 0 0 X 240789 11346977 9605167 11346977 9845956 11346977 9845956 659391 -2160412 0 X X 0 1 X 1 0 X X X 1 BOY SCOUTS OF AMERICA MONTANA COUNCIL 810343177 7 1 3240701 0 1 3240701 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11346977 3531144 -1739799 3240701 51665 9845956 10428237 87405 1257513 369466 56712 11346977 11394343 91347 1093484 2100000 50937 10428237 8861502 75229 2457612 11394343 9512319 207350 -637222 177640 43305 8861502 0.05000 0.95000 0 0 0 0 MONTANA COUNCIL #315 - BOY SCOUTS OF AMERICA 820 17TH AVE SOUTH GREAT FALLS MT 59405 810343177 501(C)(3) 3240701 0 SUPPORT SCOUTING 1 0 0 0 0 0 0 0 0 0 JORY DELLINGER SCOUT EXECUTIVE 0 184795 0 0 0 0 0 0 0 26387 0 211182 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE EXECUTIVE BOARD OF THE MONTANA COUNCIL #315 OF THE BOY SCOUTS OF AMERICA (THE COUNCIL), HAVING ESTABLISHED AND CREATED MONTANA COUNCIL TRUST FUND (THE FUND), SHALL BE ITS GOVERNING BODY. THE COUNCIL HAS THE POWER TO APPOINT AND DISCHARGE THE TRUSTEE AS IT DEEMS APPROPRIATE AND, SUBJECT TO THE PROVISIONS OF THE CHARTER, BYLAWS, AND RULE AND REGULATIONS OF THE BOY SCOUTS OF AMERICA, GIVES BROAD POWERS TO THE TRUSTEE, AS ENUMERATED IN THE AGREEMENT OF THE TRUST, TO ADMINISTER THE FUND. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS MAY ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ACTIVE MEMBERS OF THE MONTANA COUNCIL #315 MAY ELECT MEMBERS-AT-LARGE, REGULAR MEMBERS OF THE EXECUTIVE BOARD, AND OFFICERS OF THE COUNCIL OTHER THAN THE SCOUT EXECUTIVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 RETURN IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE BEFORE SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE EXECUTIVE BOARD REQUIRES ALL MEMBERS TO PROVIDE WRITTEN NOTIFICATION OF ANY POTENTIAL CONFLICTS OF INTEREST. IF ANY CONFLICTS ARISE DURING THE COURSE OF THE YEAR, THE BOARD MEMBER IS TO NOTIFY THE SCOUT EXECUTIVE. IF ANY CONFLICTS DID EXIST, THE BOARD WOULD DECIDE ON AN APPROPRIATE COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE MONTANA COUNCIL USES A COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION FOR ITS SCOUT EXECUTIVE(THE TOP MANAGEMENT OFFICAL). THE COMMITTEE OF SIX INDIVIDUALS ARE SELECTED BY THE COUNCIL PRESIDENT. THE COMMITTEE USES NATIONAL BOY SCOUTS PAY RANGE GUIDELINES TO ASSIST IN DETERMINING COMPENSATION FOR THE SCOUT EXECUTIVE. FACTORS SUCH AS PERFORMANCE, EXPERIENCE AND RESPONSIBILITIES ARE CONSIDERED. AFTER DOCUMENTING ITS APPROVAL, THE COMPENSATION AMOUNTS ARE SENT TO THE PRESIDENT OF THE COUNCIL FOR IMPLEMENTATION. DURING THE ANNUAL BUDGETING PROCESS, THE EXECUTIVE BOARD REVIEWS THE REASONABLENESS OF THE FEES CHARGED BY THE TRUSTEE BASED ON THE INVESTMENT POLICY APPROVED BY THE EXECUTIVE BOARD TO SET A REALISTIC TARGET FOR INCOME, AND A BENCHMARK AND TIMELINE FOR COMPARISON, TO HOLD THE TRUSTEE ACCOUNTABLE. FORM 990, PART VI, SECTION C, LINE 18 THE TRUST FUND IS INCLUDED IN THE GROUP EXEMPTION FILING OF THE NATIONAL COUNCIL, BOY SCOUTS OF AMERICA, AND THEREFORE DOES NOT FILE FORM 1023. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S POLICY REGARDING DISCLOSURE OF GOVERNING DOCUMENT, POLICIES, AND FINANCIAL STATEMENTS FOLLOWS THAT OF THE MONTANA COUNCIL #315, WHICH IS THAT IF THE GOVERNING DOCUMENTS AND POLICIES OF THE COUNCIL ARE SUBJECT TO THE FEDERAL PUBLIC DISCLOSURE RULES (OR STATE PUBLIC DISCLOSURE RULES), THESE DOCUMENTS WILL BE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND POLICIES WILL BE PROVIDED AT THE DISCRETION OF MANAGEMENT. PART XII LINE 2C THE BOARD OF DIRECTORS REVIEWS AND APPROVES APPROVES THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. PART XII LINE 2B ANSWERED YES IN AMENDED RETURN AS AUDIT OF CONSOLIDATED FINANCIAL STATEMENTS HAS BEEN COMPLETED SINCE FILING ORIGINAL RETURN. MONTANA COUNCIL #315 - BOY SCOUTS OF AMERICA 820 17TH AVE SOUTH GREAT FALLS MT 59405 810343177 SCOUTING MT 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MONTANA COUNCIL #315 - BOY SCOUTS OF AMERICA B 3240701 FMV