2026-04-21T14:59:35-05:00 2023-12-31 480567703 PINION LLC 21 10TH STREET SOUTH GREAT FALLS MT 59401 990 2023-01-01 810232188 BOY SCOUTS OF AMERICA NATIONAL TRUST - M BOYS 4067616000 820 17TH AVE S GREAT FALLS MT 59405 JORY DELLINGER SCOUT EXECUTIVE 4067616000 2026-02-10 1 0 MEGAN CONNORS P01372761 4067270888 2026-02-10 2023 2025-03-06 01:10:19Z X JORY DELLINGER 820 17TH AVE S GREAT FALLS MT 59405 2762698 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. 41 41 0 41 0 0 3531144 251807 0 0 420613 404154 0 0 3951757 655961 3240701 189332 0 0 51665 53442 0 0 0 0 0 3292366 242774 659391 413187 9845956 11313076 0 0 9845956 11313076 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 189332 189332 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. 189332 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 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 41 41 1 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 GREG BEACH IMMEDIATE PAST PRESIDENT 0.25 7.00 X 0 0 0 SCOTT HOOPER COMMISSIONER 0.25 2.00 X 0 0 0 TOM BURKHART VP PROGRAM 0.25 2.00 X 0 0 0 PATTI SCANLAN COUNCIL MEMBER 0.25 2.00 X 0 0 0 WALT MCINTOSH PRESIDENT 0.25 2.00 X X 0 0 0 KURT KRUEGER VP GOVERNANCE 0.25 2.00 X 0 0 0 TONY SCHOONEN COUNCIL MEMBER 0.25 2.00 X 0 0 0 ANDREW LIEBMANN VP MEMBERSHIP 0.25 2.00 X 0 0 0 JOHN MANZ COUNCIL MEMBER 0.25 2.00 X 0 0 0 MARY MATELICH VP MARKETING 0.25 3.00 X 0 0 0 BRANT BAILEY VP STRATEGY 0.25 2.00 X 0 0 0 KIM BORTZ VPDO EASTERN 0.25 2.00 X 0 0 0 DAVID GRAY COUNCIL MEMBER 0.25 2.00 X 0 0 0 DALE OLINGER TREASURER & 1ST VP 0.25 2.00 X X 0 0 0 KARL RUDBACH LEGAL COUNSEL 0.25 2.00 X 0 0 0 CHUCK EUBANK NATIONAL REPRESENTATIVE 0.25 2.00 X 0 0 0 ROGER SANTALA BLACK OTTER CHAIRMAN 0.25 2.00 X 0 0 0 SILAS COUNTS SHORTGRASS CHAIRMAN 0.25 2.00 X 0 0 0 TINA O'DONNELL MOUNTAIN VALLEY CHAIRMAN 0.25 2.00 X 0 0 0 MICHAEL HAMMER VIGILANTE CHAIRMAN 0.25 2.00 X 0 0 0 AARON MEIS PRICKLY PEAR CHAIRMAN 0.25 2.00 X 0 0 0 TOM SWARD NORTHWEST CHAIRMAN 0.25 2.00 X 0 0 0 GRACE FRIEND MULLAN TRAIL CHAIRMAN 0.25 2.00 X 0 0 0 ED HANSON CENTRAL CHAIRMAN 0.25 2.00 X 0 0 0 AMY RUTHERFORD BUFFALO PLAINS CHAIRMAN 0.25 2.00 X 0 0 0 PAUL NUGENT HI-LINE CHAIRMAN 0.25 2.00 X 0 0 0 BOB DRUMMOND LEWIS & CLARK CHAIRMAN 0.25 2.00 X 0 0 0 JOY FLEMING BADLANDS CHAIRMAN 0.25 2.00 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 JEFFERY 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 FR LEO MCDOWELL 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 EX OFFICIO BOARD MEM RISK 0.25 2.00 X 0 0 0 KELLIE GARDNER VP ADMINISTRATION 0.25 2.00 X 0 0 0 CORY KEITH VPDO WESTERN 0.25 2.00 X 0 0 0 STEVE KOSKI COUNCIL MEMBER 0.25 2.00 X 0 0 0 AIDEN WOSOBA OA LODGE CHIEF 0.25 2.00 X 0 0 0 FIRST INTERSTATE WEALTH MANAGEMENT TRUSTEE 3.00 X 53442 5279 0 JORY DELLINGER SCOUT EXECUTIVE 0.25 55.00 X 0 195561 26383 53442 200840 26383 0 0 1 0 0 121791 130016 251807 336922 336922 2173969 2106737 67232 67232 67232 655961 0 0 404154 189332 189332 53442 53442 242774 189332 53442 0 3686210 902253 6159746 10410823 9845956 11313076 0 0 X 240789 54829 9605167 11258247 9845956 11313076 9845956 11313076 413187 1053933 0 X X 0 1 X 1 0 X X X 1 BOY SCOUTS OF AMERICA MONTANA COUNCIL 810343177 7 1 189332 0 1 189332 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 9845956 251807 1458087 189332 53442 11313076 11346977 3531144 -1739799 3240701 51665 9845956 10428237 87405 1257513 369466 56712 11346977 11394343 91347 1093484 2100000 50937 10428237 8861502 75229 2457612 11394343 0.09000 0.89000 0.02000 0 0 0 0 MONTANA COUNCIL #315 - BOY SCOUTS OF AMERICA 820 17TH AVE SOUTH GREAT FALLS MT 59405 810343177 501(C)(3) 189332 0 SUPPORT SCOUTING X X 0 0 0 0 0 0 0 0 0 JORY DELLINGER SCOUT EXECUTIVE 0 195276 0 0 0 285 0 16301 0 10082 0 221944 0 0 FORM 990, PART VI, SECTION A, LINE 2 KIM BORTZ, VPDO AND COUNCIL MEMBER, AND KORY BARTZ, COUNCIL MEMBER, ARE MARRIED. BOARD MEMBERS FRANCES HEPPLER AND LYNN HEPPLER ARE MARRIED. 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. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS REVIEWS AND APPROVES APPROVES THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. FORM 990, PART XII, LINE 2B: ANSWERED YES IN AMENDED RETURN AS AUDIT OF CONSOLIDATED FINANCIAL STATEMENTS HAS BEEN COMPLETED SINCE FILING ORIGINAL RETURN. SCHEDULE J PART I LINE 3 ADDED METHODS USED TO ESTABLISH EXECUTIVE DIRECTOR COMPENSATION. SCHEDULE J PART II LINES (1)(B)(I), (1)(B)(III), (1)(C), 1(D), AND 1(E) UPDATE OR ADD AMOUNTS THAT WERE EXCLUDED OR INCORRECT ON ORIGINAL RETURN. PART I LINES 3, 5, 6 NUMBER OF VOTING AND INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY CORRECTED BASED ON REVIEW AND ADDITIONAL INFORMATION RECEIVED AFTER ORIGINAL RETURN FILED. PART VI SECTION A. LINES 1A, 1B, 2 NUMBER OF VOTING AND INDEPENDENT VOTING MEMBERS OF THE GOVERNING BODY CORRECTED BASED ON REVIEW AND ADDITIONAL INFORMATION RECEIVED AFTER ORIGINAL RETURN FILED. NOTED MEMBERS OF THE GOVERNING BODY IN A FAMILY RELATIONSHIP AND UPDATED RESPONSE TO 2 TO YES. PART VII SECTION A. COLUMN (C) OFFICERS WERE UPDATED IN THE AMENDED RETURN. PART VII SECTION A. COLUMN (D), (E), AND (F) AMOUNTS UPDATED TO CORRECT ERRORS OR ADD AMOUNTS EXCLUDED ON THE ORIGINAL RETURN. SCHEDULE D PART V LINES 2A, 2B, AND 2C UPDATED PERCENTAGES REPORTED ON ORIGINAL RETURN. 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