Nonprofit · EIN 47-5427975
YELLOWSTONE FOREVER
Tax-exempt · BOZEMAN, MT 59771
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990 | $34,471,459 | $25,810,384 | $8,661,075 | $81,873,538 | $3,312,722 | $78,560,816 |
| February 28, 2025 | 990 | $41,821,585 | $16,919,975 | $24,901,610 | $70,514,236 | $1,411,438 | $69,102,798 |
| February 29, 2024 | 990 | $21,308,600 | $14,470,123 | $6,838,477 | $45,715,575 | $1,874,728 | $43,840,847 |
Financial details: 990 for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $25,096,994
- Program service revenue
- $2,020,869
- Investment income
- $2,503,146
- Net rental income
- $84,065
- Net gain from sales of assets
- $182,108
- Net income from fundraising events
- -$113,528
- Net income from sales of inventory
- $4,860,530
- Other revenue
- $4,850,450
Expenses
- Grants and similar amounts paid
- $12,545,900
- Compensation of officers, directors and key employees
- $1,148,259
- Other salaries and wages
- $5,156,265
- Salaries, compensation and benefits (total)
- $7,553,173
- Professional fundraising fees
- $687,982
- Legal fees
- $25,729
- Accounting fees
- $71,296
- Occupancy
- $510,688
- Travel
- $293,478
- Depreciation
- $604,085
- Program services (functional)
- $18,739,399
- Management and general (functional)
- $3,485,554
- Fundraising (functional)
- $3,585,431
Balance sheet and other
- Total assets, start of year
- $70,514,236
- Total assets, end of year
- $81,873,538
- Total liabilities, end of year
- $3,312,722
- Net assets, end of year
- $78,560,816
- Land, buildings and equipment
- $9,766,992
- Net assets without donor restrictions
- $31,027,704
- Net assets with donor restrictions
- $47,533,112
- Gross receipts
- $42,164,900
- Employees
- 150
- Volunteers
- 99
- Year formed
- 2015
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA DIEKMANN | PRESIDENT & CEO Trustee or director, Officer | 40 | $299,182 | $29,534 |
| KRISTENA MILLS | CHIEF OPERATING OFFICER Officer | 40 | $184,197 | $24,782 |
| WENDIE CARR | CHIEF MARKETING OFFICER Key employee | 40 | $159,881 | $24,904 |
| NINA NOVIKOFF | CHIEF PEOPLE OFFICER Key employee | 40 | $168,079 | $16,520 |
| SAMUEL BARKLEY | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $153,310 | $24,517 |
| AMANDA HAGERTY | CHIEF PROGRAM OFFICER Highest-paid employee | 40 | $137,102 | $22,343 |
| MICHAEL WRIGHT | IT DIRECTOR Highest-paid employee | 40 | $123,955 | $21,379 |
| ERICA CEROVSKI | DIRECTOR OF FINANCE Highest-paid employee | 40 | $128,222 | $14,870 |
| JOSEPH LUTTRELL | CHIEF RETAIL OFFICER Highest-paid employee | 40 | $126,920 | $13,115 |
| OLESJA HOPPE | REGIONAL DIRECTOR OF PHILANTHROPY Highest-paid employee | 40 | $128,996 | $7,846 |
| PAUL BERTELLI | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DEBBIE HEAD | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CAROLYN HEPPEL | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| NICHOLAS OLDS | VICE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ARIELLE PATRICK | DIRECTOR Trustee or director | 3 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN ROEDER | DIRECTOR Trustee or director | 3 | $0 |
| JACQUELINE ROONEY | DIRECTOR Trustee or director | 3 | $0 |
| BOB ROWE | DIRECTOR Trustee or director | 3 | $0 |
| MICHAEL SOLOT | TREASURER Trustee or director, Officer | 10 | $0 |
| DOUG SPENCER | CHAIR OF THE BOARD Trustee or director, Officer | 10 | $0 |
| STEPHANIE TARBET | DIRECTOR Trustee or director | 3 | $0 |
| ELIZABETH WEBB | DIRECTOR Trustee or director | 3 | $0 |
| DAVID YOUN | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended February 28, 2025: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA DIEKMANN | PRESIDENT & CEO Trustee or director, Officer | 40 | $264,418 | $28,185 |
| KRISTENA MILLS | CHIEF FINANCE OFFICER Officer | 40 | $158,824 | $22,936 |
| WENDIE CARR | CHIEF MARKETING OFFICER Highest-paid employee | 40 | $155,026 | $24,203 |
| SAMUEL BARKLEY | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $142,471 | $23,472 |
| NINA NOVIKOFF | CHIEF HUMAN RESOURCE OFFIC Highest-paid employee | 40 | $148,594 | $15,480 |
| LINDSAY ROBB | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $132,306 | $7,188 |
| OLESJA HOPPE | REGIONAL DIRECTORY OF PHIL Highest-paid employee | 40 | $125,127 | $7,341 |
| ANNIE GRAHAM | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ARIELLE PATRICK | DIRECTOR Trustee or director | 3 | $0 | $0 |
| BOB ROWE | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CAROLYN HEPPEL | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| DAVID YOUN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| DOUG SPENCER | CHAIR OF THE BOARD Trustee or director, Officer | 10 | $0 | $0 |
| ELIZABETH WEBB | DIRECTOR Trustee or director | 3 | $0 | $0 |
| JACQUELINE ROONEY | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MICHAEL SOLOT | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| NICHOLAS OLDS | VICE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| PAUL BERTELLI | DIRECTOR Trustee or director | 3 | $0 | $0 |
| STEPHANIE TARBET | DIRECTOR Trustee or director | 3 | $0 | $0 |
| SUSAN ROEDER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| TOM DETMER | DIRECTOR Trustee or director | 3 | $0 | $0 |
990 for the year ended February 29, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA DIEKMANN | PRESIDENT & CEO Trustee or director, Officer | 40 | $218,615 | $26,072 |
| WENDIE CARR | CHIEF MARKETING OFFICER Highest-paid employee | 40 | $142,928 | $23,483 |
| KRISTENA MILLS | CHIEF FINANCE OFFICER Officer | 40 | $143,076 | $22,154 |
| LINDSAY ROBB | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $148,740 | $7,100 |
| NINA NOVIKOFF | CHIEF HUMAN RESOURCE OFFICER Highest-paid employee | 40 | $126,901 | $12,113 |
| STEVE MOUNT | REGIONAL DIRECTOR OF PHILA Highest-paid employee | 40 | $124,529 | $14,281 |
| OLESJA HOPPE | REGIONAL DIRECTORY OF PHILANTHROPY Highest-paid employee | 40 | $113,557 | $6,722 |
| ANNIE GRAHAM | DIRECTOR Trustee or director | 3 | $0 | $0 |
| BOB ROWE | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CAROLYN HEPPEL | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| DOUG SPENCER | VICE-CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| ELIZABETH WEBB | DIRECTOR Trustee or director | 3 | $0 | $0 |
| JACQUELINE ROONEY | DIRECTOR Trustee or director | 3 | $0 | $0 |
| JOHN COSTELLO | DIRECTOR Trustee or director | 3 | $0 | $0 |
| KEVIN BUTT | CHAIRMAN Trustee or director, Officer | 10 | $0 | $0 |
| LAURA ORVIDAS | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MICHAEL SOLOT | DIRECTOR Trustee or director | 3 | $0 | $0 |
| SUSAN ROEDER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| TOM DETMER | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| NICHOLAS OLDS | DIRECTOR Trustee or director | 3 | $0 | $0 |
| ARIELLE PATRICK | DIRECTOR Trustee or director | 3 | $0 | $0 |
| STEPHANIE TARBET | DIRECTOR Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1857, BOZEMAN, MT 59771-1857
- In care of
- % ROGER W KEATON
- Mailing address (990-N for 2015)
- 222 East Main Street Suite 301, Bozeman MT 59715
- Principal officer (990 for 2025)
- LISA DIEKMANN, PO BOX 1857, BOZEMAN, MT 597711857
- Principal officer (990-N for 2015)
- Heather White, 222 East Main Street Suite 301, Bozeman MT 59715
- Signed the 990
- LISA DIEKMANN, PRESIDENT & CEO
- Phone
- (406) 848-2400
- Website
- www.yellowstone.org
- Return prepared by
- PINION LLC
Mission
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.
Program accomplishments
- 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 320,000 VISITORS EXPERIENCED THE CENTER. THE CENTER HOSTED 33 TRIBAL DEMONSTRATORS AND FEATURED A TOTAL OF 155 ARTIST DAYS. PRESENTERS REPRESENTED 19 OF THE 27 TRIBES ASSOCIATED WITH THE PARK. THROUGH DIVERSE DEMONSTRATIONS, THE CENTER PROVIDES A UNIQUE PLATFORM FOR CULTURAL EXCHANGE AND ENHANCING VISITOR UNDERSTANDING.Expenses $13,115,300 · grants $12,534,004
- 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 PROVIDES 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 4,273 VISITORS PARTICIPATED IN YF EDUCATIONAL PROGRAMS, RESULTING IN A TOTAL OF 54,531 CONTACT HOURS, DEMONSTRATING OUR SIGNIFICANT IMPACT ON ENHANCING PUBLIC UNDERSTANDING AND APPRECIATION OF THE GREATER YELLOWSTONE ECOSYSTEM.Expenses $2,705,026 · revenue $2,124,317
- YELLOWSTONE FOREVER (YF) HAD OVER 327,673 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 TRIP PLANNING MATERIALS, EDUCATIONAL 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 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.Expenses $2,919,073 · grants $11,896 · revenue $4,860,530
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990 on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 47-5427975
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C60)
- Assets (IRS master file)
- $81,873,538
- Income (IRS master file)
- $42,164,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2026 | $34,471,459 | $25,810,384 | $81,873,538 | XML |
| 990 | February 2025 | $41,821,585 | $16,919,975 | $70,514,236 | XML |
| 990 | February 2024 | $21,308,600 | $14,470,123 | $45,715,575 | XML |
| 990 | February 2023 | $21,060,958 | $13,635,682 | $38,958,964 | IRS |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
| 990-N for 2015 Officer: Heather White | February 29, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5427975).
Questions about YELLOWSTONE FOREVER
- What is the EIN of YELLOWSTONE FOREVER?
- The employer identification number (EIN) of YELLOWSTONE FOREVER is 47-5427975.
- Is YELLOWSTONE FOREVER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to YELLOWSTONE FOREVER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does YELLOWSTONE FOREVER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of YELLOWSTONE FOREVER due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did YELLOWSTONE FOREVER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2026.
- Who is the principal officer of YELLOWSTONE FOREVER?
- The 990 for the year ended February 28, 2026 names LISA DIEKMANN.
- Who are the officers and directors of YELLOWSTONE FOREVER?
- The 990 for the year ended February 28, 2026 lists 23 people; 10 received compensation from the organization, the highest $299,182 (LISA DIEKMANN, PRESIDENT & CEO).
- How much revenue does YELLOWSTONE FOREVER have?
- On its 990 for the year ended February 28, 2026 it reported revenue of $34,471,459, expenses of $25,810,384 and total assets of $81,873,538 at year end.
Other nonprofits in BOZEMAN
- AMERICAN PRAIRIE FOUNDATION EIN 81-0541893 · last filed 990 for 2024
- GREATER YELLOWSTONE COALITION INC EIN 81-0414042 · last filed 990 for 2025
- YELLOWSTONE TO YUKON CONSERVATION INITIATIVE EIN 81-0535303 · last filed 990 for 2024
- CLIMATE CONSERVATION EIN 27-1226829 · last filed 990 for 2025
- GALLATIN VALLEY LAND TRUST EIN 81-0464513 · last filed 990 for 2025
- WELL DONE FOUNDATION INC EIN 84-4559447 · last filed 990-PF for 2025
- HEADWATERS ECONOMICS INC EIN 74-3171967 · last filed 990 for 2025
- ADVENTURERS AND SCIENTISTS FOR CONSERVATION EIN 45-3345338 · last filed 990 for 2026