Nonprofit · EIN 81-0494366
WEST YELLOWSTONE FOUNDATION
Tax-exempt · W YELLOWSTONE, MT 59758
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $615,197 | $614,861 | $336 | $2,654,817 | $3,436 | $2,651,381 |
| June 30, 2024 | 990 | $462,736 | $490,014 | -$27,278 | $2,255,726 | $1,688 | $2,254,038 |
| June 30, 2023 | 990 | $356,140 | $536,513 | -$180,373 | $1,922,479 | $10,715 | $1,911,764 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $584,918
- of which government grants
- $251,293
- Program service revenue
- $13,263
- Investment income
- $34,165
- Net income from fundraising events
- -$17,149
- Other revenue
- -$17,149
Expenses
- Grants and similar amounts paid
- $163,186
- Compensation of officers, directors and key employees
- $95,150
- Other salaries and wages
- $40,955
- Salaries, compensation and benefits (total)
- $136,105
- Professional fundraising fees
- $0
- Accounting fees
- $16,157
- Occupancy
- $3,362
- Travel
- $9,417
- Depreciation
- $26,809
- Program services (functional)
- $519,740
- Management and general (functional)
- $95,121
Balance sheet and other
- Total assets, start of year
- $2,255,726
- Total assets, end of year
- $2,654,817
- Total liabilities, end of year
- $3,436
- Net assets, end of year
- $2,651,381
- Land, buildings and equipment
- $314,117
- Net assets without donor restrictions
- $507,032
- Net assets with donor restrictions
- $2,144,349
- Gross receipts
- $640,565
- Employees
- 7
- Volunteers
- 35
- Year formed
- 1992
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE COAN | Executive Dir. Trustee or director, Officer | 40 | $92,177 |
| JANNA TURNER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 |
| KEVIN FLANAGAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| AMBER SMITH | Treasurer Trustee or director, Officer | 2 | $0 |
| CAROL SHESTAG | Secretary Trustee or director, Officer | 0.5 | $0 |
| STEPHANIE SIEGEL | Director Trustee or director | 0.5 | $0 |
| LIZ WATT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LESLIE STOLTZ | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MICHELE GARRETT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RON FORSBERG | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MELISSA DARNELL | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BETH SERNIAK | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 |
| YESSIKA VEGA | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE COAN | Executive Dir. Trustee or director, Officer | 40 | $82,719 |
| LIZZ WATT | Secretary Trustee or director, Officer | 0.5 | $0 |
| KEVIN FLANAGAN | Board member Trustee or director | 0.5 | $0 |
| AMBER SMITH | Treasurer Trustee or director, Officer | 2 | $0 |
| TRENT REDFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEPHANIE SIEGEL | Director Trustee or director | 0.5 | $0 |
| CAROL SHESTAG | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LESLIE STOLTZ | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BETH SERNIAK | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 |
| YESSIKA VEGA | VICE CHAIR Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINE COAN | Executive Dir. Trustee or director, Officer | 40 | $62,661 |
| LIZZ WATT | Secretary Trustee or director, Officer | 0.5 | $0 |
| KEVIN FLANAGAN | Board member Trustee or director | 0.5 | $0 |
| AMBER SMITH | Treasurer Trustee or director, Officer | 2 | $0 |
| TRENT REDFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEPHANIE SIEGEL | Director Trustee or director | 0.5 | $0 |
| LESLIE STOLTZ | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BETH SERNIAK | BOARD cHAIR Trustee or director, Officer | 0.5 | $0 |
| YESSIKA VEGA | VICE CHAIR Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 255, W YELLOWSTONE, MT 59758-0255
- Signed the 990
- AMBER SMITH, Treasurer
- Phone
- (406) 640-0038
- Return prepared by
- Rudd & Company PLLC
Mission
TO STRENGTHEN THE SENSE OF COMMUNITY AND TO ENHANCE THE ECONOMIC VITALITY IN WEST YELLOWSTONE AND HEBGEN LAKE BASIN, MONTANA.
Program accomplishments
- AWARDED GRANTS TO LOCAL ORGANIZATIONS.Expenses $208,032 · grants $16,186
- 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.Expenses $164,708 · revenue $13,263
- AWARDED SCHOLASTIC SCHOLARSHIPS TO LOCAL HIGH SCHOOL GRADUATES ATTENDING POST HIGH SCHOOL CLASSES.Expenses $147,000 · grants $147,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0494366
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S99)
- Assets (IRS master file)
- $2,654,817
- Income (IRS master file)
- $640,565
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $615,197 | $614,861 | $2,654,817 | IRS |
| 990 | June 2024 | $462,736 | $490,014 | $2,255,726 | IRS |
| 990 | June 2023 | $356,140 | $536,513 | $1,922,479 | XML |
| 990 | June 2022 | $476,134 | $469,515 | $1,796,160 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 81-0494366).
Questions about WEST YELLOWSTONE FOUNDATION
- What is the EIN of WEST YELLOWSTONE FOUNDATION?
- The employer identification number (EIN) of WEST YELLOWSTONE FOUNDATION is 81-0494366.
- Is WEST YELLOWSTONE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to WEST YELLOWSTONE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEST YELLOWSTONE FOUNDATION 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 WEST YELLOWSTONE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WEST YELLOWSTONE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of WEST YELLOWSTONE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $92,177 (CAROLINE COAN, Executive Dir.).
- How much revenue does WEST YELLOWSTONE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $615,197, expenses of $614,861 and total assets of $2,654,817 at year end.
Other nonprofits in W YELLOWSTONE
- GRIZZLY DISCOVERY CENTER A NOT- FOR-PROFIT CORPORATION EIN 81-0527102 · last filed 990 for 2025
- WEST YELLOWSTONE MONTANA CHAMBER OF COMMERCE EIN 81-0284234 · last filed 990 for 2025
- BUFFALO FIELD CAMPAIGN EIN 36-3964401 · last filed 990 for 2025
- YELLOWSTONE HISTORIC CENTER INC EIN 81-0521215 · last filed 990 for 2023
- WEST YELLOWSTONE SKI EDUCATION FOUNDATION EIN 81-0508729 · last filed 990 for 2025
- WEST YELLOWSTONE SENIOR CENTER EIN 41-2129790 · last filed 990-EZ for 2026
- COMMUNITY WEST OUTREACH EIN 45-2255550 · last filed 990-N for 2024
- WEST YELLOWSTONE ATHLETIC BOOSTER CLUB EIN 26-1554968 · last filed 990-N for 2024
All nonprofits in W YELLOWSTONE · Montana · Community improvement and capacity building