Nonprofit · EIN 81-0519514
ONE VALLEY COMMUNITY FOUNDATION
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,652,344 | $3,713,794 | $2,938,550 | $27,401,951 | $1,368,297 | $26,033,654 |
| December 31, 2024 | 990 | -$28,255,991 | $2,599,800 | -$30,855,791 | $22,278,720 | $1,094,575 | $21,184,145 |
| December 31, 2023 | 990 | $3,020,961 | $3,432,706 | -$411,745 | $27,197,814 | $1,847,492 | $25,350,322 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,544,253
- of which government grants
- $60,000
- Program service revenue
- $101,121
- Investment income
- $1,006,970
- Net gain from sales of assets
- $302,827
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,558,229
- Compensation of officers, directors and key employees
- $122,896
- Other salaries and wages
- $405,388
- Salaries, compensation and benefits (total)
- $605,570
- Professional fundraising fees
- $0
- Legal fees
- $11,476
- Accounting fees
- $33,151
- Occupancy
- $62,002
- Travel
- $10,534
- Depreciation
- $6,601
- Program services (functional)
- $3,594,171
- Management and general (functional)
- $86,999
- Fundraising (functional)
- $32,624
Balance sheet and other
- Total assets, start of year
- $22,278,720
- Total assets, end of year
- $27,401,951
- Total liabilities, end of year
- $1,368,297
- Net assets, end of year
- $26,033,654
- Land, buildings and equipment
- $710,586
- Publicly traded securities
- $26,099,018
- Net assets without donor restrictions
- $24,964,445
- Net assets with donor restrictions
- $1,069,209
- Gross receipts
- $14,086,598
- Employees
- 7
- Volunteers
- 80
- Year formed
- 1998
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER OWENS | COO Officer | 40 | $119,879 | $5,828 |
| Bridget Wilkinson | CEO Officer | 40 | $104,475 | $18,420 |
| EMILY ALLISON | Director Trustee or director | 2 | $0 | $0 |
| MATT COPE | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| GINNY BRATTON | Director Trustee or director | 2 | $0 | $0 |
| ALAN MOORE | Director Trustee or director | 2 | $0 | $0 |
| AMY MCNAMARA | Director Trustee or director | 2 | $0 | $0 |
| HANNAH WATERBURY | Director Trustee or director | 2 | $0 | $0 |
| PETER MATHIESON | Director Trustee or director | 2 | $0 | $0 |
| CHARLIE CROMWELL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RENAE MATTIMOE | Director Trustee or director | 2 | $0 | $0 |
| WHITNEY BERMES | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL SPIAK | Director Trustee or director | 2 | $0 | $0 |
| JAKE STEDING | Secretary Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bridget Wilkinson | CEO Officer | 40 | $109,214 | $14,918 |
| JENNIFER OWENS | COO Officer | 40 | $104,706 | $11,531 |
| ERIC VAN STEENBURG | Past Chair Trustee or director, Officer | 2 | $0 | $0 |
| CHARLIE AVIS | Chair Trustee or director, Officer | 2 | $0 | $0 |
| GINNY BRATTON | Director Trustee or director | 2 | $0 | $0 |
| LISA PRUNTY | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| AMY MCNAMARA | Director Trustee or director | 2 | $0 | $0 |
| HANNAH WATERBURY | Director Trustee or director | 2 | $0 | $0 |
| ROSIE BARNDT | Director Trustee or director | 2 | $0 | $0 |
| PETER MATHIESON | Director Trustee or director | 2 | $0 | $0 |
| MARY PETERSON | Director Trustee or director | 2 | $0 | $0 |
| CHARLIE CROMWELL | Secretary Trustee or director | 2 | $0 | $0 |
| RENAE MATTIMOE | Director Trustee or director | 2 | $0 | $0 |
| WHITNEY BERMES | vice chair Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL SPIAK | Director Trustee or director | 2 | $0 | $0 |
| JAKE STEDING | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER OWENS | COO Officer | 40 | $119,883 | $7,553 |
| Bridget Wilkinson | Executive Dir. Officer | 40 | $106,750 | $13,955 |
| ERIC VAN STEENBURG | Chair Trustee or director, Officer | 2 | $0 | $0 |
| CHARLIE AVIS | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| JENNIFER LAMMERS | PAST CHAIR Trustee or director | 2 | $0 | $0 |
| LISA PRUNTY | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| AMY MCNAMARA | Director Trustee or director | 2 | $0 | $0 |
| MICHAEL MORTIER | Director Trustee or director | 2 | $0 | $0 |
| CRYSTAL CRAIN | Director Trustee or director | 2 | $0 | $0 |
| GENE TOWNSEND | Director Trustee or director | 2 | $0 | $0 |
| MARY PETERSON | Director Trustee or director | 2 | $0 | $0 |
| CHARLIE CROMWELL | Director Trustee or director | 2 | $0 | $0 |
| CASSIDY WENDELL | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| RANAE MATTIMOE | Director Trustee or director | 2 | $0 | $0 |
| WHITNEY BERMES | Director Trustee or director | 2 | $0 | $0 |
| MICHAEL SPIAK | Director Trustee or director | 2 | $0 | $0 |
| JAKE STEDING | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1871 S 22ND AVE STE 1, BOZEMAN, MT 59718-7054
- Principal officer (990 for 2025)
- MATT COPE, 1871 S 22nd Ave Ste 1, BOZEMAN, MT 59718
- Signed the 990
- MATT COPE, Treasurer
- Phone
- (406) 587-6262
- Website
- WWW.ONEVALLEY.ORG
- Return prepared by
- Rudd & Company PLLC
Mission
ONE VALLEY'S MISSION IS TO CONNECT PEOPLE WHO CARE TO CAUSES THAT MATTER TO BUILD A BETTER COMMUNITY. ONE VALLEY FULFILLS ITS MISSION IN THREE WAYS: (1) STRENGTHENING THE LOCAL NONPROFIT SECTOR THROUGH GRANT FUNDING AND FREE PROFESSIONAL DEVELOPMENT; (2) CONNECTING DONORS TO CAUSES THAT MATTER TO THEM THROUGH CHARITABLE GIVING TOOLS; (3) AND FINALLY BY INSPIRING A CULTURE OF GIVING IN THE COMMUNITY.
Program accomplishments
- The foundation administers the receipt of charitable assets through a variety of charitable giving tools, such as donor advised funds, permanent endowments, charitable gift annuities, charitable remainder trusts, and charitable lead trusts, for the purpose of making grants to various nonprofits.Expenses $2,547,010 · grants $2,236,227 · revenue $28,392
- Helped raise 2.9 million through for over 250 local nonprofits in Gallatin County through an annual 24-hour day of giving called Give Big Gallatin Valley in May 2025. Leading up to this annual initiative, One Valley Community Foundation hosts free education sessions for nonprofit leadership and board members on fundraising, marketing, and donor engagement best practices.Expenses $601,706 · grants $322,002 · revenue $65,641
- Delivered over 550 hours of free, professional development training to nonprofit leaders, board members, and volunteers through our nonprofit cafe and other programs. This served over 375 nonprofits. At One Valley Community Foundation, nonprofit cafe provides nonprofit leaders free, monthly sessions on a variety of topics, led by local experts and thought leaders. we also host monthly round tables that bring peer leaders together and a variety of other trainings.Expenses $445,455 · revenue $7,088
- Hosted the Youth Giving Project (YGP), a youth philanthropy program that teaches middle school and high school students from across Gallatin County leadership skills and the importance of community involvement and philanthropy. YGP's mission is "youth funding ideas to inspire and impact their communities." YGP assists Foundant Technologies and One Valley Community Foundation in addressing youth needs in our community.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0519514
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $27,401,951
- Income (IRS master file)
- $14,086,598
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,652,344 | $3,713,794 | $27,401,951 | XML |
| 990 | December 2024 | -$28,255,991 | $2,599,800 | $22,278,720 | XML |
| 990 | December 2023 | $3,020,961 | $3,432,706 | $27,197,814 | XML |
| 990 | December 2022 | $3,226,849 | $3,498,861 | $31,491,768 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 81-0519514).
Questions about ONE VALLEY COMMUNITY FOUNDATION
- What is the EIN of ONE VALLEY COMMUNITY FOUNDATION?
- The employer identification number (EIN) of ONE VALLEY COMMUNITY FOUNDATION is 81-0519514.
- Is ONE VALLEY COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ONE VALLEY COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ONE VALLEY COMMUNITY 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 ONE VALLEY COMMUNITY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ONE VALLEY COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ONE VALLEY COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2025 names MATT COPE.
- Who are the officers and directors of ONE VALLEY COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 14 people; 2 received compensation from the organization, the highest $119,879 (JENNIFER OWENS, COO).
- How much revenue does ONE VALLEY COMMUNITY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,652,344, expenses of $3,713,794 and total assets of $27,401,951 at year end.
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