Form 990 for tax year 2023

Totals

Total revenue

$3,043,549

Total expenses

$3,535,941

Contributions and grants received

$2,745,181

Grants paid

$1,826,621

Program service revenue

$126,613

Investment income

$5,836

Other revenue

$165,919

Total assets, end of year

$2,359,064

Total liabilities, end of year

$426,572

Net assets or fund balances, end of year

$1,932,492

Program services expenses (Part IX)

$3,154,991

Management and general expenses

$275,825

Fundraising expenses

$105,125

Program service expenses (Part III)

$3,154,991

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• BY ANY MEASURE 2023 WAS A REMARKABLE YEAR! THE CARBON COUNTY AREA RIDE & TRANSIT COMPLETED ITS THIRD YEAR OF PROVIDING ESSENTIAL RIDES TO PEOPLE WITHOUT OTHER OPTIONS! THE NUMBER OF RIDERS INCREASED STEADILY TO 5,320 RIDES FOR OUR NO-FEE PUBLIC TRANSPORTATION SERVICE CONNECTING ALL COMMUNITIES WITHIN CARBON COUNTY, AND TO REGULAR TRIPS TO BILLINGS, MT. WE ENGAGED VOLUNTEER DRIVERS FOR THE FIRST TIME AND CONTINUE TO EXPLORE FINANCIAL RESOURCES TO ENSURE THE LONG-TERM VIABILITY OF THIS ESSENTIAL SERVICE. WE LOOK FORWARD TO THE DELIVERY OF OUR THIRD VEHICLE IN 2024.

  Expenses $1,752,942 · Grants $1,155,110 · Revenue $103,514

• THE RED LODGE AREA COMMUNITY FOUNDATION SUPPORTS THRIVING NONPROFITS THROUGH A VARIETY OF GRANT MAKING PROGRAMS INCLUDING FISCAL SPONSORSHIP OF $126,737 IN AWARDS FOR LOCAL EFFORTS AND THE 20TH ANNUAL FUN RUN FOR CHARITIES RAISED $586,212 FOR 64 CARBON COUNTY CHARITIES, HAVING CUMULATIVELY RAISED $4.1M OVER 20 YEARS OF WORKING TOGETHER.

  Expenses $629,244 · Grants $457,787 · Revenue $37,158

• FLOOD RECOVERY: IT TOOK LONGER THAN WE ORIGINALLY HOPED, BUT THE DAMAGED ROOMS FROM THE 2022 FLOOD WERE RESTORED AND THE TENANTS WERE ABLE TO MOVE BACK IN. NEW FLOORING AND TRIM WAS INSTALLED, AND THE WALLS, CLOSETS, AND CABINETS REPAIRED. WE WERE EVEN ABLE TO REMOVE THE OLD BOILER, CREATING A NEW TENANT ROOM.OUTDOOR SPACE: THE CONCRETE PATHWAYS IN THE FRONT OF THE BUILDING WERE REMOVED TO INCREASE THE GREEN SPACE, TO PREPARE FOR THE INSTALLATION OF NEW SPRINKLERS THIS SPRING, AND TO DIRECT PEOPLE AWAY FROM THE NON-ADA COMPLIANT ENTRANCE. MANY NEW SCULPTURES WERE ADDED AROUND THE PROPERTY IN 2023.OVERHEAD LIGHTING IN THE AUDITORIUM WAS UPDATED TO LED'S.THE ROOSEVELT CENTER DOVE HEADFIRST INTO PROVIDING PROGRAMMING CENTERED AROUND AFTER-SCHOOL OPPORTUNITIES FOR YOUTH PERFORMING ARTS IN 2023 WITH A TOTAL OF 250 EVENTS WITH 10,072 TOTAL ATTENDEES.DURING SEVEN ALL-AGES OPEN MIC NIGHTS, THE AUDITORIUM SAW MORE THAN 100 PERFORMANCES FROM PEOPLE AGED 6-70. THE EVENTS HAD A CUMULATIVE ATTENDANCE OF 368 AND HAVE DEVELOPED A FOLLOWING OF FAMILIAR FACES AS THEY CONTINUE INTO 2024.IN APRIL, THE MISSOULA CHILDREN'S THEATER TEAM HOSTED AUDITIONS, REHEARSALS AND A PERFORMANCE OF ALADDIN AT THE ROOSEVELT CENTER THAT INCLUDED A CAST OF 28 CARBON COUNTY YOUTH ACTORS. THE PLAY WAS FREE TO ATTEND AND PARTICIPATE IN. 132 PEOPLE ENJOYED THE SHOW.SEVEN ASPIRING YOUNG ACTORS ATTENDED A FREE IMPROVISATION CLASS, HOSTED BY NOVA CENTER FOR THE PERFORMING ARTS OF BILLINGS.A NEW PARTNERSHIP HAS BEEN DEVELOPED WITH THE BILLINGS SYMPHONY, WHICH HOSTED TWO HIGH-CALIBER CLASSICAL MUSICAL ENSEMBLES AT THE ROOSEVELT CENTER IN 2023 FOR SHOWS THAT WERE FREE TO THE PUBLIC. MOST RECENTLY IN DECEMBER, THE GALVIN CELLO QUARTET PERFORMED TO 158 PEOPLE AT THE ROOSEVELT CENTER.THE RED LODGE HIGH SCHOOL HOSTED ITS TWO NIGHTS OF ONE ACT PLAYS AT THE ROOSEVELT CENTER AND SAW 230 TOTAL ATTENDEES.THE RED LODGE THEATER COMPANY PUT ON THREE NIGHTS OF HOWL-O'-SCREAM IN OCTOBER AND SAW 161 TOTAL ATTENDEES.

  Expenses $424,434 · Grants $47,966 · Revenue $25,063

• Withheld by Nonprofiteer: this text may name a private individual.

  Expenses $348,371 · Grants $165,758 · Revenue $20,572

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

• HELENA HABITAT FOR HUMANITY

  $456,319

  PHILANTHROPIC PURPOSE

• MESSIAH LUTHERAN CHURCH

  $89,043

  PHILANTHROPIC PURPOSE

• RED LODGE RENTALS

  $28,912

  PHILANTHROPIC PURPOSE

• BEARTOOTH HUMANE ALLIANCE

  $19,877

  PHILANTHROPIC PURPOSE

• YELLOWSTONE WILDLIFE SANCTUARY

  $19,184

  PHILANTHROPIC PURPOSE

• CEDAR CREEK KENNELS LLC

  $18,500

  PHILANTHROPIC PURPOSE

• DOMESTIC & SEXUAL VIOLENCE SERVICES

  $17,299

  PHILANTHROPIC PURPOSE

• BOYS & GIRLS CLUB OF RED LODGE

  $16,899

  PHILANTHROPIC PURPOSE

• CARBON COUNTY HISTORICAL SOCIETY

  $14,996

  PHILANTHROPIC PURPOSE

• TREETOP PRODUCTS INC

  $14,664

  PHILANTHROPIC PURPOSE

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

13 November 2024

IRS schema version

2023v5.1

Source object

202403209349301405

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.