2024-05-15T15:05:03-05:00 2023-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2022-07-01 810534954 YWCA OF BILLINGS ENDOWMENT FOUNDATION INC YWCA 4062526303 909 WYOMING AVENUE BILLINGS MT 59101 SHERRIL BURKE PRESIDENT 4062526303 2024-05-02 1 SHERRIL BURKE XXX-XX-XXXX 1 SAM BRUNSON CPA P01696998 4067281800 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHERRIL BURKE 909 WYOMING AVENUE BILLINGS MT 59101 373966 0 X WWW.YWCABILLINGS.ORG X 2000 MT THE PURPOSE OF THE ORGANIZATION IS TO HOLD AND MAINTAIN THE PRINCIPAL PORTION OF INVESTMENTS, THE INCOME OF WHICH IS TO BE USED FOR FURTHERANCE OF THE EXEMPT PURPOSE OF THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BILLINGS, MONTANA. 7 7 0 7 0 0 53251 54481 0 0 63001 12351 0 0 116252 66832 72897 45081 0 0 0 0 0 0 0 10335 9003 83232 54084 33020 12748 1550776 1669242 0 0 1550776 1669242 THE PURPOSE OF THE ORGANIZATION IS TO HOLD AND MAINTAIN THE PRINCIPAL PORTION OF INVESTMENTS, THE INCOME OF WHICH IS TO BE USED FOR FURTHERANCE OF THE EXEMPT PURPOSE OF THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BILLINGS, MONTANA. 0 0 48966 45081 TO RECEIVE CONTRIBUTIONS AND MANAGE INVESTMENTS FOR OPERATION OF AN ENDOWMENT FUND, INCOME OF WHICH IS FOR THE BENEFIT OF THE YWCA OF BILLINGS, MONTANA, A 501(C)(3) ORGANIZATION. 48966 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 4062526303 909 WYOMING AVENUE BILLINGS MT 59101 X SHERRIL BURKE PRESIDENT 1.00 X X 0 0 0 DEBORAH ROBERTS TREASURER 1.00 X X 0 0 0 JOHN DECKER DIRECTOR 1.00 X 0 0 0 RHONDA DIEFENDERFER DIRECTOR 1.00 X 0 0 0 SCOTT JOHNSON DIRECTOR 1.00 X 0 0 0 JULIE SEEDHOUSE DIRECTOR 1.00 X 0 0 0 JOHN OLD ELK DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 54481 29415 54481 53624 53624 265861 307134 -41273 -41273 -41273 66832 0 0 12351 45081 45081 5118 5118 3885 3885 54084 48966 5118 0 87487 23947 1463289 1645295 1550776 1669242 0 0 X 333971 0 1216805 1669242 1550776 1669242 1550776 1669242 12748 105718 0 X 0 1 X 0 0 X 23642 17778 32545 53251 54481 181697 23642 17778 32545 53251 54481 181697 49942 131755 35543 75937 79966 49262 53624 294332 476029 0.27680 0.31350 X THE ORGANIZATION'S PUBLIC SUPPORT PERCENT SITS JUST BELOW 33 1/3% FOR THE FISCAL YEAR ENDING JUNE 30, 2023. HOWEVER, THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST. THE ORGANIZATION RECEIVES SUPPORT FROM THE GENERAL PUBLIC, MOST NOTABLY INDIVIDUALS AND BUSINESSES IN THE BILLINGS COMMUNITY.THE ORGANIZATION'S BOARD MEMBERS REPRESENT THE BROAD INTERESTS OF THE COMMUNITY. ONE OF THE ORGANIZATION'S PRIMARY PURPOSES IS TO MANAGE INVESTMENTS AND THE BOARD HAS MEMBERS FROM ACCOUNTING, BANKING, AND WEALTH MANAGEMENT FIELDS ALONG WITH EDUCATION, ARCHITECTURE, DISTRIBUTION, AND REAL ESTATE. THE ORGANIZATION'S PRIMARY PURPOSE IS TO SUPPORT YWCA BILLINGS WHICH PROVIDES PUBLIC SERVICES SUCH AS EMERGENCY SHELTER, CASE MANAGEMENT, AND SUPPORT FOR VICTIMS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, STALKING, AND HUMAN TRAFFICKING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1550776 54481 118069 45081 9003 1669242 1769633 53251 -188876 72897 10335 1550776 1485512 243402 40719 1688195 1498513 23061 36062 1485512 1443078 23642 95541 58504 5244 1498513 0.58429 0.41571 0 0 0 X PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF FOUR INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS. PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A NONPROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE STATEMENTS. THE ORGANIZATION IS GENERALLY SUBJECT TO EXAMINATION OF THEIR FEDERAL INCOME TAX FILING IN THE UNITED STATES FOR THE THREE PRECEDING TAX YEARS. THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION. IN THE EVENT THAT THE ORGANIZATION IS ASSESSED PENALTIES AND OR INTEREST, PENALTIES WILL BE CHARGED TO OTHER OPERATING EXPENSE AND INTEREST WILL BE CHARGED TO INTEREST EXPENSE. 0 YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BILLINGS 909 WYOMING AVENUE BILLINGS MT 59101 810235415 501(C)(3) 45081 0 TO SUPPORT THE PROGRAMS OF YWCA BILLINGS 1 0 X 2 29415 AVG HIGH-LOW 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS REPORTED IN PART I. FORM 990, PART VI, SECTION B, LINE 11B THE MEMBERS OF THE BOARD REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE COVERED UNDER THE POLICY. DIRECTOR AND OFFICER CONFLICTS ARE DETERMINED BY THE BOARD OF DIRECTORS. ACTUAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS FOR DIRECTORS AND OFFICERS. IF A CONFLICT EXISTS, THE SUBJECT OF THE CONFLICT CANNOT VOTE ON DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS ARE AVAILABLE UPON REQUEST BY CONTACTING A BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST BY CONTACTING A BOARD MEMBER. YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BILLINGS 909 WYOMING AVE BILLINGS MT 59101 810235415 COMMUNITY SERVICES MT 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BILLINGS B 45081 CASH