TOTAL REVENUE - FISCAL 2025
$6,652,344
Down 123.5% from -$28,255,991 in fiscal 2024.
One Valley Community Foundation
Bozeman, Montana - EIN 81-0519514 - Latest filing: fiscal 2025 (Jan 1, 2025 - Dec 31, 2025)
HOW TO READ THIS PAGE
How to read this page: every figure below is from the fiscal-2025 Form 990, filed Aug 18, 2026. People named below are shown as reported on the fiscal-2025 Form 990, filed Aug 18, 2026 - the filing is a snapshot of that fiscal year, not a list of current officeholders.
THE FILING IN ONE PARAGRAPH
One Valley Community Foundation reported $6,652,344 in revenue and $3,713,794 in expenses in fiscal 2025, a surplus of $2,938,550 for the year. Program services took $3,594,171 of expenses, or 96.8%. The organization closed the year with $26,033,654 in net assets - about 84.1 months of expenses at the fiscal-2025 spending level.
At a Glance - Fiscal 2025
All values are fiscal 2025 unless a tile says otherwise.
TOTAL EXPENSES - FISCAL 2025
$3,713,794
Revenue minus expenses: $2,938,550 in fiscal 2025.
PROGRAM EXPENSE SHARE - FISCAL 2025
96.8%
$3,594,171 of $3,713,794 went to program services.
NET ASSETS - END OF FISCAL 2025
$26,033,654
Total assets $27,401,951 minus total liabilities $1,368,297.
TOP EXECUTIVE PAY - FISCAL 2025
$125,707
Jennifer Owens, COO, as reported on the fiscal-2025 Form 990, filed Aug 18, 2026. Total across all compensation columns.
PEOPLE REPORTED - FISCAL 2025
7 Employees
Plus 80 volunteers reported on the fiscal-2025 Form 990.
Money In, Money Out - Fiscal 2025
Revenue and expenses as reported on the fiscal-2025 Form 990, filed Aug 18, 2026. Donated goods are separated from cash so food and supply donations do not read as cash income.
Where the Money Went - Fiscal 2025
Management and general is the figure reported on the filing (Part IX total); where a filing does not carry it, it is computed as the residual of total expenses minus program and fundraising expenses. Cost to raise a dollar in fiscal 2025: $0.01 - $32,624 in fundraising expenses divided by $5,544,253 in total contributions. On cash contributions only: $0.01.
Where the Money Came From - Fiscal 2025
| Source | Fiscal 2025 |
|---|---|
| Total Contributions | $5,544,253 |
| Of Which Cash Contributions | $5,013,640 |
| Of Which Donated Goods (Noncash) | $530,613 |
| Government Grants | $60,000 |
| All Other Contributions | $5,484,253 |
| Program Service Revenue | $101,121 |
| Investment Income | $1,006,970 |
| Other Revenue | $0 |
| Total Revenue (All Sources) | $6,652,344 |
Reserves and Balance Sheet - Fiscal 2025
Reserves and Runway
84.1 Months
of reserves - $26,033,654 in net assets at the end of fiscal 2025, divided by average monthly expenses of about $309,482 in fiscal 2025.
Net assets can include donor-restricted funds, buildings and other assets that cannot be spent like cash. Treat months of reserves as a scale measure, not as cash in the bank.
Balance Sheet - End of Fiscal 2025
| Total Assets | $27,401,951 |
| Total Liabilities | $1,368,297 |
| Liabilities as Share of Assets | 5.0% |
| Net Assets | $26,033,654 |
Leadership Pay - Fiscal 2025
Pay is the summed total across all compensation columns on the Form 990 - pay from the organization, pay from related organizations, and other compensation. People are shown as reported on the fiscal-2025 Form 990, filed Aug 18, 2026.
| Name and Title, as Reported | Total Pay - Fiscal 2025 | Share of Expenses |
|---|---|---|
| Jennifer Owens - COO | $125,707 | 3.38% |
| Bridget Wilkinson - CEO | $122,895 | 3.31% |
The full Part VII table lists every officer, director, trustee and key employee named on the filing, with hours and the same summed total. Compensation is reported for the calendar year ending within the fiscal year, per the Form 990.
Board and Governance - Fiscal 2025
Board and policy answers as reported on the fiscal-2025 Form 990, filed Aug 18, 2026.
Board Roster - as Reported on the Fiscal-2025 Form 990
12 voting members, 12 independent - independence count as reported on the fiscal-2025 Form 990.
| Name, as Reported | Role, as Reported |
|---|---|
| Jennifer Owens | COO |
| Bridget Wilkinson | CEO |
| Emily Allison | Director |
| Matt Cope | Treasurer |
| Ginny Bratton | Director |
| Alan Moore | Director |
| Amy McNamara | Director |
| Hannah Waterbury | Director |
| Peter Mathieson | Director |
| Charlie Cromwell | Vice Chair |
| Renae Mattimoe | Director |
| Whitney Bermes | Board Chair |
| Michael Spiak | Director |
| Jake Steding | Secretary |
Governance Policy Flags - Fiscal 2025
Conflict of Interest PolicyYes - Reported
Whistleblower PolicyYes - Reported
Document Retention PolicyYes - Reported
Audited Financial StatementsYes - Reported
Audit CommitteeYes - Reported
Board Size and Independence12 voting / 12 independent
Flags report what the organization answered on the Form 990. A Yes means the policy was reported on the filing; it is not an outside review of how the policy works in practice.
Grants - Fiscal 2025
Grants Made - Fiscal 2025
This organization reported $2,558,229 in grants paid in fiscal 2025.
| Recipient, as Reported | Amount |
|---|---|
| 406Cirque UNRESTRICTED DONATION | $5,080 |
| Art Council Of Big Sky UNRESTRICTED DONATION | $11,025 |
| Bienvenidos A Gallatin Valley PROGRAM MANAGER/UNRESTRICTED | $63,036 |
| Big Sky Discovery Academy UNRESTRICTED DONATION | $6,200 |
| Big Sky Youth Empowerment UNRESTRICTED DONATION | $9,122 |
| Bozeman Library Friends and F UNRESTRICTED DONATION | $5,680 |
| Bozeman Schools Fnd GRANTS | $13,325 |
| Bozeman Symphony UNRESTRICTED DONATION | $6,600 |
| Bridger Ski Foundation CAPITAL CAMPAIGN/MISC PROGRAM | $55,956 |
| Bridgercare UNRESTRICTED DONATION | $260,833 |
| Casagal Of Gallatin County UNRESTRICTED DONATION | $6,322 |
| Congregation Of Beth Shalom ENDOWMENT | $18,227 |
| Crosscut Mountain Sports Cent SCHOLARSHIP/PROGRAM SUPPORT | $25,235 |
| Eagle Mount Bozeman UNRESTRICTED DONATION | $5,391 |
| Family Promise of Gallatin Va UNRESTRICTED DONATION | $35,573 |
| Forward Montana Foundation UNRESTRICTED DONATION | $6,411 |
| Gallatin History Museum UNRESTRICTED DONATION | $21,433 |
| Gallatin Ice Foundation UNRESTRICTED DONATION | $50,100 |
| Gallatin Valley Land Trust BIKEFILL AND UNRESTRICTED | $722,741 |
| Gallatin Watershed Council UNRESTRICTED DONATION | $16,965 |
| Greater Yellowstone Coalition UNRESTRICTED DONATION | $8,000 |
| Haven GARDEN OF GIVIING/UNRESTRICTED | $38,411 |
| Heart Of The Valley Animal TRANSPORTATION & UNRESTRICTED | $12,943 |
| Help Center COMPREHENSIVE CAMPAIGN | $20,982 |
| Hopa Mountain UNRESTRICTED DONATION | $12,800 |
| Hrdc UNRESTRICTED / LIGHTHOUSE RANCH | $240,247 |
| Iqra Fund UNRESTRICTED DONATION | $15,338 |
| Love Inc UNRESTRICTED DONATION | $12,678 |
| Middle Creek Montessori NEW MIDDLE SCHOOL/UNRESTRICTED | $61,000 |
| Montana Conservation Corps UNRESTRICTED DONATION | $11,200 |
| Montana Mindfulness Project UNRESTRICTED DONATION | $40,000 |
| Montana Raptor Conservation C STAFF SALARY INCREASES | $22,250 |
| Montanapbs UNRESTRICTED DONATION | $7,332 |
| Moonlight Community Foundatio ALDER GULCH PROJET | $10,000 |
| Msu Alumni Fnd PROGRAM/SCHOLARSHIPS | $25,000 |
| Museum Of The Yellowstone TRAILS/MUSEUM/UNRESTRICTED | $36,100 |
| Planned Parenthood Of Montana UNRESTRICTED DONATION | $46,000 |
| Prairie Song Rescue UNRESTRICTED DONATION | $75,000 |
| Queer Bozeman UNRESTRICTED DONATION | $6,805 |
| Random Acts Of Silliness UNRESTRICTED DONATION | $14,950 |
| Read Montana GRANTS AND AWARDS | $17,416 |
| Sacajawea Audubon Society UNRESTRICTED DONATION | $5,085 |
| Southwest Mt Bike Swmmba TRAILS PROJECT | $7,957 |
| Suffer Out Loud NEW HIRE SUPPORT/ UNRESTRICTED | $112,190 |
| The Charlie Cart Project UNRESTRICTED DONATION | $10,000 |
| The Ellen Theatre UNRESTRICTED DONATION | $5,125 |
| The Wilderness Society UNRESTRICTED DONATION | $5,500 |
| Thrive Inc PARENT LIASON & PARTNERSHIP PROGRAM | $16,425 |
| Unitarian Fellowship Of Bzn ENDOWMENT/UNRESTRICTED | $35,000 |
| University Of Michigan UNRESTRICTED DONATION | $20,000 |
| Warriors & Quiet Waters Fnd UNRESTRICTED DONATION | $10,343 |
| Wellness In Action UNRESTRCITED DONATION | $7,025 |
| West Yellowstone Ski Educatio GOLF SPONSORSHIP | $9,000 |
| World Central Kitchen GAZA/UNRESTRICTED | $9,500 |
Filings on Record
| Tax Period | Form | Status | Source |
|---|---|---|---|
| Jan 1, 2025 - Dec 31, 2025 | Form 990 | In Force - Filed Aug 18, 2026 | Original Filing at the IRS |
If an amended return is filed, the newest amended return supersedes the earlier one and the table marks which filing is in force.