2022-09-19T08:29:49-07:00 2021-12-31 522408237 CARVER FLOREK & JAMES CPAS 2246 N UNIVERSITY PARK BLVD LAYTON UT 84041 990 2021-01-01 810287854 UNITED WAY OF MISSOULA COUNTY UNIT 4065496104 PO BOX 7395 MISSOULA MT 59807 SUSAN HAY CRAMER CEO 2022-09-19 true SUSAN HAY CRAMER 999009999 Rebecca Balaich CPA P01579690 8019261177 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z SUSAN HAY CRAMER PO BOX 7395 MISSOULA MT 59807 1660354 false X www.missoulaunitedway.org X 1931 MT UNITED WAY OF MISSOULA COUNTY BUILDS A BETTER COMMUNITY FOR ALL, ESPECIALLY IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. WE COLLABORATE WITH DIVERSE COMMUNITY PARTNERS TO IDENTIFY IMPORTANT SOCIAL ISSUES AND BRING TOGETHER RESOURCES TO ADDRESS THEM. WE GIVE DONORS A TRUSTED WAY TO SUPPORT CRITICAL SERVICES FOR PEOPLE IN NEED, AND WE MAKE SURE THAT DONATIONS ARE INVESTED WISELY. 17 17 12 100 0 1682597 1412438 0 65862 105242 536 1100 1748995 1518780 143176 115842 0 521902 641840 0 122048 628259 624527 1293337 1382209 455658 136571 2317980 2822821 358533 716513 1959447 2106308 UNITED WAY OF MISSOULA COUNTY BUILDS A BETTER COMMUNITY FOR ALL, ESPECIALLY IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. WE COLLABORATE WITH DIVERSE COMMUNITY PARTNERS TO IDENTIFY IMPORTANT SOCIAL ISSUES AND BRING TOGETHER RESOURCES TO ADDRESS THEM. WE GIVE DONORS A TRUSTED WAY TO SUPPORT CRITICAL SERVICES FOR PEOPLE IN NEED, AND WE MAKE SURE THAT DONATIONS ARE INVESTED WISELY. false false 1056751 115842 THROUGH BROAD-BASED, RESULTS-ORIENTED COLLABORATIONS WITH OTHER NONPROFITS, DONORS, BUSINESSES, THE UNIVERSITY OF MONTANA, LOCAL AND COUNTY GOVERNMENT, THE SCHOOL DISTRICT, THE FAITH COMMUNITY AND OTHER DIVERSE PARTNERS, UNITED WAY DRIVES PROGRESS IN IMPLEMENTING SOLUTIONS TO IDENTIFIED PRIORITIES IN ITS THREE AREAS OF FOCUS. UNITED WAY ALSO SERVES AS A CONDUIT FOR DONORS WHO DESIRE A TRUSTED, ONE-STOP WAY TO INVEST IN HIGH-QUALITY PROGRAMS THAT PRODUCE MEASURABLE RESULTS, ENSURING THAT CHARITABLE DOLLARS ARE SPENT WISELY AND WELL IN THE COMMUNITY. CURRENT INITIATIVES IN WHICH UNITED WAY PLAYS A LEADERSHIP ROLE IN TERMS OF VISIONING, CONVENING, FUNDING, STAFFING, AND IN-KIND ASSISTANCE INCLUDE THE FOLLOWING: EDUCATION: MISSOULA ZERO TO FIVE (IMPROVING OUTCOMES FOR FAMILIES AND KIDS AGES 0-5); DOLLY PARTON'S IMAGINATION LIBRARY (FREE BOOK-GIFTING PROGRAM THAT PROMOTES KINDERGARTEN READINESS); GRADUATION MATTERS MISSOULA (VARIOUS INITIATIVES ADVANCING STUDENT SUCCESS); THE BACK TO SCHOOL BASH (ANNUAL SCHOOL-SUPPLY DRIVE).FINANCIAL STABILITY: REACHING HOME: MISSOULA'S 10-YEAR PLAN TO END HOMELESSNESS. FOR ITS FIRST FIVE YEARS, REACHING HOME WAS HOUSED AT AND STAFFED BY UNITED WAY; IN 2017, THE PROGRAM WAS TRANSFERRED TO THE CITY OF MISSOULA, TO PROVIDE THE INITIATIVE WITH ADDITIONAL FUNDING AND OTHER RESOURCES. UNITED WAY REMAINS THE PLAN'S PRINCIPAL PRIVATE-SECTOR FUNDRAISER AND ADVOCATE. HEALTH: 5-2-1-0 LET'S MOVE! MISSOULA (CHILDHOOD OBESITY PREVENTION BY ENCOURAGING INCREASED PHYSICAL ACTIVITY AND HEALTHY EATING); PROJECT TOMORROW MONTANA (SUICIDE PREVENTION). DISASTER RELIEF: UNITED WAY IS ALSO MISSOULA COUNTY'S DESIGNATED FINANCIAL PARTNER, SERVING AS A REPOSITORY FOR PRIVATE DONATIONS TO ALLEVIATE NATURAL DISASTERS, SUCH AS FIRE AND FLOODS. UNITED WAY RECEIVES, ACKNOWLEDGES AND, WITH A PANEL OF VOLUNTEER ADVISORS, DISBURSES DONATED FUNDS TO HELP FAMILIES AND ORGANIZATIONS AFFECTED BY NATURAL DISASTERS. UNITED WAY ALSO PROVIDES GRANT FUNDING TO CAREFULLY SCREENED AND QUALIFIED NONPROFIT ORGANIZATIONS IN MISSOULA AND RAVALLI COUNTIES WHOSE WORK ALIGNS WITH AND ADVANCES THE GOALS OF THE ABOVE EDUCATION, FINANCIAL STABILITY AND HEALTH INITIATIVES. EACH INITIATIVE HAS ITS OWN ADVISORY BOARD OF LOCAL VOLUNTEERS WITH EXPERTISE IN THE RESPECTIVE INITIATIVE AREAS. FUNDING DECISIONS ARE MADE COLLABORATIVELY BY UNITED WAY STAFF, MEMBERS OF THE COMMUNITY IMPACT COMMITTEE, AND THE BOARD OF DIRECTORS. FUNDED PROGRAMS COMPLY WITH CERTAIN MUTUALLY AGREED-UPON CONDITIONS, SPELLED OUT IN WRITTEN MEMORANDA OF UNDERSTANDING, AND RESULTS ARE EVALUATED BY UNITED WAY, IN ORDER TO ENSURE THAT DONOR DOLLARS ARE INVESTED WISELY AND WELL. 1056751 true true false false false false false false true true true false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 9 0 true 12 true false false false false false false false 0 false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false X X JCCS PC 4065494148 2620 CONNERY WAY MISSOULA MT 59808 SUSAN HAY CRAMER CEO 40.00 0.00 X 88119 0 2644 ROBERT HOMER DIR OF OPERATIO 40.00 0.00 X 62800 0 1884 DWIGHT SCHULTE BOARD MEMBER 1.00 0.00 X 0 0 0 BETH BURMAN FRAZEE BOARD MEMBER 1.00 0.00 X 0 0 0 YVETTE HEINTZ BOARD MEMBER 1.00 0.00 X 0 0 0 GWEN LANDQUIST Treasurer 1.00 0.00 X X 0 0 0 MELISSA MATASSA-STONE President 1.00 0.00 X X 0 0 0 KAREN MYERS BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE NUGENT Vice President 1.00 0.00 X X 0 0 0 TODD RAHR BOARD MEMBER 1.00 0.00 X 0 0 0 RANDY RILEY BOARD MEMBER 1.00 0.00 X 0 0 0 MARTIN ROGERS BOARD MEMBER 1.00 0.00 X 0 0 0 JIM STRAUSS BOARD MEMBER 1.00 0.00 X 0 0 0 MARK THANE BOARD MEMBER 1.00 0.00 X 0 0 0 HOLLY TRUITT BOARD MEMBER 1.00 0.00 X 0 0 0 JASON WILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 ELISE GUEST BOARD MEMBER 0.00 0.00 X 0 0 0 REBEKAH DUBOIS BOARD MEMBER 0.00 0.00 X 0 0 0 ROBERT HAMILTON BOARD MEMBER 0.00 0.00 X 0 0 0 MURRAY PIERCE BOARD MEMBER 0.00 0.00 X 0 0 0 KATIE STEVENS BOARD MEMBER 0.00 0.00 X 0 0 0 DAN WHITE BOARD MEMBER 0.00 0.00 X 0 0 0 150919 4528 0 false false false 0 1412438 1412438 0 55780 55780 0 0 0 191036 141574 49462 49462 49462 0 0 0 OTHER INCOME 900099 1100 1100 1100 1518780 1100 105242 115842 115842 0 0 0 155447 93268 38862 23317 0 392742 235646 98185 58911 5888 3533 1472 883 37032 22219 9258 5555 50731 30438 12683 7610 0 0 28970 17381 7243 4346 0 0 12605 7563 3151 1891 0 36415 21849 9104 5462 24097 14458 6024 3615 0 0 25557 15334 6389 3834 5217 3130 1304 783 0 0 0 0 14414 8648 3604 2162 7558 4534 1890 1134 SPECIAL PROJECTS 452729 452729 UNITED WAY WORLDWIDE 13424 8054 3356 2014 EQUIPMENT RENTAL 3541 2125 885 531 0 1382209 1056751 203410 122048 629175 951044 0 129806 144696 12141 68409 0 0 0 0 7666 3147 496321 132473 378260 363848 1148842 1279649 0 0 0 12090 12028 2317980 2822821 56705 138523 160297 508471 5457 5652 136074 63867 358533 716513 X 1156430 1351958 803017 754350 1959447 2106308 2317980 2822821 X 136571 38202 -27912 X false true X true false X 1137601 800346 876667 1682597 1412438 5909649 0 0 1137601 800346 876667 1682597 1412438 5909649 751605 5158044 30575 40514 30779 30457 55780 188105 0 0 6097754 31753 0.84590 0.92190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 1148842 5950 137462 12605 1279649 1034106 5180 119912 10356 1148842 885606 5562 152969 10031 1034106 940216 7003 -41810 9966 9837 885606 826007 5000 118218 9009 940216 false false false 72000 72000 369731 84457 285274 54590 48016 6574 363848 X 1544377 38202 38202 1506175 12605 12605 1518780 1397516 27912 27912 1369604 12605 12605 1382209 Part IV, Line 2b: Explanation of escrow account liability UNDER THE GUIDANCE OF ITS BOARD OF DIRECTORS, THE UNITED WAY HAS ASSUMEDFISCAL SPONSORSHIP FOR TWO PROGRAMS. THE UNITED WAY'S COMMUNITY RELATIONS MANAGER PLAYS AN ACTIVE ROLE IN EACH FISCALLY SPONSORED PROGRAM; THE CEO SERVES ON THE ADVISORY BOARDS OF THE PROGRAMS. THE UNITED WAY PLACES ALL GIFTS, GRANTS, AND CONTRIBUTIONS RECEIVED AND IDENTIFIED WITH THESE PROGRAMS INTO A COMMITTED FUND TO BE USED FOR THE SOLE BENEFIT OF THEIR MISSIONS, UNDER GUIDANCE GIVEN BY STEERING COMMITTEES THAT INCLUDE THE AGENCY'S CEO. ALL PROGRAM EXPENDITURES ARE APPROVED BY THE CEO. PROGRAMS UNDER THE UNITED WAY'S FISCAL SPONSORSHIP ARE: 1) THE MONTANA BLACK COLLECTIVE MISSOULA AND 2) THE MISSOULA NONPROFIT CENTER. Part X : FIN48 Footnote THE UNITED WAY IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS BECAUSE THE UNITED WAY DID NOT HAVE ANY UNRELATED BUSINESS INCOME IN 2021. WITH FEW EXCEPTIONS, UNITED WAY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) IS NOT SUBJECT TO EXAMINATION FOR TAX YEARS PRIOR TO 2018. Part XII, Line 2d: Other expenses and losses per audited F/S UNCOLLECTIBLE PLEDGES $27912 true HUMAN RESOURCE COUNCIL 1801 S HIGGINS AVE MISSOULA MT 59801 810332017 24019 0 DIVERSION/PREVENTING HOMELESSNESS LOWELL ELEMENTARY SCHOOL 909 SOUTH AVENUE WEST MISSOULA MT 59801 810504312 20000 0 DEVELOP A COMMUNITY SCHOOL AT LOWEL POVERELLO CENTER 1110 W BROADWAY MISSOULA MT 59802 237439391 9000 0 ENDING HOMELESSNESS/SUPPORTING STAF RAISE MONTANA PO BOX 808 LOLO MT 59847 593817721 20000 0 ACCESS TO CHILDCARE SALVATION ARMY 355 S RUSSEL STREET MISSOULA MT 59801 222406433 9394 0 BACK TO SCHOOL BACKPACKS 0 5 Form 990, Part VI, Line 11b: Form 990 Review Process MEMBERS OF THE BOARD ARE PROVIDED A COPY OF THE 990 FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED AS SOON AS THE MEMBER IS AWARE OF THE CONFLICT. THE MEMBER WILL RETIRE FROM ALL DELIBERATIONS AND NOT PARTICIPATE IN VOTING IN CONNECTION WITH THE MATTER. EACH BOARD MEMBER ANNUALLY REVIEWS THE AGENCY'S CODE OF VALUES AND ETHICS AND DISCLOSES IN WRITING ANY CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE EXECUTIVE COMMITTEE DETERMINES THE CEO COMPENSATION USING COMPARABLE SALARY DATA FROM UNITED WAY WORLDWIDE FOR CEO SALARIES OF METRO IV UNITED WAYS (THOSE RAISING SIMILAR AMOUNTS OF FUNDS), NATIONALLY AND REGIONALLY. THE FULL BOARD PARTICIPATES IN THE CEO'S PERFORMANCE REVIEW BY PROVIDING FEEDBACK TO THE PRESIDENT; THE PRESIDENT AND EXECUTIVE COMMITTEE COMPLETE AN EVALUATION FORM AND THE CEO COMPLETES A SELF EVALUATION. THE PRESIDENT AND THE EXECUTIVE COMMITTEE THEN MEET WITH THE CEO TO REVIEW THE RESULTS. THE RESULTS ARE THEN REPORTED TO THE BOARD. ALL SALARY INCREASES ARE PERFORMANCE-BASED. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT AND ON WEBSITE. Other Changes In Net Assets Or Fund Balances - Other Decreases UNCOLLECTIBLE CONTRIBUTIONS = -$27912