UNITED WAY OF MISSOULA COUNTY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MISSOULA COUNTY (EIN 81-0287854)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202113159349304796
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T11:05:41-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522408237 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARVER FLOREK & JAMES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2246 N UNIVERSITY PARK BLVD | AddressLine1Txt |
| City | LAYTON | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810287854 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MISSOULA COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4065496104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7395 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HAY PATRICK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN HAY | PersonFirstNm |
| Person Last | PATRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Balaich CPA | PreparerPersonNm |
| PTIN | P01579690 | PTIN |
| Phone | 8019261177 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN HAY PATRICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7395 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,823,528 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.missoulaunitedway.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $876,667 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,682,597 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,859 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,862 | CYInvestmentIncomeAmt |
| PY Other Revenue | $487 | PYOtherRevenueAmt |
| CY Other Revenue | $536 | CYOtherRevenueAmt |
| PY Total Revenue | $912,013 | PYTotalRevenueAmt |
| CY Total Revenue | $1,748,995 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $155,978 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $143,176 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $432,002 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $521,902 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $108,117 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $294,726 | PYOtherExpensesAmt |
| CY Other Expenses | $628,259 | CYOtherExpensesAmt |
| PY Total Expenses | $882,706 | PYTotalExpensesAmt |
| CY Total Expenses | $1,293,337 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $29,307 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $455,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,777,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,317,980 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $322,813 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $358,533 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,454,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,959,447 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,005,022 | ExpenseAmt |
| Grant | $143,176 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $1,005,022 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JCCS PC | PersonNm |
| Phone | 4065494148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2620 CONNERY WAY | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| SUSAN HAY PATRICK | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $86,800 | $0 | $7,210 | |
| ROBERT HOMER | |||||||
| DIR OF OPERATIO | 40.00 | 0.00 | Yes (X) | $61,496 | $0 | $6,317 | |
| DWIGHT SCHULTE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BETH BURMAN FRAZEE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| YVETTE HEINTZ | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GWEN LANDQUIST | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MELISSA MATASSA-STONE | |||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAREN MYERS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE NUGENT | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TODD RAHR | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RANDY RILEY | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARTIN ROGERS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JIM STRAUSS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARK THANE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HOLLY TRUITT | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JASON WILLIAMS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,296 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $13,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $91,812 | GovernmentGrantsAmt |
| All Other Contributions | $1,590,785 | AllOtherContributionsAmt |
| Total Contributions | $1,682,597 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,457 | TotalRevenueColumnAmt |
| Exclusion | $30,457 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,938 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,533 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,405 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,405 | TotalRevenueColumnAmt |
| Exclusion | $35,405 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $536 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $536 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,748,995 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $536 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $65,862 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,176 | TotalAmt |
| Program Services | $143,176 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,823 | TotalAmt |
| Program Services | $97,092 | ProgramServicesAmt |
| Management And General | $40,457 | ManagementAndGeneralAmt |
| Fundraising | $24,274 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,103 | TotalAmt |
| Program Services | $176,458 | ProgramServicesAmt |
| Management And General | $73,528 | ManagementAndGeneralAmt |
| Fundraising | $44,117 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,039 | TotalAmt |
| Program Services | $1,823 | ProgramServicesAmt |
| Management And General | $760 | ManagementAndGeneralAmt |
| Fundraising | $456 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,605 | TotalAmt |
| Program Services | $15,362 | ProgramServicesAmt |
| Management And General | $6,402 | ManagementAndGeneralAmt |
| Fundraising | $3,841 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,332 | TotalAmt |
| Program Services | $22,399 | ProgramServicesAmt |
| Management And General | $9,333 | ManagementAndGeneralAmt |
| Fundraising | $5,600 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,170 | TotalAmt |
| Program Services | $13,902 | ProgramServicesAmt |
| Management And General | $5,793 | ManagementAndGeneralAmt |
| Fundraising | $3,475 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,356 | TotalAmt |
| Program Services | $6,214 | ProgramServicesAmt |
| Management And General | $2,589 | ManagementAndGeneralAmt |
| Fundraising | $1,553 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,088 | TotalAmt |
| Program Services | $25,851 | ProgramServicesAmt |
| Management And General | $10,773 | ManagementAndGeneralAmt |
| Fundraising | $6,464 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,457 | TotalAmt |
| Program Services | $22,474 | ProgramServicesAmt |
| Management And General | $9,364 | ManagementAndGeneralAmt |
| Fundraising | $5,619 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,039 | TotalAmt |
| Program Services | $8,423 | ProgramServicesAmt |
| Management And General | $3,510 | ManagementAndGeneralAmt |
| Fundraising | $2,106 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,485 | TotalAmt |
| Program Services | $17,690 | ProgramServicesAmt |
| Management And General | $7,372 | ManagementAndGeneralAmt |
| Fundraising | $4,423 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,213 | TotalAmt |
| Program Services | $4,928 | ProgramServicesAmt |
| Management And General | $2,053 | ManagementAndGeneralAmt |
| Fundraising | $1,232 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,198 | TotalAmt |
| Program Services | $8,518 | ProgramServicesAmt |
| Management And General | $3,550 | ManagementAndGeneralAmt |
| Fundraising | $2,130 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,102 | TotalAmt |
| Program Services | $2,461 | ProgramServicesAmt |
| Management And General | $1,026 | ManagementAndGeneralAmt |
| Fundraising | $615 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL PROJECTS | $429,403 | $429,403 | ||
| UNITED WAY WORLDWIDE | $10,011 | $6,006 | $2,503 | $1,502 |
| EQUIPMENT RENTAL | $3,094 | $1,856 | $774 | $464 |
| WORKERS COMPENSATION | $1,643 | $986 | $411 | $246 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,337 | TotalAmt |
| Program Services | $1,005,022 | ProgramServicesAmt |
| Management And General | $180,198 | ManagementAndGeneralAmt |
| Fundraising | $108,117 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,989 | BOYAmt |
| EOY | $629,175 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,396 | BOYAmt |
| EOY | $129,806 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,141 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,451 | BOYAmt |
| EOY | $7,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $496,321 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,061 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,275 | BOYAmt |
| EOY | $378,260 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,106 | BOYAmt |
| EOY | $1,148,842 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,146 | BOYAmt |
| EOY | $12,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,777,363 | BOYAmt |
| EOY | $2,317,980 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,470 | BOYAmt |
| EOY | $56,705 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,392 | BOYAmt |
| EOY | $160,297 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,457 | BOYAmt |
| EOY | $5,457 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,494 | BOYAmt |
| EOY | $136,074 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,813 | BOYAmt |
| EOY | $358,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,224 | BOYAmt |
| EOY | $1,156,430 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,326 | BOYAmt |
| EOY | $803,017 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454,550 | BOYAmt |
| EOY | $1,959,447 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,777,363 | BOYAmt |
| EOY | $2,317,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $455,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,239 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $867,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,137,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $800,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $876,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,682,597 | CurrentTaxYearAmt |
| Total | $5,364,540 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $867,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,137,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $800,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $876,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,682,597 | CurrentTaxYearAmt |
| Total | $5,364,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $279,005 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,085,535 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,457 | CurrentTaxYearAmt |
| Total | $151,925 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,516,465 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $47,423 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,034,106 | BeginningYearBalanceAmt |
| Contributions | $5,180 | ContributionsAmt |
| Investment Earnings Or Losses | $119,912 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,356 | AdministrativeExpensesAmt |
| End Year Balance | $1,148,842 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $885,606 | BeginningYearBalanceAmt |
| Contributions | $5,562 | ContributionsAmt |
| Investment Earnings Or Losses | $152,969 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,031 | AdministrativeExpensesAmt |
| End Year Balance | $1,034,106 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $940,216 | BeginningYearBalanceAmt |
| Contributions | $7,003 | ContributionsAmt |
| Investment Earnings Or Losses | -$41,810 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,966 | OtherExpendituresAmt |
| Administrative Expenses | $9,837 | AdministrativeExpensesAmt |
| End Year Balance | $885,606 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $826,007 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $118,218 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $9,009 | AdministrativeExpensesAmt |
| End Year Balance | $940,216 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $777,271 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $50,350 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,614 | AdministrativeExpensesAmt |
| End Year Balance | $826,007 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.48000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,000 | OtherCostOrOtherBasisAmt |
| Book Value | $72,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $369,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,982 | DepreciationAmt |
| Book Value | $293,749 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,079 | DepreciationAmt |
| Book Value | $12,511 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $378,260 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,787,878 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,239 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $49,239 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,738,639 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,356 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $10,356 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,748,995 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,282,981 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,282,981 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,356 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,356 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,293,337 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: Explanation of escrow account liability | UNDER THE GUIDANCE OF ITS BOARD OF DIRECTORS, THE UNITED WAY HAS ASSUMEDFISCAL SPONSORSHIP FOR THREE PROGRAMS. THE UNITED WAY'S COMMUNITY RELATIONS MANAGER PLAYS AN ACTIVE ROLE IN ALL THREE OF THE FISCALLY SPONSORED PROGRAMS; 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 MISSOULA YOUTH PHILANTHROPY CLUB; 2) VOLUNTEER MISSOULA; AND 3) THE MISSOULA NONPROFIT NETWORK (MNN). |
| 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 2019. 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 2016. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHILDCARE RESOURCES | |||||||
| 500 NORTH HIGGINS STE 202 | MISSOULA | MT | 59801 | 237096799 | $5,500 | $0 | COVID/AT HOME CHILDCARE SUPPORT |
| HUMAN RESOURCE COUNCIL | |||||||
| 1801 S HIGGINS AVE | MISSOULA | MT | 59801 | 810332017 | $5,500 | $0 | COVID PROGRAMS-HOUSING |
| MISSOULA AGING SERVICES | |||||||
| 337 STEPHENS AVENUE | MISSOULA | MT | 59801 | 810379543 | $5,500 | $0 | COVID PROGRAMS |
| POVERELLO CENTER | |||||||
| 1110 W BROADWAY | MISSOULA | MT | 59802 | 237439391 | $10,500 | $0 | COVID PROGRAMS |
| SALVATION ARMY | |||||||
| 355 S RUSSELL ST | MISSOULA | MT | 59801 | 222406433 | $12,275 | $0 | BACK TO SCHOOL BACKPACKS |
| YWCA | |||||||
| 1130 W BROADWAY | MISSOULA | MT | 59802 | 810245851 | $5,500 | $0 | COVID PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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