2020-10-20T11:46:06-05:00 2020-06-30 810212932 WIPFLI LLP 550 NORTH 31ST ST SUITE 300 BILLINGS MT 59101 990 2019-07-01 810287507 UNITED WAY OF YELLOWSTONE COUNTY UNIT 4062728502 2173 OVERLAND BILLINGS MT 59102 KIM LEWIS PRESIDENT, CEO 4062728502 2020-10-19 1 KIMBERLY E DARE P00537995 4062481681 2020-10-19 4.4.25.242 2020-10-19 15:00:05 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3217D51BCBB345CFEE6C0E16FD70177C1A92B3C9 2019 2021-01-29 14:40:06Z KIM LEWIS 2173 OVERLAND BILLINGS MT 59102 2681625 0 X WWW.UNITEDWAYYELLOWSTONE.ORG X 1961 MT TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 14 14 55 1204 0 0 1155034 1517323 698012 492745 51666 186257 0 0 1904712 2196325 350000 380000 0 0 1077867 1032487 0 0 157554 644637 930609 2072504 2343096 -167792 -146771 3843260 3891977 1016622 1190138 2826638 2701839 THE UNITED WAY OF YELLOWSTONE COUNTY IS A COMMUNITY-BUILDING ORGANIZATION. WE PROVIDE LEADERSHIP TO EFFECTIVELY MOBILIZE PEOPLE, FINANCIAL AND STRATEGIC RESOURCES TO IMPROVE PEOPLE'S LIVES. WE IDENTIFY AND ADDRESS PRIORITY NEEDS AND PROVIDE SOLUTIONS. 0 0 380000 380000 WITH FUNDING THROUGH GRANTS AND PRIVATE CONTRIBUTIONS, UNITED WAY OF YELLOWSTONE COUNTY PARTNERS WITH PROGRAMS THAT DIRECTLY BENEFIT INDIVIDUALS AND FAMILIES THAT LIVE IN OUR COMMUNITY. SEE SCHEDULE I OF ALLOCATIONS FOR A LIST OF AGENCIES RECEIVING SUPPORT DURING THE FISCAL YEAR. 29964 DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. 1667931 492745 WITH FUNDING THROUGH GRANTS AND PRIVATE CONTRIBUTIONS, UNITED WAY OF YELLOWSTONE COUNTY ADMINISTERS PROGRAMS AND LEADS COALITIONS THAT DIRECTLY BENEFIT INDIVIDUALS AND FAMILIES THAT LIVE IN OUR COMMUNITY; INCLUDING REACH OUT & READ, MONTANA 211, DISCOVER ZONE, BRIGHT BY TEXT, GRADUATION MATTERS, SUBSTANCE ABUSE CONNECT, BEST BEGINNINGS, CONTINUUM OF CARE, CARE ACADEMY AND VOLUNTEER ENGAGEMENT. 2077895 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 55 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X UNITED WAY OF YELLOWSTONE COUNTY 4062523839 2173 OVERLAND BILLINGS MT 59102 BRENDA KOCH BOARD MEMBER 1.00 X 0 0 0 FRED BUTTON BOARD MEMBER 1.00 X 0 0 0 JOANNE PEABODY BOARD MEMBER 1.00 X 0 0 0 KANE CLAUNCH BOARD MEMBER 1.00 X 0 0 0 KARLA STAUFFER CHAIR 1.00 X X 0 0 0 KATIE EDWARDS BOARD MEMBER 1.00 X 0 0 0 BRET RUTHERFORD BOARD MEMBER 1.00 X 0 0 0 MATT SCHAFER TREASURER 1.00 X X 0 0 0 ROBYN DRISCOLL BOARD MEMBER 1.00 X 0 0 0 SCOTT HARRINGTON BOARD MEMBER 1.00 X 0 0 0 BILL HUPPERT BOARD MEMBER 1.00 X 0 0 0 KRISTIE JESSUP BOARD MEMBER 1.00 X 0 0 0 SHAWN HINZ BOARD MEMBER 1.00 X 0 0 0 THERESA HINZ BOARD MEMBER 1.00 X 0 0 0 CAROL BURTON CEO - FORMER 40.00 X 99955 0 11306 CORAL WILLIAMSON CFO 40.00 X 0 0 0 KATRINA MACLEOD CFO - FORMER 40.00 X 57234 0 13599 KIM LEWIS CEO 40.00 X 0 0 0 157189 0 24905 0 0 0 0 0 150743 1366580 1517323 CARE ACADEMY APPLICATI 900099 485077 485077 ADMINISTRATIVE FEE 900099 7668 7668 492745 37519 37519 359038 275000 383474 101826 -24436 173174 148738 148738 2196325 492745 0 186257 X 380000 380000 152128 128861 10278 12989 626966 531074 42361 53531 66934 53723 6408 6803 122821 98578 11759 12484 63638 53905 4300 5433 16475 16475 14667 13630 158 879 339 296 12 31 2168 1312 155 701 36430 24647 1748 10035 11948 10171 729 1048 50 29 21 801 43 758 26336 20350 3843 2143 12449 10399 959 1091 35774 29983 2635 3156 7484 5555 1328 601 SUBSTANCE ABUSE CONNECT 203493 203493 FINANCIAL STABILITY INI 90531 90531 CONTINUUM OF CARE 83711 83711 CARE EXPENSES 77745 77745 310208 259859 3741 46608 2343096 2077895 107647 157554 26978 185259 607695 545989 319975 268343 2526 2222 13090 21329 1544291 285563 1331606 1258728 944906 1589889 577043 19441 20218 3843260 3891977 119111 136802 110847 194149 2993 14262 740585 697022 43086 147903 1016622 1190138 X 2336897 2184462 489741 517377 2826638 2701839 3843260 3891977 -146771 21972 0 X 0 1 X 1 0 X 1373541 1315770 1076560 1215034 1517323 6498228 1373541 1315770 1076560 1215034 1517323 6498228 790482 5707746 -12662 47330 146385 68968 37519 287540 13456 4213 1689 19358 6805126 3101012 0.83870 0.95450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2015 AMOUNT: $ 13,456. 2016 AMOUNT: $ 4,213. 2017 AMOUNT: $ 1,689. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 185 12268 492375 1 1 603644 12268 0 0 615912 1406612 19538 1915 817500 6921 603644 1646136 24070 -245091 18503 1406612 1462067 25489 174710 16130 1646136 1423529 69157 -16062 14557 1462067 0.20000 0.80000 0 0 342047 342047 1120805 216446 904359 81439 69117 12322 1258728 AGENCY FUNDS 31018 CAPITAL LEASE OBLIGATIONS 6750 UNAMORTIZED DEBT ISSUANCE COSTS -9375 REFUNDABLE ADVANCE LIABILITY - PPP FUNDS 119510 147903 2218297 21972 21972 2196325 0 2196325 2343096 0 2343096 0 2343096 PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUND THAT IS MADE AVAILABLE TO THE UNITED WAY BOARD OF DIRECTORS MAY BE USED AS FOLLOWS: 1)TO MEET UNANTICIPATED NEEDS AND EMERGING PROBLEMS THAT DEMAND AN EARLY RESPONSE THROUGH NEW OR EXISTING PROGRAMS REQUIRING A LEVEL OF FUNDING NOT AVAILABLE FROM THE ANNUAL CAMPAIGN; 2)TO MAINTAIN OR EXPAND SERVICE LEVELS DURING ECONOMIC DOWN CYCLES OR PERIODS OF INCREASED UNEMPLOYMENT OR PHYSICAL DISASTER WHICH REQUIRE ADDITIONAL HEALTH AND HUMAN SERVICES WHEN FINANCIAL RESOURCES ARE LIMITED; 3)TO SUPPORT UNITED WAY'S ROLE IN THE COMMUNITY AS A FACILITATOR TO FOCUS THE ATTENTION AND RESOURCES OF OTHER SECTORS ON HIGH PRIORITY PROBLEMS; 4)TO HELP ASSURE THE FINANCIAL STABILITY OF AGENCIES FACING UNUSUAL OR CATASTROPHIC FINANCIAL PROBLEMS THAT EXCEED THEIR OWN RESOURCES. PART V, ENDOWMENT FUNDS, LINE 1E: TO BE IN COMPLIANCE WITH THE REPORTING REQUIREMENTS OF ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES, THE PRESENTATION OF THE ENDOWMENT PORTION OF THE INVESTMENTS HAS CHANGED. THE $817,500 OF "OTHER EXPENDITURES" WERE NOT ACTUALLY SPENT OR TRANSFERRED, BUT RATHER RECLASSIFIED. FOR FINANCIAL REPORTING PURPOSES, THESE FUNDS ARE NOW INCLUDED IN NET ASSETS WITHOUT DONOR RESTRICTION AND ARE NOT PART OF THE ENDOWMENT, AS THEY ARE NEITHER DONOR RESTRICTED NOR BOARD DESIGNATED. 1 ADULT RESOURCE ALLIANCE 1505 AVE D BILLINGS MT 59102 810364744 501(C)(3) 20000 KEEPING ADULTS 60+ INDEPENDENT AND INVOLVED BIG SKY SENIOR SERVICES INC 937 GRAND AVE BILLINGS MT 59102 810364919 501(C)(3) 40000 FRIENDS VOLUNTEER PROGRAM BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY 505 ORCHARD LANE BILLINGS MT 59101 810308003 501(C)(3) 30000 PROJECT LEARN - YOUTH DEVELOPMENT DISTRICT 7 HRDC PO BOX 2016 BILLINGS MT 59103 810300207 501(C)(3) 25000 COMMUNITY RESOURCES FAMILY SERVICE INC 1824 1ST AVE N PO BOX 1020 BILLINGS MT 59103 810232120 501(C)(3) 30000 HELPING NEIGHBORS IN NEED/FINANCIAL STABILITY & INDEPENDENCE FRIENDSHIP HOUSE 3123 8TH AVE S BILLINGS MT 59101 810300497 501(C)(3) 50000 FRIENDSHIP YOUTH DEVELOPMENT PROGRAM YELLOWSTONE CASA INC PO BOX 688 BILLINGS MT 59103 481301287 501(C)(3) 45000 ADVOCATES FOR ABUSED/NEGLECTED CHILDREN IN 13TH JUDICIAL DISTRICT YOUNG FAMILIES EARLY HEAD START 1020 COOK PO BOX 51269 BILLINGS MT 59104 810422429 501(C)(3) 15000 YOUTH DEVELOPMENT FOR LOW-INCOME PREGNANT WOMEN & FAMILIES. YWCA OF BILLINGS 909 WYOMING AVE BILLINGS MT 59101 810235415 501(C)(3) 50000 QUALITY, AFFORDABLE FULL-DAY CHILD CARE ON A SLIDING SCALE. TUMBLEWEED RUNAWAY PROGRAM INC 505 NORTH 24TH STREET BILLINGS MT 59101 363343886 501(C)(3) 25000 TO FURTHER THE MISSION PROGRESS OF THE GRANTEE ORGANIZATION PART I, LINE 2: INCOME FROM FEDERALLY FUNDED PROJECTS MUST BE ALLOWABLE BY THE FUNDING AGENCY AND USED IN ACCORDANCE WITH THE PROGRAM AGREEMENT AND FEDERAL GUIDELINES. SPECIFICALLY THIS INCOME MUST BE LIMITED TO ONE OR MORE OF THE FOLLOWING: FURTHERING THE ELIGIBLE PROJECT OR PROGRAM OBJECTIVES FINANCING THE NON-FEDERAL SHARE OF THE PROJECT OR PROGRAM DEDUCTING IT FROM THE TOTAL FEDERAL SHARE OF PROJECT OR PROGRAM ALLOWABLE COSTS. DISBURSEMENTS MUST BE SUPPORTED BY THE CHECK STUB, WHEN PAID BY CHECK, AND A COPY OF THE INVOICE OR APPROPRIATE DOCUMENTATION SUPPORTING THE DISBURSEMENT. ALL DISBURSEMENTS FOR GRANT PROGRAMS MUST BE ALLOWABLE UNDER THE GRANT AGREEMENT. ALL OF THESE DOCUMENTATIONS ARE MAINTAINED FOR 7 YEARS IN THE FILES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990, WHICH IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C IF A CONFLICT OF INTEREST SITUATION ARISES, THE PARTIES INVOLVED ARE INTERVIEWED TO DETERMINE AN APPROPRIATE COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES CEO COMPENSATION BY COMPARING COMPENSATION FROM UNITED WAYS OF SIMILAR SIZE AND CURRENT LOCAL LABOR MARKET COMPENSATION. COMPENSATION FOR OTHER KEY EMPLOYEES IS DETERMINED BY THE CEO, IN COMPARISON TO THE LOCAL LABOR MARKET FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND THE ANNUAL AUDIT ARE AVAILABLE ON UWYC WEBSITE. OTHER DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BANK SERVICE CHARGES: PROGRAM SERVICE EXPENSES 13,630. MANAGEMENT AND GENERAL EXPENSES 204. FUNDRAISING EXPENSES 879. TOTAL EXPENSES 14,713. MISCELLANEOUS/INCIDENTAL FEES: MANAGEMENT AND GENERAL EXPENSES -46. TOTAL EXPENSES -46. FORM 990, PART IX, LINE 24E MONTANA 211: PROGRAM SERVICE EXPENSES 71,079. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,500. TOTAL EXPENSES 73,579. BEST BEGINNINGS: PROGRAM SERVICE EXPENSES 56,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,625. EFSP EXPENSE: PROGRAM SERVICE EXPENSES 42,066. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,066. UNCOLLECTIBLE PLEDGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 39,214. TOTAL EXPENSES 39,214. COMMUNITY RESOURCE CENTER: PROGRAM SERVICE EXPENSES 23,244. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,244. EARLY CHILDHOOD: PROGRAM SERVICE EXPENSES 19,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,518. MAINTENANCE: PROGRAM SERVICE EXPENSES 9,962. MANAGEMENT AND GENERAL EXPENSES 671. FUNDRAISING EXPENSES 997. TOTAL EXPENSES 11,630. JANITORIAL: PROGRAM SERVICE EXPENSES 9,415. MANAGEMENT AND GENERAL EXPENSES 821. FUNDRAISING EXPENSES 992. TOTAL EXPENSES 11,228. FEES: PROGRAM SERVICE EXPENSES 8,530. MANAGEMENT AND GENERAL EXPENSES 1,096. FUNDRAISING EXPENSES 911. TOTAL EXPENSES 10,537. SUPPLIES: PROGRAM SERVICE EXPENSES 6,464. MANAGEMENT AND GENERAL EXPENSES 256. FUNDRAISING EXPENSES 687. TOTAL EXPENSES 7,407. TELEPHONE: PROGRAM SERVICE EXPENSES 6,673. MANAGEMENT AND GENERAL EXPENSES 255. FUNDRAISING EXPENSES 350. TOTAL EXPENSES 7,278. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,245. MANAGEMENT AND GENERAL EXPENSES 82. FUNDRAISING EXPENSES 922. TOTAL EXPENSES 2,249. GRADUATION MATTERS: PROGRAM SERVICE EXPENSES 1,762. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,762. DISCOVER ZONE: PROGRAM SERVICE EXPENSES 1,581. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,581. TRAINING AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 507. MANAGEMENT AND GENERAL EXPENSES 560. FUNDRAISING EXPENSES 35. TOTAL EXPENSES 1,102. YOUTH VOLUNTEER CORPS: PROGRAM SERVICE EXPENSES 791. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 791. DISASTER PROJECT: PROGRAM SERVICE EXPENSES 397. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 397.