UNITED WAY OF YELLOWSTONE COUNTY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF YELLOWSTONE COUNTY INC (EIN 81-0287507)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-25
- IRS object ID
- 201932989349301563
- Schema version
- 2018v3.1
- 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 | 2019-10-25T17:04:20-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810212932 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 N 28TH STREET SUITE 503 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810287507 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF YELLOWSTONE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4062728502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2173 OVERLAND | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL BURTON | PersonNm |
| Person Title | PRESIDENT, CEO | PersonTitleTxt |
| Phone | 4062728502 | PhoneNum |
| Signature | 2019-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY E DARE | PreparerPersonNm |
| PTIN | P00537995 | PTIN |
| Phone | 4062481681 | PhoneNum |
| Preparation | 2019-10-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.181.10.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-23 | IPDt |
| IP Tm | 11:40:15 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CF814B14540A97E3E5DAAECAC371935649642788 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL BURTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2173 OVERLAND | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,969,419 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYYELLOWSTONE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 64 | TotalEmployeeCnt |
| Total Volunteers | 1113 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,076,560 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,155,034 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $661,021 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $698,012 | CYProgramServiceRevenueAmt |
| PY Investment Income | $146,385 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,666 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,689 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,885,655 | PYTotalRevenueAmt |
| CY Total Revenue | $1,904,712 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $365,691 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $350,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,037,956 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,077,867 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $179,280 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $485,563 | PYOtherExpensesAmt |
| CY Other Expenses | $644,637 | CYOtherExpensesAmt |
| PY Total Expenses | $1,889,210 | PYTotalExpensesAmt |
| CY Total Expenses | $2,072,504 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,555 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$167,792 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,999,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,843,260 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,022,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,016,622 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,976,323 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,826,638 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $350,000 | ExpenseAmt |
| Grant | $350,000 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,559 | ExpenseAmt |
| Desc | DONOR DESIGNATIONS UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,419,362 | ExpenseAmt |
| Revenue | $698,012 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,813,921 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 64 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF YELLOWSTONE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4062523839 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2173 OVERLAND | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BRENDA KOCH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES WETHERINGTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED BUTTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNE PEABODY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KANE CLAUNCH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARLA STAUFFER | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICE ELLIOTT | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATIE EDWARDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRET RUTHERFORD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT SCHAFER | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBYN DRISCOLL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HARRINGTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HUPPERT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIE JESSUP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN HINZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA HINZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL BURTON | ||||||
| CEO | 40.00 | $88,370 | $0 | $20,619 | Yes (X) | |
| KATRINA MACLEOD | ||||||
| FINANCE MANAGER | 40.00 | $22,246 | $0 | $3,687 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,616 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,306 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $230,696 | GovernmentGrantsAmt |
| All Other Contributions | $924,338 | AllOtherContributionsAmt |
| Total Contributions | $1,155,034 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CARE ACADEMY APPLICATI | 900099 | $690,057 | $690,057 |
| ADMINISTRATIVE FEE | 900099 | $7,615 | $7,615 |
| YVC SUMMER PROGRAM FEE | 900099 | $340 | $340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $698,012 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,658 | TotalRevenueColumnAmt |
| Exclusion | $32,658 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,715 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,707 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,008 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,008 | TotalRevenueColumnAmt |
| Exclusion | $19,008 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,904,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $698,012 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,000 | TotalAmt |
| Program Services | $350,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,278 | TotalAmt |
| Program Services | $132,269 | ProgramServicesAmt |
| Management And General | $7,049 | ManagementAndGeneralAmt |
| Fundraising | $13,960 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $666,631 | TotalAmt |
| Program Services | $575,260 | ProgramServicesAmt |
| Management And General | $30,655 | ManagementAndGeneralAmt |
| Fundraising | $60,716 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,420 | TotalAmt |
| Program Services | $50,640 | ProgramServicesAmt |
| Management And General | $3,816 | ManagementAndGeneralAmt |
| Fundraising | $5,964 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,698 | TotalAmt |
| Program Services | $109,543 | ProgramServicesAmt |
| Management And General | $8,254 | ManagementAndGeneralAmt |
| Fundraising | $12,901 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,840 | TotalAmt |
| Program Services | $57,678 | ProgramServicesAmt |
| Management And General | $3,074 | ManagementAndGeneralAmt |
| Fundraising | $6,088 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,475 | TotalAmt |
| Management And General | $16,475 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,947 | TotalAmt |
| Program Services | $23,572 | ProgramServicesAmt |
| Management And General | $114 | ManagementAndGeneralAmt |
| Fundraising | $261 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,589 | TotalAmt |
| Program Services | $1,721 | ProgramServicesAmt |
| Management And General | $124 | ManagementAndGeneralAmt |
| Fundraising | $744 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,928 | TotalAmt |
| Program Services | $20,658 | ProgramServicesAmt |
| Management And General | $912 | ManagementAndGeneralAmt |
| Fundraising | $8,358 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,900 | TotalAmt |
| Program Services | $11,947 | ProgramServicesAmt |
| Management And General | $709 | ManagementAndGeneralAmt |
| Fundraising | $1,244 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
| Program Services | $107 | ProgramServicesAmt |
| Fundraising | $143 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095 | TotalAmt |
| Program Services | $72 | ProgramServicesAmt |
| Management And General | $1,023 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,712 | TotalAmt |
| Program Services | $23,788 | ProgramServicesAmt |
| Management And General | $1,359 | ManagementAndGeneralAmt |
| Fundraising | $2,565 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,369 | TotalAmt |
| Program Services | $9,671 | ProgramServicesAmt |
| Management And General | $563 | ManagementAndGeneralAmt |
| Fundraising | $1,135 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,959 | TotalAmt |
| Program Services | $30,850 | ProgramServicesAmt |
| Management And General | $1,764 | ManagementAndGeneralAmt |
| Fundraising | $3,345 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,276 | TotalAmt |
| Program Services | $5,323 | ProgramServicesAmt |
| Management And General | $1,329 | ManagementAndGeneralAmt |
| Fundraising | $624 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CARE EXPENSES | $108,169 | $108,169 | |
| MONTANA 211 | $82,457 | $82,457 | |
| UNCOLLECTIBLE PLEDGES | $53,639 | $53,639 | |
| EARLY CHILDHOOD | $37,909 | $37,909 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,963 | TotalAmt |
| Program Services | $182,287 | ProgramServicesAmt |
| Management And General | $2,083 | ManagementAndGeneralAmt |
| Fundraising | $7,593 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,072,504 | TotalAmt |
| Program Services | $1,813,921 | ProgramServicesAmt |
| Management And General | $79,303 | ManagementAndGeneralAmt |
| Fundraising | $179,280 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,080 | BOYAmt |
| EOY | $26,978 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,439 | BOYAmt |
| EOY | $607,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,563 | BOYAmt |
| EOY | $319,975 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,763 | BOYAmt |
| EOY | $2,526 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,291 | BOYAmt |
| EOY | $13,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,581,395 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $249,789 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,367,565 | BOYAmt |
| EOY | $1,331,606 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,798 | BOYAmt |
| EOY | $944,906 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,814 | BOYAmt |
| EOY | $577,043 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,693 | BOYAmt |
| EOY | $19,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,999,006 | BOYAmt |
| EOY | $3,843,260 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,470 | BOYAmt |
| EOY | $119,111 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,472 | BOYAmt |
| EOY | $110,847 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,056 | BOYAmt |
| EOY | $2,993 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,699 | BOYAmt |
| EOY | $740,585 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,986 | BOYAmt |
| EOY | $43,086 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,683 | BOYAmt |
| EOY | $1,016,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,515,754 | BOYAmt |
| EOY | $2,336,897 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,569 | BOYAmt |
| EOY | $489,741 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,976,323 | BOYAmt |
| EOY | $2,826,638 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,999,006 | BOYAmt |
| EOY | $3,843,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$167,792 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,107 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,400,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,373,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,315,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,215,034 | CurrentTaxYearAmt |
| Total | $6,381,146 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,400,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,373,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,315,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,076,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,215,034 | CurrentTaxYearAmt |
| Total | $6,381,146 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,381,146 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$12,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,968 | CurrentTaxYearAmt |
| Total | $274,538 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,689 | CurrentTaxYearMinus1YearAmt |
| Total | $29,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,685,653 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,100,084 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2014 AMOUNT: $ 10,611. 2015 AMOUNT: $ 13,456. 2016 AMOUNT: $ 4,213. 2017 AMOUNT: $ 1,689. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 182 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $19,538 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $480,107 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,406,612 | BeginningYearBalanceAmt |
| Contributions | $19,538 | ContributionsAmt |
| Investment Earnings Or Losses | $1,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $817,500 | OtherExpendituresAmt |
| Administrative Expenses | $6,921 | AdministrativeExpensesAmt |
| End Year Balance | $603,644 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,646,136 | BeginningYearBalanceAmt |
| Contributions | $24,070 | ContributionsAmt |
| Investment Earnings Or Losses | -$245,091 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,503 | AdministrativeExpensesAmt |
| End Year Balance | $1,406,612 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,462,067 | BeginningYearBalanceAmt |
| Contributions | $25,489 | ContributionsAmt |
| Investment Earnings Or Losses | $174,710 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,130 | AdministrativeExpensesAmt |
| End Year Balance | $1,646,136 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,423,529 | BeginningYearBalanceAmt |
| Contributions | $69,157 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,062 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,557 | AdministrativeExpensesAmt |
| End Year Balance | $1,462,067 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,427,231 | BeginningYearBalanceAmt |
| Contributions | $8,500 | ContributionsAmt |
| Investment Earnings Or Losses | $52,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| Administrative Expenses | $14,993 | AdministrativeExpensesAmt |
| End Year Balance | $1,423,529 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $443,873 | OtherCostOrOtherBasisAmt |
| Book Value | $443,873 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,056,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,793 | DepreciationAmt |
| Book Value | $867,290 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,996 | DepreciationAmt |
| Book Value | $20,443 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,331,606 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME SECURITIES | $418,912 | F |
| COMPLEMENTARY STRATEGIES | $83,897 | F |
| REAL ASSET SECURITIES | $74,234 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $577,043 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $43,761 |
| CAPITAL LEASE OBLIGATIONS | $9,450 |
| UNAMORTIZED DEBT ISSUANCE COSTS | -$10,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,086 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,922,819 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,107 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $18,107 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,904,712 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,904,712 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,072,504 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,072,504 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,072,504 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADULT RESOURCE ALLIANCE | |||||||
| 1505 AVE D | BILLINGS | MT | 59102 | 810364744 | 501(C)(3) | $20,000 | KEEPING ADULTS 60+ INDEPENDENT AND INVOLVED |
| BIG SKY SENIOR SERVICES INC | |||||||
| 937 GRAND AVE | BILLINGS | MT | 59102 | 810364919 | 501(C)(3) | $40,000 | FRIENDS VOLUNTEER PROGRAM |
| BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY | |||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | 810308003 | 501(C)(3) | $40,000 | PROJECT LEARN - YOUTH DEVELOPMENT |
| DISTRICT 7 HRDC | |||||||
| PO BOX 2016 | BILLINGS | MT | 59103 | 810300207 | 501(C)(3) | $25,000 | COMMUNITY RESOURCES |
| FAMILY SERVICE INC | |||||||
| 1824 1ST AVE N PO BOX 1020 | BILLINGS | MT | 59103 | 810232120 | 501(C)(3) | $30,000 | HELPING NEIGHBORS IN NEED/FINANCIAL STABILITY & INDEPENDENCE |
| FRIENDSHIP HOUSE | |||||||
| 3123 8TH AVE S | BILLINGS | MT | 59101 | 810300497 | 501(C)(3) | $65,000 | FRIENDSHIP YOUTH DEVELOPMENT PROGRAM |
| YELLOWSTONE CASA INC | |||||||
| PO BOX 688 | BILLINGS | MT | 59103 | 481301287 | 501(C)(3) | $40,000 | 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) | $15,000 | YOUTH DEVELOPMENT FOR LOW-INCOME PREGNANT WOMEN & FAMILIES. |
| YWCA OF BILLINGS | |||||||
| 909 WYOMING AVE | BILLINGS | MT | 59101 | 810235415 | 501(C)(3) | $55,000 | 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) | $20,000 | TO FURTHER THE MISSION PROGRESS OF THE GRANTEE ORGANIZATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | CEO COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WHO REVIEW COMPARABLE COMPENSATION FOR UNITED WAYS OF SIMILAR SIZE AND THE CURRENT LOCAL LABOR MARKET COMPENSATION. COMPENSATION FOR THE OTHER KEY EMPLOYEES IN 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 23,572. MANAGEMENT AND GENERAL EXPENSES 109. FUNDRAISING EXPENSES 261. TOTAL EXPENSES 23,942. MISCELLANEOUS/INCIDENTAL FEES: MANAGEMENT AND GENERAL EXPENSES 5. TOTAL EXPENSES 5. |
| FORM 990, PART IX, LINE 24E | SUBSTANCE ABUSE CONNECT COALITION: PROGRAM SERVICE EXPENSES 34,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,153. COMMUNITY RESOURCE CENTER: PROGRAM SERVICE EXPENSES 32,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,514. CONTINUUM OF CARE: PROGRAM SERVICE EXPENSES 26,415. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,415. EFSP EXPENSE: PROGRAM SERVICE EXPENSES 23,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,153. MAINTENANCE: PROGRAM SERVICE EXPENSES 11,272. MANAGEMENT AND GENERAL EXPENSES 604. FUNDRAISING EXPENSES 1,186. TOTAL EXPENSES 13,062. JANITORIAL: PROGRAM SERVICE EXPENSES 9,284. MANAGEMENT AND GENERAL EXPENSES 509. FUNDRAISING EXPENSES 965. TOTAL EXPENSES 10,758. SUPPLIES: PROGRAM SERVICE EXPENSES 7,134. MANAGEMENT AND GENERAL EXPENSES 321. FUNDRAISING EXPENSES 1,464. TOTAL EXPENSES 8,919. GRADUATION MATTERS: PROGRAM SERVICE EXPENSES 8,479. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,479. TELEPHONE: PROGRAM SERVICE EXPENSES 7,117. MANAGEMENT AND GENERAL EXPENSES 190. FUNDRAISING EXPENSES 363. TOTAL EXPENSES 7,670. DISCOVER ZONE: PROGRAM SERVICE EXPENSES 5,116. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,116. FEES: PROGRAM SERVICE EXPENSES 4,306. MANAGEMENT AND GENERAL EXPENSES 266. FUNDRAISING EXPENSES 467. TOTAL EXPENSES 5,039. FINANCIAL STABILITY INITIATIVE: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. TRAINING AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,050. MANAGEMENT AND GENERAL EXPENSES 30. FUNDRAISING EXPENSES 2,025. TOTAL EXPENSES 4,105. BEST BEGINNINGS: PROGRAM SERVICE EXPENSES 3,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,565. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,502. MANAGEMENT AND GENERAL EXPENSES 163. FUNDRAISING EXPENSES 1,123. TOTAL EXPENSES 2,788. YOUTH VOLUNTEER CORPS: PROGRAM SERVICE EXPENSES 1,041. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,041. DISASTER PROJECT: PROGRAM SERVICE EXPENSES 186. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186. |
Comments