2019-10-25T17:04:20-05:00 2019-06-30 810212932 WIPFLI LLP 303 N 28TH STREET SUITE 503 BILLINGS MT 59101 990 2018-07-01 810287507 UNITED WAY OF YELLOWSTONE COUNTY UNIT 4062728502 2173 OVERLAND BILLINGS MT 59102 CAROL BURTON PRESIDENT, CEO 4062728502 2019-10-23 1 KIMBERLY E DARE P00537995 4062481681 2019-10-20 209.181.10.179 2019-10-23 11:40:15 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CF814B14540A97E3E5DAAECAC371935649642788 2018 2019-02-21 02:37:17Z CAROL BURTON 2173 OVERLAND BILLINGS MT 59102 1969419 0 X WWW.UNITEDWAYYELLOWSTONE.ORG X 1961 MT TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 16 16 64 1113 0 0 1076560 1155034 661021 698012 146385 51666 1689 0 1885655 1904712 365691 350000 0 0 1037956 1077867 0 0 179280 485563 644637 1889210 2072504 -3555 -167792 3999006 3843260 1022683 1016622 2976323 2826638 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 350000 350000 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. 44559 DONOR DESIGNATIONS UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. 1419362 698012 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. 1813921 1 1 0 0 0 1 0 0 0 1 1 1 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 4 0 64 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 CHARLES WETHERINGTON 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 PATRICE ELLIOTT PAST 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 40.00 X 88370 0 20619 KATRINA MACLEOD FINANCE MANAGER 40.00 X 22246 0 3687 110616 0 24306 0 0 0 0 0 230696 924338 1155034 CARE ACADEMY APPLICATI 900099 690057 690057 ADMINISTRATIVE FEE 900099 7615 7615 YVC SUMMER PROGRAM FEE 900099 340 340 698012 32658 32658 83715 64707 19008 19008 19008 1904712 698012 0 51666 X 350000 350000 153278 132269 7049 13960 666631 575260 30655 60716 60420 50640 3816 5964 130698 109543 8254 12901 66840 57678 3074 6088 16475 16475 23947 23572 114 261 2589 1721 124 744 29928 20658 912 8358 13900 11947 709 1244 250 107 143 1095 72 1023 27712 23788 1359 2565 11369 9671 563 1135 35959 30850 1764 3345 7276 5323 1329 624 CARE EXPENSES 108169 108169 MONTANA 211 82457 82457 UNCOLLECTIBLE PLEDGES 53639 53639 EARLY CHILDHOOD 37909 37909 191963 182287 2083 7593 2072504 1813921 79303 179280 36080 26978 822439 607695 301563 319975 33763 2526 12291 13090 1581395 249789 1367565 1331606 856798 944906 549814 577043 18693 19441 3999006 3843260 92470 119111 36472 110847 63056 2993 782699 740585 47986 43086 1022683 1016622 X 2515754 2336897 460569 489741 2976323 2826638 3999006 3843260 -167792 18107 0 X 0 1 X 1 0 X 1400241 1373541 1315770 1076560 1215034 6381146 1400241 1373541 1315770 1076560 1215034 6381146 6381146 24517 -12662 47330 146385 68968 274538 10611 13456 4213 1689 29969 6685653 3100084 0.95450 0.95870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2014 AMOUNT: $ 10,611. 2015 AMOUNT: $ 13,456. 2016 AMOUNT: $ 4,213. 2017 AMOUNT: $ 1,689. 182 19538 480107 1 1 1406612 19538 1915 817500 6921 603644 1646136 24070 -245091 18503 1406612 1462067 25489 174710 16130 1646136 1423529 69157 -16062 14557 1462067 1427231 8500 52791 50000 14993 1423529 0.20000 0.80000 0 0 443873 443873 1056083 188793 867290 81439 60996 20443 1331606 FIXED INCOME SECURITIES 418912 F COMPLEMENTARY STRATEGIES 83897 F REAL ASSET SECURITIES 74234 F 577043 AGENCY FUNDS 43761 CAPITAL LEASE OBLIGATIONS 9450 UNAMORTIZED DEBT ISSUANCE COSTS -10125 43086 1922819 18107 18107 1904712 0 1904712 2072504 0 2072504 0 2072504 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) 40000 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) 65000 FRIENDSHIP YOUTH DEVELOPMENT PROGRAM YELLOWSTONE CASA INC PO BOX 688 BILLINGS MT 59103 481301287 501(C)(3) 40000 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) 55000 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) 20000 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 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.