2018-08-29T10:11:15-06:00 2017-12-31 810522654 RANDALL & COMPANY P C PO BOX 4325 MISSOULA MT 598064325 990 2017-01-01 810287854 UNITED WAY OF MISSOULA COUNTY UNIT 4065496104 PO BOX 7395 MISSOULA MT 598077395 SUSAN HAY CRAMER CEO 4065496104 2018-08-20 true LOREN W RANDALL P00237699 4067285539 2018-08-20 2017 2022-09-23 18:48:47Z SUSAN HAY CRAMER PO BOX 7395 MISSOULA MT 598077395 1225750 false X WWW.MISSOULAUNITEDWAY.ORG X 1931 MT PROVIDING COMMUNITY SUPPORT AND ASSISTANCE - UNITED WAY OF MISSOULA COUNTY CREATES LASTING CHANGES IN COMMUNITY CONDITIONS BY SUPPORTING CRITICAL WORK TO IMPROVE EDUCATION, INCOME, HEALTH AND ACCESS TO BASIC HUMAN SERVICES. 16 16 10 411 0 867329 1109901 3334 30932 5880 43489 -1965 6752 874578 1191074 329117 244765 0 378396 416172 0 90623 183526 261361 891039 922298 -16461 268776 1392173 1801461 411946 395875 980227 1405586 X UNITED WAY OF MISSOULA COUNTY BUILDS A BETTER COMMUNITY FOR ALL, ESPECIALLY IN THE AREAS OF EDUCATION, INCOME 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 AND WELL. false false 244765 244765 GRANTS ARE MADE TO 501(C)3 ORGANIZATIONS IN MISSOULA COUNTY, MONTANA, TO FURTHER GOALS IN THE FOLLOWING FOUR AREAS: EDUCATION, INCOME, HEALTH, AND EMERGENCY/BASIC NEEDS. THIS FUNDING ALIGNS WITH THE AGENCY'S LONGTIME FOCUS ON BUILDING A STRONGER, HEALTHIER COMMUNITY AND WITH THE 10-YEAR GOALS OF AGENCY'S NATIONAL AFFILIATE, UNITED WAY WORLDWIDE. 405662 THE AGENCY SERVES AS A CONVENER, BRINGING TOGETHER AND CREATING LONG-TERM RELATIONSHIPS WITH DIVERSE COMMUNITY INVESTORS. THROUGH THESE RELATIONSHIPS, THE AGENCY HELPS IDENTIFY PRESSING COMMUNITY HEALTH AND HUMAN-SERVICE NEEDS AND MARSHALS THE PEOPLE AND RESOURCES TO ADDRESS THEM. THE AGENCY IS LOOKED TO BY BUSINESS, LOCAL GOVERNMENT, NONPROFIT SECTOR AND GENERAL PUBLIC AS A CRITICAL PARTNER IN EFFORTS TO IMPROVE THE QUALITY OF LIFE FOR VULNERABLE PEOPLE IN MISSOULA COUNTY. THE AGENCY ALSO PROVIDES ASSISTANCE TO ITS FUNDED PROGRAMS IN DEVELOPING, ARTICULATING, EXECUTING, AND EVALUATING OUTCOME-BASED STRATEGIES TO ADDRESS CRITICAL COMMUNITY NEEDS IN THE AREAS OF EDUCATION, INCOME, HEALTH, AND EMERGENCY/BASIC NEEDS. CONTINUED ON SCHEDULE O SUPPORT BY THE AGENCY IS WIDELY VIEWED BY DONORS AS A "SEAL OF APPROVAL- AND ASSURANCE THAT FUNDED PROGRAMS ARE WELL MANAGED AND GOVERNED SOUNDLY. PROGRAMS FUNDED BY AGENCY ARE ABLE TO LEVERAGE THAT SUPPORT INTO SUPPORT FROM OTHER SOURCES. THE AGENCY HELPS RAISE RESOURCES FOR FUNDED PROGRAMS BY LINKING THEM WITH VOLUNTEERS AND WITH DONORS OF FUNDS AND MATERIALS (SURPLUS FURNITURE, OFFICE EQUIPMENT, ET CETERA). 650427 true true false false false false false false true true true false false true true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false 3 0 10 true false false false false false false false false false false X 16 16 false false false false false false false true true false false false true true true true true true false false X X JCCS PC 4065494148 2620 CONNERY WAY MISSOULA MT 59808 JANNA LUNDQUIST PRESIDENT 1.00 X X 0 0 0 DWIGHT SCHULTE VICE PRESIDE 1.00 X X 0 0 0 MELISSA MATASSA-STONE TREASURER 1.00 X X 0 0 0 BILL ST JOHN PAST PRESIDE 1.00 X X 0 0 0 JEFF AVGERIS BOARD MEMBER 1.00 X 0 0 0 DALE BICKELL BOARD MEMBER 1.00 X 0 0 0 SUE BROWN BOARD MEMBER 1.00 X 0 0 0 BETH BURMAN FRAZEE BOARD MEMBER 1.00 X 0 0 0 JASON LUCKEY BOARD MEMBER 1.00 X 0 0 0 WHITNEY MAPHIS BOARD MEMBER 1.00 X 0 0 0 KAREN MYERS BOARD MEMBER 1.00 X 0 0 0 MIKE NUGENT BOARD MEMBER 1.00 X 0 0 0 TOM SEVERSON BOARD MEMBER 1.00 X 0 0 0 MARK THANE BOARD MEMBER 1.00 X 0 0 0 HOLLY TRUITT BOARD MEMBER 1.00 X 0 0 0 JASON WILLIAMS BOARD MEMBER 1.00 X 0 0 0 SUSAN HAY CRAMER CEO 40.00 X 75000 0 10911 ROBERT HOMER DIR OF OPERA 40.00 X 57400 0 10401 132400 21312 false false false 35000 1074901 1109901 SPONSORSHIP INCOME 900099 27700 27700 ADMINISTRATIVE FEE INCOME 900099 3232 3232 30932 30575 30575 14475 15798 -1323 -1323 -1323 31792 18878 12914 12914 12914 OTHER INCOME 8075 8075 8075 1191074 50598 30575 244765 244765 153711 84541 46113 23057 210657 115861 63197 31599 1043 574 313 156 22739 12506 6822 3411 28022 15412 8407 4203 20075 11041 6023 3011 9007 4954 2702 1351 67909 37350 20373 10186 16794 9237 5038 2519 9197 5058 2759 1380 23697 13034 7109 3554 12753 7014 3826 1913 1986 1092 596 298 8893 4891 2668 1334 3943 2169 1183 591 SPECIAL PROJECTS 73376 73376 UNITED WAY WORLDWIDE 9811 5396 2943 1472 EQUIPMENT RENTAL 2587 1423 776 388 WORKERS COMPENSATION 1333 733 400 200 922298 650427 181248 90623 64436 170748 72306 257017 23924 25612 7341 13306 452264 83724 376245 368540 298590 407509 549331 558729 1392173 1801461 31093 27803 21279 18740 1144 1144 17725 19489 337915 328199 2790 500 411946 395875 X 380504 469549 72306 403330 527417 532707 980227 1405586 1392173 1801461 268776 74729 141854 -60000 X false true X true false X 1049974 1035434 866638 867329 1148133 4967508 1049974 1035434 866638 867329 1148133 4967508 16930 4950578 51466 53878 30459 19600 30575 185978 5153486 96943 0.96060 0.95480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 826007 5000 118218 9009 940216 777271 5000 50350 6614 826007 861916 5000 -7948 72886 8811 777271 833215 17134 37837 17423 8847 861916 716485 124527 7797 833215 0.56660 0.43340 false false 72000 72000 344316 48322 295994 35948 35402 546 368540 ENDOWMENT FUNDS 532707 FUNDS HELD IN TRUST 26022 558729 SECURITY DEPOSITS 500 500 X 1281601 74729 15798 90527 1191074 1191074 998096 75798 75798 922298 922298 SCHEDULE D, PAGE 2, PART IV, LINE 2B UNDER THE GUIDANCE OF ITS BOARD OF DIRECTORS, THE UNITED WAY HAS ASSUMED FISCAL 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). SCHEDULE D, PAGE 3, PART X 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 2017. 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 2014. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSE 15,798 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSE 15,798 UNCOLLECTIBLE CONTRIBUTIONS 60,000 true BIG BROTHERS BIG SISTERS 1520 S RUSSELL MISSOULA MT 59802 816023638 501C3 5598 YOUTH MENTORING PROG COURT APP'TD SPEC ADVOCATES PO BOX 7433 MISSOULA MT 59807 810482945 501C3 6713 CHILD ADVOCATE SVCS FLAGSHIP PROGRAM 1325 WYOMING ST MISSOULA MT 59801 810307814 501C3 12180 PROGRAM SUPPORT GARDEN CITY HARVEST PO BOX 205 MISSOULA MT 59806 810510580 501C3 6218 PROGRAM SUPPORT HUMAN RESOURCE COUNCIL 1801 S HIGGINS AVE MISSOULA MT 59801 840332017 501C3 5119 2-1-1 PROGRAM MISSOULA AGING SERVICES 337 STEPHENS AVE MISSOULA MT 59801 810379543 501C3 29937 PROGRAMS SUPPORT MISSOULA INTERFAITH COLLABORATIVE 202 BROOKS ST MISSOULA MT 59801 463396495 501C3 9809 HOMELESS ACTION NETW MISSOULA FOOD BANK 1720 WYOMING ST MISSOULA MT 59801 810414143 501C3 11502 KIDS TABLE MOUNTAIN HOME MONTANA 2606 SOUTH AVE W MISSOULA MT 59801 810520628 501C3 11119 TRANSITIONAL LIVING EMPOWER MT 1280 S 3RD W MISSOULA MT 59802 810526099 501C3 10668 YOUTH DEVELOPMENT PARENTING PLACE 1644 S 8TH ST W MISSOULA MT 59801 810408016 501C3 18238 PROGRAMS SUPPORT POVERELLO CENTER 1110 W BROADWAY MISSOULA MT 59802 237439391 501C3 28637 PROGRAMS SUPPORT TAMARACK GRIEF RESOURCE 405 S FIRST ST W MISSOULA MT 59801 262278278 501C3 6227 COMPREHENSIVE GREIF WATSON CHILDREN'S SHELTER 4978 BUCKHOUSE LANE MISSOULA MT 59804 810369020 501C3 6629 SHELTER PROGRAM WORD 2405 MCLNTOSH LOOP MISSOULA MT 59801 810362732 501C3 9666 PROGRAMS SUPPORT YOUTH HOMES INC PO BOX 7616 MISSOULA MT 59807 810331313 501C3 10519 PROGRAMS SUPPORT YWCA 1130 W BROADWAY MISSOULA MT 59802 810245851 501C3 11862 PROGRAMS SUPPORT 17 FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF MISSOULA COUNTY BUILDS A BETTER COMMUNITY FOR ALL, ESPECIALLY IN THE AREAS OF EDUCATION, INCOME 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 AND WELL. FORM 990, PAGE 2, PART III, LINE 4B SUPPORT BY THE AGENCY IS WIDELY VIEWED BY DONORS AS A "SEAL OF APPROVAL- AND ASSURANCE THAT FUNDED PROGRAMS ARE WELL MANAGED AND GOVERNED SOUNDLY. PROGRAMS FUNDED BY AGENCY ARE ABLE TO LEVERAGE THAT SUPPORT INTO SUPPORT FROM OTHER SOURCES. THE AGENCY HELPS RAISE RESOURCES FOR FUNDED PROGRAMS BY LINKING THEM WITH VOLUNTEERS AND WITH DONORS OF FUNDS AND MATERIALS (SURPLUS FURNITURE, OFFICE EQUIPMENT, ET CETERA). FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PAGE 6, PART VI, LINE 12C 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, PAGE 6, PART VI, LINE 15A 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. THE CEO HAS ACCEPTED ONE SALARY INCREASE SINCE ASSUMING THE POSITON IN 2006. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT AND ON WEBSITE. FORM 990, PART XI, LINE 9 UNCOLLECTIBLE CONTRIBUTIONS -60,000