2017-10-27T16:51:31-05:00 2017-06-30 810212932 Wipfli LLP 303 N 28th Street Suite 503 Billings MT 59101 990 2016-07-01 810287507 United Way of Yellowstone County UNIT 4062728502 2173 Overland Billings MT 59102 Carol Burton President, CEO 4062728502 2017-10-26 1 Kimberly E Dare P00537995 4062481681 2017-10-26 216.54.158.12 2017-10-26 15:13:44 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D079D6C75A0E8C4D6FE4F972F6BACAC98FD772F4 2016 2021-01-29 14:40:06Z Carol Burton 2173 Overland Billings MT 59102 2314394 0 X www.unitedwayyellowstone.org X 1961 MT To improve lives by mobilizing the caring power of our community. 15 15 63 1304 0 0 1373083 1315770 573859 675375 79786 47330 13914 4213 2040642 2042688 343000 391881 0 0 1048107 1113960 0 0 197001 578783 610162 1969890 2116003 70752 -73315 4119742 4077770 1223349 1111673 2896393 2966097 X The United Way of Yellowstone County is the primary community-building organization. We provide leadership to effectively mobilize people, and financial and strategic resources to improve people's lives. We identify and address priority needs and provide solutions that achieve measurable results and sustained community change. 0 0 391881 391881 With funding provided through grants and private contributions to the Community Care Fund, United Way of Yellowstone County invests and 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. 58686 Donor Designations - United Way of Yellowstone County provides an administrative conduit for donors to designate contributions to specific agencies. 1360179 679588 With funding provided through grants and private contributions to the Community Care Fund, United Way of Yellowstone County has administered programs that directly benefit individuals and families that live in our community. These programs include Discover Zone, Reading Matters Literacy Program, Emergency Food and Shelter Program, Community Incentive Program and Volunteer Engagement. 1810746 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 63 1 0 0 0 0 0 0 0 0 X 15 15 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 BarBARA SCHNEEMAN Board Member 1.00 X 0 0 0 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 Board Member 1.00 X 0 0 0 Leonard Malin Board Member 1.00 X 0 0 0 Linda Adams Board Member 1.00 X 0 0 0 Patrice ELLIOTT Chair 1.00 X X 0 0 0 Roger HUEBNER TreaSURER 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 Board Member 1.00 X 0 0 0 Michael Orlowski Board Member 1.00 X 0 0 0 CAROL BURTON CEO 40.00 X 88639 0 18590 Jane Crowder Finance Manager 40.00 X 51772 0 13033 140411 0 31623 0 0 0 0 0 201750 1114020 1315770 CARE ACADEMY APPLICATI 900099 663546 663546 ADMINISTRATIVE FEE 900099 10619 10619 YVC Summer Program Fee 900099 1210 1210 675375 39367 39367 279669 271706 7963 7963 7963 Bad Debt Recoveries 900099 3593 3593 Other 900099 620 620 4213 2042688 679588 0 47330 X 391881 391881 150267 128890 10203 11174 686490 588827 46612 51051 58997 45345 6975 6677 146477 112581 17317 16579 71729 61525 4870 5334 15475 15475 15893 15893 22503 15332 143 7028 503 443 5 55 3877 2470 312 1095 31434 14737 378 16319 14549 13474 364 711 2356 2355 1 1208 1208 30669 28402 767 1500 18589 17215 465 909 36875 34149 922 1804 7100 5632 1171 297 CARE Expense 107218 107218 0 0 Destress Grant 68234 68234 0 0 Uncollectible pledges 54027 0 0 54027 SUPPLIES 40679 35836 402 4441 138973 136200 667 2106 2116003 1810746 108256 197001 180020 93483 579186 532791 424963 346930 25371 28327 11545 15415 1582895 186181 1406932 1396714 838907 980475 623160 665661 29658 17974 4119742 4077770 127076 121267 72447 60968 53414 55315 862582 823348 107830 50775 1223349 1111673 X 2478824 2525528 417569 440569 2896393 2966097 4119742 4077770 -73315 143019 0 X 0 1 X 1 0 X 1811982 1313120 1400241 1373541 1315770 7214654 1811982 1313120 1400241 1373541 1315770 7214654 7214654 57014 41973 24517 -12662 47330 158172 12205 1554 10611 13456 4213 42039 7414865 2730707 0.97300 0.96530 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Revenue - 2012 Amount: $ 12,205. 2013 Amount: $ 1,554. 2014 Amount: $ 10,611. 2015 Amount: $ 13,456. 2016 Amount: $ 4,213. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1462067 25489 174710 16130 1646136 1423529 69157 -16062 14557 1462067 1427231 8500 52791 50000 14993 1423529 1454540 29943 108333 150000 15585 1427231 1295271 40002 133272 14005 1454540 0.29000 0.15000 0.56000 0 0 443873 443873 1056083 134198 921885 82939 51983 30956 1396714 Fixed Income Securities 493864 F Complementary Strategies 80153 F Real Asset Securities 91644 F 665661 AGENCY FUNDS 56150 CAPITAL LEASE OBLIGATIONS 6250 Unamortized debt issuance costs -11625 50775 2185707 143019 143019 2042688 0 2042688 2116003 0 2116003 0 2116003 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. 1 Adult Resource Alliance 1505 Ave D Billings MT 59102 810364744 501(c)(3) 25000 Keeping Adults 60+ independent and involved Big Sky Senior Services Inc 937 Grand Ave BILLINGS MT 59102 810364919 501(c)(3) 58000 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) 75000 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 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 990 will be reviewed and approved by the Finance Committee. It is then presented to the Board of Directors for approval. Form 990, Part VI, Section B, line 12c United Way monitors and enforces compliance with the conflict of interest policy by having staff and board sign the policy and disclose any conflict of interest in writing once a year. We also remind Board Members about conflict of interest before any action decisions at Board Meetings. To avoid any conflict of interest or the appearance of a conflict of interest which could tarnish the reputation of UWYC or undermine the public's trust, UWYC Board members, staff, volunteers, and representatives should: (1) Avoid any activity or outside interest which conflicts or appears to conflict with the best interest of UWYC, including involvement with a current or potential UWYC vendor, grantee or competing organization unless disclosed to and deemed to be appropriate by the decision-making body who will take the matter to the Board. (2) Ensure that outside employment and other activities do not adversely affect the performance of their UWYC duties or the achievement of UWYC's mission. (3) Ensure that travel, entertainment and related expenses are incurred on a basis consistent with the mission of UWYC and not for personal gain or interest. (4) Decline any gift, gratuity or favor in the performance of UWYC duties except for promotional items of nominal value (under $25). Declines the offer of any food, transportation, lodging or entertainment unless directly related to UWYC business. (5) Refrain from influencing the selection of staff, consultants or vendors who are relatives or personal friends or affiliated with or employed by a person with whom they have a relationship that might give the appearance of partiality. UWYC VOLUNTEERS: (1) Should not knowingly take any action or make any statement intended to influence the conduct of UWYC in such a way as to confer any financial benefit on themselves, their immediate family members or any organization in which they or their immediate family members have a significant interest as stakeholders, directors or officers. (2) Should disclose all known conflicts or potential conflicts of interest in any matter to the President, CEO or Board President who will take the matter to the Executive Committee or Board. Board members will make their disclosure to the Board, or to the chair of any committee upon which they serve. They will withdraw from the meeting room during any discussion, review and voting in connection with such matter. Form 990, Part VI, Section B, line 15 The Executive Committee reviews the President/CEO each year and then compensation changes are approved by the Board of Directors. The policy of the United Way of Yellowstone County is to compensate employees fairly for the responsibilities they perform. As part of this policy, the United Way... 1.Maintains a compensation system that compares favorably to the non-profit industry and other United Ways of comparable size. 2.Assigns each position a salary range based upon job responsibilities, content and requirements. 3.Pays individual salaries that are consistent with an employee's performance and experience. 4.Ensures compliance with federal and state regulations. 5.Communicates its program objectives and practices to employees. The Executive Committee will also... 6.Annually review the salary ranges of all positions and will recommend periodic adjustments based on such factors as the cost of living, the local economy, the experience of other similar organizations, the community norm, competition, etc. 7.Annually recommend to the Finance Committee and the Board of Directors a guideline for compensation based on salary range, progression and performance. 8.Annually review the performance of the President/CEO and set compensation in light of the above criteria and guidelines. The President/CEO of the United Way will... 9.Ensure timely annual evaluations of the staff. 10.Adjust salaries of all staff within the guidelines adopted by the Board of Directors. 11.Recommend to the Executive Committee other compensation such as bonuses, time off, etc. to reward performance. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available upon request and through the website: www.unitedwayyellowstone.org. Form 990, Part IX, line 24e EFSP Expense: Program service expenses 30,237. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,237. Early Childhood: Program service expenses 22,617. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,617. Janitorial: Program service expenses 19,461. Management and general expenses 525. Fundraising expenses 1,028. Total expenses 21,014. Community Resource Center: Program service expenses 16,103. Management and general expenses 0. Fundraising expenses 0. Total expenses 16,103. Graduation Matters: Program service expenses 15,365. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,365. Universal Home Visit: Program service expenses 9,347. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,347. Best Beginnings: Program service expenses 6,823. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,823. Telephone: Program service expenses 5,403. Management and general expenses 58. Fundraising expenses 114. Total expenses 5,575. Training and Development: Program service expenses 3,133. Management and general expenses 3. Fundraising expenses 275. Total expenses 3,411. Maintenance: Program service expenses 2,283. Management and general expenses 62. Fundraising expenses 121. Total expenses 2,466. Impact Building: Program service expenses 2,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,000. Dues and Subscriptions: Program service expenses 1,369. Management and general expenses 19. Fundraising expenses 568. Total expenses 1,956. Myhre Grant: Program service expenses 1,700. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,700. Youth Volunteer Corps: Program service expenses 316. Management and general expenses 0. Fundraising expenses 0. Total expenses 316. Meals and Entertainment: Program service expenses 43. Management and general expenses 0. Fundraising expenses 0. Total expenses 43.