2016-08-31T17:40:13-05:00 2015-12-31 810522654 RANDALL & PETERSON PC PO BOX 4325 MISSOULA MT 598064325 990 2015-01-01 810287854 UNITED WAY OF MISSOULA COUNTY UNIT 4065496104 PO BOX 7395 MISSOULA MT 598077395 SUSAN HAY CRAMER CEO 4065496104 2016-08-31 true LOREN W RANDALL P00237699 4067285539 2016-08-30 2015 2016-12-15 16:53:06Z SUSAN HAY CRAMER PO BOX 7395 MISSOULA MT 598077395 1064535 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. 19 19 13 290 0 1052934 866638 3523 53878 50979 1927 -3941 1108739 917199 561115 439879 0 375443 387429 0 81397 202352 251995 1138910 1079303 -30171 -162104 1731038 1496857 483352 494238 1247686 1002619 X 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. false false 439879 439879 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. 395230 3523 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). 835109 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 true 2 0 13 true false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true false false X X JCCS PC 4065494148 2620 CONNERY WAY MISSOULA MT 59808 LYNNE FOLAND PRESIDENT 2.00 X X 0 0 0 JASON ERICKSON VICE PRESIDE 2.00 X X 0 0 0 BILL ST JOHN TREASURER 2.00 X X 0 0 0 JAN SCHWEITZER PAST PRESIDE 2.00 X X 0 0 0 JEFF AVGERIS BOARD MEMBER 2.00 X 0 0 0 DALE BICKELL BOARD MEMBER 2.00 X 0 0 0 SUE BROWN BOARD MEMBER 2.00 X 0 0 0 BETH BURMAN FRAZEE BOARD MEMBER 2.00 X 0 0 0 JOYCE DOMBROUSKI BOARD MEMBER 2.00 X 0 0 0 SHANNON FLANAGAN BOARD MEMBER 2.00 X 0 0 0 VICKI JUDD BOARD MEMBER 2.00 X 0 0 0 JOHN KAPPES BOARD MEMBER 2.00 X 0 0 0 JANNA LUNDQUIST BOARD MEMBER 2.00 X 0 0 0 WHITNEY MAPHIS BOARD MEMBER 2.00 X 0 0 0 MELISSA MATASSA-STONE BOARD MEMBER 2.00 X 0 0 0 DWIGHT SCHULTE BOARD MEMBER 2.00 X 0 0 0 TOM SEVERSON BOARD MEMBER 2.00 X 0 0 0 MARK THANE BOARD MEMBER 2.00 X 0 0 0 TAMY WAGNER BOARD MEMBER 2.00 X 0 0 0 SUSAN HAY CRAMER CEO 45.00 X 75000 0 9181 ROBERT HOMER DIR OF OPERA 40.00 X 54400 0 9381 129400 18562 false false false 70000 796638 866638 ADMINISTRATIVE FEE INCOME 900099 3137 3137 WORKSHOP FEES 900099 386 386 3523 30459 30459 11400 15341 -3941 -3941 -3941 152515 131995 20520 20520 20520 917199 20102 30459 439879 439879 147363 81050 44209 22104 189239 104081 56772 28386 2338 1286 701 351 21915 12053 6575 3287 26574 14616 7972 3986 25191 13855 7558 3778 8811 4846 2643 1322 43603 23982 13081 6540 15339 8436 4602 2301 23012 12657 6903 3452 7902 4346 2371 1185 3175 1747 952 476 11111 6111 3333 1667 3044 1675 913 456 UNCOLLECTIBLE CONTRIBUTIO 96767 96767 UNITED WAY WORLDWIDE 9906 5448 2972 1486 WORKERS COMPENSATION 2327 1280 698 349 EQUIPMENT RENTAL 1807 994 542 271 1079303 835109 162797 81397 96810 75060 24212 347790 212629 18843 19236 2051 2084 451076 65503 396684 385573 844648 254854 547421 1731038 1496857 18311 24776 57951 59015 1144 1144 23852 355946 347154 50000 38297 483352 494238 X 382479 267573 347790 212629 517417 522417 1247686 1002619 1731038 1496857 -162104 -58573 -24390 X false true X true false X 1073351 913872 1049974 1035434 866638 4939269 1073351 913872 1049974 1035434 866638 4939269 52723 4886546 18566 19668 51466 53878 30459 174037 5113306 58451 0.95570 0.97060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 861916 5000 -7948 79500 8811 770657 833215 17134 37837 17423 8847 861916 716485 124527 7797 833215 664860 80733 21750 7358 716485 656396 11180 4202 6918 664860 0.67790 0.32210 false false 72000 72000 344316 30966 313350 34760 34537 223 385573 ENDOWMENT FUNDS 522417 FUNDS HELD IN TRUST 25004 547421 LINE OF CREDIT 37797 SECURITY DEPOSITS 500 38297 X 873967 -58573 -58573 932540 -15341 -15341 917199 1094644 15341 15341 1079303 1079303 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 501C3 OF THE INTERNAL REVENUE CODE. THIS CODE SECTION ENABLE THE UNITED WAY TO ACCEPT DONATIONS THAT QUALIFY AS CHARITABLE CONTRIBUTIONS TO THE DONOR. THE UNITED WAY'S INCREASE IN NET ASSETS IS GENERALLY NOT SUBJECT TO TAXATION. HOWEVER, INCOME FORM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE UNITED WAY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO PROVISIONS FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE UNITED WAY DID NOT HAVE ANY UNRELATED BUSINESS INCOME IN 2015. SCHEDULE D, PAGE 4, PART XI, LINE 4B RENTAL EXPENSE -15,341 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSE 15,341 true BIG BROTHERS BIG SISTERS 1520 S RUSSELL MISSOULA MT 59802 816023638 501C3 11063 YOUTH MENTORING PROG COURT APP'TD SPEC ADVOCATES PO BOX 7433 MISSOULA MT 59807 810482945 501C3 6816 CHILD ADVOCATE SVCS CHILD CARE RESOURCES 105 E PINE MISSOULA MT 59802 237096799 501C3 11587 LETS MOVE CHILDCARE FIRST STEP RESOURCE CENTER 900 N ORANGE MISSOULA MT 59802 237056976 501C3 6044 PROGRAM SUPPORT FLAGSHIP PROGRAM 1325 WYOMING ST MISSOULA MT 59801 810307814 501C3 22120 PROGRAM SUPPORT GARDEN CITY HARVEST PO BOX 205 MISSOULA MT 59806 810510580 8510 PROGRAM SUPPORT HOMEWORD 1535 LIBERTY LANE MISSOULA MT 59808 810522626 501C3 6127 HOMEOWNERSHIP PROGRA HUMAN RESOURCE COUNCIL 1801 S HIGGINS AVE MISSOULA MT 59801 840332017 501C3 15414 2-1-1 PROGRAM MISSOULA AGING SERVICES 337 STEPHENS AVE MISSOULA MT 59801 810379543 501C3 54183 PROGRAMS SUPPORT MISSOULA INTERFAITH COLLABORATIVE 202 BROOKS ST MISSOULA MT 59801 463396495 501C3 12000 HOMELESS ACTION NETW MISSOULA FOOD BANK 219 S 3RD ST W MISSOULA MT 59801 810414143 501C3 14234 KIDS TABLE MOUNTAIN HOME MONTANA 2606 SOUTH AVE W MISSOULA MT 59801 810520628 501C3 17026 TRANSITIONAL LIVING NCBI 1280 S 3RD W MISSOULA MT 59802 810526099 501C3 12508 YOUTH DEVELOPMENT OPEN AID ALLIANCE 500 N HIGGINS AVE MISSOULA MT 59802 363652244 501C3 6097 HIV/HEP C PROGRAMS PARENTING PLACE 1644 S 8TH ST W MISSOULA MT 59801 810408016 501C3 24551 PROGRAMS SUPPORT PARTNERSHIP HEALTH CENTER 323 W ALDER MISSOULA MT 59802 363843543 501C3 10694 PROGRAMS SUPPORT POVERELLO CENTER 535 RYMAN ST MISSOULA MT 59802 237439391 501C3 40597 PROGRAMS SUPPORT TAMARACK GRIEF RESOURCE 405 S FIRST ST W MISSOULA MT 59801 262278278 501C3 9744 COMPREHENSIVE GREIF WATSON CHILDREN'S SHELTER 4978 BUCKHOUSE LANE MISSOULA MT 59804 810369020 501C3 5254 SHELTER PROGRAM WORD 2405 MCLNTOSH LOOP MISSOULA MT 59801 810362732 501C3 27288 PROGRAMS SUPPORT YOUTH HOMES INC PO BOX 7616 MISSOULA MT 59807 810331313 501C3 23857 PROGRAMS SUPPORT YWCA 1130 W BROADWAY MISSOULA MT 59802 810245851 501C3 29982 PROGRAMS SUPPORT 22 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 THE BOARD TREASURER REVIEWS THE FORM 990. AGENCY STAFF MEETS WITH THE TREASURER TO REVIEW, DISCUSS, AND, IF NECESSARY, EDIT THE FORM 990 PRIOR TO ITS APPROVAL BY THE BOARD OF DIRECTORS. THE FORM 990 IS FILED AFTER THE BOARD'S APPROVAL. 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 RENTAL EXPENSE 15,341 RENTAL EXPENSE -15,341