2014-08-15T07:16:21-07:00 2013-12-31 Randall Hensel and Company PO BOX 4325 MISSOULA MT 59806 990 2013-01-01 810287854 UNITED WAY OF MISSOULA COUNTY UNIT 4065496104 PO BOX 7395 Missoula MT 598077395 SUSAN HAY PATRICK CHIEF EXECUTIVE OFFICER 4065496104 2014-07-18 true LOREN W RANDALL CPA 4067285539 2014-08-15 2013 2015-11-30 17:44:51Z SUSAN HAY CRAMER PO BOX 7395 MISSOULA MT 598077395 1126088 false X www.missoulaunitedway.org X 1931 MT 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 19 225 0 913872 1049974 0 19668 51466 16828 12734 950368 1114174 656188 572534 0 286109 333214 0 193477 191598 202414 1133895 1108162 -183527 6012 1709598 1786481 489813 492932 1219785 1293549 COMMUNITY SUPPORT AND ASSISTANCE false false 636264 572534 12573 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. 179322 161 AGENCY SERVES AS A CONVENER, BRINGING TOGETHER AND CREATING LONG-TERM RELATIONSHIPS WITH DIVERSE COMMUNITY INVESTORS. THROUGH THESE RELATIONSHIPS, AGENCY HELPS IDENTIFY PRESSING COMMUNITY HEALTH AND HUMAN-SERVICE NEEDS AND MARSHAL THE PEOPLE AND RESOURCES TO ADDRESS THEM. 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. AGENCY ALSO PROVIDES ASSISTANCE TO 815586 true true false false false false false false false true true false false false 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 0 0 true 19 true false false false false false false false false false false X 19 19 false false false false false false false true true false true true true true true true true true true false false X X JUNKERMIER CLARK CAMPANELLA STEVENS PC 4065494148 2620 CONNERY WAY MISSOULA MT 59808 SUSAN HAY CRAMER CEO 45.00 X 80770 0 6888 LYNNE FOLAND VICE PRESIDENT 2.00 X X 0 0 0 JASON ERICKSON TREASURER 2.00 X X 0 0 0 BILL ST JOHN MEMBER 2.00 X 0 0 0 SUSAN BROWN MEMBER 2.00 X 0 0 0 JAN SCHWEITZER PRESIDENT 2.00 X X 0 0 0 WHITNEY MAPHIS MEMBER 2.00 X 0 0 0 JANNA LUNDQUIST MEMBER 2.00 X 0 0 0 RICHARD REINGOLD MEMBER 2.00 X 0 0 0 DWIGHT SCHULTE MEMBER 2.00 X 0 0 0 THOMAS SEVERSON MEMBER 2.00 X 0 0 0 MARY WINDECKER MEMBER 2.00 X 0 0 0 SHANNON FLANAGAN MEMBER 2.00 X 0 0 0 VICKI JUDD MEMBER 2.00 X 0 0 0 MELISSA MATASSA-STONE MEMBER 2 X JIM MCGOWAN MEMBER 2 X MARK WAKAI MEMBER 2 X ALEX APOSTLE MEMBER 2 X DALE BICKELL MEMBER 2 X COREY RATHS MEMBER 2 X 80770 6888 0 false false false 0 1049974 1049974 51466 51466 12075 11914 161 161 161 COST RECOVERY FEES 561000 12573 12573 12573 1114174 12734 51466 572534 572534 87658 33310 18408 35940 206531 78636 43320 84575 230 88 48 94 12203 4637 2563 5003 26592 10105 5584 10903 19195 7294 4031 7870 15320 5822 3217 6281 33686 12801 7074 13811 20633 7841 4333 8459 6812 2589 1431 2792 6021 2288 1264 2469 11346 4311 2383 4652 10692 4063 2245 4384 11307 4297 2374 4636 2655 1009 558 1088 ALLOWANCE FOR UNCOLLECTIBLE 63479 63479 0 0 EQUIPMENT RENTAL/MAINT 1268 482 266 520 1108162 815586 99099 193477 118750 108221 9074 1173 430757 393944 19271 37170 2344 5102 451076 42946 413799 408130 715603 832741 1709598 1786481 7702 22262 108599 70163 1144 1144 372368 364358 35005 489813 492932 X 281767 378967 430757 402321 507261 512261 1219785 1293549 1709598 1786481 6012 72946 -5194 X true X true X true false X 1048262 1186044 1073351 913872 1049974 5271503 1048262 1186044 1073351 913872 1049974 5271503 5271503 19230 15779 18566 19668 51466 124709 5396212 63023 0.97690 0.98150 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 716485 124527 7797 833215 664860 80733 21750 7358 716485 656396 11180 4202 6918 664860 591255 71258 6117 656396 494732 101206 4683 591255 0.61000 0.39000 false false 72000 72000 344316 13610 330706 34760 29336 5424 408130 LINE OF CREDIT 35005 35005 X 1116354 72946 72946 1043408 70766 70766 1114174 1037145 11914 11914 1025231 82680 82680 1107911 Pt XI Line 4b DESIGNATED PLEDGES $82,680, RENTAL EXPENSE $11,914 Pt XII Line 2d RENTAL EXPENSE $11,914 Pt XII Line 4b DESIGNATED PLEDGES $82,680 Pt V Line 4 THE AGENCY'S ENDOWMENT WAS FORMED TO MAXIMIZE TOTAL RETURN CONSISTENT WITH A PRUDENT LEVEL OF RISK, TO ENSURE THE CONTINUED SUCCESS OF THE CHARITABLE PURPOSES OF UNITED WAY OF MISSOULA COUNTY. Pt X Line 2 Provisions for income taxes have not been recorded in these financial Pt X Line 2 statements because the Agency believes it had no income unrelated to its exempt purposes in 2013 or 2012. With few exceptions, the Agency is no longer subject to U.S. federal or state tax examinations by tax authorities for years before 2010 true BIG BROTHERS BIG SISTERS 1520 S RUSSELL MISSOULA MT 59801 816023638 501C3 10119 PROGRAM COST COURT APPT SPECIAL ADVOCATES PO BOX 7433 MISSOULA MT 59807 810482945 501C3 8006 PROGRAM COST FIRST STEP RESOURCE CENTER 500 W BROADWAY MISSOULA MT 59802 810231793 501C3 12464 PROGRAM COST FLAGSHIP PROGRAM 1325 WYOMING ST MISSOULA MT 59801 810307814 501C3 33434 PROGRAM COST GARDEN CITY HARVEST PO BOX 205 MISSOULA MT 59806 810210580 501C3 8854 PROGRAM COST HOMEWORD 1535 LIBERTY LANE 116A MISSOULA MT 59808 810522626 501C3 9312 PROGRAM COSTS HUMAN RESOURCE COUNCIL 1801 S HIGGINS AVE MISSOULA MT 59801 810332017 501C3 25907 PROGRAM COST MISSOULA AGING SERVICES 337 STEPHENS AVE MISSOULA MT 59801 810379543 501C3 69519 PROGRAM COST MISSOULA FOOD BANK 219 S THIRD ST W MISSOULA MT 59801 810414143 501C3 22954 PROGRAM COST MOUNTAIN HOME MONTANA 2606 SOUTH AVE W MISSOULA MT 59801 810520628 501C3 21105 PROGRAM COST NCBI 1280 S 3RD ST W MISSOULA MT 59801 810526099 501C3 7439 PROGRAM COST OPEN AID ALLIANCE 500 N HIGGINS 100 MISSOULA MT 59802 363652244 501C3 8839 PROGRAM COST PARTNERSHIP HEALTH CENTER 323 W ALDER MISSOULA MT 59802 363843543 501C3 36218 PROGRAM COST POVERELLO CENTER PO BOX 7644 MISSOULA MT 59807 237439391 501C3 71065 PROGRAM COST THE PARENTING PLACE PO BOX 3805 MISSOULA MT 59806 810408016 501C3 24287 PROGRAM COST WATSON CHILDREN'S SHELTER 4978 BUCKHOUSE LANE MISSOULA MT 59804 810369020 501C3 12086 PROGRAM COST WOMENS OPPORTUNITY AND RESOURCE DEV 2525 PALMER STE 1 MISSOULA MT 59808 810362732 32850 32850 PROGRAM COST YOUTH HOMES INC PO BOX 7616 MISSOULA MT 59807 810331313 501C3 35416 PROGRAM COST YWCA 1130 W BROADWAY MISSOULA MT 59802 810245851 501C3 52212 PROGRAM COST BITTERROOT YOUTH HOME PO BOX 7616 MISSOULA MT 59807 810331313 501C3 10000 PROGRAM COST 20 0 Pt I Line 2 ORGANIZATIONS RECEIVING DISCRETIONARY GRANT FUNDING UNDERGO INTENSIVE PRE-SCREENING. Pt I Line 2 DURING THE APPLICATION PROCESS, APPLICANTS DESCRIBE THE PROPOSED USE OF FUNDS AND THE Pt I Line 2 PROJECTED RESULTS FROM THEIR USE. PRE-SCREENING ALSO INCLUDES FINANCIAL REVIEW OF THE Pt I Line 2 ORGANIZATION AND ITS FISCAL POLICIES, SITE VISITS THAT INCLUDE INTERVIEWS WITH KEY LEADERSHIP, Pt I Line 2 VERIFICATION OF COMPLIANCE WITH THE PATRIOT ACT, AND VERIFICATION OF IRS 501(C)3 STATUS. PT I LINE 2 ORGANIZATIONS ARE REQUIRED TO PROVIDE SEMI-ANNUAL PROGRESS REPORTS ADDRESSING PT I LINE 2 GOALS STATED IN THEIR ORIGINAL APPLICATIONS. ORGANIZATIONS ARE REQUIRED TO PROVIDE A PT I LINE 2 FINAL REPORT AT THE END OF THE GRANT CYCLE VERIFYING FUNDING HAS BEEN USED PT I LINE 2 FOR THE PURPOSES INTENDED. THE RESULTS ARE COMPARED TO THE PROPOSED RESULTS PT I LINE 2 DESCRIBED IN THE ORIGINAL APPLICATION. ORGANIZATIONS RECEIVING DONOR-DESIGNATED CONTRIBUTIONS PT I LINE 2 UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING, INCLUDING VERIFICATION OF PT I LINE 2 COMPLIANCE WITH THE PATRIOT ACT AND VERIFICATION OF IRS 501(C)3 STATUS. Pt VI, Line 11b THE BOARD TREASURER REVIEWS THE IRS FORM 990. STAFF MEET Pt VI, Line 11b WITH THE TREASURER TO REVIEW, DISCUSS, AND EDIT, IF NECESSARY Pt VI, Line 11b THE DRAFT OF THE 990 PRIOR TO ITS APPROVAL BY THE BOARD OF Pt VI, Line 11b DIRECTORS AND FILING WITH THE IRS. Pt VI, Line 12c ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED Pt VI, Line 12c AS SOON AS THE MEMBER IS AWARE OF THE CONFLICT. THE MEMBER Pt VI, Line 12c WILL RETIRE FROM ALL DELIBERATIONS AND NOT PARTICIPATE IN VOTING Pt VI, Line 12c IN CONNECTION WITH THE MATTER. EACH BOARD MEMBER ANNUALLY Pt VI, Line 12c REVIEWS THE AGENCY'S CODE OF VALUES AND ETHICS AND DISCLOSES Pt VI, Line 12c IN WRITING ANY CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE. Pt VI, Line 15a THE EXECUTIVE COMMITTEE DETERMINES THE CEO COMPENSATION USING Pt VI, Line 15a COMPARABLE SALARY DATA FROM UNITED WAY WORLDWIDE FOR CEO Pt VI, Line 15a SALARIES OF METRO IV UNITED WAYS (THOSE RAISING SIMILAR Pt VI, Line 15a AMOUNTS OF FUNDS), NATIONALLY AND REGIONALLY. THE FULL Pt VI, Line 15a BOARD PARTICIPATES IN THE CEO'S PERFOMANCE REVIEW BY Pt VI, Line 15a PROVIDING FEEDBACK TO THE PRESIDENT; THE PRESIDENT AND EXECUTIVE Pt VI, Line 15a COMMITTEE COMPLETE AN EVALUATION FORM AND THE CEO COMPLETES A Pt VI, Line 15a SELF-EVALUATION. THE PRESIDENT AND THE EXECUTIVE Pt VI, Line 15a COMMITTEE THEN MEET WITH THE CEO TO REVIEW THE RESULTS. Pt VI, Line 15a THE RESULTS ARE THEN REPORTED TO THE BOARD. Pt VI, Line 15a ALL SALARY INCREASES ARE PERFORMANCE-BASED. Pt VI, Line 15a THE CEO HAS ACCEPTED ONE SALARY INCREASE SINCE ASSUMING THIS Pt VI, Line 15a POSITION IN 2006. Pt VI, Line 19 GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL Pt VI, Line 19 STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS Pt VI, Line 19 ARE PUBLISHED IN THE ANNUAL REPORT AND ON WEBSITE. Part XI, Line 9 CHANGE IN ACCOUNTING POLICY