GREATER GALLATIN UNITED WAY INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: GREATER GALLATIN UNITED WAY INC (EIN 81-0384820)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-14
IRS object ID: 201430459349302623
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-14T16:37:34-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	810348775	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUNKERMIER CLARK CAMPANELLA STEVENS PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	714 STONERIDGE STE A-3	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59718	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	810384820	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GREATER GALLATIN UNITED WAY INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	GREA	NameControl
Phone	4065872194	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	945 TECHNOLOGY BLVD 101F	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59718	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CAROL TOWNSEND	Name
Title	PRESIDENT & CEO	Title
Phone	4065872194	Phone
Date Signed	2014-02-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	TROY WATLING	Name
PTIN	P00624928	PTIN
Phone	4065871277	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CAROL TOWNSEND	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	945 TECHNOLOGY BLVD 101F	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59718	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1304786	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.GREATERGALLATINUNITEDWAY.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1978	YearFormation
State Legal Domicile	MT	StateLegalDomicile
Activity Or Mission Description	THE MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES. WE FACILITATE GIVING, ADVOCATING AND VOLUNTEERING TO MEET LOCAL HUMAN SERVICE NEEDS AND LEAD AND CONVENE COMMUNITY MEMBERS TO FIND LONG-TERM SOLUTIONS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	24	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	24	NbrIndependentVotingMembers
Total Nbr Employees	11	TotalNbrEmployees
Total Nbr Volunteers	499	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	981858	ContributionsGrantsPriorYear
Contributions Grants Current Year	990429	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	184979	ProgramServiceRevenuePriorYear
Program Service Revenue CY	292520	ProgramServiceRevenueCY
Investment Income Prior Year	42815	InvestmentIncomePriorYear
Investment Income Current Year	15963	InvestmentIncomeCurrentYear
Other Revenue Prior Year	9078	OtherRevenuePriorYear
Other Revenue Current Year	5874	OtherRevenueCurrentYear
Total Revenue Prior Year	1218730	TotalRevenuePriorYear
Total Revenue Current Year	1304786	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	591432	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	572696	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	288278	SalariesEtcPriorYear
Salaries Etc Current Year	276189	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	67506	TotalFundrsngExpCurrentYear
Other Expense Prior Year	290025	OtherExpensePriorYear
Other Expenses Current Year	444580	OtherExpensesCurrentYear
Total Expenses Prior Year	1169735	TotalExpensesPriorYear
Total Expenses Current Year	1293465	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	48995	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	11321	RevenuesLessExpensesCY
Total Assets BOY	1038363	TotalAssetsBOY
Total Assets EOY	1106559	TotalAssetsEOY
Total Liabilities BOY	463102	TotalLiabilitiesBOY
Total Liabilities EOY	427030	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	575261	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	679529	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES. WE FACILITATE GIVING, ADVOCATING AND VOLUNTEERING TO MEET LOCAL HUMAN SERVICE NEEDS AND LEAD AND CONVENE COMMUNITY MEMBERS TO FIND LONG-TERM SOLUTIONS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	1141164	Expense
Grants	572696	Grants
Revenue	292520	Revenue
Description	THE ORGANIZATION SUPPORTS WORK, ACTIVITIES, AND PROGRAMS THAT ARE ESSENTIAL TO BUILDING A HEALTHY COMMUNITY BASED ON EDUCATION, INCOME, AND HEALTH GOALS ESTABLISHED BY THE COMMUNITY. AS YOUR UNITED WAY WE MAY LEAD, LISTEN, ASSESS, PRIORITIZE, CONVENE AND COLLABORATE TO DETERMINE HOW SOLUTIONS TO HUMAN SERVICE PROBLEMS CAN BE IDENTIFIED AND IMPLEMENTED. AS YOUR UNITED WAY WE MOBILIZE THE CARING POWER OF THE COMMUNITY AND INVEST FUNDS IN OVER 60 LOCAL PROGRAMS AND INITIATIVES THAT ARE EFFECTIVE, ACCOUNTABLE AND DEMONSTRATE POSITIVE RESULTS FOR THE PEOPLE SERVED. AS YOUR UNITED WAY WE OPERATE WITH TRANSPARENCY AND ACCOUNTABILITY AND INVEST DONATIONSWISELY AND EFFICIENTLY. A RESTRICTED GRANT COVERS NEARLY ALL OF THE ORGANIZATION'S OVERHEAD, WHICH MEANS THAT DONOR DOLLARS GO DIRECTLY TO SUPPORTING THE WORK, ACTIVITIES, AND PROGRAMS THAT ARE ADDRESSING THE GOALS ESTABLISHED BY THE COMMUNITY.	Description
Total Program Service Expense	1141164	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	2	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	11	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	24	NbrVotingGoverningBodyMembers
Number Independent Voting Members	24	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Own Website	X	OwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	GREATER GALLATIN UNITED WAY	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	4065872194	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	945 TECHNOLOGY BLVD 101F	AddressLine1
City	BOZEMAN	City
State	MT	State
ZIP Code	59718	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
DANA AUGHNEY
DIRECTOR	1.00	X	0	0	0
BRENDA BARRINGER
DIRECTOR	1.00	X	0	0	0
MEGAN BERG
DIRECTOR	1.00	X	0	0	0
SYLVIA DRAIN
DIRECTOR	1.00	X	0	0	0
JANE FOSTER
CHAIRMAN	2.00	X	0	0	0	X
JOHN GOETZ
DIRECTOR	1.00	X	0	0	0
MIKE HEGEL
DIRECTOR	1.00	X	0	0	0
SCOTT HOLTON
TREASURER	2.00	X	0	0	0	X
MATT KELLEY
DIRECTOR	1.00	X	0	0	0
ROXANNE KLINGENSMITH
DIRECTOR	1.00	X	0	0	0
MAUREEN LANG
DIRECTOR	1.00	X	0	0	0
CANDY LUBANSKY
DIRECTOR	1.00	X	0	0	0
ERIN MACDONALD-PECK
DIRECTOR	1.00	X	0	0	0
PAT MCKERNAN
DIRECTOR	1.00	X	0	0	0
JOE MILITELLO
2ND VICE CHAIR	2.00	X	0	0	0	X
DENISE PALMQUIST
SECRETARY	2.00	X	0	0	0	X
SHANNON RENEVIER
DIRECTOR	1.00	X	0	0	0
CHELSEA SCHMIDT
DIRECTOR	1.00	X	0	0	0
KYLA STAFFORD
1ST VICE CHAIR	2.00	X	0	0	0	X
CARRIE TAYLOR
DIRECTOR	1.00	X	0	0	0
ROB WATSON
DIRECTOR	1.00	X	0	0	0
WENDY WIGERT
DIRECTOR	1.00	X	0	0	0
CHUCK WINN
DIRECTOR	1.00	X	0	0	0
DEBE YOUNGBERG
DIRECTOR	1.00	X	0	0	0
CAROL TOWNSEND
PRESIDENT & CEO	48.00		65101	0	3391	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	65101	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	3391	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Government Grants	204955	GovernmentGrants
All Other Contributions	785474	AllOtherContributions
Total Contributions	990429	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	KIDSLINK PARENT FEES	Description
Business Code	624410	BusinessCode
Total Revenue Column	292520	TotalRevenueColumn
Related Or Exempt Function Income	292520	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	292520	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	15855	TotalRevenueColumn
Exclusion	$15,855	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	108	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	108	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	108	TotalRevenueColumn
Exclusion	$108	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	5874	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	0	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	5874	TotalRevenueColumn
Exclusion	$5,874	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1304786	TotalRevenueColumn
Related Or Exempt Function Income	292520	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$21,837	ExclusionAmount

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	X	InfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	572696	Total
Program Services	572696	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	69986	Total
Program Services	44091	ProgramServices
Management And General	14697	ManagementAndGeneral
Fundraising	11198	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	156371	Total
Program Services	98514	ProgramServices
Management And General	32838	ManagementAndGeneral
Fundraising	25019	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	29043	Total
Program Services	18297	ProgramServices
Management And General	6099	ManagementAndGeneral
Fundraising	4647	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	20789	Total
Program Services	13097	ProgramServices
Management And General	4366	ManagementAndGeneral
Fundraising	3326	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	5031	Total
Management And General	5031	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	4142	Total
Management And General	4142	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	302890	Total
Program Services	302890	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	19412	Total
Program Services	10894	ProgramServices
Management And General	425	ManagementAndGeneral
Fundraising	8093	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2175	Total
Program Services	1194	ProgramServices
Management And General	478	ManagementAndGeneral
Fundraising	503	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	42061	Total
Program Services	28547	ProgramServices
Management And General	5538	ManagementAndGeneral
Fundraising	7976	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	4335	Total
Program Services	2948	ProgramServices
Management And General	800	ManagementAndGeneral
Fundraising	587	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	7864	Total
Program Services	7782	ProgramServices
Fundraising	82	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	3538	Total
Program Services	2300	ProgramServices
Management And General	651	ManagementAndGeneral
Fundraising	587	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising	Management And GeneralManagementAndGeneral
CURRICULUM	24557	24557	0
SUPPLIES	10363	4941	3900	1522
BANK CHARGES	8281	658	320	7303
FAIR SHARE	6036	3863	1268	905

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	3895	Total
Program Services	3895	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1293465	Total
Program Services	1141164	ProgramServices
Management And General	84795	ManagementAndGeneral
Fundraising	67506	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	144510	BOY
EOY	192209	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	415210	BOY
EOY	26890	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	183129	BOY
EOY	179285	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1354	BOY
EOY	1354	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	18442	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	18442	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	294160	BOY
EOY	706821	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1038363	BOY
EOY	1106559	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	430288	BOY
EOY	385305	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
EOY	7011	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	32814	BOY
EOY	34714	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	463102	BOY
EOY	427030	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	168562	BOY
EOY	204845	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	158801	BOY
EOY	191535	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	247898	BOY
EOY	283149	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	575261	BOY
EOY	679529	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1038363	BOY
EOY	1106559	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	11321	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	54495	ReconciliationUnrealizedInvest
Reconcilation Other Changes	38452	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	830105	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	771495	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	846082	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	981858	CurrentTaxYearMinus1Year
Current Tax Year	993234	CurrentTaxYear
Total	4422774	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	830105	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	771495	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	846082	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	981858	CurrentTaxYearMinus1Year
Current Tax Year	993234	CurrentTaxYear
Total	4422774	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	478132	AmountsSubstContributorsTotal
Public Support Total170	3944642	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	35113	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	30053	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	31561	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	32421	CurrentTaxYearMinus1Year
Current Tax Year	15855	CurrentTaxYear
Total	145003	Total

Field	Value	IRS element (for citing)
Total Support	4567777	TotalSupport
Gross Receipts From Admissions Etc	293186	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.86360	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.79830	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	294160	BeginningOfYearBalance
Investment Earnings Or Losses	80635	InvestmentEarningsOrLosses
End Of Year Balance	374795	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	294793	BeginningOfYearBalance
Investment Earnings Or Losses	-633	InvestmentEarningsOrLosses
End Of Year Balance	294160	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	242998	BeginningOfYearBalance
Investment Earnings Or Losses	51795	InvestmentEarningsOrLosses
End Of Year Balance	294793	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	213611	BeginningOfYearBalance
Investment Earnings Or Losses	29387	InvestmentEarningsOrLosses
End Of Year Balance	242998	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	265685	BeginningOfYearBalance
Investment Earnings Or Losses	-52074	InvestmentEarningsOrLosses
End Of Year Balance	213611	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	14717	OtherCostOrOtherBasis
Depreciation	14717	Depreciation
Book Value	0	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3725	OtherCostOrOtherBasis
Depreciation	3725	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
PAYROLL LIABILITIES	$22,771
ACCRUED COMPENSATED ABSENCES	$11,943

Field	Value	IRS element (for citing)
Total Of Amounts	34714	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	1412476	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	54495	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	53195	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	107690	RevenueNotRptdF990
Revenue Subtotal	1304786	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1304786	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1346660	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	53195	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	53195	ExpensesNotRptdF990
Expenses Subtotal	1293465	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	1293465	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	Identifier
Return Reference	PART V, LINE 4:	ReturnReference
Explanation	THE ORGANIZATION EXPECTS ITS ENDOWMENT FUNDS TO PROVIDE A REASONABLE LEVEL OF INCOME THROUGH THE GROWTH OF EQUITY ASSETS TO SUPPORT THE MISSION OF THE ORGANIZATION AUTHORIZED BY THE BOARD OF DIRECTORS. ONCE THE ORGANIZATION ENDOWMENT REACHES $1M, THE ENDOWMENT FUNDS WILL BE UTILIZED TO OFFSET EXPENSES RELATED TO OPERATING THE ORGANIZATION IN ORDER FOR MORE DONOR DOLLARS TO HAVE A DIRECT IMPACT ON IMPROVING LIVES.	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (26 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
BOZEMAN SENIOR CENTERNUTRITION PROGRAM
807 N TRACY	BOZEMAN	MT	59772	237013531	501C3	9000	SENIOR NUTRITION, HEATLH, REC
AMSTERDAM SCHOOL DIST
6360 CAMP CREEK	MANHATTAN	MT	59741	816000441	501C3	10000	AFTER SCHOOL PROGRAM
BELGRADE SENIOR CENTER
92 CAMERON ROAD	BELGRADE	MT	59714	810359839	501C3	29000	SR NUTRITION, HEATLH, REC
COMMUNITY HEALTH PARTNERS
214 E MENDENHALL	BOZEMAN	MT	59715	841420492	501C3	30000	COMMUNITY HEALTH AWARENESS
COMMUNITY MEDIATION CENTER
104 EAST MAIN SUITE 312	BOZEMAN	MT	59715	810511666	501C3	17000	CONFLICT ISSUES/YOUTH JUSTICE
EMILY DICKINSON SCHOOL
2435 ANNIE STREET	BOZEMAN	MT	59718	816000413	501C3	30500	AFTER SCHOOL PROGRAM
HAVEN
PO BOX 752	BOZEMAN	MT	59771	810389914	501C3	15000	RED INC AND MIN IMPACT OF DOM ABUSE
HAWTHORNE SCHOOL
114 N ROUSE	BOZEMAN	MT	59715	816000413	501C3	11500	AFTER SCHOOL PROGRAM
HELP CENTER
421 EAST PEACH	BOZEMAN	MT	59715	810309373	501C3	41000	SUICIDE AND CRISIS COUNSELING
HRDC-HOME TO STAY
32 SOUTH TRACY	BOZEMAN	MT	59715	810350886	501C3	18000	RENTAL ASSISTANCE
HRDC-YOUTH PROGRAMS
32 SOUTH TRACY	BOZEMAN	MT	59715	810350886	501C3	6000	COMMUNITY PROGRAMS
HRDCGALLATIN VALLEY FOOD BANK
602 BOND STREET	BOZEMAN	MT	59715	810350886	501C3	28000	ADDRESSING HUNGER
HRDCHOMEMAKER PERSONAL CARE
32 SOUTH TRACY	BOZEMAN	MT	59715	810350886	501C3	8000	ASSIST W/ HEALTH AND HYG
HYALITE SCHOOL
3600 W BABCOCK	BOZEMAN	MT	59718	816000413	501C3	17600	AFTER SCHOOL PROGRAM
IRVING SCHOOL
611 S 8TH	BOZEMAN	MT	59715	816000413	501C3	19500	AFTER SCHOOL PROGRAM
LIVINGSTON LINKS
315 N 8TH STREET	LIVINGSTON	MT	59047	816000691	501C3	7000	SUMMER SCHOOL PROGRAM
LONGFELLOW SCHOOL
516 S TRACY	BOZEMAN	MT	59715	816000413	501C3	14000	AFTER SCHOOL PROGRAM
MANHATTAN SCHOOL DIST-AFTER SCHOOL PROGRAM
416 N BROADWAY	MANHATTAN	MT	59741	816000323	501C3	9500	AFTER SCHOOL PROGRAM
MONFORTON SCHOOL DIST-AFTER SCHOOL PROGRAM
6001 MONFORTON SCHOOL RD	BOZEMAN	MT	59718	816000423	501C3	13000	AFTER SCHOOL PROGRAM
MORNINGSTAR SCHOOL
830 HYALITE ROAD	BOZEMAN	MT	59715	816000413	501C3	6500	AFTER SCHOOL PROGRAM
OPHIR SCHOOL
45465 GALLATIN ROAD	GALLATIN GATEWAY	MT	59730	816000440	501C3	8000	AFTER SCHOOL PROGRAM
STEVENS YOUTH CENTER
104 2ND AVENUE SE	WHITE SULPHUR	MT	59645	810528970	501C3	9000	AFTER SCHOOL PROGRAM
THREE FORKS SCHOOL DIS
212 E NEAL S	THREE FORKS	MT	59752	816001317	501C3	8500	AFTER SCHOOL PROGRAM
THRIVE
PO BOX 4325	BOZEMAN	MT	59772	363501185	501C3	70000	HELP RAISE HEALTHY FAMILIES
W YELLOWSTONE AFTER SCHOOL PROGRAM
PO BOX 1626	W YELLOWSTONE	MT	59758	810528979	501C3	15000	AFTER SCHOOL PROGRAM
WHITTIER SCHOOL
511 N 5TH AVENUE	BOZEMAN	MT	59715	816000413	501C3	35000	AFTER SCHOOL PROGRAM

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES FUNDING SUPPORT FOR INITIATIVES AND PROGRAMS PROVIDING HUMAN SERVICES IN THE GREATER GALLATIN REGION OF MONTANA. COMMUNITY VOLUNTEERS ARE INCLUDED IN THE GRANT PROCESSES TO ENSURE FULL TRANSPARENCY. FUNDED PARTNERS WHO RECEIVE GRANTS MUST MEET ELIGIBILITY CRITERIA THAT INCLUDE DEMONSTRATING STRONG GOVERNANCE AND BOARD OVERSIGHT; STRONG FINANCIAL REPORTING PRACTICES; AND SERVICES IDENTIFIED AS HIGH NEED IN THE COMMUNITY AND INDICATING POSITIVE RESULTS FOR THE TARGET POPULATION. COALITIONS, TASK FORCES, OR INITIATIVES THAT RECEIVE FUNDS OR ACT AS FISCAL AGENTS FOR FUNDS, MEET REGULARLY THROUGHOUT THE YEAR WITH ORGANIZATION REPRESENTATIVES. EFFICACY AND USE OF FUNDS ARE MONITORED THROUGH FINANCIAL REPORTS, PROGRAM REPORTS, AND SITE VISITS.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11	LINE 11A EXPLANATION - FINANCE AND AUDIT COMMITTEE THOROUGHLY REVIEW AND MAKE A RECOMMENDATION FOR THE BOARD TO APPROVE PRIOR TO FILING. ADDITIONALLY, THE FULL BOARD REVIEWS THE 990.
FORM 990, PART VI, SECTION B, LINE 12C	CODE OF ETHICS POLICY IS REVIEWED AND SIGNED BY EACH BOARD MEMBER AND STAFF ANNUALLY. FURTHER MONITORED DURING THE YEAR THROUGH CONSTANT COMMUNICATION BETWEEN THE CEO AND EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMPENSATION POLICY IS INCLUDED IN THE ANNUAL ACCOUNTING AND FINANCIAL POLICIES WHICH IS REVISITED BY THE BOARD EACH YEAR.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND HARD COPIES ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	KIDSLINK PROGRAM: PROGRAM SERVICE EXPENSES 302,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 302,890.	OTHER FEES
FORM 990, PART XI, LINE 9:	THE PRIOR YEAR FINANCIAL STATEMENTS WERE RESTATED TO REPORT AN AGENCY AGENCY ENDOWMENT HELD BY THE MONTANA COMMUNITY FOUNDATION WITH A JUNE 30, 2012 VALUE OF $38,452. BECAUSE THE GGUW CANNOT DIRECT THE USE OF THE CORPUS, EXERCISE ANY INFLUENCE OVER THE INVESTMENTS AND HAS NO ABILITY TO RECEIVE THE ENDOWMENT IT WAS EXCLUDED FROM THE PRIOR YEAR AUDITED STATEMENT OF FINANCIAL POSITION, BUT DISCLOSED IN THE NOTES TO THE FINANCIAL STATEMENTS. CURRENT ACCOUNTING APPLICATION REQUIRES THE INCLUSION OF THE ENDOWMENT ON THE STATEMENT OF FINANCIAL POSITION 38,452.	CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART VI, LINE 11B - FORM 990 REVIEW PROCESS	FINANCE AND AUDIT COMMITTEE THOROUGHLY REVIEW AND MAKE A RECOMMENDATION FOR THE BOARD TO APPROVE PRIOR TO FILING. ADDITIONALLY, THE FULL BOARD REVIEWS THE 990.