2014-02-14T16:37:34-06:00 2013-06-30 810348775 JUNKERMIER CLARK CAMPANELLA STEVENS PC 714 STONERIDGE STE A-3 BOZEMAN MT 59718 990 2012-07-01 810384820 GREATER GALLATIN UNITED WAY INC GREA 4065872194 945 TECHNOLOGY BLVD 101F BOZEMAN MT 59718 CAROL TOWNSEND 4065872194 2014-02-14 1 TROY WATLING P00624928 4065871277 2012 2015-11-30 17:44:51Z CAROL TOWNSEND 945 TECHNOLOGY BLVD 101F BOZEMAN MT 59718 1304786 0 X WWW.GREATERGALLATINUNITEDWAY.ORG X 1978 MT 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. 24 24 11 499 0 0 981858 990429 184979 292520 42815 15963 9078 5874 1218730 1304786 591432 572696 0 0 288278 276189 0 0 67506 290025 444580 1169735 1293465 48995 11321 1038363 1106559 463102 427030 575261 679529 X 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. 0 0 1141164 572696 292520 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. 1141164 1 1 0 0 0 0 0 0 0 1 1 0 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 2 0 11 1 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GREATER GALLATIN UNITED WAY 4065872194 945 TECHNOLOGY BLVD 101F BOZEMAN MT 59718 DANA AUGHNEY 1.00 X 0 0 0 BRENDA BARRINGER 1.00 X 0 0 0 MEGAN BERG 1.00 X 0 0 0 SYLVIA DRAIN 1.00 X 0 0 0 JANE FOSTER 2.00 X X 0 0 0 JOHN GOETZ 1.00 X 0 0 0 MIKE HEGEL 1.00 X 0 0 0 SCOTT HOLTON 2.00 X X 0 0 0 MATT KELLEY 1.00 X 0 0 0 ROXANNE KLINGENSMITH 1.00 X 0 0 0 MAUREEN LANG 1.00 X 0 0 0 CANDY LUBANSKY 1.00 X 0 0 0 ERIN MACDONALD-PECK 1.00 X 0 0 0 PAT MCKERNAN 1.00 X 0 0 0 JOE MILITELLO 2.00 X X 0 0 0 DENISE PALMQUIST 2.00 X X 0 0 0 SHANNON RENEVIER 1.00 X 0 0 0 CHELSEA SCHMIDT 1.00 X 0 0 0 KYLA STAFFORD 2.00 X X 0 0 0 CARRIE TAYLOR 1.00 X 0 0 0 ROB WATSON 1.00 X 0 0 0 WENDY WIGERT 1.00 X 0 0 0 CHUCK WINN 1.00 X 0 0 0 DEBE YOUNGBERG 1.00 X 0 0 0 CAROL TOWNSEND 48.00 X 65101 0 3391 65101 0 3391 0 0 0 0 0 204955 785474 990429 KIDSLINK PARENT FEES 624410 292520 292520 292520 15855 15855 108 0 108 108 108 5874 0 5874 5874 1304786 292520 0 21837 X 572696 572696 69986 44091 14697 11198 156371 98514 32838 25019 29043 18297 6099 4647 20789 13097 4366 3326 5031 5031 4142 4142 302890 302890 19412 10894 425 8093 2175 1194 478 503 42061 28547 5538 7976 4335 2948 800 587 7864 7782 82 3538 2300 651 587 CURRICULUM 24557 24557 0 SUPPLIES 10363 4941 1522 3900 BANK CHARGES 8281 658 7303 320 FAIR SHARE 6036 3863 905 1268 3895 3895 1293465 1141164 84795 67506 144510 192209 415210 26890 183129 179285 1354 1354 18442 18442 0 0 294160 706821 1038363 1106559 430288 385305 7011 32814 34714 463102 427030 X 168562 204845 158801 191535 247898 283149 575261 679529 1038363 1106559 X 11321 54495 38452 X X 0 1 X 1 0 X 830105 771495 846082 981858 993234 4422774 830105 771495 846082 981858 993234 4422774 478132 3944642 35113 30053 31561 32421 15855 145003 4567777 293186 0.86360 0.79830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 294160 80635 374795 294793 -633 294160 242998 51795 294793 213611 29387 242998 265685 -52074 213611 1.00000 1 0 14717 14717 0 3725 3725 0 0 PAYROLL LIABILITIES 22771 ACCRUED COMPENSATED ABSENCES 11943 34714 1412476 54495 53195 107690 1304786 0 1304786 1346660 53195 53195 1293465 0 1293465 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. 1 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 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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. OTHER FEES 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. 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.