2014-10-31T11:40:37-05:00 2014-06-30 810212932 GALUSHA HIGGINS & GALUSHA PC 303 N28TH STREET 503 BILLINGS MT 59101 990 2013-07-01 810287507 UNITED WAY OF YELLOWSTONE COUNTY UNIT 4062728502 2173 OVERLAND BILLINGS MT 59102 CAROL BURTON PRESIDENT, CEO 4062728502 2014-08-29 1 KIMBERLY E DARE P00537995 4062481681 2014-08-29 2013 2015-11-30 17:44:51Z CAROL BURTON 2173 OVERLAND BILLINGS MT 59102 2095148 0 X WWW.UNITEDWAYYELLOWSTONE.ORG X 1961 MT TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 13 13 55 1466 0 0 1811982 1313120 532127 457529 57014 88006 33448 1554 2434571 1860209 550600 550600 0 0 954365 979558 0 0 229211 922509 543354 2427474 2073512 7097 -213303 4223250 3947583 1359040 1172434 2864210 2775149 X THE UNITED WAY OF YELLOWSTONE COUNTY IS THE PRIMARY COMMUNITY-BUILDING ORGANIZATION. WE PROVIDE LEADERSHIP TO EFFECTIVELY MOBILIZE PEOPLE, 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 1 550600 550600 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. 74565 DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. 1100900 459083 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, CITIZEN CORP, ROOTS OF PROMISE DUI TASK FORCE, COMMUNITY INCENTIVE PROGRAM AND THE VOLUNTEER CENTER. 1726065 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 9 0 55 1 0 0 0 0 0 0 0 0 X 13 13 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 GEORGE HADDENHORST BOARD MEMBER 1.00 X 0 0 0 JAMES RENO 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 PATRICE ELLIOTT BOARD MEMBER 1.00 X 0 0 0 WANDA ANDERSON CHAIR 1.00 X X 0 0 0 RONI BAKER BOARD MEMBER 1.00 X 0 0 0 BARBARA SCHNEEMAN BOARD MEMBER 1.00 X 0 0 0 ROGER HUEBNER TREASURER 1.00 X X 0 0 0 CURT KOCHNER BOARD MEMBER 1.00 X 0 0 0 BRENDA KOCH BOARD MEMBER 1.00 X 0 0 0 DARREN K WALKER BOARD MEMBER 1.00 X 0 0 0 CHARLES WETHERINGTON BOARD MEMBER 1.00 X 0 0 0 CAROL BURTON PRESIDENT/CEO 40.00 X 102787 0 0 KATRINA MACLEOD CFO 40.00 X 65193 0 0 167980 0 0 1 0 0 0 0 137550 1175570 1313120 CARE ACADEMY APPLICATI 900099 446837 446837 ADMINISTRATIVE FEE 900099 9377 9377 YVC SUMMER PROGRAM FEE 900099 1315 1315 457529 41973 41973 280972 234939 46033 46033 46033 OTHER 900099 1554 1554 1554 1860209 459083 0 88006 550600 550600 136000 105368 10279 20353 643559 508620 39985 94954 50971 31780 6910 12281 88931 55448 12057 21426 60097 46561 4542 8994 18150 18150 17507 6 15585 1916 55 55 408 218 190 33872 17559 832 15481 12188 10314 438 1436 1895 816 42 1037 3050 1479 1396 175 33785 28594 1212 3979 15418 13048 554 1816 43597 37878 1336 4383 6051 4258 1200 593 CARE EXPENSE 83091 83091 0 0 SUPPLIES 36632 33792 604 2236 BEST BEGINNINGS 32887 32887 0 0 EARLY CHILDHOOD 32488 32488 0 0 172280 131260 3114 37906 2073512 1726065 118236 229211 115062 130218 601588 382077 569715 463022 8849 9931 1662715 201419 1499089 1461296 847542 1398958 623643 29989 29854 4223250 3947583 80083 91626 18383 13019 54287 55653 972849 937569 233438 74567 1359040 1172434 X 2512641 2398580 351569 376569 2864210 2775149 4223250 3947583 -213303 124242 0 X 0 1 X 1 0 X 1796188 1727462 1780103 1811982 1313120 8428855 1796188 1727462 1780103 1811982 1313120 8428855 8428855 42436 106933 113599 57014 41973 361955 11285 116204 14127 12205 1554 155375 8946185 2390012 0.94220 0.91420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2009 AMOUNT: $ 11,285. 2010 AMOUNT: $ 9,760. 2011 AMOUNT: $ 14,127. 2012 AMOUNT: $ 12,205. 2013 AMOUNT: $ 1,554. BEQUESTS - 2009 AMOUNT: $ 0. 2010 AMOUNT: $ 106,444. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 68764 403 1 1 1454540 29943 108333 150000 15585 1427231 1295271 40002 133272 14005 1454540 1523182 26844 10028 250000 14782 1295271 1267365 17054 249964 11201 1523182 1112336 20629 144482 10082 1267365 0.80220 0.19780 0 0 443873 443873 1035703 54204 981499 183139 147215 35924 1461296 FIXED INCOME SECURITIES 464795 F COMPLEMENTARY STRATEGIES 12161 F REAL ASSET SECURITIES 146687 F 623643 AGENCY FUNDS 69167 CAPITAL LEASE OBLIGATIONS 5400 74567 1984450 124241 124241 1860209 0 1860209 2073512 0 2073512 0 2073512 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 BIG BROTHERS BIG SISTERS OF YELLOWSTONE COUNTY 504 B NORTH 20TH STREET BILLINGS MT 59101 237451775 501(C)(3) 35000 COMMUNITY BASED MENTORING PROGRAM BIG SKY SENIOR SERVICES INC 30 NORTH 35TH STREET BILLINGS MT 59101 810364919 501(C)(3) 69000 FRIENDS VOLUNTEER PROGRAM BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY 505 ORCHARD LANE BILLINGS MT 59101 810308003 501(C)(3) 50000 PROJECT LEARN - YOUTH DEVELOPMENT COMMUNITY HOPE INC PO BOX 524 LAUREL MT 590440524 810424204 501(C)(3) 2500 HUMAN SERVICES - SPECIFICALLY TO POVERTY AND THE POOR EAGLE MOUNT OF BILLINGS 2822 3RD AVE N STE 203 BILLINGS MT 59101 841370933 501(C)(3) 7900 RECREATION & COMMUNITY INTEGRATION FAMILY SERVICE INC 1824 1ST AVE N PO BOX 1020 BILLINGS MT 59103 810232120 501(C)(3) 35000 HELPING NEIGHBORS IN NEED/FINANCIAL STABILITY & INDEPENDENCE FRIENDSHIP HOUSE 3123 8TH AVE S BILLINGS MT 59101 810300497 501(C)(3) 50000 FRIENDSHIP YOUTH DEVELOPMENT PROGRAM HEAD START INC 615 N 19TH ST BILLINGS MT 59101 810398508 501(C)(3) 25000 MENTAL HEALTH SERVICES FOR PRE-SCHOOL CHILDREN TUMBLEWEED RUNAWAY PROGRAM INC 505 NORTH 29TH STREET BILLINGS MT 59101 363343886 501(C)(3) 30000 INDEPENDENT/TRANSITIONAL LIVING YELLOWSTONE AIDS PROJECT 2906 1ST AVENUE N PO BOX 1748 BILLINGS MT 59103 810464564 501(C)(3) 26000 AIDS PREVENTION IN YOUTH POPULATION YELLOWSTONE CASA INC PO BOX 688 BILLINGS MT 59103 481301287 501(C)(3) 9000 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) 27200 YOUTH DEVELOPMENT FOR LOW-INCOME PREGNANT WOMEN & FAMILIES. YWCA OF BILLINGS 909 WYOMING AVE BILLINGS MT 59101 810235415 501(C)(3) 69000 QUALITY, AFFORDABLE FULL-DAY CHILD CARE ON A SLIDING SCALE. FAMILY SUPPORT NETWORK PO BOX 21366 BILLINGS MT 59104 363925429 501(C)(3) 30000 PROVIDE SOCIAL SERVICES TO FAMILIESPROVIDE QUALITY SERVICES TO FAMILIESPROVIDE QUALITY SERVICES TO FAMILIES DISTRICT 7 HRDC PO BOX 2016 BILLINGS MT 59103 810300207 501(C)(3) 20000 COMMUNITY RESOURCES YELLOWSTONE HEALTH PARTNERSHIP - MAP 123 S 27TH ST BILLINGS MT 59101 810419904 501(C)(3) 25000 FUNDRAISING PROGRAM FOR YELLOWSTONE CITY-COUNTY HEALTH ADULT RESOURCE ALLIANCE 1505 AVE D BILLINGS MT 59104 810364744 501(C)(3) 30000 KEEPING ADULTS 60+ INDEPENDENT AND INVOLVED SOUTH CENTRAL MONTANA MENTAL HEALTH CENTER - THE HUB 1245 N 29TH ST BILLINGS MT 59101 810359499 501(C)(3) 10000 TO ASSIST THE DONEE ORGANIZATION'S MISSION OF MAINTAINING HIGH QUALITY MENTAL HEALTH AND CHEMICAL DEPENDENCY CARE IN SOUTH CENTRAL MMONTANA. 18 18 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 III, LINE 3 UNITED WAY OF YELLOWSTONE COUNTY TURNED OVER MANAGEMENT OF THE BIG SKY COMBINED FEDERAL CAMPAIGN - THE PRIMARY WORKPLACE GIVING CAMPAIGN FOR FEDERAL EMPLOYEES - TO THE UNITED WAY OF CASCADE COUNTY. FORM 990, PART VI, SECTION B, LINE 11 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, ETCETERAS. 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 EXECUTIVE DIRECTOR AND SET COMPENSATION IN LIGHT OF THE ABOVE CRITERIA AND GUIDELINES. THE EXECUTIVE DIRECTOR 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.