2014-11-10T11:57:21-06:00 2014-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 1965 BOZEMAN MT 59771 990 2013-07-01 810384820 GREATER GALLATIN UNITED WAY INC GREA 4065872194 945 TECHNOLOGY BLVD 101F BOZEMAN MT 59718 DANICA JAMISON PRESIDENT & CEO 4065872194 2014-11-10 1 TROY WATLING P00624928 4065871277 2014-11-05 2013 2015-11-30 17:44:51Z DANICA JAMISON 945 TECHNOLOGY BLVD 101F BOZEMAN MT 59718 1581107 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. 20 20 13 507 0 0 990429 1215877 292520 323901 15963 25278 5874 14947 1304786 1580003 572696 683379 0 0 276189 315895 0 0 71104 444580 519251 1293465 1518525 11321 61478 1106559 1424188 427030 597554 679529 826634 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 1296814 683379 323901 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 LEAD, LISTEN, ASSESS, PRIORITIZE, CONVENE AND COLLABORATE TO DETERMINE HOW SOLUTIONS TO HUMAN SERVICE PROBLEMS CAN BE IDENTIFIED AND IMPLEMENTED. THE ORGANIZATION CONVENES FIVE SIGNIFICANT INITIATIVES IN ADDITION TO SEVERAL SMALLER PROJECTS. 1. COMMUNITY INVESTMENT: AS YOUR UNITED WAY WE MOBILIZE THE CARING POWER OF THE COMMUNITY AND INVEST FUNDS IN OVER 60 LOCAL TAX-EXEMPT PROGRAMS AND INITIATIVES THAT ARE EFFECTIVE, ACCOUNTABLE AND DEMONSTRATE POSITIVE RESULTS FOR THE PEOPLE SERVED. 2. KIDSLINK AFTERSCHOOL PROVIDED A SAFE, HEALTHY, ENRICHING ENVIRONMENT FOR MORE THAN 1,300 YOUTH ON A DAILY BASIS AT 27 SITES IN FOUR COUNTIES. 3. EARLY CHILDHOOD COMMUNITY COUNCIL SUPPORTS YOUTH AGES 0-8 AND THEIR FAMILIES BY BRINGING TOGETHER DIVERSE STAKEHOLDERS WORKING TOGETHER TO SUPPORT STRONG, HEALTHY FAMILIES. 4. GRADUATION MATTERS GALLATIN'S MISSION IS TO ENSURE ALL STUDENTS GRADUATE FROM HIGH SCHOOL - COLLEGE AND CAREER READY. 5. MONTANA AFTERSCHOOL ALLIANCE IS A STATEWIDE NETWORK OF STAKEHOLDERS WORKING TO INCREASE ACCESS, IMPROVE QUALITY AND INCREASE SUSTAINABILITY OF OUT-OF-SCHOOL-TIME PROGRAMS ACROSS THE STATE. AS YOUR UNITED WAY WE OPERATE WITH TRANSPARENCY AND ACCOUNTABILITY AND INVEST DONATIONS WISELY AND EFFICIENTLY. 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 DONATIONS WISELY 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. 1296814 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 1 0 13 1 0 0 0 0 0 0 0 0 X 20 20 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 DIRECTOR 1.00 X 0 0 0 SYLVIA DRAIN DIRECTOR 1.00 X 0 0 0 JANE FOSTER CHAIRMAN 1.00 X X 0 0 0 JOHN GOETZ DIRECTOR 1.00 X 0 0 0 MIKE HEGEL DIRECTOR 1.00 X 0 0 0 SCOTT HOLTON TREASURER 4.00 X X 0 0 0 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 PAT MCKERNAN DIRECTOR 1.00 X 0 0 0 JOE MILITELLO 2ND VICE CHAIR 4.00 X X 0 0 0 DENISE PALMQUIST SECRETARY 1.00 X X 0 0 0 SHANNON O'HARE DIRECTOR 1.00 X 0 0 0 CHELSEA SCHMIDT DIRECTOR 1.00 X 0 0 0 KYLA STAFFORD 1ST VICE CHAIR 4.00 X X 0 0 0 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 CAROL TOWNSEND PRESIDENT & CEO (FORMER) 40.00 X 68792 0 12046 DANICA JAMISON PRESIDENT & CEO 48.00 X 0 0 0 68792 0 12046 0 0 0 0 0 393332 822545 1215877 KIDSLINK PARENT FEES 624410 323901 323901 323901 25954 25954 428 1104 -676 -676 -676 14947 0 14947 14947 1580003 323901 0 40225 X 683379 683379 273986 158224 80618 35144 17141 9942 4971 2228 24768 14366 7182 3220 5000 5000 5773 5773 243098 243098 26321 12477 1833 12011 10262 5706 1490 3066 49605 35350 8686 5569 14352 13127 764 461 5897 213 5684 2525 1734 469 322 CONTRACT SERVICES 83390 58184 16806 8400 CURRICULUM 54784 54730 47 7 BANK CHARGES 9952 9952 FAIR SHARE 5690 3983 1081 626 2602 2301 251 50 1518525 1296814 150607 71104 192209 387987 26890 21123 179285 236982 1354 1354 18442 18442 0 0 706821 776742 1106559 1424188 385305 502194 7011 4049 34714 91311 427030 597554 X 204845 221947 191535 321538 283149 283149 679529 826634 1106559 1424188 X 61478 72531 13096 X X 0 1 X 1 0 X 771495 846082 981858 993234 1220323 4812992 771495 846082 981858 993234 1220323 4812992 554269 4258723 30053 31561 32421 15855 25954 135844 4948836 616421 0.86060 0.87150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 374795 58807 433602 294160 80635 374795 294793 -633 294160 242998 51795 294793 213611 29387 242998 0.65000 0.35000 1 0 14717 14717 0 3725 3725 0 0 PAYROLL LIABILITIES 87841 ACCRUED COMPENSATED ABSENCES 3470 91311 1702555 72531 36925 13096 122552 1580003 0 1580003 1555450 36925 36925 1518525 0 1518525 PART V, LINE 4: THE ORGANIZATION EXPECTS ITS ENDOWMENT FUNDS WILL SUPPORT THE MISSION OF THE ORGANIZATION. TO DO SO THE BOARD OF DIRECTORS AUTHORIZES INVESTMENT POLICIES PROMOTING GROWTH OF EQUITY ASSETS TO EVENTUALLY ACHIEVE A LEVEL OF ANNUAL INCOME. THE BOARD OF DIRECTORS WILL DETERMINE WHEN INCOME IS DRAWN. 1 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 20000 SR NUTRITION, HEATLH, REC BOZEMAN SENIOR CENTERNUTRITION CENTER 807 N TRACY BOZEMAN MT 59772 237013531 501C3 10000 SR NUTRITION, HEATLH, REC COMMUNITY HEALTH PARTNERS 214 E MENDENHALL BOZEMAN MT 59715 841420492 501C3 13875 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 5000 AFTER SCHOOL PROGRAM HAVEN PO BOX 752 BOZEMAN MT 59771 810389914 501C3 17500 RED INC AND MIN IMPACT OF DOM ABUSE HAWTHORNE SCHOOL 114 N ROUSE BOZEMAN MT 59715 816000413 501C3 5000 AFTER SCHOOL PROGRAM HELP CENTER 421 EAST PEACH BOZEMAN MT 59715 810309373 501C3 46000 SUICIDE AND CRISIS COUNSELING HRDC-HOME TO STAY 32 SOUTH TRACY BOZEMAN MT 59715 810350886 501C3 20000 RENTAL ASSISTANCE 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 14627 AFTER SCHOOL PROGRAM IRVING SCHOOL 611 S 8TH BOZEMAN MT 59715 816000413 501C3 15000 AFTER SCHOOL PROGRAM LIVINGSTON LINKS 315 N 8TH STREET LIVINGSTON MT 59047 816000691 501C3 12000 SUMMER SCHOOL PROGRAM LONGFELLOW SCHOOL 516 S TRACY BOZEMAN MT 59715 816000413 501C3 10000 AFTER SCHOOL PROGRAM MANHATTAN SCHOOL DIST-AFTER SCHOOL PROGRAM 416 N BROADWAY MANHATTAN MT 59741 816000323 501C3 9000 AFTER SCHOOL PROGRAM MONFORTON SCHOOL DIST-AFTER SCHOOL PROGRAM 6001 MONFORTON SCHOOL RD BOZEMAN MT 59718 816000423 501C3 16500 AFTER SCHOOL PROGRAM MORNINGSTAR SCHOOL 830 HYALITE ROAD BOZEMAN MT 59715 816000413 501C3 10000 AFTER SCHOOL PROGRAM OPHIR SCHOOL 45465 GALLATIN ROAD GALLATIN GATEWAY MT 59730 816000440 501C3 20000 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 22000 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 17000 AFTER SCHOOL PROGRAM WHITTIER SCHOOL 511 N 5TH AVENUE BOZEMAN MT 59715 816000413 501C3 34792 AFTER SCHOOL PROGRAM BELGRADE MIDDLE SCHOOL 410 TRIPLE CROWN ST BELGRADE MT 59714 816000431 501C3 24188 AFTER SCHOOL PROGRAM BELGRADE SCHOOL DISTRICT 410 TRIPLE CROWN ST BELGRADE MT 59714 816000431 501C3 15990 AFTER SCHOOL PROGRAM BOZEMAN SCHOOL DISTRICT 404 W MAIN ST BOZEMAN MT 59715 816000413 501C3 37000 AFTER SCHOOL PROGRAM CHIEF JOSEPH MIDDLE SCHOOL PO BOX 520 BOZEMAN MT 59771 816000413 501C3 5000 AFTER SCHOOL PROGRAM GARDINER PUBLIC SCHOOLS 510 STONE ST GARDINER MT 59030 813000693 501C3 12000 AFTER SCHOOL PROGRAM BELGRADE HECK QUAW 308 N BROADWAY BELGRADE MT 59714 816000431 501C3 14594 AFTER SCHOOL PROGRAM LAMOTTE ELEMENTARY SCHOOL 841 BEAR CANYON RD BOZEMAN MT 59715 816000413 501C3 7000 AFTER SCHOOL PROGRAM MEADOWLARK ELEMENTARY 221 29TH ST W BILLINGS MT 59102 816000413 501C3 5000 AFTER SCHOOL PROGRAM RIDGEVIEW ELEMENTARY 117 GREEN BELT DR BELGRADE MT 59714 816000431 501C3 14594 AFTER SCHOOL PROGRAM SADDLE PEAKS ELEMENTARY 3336 SPAIN BRIDGE RD BELGRADE MT 59714 816000431 501C3 14594 AFTER SCHOOL PROGRAM THREE FORKS YOUTH RECREATION TASK FORCE 212 E NEAL S THREE FORKS MT 59752 816001317 501C3 7000 RECREATION ACTIVITIES BIG BROTHERS AND SISTERS OF PARK COUNTY 102 S 2ND ST LIVINGSTON MT 59047 810363544 501C3 5000 RECREATION ACTIVITIES AAROWHEAD ELEMENTARY SCHOOL PO BOX 37 PRAY MT 590650037 611479025 501C3 5500 AFTER SCHOOL PROGRAM GALLATIN COUNTY CASAGAL PROGRAM 615 SOUTH 17TH AVE ROOM 313 BOZEMAN MT 59715 810533730 501C3 5000 HELPING FAMILIES GALLATIN MENTAL HEALTH 615 SOUTH 17TH AVE ROOM 313 BOZEMAN MT 59715 810533730 501C3 5000 MENTAL HEALTH ASSITANCE HRDC-GALAVAN 807 N TRACY BOZEMAN MT 59715 810350886 501C3 12500 DISABLED/SR TRANSPORT 42 0 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. FORM 990, PART IX, LINE 11G KIDSLINK PROGRAM: PROGRAM SERVICE EXPENSES 243,098. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,098. FORM 990, PART XI, LINE 9: CURRENT YEAR MONTANA COMMUNITY FOUNDATION PROCEEDS 13,096. FORM 990, PART XII, LINE 2C: 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.