UNITED WAY OF MISSOULA COUNTY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MISSOULA COUNTY (EIN 81-0287854)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201323169349303442
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T09:01:06-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPR ACCOUNTING PLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4325 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810287854 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MISSOULA COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 4065496104 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7395 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 598077395 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN HAY CRAMER | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 4065496104 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOREN W RANDALL CPA | Name |
| Phone | 4067285539 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN HAY CRAMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7395 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 598077395 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 953306 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.missoulaunitedway.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1931 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1073351 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 913872 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 18566 | InvestmentIncomePriorYear |
| Investment Income Current Year | 19668 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11216 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16828 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1103133 | TotalRevenuePriorYear |
| Total Revenue Current Year | 950368 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 627499 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 656188 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 242260 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 286109 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 184224 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 180189 | OtherExpensePriorYear |
| Other Expenses Current Year | 191598 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1049948 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1133895 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 53185 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -183527 | RevenuesLessExpensesCY |
| Total Assets BOY | 1436172 | TotalAssetsBOY |
| Total Assets EOY | 1709598 | TotalAssetsEOY |
| Total Liabilities BOY | 94305 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 489813 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1341867 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1219785 | NetAssetsOrFundBalancesEOY |
| Mission Description | COMMUNITY SUPPORT AND ASSISTANCE | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 687506 | Expense |
| Grants | 656188 | Grants |
| Revenue | 13021 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 167806 | Expense |
| Revenue | 3807 | Revenue |
| Description | 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 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 855312 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIER CLARK CAMPANELLA STEVENS PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4065494148 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2620 CONNERY WAY | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59808 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|
| SUSAN HAY CRAMER | ||||||
| CEO | 45.00 | X | 77586 | 0 | 1356 | |
| DANIEL KIELY | ||||||
| PAST PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| FRANK D'ANGELO | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| JAN SCHWEITZER | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | X |
| LYNNE FOLAND | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| DALE BICKELL | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| LYNDA BROWN | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| JASON ERICKSON | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| JIM FOLEY | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| JANNA LUNDQUIST | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| DANIEL KIELY | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| DWIGHT SCHULTE | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| BILL ST JOHN | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| MARY WINDECKER | ||||||
| MEMBER | 2.00 | 0 | 0 | 0 | X | |
| SHANNON FLANAGAN | ||||||
| MEMBER | 2 | X | ||||
| VICKI JUDD | ||||||
| MEMBER | 2 | X | ||||
| MELISSA MATASSA-STONE | ||||||
| MEMBER | 2 | X | ||||
| JIM MCGOWAN | ||||||
| MEMBER | 2 | X | ||||
| MARK WAKAI | ||||||
| MEMBER | 2 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 77586 | TotalReportableCompFromOrg |
| Total Other Compensation | 1356 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 913872 | AllOtherContributions |
| Total Contributions | 913872 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19668 | TotalRevenueColumn |
| Exclusion | $19,668 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6745 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2938 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3807 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3807 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3807 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST RECOVERY FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 13021 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13021 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13021 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 950368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16828 | RelatedOrExemptFunctionIncome |
| Exclusion | $19,668 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 656188 | Total |
| Program Services | 656188 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78942 | Total |
| Program Services | 29998 | ProgramServices |
| Management And General | 16578 | ManagementAndGeneral |
| Fundraising | 32366 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167372 | Total |
| Program Services | 63601 | ProgramServices |
| Management And General | 35148 | ManagementAndGeneral |
| Fundraising | 68623 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2364 | Total |
| Program Services | 899 | ProgramServices |
| Management And General | 496 | ManagementAndGeneral |
| Fundraising | 969 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15753 | Total |
| Program Services | 5986 | ProgramServices |
| Management And General | 3308 | ManagementAndGeneral |
| Fundraising | 6459 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21678 | Total |
| Program Services | 8238 | ProgramServices |
| Management And General | 4552 | ManagementAndGeneral |
| Fundraising | 8888 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20 | Total |
| Program Services | 8 | ProgramServices |
| Management And General | 4 | ManagementAndGeneral |
| Fundraising | 8 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19766 | Total |
| Program Services | 7511 | ProgramServices |
| Management And General | 4151 | ManagementAndGeneral |
| Fundraising | 8104 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7358 | Total |
| Program Services | 2796 | ProgramServices |
| Management And General | 1545 | ManagementAndGeneral |
| Fundraising | 3017 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7387 | Total |
| Program Services | 2807 | ProgramServices |
| Management And General | 1551 | ManagementAndGeneral |
| Fundraising | 3029 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26925 | Total |
| Program Services | 10232 | ProgramServices |
| Management And General | 5654 | ManagementAndGeneral |
| Fundraising | 11039 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12972 | Total |
| Program Services | 4927 | ProgramServices |
| Management And General | 2726 | ManagementAndGeneral |
| Fundraising | 5319 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27990 | Total |
| Program Services | 8815 | ProgramServices |
| Management And General | 6495 | ManagementAndGeneral |
| Fundraising | 12680 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18803 | Total |
| Program Services | 7145 | ProgramServices |
| Management And General | 3949 | ManagementAndGeneral |
| Fundraising | 7709 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8337 | Total |
| Program Services | 3168 | ProgramServices |
| Management And General | 1751 | ManagementAndGeneral |
| Fundraising | 3418 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10646 | Total |
| Program Services | 4046 | ProgramServices |
| Management And General | 2235 | ManagementAndGeneral |
| Fundraising | 4365 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10692 | Total |
| Program Services | 4063 | ProgramServices |
| Management And General | 2245 | ManagementAndGeneral |
| Fundraising | 4384 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7561 | Total |
| Program Services | 2873 | ProgramServices |
| Management And General | 1588 | ManagementAndGeneral |
| Fundraising | 3100 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ALLOWANCE FOR UNCOLLECTIBLE | 31318 | 31318 | 0 | 0 |
| EQUIPMENT RENTAL/MAINT | 1823 | 693 | 383 | 747 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1133895 | Total |
| Program Services | 855312 | ProgramServices |
| Management And General | 94359 | ManagementAndGeneral |
| Fundraising | 184224 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79041 | BOY |
| EOY | 118750 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38714 | BOY |
| EOY | 9074 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622503 | BOY |
| EOY | 430757 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28358 | BOY |
| EOY | 19271 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4308 | BOY |
| EOY | 2344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 445437 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31638 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10683 | BOY |
| EOY | 413799 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 652565 | BOY |
| EOY | 715603 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436172 | BOY |
| EOY | 1709598 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298 | BOY |
| EOY | 7702 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92863 | BOY |
| EOY | 108599 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144 | BOY |
| EOY | 1144 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 372368 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94305 | BOY |
| EOY | 489813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217091 | BOY |
| EOY | 281767 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622553 | BOY |
| EOY | 430757 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502223 | BOY |
| EOY | 507261 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1341867 | BOY |
| EOY | 1219785 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436172 | BOY |
| EOY | 1709598 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -183527 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 61445 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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 | 1013910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1048262 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1186044 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1073351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 913872 | CurrentTaxYear |
| Total | 5235439 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1013910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1048262 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1186044 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1073351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 913872 | CurrentTaxYear |
| Total | 5235439 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 5235439 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25570 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19230 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18566 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19668 | CurrentTaxYear |
| Total | 98813 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5334252 | TotalSupport |
| Public Support Pertcentage170 | 0.98150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
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 | 664860 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 80733 | InvestmentEarningsOrLosses |
| Other Expenditures | 21750 | OtherExpenditures |
| Administrative Expenses | 7358 | AdministrativeExpenses |
| End Of Year Balance | 716485 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 656396 | BeginningOfYearBalance |
| Contributions | 11180 | Contributions |
| Investment Earnings Or Losses | 4202 | InvestmentEarningsOrLosses |
| Administrative Expenses | 6918 | AdministrativeExpenses |
| End Of Year Balance | 664860 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 591255 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 71258 | InvestmentEarningsOrLosses |
| Administrative Expenses | 6117 | AdministrativeExpenses |
| End Of Year Balance | 656396 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 494732 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 101206 | InvestmentEarningsOrLosses |
| Administrative Expenses | 4683 | AdministrativeExpenses |
| End Of Year Balance | 591255 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 646288 | BeginningOfYearBalance |
| Contributions | 1007 | Contributions |
| Investment Earnings Or Losses | -147365 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5198 | AdministrativeExpenses |
| End Of Year Balance | 494732 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.70000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.30000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 72000 | OtherCostOrOtherBasis |
| Book Value | 72000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 338677 | OtherCostOrOtherBasis |
| Depreciation | 4932 | Depreciation |
| Book Value | 333745 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34760 | OtherCostOrOtherBasis |
| Depreciation | 26706 | Depreciation |
| Book Value | 8054 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 413799 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 882294 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 882294 | RevenueSubtotal |
| Other Revenues Not Included | 68074 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 68074 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 950368 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1004376 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1004376 | ExpensesSubtotal |
| Other Expenses Not Included | 129519 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 129519 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1133895 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt XI Line 4b | DESIGNATED PLEDGES $132,456, UNREALIZED GAINS $61,444, RENTAL EXPENSE $2,938 |
| Pt XII Line 4b | DESIGNATED PLEDGES, RENTAL EXPENSES AND ROUNDING |
| 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 |
| STATEMENTS BECAUSE THE AGENCY BELIEVES IT HAD NO INCOME | |
| UNRELATED TO ITS EXEMPT PURPOSES IN 2011 OR 2010. WITH FEW EXCEPTIONS, THE AGENCY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 1520 S RUSSELL | MISSOULA | MT | 59801 | 816023638 | 501C3 | 13639 | PROGRAM COST |
| BOYS & GIRLS CLUB OF MISSOULA | |||||||
| 1515 FAIRVIEW AVE STE 243 | MISSUOLA | MT | 58901 | 841414110 | 501C3 | 10316 | PROGRAM COST |
| COURT APPT SPECIAL ADVOCATES | |||||||
| PO BOX 7433 | MISSOULA | MT | 59807 | 810482945 | 501C3 | 8747 | PROGRAM COST |
| FIRST STEP RESOURCE CENTER | |||||||
| 500 W BROADWAY | MISSOULA | MT | 59802 | 810231793 | 501C3 | 12927 | PROGRAM COST |
| FLAGSHIP PROGRAM | |||||||
| 1325 WYOMING ST | MISSOULA | MT | 59801 | 810307814 | 501C3 | 32907 | PROGRAM COST |
| GARDEN CITY HARVEST | |||||||
| PO BOX 205 | MISSOULA | MT | 59806 | 810210580 | 501C3 | 12399 | PROGRAM COST |
| HOMEWORD | |||||||
| 1535 LIBERTY LANE 116A | MISSOULA | MT | 59808 | 810522626 | 501C3 | 10539 | PROGRAM COSTS |
| HUMAN RESOURCE COUNCIL | |||||||
| 1801 S HIGGINS AVE | MISSOULA | MT | 59801 | 810332017 | 501C3 | 18125 | PROGRAM COST |
| MISSOULA AGING SERVICES | |||||||
| 337 STEPHENS AVE | MISSOULA | MT | 59801 | 810379543 | 501C3 | 73096 | PROGRAM COST |
| MISSOULA FOOD BANK | |||||||
| 219 S THIRD ST W | MISSOULA | MT | 59801 | 810414143 | 501C3 | 25620 | PROGRAM COST |
| MOUNTAIN HOME MONTANA | |||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59801 | 810520628 | 501C3 | 21222 | PROGRAM COST |
| NCBI | |||||||
| 1280 S 3RD ST W | MISSOULA | MT | 59801 | 810526099 | 501C3 | 6641 | PROGRAM COST |
| OPEN AID ALLIANCE | |||||||
| 500 N HIGGINS 100 | MISSOULA | MT | 59802 | 363652244 | 501C3 | 9494 | PROGRAM COST |
| PARTNERSHIP HEALTH CENTER | |||||||
| 323 W ALDER | MISSOULA | MT | 59802 | 363843543 | 501C3 | 45809 | PROGRAM COST |
| POVERELLO CENTER | |||||||
| PO BOX 7644 | MISSOULA | MT | 59807 | 237439391 | 501C3 | 62028 | PROGRAM COST |
| THE PARENTING PLACE | |||||||
| PO BOX 3805 | MISSOULA | MT | 59806 | 810408016 | 501C3 | 25274 | PROGRAM COST |
| WATSON CHILDREN'S SHELTER | |||||||
| 4978 BUCKHOUSE LANE | MISSOULA | MT | 59804 | 810369020 | 501C3 | 12829 | PROGRAM COST |
| WOMENS OPPORTUNITY AND RESOURCE DEV | |||||||
| 2525 PALMER STE 1 | MISSOULA | MT | 59808 | 810362732 | 501C3 | 34375 | PROGRAM COST |
| YOUTH HOMES INC | |||||||
| PO BOX 7616 | MISSOULA | MT | 59807 | 810331313 | 501C3 | 36723 | PROGRAM COST |
| YWCA | |||||||
| 1130 W BROADWAY | MISSOULA | MT | 59802 | 810245851 | 501C3 | 59925 | PROGRAM COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (12 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (27 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | THE BOARD TREASURER REVIEWS THE IRS FORM 990. STAFF MEET |
| WITH THE TREASURER TO REVIEW, DISCUSS, AND EDIT, IF NECESSARY | |
| THE DRAFT OF THE 990 PRIOR TO ITS APPROVAL BY THE BOARD OF | |
| DIRECTORS AND FILING WITH THE IRS. | |
| Pt VI, Line 12c | ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED |
| AS SOON AS THE MEMBER IS AWARE OF THE CONFLICT. THE MEMBER | |
| WILL RETIRE FROM ALL DELIBERATIONS AND NOT PARTICIPATE IN VOTING | |
| IN CONNECTION WITH THE MATTER. EACH BOARD MEMBER ANNUALLY | |
| REVIEWS THE AGENCY'S CODE OF VALUES AND ETHICS AND DISCLOSES | |
| IN WRITING ANY CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE. | |
| Pt VI, Line 15a | THE EXECUTIVE COMMITTEE DETERMINES THE CEO COMPENSATION USING |
| COMPARABLE SALARY DATA FROM UNITED WAY WORLDWIDE FOR CEO | |
| SALARIES OF METRO IV UNITED WAYS (THOSE RAISING SIMILAR | |
| AMOUNTS OF FUNDS), NATIONALLY AND REGIONALLY. THE FULL | |
| BOARD PARTICIPATES IN THE CEO'S PERFOMANCE REVIEW BY | |
| PROVIDING FEEDBACK TO THE PRESIDENT; THE PRESIDENT AND EXECUTIVE | |
| COMMITTEE COMPLETE AN EVALUATION FORM AND THE CEO COMPLETES A | |
| SELF-EVALUATION. THE PRESIDENT AND THE EXECUTIVE | |
| COMMITTEE THEN MEET WITH THE CEO TO REVIEW THE RESULTS. | |
| THE RESULTS ARE THEN REPORTED TO THE BOARD. | |
| ALL SALARY INCREASES ARE PERFORMANCE-BASED. | |
| THE CEO HAS ACCEPTED ONE SALARY INCREASE SINCE ASSUMING THIS | |
| POSITION IN 2006. | |
| Pt VI, Line 19 | GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL |
| STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS | |
| ARE PUBLISHED IN THE ANNUAL REPORT AND ON WEBSITE. | |
| Pt XI | UNREALIZED LOSS ON INVESTMENTS $14,025 |
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