2013-11-12T09:01:06-08:00 2012-12-31 CPR ACCOUNTING PLLP PO BOX 4325 MISSOULA MT 59806 990 2012-01-01 810287854 UNITED WAY OF MISSOULA COUNTY UNIT 4065496104 PO BOX 7395 MISSOULA MT 598077395 SUSAN HAY CRAMER 4065496104 2013-11-12 true LOREN W RANDALL CPA 4067285539 2013-11-12 2012 2016-02-24 21:20:13Z SUSAN HAY CRAMER PO BOX 7395 MISSOULA MT 598077395 953306 false X www.missoulaunitedway.org X 1931 MT 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. 18 18 10 300 0 1073351 913872 0 18566 19668 11216 16828 1103133 950368 627499 656188 0 242260 286109 0 184224 180189 191598 1049948 1133895 53185 -183527 1436172 1709598 94305 489813 1341867 1219785 COMMUNITY SUPPORT AND ASSISTANCE false false 687506 656188 13021 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. 167806 3807 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 855312 true true false false false false false false false true true false false false false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 true 10 true false false false false false false false false false false X 18 18 false false false false false false false true true false true true true true true true true true true false false X X JUNKERMIER CLARK CAMPANELLA STEVENS PC 4065494148 2620 CONNERY WAY MISSOULA MT 59808 SUSAN HAY CRAMER 45.00 X 77586 0 1356 DANIEL KIELY 2.00 X X 0 0 0 FRANK D'ANGELO 2.00 X X 0 0 0 JAN SCHWEITZER 2.00 X X 0 0 0 LYNNE FOLAND 2.00 X X 0 0 0 DALE BICKELL 2.00 X 0 0 0 LYNDA BROWN 2.00 X 0 0 0 JASON ERICKSON 2.00 X 0 0 0 JIM FOLEY 2.00 X 0 0 0 JANNA LUNDQUIST 2.00 X 0 0 0 DANIEL KIELY 2.00 X 0 0 0 DWIGHT SCHULTE 2.00 X 0 0 0 BILL ST JOHN 2.00 X 0 0 0 MARY WINDECKER 2.00 X 0 0 0 SHANNON FLANAGAN 2 X VICKI JUDD 2 X MELISSA MATASSA-STONE 2 X JIM MCGOWAN 2 X MARK WAKAI 2 X 77586 1356 0 false false false 0 913872 913872 19668 19668 6745 2938 3807 3807 3807 COST RECOVERY FEES 561000 13021 13021 13021 950368 16828 19668 656188 656188 78942 29998 16578 32366 167372 63601 35148 68623 2364 899 496 969 15753 5986 3308 6459 21678 8238 4552 8888 20 8 4 8 19766 7511 4151 8104 7358 2796 1545 3017 7387 2807 1551 3029 26925 10232 5654 11039 12972 4927 2726 5319 27990 8815 6495 12680 18803 7145 3949 7709 8337 3168 1751 3418 10646 4046 2235 4365 10692 4063 2245 4384 7561 2873 1588 3100 ALLOWANCE FOR UNCOLLECTIBLE 31318 31318 0 0 EQUIPMENT RENTAL/MAINT 1823 693 383 747 1133895 855312 94359 184224 79041 118750 38714 9074 622503 430757 28358 19271 4308 2344 445437 31638 10683 413799 652565 715603 1436172 1709598 298 7702 92863 108599 1144 1144 372368 94305 489813 X 217091 281767 622553 430757 502223 507261 1341867 1219785 1436172 1709598 X -183527 61445 X true X true X true false X 1013910 1048262 1186044 1073351 913872 5235439 1013910 1048262 1186044 1073351 913872 5235439 5235439 25570 19230 15779 18566 19668 98813 5334252 0.98150 0.98000 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 664860 80733 21750 7358 716485 656396 11180 4202 6918 664860 591255 71258 6117 656396 494732 101206 4683 591255 646288 1007 -147365 5198 494732 0.70000 0.30000 false false 72000 72000 338677 4932 333745 34760 26706 8054 413799 X 882294 882294 68074 68074 950368 1004376 1004376 129519 129519 1133895 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. true 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 20 0 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. 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