UNITED WAY OF YELLOWSTONE COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF YELLOWSTONE COUNTY INC (EIN 81-0287507)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-13
- IRS object ID
- 201213189349302351
- Schema version
- 2011v1.2
- 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 | 2012-11-13T11:31:15-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810212932 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALUSHA HIGGINS & GALUSHA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 N BROADWAY 503 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810287507 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF YELLOWSTONE COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 4062523839 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 2ND AVE NORTH | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591030669 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL BURTON | Name |
| Title | CFO | Title |
| Phone | 4062523839 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY E DARE | Name |
| PTIN | P00537995 | PTIN |
| Phone | 4062481681 | Phone |
| Date Prepared | 2012-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAROL BURTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 2ND AVE NORTH | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591030669 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2850625 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYYELLOWSTONE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 47 | TotalNbrEmployees |
| Total Nbr Volunteers | 1446 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1727462 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1780103 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 480885 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 516361 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 106933 | InvestmentIncomePriorYear |
| Investment Income Current Year | 74793 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 116204 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20727 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2431484 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2391984 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 500000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 496250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 908033 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1100645 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 276258 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 920679 | OtherExpensePriorYear |
| Other Expenses Current Year | 780454 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2328712 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2377349 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 102772 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14635 | RevenuesLessExpensesCY |
| Total Assets BOY | 3327202 | TotalAssetsBOY |
| Total Assets EOY | 4203403 | TotalAssetsEOY |
| Total Liabilities BOY | 505022 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1426817 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2822180 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2776586 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 496250 | Expense |
| Revenue | 0 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 342564 | Expense |
| Description | DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1108033 | Expense |
| Revenue | 537088 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1946847 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 47 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | 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 | UNITED WAY OF YELLOWSTONE COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4062523839 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 2ND AVE NORTH | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 59103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MIKE DEVOUS | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| PATRICE ELLIOTT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KELLEE FISK | ||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| SAM HUGHES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JERRY SIMONSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WANDA ANDERSON | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JANICE MUNSELL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RONI BAKER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK RUMANS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARBARA SCHNEEMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILL RALPH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELLEN FULTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROGER HUEBNER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CURT KOCHNER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH COLLINS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MIKE PALMER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CAROL BURTON | ||||||
| PRESIDENT/CEO | 40.00 | X | 78462 | 0 | 16662 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 78462 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16662 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 264918 | GovernmentGrants |
| All Other Contributions | 1515185 | AllOtherContributions |
| Total Contributions | 1780103 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CARE ACADEMY APPLICATI | 900099 | 443214 | 443214 |
| ADMINISTRATIVE FEE | 900099 | 73147 | 73147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 516361 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42443 | TotalRevenueColumn |
| Exclusion | $42,443 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 490991 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 458641 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32350 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32350 | TotalRevenueColumn |
| Exclusion | $32,350 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 20727 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20727 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 20727 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2391984 | TotalRevenueColumn |
| Related Or Exempt Function Income | 537088 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $74,793 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496250 | Total |
| Program Services | 496250 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78462 | Total |
| Program Services | 51568 | ProgramServices |
| Management And General | 8986 | ManagementAndGeneral |
| Fundraising | 17908 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832463 | Total |
| Program Services | 677709 | ProgramServices |
| Management And General | 51709 | ManagementAndGeneral |
| Fundraising | 103045 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45204 | Total |
| Program Services | 26257 | ProgramServices |
| Management And General | 7330 | ManagementAndGeneral |
| Fundraising | 11617 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90820 | Total |
| Program Services | 52752 | ProgramServices |
| Management And General | 14726 | ManagementAndGeneral |
| Fundraising | 23342 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53696 | Total |
| Program Services | 35291 | ProgramServices |
| Management And General | 6150 | ManagementAndGeneral |
| Fundraising | 12255 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16225 | Total |
| Program Services | 7180 | ProgramServices |
| Management And General | 6027 | ManagementAndGeneral |
| Fundraising | 3018 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14782 | Total |
| Fundraising | 14782 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2761 | Total |
| Program Services | 34 | ProgramServices |
| Management And General | 2553 | ManagementAndGeneral |
| Fundraising | 174 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34537 | Total |
| Program Services | 16376 | ProgramServices |
| Management And General | 11526 | ManagementAndGeneral |
| Fundraising | 6635 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1625 | Total |
| Program Services | 905 | ProgramServices |
| Management And General | 523 | ManagementAndGeneral |
| Fundraising | 197 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14374 | Total |
| Program Services | 10934 | ProgramServices |
| Management And General | 2274 | ManagementAndGeneral |
| Fundraising | 1166 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2299 | Total |
| Program Services | 713 | ProgramServices |
| Management And General | 1308 | ManagementAndGeneral |
| Fundraising | 278 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DONOR DESIGNATED | 342564 | 342564 | ||
| DRUG FREE GRANT EXPENSE | 95140 | 95140 | 0 | 0 |
| SUPPLIES | 45430 | 37260 | 2500 | 5670 |
| UNCOLLECTIBLE PLEDGES | 36092 | 0 | 3446 | 32646 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174625 | Total |
| Program Services | 95914 | ProgramServices |
| Management And General | 35186 | ManagementAndGeneral |
| Fundraising | 43525 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2377349 | Total |
| Program Services | 1946847 | ProgramServices |
| Management And General | 154244 | ManagementAndGeneral |
| Fundraising | 276258 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113146 | BOY |
| EOY | 103037 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1349899 | BOY |
| EOY | 735185 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 535281 | BOY |
| EOY | 574776 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3840 | BOY |
| EOY | 6633 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1629740 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 119327 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43934 | BOY |
| EOY | 1510413 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1237438 | BOY |
| EOY | 1258731 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43664 | BOY |
| EOY | 14628 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3327202 | BOY |
| EOY | 4203403 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96690 | BOY |
| EOY | 95423 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21634 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56619 | BOY |
| EOY | 84570 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 975000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330079 | BOY |
| EOY | 271824 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505022 | BOY |
| EOY | 1426817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2520722 | BOY |
| EOY | 2457517 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301458 | BOY |
| EOY | 319069 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2822180 | BOY |
| EOY | 2776586 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3327202 | BOY |
| EOY | 4203403 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14635 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -60229 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 1926754 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1816619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1796188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1727462 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1780103 | CurrentTaxYear |
| Total | 9047126 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1926754 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1816619 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1796188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1727462 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1780103 | CurrentTaxYear |
| Total | 9047126 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 9047126 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69271 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45955 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42436 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113599 | CurrentTaxYear |
| Total | 378194 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13040 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 318212 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116204 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14127 | CurrentTaxYear |
| Total | 472868 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9898188 | TotalSupport |
| Gross Receipts From Admissions Etc | 1535920 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91830 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 1523182 | BeginningOfYearBalance |
| Contributions | 26844 | Contributions |
| Investment Earnings Or Losses | 10028 | InvestmentEarningsOrLosses |
| Other Expenditures | 250000 | OtherExpenditures |
| Administrative Expenses | 14782 | AdministrativeExpenses |
| End Of Year Balance | 1295271 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1267365 | BeginningOfYearBalance |
| Contributions | 17054 | Contributions |
| Investment Earnings Or Losses | 249964 | InvestmentEarningsOrLosses |
| Administrative Expenses | 11201 | AdministrativeExpenses |
| End Of Year Balance | 1523182 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1112336 | BeginningOfYearBalance |
| Contributions | 20629 | Contributions |
| Investment Earnings Or Losses | 144482 | InvestmentEarningsOrLosses |
| Administrative Expenses | 10082 | AdministrativeExpenses |
| End Of Year Balance | 1267365 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1340613 | BeginningOfYearBalance |
| Contributions | 15965 | Contributions |
| Investment Earnings Or Losses | -235010 | InvestmentEarningsOrLosses |
| Administrative Expenses | 9232 | AdministrativeExpenses |
| End Of Year Balance | 1112336 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 443873 | OtherCostOrOtherBasis |
| Book Value | 443873 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1035703 | OtherCostOrOtherBasis |
| Depreciation | 1091 | Depreciation |
| Book Value | 1034612 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 150164 | OtherCostOrOtherBasis |
| Depreciation | 118236 | Depreciation |
| Book Value | 31928 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1510413 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS | Description |
| Book Value | 1258731 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1258731 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS | $261,024 |
| CAPITAL LEASE OBLIGATIONS | $10,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 271824 | TotalOfAmounts |
| Total Revenue | 2391984 | TotalRevenue |
| Total Expenses | 2377349 | TotalExpenses |
| Excess Or Deficit For Year | 14635 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -60229 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -60229 | TotalAdjustments |
| Excess Or Deficit Per FS | -45594 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1989191 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -60229 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -60229 | RevenueNotRptdF990 |
| Revenue Subtotal | 2049420 | RevenueSubtotal |
| Other Revenues Not Included | 342564 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 342564 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2391984 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2034785 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2034785 | ExpensesSubtotal |
| Other Expenses Not Included | 342564 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 342564 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2377349 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 342,564. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 342,564. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF YELLOWSTONE COUNTY | ||||||
| 504 B NORTH 20TH STREET | BILLINGS | MT | 59101 | 237451775 | 35000 | COMMUNITY BASED MENTORING PROGRAM |
| BIG SKY SENIOR SERVICES INC | ||||||
| 30 NORTH 35TH STREET | BILLINGS | MT | 59101 | 810364919 | 67400 | FRIENDS VOLUNTEER PROGRAM |
| BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY | ||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | 810308003 | 50000 | PROJECT LEARN - YOUTH DEVELOPMENT |
| EAGLE MOUNT OF BILLINGS | ||||||
| 2822 3RD AVE N STE 203 | BILLINGS | MT | 59101 | 841370933 | 7900 | RECREATION & COMMUNITY INTEGRATION |
| FAMILY SERVICE INC | ||||||
| 1824 1ST AVE N PO BOX 1020 | BILLINGS | MT | 59103 | 810232120 | 35000 | HELPING NEIGHBORS IN NEED/FINANCIAL STABILITY & INDEPENDENCE |
| FRIENDSHIP HOUSE | ||||||
| 3123 8TH AVE S | BILLINGS | MT | 59101 | 810300497 | 50000 | FRIENDSHIP YOUTH DEVELOPMENT PROGRAM |
| HEAD START INC | ||||||
| 615 N 19TH ST | BILLINGS | MT | 59101 | 810398508 | 25000 | MENTAL HEALTH SERVICES FOR PRE-SCHOOL CHILDREN |
| TUMBLEWEED RUNAWAY PROGRAM INC | ||||||
| 505 NORTH 29TH STREET | BILLINGS | MT | 59101 | 363343886 | 10000 | INDEPENDENT/TRANSITIONAL LIVING |
| YELLOWSTONE AIDS PROJECT | ||||||
| 2906 1ST AVENUE N PO BOX 1748 | BILLINGS | MT | 59103 | 810464564 | 26000 | AIDS PREVENTION IN YOUTH POPULATION |
| YELLOWSTONE CASA INC | ||||||
| PO BOX 688 | BILLINGS | MT | 59103 | 481301287 | 9000 | ADVOCATES FOR ABUSED/NEGLECTED CHILDREN IN 13TH JUDICIAL DISTRICT |
| YOUNG FAMILIES EARLY HEAD START | ||||||
| 1020 COOK PO BOX 51269 | BILLINGS | MT | 59104 | 810422429 | 27200 | YOUTH DEVELOPMENT FOR LOW-INCOME PREGNANT WOMEN & FAMILIES. |
| YWCA OF BILLINGS | ||||||
| 909 WYOMING AVE | BILLINGS | MT | 59101 | 810235415 | 65000 | QUALITY, AFFORDABLE FULL-DAY CHILD CARE ON A SLIDING SCALE. |
| FAMILY SUPPORT NETWORK | ||||||
| PO BOX 21366 | BILLINGS | MT | 59104 | 363925429 | 30000 | PROVIDE SOCIAL SERVICES TO FAMILIESPROVIDE QUALITY SERVICES TO FAMILIESPROVIDE QUALITY SERVICES TO FAMILIES |
| HRDC GROWTH THU ART | ||||||
| PO BOX 2016 | BILLINGS | MT | 59103 | 810300207 | 3750 | COMMUNITY RESOURCES |
| RIVERSTONE HEALTH - MAP | ||||||
| 123 S 27TH ST | BILLINGS | MT | 59101 | 25000 | FUNDRAISING PROGRAM FOR YELLOWSTONE CITY-COUNTY HEALTH | |
| ADULT RESOURCE ALLIANCE | ||||||
| 1505 AVE D | BILLINGS | MT | 59104 | 30000 | KEEPING ADULTS 60+ INDEPENDENT AND INVOLVED | |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | TWO SIGNIFICANT CHANGES WERE MADE TO THE ORGANIZATIONAL DOCUMENTS. A NEW POLICY REGARDING RECORD RETENTION AND DESTRUCTION WAS PLACED IN SERVICE, AND THE INVESTMENT POLICY OF UNRESTRICTED RESERVES AND FUNDED RESERVE FOR OPERATION HAS BEEN REVISED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE UWYC BOARD OF DIRECTORS APPROVES THE AUDIT. THE 990 IS PREPARED FROM THE AUDIT. | |
| 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 GOVENING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND THROUGH THE WEBSITE: WWW.UNITEDWAYYELLOWSTONE.ORG. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -60,229. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | NO CHANGES FROM THE PRIOR YEAR. | ORGANIZATIONAL CHANGES |
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