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Nonprofiteer
← GREATER GALLATIN UNITED WAY INC

Form 990 for tax year 2024

Filed by GREATER GALLATIN UNITED WAY INC.

Totals

Total revenue
$3,251,468
Total expenses
$2,622,281
Contributions and grants received
$1,847,351
Grants paid
$356,999
Program service revenue
$1,338,019
Investment income
$48,370
Other revenue
$17,728
Total assets, end of year
$2,049,604
Total liabilities, end of year
$385,682
Net assets or fund balances, end of year
$1,663,922
Program services expenses (Part IX)
$2,264,920
Management and general expenses
$182,579
Fundraising expenses
$174,782
Program service expenses (Part III)
$2,264,920

Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $69,950

  • 1e · Government grants (contributions)

    $697,316

  • 1f · All other contributions, gifts and grants

    $1,080,085

  • 1g · Noncash contributions included above

    $12,015

  • 2a · Program service revenue: KIDSLINK PARENT FEES

    total $1,338,019 · related or exempt $1,338,019

  • 3 · Investment income

    total $48,370 · excluded $48,370

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $71,359

  • 8a · Fundraising events: contributions included on line 1c

    $69,950

  • 8b · Fundraising events: direct expenses

    $69,549

  • 8c · Net income from fundraising events

    total $1,810 · excluded $1,810

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER INCOME

    total $15,918 · excluded $15,918

  • 11e · Other revenue, total

    $15,918

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $215,463 · program services $215,463

  • 2 · Grants to domestic individuals

    total $141,536 · program services $141,536

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $156,986 · program services $137,435 · management and general $10,172 · fundraising $9,379

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,103,669 · program services $966,218 · management and general $71,510 · fundraising $65,941

  • 8 · Pension plan contributions

    total $9,838 · program services $8,613 · management and general $637 · fundraising $588

  • 9 · Other employee benefits

    total $83,689 · program services $73,267 · management and general $5,422 · fundraising $5,000

  • 10 · Payroll taxes

    total $120,019 · program services $105,072 · management and general $7,776 · fundraising $7,171

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $48,587 · program services $32,562 · management and general $6,104 · fundraising $9,921

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $279,604 · program services $244,177 · management and general $9,485 · fundraising $25,942

  • 12 · Advertising and promotion

    total $38,665 · program services $11,595 · management and general $3,313 · fundraising $23,757

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $21,746 · program services $9,881 · management and general $10,230 · fundraising $1,635

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $91,229 · program services $48,871 · management and general $26,397 · fundraising $15,961

  • 17 · Travel

    total $45,367 · program services $31,472 · management and general $11,163 · fundraising $2,732

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $203 · management and general $203

  • 21 · Payments to affiliates

    total $15,712 · program services $15,712

  • 22 · Depreciation, depletion and amortization

    total $2,423 · management and general $2,423

  • 23 · Insurance

    total $6,953 · management and general $5,998 · fundraising $955

  • 24a · Other expenses: SUPPLIES

    total $192,826 · program services $185,261 · management and general $3,586 · fundraising $3,979

  • 24b · Other expenses: FISCAL SPONSORSHIP

    total $18,522 · program services $18,522

  • 24c · Other expenses: PROFESSIONAL DEVELOPMENT

    total $14,533 · program services $12,067 · management and general $2,067 · fundraising $399

  • 24d · Other expenses: MEETINGS

    total $13,215 · program services $6,626 · management and general $5,238 · fundraising $1,351

  • 24e · All other expenses

    total $1,496 · program services $570 · management and general $855 · fundraising $71

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $317,258 · end of year $668,180

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $156,609 · end of year $260,866

  • 4 · Accounts receivable

    beginning of year $157,419 · end of year $65,974

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,326 · end of year $3,946

  • 10a · Land, buildings and equipment: cost or other basis

    $8,686

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,051

  • 10c · Land, buildings and equipment, net

    beginning of year $6,059 · end of year $3,635

  • 11 · Investments: publicly traded securities

    beginning of year $714,081 · end of year $1,047,003

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $39,152 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $127,229 · end of year $143,082

  • 18 · Grants payable

    beginning of year $103 · end of year $1,355

  • 19 · Deferred revenue

    beginning of year $230,828 · end of year $222,379

  • 25 · Other liabilities

    beginning of year $60,571 · end of year $18,866

  • 27 · Net assets without donor restrictions

    beginning of year $140,064 · end of year $383,275

  • 28 · Net assets with donor restrictions

    beginning of year $838,109 · end of year $1,280,647

Mission and programs · 2024

Mission

The mission is to improve lives by mobilizing the caring power of our communities. We accomplish this mission through forging innovative partnerships, finding new solutions to old problems, cultivating the best resources, and by inspiring individuals to join the fight against our communities' most daunting challenges. Greater Gallatin United Way envisions local communities where all individuals and families achieve their full potential through education, income stability, and healthy living.

Activities or mission (Part I)

Greater Gallatin United Way envisions local communities where all individuals and families achieve their full potential through education, income stability, and healthy living.

  • Our work addresses the quality of life for the whole community, from babies to seniors.1. Community Investment/Impact: Funds raised in GGUW's annual fundraising campaign are invested into local partner programs aimed at combating poverty and supporting education and health initiatives.2. kidsLINK Out of School Time Care: A GGUW initiative that was established in 1997, the program is a fun, safe environment for K-8th graders that provides rich opportunities for learning, personal growth, and building relationships. GGUW provides before school, after school, summer care and break camps for children so parents can work. kidsLINK is the result of partnerships with school districts, MSU, libraries, non-profits and other local organizations and businesses.3. Dolly Parton Imagination Library(DPIL): GGUW launched DPIL in partnership with Dolly Partons foundation to provide free books to children to promote childhood early literacy skills-development and a love reading and learning. Children 0-4 years old may enroll and receive 1 book delivered to their mailbox each month; for children starting at birth they build a personal library of 60 books by the time they enter Kindergarten. GGUW promotes recruitment of the program for all children in Gallatin and Park Counties and raises funds for the costs of shipping the books to each child enrolled. 4. Child Connect: In 2025 Greater Gallatin United Way responded to the child care crisis by developing Child Connect. Child Connect includes advocacy for access to affordable high quality child care in our community. Futhermore, this includes a platform powered by Kinside that connects families with available child care spots. This initiative creates transparency for child care access while creating solutions to easily find and access providers.5. Volunteer Connections/Volunteermt.org: This GGUW initiative is to build volunteer engagement by providing a central resource for non-profit organizations to share quality volunteer opportunities with community members. The goals are to build the capacity for local volunteering, raise awareness of the value volunteers bring to our communities, and to mobilize volunteers to effectively and efficiently meet local needs.6. Earth Day Festival: GGUW serves as the fiscal sponsor for the Gallatin Valley Earth Day Festival Committee which aims to build on the 50-year legacy of Earth Day by promoting clean air, clean water, ans a healthier world and to inspire communities to be a part of the solution to the challenges and opportunities we face from a changing climate.7. Disaster Fund: In June 2022, Park County experienced extreme and unprecedented flooding causing catastrophic damage to the community, residential and businesses. On June 16, 2022 GGUW and Park County Community Foundation established the Southwest Montana Flood Relief Fund to support families, individuals, and businesses experiencing structural and financial devastation. From the inception of the fund through December 2023 over $3.1 million in donations have been received and $2.99 million has been paid out for direct assisstance to the flood victims or to agencies assiting those affected by the flood.GGUW operates with transparency and accountability throughout all its programming and operations and invests donations wisely and efficiently. To learn more, visit www.greatergallatinunitedway.org.

    Expenses $2,264,920 · Grants $356,999 · Revenue $1,338,019

As filed on the 2024 return.

Listed in Part VII

  • Kimberly Hall

    CEO

    Total calculated
    $155,802
    From this org
    $144,615
    From related orgs
    $0
    Other
    $11,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,615
    Bonus
    $5,000
    Other
    not reported
    Deferred
    $3,040
    Nontaxable benefits
    $8,147
    Filer's total
    $155,802

  • Dr Kathryn Bertany

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tyler Wheeler

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • George Haddenhorst

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Linda Gale

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Joe Cleveland

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Amy Kanuch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Babcock

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sam Worthington

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
26 January 2026
IRS schema version
2024v5.2
Source object
202630269349301673

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