Skip to content
Nonprofiteer
← NORTHWEST MONTANA UNITED WAY

Form 990 for tax year 2024

Filed by NORTHWEST MONTANA UNITED WAY.

Totals

Total revenue
$184,083
Total expenses
$426,538
Contributions and grants received
$182,465
Grants paid
$230,738
Program service revenue
$0
Investment income
$1,618
Other revenue
$0
Total assets, end of year
$300,745
Total liabilities, end of year
$8,082
Net assets or fund balances, end of year
$292,663
Program services expenses (Part IX)
$389,766
Management and general expenses
$14,434
Fundraising expenses
$22,338
Program service expenses (Part III)
$389,766

Program services were 91.4% 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.

  • 1f · All other contributions, gifts and grants

    $182,465

  • 1g · Noncash contributions included above

    $2,000

  • 3 · Investment income

    total $1,618 · excluded $1,618

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $230,738 · program services $230,738

  • 5 · Compensation of officers, directors and key employees

    total $41,600 · program services $37,024 · management and general $3,744 · fundraising $832

  • 7 · Other salaries and wages

    total $28,811 · program services $25,642 · management and general $2,593 · fundraising $576

  • 10 · Payroll taxes

    total $4,775 · program services $4,250 · management and general $429 · fundraising $96

  • 11g · Fees: other

    total $1,927 · management and general $1,927

  • 13 · Office expenses

    total $13,964 · program services $12,149 · management and general $279 · fundraising $1,536

  • 16 · Occupancy

    total $17,110 · program services $14,886 · management and general $342 · fundraising $1,882

  • 22 · Depreciation, depletion and amortization

    total $3,903 · program services $3,396 · management and general $78 · fundraising $429

  • 23 · Insurance

    total $3,259 · program services $370 · management and general $2,889

  • 24a · Other expenses: OTHER PROGRAM EXPENSES

    total $50,400 · program services $50,400

  • 24b · Other expenses: FUNDRAISING EXPENSES

    total $15,745 · fundraising $15,745

  • 24c · Other expenses: TELEPHONE FAX INTERNET

    total $4,948 · program services $4,404 · management and general $445 · fundraising $99

  • 24d · Other expenses: COMMUNITY BUILDING EXPE

    total $4,678 · program services $4,650 · management and general $28

  • 24e · All other expenses

    total $4,680 · program services $1,857 · management and general $1,680 · fundraising $1,143

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $207,283 · end of year $188,800

  • 2 · Savings and temporary cash investments

    beginning of year $309,883 · end of year $89,773

  • 3 · Pledges and grants receivable

    beginning of year $19,795 · end of year $13,282

  • 4 · Accounts receivable

    beginning of year $3,311 · end of year $1,774

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

    $89,755

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

    $82,639

  • 10c · Land, buildings and equipment, net

    beginning of year $11,019 · end of year $7,116

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,446 · end of year $1,355

  • 24 · Unsecured notes and loans payable

    beginning of year $6,727 · end of year $6,727

  • 27 · Net assets without donor restrictions

    beginning of year $81,247 · end of year $104,096

  • 28 · Net assets with donor restrictions

    beginning of year $453,871 · end of year $188,567

Mission and programs · 2024

Mission

NORTHWEST MONTANA UNITED WAY MOBILIZES THE CARING POWER OF OUR COMMUNITIES TO ADVANCE THE EDUCATION, HEALTH AND FINANCIAL STABILITY OF THOSE WE SERVE.

Activities or mission (Part I)

FUNDRAISING FOR TAX EXEMPT AGENCIES

  • CHANGING LIVES, GIVING HOPE AND LIVING UNITED. IN THE CURRENT YEAR, 36 VOLUNTEERS DONATED 1,110.5 HOURS OF SERVICE. SOME OF THE PRIMARY PROJECTS THIS UNITED WAY IS INVOLVED WITH INCLUDE:AARP FREE TAX PROGRAMCAREER CLOSETVOLUNTEER COORDINATIONCOMMUNITY CONFERENCE ROOMSINFORMATION AND REFERRAL LINE - 211HOMELESS RELOCATION, SUPPLIES AND, SUPPORTUNITED WAY VOLUNTEER CENTERBIG SKY MANOR PROJECTCENTRE COURT MANOR PROJECTGLACIER STATE APARTMENTS PROJECTSENTINNEL VILLAGE APARTMENT PROJECTDISASTER CARE SERVICESGATEWAY COMMUNITY CENTERGIFTS IN KIND PROGRAMLEADERS OF TOMORROWAS WELL AS MANY MORE SMALL PROJECTS.

    Expenses $389,766 · Grants $230,738

  • THE GATEWAY COMMUNITY CENTER PROJECT INVOLVED 36 VOLUNTEERS DONATING 1,110.5 HOURS OF SERVICE. THE GATEWAY COMMUNITY CENTER SUPPORTS 23 RESIDENT AGENCIES AND OVER 100 COMMUNITY BASED NONPROFIT ORGANIZATIONS AND OTHER ORGANIZATIONS

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tamara Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jodie Cross

    EXECUTIVE DIRECTOR

    Total calculated
    $41,600
    From this org
    $41,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • John Goroski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Stobie

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Jon Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bryce Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Tyler Hodges

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Johnson

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Alison Schmaltz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Roxanna Parker

    PRESIDENT

    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.

Grants on this return

  • DONOR DESIGNATION

    $230,738

    UNITED WAY ALLOCATION OF ANNUAL GIVING CAMPAIGN FROM DONOR DESIGNATION

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202533099349303958

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.