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Nonprofiteer
← GREATER GALLATIN UNITED WAY INC

Form 990 for tax year 2022

Filed by GREATER GALLATIN UNITED WAY INC.

Totals

Total revenue
$4,276,331
Total expenses
$5,028,805
Contributions and grants received
$3,661,981
Grants paid
$3,103,176
Program service revenue
$588,377
Investment income
$19,453
Other revenue
$6,520
Total assets, end of year
$1,126,045
Total liabilities, end of year
$242,246
Net assets or fund balances, end of year
$883,799
Program services expenses (Part IX)
$4,604,754
Management and general expenses
$134,019
Fundraising expenses
$290,032
Program service expenses (Part III)
$4,604,754

Program services were 91.6% 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

    $32,120

  • 1e · Government grants (contributions)

    $809,932

  • 1f · All other contributions, gifts and grants

    $2,819,929

  • 1g · Noncash contributions included above

    $9,540

  • 2a · Program service revenue: KIDSLINK PARENT FEES

    total $588,377 · related or exempt $588,377

  • 3 · Investment income

    total $19,453 · excluded $19,453

  • 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

    $66,166

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

    $32,120

  • 8b · Fundraising events: direct expenses

    $59,646

  • 8c · Net income from fundraising events

    total $6,520 · excluded $6,520

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,103,176 · program services $3,103,176

  • 2 · Grants to domestic individuals

    total $0

  • 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 $96,455 · program services $62,746 · management and general $11,706 · fundraising $22,003

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $699,686 · program services $455,163 · management and general $84,914 · fundraising $159,609

  • 8 · Pension plan contributions

    total $14,563 · program services $9,474 · management and general $1,767 · fundraising $3,322

  • 9 · Other employee benefits

    total $56,665 · program services $36,862 · management and general $6,877 · fundraising $12,926

  • 10 · Payroll taxes

    total $67,000 · program services $43,585 · management and general $8,131 · fundraising $15,284

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $13,425 · program services $8,467 · management and general $1,411 · fundraising $3,547

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $568,553 · program services $562,725 · management and general $2,269 · fundraising $3,559

  • 12 · Advertising and promotion

    total $47,195 · program services $29,975 · management and general $434 · fundraising $16,786

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $32,131 · program services $26,731 · management and general $1,599 · fundraising $3,801

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $89,574 · program services $59,119 · management and general $3,887 · fundraising $26,568

  • 17 · Travel

    total $9,046 · program services $8,275 · management and general $128 · fundraising $643

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $15,152 · program services $9,946 · management and general $1,041 · fundraising $4,165

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $7,709 · program services $5,396 · management and general $97 · fundraising $2,216

  • 24a · Other expenses: SUPPLIES

    total $144,801 · program services $126,543 · management and general $3,880 · fundraising $14,378

  • 24b · Other expenses: PROFESSIONAL DEVELOPMENT

    total $25,959 · program services $24,883 · management and general $1,076

  • 24c · Other expenses: FISCAL SPONSORSHIP

    total $22,972 · program services $22,972

  • 24d · Other expenses: CURRICULUM

    total $8,311 · program services $8,311

  • 24e · All other expenses

    total $6,432 · program services $405 · management and general $4,802 · fundraising $1,225

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $702,885 · end of year $131,928

  • 2 · Savings and temporary cash investments

    beginning of year $34,965 · end of year $1,289

  • 3 · Pledges and grants receivable

    beginning of year $399,847 · end of year $279,532

  • 4 · Accounts receivable

    end of year $0

  • 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 $4,020 · end of year $464

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

    $18,442

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

    $18,442

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $689,858 · end of year $636,408

  • 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

    end of year $76,424

  • 17 · Accounts payable and accrued expenses

    beginning of year $245,573 · end of year $153,043

  • 25 · Other liabilities

    beginning of year $14,075 · end of year $89,203

  • 27 · Net assets without donor restrictions

    beginning of year -$19,361 · end of year -$37,740

  • 28 · Net assets with donor restrictions

    beginning of year $1,591,288 · end of year $921,539

Mission and programs · 2022

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, "Community Investment/Impact", into local partner programs aimed at combating poverty and supporting education and health initiatives. Supporting seniors to reduce isolation and loneliness and supporting basic needs to lift up all those who are homeless, hungry or struggling financially are prioritized areas for GGUW funding. Centralized fundraising benefits our community by allowing donors to easily support multiple well-vetted organizations with one donation; providing local organizations an efficient method to access community dollars through an open and stringent grant process; and, mobilizing businesses, their workforce and community members to get involved. The community participates at all levels through giving, advocating, and volunteering. 2. kidsLINK Afterschool: 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. With autonomy provided so that each school or district may use their community or neighborhood assets, the overall initiative objectives are to support working families, enhance childrens emotional/social well-being, improve childrens physical well-being, supplement childrens academic success, and spark their interest in learning through varied enrichment activities offered through the program. kidsLINK Afterschool 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 County and raises funds for the costs of shipping the books to each child with a goal of reaching a minimum of 2,000 children annually by 2023. GGUW also promotes parent engagement and activities to help children and our community reach our early literacy goals: 85% of incoming Kindergartners score 530 or above on STARS Early Literacy Assessment by 2022 and 90% of third-graders are reading at grade level by the end of the 2025 school year. With children's learning opportunities more limited due to the pandemic, the DPIL book distribution program has become even more important. 4. 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.5. 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, and a healthier world and to inspire communities to be part of the solution to the challenges and opportunities we face from a changing climate.6. Disaster Fund: On 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. 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 $4,604,754 · Grants $3,103,176 · Revenue $588,377

As filed on the 2022 return.

Listed in Part VII

  • Kimberly Hall

    CEO

    Total calculated
    $34,793
    From this org
    $33,703
    From related orgs
    $0
    Other
    $1,090
    Hours/week
    44

  • George Haddenhorst

    INTERIM CEO/DIR

    Total calculated
    $20,472
    From this org
    $20,049
    From related orgs
    $0
    Other
    $423
    Hours/week
    20

  • Jacki McGuire

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Tyler Wheeler

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Linda Gale

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Joe Cleveland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amy Kanuch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Babcock

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Cindy Sease

    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.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2022
Filed
20 February 2024
IRS schema version
2022v5.0
Source object
202400519349301765

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

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