Totals
- Total revenue
- $1,561,520
- Total expenses
- $1,417,880
- Contributions and grants received
- $1,466,334
- Grants paid
- $16,565
- Program service revenue
- $0
- Investment income
- $84,673
- Other revenue
- $10,513
- Total assets, end of year
- $2,480,173
- Total liabilities, end of year
- $632,814
- Net assets or fund balances, end of year
- $1,847,359
- Program services expenses (Part IX)
- $1,110,610
- Management and general expenses
- $167,042
- Fundraising expenses
- $140,228
- Program service expenses (Part III)
- $1,110,610
Program services were 78.3% 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.
-
1e · Government grants (contributions)
$212,745
-
1f · All other contributions, gifts and grants
$1,253,589
-
1g · Noncash contributions included above
$5,354
-
3 · Investment income
total $37,830 · excluded $37,830
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $169,880
-
7b · Less cost or other basis and sales expenses
securities $123,037
-
7c · Gain or loss
securities $46,843
-
7d · Net gain or loss
total $46,843 · excluded $46,843
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $10,513 · related or exempt $10,513
-
11e · Other revenue, total
$10,513
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $16,565 · program services $16,565
-
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 $171,597 · program services $104,069 · management and general $33,764 · fundraising $33,764
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $542,915 · program services $410,288 · management and general $72,284 · fundraising $60,343
-
8 · Pension plan contributions
total $7,472 · program services $5,230 · management and general $1,121 · fundraising $1,121
-
9 · Other employee benefits
total $55,094 · program services $45,839 · management and general $2,109 · fundraising $7,146
-
10 · Payroll taxes
total $58,621 · program services $39,991 · management and general $11,278 · fundraising $7,352
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $52,894 · program services $43,350 · management and general $4,772 · fundraising $4,772
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $12,147 · program services $8,503 · management and general $1,822 · fundraising $1,822
-
12 · Advertising and promotion
total $27,399 · program services $15,326 · management and general $2,158 · fundraising $9,915
-
13 · Office expenses
total $27,184 · program services $16,042 · management and general $3,111 · fundraising $8,031
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $34,108 · program services $9,282 · management and general $24,482 · fundraising $344
-
17 · Travel
total $11,007 · program services $6,300 · management and general $4,615 · fundraising $92
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $950 · program services $664 · management and general $143 · fundraising $143
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $10,051 · program services $7,035 · management and general $1,508 · fundraising $1,508
-
23 · Insurance
total $8,296 · program services $5,808 · management and general $1,244 · fundraising $1,244
-
24a · Other expenses: SPECIAL PROJECTS
total $358,835 · program services $358,835
-
24b · Other expenses: UNITED WAY WORLDWIDE
total $13,472 · program services $9,430 · management and general $2,021 · fundraising $2,021
-
24c · Other expenses: IN-KIND
total $5,204 · program services $5,204
-
24d · Other expenses: EQUIPMENT RENTAL
total $4,069 · program services $2,849 · management and general $610 · fundraising $610
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $371,127 · end of year $122,419
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $73,732 · end of year $66,242
-
4 · Accounts receivable
beginning of year $82,396 · end of year $258,566
-
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 $661 · end of year $37
-
10a · Land, buildings and equipment: cost or other basis
$496,321
-
10b · Land, buildings and equipment: accumulated depreciation
$156,938
-
10c · Land, buildings and equipment, net
beginning of year $349,434 · end of year $339,383
-
11 · Investments: publicly traded securities
beginning of year $1,113,555 · end of year $1,159,307
-
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 $66,514 · end of year $534,219
-
17 · Accounts payable and accrued expenses
beginning of year $48,263 · end of year $267,862
-
19 · Deferred revenue
beginning of year $293,543 · end of year $39,222
-
21 · Escrow or custodial account liability
beginning of year $66,504 · end of year $109,637
-
25 · Other liabilities
end of year $216,093
-
27 · Net assets without donor restrictions
beginning of year $958,432 · end of year $1,087,871
-
28 · Net assets with donor restrictions
beginning of year $690,677 · end of year $759,488
Mission and programs · 2023
Mission
UNITED WAY OF MISSOULA COUNTY BUILDS A BETTER COMMUNITY FOR ALL, ESPECIALLY IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. WE COLLABORATE WITH DIVERSE COMMUNITY PARTNERS TO IDENTIFY IMPORTANT SOCIAL ISSUES AND BRING TOGETHER RESOURCES TO ADDRESS THEM. WE GIVE DONORS A TRUSTED WAY TO SUPPORT CRITICAL SERVICES FOR PEOPLE IN NEED, AND WE MAKE SURE THAT DONATIONS ARE INVESTED WISELY.
-
form 990, part iii, line 4a - program service accomplishmentsthrough broad-based, results-oriented collaborations with other nonprofits, donors, businesses, the university of montana, local and county government, the school district, the faith community and other diverse partners, united way drives progress in implementing solutions to identified priorities in its three areas of focus.united way also serves as a conduit for donors who desire a trusted, one-stop way to invest in high-quality programs that produce measurable results, ensuring that charitable dollars are spent wisely and well in the community. current initiatives in which united way plays a leadership role in terms of visioning, convening, funding, staffing, and in-kind assistance include the following:education: missoula zero to five (working to ensure that all children arrive at kindergarten ready to learn and thrive)dolly parton's imagination library (free book-gifting program that promotes kindergarten readiness); back to school backpacks (annual school-supply drive).financial stability: reaching home: missoula's 10-year plan to end homelessness. united way remains the plan's principal private-sector fundraiser and advocate, securing funding for the temporary safe outdoor space and the centralized housing solutions fund. Missoula Child Care Advantage an innovative approach to expanding child care slots in the short-term and stabilizing existing child care providers across the community for the long-term.health: 5-2-1-0 let's move! missoula (encouragingincreased physical activity and healthy eating in school aged children through midday move); project tomorrow montana (suicideprevention); missoula substance use disorder connect (promoting prevention, treatment and support for those in recovery).disaster relief: wildfire ready missoula (reduce catastrophic property loss in the wildland urban interface). united way is also missoula county's designated financial partner, serving as a repository for private donations to alleviate natural disasters, such as fire and floods. united way receives, acknowledges and, with a panel of volunteer advisors, disburses donated funds to help families and organizations affected bynatural disasters. united way also provides grant funding to carefully screened and qualified nonprofit organizations in missoula and ravalli counties whose work aligns with and advances the goals of the above education, financial stability and health initiatives. each initiative has its own advisory board of local volunteers with expertise in the respective initiative areas. funding decisions are made collaboratively by united way staff, members of the community impact committee, andthe board of directors. funded programs comply with certain mutually agreed-upon conditions, spelled out in written memoranda of understanding, and results are evaluated by united way, in order to ensure that donor dollars are invested wisely and well.
Expenses $1,110,610 · Grants $16,565
As filed on the 2023 return.
Listed in Part VII
-
Susan Hay PatrickSUSAN HAY PATRICK
CEO
- Total calculated
- $97,573
- From this org
- $95,606
- From related orgs
- $0
- Other
- $1,967
- Hours/week
- 40
-
Gabrielle Sather-OlsonGABRIELLE SATHER-OLSON
DIR OF OPERATIO
- Total calculated
- $74,025
- From this org
- $64,895
- From related orgs
- $0
- Other
- $9,130
- Hours/week
- 40
-
Deborah ColbyDEBORAH COLBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carey ConoverCAREY CONOVER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert HamiltonROBERT HAMILTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Yvette HeintzYVETTE HEINTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janelle MorehouseJANELLE MOREHOUSE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike NugentMIKE NUGENT
Past President
- Total calculated
- $0
- Hours/week
- 1
-
Murray PierceMURRAY PIERCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Randy RileyRANDY RILEY
President
- Total calculated
- $0
- Hours/week
- 1
-
Todd RahrTODD RAHR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Martin RogersMARTIN ROGERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Katie StevensKATIE STEVENS
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Jim StraussJIM STRAUSS
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Phil Van TasselPHIL VAN TASSEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jordan PalessiJORDAN PALESSI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matt MuhsamMATT MUHSAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Damian Chase-BegayDAMIAN CHASE-BEGAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Zane WeberZANE WEBER
BOARD MEMBER
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402609349300145
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