Skip to content
Nonprofiteer
← UNITED WAY OF YELLOWSTONE COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF YELLOWSTONE COUNTY INC.

Totals

Total revenue
$5,292,274
Total expenses
$2,591,869
Contributions and grants received
$4,061,993
Grants paid
$250,000
Program service revenue
$821,355
Investment income
$394,343
Other revenue
$14,583
Total assets, end of year
$6,828,152
Total liabilities, end of year
$741,073
Net assets or fund balances, end of year
$6,087,079
Program services expenses (Part IX)
$2,185,747
Management and general expenses
$199,047
Fundraising expenses
$207,075
Program service expenses (Part III)
$2,185,747

Program services were 84.3% 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)

    $279,028

  • 1f · All other contributions, gifts and grants

    $3,782,965

  • 2a · Program service revenue: OTHER INCOME

    total $821,355 · related or exempt $821,355

  • 3 · Investment income

    total $126,210 · excluded $126,210

  • 7a · Gross sales of assets other than inventory

    securities $1,143,538

  • 7b · Less cost or other basis and sales expenses

    securities $875,405

  • 7c · Gain or loss

    securities $268,133

  • 7d · Net gain or loss

    total $268,133 · excluded $268,133

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $14,583 · related or exempt $14,583

  • 11e · Other revenue, total

    $14,583

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $250,000 · program services $250,000

  • 5 · Compensation of officers, directors and key employees

    total $156,571 · program services $131,520 · management and general $10,960 · fundraising $14,091

  • 7 · Other salaries and wages

    total $858,004 · program services $701,625 · management and general $66,707 · fundraising $89,672

  • 9 · Other employee benefits

    total $272,938 · program services $208,622 · management and general $27,158 · fundraising $37,158

  • 11c · Fees: accounting

    total $16,913 · program services $11,903 · management and general $3,340 · fundraising $1,670

  • 11f · Fees: investment management

    total $17,636 · management and general $17,636

  • 12 · Advertising and promotion

    total $55,037 · program services $13,484 · management and general $13,979 · fundraising $27,574

  • 13 · Office expenses

    total $1,747 · program services $1,031 · management and general $292 · fundraising $424

  • 14 · Information technology

    total $43,441 · program services $28,537 · management and general $9,128 · fundraising $5,776

  • 16 · Occupancy

    total $30,195 · program services $16,815 · management and general $10,246 · fundraising $3,134

  • 20 · Interest

    total $19,676 · program services $13,292 · management and general $4,485 · fundraising $1,899

  • 22 · Depreciation, depletion and amortization

    total $34,591 · program services $24,214 · management and general $6,918 · fundraising $3,459

  • 23 · Insurance

    total $17,972 · program services $10,632 · management and general $5,350 · fundraising $1,990

  • 24a · Other expenses: CARE EXPENSES

    total $170,100 · program services $170,100

  • 24b · Other expenses: SUBSTANCE ABUSE CONNECT

    total $145,392 · program services $145,392

  • 24c · Other expenses: CONTINUUM OF CARE

    total $136,509 · program services $136,509

  • 24d · Other expenses: MONTANNA 211

    total $107,640 · program services $107,640

  • 24e · All other expenses

    total $257,507 · program services $214,431 · management and general $22,848 · fundraising $20,228

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $581,259 · end of year $319,939

  • 2 · Savings and temporary cash investments

    beginning of year $313,177 · end of year $2,990,280

  • 3 · Pledges and grants receivable

    beginning of year $116,781 · end of year $111,002

  • 4 · Accounts receivable

    beginning of year $5,968 · end of year $15,980

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,473 · end of year $40,094

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

    $1,587,686

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

    $420,863

  • 10c · Land, buildings and equipment, net

    beginning of year $1,168,807 · end of year $1,166,823

  • 11 · Investments: publicly traded securities

    beginning of year $1,912,007 · end of year $2,150,274

  • 15 · Other assets

    beginning of year $33,060 · end of year $33,760

  • 17 · Accounts payable and accrued expenses

    beginning of year $144,112 · end of year $204,416

  • 19 · Deferred revenue

    beginning of year $25,000 · end of year $29,152

  • 23 · Secured mortgages and notes payable

    beginning of year $556,454 · end of year $506,229

  • 25 · Other liabilities

    beginning of year $3,383 · end of year $1,276

  • 27 · Net assets without donor restrictions

    beginning of year $2,895,951 · end of year $2,926,980

  • 28 · Net assets with donor restrictions

    beginning of year $531,632 · end of year $3,160,099

Mission and programs · 2023

Mission

TO ADDRESS THE NEEDS OF YELLOWSTONE COUNTY AND TO IMPROVE LIVES BY CONNECTING AND COLLABORATING FOR A THRIVING COMMUNITY.

  • WITH FUNDING THROUGH GRANTS AND PRIVATE CONTRIBUTIONS, UNITED WAY OF YELLOWSTONE COUNTY 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.

    Expenses $250,000 · Grants $250,000

  • DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES.

  • WITH FUNDING THROUGH GRANTS AND PRIVATE CONTRIBUTIONS, UNITED WAY OF YELLOWSTONE COUNTY ADMINISTERS PROGRAMS AND LEADS COALITIONS THAT DIRECTLY BENEFIT INDIVIDUALS AND FAMILIES THAT LIVE IN OUR COMMUNITY; INCLUDING REACH OUT & READ, MONTANA 211, DISCOVER ZONE, BRIGHT BY TEXT, SUBSTANCE ABUSE CONNECT, BEST BEGINNINGS, CONTINUUM OF CARE, CARE ACADEMY AND VOLUNTEER ENGAGEMENT.

    Expenses $1,935,747 · Revenue $835,938

As filed on the 2023 return.

Listed in Part VII

  • CASEY KLEIN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CRAIG BURKE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR CHRIS OLSZEWSKI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • D'VAUGHN HAYES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ERIC OWEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JESSE MCKEE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JILL QUADE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM IRWIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIM HAYWORTH

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY GUY

    CAP

    Total calculated
    $0
    Hours/week
    1

  • NATHAN HIRSCH

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PETE BUCHANAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETE PHILIPPI

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBBIE NEIHART

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHAWN HINZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TERRI BLEVINS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM HERNJAK

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY LEWIS

    PRESIDENT AND CEO

    Total calculated
    $98,247
    From this org
    $89,315
    From related orgs
    $0
    Other
    $8,932
    Hours/week
    40

  • SONJA CLAYTON

    CFO

    Total calculated
    $71,332
    From this org
    $66,950
    From related orgs
    $0
    Other
    $4,382
    Hours/week
    40

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
2023
Filed
1 April 2025
IRS schema version
2023v6.0
Source object
202510949349300601

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.