2024-09-16T08:50:43-07:00 2023-12-31 522408237 Carver Florek & James LLC 1201 Kensington Ave Missoula MT 59801 990 2023-01-01 810287854 UNITED WAY OF MISSOULA COUNTY UNIT 4065496104 PO BOX 7395 MISSOULA MT 59807 SUSAN HAY CRAMER CEO 2024-09-16 true true Angel Sharp CPA P00964705 4067285539 2023 2024-08-08 14:25:15Z SUSAN HAY CRAMER 1684557 false X www.missoulaunitedway.org X 1931 MT 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. 17 17 15 100 0 1145735 1466334 0 36814 84673 1405 10513 1183954 1561520 95431 16565 0 699067 835699 0 140228 636909 565616 1431407 1417880 -247453 143640 2057419 2480173 408310 632814 1649109 1847359 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. false false 1110610 16565 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. 1110610 true true false false false false false false true true true false false true true true true false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 0 0 false 15 true false false false false false false false 0 false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false X X JCCS PC 4065494148 2620 CONNERY WAY MISSOULA MT 59808 SUSAN HAY PATRICK CEO 40.00 0.00 X 95606 0 1967 GABRIELLE SATHER-OLSON DIR OF OPERATIO 40.00 0.00 X 64895 0 9130 DEBORAH COLBY BOARD MEMBER 1.00 0.00 X 0 0 0 CAREY CONOVER BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT HAMILTON BOARD MEMBER 1.00 0.00 X 0 0 0 YVETTE HEINTZ BOARD MEMBER 1.00 0.00 X 0 0 0 JANELLE MOREHOUSE BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE NUGENT Past President 1.00 0.00 X X 0 0 0 MURRAY PIERCE BOARD MEMBER 1.00 0.00 X 0 0 0 RANDY RILEY President 1.00 0.00 X X 0 0 0 TODD RAHR BOARD MEMBER 1.00 0.00 X 0 0 0 MARTIN ROGERS BOARD MEMBER 1.00 0.00 X 0 0 0 KATIE STEVENS Vice President 1.00 0.00 X X 0 0 0 JIM STRAUSS Treasurer 1.00 0.00 X X 0 0 0 PHIL VAN TASSEL BOARD MEMBER 1.00 0.00 X 0 0 0 JORDAN PALESSI BOARD MEMBER 1.00 0.00 X 0 0 0 MATT MUHSAM BOARD MEMBER 1.00 0.00 X 0 0 0 DAMIAN CHASE-BEGAY BOARD MEMBER 1.00 0.00 X 0 0 0 ZANE WEBER BOARD MEMBER 1.00 0.00 X 0 0 0 160501 11097 0 false false false 0 212745 1253589 5354 1466334 0 37830 37830 0 0 0 169880 123037 46843 46843 46843 0 0 0 OTHER INCOME 900099 10513 10513 10513 1561520 10513 84673 16565 16565 0 0 0 171597 104069 33764 33764 0 542915 410288 72284 60343 7472 5230 1121 1121 55094 45839 2109 7146 58621 39991 11278 7352 0 0 52894 43350 4772 4772 0 0 0 12147 8503 1822 1822 27399 15326 2158 9915 27184 16042 3111 8031 0 0 34108 9282 24482 344 11007 6300 4615 92 0 0 950 664 143 143 0 10051 7035 1508 1508 8296 5808 1244 1244 SPECIAL PROJECTS 358835 358835 UNITED WAY WORLDWIDE 13472 9430 2021 2021 IN-KIND 5204 5204 EQUIPMENT RENTAL 4069 2849 610 610 0 1417880 1110610 167042 140228 371127 122419 0 73732 66242 82396 258566 0 0 0 0 661 37 496321 156938 349434 339383 1113555 1159307 0 0 0 66514 534219 2057419 2480173 48263 267862 293543 39222 66504 109637 216093 408310 632814 X 958432 1087871 690677 759488 1649109 1847359 2057419 2480173 X 143640 67285 -12675 X false true X true false X 876667 1682597 1412438 1133108 1389980 6494790 0 0 876667 1682597 1412438 1133108 1389980 6494790 634200 5860590 30779 30457 55780 42070 37830 196916 0 0 6691706 32022 0.87580 0.83310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 1113555 6150 51749 12147 1159307 1279649 5300 -159197 12197 1113555 1148842 5950 137462 12605 1279649 1034106 5180 119912 10356 1148842 885606 5562 152969 10031 1034106 false false false 72000 72000 369731 103609 266122 54590 53329 1261 339383 CONSTRUCTION IN PROGRESS 308486 FUNDS HELD IN TRUST 109640 Right-of-use asset 116093 534219 LINE OF CREDIT 100000 LONG TERM 85703 RIGHT-OF-USE LEASE LIABILITY 30390 216093 X 1616658 67285 67285 1549373 12147 12147 1561520 1418408 12675 12675 1405733 12147 12147 1417880 Part IV, Line 2b: Explanation of escrow account liability UNDER THE GUIDANCE OF ITS BOARD OF DIRECTORS, THE UNITED WAY HAS ASSUMEDFISCAL SPONSORSHIP FOR TWO PROGRAMS. THE UNITED WAY'S DIRECTOR OF OPERATIONS PLAYS AN ACTIVE ROLE IN EACH FISCALLY SPONSORED PROGRAM; THE CEO SERVES ON THE ADVISORY BOARDS OF THE PROGRAMS. THE UNITED WAY PLACES ALL GIFTS, GRANTS, AND CONTRIBUTIONS RECEIVED AND IDENTIFIED WITH THESE PROGRAMS INTO A COMMITTED FUND TO BE USED FOR THE SOLE BENEFIT OF THEIR MISSIONS, UNDER GUIDANCE GIVEN BY STEERING COMMITTEES THAT INCLUDE THE AGENCY'S CEO. ALL PROGRAM EXPENDITURES ARE APPROVED BY THE CEO. PROGRAMS UNDER THE UNITED WAY'S FISCAL SPONSORSHIP ARE: 1) THE MONTANA BLACK COLLECTIVE MISSOULA AND 2) TRANSVISIBLE MONTANA. Part X : FIN48 Footnote THE UNITED WAY IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS BECAUSE THE UNITED WAY DID NOT HAVE ANY UNRELATED BUSINESS INCOME IN 2022. WITH FEW EXCEPTIONS, UNITED WAY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) IS NOT SUBJECT TO EXAMINATION FOR TAX YEARS PRIOR TO 2019. Part XII, Line 2d: Other expenses and losses per audited F/S UNCOLLECTIBLE PLEDGES $12675 X 1 245171 FMV false false false Form 990, Part VI, Section B, Line 11b MEMBERS OF THE BOARD ARE PROVIDED A COPY OF THE 990 FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED AS SOON AS THE MEMBER IS AWARE OF THE CONFLICT. THE MEMBER WILL RETIRE FROM ALL DELIBERATIONS AND NOT PARTICIPATE IN VOTING IN CONNECTION WITH THE MATTER. EACH BOARD MEMBER ANNUALLY REVIEWS THE AGENCY'S CODE OF VALUES AND ETHICS AND DISCLOSES IN WRITING ANY CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE COMMITTEE DETERMINES THE CEO COMPENSATION USING COMPARABLE SALARY DATA FROM UNITED WAY WORLDWIDE FOR CEO SALARIES OF METRO IV UNITED WAYS (THOSE RAISING SIMILAR AMOUNTS OF FUNDS), NATIONALLY AND REGIONALLY. THE FULL BOARD PARTICIPATES IN THE CEO'S PERFORMANCE REVIEW BY PROVIDING FEEDBACK TO THE PRESIDENT; THE PRESIDENT AND EXECUTIVE COMMITTEE COMPLETE AN EVALUATION FORM AND THE CEO COMPLETES A SELF EVALUATION. THE PRESIDENT AND THE EXECUTIVE COMMITTEE THEN MEET WITH THE CEO TO REVIEW THE RESULTS. THE RESULTS ARE THEN REPORTED TO THE BOARD. ALL SALARY INCREASES ARE PERFORMANCE-BASED. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT AND ON WEBSITE. Form 990, Part XI, Line 9 UNCOLLECTIBLE CONTRIBUTIONS = -$12675