2025-09-03T17:40:28-04:00 2023-06-30 461536238 MELLOR & ASSOCIATES PLLC 668 E 12225 S STE 104 DRAPER UT 84020 990 2022-07-01 816017354 UNITED WAY OF THE LEWIS AND CLARK AREA INC UNIT 4064424360 75 EAST LYNDALE HELENA MT 59601 RYAN FETHERSTON BOARD CHAIR 4064424360 2025-09-03 true false JUSTIN D MELLOR P01063288 8017500605 2025-09-03 2022 2025-03-06 01:10:19Z RYAN FETHERSTON 451 SPENCER COART SUITE C-1 EAST HELENA MT 59635 458569 false X WWW.UNITEDWAYLCA.ORG X 1966 MT UNITING RESOURCES, ORGANIZATIONS, AND PEOPLE TO TRANSFORM OUR COMMUNITY FOR GOOD. 8 8 9 280 0 620404 399260 1072 16346 82052 17114 9882 21703 713410 454423 371860 157744 0 214652 234286 0 112380 71788 142665 658300 534695 55110 -80272 1227528 855086 331028 70225 896500 784861 INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER IN OUR COMMUNITY. false false 222387 12565 UNITED WAY OF THE LEWIS AND CLARK AREA OFFER A DONOR CHOICE LOCAL CAMPAIGN. DONORS CAN OPT TO DONATE TO ANY 501C3 OF THEIR CHOICE, INCLUDING OUR 30 OFFICIAL PARTNER AGENCIES. 146899 145179 AMOUNTS PAYABLE TO NON-MEMBER CHARITABLE ORGANIZATIONS OF DONOR DESIGNATED AND DEEMED DESIGNATED CONTRIBUTIONS THROUGH THE STATE EMPLOYEES CHARITABLE GIVING CAMPAIGN. 369286 true true false false false false false false false true true true false false true false true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 0 0 9 true false false false false false false false false X 8 8 false false false false true true true true true false false true true true true true true true false false X X EMILY MCVEY 4064424360 75 EAST LYNDALE HELENA MT 59601 X WHITNEY FISHER DORR VICE CHAIR 1.00 X X 0 0 0 KENNETH VARNS DIRECTOR 1.00 X 0 0 0 RYAN FETHERSTON BOARD CHAIR 1.00 X X 0 0 0 SPENCER VAN METER BOARD MEMBER 1.00 X 0 0 0 CAIT MCWILLIAMS DIRECTOR 1.00 X 0 0 0 PAIGE O'NEIL SECRETARY 1.00 X 0 0 0 JAMEY WATSON BOARD MEMBER 1.00 X 0 0 0 ALLI VENTRI DIRECTOR 1.00 X 0 0 0 false false false 399260 29816 399260 SECGC 900099 15000 15000 EFSP ADMINISTRATION 900099 1346 1346 16346 14543 14543 11750 11750 11750 11750 2571 2571 2571 2571 1433 4146 -2713 MISC. INCOME 900099 12666 12666 12666 454423 57876 157744 157744 183991 110395 18399 55197 36202 21721 3620 10861 14093 8456 1409 4228 35120 17911 6322 10887 35210 17957 6338 10915 31614 16123 5691 9800 12864 6561 2315 3988 9302 4744 1674 2884 11066 5643 1992 3431 DUES 6879 1720 5159 MISCELLANEOUS 610 311 110 189 534695 369286 53029 112380 129877 60285 183539 127271 50572 2146 277324 154389 134001 122935 451203 540737 278336 1712 1227528 855086 25091 32885 305937 37340 331028 70225 X 773286 707198 123214 77663 896500 784861 1227528 855086 X -80272 19204 -50571 X false true X true false X 652942 497196 336399 315273 399260 2201070 652942 497196 336399 315273 399260 2201070 85717 2115353 29480 2495 126473 -53030 14543 119961 7600 185445 149510 38560 40620 421735 2742766 56738 0.77120 0.76490 X PART II, LINE 10 421,735 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57972 3097 2698 708 57663 66150 -4745 2615 818 57972 53881 15511 2499 743 66150 55817 1256 2512 680 53881 56880 2124 2500 687 55817 0.66000 0.34000 true false 51712 51712 225612 154389 71223 122935 INVESTMENTS 540737 F 540737 DONOR DESIGATIONS PAYABLE 37340 37340 324547 19204 19204 305343 149080 149080 454423 385615 385615 149080 149080 534695 SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES -4,146 STATE CAMPAIGN 153,226 SCHEDULE D, PAGE 4, PART XII, LINE 4B FUNDRAISING EXPENSES -4,146 STATE CAMPAIGN 153,226 true HELENA FOOD SHARE 40724 PROVIDE FOOD FOR THE THE FRIENDSHIP CENTER 12119 ANGEL FUND 11334 CASA OF LEWIS AND CLARK 9122 FAMILY PROMISE HELENA 7637 YWCA OF HELENA 6229 RMDC HOME DELIV MEAL 6173 GOOD SAMARITIAN 5180 FLORENCE CRITTENTON 6026 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF THE LEWIS AND CLARK AREA OFFER A DONOR CHOICE LOCAL CAMPAIGN. DONORS CAN OPT TO DONATE TO ANY 501C3 OF THEIR CHOICE, INCLUDING OUR 30 OFFICIAL PARTNER AGENCIES. PARTNER AGENCIES ARE REQUIRED TO SUBMIT AN APPLICATION OF PARTNERSHIP TO THE UNITED WAY OF THE LEWIS AND CLARK AREA EVERY OTHER YEAR. THEY ARE REQUIRED TO ATTEST TO THE FACT THAT THEY COMPLY WITH ALL FEDERAL REQUIREMENTS TO BE A 501C3 NONPROFIT AND FOLLOW ALL LEGAL FISCAL GUIDELINES. THE FUNDS EACH AGENCY RECEIVES THROUGH THE UNITED WAY LOCAL CAMPAIGN ARE UNRESTRICTED, SO EACH ORGANIZATION IS ALLOWED TO USE THE FUNDS AS NEEDED. X 1 3100 X ADVERTISING 1 14690 X SERVICES 1 7166 X SUPPLIES 1 4860 false false false FORM 990, PAGE 6, PART VI, LINE 6 THE IRS DETERMINATION LETTER SPECIFICALLY DESIGNATES THE UNITED WAY OF LEWIS AND CLARK AREA A MEMBER ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS OF THE ORGANIZATION HAVE THE POWER TO VOTE OR ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 7B MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO VOTE ON GOVERNANCE DECISIONS. FORM 990, PAGE 6, PART VI, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED FIRST BY THE EXECUTIVE DIRECTOR, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTE. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS MUST COMPLETE A NEW CONFLICT OF INTEREST POLICY STATEMENT WHEN JOING THE BOARD AND ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE BORAD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL STAFF OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES 4,146 STATE CAMPAIGN -153,226 FUNDRAISING EXPENSES -4,146 STATE CAMPAIGN 153,226 THE ORGANIZATION HAS CORRECTED ITS METHOD OF ACCOUNTING FOR PLEDGE RECEIVABLES RELATED TO ANNUAL CAMPAIGN NOTIFICATIONS RECEIVED FROM EMPLOYERS IN 2023. THIS CHANGE WAS MADE IN RESPONSE TO THE DETERMINATION THAT NOTICES RECEIVED FROM EMPLOYERS OFTEN INDICATED INTENT TO CONTRIBUTE TO SPECIFIED DESIGNATIONS AND THE ORGANIZATION, BUT COULD NOT REASONABLY BE ENFORCED, AND THEREFORE DID NOT MEET THE FOLLOWING DEFINITION OF A PROMISE TO GIVE PER ASC 985-605-55-18.