2026-04-01T15:29:17-05:00 2025-06-30 480567703 PINION LLC 402 N BROADWAY 4TH FLOOR BILLINGS MT 59101 990 2024-07-01 810287507 UNITED WAY OF YELLOWSTONE COUNTY INC UNIT 4062523839 2173 OVERLAND AVE BILLINGS MT 59102 KIMBERLY LEWIS PRESIDENT AND CEO 4062523839 2026-03-31 1 1 KENDRA MORAN P00814196 4062455136 2026-03-31 2024 2025-03-06 01:10:19Z ANDREW KONKEL 2173 OVERLAND AVE BILLINGS MT 59102 2910596 0 X WWW.UNITEDWAYYELLOWSTONE.ORG X 1961 MT TO ADDRESS THE NEEDS OF YELLOWSTONE COUNTY AND TO IMPROVE LIVES BY CONNECTING AND COLLABORATING FOR A THRIVING COMMUNITY. 16 16 72 352 0 0 4061993 1228175 821355 997187 394343 395934 14583 16684 5292274 2637980 250000 300001 0 0 1287513 1561527 0 0 189731 1054356 1068199 2591869 2929727 2700405 -291747 6828152 6413810 741073 676808 6087079 5737002 TO ADDRESS THE NEEDS OF YELLOWSTONE COUNTY AND TO IMPROVE LIVES BY CONNECTING AND COLLABORATING FOR A THRIVING COMMUNITY. 0 0 300001 300001 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. DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. 2157720 1013871 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. 2457721 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4062523839 2173 OVERLAND AVE BILLINGS MT 59102 CASEY KLEIN TREASURER 1.00 X X 0 0 0 DOMINIC NEAMEYER MEMBER 1.00 X 0 0 0 DR CHRIS OLSZEWSKI MEMBER 1.00 X 0 0 0 D'VAUGHN HAYES MEMBER 1.00 X 0 0 0 ERIC OWEN CHAIR-ELECT 1.00 X X 0 0 0 JANET HARDY MEMBER 1.00 X 0 0 0 JILL QUADE MEMBER 1.00 X 0 0 0 JIM HERNJAK MEMBER 1.00 X 0 0 0 JJ CARMODY MEMBER 1.00 X 0 0 0 KIM HAYWORTH CHAIR 1.00 X X 0 0 0 KIMBERLY GUY MEMBER 1.00 X 0 0 0 NATHAN HIRSCH PAST CHAIR 1.00 X X 0 0 0 ROBBIE NEIHART SECRETARY 1.00 X X 0 0 0 TERRI BLEVINS MEMBER 1.00 X 0 0 0 TYLER NASH MEMBER 1.00 X 0 0 0 JIM IRWIN MEMBER 1.00 X 0 0 0 KIMBERLY LEWIS PRESIDENT AND CEO 40.00 X 97072 0 9335 SONJA CLAYTON CFO 40.00 X 39919 0 3992 136991 0 13327 0 0 0 0 0 417000 811175 1228175 OTHER INCOME 900099 997187 997187 997187 159137 159137 509413 272616 236797 236797 236797 MISCELLANEOUS INCOME 900099 16684 16684 16684 2637980 1013871 0 395934 300001 300001 173199 145487 12124 15588 1388328 1122341 157637 108350 31810 22267 6362 3181 21389 21389 41498 16395 5315 19788 1319 765 224 330 86242 86242 29205 14995 12673 1537 18149 12704 3630 1815 37297 26108 7459 3730 25867 18107 5173 2587 SUBSTANCE ABUSE CONNECT 190067 190067 CARE EXPENSES 120313 109955 8361 1997 CONTINUUM OF CARE 120295 120295 EFSP EXPENSE 107355 107355 237393 164637 41928 30828 2929727 2457721 282275 189731 319939 356145 2990280 2743256 111002 60677 15980 1515 40094 20586 1619078 454092 1166823 1164986 2150274 2036562 33760 30083 6828152 6413810 204416 204739 29152 17872 506229 454148 1276 49 741073 676808 X 2926980 2621383 3160099 3115619 6087079 5737002 6828152 6413810 X -291747 -74336 16006 X X 0 1 X 1 0 X 2111289 1791388 1600857 1561993 1244181 8309708 2111289 1791388 1600857 1561993 1244181 8309708 746748 7562960 24144 49929 57661 126210 159137 417081 622 16337 14583 16684 48226 8775015 0.86190 0.88470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 697 1041577 473099 3600110 1 1 2150274 249246 146455 509413 2036562 1912007 1155273 -871546 45460 2150274 1827234 69898 118841 103966 1912007 2047035 117977 -337778 1827234 1589889 464762 -7616 2047035 0.72000 0.28000 0 0 373439 373439 1120805 362809 757996 40300 6749 33551 84534 84534 0 1164986 CAPITAL LEASE OBLIGATIONS 5674 UNAMORTIZED DEBT ISSUANCE COST -5625 49 2558261 -74336 16006 -58330 2616591 21389 21389 2637980 2908338 0 2908338 21389 21389 2929727 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPLIT INTEREST AGREEMENTS PART V, LINE 1E: TO BE IN COMPLIANCE WITH THE REPORTING REQUIREMENTS OF ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES, THE PRESENTATION OF THE ENDOWMENT PORTION OF THE INVESTMENTS HAS CHANGED. THE $817,500 OF "OTHER EXPENDITURES" WERE NOT ACTUALLY SPENT OR TRANSFERRED, BUT RATHER RECLASSIFIED. FOR FINANCIAL REPORTING PURPOSES, THESE FUNDS ARE NOW INCLUDED IN NET ASSETS WITHOUT DONOR RESTRICTION AND ARE NOT PART OF THE ENDOWMENT, AS THEY ARE NEITHER DONOR RESTRICTED NOR BOARD DESIGNATED. PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUND THAT IS MADE AVAILABLE TO THE UNITED WAY BOARD OF DIRECTORS MAY BE USED AS FOLLOWS: 1) TO MEET UNANTICIPATED NEEDS AND EMERGING PROBLEMS THAT DEMAND AN EARLY RESPONSE THROUGH NEW OR EXISTING PROGRAMS REQUIRING A LEVEL OF FUNDING NOT AVAILABLE FROM THE ANNUAL CAMPAIGN; 2) TO MAINTAIN OR EXPAND SERVICE LEVELS DURING ECONOMIC DOWN CYCLES OR PERIODS OF INCREASED UNEMPLOYMENT OR PHYSICAL DISASTER WHICH REQUIRE ADDITIONAL HEALTH AND HUMAN SERVICES WHEN FINANCIAL RESOURCES ARE LIMITED; 3) TO SUPPORT UNITED WAY'S ROLE IN THE COMMUNITY AS A FACILITATOR TO FOCUS THE ATTENTION AND RESOURCES OF OTHER SECTORS ON HIGH PRIORITY PROBLEMS; 4) TO HELP ASSURE THE FINANCIAL STABILITY OF AGENCIES FACING UNUSUAL OR CATASTROPHIC FINANCIAL PROBLEMS THAT EXCEED THEIR OWN RESOURCES. 0 VETERANS NAVIGATION NETWORK 2173 OVERLAND AVE BILLINGS MT 59102 843207666 501(C)(3) 35000 0 PHILANTHROPIC PURPOSE YWCA 909 WYOMING AVENUE BILLINGS MT 59101 810235415 501(C)(3) 31792 0 PHILANTHROPIC PURPOSE YOUNG FAMILIES EARLY HEAD START 1020 COOK PO BOX 51269 BILLINGS MT 59104 810422429 501(C)(3) 20000 0 PHILANTHROPIC PURPOSE FRIENDS OF THE CHILDREN-EASTERN MONTANA 2613 VIRGINIA LN BILLINGS MT 59102 822604098 501(C)(3) 20000 0 PHILANTHROPIC PURPOSE FAMILY SERVICE INC 1824 1ST AVENUE NORTH PO BOX 1020 BILLINGS MT 59103 810232120 501(C)(3) 20000 0 PHILANTHROPIC PURPOSE BILLINGS FAMILY YMCA INC 402 N 32ND ST BILLINGS MT 59101 810229386 501(C)(3) 19306 0 PHILANTHROPIC PURPOSE EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS-READING ROCKS 415 N 30TH ST BILLINGS MT 59101 810452904 501(C)(3) 18915 0 PHILANTHROPIC PURPOSE YELLOWSTONE CASA PO BOX 688 BILLINGS MT 59103 481301287 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE TUMBLEWEED 505 NORTH 24TH STREET BILLINGS MT 59101 363343886 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS-BACKPACK MEALS 415 N 30TH ST BILLINGS MT 59101 810452904 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE ADULT RESOURCE ALLIANCE 1505 AVE D BILLINGS MT 59102 810364744 501(C)(3) 31792 0 PHILANTHROPIC PURPOSE DISTRICT 7 HRDC 7 N 31ST ST BILLINGS MT 59101 25000 0 PHILANTHROPIC PURPOSE HEAD START 615 N 19TH ST BILLINGS MT 59101 810398508 501(C)(3) 38196 0 PHILANTHROPIC PURPOSE SPECIAL OLYMPICS MONTANA 710 1ST AVE N GREAT FALLS MT 59401 810367064 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE 13 1 PART I, LINE 2: INCOME FROM FEDERALLY FUNDED PROJECTS MUST BE ALLOWABLE BY THE FUNDING AGENCY AND USED IN ACCORDANCE WITH THE PROGRAM AGREEMENT AND FEDERAL GUIDELINES. SPECIFICALLY THIS INCOME MUST BE LIMITED TO ONE OR MORE OF THE FOLLOWING: FURTHERING THE ELIGIBLE PROJECT OR PROGRAM OBJECTIVES FINANCING THE NON-FEDERAL SHARE OF THE PROJECT OR PROGRAM DEDUCTING IT FROM THE TOTAL FEDERAL SHARE OF PROJECT OR PROGRAM ALLOWABLE COSTS. DISBURSEMENTS MUST BE SUPPORTED BY THE CHECK STUB, WHEN PAID BY CHECK, AND A COPY OF THE INVOICE OR APPROPRIATE DOCUMENTATION SUPPORTING THE DISBURSEMENT. ALL DISBURSEMENTS FOR GRANT PROGRAMS MUST BE ALLOWABLE UNDER THE GRANT AGREEMENT. ALL OF THESE DOCUMENTATIONS ARE MAINTAINED FOR 7 YEARS IN THE FILES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTE REVIEWS THE 990, WHICH IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C IF A CONFLICT OF INTEREST SITUATION ARISES, THE PARTIES INVOLVED ARE INTERVIEWED TO DETERMINE AN APPROPRIATE COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES PRESIDENT/CEO COMPENSATION BY COMPARING COMPENSATION FROM UNITED WAYS OF SIMILAR SIZE AND CURRENT LOCAL LABOR MARKET COMPENSATION. COMPENSATION FOR OTHER KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT/CEO, IN COMPARISON TO THE LOCAL LABOR MARKET FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND THE ANNUAL AUDIT ARE AVAILABLE ON UWYC WEBSITE. OTHER DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: SPLIT INTEREST AGREEMENTS 16,006. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE HAS OVERSIGHT OVER THE AUDIT. THE BOARD HAS FINAL APPROVAL.