Nonprofit · EIN 81-0287507
UNITED WAY OF YELLOWSTONE COUNTY INC
Tax-exempt · BILLINGS, MT 59102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,637,980 | $2,929,727 | -$291,747 | $6,413,810 | $676,808 | $5,737,002 |
| June 30, 2024 | 990 | $5,292,274 | $2,591,869 | $2,700,405 | $6,828,152 | $741,073 | $6,087,079 |
| June 30, 2023 | 990 | $2,491,076 | $2,469,171 | $21,905 | $4,156,532 | $728,949 | $3,427,583 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,228,175
- of which government grants
- $417,000
- Program service revenue
- $997,187
- Investment income
- $395,934
- Net gain from sales of assets
- $236,797
- Other revenue
- $16,684
Expenses
- Grants and similar amounts paid
- $300,001
- Compensation of officers, directors and key employees
- $173,199
- Other salaries and wages
- $1,388,328
- Salaries, compensation and benefits (total)
- $1,561,527
- Professional fundraising fees
- $0
- Accounting fees
- $31,810
- Occupancy
- $29,205
- Depreciation
- $37,297
- Program services (functional)
- $2,457,721
- Management and general (functional)
- $282,275
- Fundraising (functional)
- $189,731
Balance sheet and other
- Total assets, start of year
- $6,828,152
- Total assets, end of year
- $6,413,810
- Total liabilities, end of year
- $676,808
- Net assets, end of year
- $5,737,002
- Land, buildings and equipment
- $1,164,986
- Publicly traded securities
- $2,036,562
- Net assets without donor restrictions
- $2,621,383
- Net assets with donor restrictions
- $3,115,619
- Gross receipts
- $2,910,596
- Employees
- 72
- Volunteers
- 352
- Year formed
- 1961
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY LEWIS | PRESIDENT AND CEO Officer | 40 | $97,072 | $9,335 |
| SONJA CLAYTON | CFO Officer | 40 | $39,919 | $3,992 |
| CASEY KLEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOMINIC NEAMEYER | MEMBER Trustee or director | 1 | $0 | $0 |
| DR CHRIS OLSZEWSKI | MEMBER Trustee or director | 1 | $0 | $0 |
| D'VAUGHN HAYES | MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC OWEN | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JANET HARDY | MEMBER Trustee or director | 1 | $0 | $0 |
| JILL QUADE | MEMBER Trustee or director | 1 | $0 | $0 |
| JIM HERNJAK | MEMBER Trustee or director | 1 | $0 | $0 |
| JJ CARMODY | MEMBER Trustee or director | 1 | $0 | $0 |
| KIM HAYWORTH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KIMBERLY GUY | MEMBER Trustee or director | 1 | $0 | $0 |
| NATHAN HIRSCH | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBBIE NEIHART | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRI BLEVINS | MEMBER Trustee or director | 1 | $0 |
| TYLER NASH | MEMBER Trustee or director | 1 | $0 |
| JIM IRWIN | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY LEWIS | PRESIDENT AND CEO Officer | 40 | $89,315 | $8,932 |
| SONJA CLAYTON | CFO Officer | 40 | $66,950 | $4,382 |
| CASEY KLEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CRAIG BURKE | MEMBER Trustee or director | 1 | $0 | $0 |
| DR CHRIS OLSZEWSKI | MEMBER Trustee or director | 1 | $0 | $0 |
| D'VAUGHN HAYES | MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC OWEN | MEMBER Trustee or director | 1 | $0 | $0 |
| JESSE MCKEE | MEMBER Trustee or director | 1 | $0 | $0 |
| JILL QUADE | MEMBER Trustee or director | 1 | $0 | $0 |
| JIM IRWIN | MEMBER Trustee or director | 1 | $0 | $0 |
| KIM HAYWORTH | CHAIR ELECT Trustee or director | 1 | $0 | $0 |
| KIMBERLY GUY | CAP Trustee or director | 1 | $0 | $0 |
| NATHAN HIRSCH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PETE BUCHANAN | MEMBER Trustee or director | 1 | $0 | $0 |
| PETE PHILIPPI | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBBIE NEIHART | MEMBER Trustee or director | 1 | $0 | $0 |
| SHAWN HINZ | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TERRI BLEVINS | MEMBER Trustee or director | 1 | $0 | $0 |
| JIM HERNJAK | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY LEWIS | PRESIDENT AND CEO Officer | 40 | $91,158 | $9,127 |
| SONJA CLAYTON | CFO Officer | 40 | $45,956 | $0 |
| PETE PHILIPPI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN HIRSCH | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| KATIE EDWARDS | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CASEY KLEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SHAWN HINZ | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KIM HAYWORTH | MEMBER Trustee or director | 1 | $0 | $0 |
| PETE BUCHANAN | MEMBER Trustee or director | 1 | $0 | $0 |
| CRAIG BURKE | MEMBER Trustee or director | 1 | $0 | $0 |
| DR CHRIS OLSZEWSKI | MEMBER Trustee or director | 1 | $0 | $0 |
| THERESA HINZ | MEMBER Trustee or director | 1 | $0 | $0 |
| ROBBIE NEIHART | MEMBER Trustee or director | 1 | $0 | $0 |
| JILL QUADE | MEMBER Trustee or director | 1 | $0 | $0 |
| JIM IRWIN | MEMBER Trustee or director | 1 | $0 | $0 |
| KIMBERLY GUY | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2173 OVERLAND AVE, BILLINGS, MT 59102-6456
- Principal officer (990 for 2024)
- ANDREW KONKEL, 2173 OVERLAND AVE, BILLINGS, MT 59102
- Signed the 990
- KIMBERLY LEWIS, PRESIDENT AND CEO
- Phone
- (406) 252-3839
- Website
- WWW.UNITEDWAYYELLOWSTONE.ORG
- Return prepared by
- PINION LLC
Mission
TO ADDRESS THE NEEDS OF YELLOWSTONE COUNTY AND TO IMPROVE LIVES BY CONNECTING AND COLLABORATING FOR A THRIVING COMMUNITY.
Program accomplishments
- 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 $300,001 · grants $300,001
- 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 $2,157,720 · revenue $1,013,871
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0287507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1961
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $6,413,810
- Income (IRS master file)
- $2,910,596
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,637,980 | $2,929,727 | $6,413,810 | XML |
| 990 | June 2024 | $5,292,274 | $2,591,869 | $6,828,152 | XML |
| 990 | June 2023 | $2,491,076 | $2,469,171 | $4,156,532 | XML |
| 990 | June 2022 | $2,629,330 | $2,343,932 | $4,144,562 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0287507).
Questions about UNITED WAY OF YELLOWSTONE COUNTY INC
- What is the EIN of UNITED WAY OF YELLOWSTONE COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF YELLOWSTONE COUNTY INC is 81-0287507.
- Is UNITED WAY OF YELLOWSTONE COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to UNITED WAY OF YELLOWSTONE COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF YELLOWSTONE COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF YELLOWSTONE COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF YELLOWSTONE COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF YELLOWSTONE COUNTY INC?
- The 990 for the year ended June 30, 2025 names ANDREW KONKEL.
- Who are the officers and directors of UNITED WAY OF YELLOWSTONE COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 2 received compensation from the organization, the highest $97,072 (KIMBERLY LEWIS, PRESIDENT AND CEO).
- How much revenue does UNITED WAY OF YELLOWSTONE COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,637,980, expenses of $2,929,727 and total assets of $6,413,810 at year end.
Other nonprofits in BILLINGS
- MONTANA MIGRANT & SEASONAL FARMWORKER COUNCIL INC CETA PROJEC EIN 81-0350430 · last filed 990 for 2024
- DAN AND JEANNE SCOTT FAMILY FOUNDATION EIN 32-0094100 · last filed 990-PF for 2025
- BILLINGS LEADERSHIP FOUNDATION EIN 83-2729073 · last filed 990 for 2025
- BETTER BILLINGS FOUNDATION EIN 34-2026430 · last filed 990 for 2025
- THOMAS W & JOAN D SCOTT FOUNDATION EIN 81-0503776 · last filed 990-PF for 2025
- BIG SKY YOUTH EDUCATION FOUNDATION EIN 02-0756891 · last filed 990 for 2024
- NANCE FAMILY FOUNDATION INC EIN 26-0469189 · last filed 990-PF for 2024
- CHASE HAWKS MEMORIAL ASSOCIATION INC EIN 81-0499653 · last filed 990 for 2025
All nonprofits in BILLINGS · Montana · Philanthropy, voluntarism and grantmaking foundations