Nonprofit · EIN 81-0287854
UNITED WAY OF MISSOULA COUNTY
Tax-exempt · MISSOULA, MT 59802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,771,468 | $1,622,900 | $148,568 | $2,495,444 | $524,234 | $1,971,210 |
| December 31, 2023 | 990 | $1,561,520 | $1,417,880 | $143,640 | $2,480,173 | $632,814 | $1,847,359 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,637,472
- of which government grants
- $436,290
- Program service revenue
- $0
- Investment income
- $133,996
- Net gain from sales of assets
- $51,840
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $9,006
- Compensation of officers, directors and key employees
- $174,414
- Other salaries and wages
- $440,875
- Salaries, compensation and benefits (total)
- $716,589
- Professional fundraising fees
- $0
- Accounting fees
- $28,950
- Occupancy
- $71,467
- Travel
- $24,960
- Depreciation
- $27,557
- Program services (functional)
- $1,323,748
- Management and general (functional)
- $154,507
- Fundraising (functional)
- $144,645
Balance sheet and other
- Total assets, start of year
- $2,480,173
- Total assets, end of year
- $2,495,444
- Total liabilities, end of year
- $524,234
- Net assets, end of year
- $1,971,210
- Land, buildings and equipment
- $811,340
- Publicly traded securities
- $1,223,451
- Net assets without donor restrictions
- $1,303,891
- Net assets with donor restrictions
- $667,319
- Gross receipts
- $1,806,328
- Employees
- 13
- Volunteers
- 132
- Year formed
- 1931
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN HAY PATRICK | CEO Officer | 40 | $103,073 | $2,061 |
| GABRIELLE SATHER-OLSON | DIR OF OPERATIO Officer | 40 | $63,384 | $8,620 |
| DEBORAH COLBY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAREY CONOVER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT HAMILTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANELLE MOREHOUSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MURRAY PIERCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDY RILEY | President Trustee or director, Officer | 1 | $0 | $0 |
| TODD RAHR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATIE STEVENS | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| JIM STRAUSS | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| JORDAN PALESSI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATT MUHSAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAMIAN CHASE-BEGAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ZANE WEBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ DAVIES | BOARD MEMBER Trustee or director | 1 | $0 |
| MALLORY KOULA | BOARD MEMBER Trustee or director | 1 | $0 |
| AMY SHATTUCK | BOARD MEMBER Trustee or director | 1 | $0 |
| MARTIN ROGERS | BOARD MEMBER | 1 | $0 |
| YVETTE HEINTZ | BOARD MEMBER | 1 | $0 |
| PHIL VAN TASSEL | BOARD MEMBER | 1 | $0 |
| MIKE NUGENT | Past President | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN HAY PATRICK | CEO Officer | 40 | $95,606 | $1,967 |
| GABRIELLE SATHER-OLSON | DIR OF OPERATIO Officer | 40 | $64,895 | $9,130 |
| DEBORAH COLBY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAREY CONOVER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT HAMILTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| YVETTE HEINTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANELLE MOREHOUSE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MIKE NUGENT | Past President Trustee or director, Officer | 1 | $0 | $0 |
| MURRAY PIERCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RANDY RILEY | President Trustee or director, Officer | 1 | $0 | $0 |
| TODD RAHR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARTIN ROGERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATIE STEVENS | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| JIM STRAUSS | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| PHIL VAN TASSEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JORDAN PALESSI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MATT MUHSAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAMIAN CHASE-BEGAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ZANE WEBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 412 W ALDER ST, MISSOULA, MT 59802-4122
- Principal officer (990 for 2024)
- SUSAN HAY CRAMER
- Signed the 990
- SUSAN HAY CRAMER, CEO
- Phone
- (406) 549-6104
- Website
- www.missoulaunitedway.org
- Return prepared by
- Carver Florek & James LLC
Mission
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.
Program accomplishments
- 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.Expenses $1,323,748 · grants $9,006
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0287854
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,495,444
- Income (IRS master file)
- $1,806,328
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,771,468 | $1,622,900 | $2,495,444 | XML |
| 990 | December 2023 | $1,561,520 | $1,417,880 | $2,480,173 | XML |
| 990 | December 2022 | $1,183,954 | $1,431,407 | $2,057,419 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 81-0287854).
Questions about UNITED WAY OF MISSOULA COUNTY
- What is the EIN of UNITED WAY OF MISSOULA COUNTY?
- The employer identification number (EIN) of UNITED WAY OF MISSOULA COUNTY is 81-0287854.
- Is UNITED WAY OF MISSOULA COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to UNITED WAY OF MISSOULA COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF MISSOULA COUNTY 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 MISSOULA COUNTY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF MISSOULA COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF MISSOULA COUNTY?
- The 990 for the year ended December 31, 2024 names SUSAN HAY CRAMER.
- Who are the officers and directors of UNITED WAY OF MISSOULA COUNTY?
- The 990 for the year ended December 31, 2024 lists 22 people; 2 received compensation from the organization, the highest $103,073 (SUSAN HAY PATRICK, CEO).
- How much revenue does UNITED WAY OF MISSOULA COUNTY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,771,468, expenses of $1,622,900 and total assets of $2,495,444 at year end.
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All nonprofits in MISSOULA · Montana · Philanthropy, voluntarism and grantmaking foundations