Northwest Montana United Way
- Assets
- $389.1k
- Revenue
- $307.4k
- Investments
- $0.0
- Employees
- 3
- Location
- Kalispell, MT
- Founding
- 12/1969
- Data as of
- 12/2021
- EIN
- 81-0304856
Organization Overview
Northwest Montana United Way is located in Kalispell, MT. The organization was established in 1969. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Northwest Montana United Way employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Northwest Montana United Way is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Northwest Montana United Way generated $307.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (19.4%) each year. All expenses for the organization totaled $251.8k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (21.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FUNDRAISING FOR TAX EXEMPT AGENCIES
Describe the Organization's Program Activity:
Part 3 - Line 4a
CHANGING LIVES, GIVING HOPE AND LIVING UNITED. IN THE CURRENT YEAR, 1,154 VOLUNTEERS DONATED 17,934 HOURS OF SERVICE. SOME OF THE PRIMARY PROJECTS THIS UNITED WAY IS INVOLVED WITH INCLUDE:COVID -19 RELIEF FUNDWINTER WARM-UPAARP FREE TAX PROGRAMCAREER CLOSETVOLUNTEER COORDINATIONCOMMUNITY CONFERENCE ROOMSINFORMATION AND REFERRAL LINE - 211HOMELESS EVENTSUNITED WAY VOLUNTEER CENTERCOMMUNITY SERVICE DAYS AND EVENTSBIG SKY MANOR PROJECTCENTRE COURT MANOR PROJECTGLACIER STATE APARTMENTS PROJECTSENTINNEL VILLAGE APARTMENT PROJECTBEST BEGINNINGS COMMUNITY COUNSELDISASTER CARE SERVICESGATEWAY COMMUNITY CENTERGIFTS IN KIND PROGRAMLEADERS OF TOMORROWCOMMUNITY CONFERENCE ROOMSAS WELL AS MANY MORE SMALL PROJECTS.
THE GATEWAY COMMUNITY CENTER PROJECT INVOLVED 576 VOLUNTEERS DONATING 4,878 HOURS OF SERVICE. THE GATEWAY COMMUNITY CENTER SUPPORTS 23 RESIDENT AGENCIES AND OVER 100 COMMUNITY BASED NONPROFIT ORGANIZATIONS AND OTHER ORGANIZATIONS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roxanna Parker Past Executive Director | OfficerTrustee | 40 | $74,467 |
Chris Parson Director | OfficerTrustee | 1 | $0 |
John Goroski Director | OfficerTrustee | 1 | $0 |
Jack Eggensperger Director | Trustee | 1 | $0 |
James Graham Director | Trustee | 1 | $0 |
Heidi Hickethier Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $306,552 |
| Noncash contributions included in lines 1a–1f | $1,008 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $306,552 |
| Total Program Service Revenue | $0 |
| Investment income | $886 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $307,438 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $74,467 |
| Compensation of current officers, directors, key employees. | $6,702 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $21,744 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $5,314 |
| Payroll taxes | $1,998 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $21,025 |
| Advertising and promotion | $0 |
| Office expenses | $22,711 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $27,282 |
| Travel | $19 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,903 |
| Insurance | $2,883 |
| All other expenses | $4,364 |
| Total functional expenses | $251,812 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $318,751 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $34,530 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $18,826 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $17,019 |
| Total assets | $389,126 |
| Accounts payable and accrued expenses | $30,712 |
| Grants payable | $5,701 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $36,413 |
| Net assets without donor restrictions | $166,663 |
| Net assets with donor restrictions | $186,050 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $389,126 |
Grants Awarded
Over the last fiscal year, Northwest Montana United Way has awarded $163,536 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
DONOR DESIGNATION PURPOSE: UNITED WAY ALLOCATION OF ANNUAL GIVING CAMPAIGN FROM DONOR DESIGNATION | $59,295 |
COMMUNITY BUILDING PURPOSE: COMMUNITY BUILDING THROUGH PROVIDING FACILITES AND OTEHR SUPPORT | $56,465 |
COMMUNITY IMPACT AGENCIES PURPOSE: UNITED WAY ALLOCATION OF ANNUAL GIVING CAMPAIGN | $47,776 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Northwest Montana United Way has recieved totaling $10,000.
| Awarding Organization | Amount |
|---|---|
Broussard Charitable Foundation Tr Cincinnati, OH PURPOSE: ANNUAL DONATION | $10,000 |
Endowment Analysis
| Beg. Balance | $81,383 |
| Ending Balance | $81,383 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sioux Empire United Way Inc Sioux Falls, SD | $14,046,411 | $8,857,048 |
Billings Clinic Foundation Billings, MT | $116,767,576 | $17,438,060 |
United Way Of Cass-Clay Fargo, ND | $8,673,446 | $5,532,076 |
United Way Of Treasure Valley Inc Boise, ID | $5,526,975 | $4,448,551 |
United Way Of Yellowstone County Inc Billings, MT | $4,317,705 | $2,826,216 |
Missouri Slope Areawide United Way Inc Bismarck, ND | $6,237,459 | $3,064,301 |
Liberty Place Inc Whitehall, MT | $3,909,153 | $2,658,015 |
Greater Gallatin United Way Inc Bozeman, MT | $1,831,575 | $2,742,658 |
United Way Of Cascade County Great Falls, MT | $971,506 | $1,344,943 |
United Way Of Southeastern Idaho Inc Pocatello, ID | $1,342,199 | $1,746,511 |
United Way Of Missoula County Missoula, MT | $2,822,821 | $1,518,780 |
United Way Of North Idaho Inc Coeur D Alene, ID | $943,022 | $1,610,986 |