UNITED WAY OF YELLOWSTONE COUNTY INC

EIN: 810287507 501(c)(3) Philanthropy & Grantmaking

BILLINGS, MT

Total Revenue
$2,637,980
Total Expenses
$2,929,727
Total Assets
$6,413,810
Net Assets
$5,737,002
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
MT
Principal Officer
ANDREW KONKEL
Phone
4062523839
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF YELLOWSTONE COUNTY INC, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $2.9M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO ADDRESS THE NEEDS OF YELLOWSTONE COUNTY AND TO IMPROVE LIVES BY CONNECTING AND COLLABORATING FOR A THRIVING COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,228,175
Program Service Revenue $997,187
Investment Income $395,934
Other Revenue $16,684
TOTAL REVENUE $2,637,980

Expense Breakdown

Grants Paid $300,001
Salaries & Benefits $1,561,527
Fundraising Expenses $189,731
Program Expenses $2,457,721
Other Expenses $1,068,199
TOTAL EXPENSES $2,929,727

Year-over-Year Comparison

2024 2023 Change
Revenue $2,637,980 $5,292,274 -0.5%
Expenses $2,929,727 $2,591,869 +0.1%
Net Income $-291,747 $2,700,405 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
72
Volunteers
352

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$150,318
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CASEY KLEIN TREASURER 1.00
Officer Director
$0 $0 $0
DOMINIC NEAMEYER MEMBER 1.00
Director
$0 $0 $0
DR CHRIS OLSZEWSKI MEMBER 1.00
Director
$0 $0 $0
D'VAUGHN HAYES MEMBER 1.00
Director
$0 $0 $0
ERIC OWEN CHAIR-ELECT 1.00
Officer Director
$0 $0 $0
JANET HARDY MEMBER 1.00
Director
$0 $0 $0
JILL QUADE MEMBER 1.00
Director
$0 $0 $0
JIM HERNJAK MEMBER 1.00
Director
$0 $0 $0
JJ CARMODY MEMBER 1.00
Director
$0 $0 $0
KIM HAYWORTH CHAIR 1.00
Officer Director
$0 $0 $0
KIMBERLY GUY MEMBER 1.00
Director
$0 $0 $0
NATHAN HIRSCH PAST CHAIR 1.00
Officer Director
$0 $0 $0
ROBBIE NEIHART SECRETARY 1.00
Officer Director
$0 $0 $0
TERRI BLEVINS MEMBER 1.00
Director
$0 $0 $0
TYLER NASH MEMBER 1.00
Director
$0 $0 $0
JIM IRWIN MEMBER 1.00
Director
$0 $0 $0
KIMBERLY LEWIS PRESIDENT AND CEO 40.00
Officer
$97,072 $9,335 $106,407
SONJA CLAYTON CFO 40.00
Officer
$39,919 $3,992 $43,911
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,637,980 $2,929,727 $6,413,810 $-291,747
2024 $5,292,274 $2,591,869 $6,828,152 $2,700,405
2023 $2,491,076 $2,469,171 $4,156,532 $21,905
2022 $2,629,330 $2,343,932 $4,144,562 $285,398
2021 $2,826,216 $2,500,109 $4,317,705 $326,107
2020 $2,196,325 $2,343,096 $3,891,977 $-146,771
2019 $1,904,712 $2,072,504 $3,843,260 $-167,792
Explore More Nonprofits
Top 100 Nonprofits in Montana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare UNITED WAY OF YELLOWSTONE COUNTY INC with other nonprofits in Montana and across the country.