UNITED WAY OF YELLOWSTONE COUNTY I… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $300,001

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...

Program 2

DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES.

Program 3

Expenses: $2,157,720 Revenue: $1,013,871

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...

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.

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Trantor Score

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

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

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

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

$150,318

Total Directors

Key Employees

Highest Compensated

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

UNITED WAY OF YELLOWSTONE COUNTY INC