UNITED WAY OF MISSOULA COUNTY

EIN: 810287854 501(c)(3) Philanthropy & Grantmaking

MISSOULA, MT

Total Revenue
$1,771,468
Total Expenses
$1,622,900
Total Assets
$2,495,444
Net Assets
$1,971,210
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Financial Trends

Organization Details

Formation Year
1931
Legal Domicile
MT
Principal Officer
SUSAN HAY CRAMER
Phone
4065496104
Tax Period
2024-01-01 to 2024-12-31

UNITED WAY OF MISSOULA COUNTY, founded in 1931, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 8% surplus.

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 Service Accomplishments

Program 1
Expenses: $1,323,748

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...

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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.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,637,472
Program Service Revenue $0
Investment Income $133,996
Other Revenue $0
TOTAL REVENUE $1,771,468

Expense Breakdown

Grants Paid $9,006
Salaries & Benefits $716,589
Fundraising Expenses $144,645
Program Expenses $1,323,748
Other Expenses $897,305
TOTAL EXPENSES $1,622,900

Year-over-Year Comparison

2024 2023 Change
Revenue $1,771,468 $1,561,520 +0.1%
Expenses $1,622,900 $1,417,880 +0.1%
Net Income $148,568 $143,640 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
13
Volunteers
132

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
5
$177,138
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN HAY PATRICK CEO 40.00
Officer
$103,073 $2,061 $105,134
GABRIELLE SATHER-OLSON DIR OF OPERATIO 40.00
Officer
$63,384 $8,620 $72,004
DEBORAH COLBY BOARD MEMBER 1.00
Director
$0 $0 $0
CAREY CONOVER BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT HAMILTON BOARD MEMBER 1.00
Director
$0 $0 $0
JANELLE MOREHOUSE BOARD MEMBER 1.00
Director
$0 $0 $0
MURRAY PIERCE BOARD MEMBER 1.00
Director
$0 $0 $0
RANDY RILEY President 1.00
Officer Director
$0 $0 $0
TODD RAHR BOARD MEMBER 1.00
Director
$0 $0 $0
KATIE STEVENS Vice President 1.00
Officer Director
$0 $0 $0
JIM STRAUSS Treasurer 1.00
Officer Director
$0 $0 $0
JORDAN PALESSI BOARD MEMBER 1.00
Director
$0 $0 $0
MATT MUHSAM BOARD MEMBER 1.00
Director
$0 $0 $0
DAMIAN CHASE-BEGAY BOARD MEMBER 1.00
Director
$0 $0 $0
ZANE WEBER BOARD MEMBER 1.00
Director
$0 $0 $0
LIZ DAVIES BOARD MEMBER 1.00
Director
$0 $0 $0
MALLORY KOULA BOARD MEMBER 1.00
Director
$0 $0 $0
AMY SHATTUCK BOARD MEMBER 1.00
Director
$0 $0 $0
MARTIN ROGERS BOARD MEMBER 1.00
$0 $0 $0
YVETTE HEINTZ BOARD MEMBER 1.00
$0 $0 $0
PHIL VAN TASSEL BOARD MEMBER 1.00
$0 $0 $0
MIKE NUGENT Past President 1.00
$0 $0 $0
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
2024 $1,771,468 $1,622,900 $2,495,444 $148,568
2023 $1,561,520 $1,417,880 $2,480,173 $143,640
2022 $1,183,954 $1,431,407 $2,057,419 $-247,453
2021 $1,518,780 $1,382,209 $2,822,821 $136,571
2020 $1,748,995 $1,293,337 $2,317,980 $455,658
2019 $912,013 $882,706 $1,777,363 $29,307
2018 $858,677 $825,751 $1,691,714 $32,926
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