UNITED WAY OF MISSOULA COUNTY (EIN 810287854) - Form 990 Financial Analysis & Trantor Score

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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

1931

Legal Domicile

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.

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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 $1,637,472

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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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

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

$177,138

Total Directors

Key Employees

Highest Compensated

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

UNITED WAY OF MISSOULA COUNTY