NORTHWEST MONTANA UNITED WAY INC

EIN: 810304856 501(c)(3) Philanthropy & Grantmaking

KALISPELL, MT

Total Revenue
$332,083
Total Expenses
$355,036
Total Assets
$551,291
Net Assets
$535,118
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
MT
Principal Officer
JODIE CROSS
Phone
4067527266
Tax Period
2023-01-01 to 2023-12-31

NORTHWEST MONTANA UNITED WAY INC, founded in 1969, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $332K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

CONNECTING THE COMMUNITY TO BUILD A BRIGHTER TOMORROW.

Program Service Accomplishments

Program 1
Expenses: $312,581

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...

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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.

Program 2

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...

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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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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $326,490
Program Service Revenue $4,260
Investment Income $1,333
Other Revenue $0
TOTAL REVENUE $332,083

Expense Breakdown

Grants Paid $149,368
Salaries & Benefits $69,375
Fundraising Expenses $11,290
Program Expenses $312,581
Other Expenses $136,293
TOTAL EXPENSES $355,036

Year-over-Year Comparison

2023 2022 Change
Revenue $332,083 $453,016 -0.3%
Expenses $355,036 $247,658 +0.4%
Net Income $-22,953 $205,358 -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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Governance

Voting Members
13
Independent Members
13
Employees
3
Volunteers
N/A

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
6
$29,600
Total Directors
14
$29,600
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRIS PARSON DIRECTOR 1.00
Director
$0 $0 $0
JODIE CROSS EXECUTIVE DIRECTOR 1.00
Officer Director
$29,600 $0 $29,600
JOHN GOROSKI VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
LIZ ENGLISH DIRECTOR 1.00
Director
$0 $0 $0
JOHN STOBIE DIRECTOR 1.00
Director
$0 $0 $0
HEIDI ESCALANTE DIRECTOR 1.00
Director
$0 $0 $0
HEIDI HICKETHIER DIRECTOR 1.00
Director
$0 $0 $0
TYLER HODGES DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER JOHNSON TREASURER 1.00
Officer Director
$0 $0 $0
TAMARA WILLIAMS DIRECTOR 1.00
Director
$0 $0 $0
ALISON SCHMALTZ DIRECTOR 1.00
Director
$0 $0 $0
KIETH VALENTINE DIRECTOR 1.00
Director
$0 $0 $0
JEREMY ASHBY DIRECTOR 1.00
Director
$0 $0 $0
ROXANNA PARKER PRESIDENT 1.00
Officer Director
$0 $0 $0
ROXANNA PARKER PRESIDENT 40.00
Officer
$0 $0 $0
NICHOLE STEWARD EXECUTIVE DIRECTOR 40.00
Officer
$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 No data No data No data No data
2023 $332,083 $355,036 $551,291 $-22,953
2022 $453,016 $247,658 $577,328 $205,358
2021 $307,438 $251,812 $389,126 $55,626
2020 $594,755 $484,813 $352,771 $109,942
2019 $606,592 $912,677 $313,751 $-306,085
2018 $775,392 $836,104 $628,837 $-60,712
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