2024-04-09T13:24:10-05:00 2023-06-30 480567703 PINION LLC 402 N BROADWAY 4TH FLOOR BILLINGS MT 59101 990 2022-07-01 810287507 UNITED WAY OF YELLOWSTONE COUNTY INC UNIT 4062523839 2173 OVERLAND AVE BILLINGS MT 59102 KIMBERLY LEWIS PRESIDENT AND CEO 4062523839 2024-04-08 1 KIMBERLY LEWIS 999009999 1 KENDRA MORAN P00814196 4062455136 2024-04-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY LEWIS 2173 OVERLAND AVE BILLINGS MT 59102 2496257 0 X WWW.UNITEDWAYYELLOWSTONE.ORG X 1961 MT TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 14 14 65 839 0 0 1791388 1600857 766098 811040 71182 62842 662 16337 2629330 2491076 247501 247500 0 0 994124 1070839 0 0 153486 1102307 1150832 2343932 2469171 285398 21905 4144562 4156532 882544 728949 3262018 3427583 THE UNITED WAY OF YELLOWSTONE COUNTY IS A COMMUNITY-BUILDING ORGANIZATION. WE PROVIDE LEADERSHIP TO EFFECTIVELY MOBILIZE PEOPLE, FINANCIAL, AND STRATEGIC RESOURCES TO IMPROVE PEOPLE'S LIVES. WE IDENTIFY AND ADDRESS PRIORTY NEEDS AND PROVIDE SOLUTIONS. 0 0 247500 247500 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 I OF ALLOCATIONS FOR A LIST OF AGENCIES RECEIVING SUPPORT DURING THE FISCAL YEAR. DONOR DESIGNATIONS - UNITED WAY OF YELLOWSTONE COUNTY PROVIDES AN ADMINISTRATIVE CONDUIT FOR DONORS TO DESIGNATE CONTRIBUTIONS TO SPECIFIC AGENCIES. 1932760 827377 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, GRADUATION MATTERS, SUBSTANCE ABUSE CONNECT, BEST BEGINNINGS, CONTINUUM OF CARE, CARE ACADEMY AND VOLUNTEER ENGAGEMENT. 2180260 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4062523839 2173 OVERLAND AVE BILLINGS MT 59102 PETE PHILIPPI CHAIR 1.00 X X 0 0 0 NATHAN HIRSCH CHAIR ELECT 1.00 X X 0 0 0 KATIE EDWARDS PAST CHAIR 1.00 X X 0 0 0 CASEY KLEIN TREASURER 1.00 X X 0 0 0 SHAWN HINZ SECRETARY 1.00 X X 0 0 0 KIM HAYWORTH MEMBER 1.00 X 0 0 0 PETE BUCHANAN MEMBER 1.00 X 0 0 0 CRAIG BURKE MEMBER 1.00 X 0 0 0 DR CHRIS OLSZEWSKI MEMBER 1.00 X 0 0 0 THERESA HINZ MEMBER 1.00 X 0 0 0 ROBBIE NEIHART MEMBER 1.00 X 0 0 0 JILL QUADE MEMBER 1.00 X 0 0 0 JIM IRWIN MEMBER 1.00 X 0 0 0 KIMBERLY GUY MEMBER 1.00 X 0 0 0 KIMBERLY LEWIS PRESIDENT AND CEO 40.00 X 91158 0 9127 SONJA CLAYTON CFO 40.00 X 45956 0 0 137114 0 9127 0 0 0 0 0 997021 603836 1600857 OTHER INCOME 900099 811040 811040 811040 57661 57661 10362 5181 5181 5181 5181 MISCELLANEOUS INCOME 900099 16337 16337 16337 2491076 827377 0 62842 247500 247500 155356 130499 10875 13982 714634 639374 30196 45064 200849 161777 19878 19194 16402 11489 3275 1638 16922 16922 25253 10975 1262 13016 6713 4573 1307 833 55886 45396 5330 5160 28429 19900 5686 2843 204 204 204 143 41 20 22476 15733 4495 2248 34729 24310 6946 3473 11170 7819 2234 1117 CONTINUUM OF CARE 308916 308916 EFSP EXPENSE 207626 207626 CARE EXPENSES 127434 127394 27 13 SUBSTANCE ABUSE CONNECT 102227 102227 186241 114405 26951 44885 2469171 2180260 135425 153486 384074 581259 411543 313177 278043 116781 4625 5968 24428 25473 1555079 386272 1192747 1168807 1827234 1912007 21868 33060 4144562 4156532 133350 144112 131812 25000 604981 556454 12401 3383 882544 728949 X 2737658 2895951 524360 531632 3262018 3427583 4144562 4156532 X 21905 145546 -1886 X X 0 1 X 1 0 X 1215034 1517323 2111289 1791388 1600857 8235891 1215034 1517323 2111289 1791388 1600857 8235891 381749 7854142 68968 37519 24144 49929 57661 238221 622 16337 16959 8491071 0.92500 0.93550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 192 10000 531632 1 1 642055 15000 -1886 103966 551203 617079 24976 642055 615912 1167 617079 603644 12268 615912 1406612 19538 1915 817500 6921 603644 0.04000 0.96000 0 0 342047 342047 1120805 303754 817051 10788 1079 9709 81439 81439 0 1168807 CAPITAL LEASE OBLIGATIONS 9552 UNAMORTIZED DEBT ISSUANCE COST -7125 AGENCY FUNDS PAYABLE 956 3383 2617814 145546 -1886 143660 2474154 16922 16922 2491076 2452249 0 2452249 16922 16922 2469171 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENT PART V, LINE 1E: TO BE IN COMPLIANCE WITH THE REPORTING REQUIREMENTS OF ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES, THE PRESENTATION OF THE ENDOWMENT PORTION OF THE INVESTMENTS HAS CHANGED. THE $817,500 OF "OTHER EXPENDITURES" WERE NOT ACTUALLY SPENT OR TRANSFERRED, BUT RATHER RECLASSIFIED. FOR FINANCIAL REPORTING PURPOSES, THESE FUNDS ARE NOW INCLUDED IN NET ASSETS WITHOUT DONOR RESTRICTION AND ARE NOT PART OF THE ENDOWMENT, AS THEY ARE NEITHER DONOR RESTRICTED NOR BOARD DESIGNATED. PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUND THAT IS MADE AVAILABLE TO THE UNITED WAY BOARD OF DIRECTORS MAY BE USED AS FOLLOWS: 1) TO MEET UNANTICIPATED NEEDS AND EMERGING PROBLEMS THAT DEMAND AN EARLY RESPONSE THROUGH NEW OR EXISTING PROGRAMS REQUIRING A LEVEL OF FUNDING NOT AVAILABLE FROM THE ANNUAL CAMPAIGN; 2) TO MAINTAIN OR EXPAND SERVICE LEVELS DURING ECONOMIC DOWN CYCLES OR PERIODS OF INCREASED UNEMPLOYMENT OR PHYSICAL DISASTER WHICH REQUIRE ADDITIONAL HEALTH AND HUMAN SERVICES WHEN FINANCIAL RESOURCES ARE LIMITED; 3) TO SUPPORT UNITED WAY'S ROLE IN THE COMMUNITY AS A FACILITATOR TO FOCUS THE ATTENTION AND RESOURCES OF OTHER SECTORS ON HIGH PRIORITY PROBLEMS; 4) TO HELP ASSURE THE FINANCIAL STABILITY OF AGENCIES FACING UNUSUAL OR CATASTROPHIC FINANCIAL PROBLEMS THAT EXCEED THEIR OWN RESOURCES. 0 ADULT RESOURCE ALLIANCE MEALS ON WHEELS 1505 AVENUE D BILLINGS MT 59102 810364744 501(C)(3) 15000 0 KEEPING ADULTS 60+ INDEPENDENT AND INVOLVED. BIG SKY SENIOR SERVICES 937 GRAND AVENUE BILLINGS MT 59102 810364919 501(C)(3) 30000 0 FRIENDS VOLUNTEER PROGRAM BOYS & GIRLS CLUB OF YC-AFTER SCHOOL PROGRAM 505 ORCHARD LANE BILLINGS MT 59101 810308003 501(C)(3) 22500 0 PROJECT LEARN - YOUTH DEVELOPMENT DISTRICT 7 HRDC WHEELS TO WORK PO BOX 2016 BILLINGS MT 59103 810300207 501(C)(3) 18750 0 COMUNITY RESOURCES FAMILY SERVICE INC 1824 1ST AVENUE NORTH PO BOX 1020 BILLINGS MT 59103 810232120 501(C)(3) 22500 0 HELPING NEIGHBORS IN NEED/FINANCIAL STABILITY & INDEPENDENCE FRIENDSHIP HOUSE 3123 8TH AVENUE SOUTH BILLINGS MT 59101 810300497 501(C)(3) 37500 0 FRIENDSHIP YOUTH DEVELOPMENT PROGRAM TUMBLEWEED 505 NORTH 24TH STREET BILLINGS MT 59101 363343886 501(C)(3) 18750 0 ADVOCATES FOR ABUSED/NEGLECTED CHILDREN IN 13TH JUDICIAL DISTRICT YELLOWSTONE CASA PO BOX 688 BILLINGS MT 59103 481301287 501(C)(3) 33750 0 YOUTH DEVELOPMENT FOR LOW-INCOME PREGNANT WOMEN & FAMILIES YOUNG FAMILIES EARLY HEAD START 1020 COOK PO BOX 51269 BILLINGS MT 59104 810422429 501(C)(3) 11250 0 QUALITY, AFFORDABLE, FULL-DAY CHILD CARE ON A SLIDING SCALE YWCA 909 WYOMING AVENUE BILLINGS MT 59101 810235415 501(C)(3) 37500 0 TO FURTHER THE MISSION PROGRESS OF THE GRANTEE ORGANIZATION 10 PART I, LINE 2: INCOME FROM FEDERALLY FUNDED PROJECTS MUST BE ALLOWABLE BY THE FUNDING AGENCY AND USED IN ACCORDANCE WITH THE PROGRAM AGREEMENT AND FEDERAL GUIDELINES. SPECIFICALLY THIS INCOME MUST BE LIMITED TO ONE OR MORE OF THE FOLLOWING: FURTHERING THE ELIGIBLE PROJECT OR PROGRAM OBJECTIVES FINANCING THE NON-FEDERAL SHARE OF THE PROJECT OR PROGRAM DEDUCTING IT FROM THE TOTAL FEDERAL SHARE OF PROJECT OR PROGRAM ALLOWABLE COSTS. DISBURSEMENTS MUST BE SUPPORTED BY THE CHECK STUB, WHEN PAID BY CHECK, AND A COPY OF THE INVOICE OR APPROPRIATE DOCUMENTATION SUPPORTING THE DISBURSEMENT. ALL DISBURSEMENTS FOR GRANT PROGRAMS MUST BE ALLOWABLE UNDER THE GRANT AGREEMENT. ALL OF THESE DOCUMENTATIONS ARE MAINTAINED FOR 7 YEARS IN THE FILES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTE REVIEWS THE 990, WHICH IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C IF A CONFLICT OF INTEREST SITUATION ARISES, THE PARTIES INVOLVED ARE INTERVIEWED TO DETERMINE AN APPROPRIATE COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES PRESIDENT/CEO COMPENSATION BY COMPARING COMPENSATION FROM UNITED WAYS OF SIMILAR SIZE AND CURRENT LOCAL LABOR MARKET COMPENSATION. COMPENSATION FOR OTHER KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT/CEO, IN COMPARISON TO THE LOCAL LABOR MARKET FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND THE ANNUAL AUDIT ARE AVAILABLE ON UWYC WEBSITE. OTHER DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT -1,886. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE HAS OVERSIGHT OVER THE AUDIT. THE BOARD HAS FINAL APPROVAL.