2025-04-04T02:30:00-05:00 2024-06-30 480567703 PINION LLC 402 N BROADWAY 4TH FLOOR BILLINGS MT 59101 990 2023-07-01 810287507 UNITED WAY OF YELLOWSTONE COUNTY INC UNIT 4062523839 2173 OVERLAND AVE BILLINGS MT 59102 KIMBERLY LEWIS PRESIDENT AND CEO 4062523839 2025-04-01 1 1 KENDRA MORAN P00814196 4062455136 2025-04-01 2023 2025-03-06 01:10:19Z KIMBERLY LEWIS 2173 OVERLAND AVE BILLINGS MT 59102 6167679 0 X WWW.UNITEDWAYYELLOWSTONE.ORG X 1961 MT TO ADDRESS THE NEEDS OF YELLOWSTONE COUNTY AND TO IMPROVE LIVES BY CONNECTING AND COLLABORATING FOR A THRIVING COMMUNITY. 17 17 77 1276 0 0 1600857 4061993 811040 821355 62842 394343 16337 14583 2491076 5292274 247500 250000 0 0 1070839 1287513 0 0 207075 1150832 1054356 2469171 2591869 21905 2700405 4156532 6828152 728949 741073 3427583 6087079 TO ADDRESS THE NEEDS OF YELLOWSTONE COUNTY AND TO IMPROVE LIVES BY CONNECTING AND COLLABORATING FOR A THRIVING COMMUNITY. 0 0 250000 250000 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. 1935747 835938 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. 2185747 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 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 CASEY KLEIN TREASURER 1.00 X X 0 0 0 CRAIG BURKE MEMBER 1.00 X 0 0 0 DR CHRIS OLSZEWSKI MEMBER 1.00 X 0 0 0 D'VAUGHN HAYES MEMBER 1.00 X 0 0 0 ERIC OWEN MEMBER 1.00 X 0 0 0 JESSE MCKEE 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 KIM HAYWORTH CHAIR ELECT 1.00 X 0 0 0 KIMBERLY GUY CAP 1.00 X 0 0 0 NATHAN HIRSCH CHAIR 1.00 X X 0 0 0 PETE BUCHANAN MEMBER 1.00 X 0 0 0 PETE PHILIPPI PAST CHAIR 1.00 X X 0 0 0 ROBBIE NEIHART MEMBER 1.00 X 0 0 0 SHAWN HINZ SECRETARY 1.00 X X 0 0 0 TERRI BLEVINS MEMBER 1.00 X 0 0 0 JIM HERNJAK MEMBER 1.00 X 0 0 0 KIMBERLY LEWIS PRESIDENT AND CEO 40.00 X 89315 0 8932 SONJA CLAYTON CFO 40.00 X 66950 0 4382 156265 0 13314 0 0 0 0 0 279028 3782965 4061993 OTHER INCOME 900099 821355 821355 821355 126210 126210 1143538 875405 268133 268133 268133 MISCELLANEOUS INCOME 900099 14583 14583 14583 5292274 835938 0 394343 250000 250000 156571 131520 10960 14091 858004 701625 66707 89672 272938 208622 27158 37158 16913 11903 3340 1670 17636 17636 55037 13484 13979 27574 1747 1031 292 424 43441 28537 9128 5776 30195 16815 10246 3134 19676 13292 4485 1899 34591 24214 6918 3459 17972 10632 5350 1990 CARE EXPENSES 170100 170100 SUBSTANCE ABUSE CONNECT 145392 145392 CONTINUUM OF CARE 136509 136509 MONTANNA 211 107640 107640 257507 214431 22848 20228 2591869 2185747 199047 207075 581259 319939 313177 2990280 116781 111002 5968 15980 25473 40094 1587686 420863 1168807 1166823 1912007 2150274 33060 33760 4156532 6828152 144112 204416 25000 29152 556454 506229 3383 1276 728949 741073 X 2895951 2926980 531632 3160099 3427583 6087079 4156532 6828152 2700405 -40909 0 X X 0 1 X 1 0 X 1517323 2111289 1791388 1600857 1561993 8582850 1517323 2111289 1791388 1600857 1561993 8582850 700178 7882672 37519 24144 49929 57661 126210 295463 622 16337 14583 31542 8909855 0.88470 0.92500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 194 2500000 3031632 1 1 1912007 1205273 -871546 45460 2200274 1827234 69898 118841 103966 1912007 2047035 117977 -337778 1827234 1589889 464762 -7616 2047035 1521949 428493 -360553 1589889 0.23000 0.77000 0 0 342047 342047 1120805 332857 787948 40300 3914 36386 84534 84092 442 1166823 CAPITAL LEASE OBLIGATIONS 7651 UNAMORTIZED DEBT ISSUANCE COST -6375 1276 5233729 -40909 -40909 5274638 17636 17636 5292274 2574233 0 2574233 17636 17636 2591869 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 BIG SKY SENIOR SERVICES 937 GRAND AVENUE BILLINGS MT 59102 810364919 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE BOYS & GIRLS CLUB OF YC-AFTER SCHOOL PROGRAM 505 ORCHARD LANE BILLINGS MT 59101 810308003 501(C)(3) 25000 0 PHILANTHROPIC PURPOSE FAMILY SERVICE INC 1824 1ST AVENUE NORTH PO BOX 1020 BILLINGS MT 59103 810232120 501(C)(3) 30000 0 PHILANTHROPIC PURPOSE TUMBLEWEED 505 NORTH 24TH STREET BILLINGS MT 59101 363343886 501(C)(3) 30000 0 PHILANTHROPIC PURPOSE YELLOWSTONE CASA PO BOX 688 BILLINGS MT 59103 481301287 501(C)(3) 30000 0 PHILANTHROPIC PURPOSE YOUNG FAMILIES EARLY HEAD START 1020 COOK PO BOX 51269 BILLINGS MT 59104 810422429 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE YWCA 909 WYOMING AVENUE BILLINGS MT 59101 810235415 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE AWARE 1050 S 2TH ST W STE 2 BILLINGS MT 59102 810360391 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE BILLINGS FAMILY YMCA INC 402 N 32ND ST BILLINGS MT 59101 810229386 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS-BACKPACK MEALS 415 N 30TH ST BILLINGS MT 59101 810452904 501(C)(3) 30000 0 PHILANTHROPIC PURPOSE EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS-READING ROCKS 415 N 30TH ST BILLINGS MT 59101 810452904 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE FRIENDS OF THE CHILDREN-EASTERN MONTANA 2613 VIRGINIA LN BILLINGS MT 59102 822604098 501(C)(3) 25000 0 PHILANTHROPIC PURPOSE VETERANS NAVIGATION NETWORK 2173 OVERLAND AVE BILLINGS MT 59102 843207666 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE YELLOWSTONE BOYS AND GIRLS RANCH 1732 S 72ND ST WEST BILLINGS MT 59106 810262019 501(C)(3) 10000 0 PHILANTHROPIC PURPOSE 13 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 XII, LINE 2C: THE FINANCE COMMITTEE HAS OVERSIGHT OVER THE AUDIT. THE BOARD HAS FINAL APPROVAL.