2024-01-16T10:07:43-06:00 2022-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC 3060 CABERNET DR STE 2 HELENA MT 59601 990 2021-07-01 816017354 UNITED WAY OF THE LEWIS AND CLARK AREA INC UNIT 4064424360 75 EAST LYNDALE HELENA MT 59601 RYAN FETHERSTON BOARD CHAIR 4064424360 2024-01-16 1 RYAN FETHERSTON 999009999 ALEX L SCHILLINGER CPA P01699401 4064426901 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X RYAN FETHERSTON 75 EAST LYNDALE HELENA MT 59601 713410 0 X WWW.UNITEDWAYLCA.ORG X 1966 MT UNITING RESOURCES, ORGANIZATIONS, AND PEOPLE TO TRANSFORM OUR COMMUNITY FOR GOOD. 11 11 5 283 0 0 771953 620404 32772 1072 26056 82052 4666 9882 835447 713410 392246 371860 0 0 267216 214652 0 0 83129 144450 71788 803912 658300 31535 55110 1221706 1227528 245234 331028 976472 896500 INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER IN OUR COMMUNITY. 0 0 98500 68267 1824 DONOR DESIGNATED CONTRIBUTIONS PAYABLE TO MEMBER AND NON-MEMBER CHARITABLE ORGANIZATIONS. 438044 303593 8113 AMOUNTS PAYABLE TO NON-MEMBER CHARITABLE ORGANIZATIONS OF DONOR DESIGNATED AND DEEMED DESIGNATED CONTRIBUTIONS THROUGH THE STATE EMPLOYEES CHARITABLE GIVING CAMPAIGN. 536544 1 1 0 0 0 0 0 0 0 1 1 1 0 1 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 0 0 5 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X EMILY MCVEY 4064424360 75 EAST LYNDALE HELENA MT 59601 ANGELA MURDO TREASURER 1.00 X X 0 0 0 SARAH BOND DIRECTOR 1.00 X 0 0 0 RYAN FETHERSTON DIRECTOR 1.00 X 0 0 0 CHRIS HUNTER DIRECTOR 1.00 X 0 0 0 STEVE ROCK PRESIDENT 1.00 X X 0 0 0 LEXIE BASS DIRECTOR 1.00 X 0 0 0 ANDY FJESETH DIRECTOR 1.00 X 0 0 0 RILEY KURTZ VICE PRESIDENT 1.00 X 0 0 0 WHITNEY DORR DIRECTOR 1.00 X 0 0 0 AMY EMMERT DIRECTOR 1.00 X 0 0 0 KENNETH VARNS DIRECTOR 1.00 X 0 0 0 EMILY MCVEY EXECUTIVE DIRECTOR 40.00 X 65000 0 7591 65000 0 7591 0 0 0 0 0 620404 620404 DONOR DESIGNATION FEE 900099 2442 2442 ADMINISTRATIVE FEES 900099 -1370 -1370 1072 15199 15199 1017 0 1017 1017 1017 66853 0 66853 66853 66853 MISC. INCOME 900099 8865 8865 8865 713410 9937 0 83069 371860 371860 73856 44314 7386 22156 103492 62095 10349 31048 24416 14649 2442 7325 12888 7732 1289 3867 16378 8338 2881 5159 10485 5338 1844 3303 2552 1299 449 804 3336 1700 587 1049 4307 2192 758 1357 11238 5721 1977 3540 3999 2036 703 1260 SOFTWARE AND EQUIPMENT 7006 3567 1232 2207 DUES & SUBSCRIPTIONS 5685 1421 4264 0 COMMUNITY IMPACT 4088 3475 613 0 MISCELLANEOUS 1570 420 1150 0 1144 387 703 54 658300 536544 38627 83129 105640 129877 187614 183539 83062 50572 548 0 280269 146268 145239 134001 513775 451203 185828 278336 1221706 1227528 24798 25091 220436 305937 245234 331028 X 809563 773286 166909 123214 976472 896500 1221706 1227528 55110 -135082 0 X X 0 1 X 1 0 X 761441 652942 497196 336399 315273 2563251 761441 652942 497196 336399 315273 2563251 206841 2356410 24678 29480 2495 126473 -53030 130096 6379 7600 185445 149510 38560 387494 3080841 162668 0.76490 0.79090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66150 -4745 2615 818 57972 53881 15511 2499 743 66150 55817 1256 2512 680 53881 56880 2124 2500 687 55817 55867 4225 2493 719 56880 0.66000 0.34000 1 0 51712 51712 225612 143323 82289 2945 2945 0 0 134001 INVESTMENTS 451203 F 451203 BEN. INTEREST IN MT COMM FDN 57972 STATE AND FEDERAL CAMPAIGN DEPOSIT ACCOUNTS 220364 278336 DONOR DESIGNATIONS PAYABLE 85573 STATE AND FEDERAL CAMPAIGN DEPOSIT ACCOUNTS 220364 305937 302892 -129519 28157 -5563 -106925 409817 303593 303593 713410 382864 28157 28157 354707 303593 303593 658300 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUST -5,563. PART XI, LINE 4B - OTHER ADJUSTMENTS: STATE CAMPAIGN 303,593. PART XII, LINE 4B - OTHER ADJUSTMENTS: STATE CAMPAIGN 303,593. 1 PART I, LINE 2: THE ALLOCATION OF FUNDS TO AGENCIES IS REGULATED BY THE ALLOCATIONS POLICIES AND PROCEDURES MANUAL WHICH DESCRIBES THE ALLOCATION PROCESS. THE ORGANIZATION ALSO HAS ON FILE THE RECOMMENDATION OF THE DIFFERENT ALLOCATIONS THAT ARE PART OF THE RECOMMENDATIONS MADE BY THE ALLOCATIONS PANEL CHAIRS TO THE BOARD AT THEIR MAY MEETING EACH YEAR. ONCE APPROVED BY THE BOARD, EACH OF THE AGENCIES RECEIVES A LETTER DESCRIBING THE AMOUNT OF FUNDS THEY ARE SCHEDULED TO RECEIVE, WHETHER THE FUNDS ARE DESIGNATED OR UNDESIGNATED, THE ANNUAL/MONTHLY AMOUNT THEY ARE SCHEDULED TO RECEIVE FROM UNITED WAY AND WHETHER THEY MAY BE RECEIVING FUNDS FROM A THIRD PARTY PROCESSOR OTHER THAN OUR UNITED WAY. FORM 990, PART VI, SECTION A, LINE 6 THE IRS DETERMINATION LETTER SPECIFICALLY DESIGNATES THE UNITED WAY OF LEWIS AND CLARK AREA A MEMEBER ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION HAVE THE POWER TO VOTE OR ELECT MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO VOTE ON GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED FIRST BY THE EXECUTIVE DIRECTOR, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS MUST COMPLETE A NEW CONFLICT OF INTEREST POLICY STATEMENT WHEN JOINING THE BOARD AND ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ALL STAFF OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 2C THE FINANCIAL STATEMENT AUDIT IS THE REPSONIBILITY OF THE FINANCE COMMITTEE. THE BOARD OF DIRECTORS APPROVES THE FINAL AUDIT AT THE RECOMMENDATIONS OF THE FINANCE COMMITTEE.