Nonprofit · EIN 81-0304856
NORTHWEST MONTANA UNITED WAY
Tax-exempt · KALISPELL, MT 59901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $184,083 | $426,538 | -$242,455 | $300,745 | $8,082 | $292,663 |
| December 31, 2023 | 990 | $332,083 | $355,036 | -$22,953 | $551,291 | $16,173 | $535,118 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $182,465
- Program service revenue
- $0
- Investment income
- $1,618
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $230,738
- Compensation of officers, directors and key employees
- $41,600
- Other salaries and wages
- $28,811
- Salaries, compensation and benefits (total)
- $75,186
- Professional fundraising fees
- $0
- Occupancy
- $17,110
- Depreciation
- $3,903
- Program services (functional)
- $389,766
- Management and general (functional)
- $14,434
- Fundraising (functional)
- $22,338
Balance sheet and other
- Total assets, start of year
- $551,291
- Total assets, end of year
- $300,745
- Total liabilities, end of year
- $8,082
- Net assets, end of year
- $292,663
- Land, buildings and equipment
- $7,116
- Net assets without donor restrictions
- $104,096
- Net assets with donor restrictions
- $188,567
- Gross receipts
- $184,083
- Employees
- 2
- Volunteers
- 36
- Year formed
- 1969
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODIE CROSS | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $41,600 |
| TAMARA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN GOROSKI | DIRECTOR Trustee or director | 1 | $0 |
| JOHN STOBIE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JON TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| BRYCE WILSON | DIRECTOR Trustee or director | 1 | $0 |
| TYLER HODGES | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER JOHNSON | TREASURER Trustee or director, Officer | 1 | $0 |
| ALISON SCHMALTZ | DIRECTOR Trustee or director | 1 | $0 |
| ROXANNA PARKER | PRESIDENT Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODIE CROSS | EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $29,600 |
| CHRIS PARSON | DIRECTOR Trustee or director | 1 | $0 |
| JOHN GOROSKI | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LIZ ENGLISH | DIRECTOR Trustee or director | 1 | $0 |
| JOHN STOBIE | DIRECTOR Trustee or director | 1 | $0 |
| HEIDI ESCALANTE | DIRECTOR Trustee or director | 1 | $0 |
| HEIDI HICKETHIER | DIRECTOR Trustee or director | 1 | $0 |
| TYLER HODGES | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER JOHNSON | TREASURER Trustee or director, Officer | 1 | $0 |
| TAMARA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| ALISON SCHMALTZ | DIRECTOR Trustee or director | 1 | $0 |
| KIETH VALENTINE | DIRECTOR Trustee or director | 1 | $0 |
| JEREMY ASHBY | DIRECTOR Trustee or director | 1 | $0 |
| ROXANNA PARKER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ROXANNA PARKER | PRESIDENT Officer | 40 | $0 |
| NICHOLE STEWARD | EXECUTIVE DIRECTOR Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1203 US HIGHWAY 2 W STE 52, KALISPELL, MT 59901-6099
- In care of
- % SHERRY STEVENS
- Principal officer (990 for 2024)
- JODIE CROSS, 1203 US HWY 2 WEST STE 52, KALISPELL, MT 59901
- Signed the 990
- JODIE CROSS, EXECUTIVE DIRECTOR
- Phone
- (406) 752-7266
- Website
- WWW.UNITEDWAYCARES.COM
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENSPC
Mission
NORTHWEST MONTANA UNITED WAY MOBILIZES THE CARING POWER OF OUR COMMUNITIES TO ADVANCE THE EDUCATION, HEALTH AND FINANCIAL STABILITY OF THOSE WE SERVE.
Program accomplishments
- CHANGING LIVES, GIVING HOPE AND LIVING UNITED. IN THE CURRENT YEAR, 36 VOLUNTEERS DONATED 1,110.5 HOURS OF SERVICE. SOME OF THE PRIMARY PROJECTS THIS UNITED WAY IS INVOLVED WITH INCLUDE:AARP FREE TAX PROGRAMCAREER CLOSETVOLUNTEER COORDINATIONCOMMUNITY CONFERENCE ROOMSINFORMATION AND REFERRAL LINE - 211HOMELESS RELOCATION, SUPPLIES AND, SUPPORTUNITED WAY VOLUNTEER CENTERBIG SKY MANOR PROJECTCENTRE COURT MANOR PROJECTGLACIER STATE APARTMENTS PROJECTSENTINNEL VILLAGE APARTMENT PROJECTDISASTER CARE SERVICESGATEWAY COMMUNITY CENTERGIFTS IN KIND PROGRAMLEADERS OF TOMORROWAS WELL AS MANY MORE SMALL PROJECTS.Expenses $389,766 · grants $230,738
- THE GATEWAY COMMUNITY CENTER PROJECT INVOLVED 36 VOLUNTEERS DONATING 1,110.5 HOURS OF SERVICE. THE GATEWAY COMMUNITY CENTER SUPPORTS 23 RESIDENT AGENCIES AND OVER 100 COMMUNITY BASED NONPROFIT ORGANIZATIONS AND OTHER ORGANIZATIONS
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0304856
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $300,745
- Income (IRS master file)
- $184,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $184,083 | $426,538 | $300,745 | IRS |
| 990 | December 2023 | $332,083 | $355,036 | $551,291 | XML |
| 990 | December 2022 | $453,016 | $247,658 | $577,328 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0304856).
Questions about NORTHWEST MONTANA UNITED WAY
- What is the EIN of NORTHWEST MONTANA UNITED WAY?
- The employer identification number (EIN) of NORTHWEST MONTANA UNITED WAY is 81-0304856.
- Is NORTHWEST MONTANA UNITED WAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to NORTHWEST MONTANA UNITED WAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHWEST MONTANA UNITED WAY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHWEST MONTANA UNITED WAY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHWEST MONTANA UNITED WAY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTHWEST MONTANA UNITED WAY?
- The 990 for the year ended December 31, 2024 names JODIE CROSS.
- Who are the officers and directors of NORTHWEST MONTANA UNITED WAY?
- The 990 for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $41,600 (JODIE CROSS, EXECUTIVE DIRECTOR).
- How much revenue does NORTHWEST MONTANA UNITED WAY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $184,083, expenses of $426,538 and total assets of $300,745 at year end.
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All nonprofits in KALISPELL · Montana · Philanthropy, voluntarism and grantmaking foundations