Nonprofit · EIN 81-0384820
GREATER GALLATIN UNITED WAY INC
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,251,468 | $2,622,281 | $629,187 | $2,049,604 | $385,682 | $1,663,922 |
| June 30, 2024 | 990 (amended) | $2,442,295 | $2,409,112 | $33,183 | $1,396,904 | $418,731 | $978,173 |
| June 30, 2023 | 990 | $4,276,331 | $5,028,805 | -$752,474 | $1,126,045 | $242,246 | $883,799 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,847,351
- of which government grants
- $697,316
- Program service revenue
- $1,338,019
- Investment income
- $48,370
- Net income from fundraising events
- $1,810
- Other revenue
- $17,728
Expenses
- Grants and similar amounts paid
- $356,999
- Compensation of officers, directors and key employees
- $156,986
- Other salaries and wages
- $1,103,669
- Salaries, compensation and benefits (total)
- $1,474,201
- Professional fundraising fees
- $0
- Accounting fees
- $48,587
- Occupancy
- $91,229
- Travel
- $45,367
- Depreciation
- $2,423
- Program services (functional)
- $2,264,920
- Management and general (functional)
- $182,579
- Fundraising (functional)
- $174,782
Balance sheet and other
- Total assets, start of year
- $1,396,904
- Total assets, end of year
- $2,049,604
- Total liabilities, end of year
- $385,682
- Net assets, end of year
- $1,663,922
- Land, buildings and equipment
- $3,635
- Publicly traded securities
- $1,047,003
- Net assets without donor restrictions
- $383,275
- Net assets with donor restrictions
- $1,280,647
- Gross receipts
- $3,321,017
- Employees
- 143
- Volunteers
- 231
- Year formed
- 1978
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY HALL | CEO Officer | 40 | $144,615 | $11,187 |
| DR KATHRYN BERTANY | Director Trustee or director | 1 | $0 | $0 |
| TYLER WHEELER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GEORGE HADDENHORST | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| LINDA GALE | Chair Trustee or director, Officer | 2 | $0 | $0 |
| JOE CLEVELAND | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| AMY KANUCH | Director Trustee or director | 1 | $0 | $0 |
| DOUG BABCOCK | Director Trustee or director | 1 | $0 | $0 |
| SAM WORTHINGTON | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY HALL | CEO Officer | 40 | $133,204 | $5,149 |
| JILL RUSSELL | Director Trustee or director | 1 | $0 | $0 |
| TYLER WHEELER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GEORGE HADDENHORST | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| LINDA GALE | Chair Trustee or director, Officer | 2 | $0 | $0 |
| JOE CLEVELAND | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| AMY KANUCH | Director Trustee or director | 1 | $0 | $0 |
| DOUG BABCOCK | Director Trustee or director | 1 | $0 | $0 |
| CINDY SEASE | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY HALL | CEO Officer | 44 | $33,703 | $1,090 |
| GEORGE HADDENHORST | INTERIM CEO/DIR Trustee or director, Officer | 20 | $20,049 | $423 |
| JACKI MCGUIRE | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| TYLER WHEELER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LINDA GALE | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| JOE CLEVELAND | Director Trustee or director | 1 | $0 | $0 |
| AMY KANUCH | Director Trustee or director | 1 | $0 | $0 |
| DOUG BABCOCK | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| CINDY SEASE | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 945 TECHNOLOGY BLVD STE 102, BOZEMAN, MT 59718-6859
- Principal officer (990 for 2024)
- KIMBERLY HALL, 945 TECHNOLOGY BLVD 101F, BOZEMAN, MT 59718
- Signed the 990
- KIMBERLY HALL, CEO
- Phone
- (406) 587-2194
- Return prepared by
- Amatics CPA Group
Mission
The mission is to improve lives by mobilizing the caring power of our communities. We accomplish this mission through forging innovative partnerships, finding new solutions to old problems, cultivating the best resources, and by inspiring individuals to join the fight against our communities' most daunting challenges. Greater Gallatin United Way envisions local communities where all individuals and families achieve their full potential through education, income stability, and healthy living.
Program accomplishments
- Our work addresses the quality of life for the whole community, from babies to seniors.1. Community Investment/Impact: Funds raised in GGUW's annual fundraising campaign are invested into local partner programs aimed at combating poverty and supporting education and health initiatives.2. kidsLINK Out of School Time Care: A GGUW initiative that was established in 1997, the program is a fun, safe environment for K-8th graders that provides rich opportunities for learning, personal growth, and building relationships. GGUW provides before school, after school, summer care and break camps for children so parents can work. kidsLINK is the result of partnerships with school districts, MSU, libraries, non-profits and other local organizations and businesses.3. Dolly Parton Imagination Library(DPIL): GGUW launched DPIL in partnership with Dolly Partons foundation to provide free books to children to promote childhood early literacy skills-development and a love reading and learning. Children 0-4 years old may enroll and receive 1 book delivered to their mailbox each month; for children starting at birth they build a personal library of 60 books by the time they enter Kindergarten. GGUW promotes recruitment of the program for all children in Gallatin and Park Counties and raises funds for the costs of shipping the books to each child enrolled. 4. Child Connect: In 2025 Greater Gallatin United Way responded to the child care crisis by developing Child Connect. Child Connect includes advocacy for access to affordable high quality child care in our community. Futhermore, this includes a platform powered by Kinside that connects families with available child care spots. This initiative creates transparency for child care access while creating solutions to easily find and access providers.5. Volunteer Connections/Volunteermt.org: This GGUW initiative is to build volunteer engagement by providing a central resource for non-profit organizations to share quality volunteer opportunities with community members. The goals are to build the capacity for local volunteering, raise awareness of the value volunteers bring to our communities, and to mobilize volunteers to effectively and efficiently meet local needs.6. Earth Day Festival: GGUW serves as the fiscal sponsor for the Gallatin Valley Earth Day Festival Committee which aims to build on the 50-year legacy of Earth Day by promoting clean air, clean water, ans a healthier world and to inspire communities to be a part of the solution to the challenges and opportunities we face from a changing climate.7. Disaster Fund: In June 2022, Park County experienced extreme and unprecedented flooding causing catastrophic damage to the community, residential and businesses. On June 16, 2022 GGUW and Park County Community Foundation established the Southwest Montana Flood Relief Fund to support families, individuals, and businesses experiencing structural and financial devastation. From the inception of the fund through December 2023 over $3.1 million in donations have been received and $2.99 million has been paid out for direct assisstance to the flood victims or to agencies assiting those affected by the flood.GGUW operates with transparency and accountability throughout all its programming and operations and invests donations wisely and efficiently. To learn more, visit www.greatergallatinunitedway.org.Expenses $2,264,920 · grants $356,999 · revenue $1,338,019
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0384820
- 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
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,049,604
- Income (IRS master file)
- $3,321,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,251,468 | $2,622,281 | $2,049,604 | XML |
| 990 | June 2024 | $2,442,295 | $2,409,112 | $1,396,904 | XML |
| 990 | June 2023 | $4,276,331 | $5,028,805 | $1,126,045 | XML |
| 990 | June 2022 | $2,742,658 | $2,088,185 | $1,831,575 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 81-0384820).
Questions about GREATER GALLATIN UNITED WAY INC
- What is the EIN of GREATER GALLATIN UNITED WAY INC?
- The employer identification number (EIN) of GREATER GALLATIN UNITED WAY INC is 81-0384820.
- Is GREATER GALLATIN UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to GREATER GALLATIN UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GREATER GALLATIN UNITED WAY INC 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 GREATER GALLATIN UNITED WAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREATER GALLATIN UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GREATER GALLATIN UNITED WAY INC?
- The 990 for the year ended June 30, 2025 names KIMBERLY HALL.
- Who are the officers and directors of GREATER GALLATIN UNITED WAY INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $144,615 (KIMBERLY HALL, CEO).
- How much revenue does GREATER GALLATIN UNITED WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,251,468, expenses of $2,622,281 and total assets of $2,049,604 at year end.
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