Nonprofit · EIN 81-6017354
UNITED WAY OF THE LEWIS AND CLARK AREA
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2023 | 990 | $454,423 | $534,695 | -$80,272 | $855,086 | $70,225 | $784,861 |
| June 30, 2022 | 990 | $713,410 | $658,300 | $55,110 | $1,227,528 | $331,028 | $896,500 |
Financial details: 990 for the year ended June 30, 2023
Revenue
- Contributions, gifts and grants
- $399,260
- Program service revenue
- $16,346
- Investment income
- $17,114
- Net rental income
- $11,750
- Net gain from sales of assets
- $2,571
- Net income from fundraising events
- -$2,713
- Other revenue
- $21,703
Expenses
- Grants and similar amounts paid
- $157,744
- Other salaries and wages
- $183,991
- Salaries, compensation and benefits (total)
- $234,286
- Professional fundraising fees
- $0
- Accounting fees
- $35,120
- Occupancy
- $9,302
- Depreciation
- $11,066
- Program services (functional)
- $369,286
- Management and general (functional)
- $53,029
- Fundraising (functional)
- $112,380
Balance sheet and other
- Total assets, start of year
- $1,227,528
- Total assets, end of year
- $855,086
- Total liabilities, end of year
- $70,225
- Net assets, end of year
- $784,861
- Land, buildings and equipment
- $122,935
- Net assets without donor restrictions
- $707,198
- Net assets with donor restrictions
- $77,663
- Gross receipts
- $458,569
- Employees
- 9
- Volunteers
- 280
- Year formed
- 1966
- 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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WHITNEY FISHER DORR | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| KENNETH VARNS | DIRECTOR Trustee or director | 1 | $0 |
| RYAN FETHERSTON | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| SPENCER VAN METER | BOARD MEMBER Trustee or director | 1 | $0 |
| CAIT MCWILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| PAIGE O'NEIL | SECRETARY Trustee or director | 1 | $0 |
| JAMEY WATSON | BOARD MEMBER Trustee or director | 1 | $0 |
| ALLI VENTRI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2022: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMILY MCVEY | EXECUTIVE DIRECTOR Officer | 40 | $65,000 | $7,591 |
| ANGELA MURDO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SARAH BOND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN FETHERSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS HUNTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE ROCK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LEXIE BASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDY FJESETH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RILEY KURTZ | VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| WHITNEY DORR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY EMMERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH VARNS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 75 E LYNDALE AVE, HELENA, MT 59601-2918
- In care of
- % BRITTANY ROOCE
- Principal officer (990 for 2022)
- RYAN FETHERSTON, 451 SPENCER COART SUITE C-1 EAST, HELENA, MT 59635
- Signed the 990
- RYAN FETHERSTON, BOARD CHAIR
- Phone
- (406) 442-4360
- Website
- WWW.UNITEDWAYLCA.ORG
- Return prepared by
- MELLOR & ASSOCIATES PLLC
Mission
INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER IN OUR COMMUNITY.
Program accomplishments
- UNITED WAY OF THE LEWIS AND CLARK AREA OFFER A DONOR CHOICE LOCAL CAMPAIGN. DONORS CAN OPT TO DONATE TO ANY 501C3 OF THEIR CHOICE, INCLUDING OUR 30 OFFICIAL PARTNER AGENCIES.Expenses $222,387 · grants $12,565
- AMOUNTS PAYABLE TO NON-MEMBER CHARITABLE ORGANIZATIONS OF DONOR DESIGNATED AND DEEMED DESIGNATED CONTRIBUTIONS THROUGH THE STATE EMPLOYEES CHARITABLE GIVING CAMPAIGN.Expenses $146,899 · grants $145,179
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | Not on file |
IRS record
- EIN
- 81-6017354
- 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
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $855,086
- Income (IRS master file)
- $458,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2023 | $454,423 | $534,695 | $855,086 | XML |
| 990 | June 2022 | $713,410 | $658,300 | $1,227,528 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 81-6017354).
Questions about UNITED WAY OF THE LEWIS AND CLARK AREA
- What is the EIN of UNITED WAY OF THE LEWIS AND CLARK AREA?
- The employer identification number (EIN) of UNITED WAY OF THE LEWIS AND CLARK AREA is 81-6017354.
- Is UNITED WAY OF THE LEWIS AND CLARK AREA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to UNITED WAY OF THE LEWIS AND CLARK AREA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF THE LEWIS AND CLARK AREA 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 UNITED WAY OF THE LEWIS AND CLARK AREA 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 UNITED WAY OF THE LEWIS AND CLARK AREA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2023.
- Who is the principal officer of UNITED WAY OF THE LEWIS AND CLARK AREA?
- The 990 for the year ended June 30, 2023 names RYAN FETHERSTON.
- Who are the officers and directors of UNITED WAY OF THE LEWIS AND CLARK AREA?
- The 990 for the year ended June 30, 2023 lists 8 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF THE LEWIS AND CLARK AREA have?
- On its 990 for the year ended June 30, 2023 it reported revenue of $454,423, expenses of $534,695 and total assets of $855,086 at year end.
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