United Way of Yellowstone County, Inc.
Meets Standards
Standards For Charity Accountability
Governance
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Board Oversight
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Board Size
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Board Meetings
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Board Compensation
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Conflict of Interest
Measuring Effectiveness
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Effectiveness Policy
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Effectiveness Report
Finances
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Program Expenses
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Fundraising Expenses
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Accumulating Funds
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Audit Report
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Detailed Expense Breakdown
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Accurate Expense Reporting
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Budget Plan
Fundraising & Info
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Truthful Materials
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Annual Report
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Website Disclosures
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Donor Privacy
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Cause Marketing Disclosures
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Complaints
United Way of Yellowstone County, Inc. meets the 20 Standards for Charity Accountability.
Stated Purpose:
“to improve lives by mobilizing the caring power of our community.”
Year, State Incorporated:
1961, MT
United Way of Yellowstone County (UW Yellowstone) reports it provides leadership to mobilize people and financial and strategic resources to improve lives in south central Montana. The organization runs and financially supports programs focused on crisis stabilization, school readiness and success, and civic engagement. UW Yellowstone facilitates Montana 2-1-1 which connects community resources, services, and assistance to those in need. The organization also runs Best Beginnings, which provides learning resources and books to children until pre-K. In 2022, UW Yellowstone reports it invested $247,500 to 10 area agencies, distributed 5,573 books to families in the county, and supported 2,948 individuals through 2-1-1.
For the year ended June 30, 2023, United Way of Yellowstone County, Inc.'s program expenses were:
| Community response expenses | $2,180,260 |
| Total Program Expenses | $2,180,260 |
Chief Executive
Kim Lewis, President and Chief Executive Officer
Compensation*
$90,407
Chair of the Board
Nathan Hirsch
Chair's Profession / Business Affiliation
Commerical Relationship Manager, First Interstate Bank
Board Size
16
Paid Staff Size
35
*As reported by the organization.
Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Planned giving arrangements
Fundraising costs were 10% of related contributions. (Related contributions, which totaled $1,600,857, are donations received as a result of fundraising activities.)
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
The following information is based on United Way of Yellowstone County, Inc.'s audited financial statements for the year ended June 30, 2023.
Source of Funds
| Grants | $997,021 |
| CARE Academy income, net | $811,040 |
| Campaign pledge contributions | $588,836 |
| Investment income, net | $191,466 |
| Other income | $16,337 |
| Endowment contributions | $15,000 |
| Change in value of split-interest agreements | $-1,886 |
| Total Income | $2,617,814 |
Programs: 89% Fundraising: 6% Administrative: 5%
| Total Income | $2,617,814 |
| Total expenses: | $2,452,249 |
| Program expenses | $2,180,260 |
| Fundraising expenses | $153,486 |
| Administrative expenses | $118,503 |
| Other expenses | $0 |
| Income in Excess of Expenses | $165,565 |
| Beginning Net Assets | $3,262,018 |
| Other Changes In Net Assets | $0 |
| Ending Net Assets | $3,427,583 |
| Total Liabilities | $728,949 |
| Total Assets | $4,156,532 |
An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.
This report is not to be used for fundraising or promotional purposes.
RELATED CONTENT
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Meets Standards
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Standards Not Met
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Did Not Disclose
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Review in Progress
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Unable to Verify
Report completed by:
BBB Wise Giving Alliance