United Way Of The Lewis And Clark Area
- Assets
- $1.2m
- Revenue
- $713.4k
- Investments
- $451.2k
- Employees
- 5
- Location
- Helena, MT
- Founding
- 10/1966
- Data as of
- 06/2022
- EIN
- 81-6017354
Organization Overview
United Way Of The Lewis And Clark Area is located in Helena, MT. The organization was established in 1966. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, United Way Of The Lewis And Clark Area employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of The Lewis And Clark Area is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, United Way Of The Lewis And Clark Area generated $713.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (6.8%) each year. All expenses for the organization totaled $658.3k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (7.4%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of The Lewis And Clark Area has awarded 242 individual grants totaling $2,580,726. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
UNITING RESOURCES, ORGANIZATIONS, AND PEOPLE TO TRANSFORM OUR COMMUNITY FOR GOOD.
Describe the Organization's Program Activity:
Part 3 - Line 4a
DONOR DESIGNATED CONTRIBUTIONS PAYABLE TO MEMBER AND NON-MEMBER CHARITABLE ORGANIZATIONS.
AMOUNTS PAYABLE TO NON-MEMBER CHARITABLE ORGANIZATIONS OF DONOR DESIGNATED AND DEEMED DESIGNATED CONTRIBUTIONS THROUGH THE STATE EMPLOYEES CHARITABLE GIVING CAMPAIGN.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Angela Murdo Treasurer | OfficerTrustee | 1 | $0 |
Sarah Bond Director | Trustee | 1 | $0 |
Ryan Fetherston Director | Trustee | 1 | $0 |
Chris Hunter Director | Trustee | 1 | $0 |
Steve Rock President | OfficerTrustee | 1 | $0 |
Lexie Bass Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $620,404 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $620,404 |
| Total Program Service Revenue | $1,072 |
| Investment income | $15,199 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $1,017 |
| Net Gain/Loss on Asset Sales | $66,853 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $713,410 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $371,860 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $73,856 |
| Compensation of current officers, directors, key employees. | $7,386 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $103,492 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $24,416 |
| Payroll taxes | $12,888 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $16,378 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $10,485 |
| Office expenses | $2,552 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $3,336 |
| Travel | $4,307 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $11,238 |
| Insurance | $3,999 |
| All other expenses | $1,144 |
| Total functional expenses | $658,300 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $129,877 |
| Savings and temporary cash investments | $183,539 |
| Pledges and grants receivable | $50,572 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $134,001 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $451,203 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $278,336 |
| Total assets | $1,227,528 |
| Accounts payable and accrued expenses | $25,091 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $305,937 |
| Total liabilities | $331,028 |
| Net assets without donor restrictions | $773,286 |
| Net assets with donor restrictions | $123,214 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,227,528 |
Grants Awarded
Over the last fiscal year, United Way Of The Lewis And Clark Area has awarded $42,768 in support to 26 organizations.
| Grant Recipient | Amount |
|---|---|
BIG BROTHERS BIG SISTERS OF HELENA PURPOSE: TO HELP CHILDREN IN NEED THROUGH PROFESSIONALLY SUPPORTED ONE TO ONE MENTORING RELATIONSHIPS. | $3,074 |
BROADWATER COUNTY DEVELOPMENT CORPORATION PURPOSE: TO PROMOTE THE PHYSICAL AND MENTAL WELL-BEING OF BROADWATER COUNTY RESIDENTS AND TO ASSIST WITH AND DEVELOP PROGRAMS THAT SERVE ALL AGES AND MAKE THE COMMUNITY A HEALTHIER PLACE IN WHICH TO LIVE | $360 |
CANCER SCREENING PROGRAM OF LEWIS & CLARK PURPOSE: TO PROVIDE CANCER SCREENINGS FOR ELIGIBLE APPLICANTS AT INTERVALS RECOMMENDED BY THE U.S. PREVENTIVE SERVICES TASK FORCE. | $342 |
CASA - ADVOCATES FOR CHILDREN PURPOSE: TO PROVIDE COURT APPOINTED GUARDIANS ON BEHALF OF ABUSED AND NEGLECTED CHILDREN. | $1,261 |
CAREER TRAINING INSTITUE PURPOSE: TO PROVIDE INDIVIDUALIZED SERVICES, INVALUABLE RESOURCES, AND INNOVATIVE OPPORTUNITIES FOR TRAINING, EMPLOYMENT, AND ENTERPRISE DEVELOPMENT, TO MEET THE CHANGING NEEDS OF OUR COMMUNITY. | $902 |
CATHOLIC SOCIAL SERVICES FOR MONTANA PURPOSE: TO PROVIDE FOR WORKS OF ADVOCACY, COMPASSION, PASTORAL OUTREACH, EDUCATION AND SOCIAL JUSTICE. | $3,002 |