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Community Development : United Ways

CN Advisory: Moderate Concern

Northwest Montana United Way

three stars

81.02

P.O. Box 7217 Kalispell, MT 59904
tel: (406) 752-7266
EIN: 81-0304856

Board Leadership
Jim Oliverson
Chairperson

CEO
Sharon Stevens
Executive Director

CN CN CN LOW

CN CN CN HIGH

On September 6, 2018, The Daily Inter Lake published an article titled, "GATEWAY LOAN BACKER SUES UNITED WAY." For more information, please see The Daily Inter Lake article.

  • On October 10, 2019, The NonProfit Quarterly published an article titled, "Nonprofit Sues Over Ejection from United Way Fiscal Sponsorship." For more information, please see The NonProfit Quarterly article.


This charity has received a Moderate Concern Advisory due to an open or pending investigation regarding allegations of possible illegal activity, improper conduct, organizational mismanagement, or other matters of concern. Please note that this investigation has not concluded and that the allegations being investigated have not been confirmed by the U.S. legal system. Charity Navigator aims to provide donors and users with as much information as possible in order to make an informed giving decision. This advisory will be updated once we become aware that the investigation is completed. The views and opinions expressed here are those of the authors of sources used for the reported information, and not those of Charity Navigator. Charity Navigator is not responsible for the nature or content of the information presented through such external sources and websites. For more information on how or when we decide to publish a CN Advisory, please review our methodology.

  Score
(out of 100)
Rating
Overall Score & Rating 81.02 three stars
  Financial 84.63 three stars
  Accountability & Transparency 78.00 two stars
This rating was published 05/01/2019 and includes data from FY2017, the most recent 990 received at that time.

Fund raising for tax exempt agencies.

Fund raising for tax exempt agencies.

Impact Information

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Financial

three stars

84.63

Accountability & Transparency

two stars

78.00

This rating was published 05/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
84.9%
  Administrative Expenses 11.3%
  Fundraising Expenses 3.7%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 0.39
  Program Expenses Growth -5.8%
  Liabilities to Assets 23.3%
All data for Financial Performance Metrics calculations was provided by Northwest Montana United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Northwest Montana United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Northwest Montana United Way (MT) 81.02 three stars
United Way of Treasure Valley (ID) 95.15 four stars
United Way of Essex and West Hudson (NJ) 89.35 three stars
United Way of Midland County (MI) 91.66 four stars
United Way of York County, Pennsylvania (PA) 95.29 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $854,879
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $854,879
   Program Service Revenue $0
Total Primary Revenue $854,879
   Other Revenue $2,052
TOTAL REVENUE $856,931
   
EXPENSES  
   Program Expenses $681,039
   Administrative Expenses $40,532
   Fundraising Expenses $26,405
TOTAL FUNCTIONAL EXPENSES $747,976
   
Payments to Affiliates $0
Excess (or Deficit) for the year $108,955
   
Net Assets $562,369

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants and Allocations $633,536 93.0%
Gateway Community $41,628 6.1%
Give Local $5,875 0.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-12 05/01/2019 81.02 three stars
-- 09/25/2018 --Moderate Concern Advisory

On September 6, 2018, The Daily Inter Lake published an article titled, "GATEWAY LOAN BACKER SUES UNITED WAY." For more information, please see The Daily Inter Lake article.

2016-12 06/01/2018 82.90 three stars
2015-12 06/01/2017 83.82 three stars
2014-12 06/01/2016 81.17 three stars
 
CN 2.0
2013-12 08/01/2015 77.47 two stars
2012-12 07/01/2014 77.56 two stars
2011-12 02/01/2014 78.58 two stars
2011-12 10/01/2013 80.22 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 81-0304856
Name in IRS Master File NORTHWEST MONTANA UNITED WAY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
(927) Fundraising
(602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date December, 1969
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$32,160 4.29% Sharon Stevens Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Northwest Montana United Way (MT) 81.02 three stars
United Way of Bay County (MI) 90.51 four stars
United Way of Central Jersey (NJ) 96.74 four stars
United Way of Northwest Florida (FL) 90.77 four stars
United Way of Monongalia and Preston Counties (WV) 89.33 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

Northwest Montana United Way
P.O. Box 7217
Kalispell, MT 59904
tel: (406) 752-7266
fax: (406) 755-7266
EIN: 81-0304856


Board Leadership

Jim Oliverson
Chairperson

CEO

Sharon Stevens
Executive Director

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