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Community Development : United Ways

Northwest Montana United Way

Connecting The Community to Build A Brighter Tomorrow.

71.17

1203 Highway 2 West Suite 31
Kalispell, MT 59904
tel: (406) 752-7266   Web Site
EIN: 81-0304856

Board Leadership
Chris Parson
Board Chair

CEO
Roxanna Parker
Executive Director

Charity Navigator

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  Score
(out of 100) 		Rating
Overall Score & Rating 71.17
  Financial 82.89
  Accountability & Transparency 63.00
This rating was published 07/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?

Our United Way is a catalyst for meeting basic needs, helping children and youth succeed, strengthening and supporting families and individuals, building vital and safe communities, and promoting self sufficiency.

Our United Way is a catalyst for meeting basic needs, helping children and youth succeed, strengthening and supporting families and individuals, building vital and safe communities, and promoting self sufficiency.

Learn more about how we calculate the overall score and rating.

Financial

82.89

Accountability & Transparency

63.00

This rating was published 07/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 90.1%
  Administrative Expenses 6.1%
  Fundraising Expenses 3.7%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 0.23
  Program Expenses Growth -5.1%
  Liabilities to Assets 37.6%
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.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

REVENUE  
Contributions  
   Contributions, Gifts & Grants $606,166
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $606,166
   Program Service Revenue $0
Total Primary Revenue $606,166
   Other Revenue $426
TOTAL REVENUE $606,592
   
EXPENSES  
   Program Expenses $828,979
   Administrative Expenses $60,475
   Fundraising Expenses $23,223
TOTAL FUNCTIONAL EXPENSES $912,677
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-306,085
   
Net Assets $195,572

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.

Due to an error on this organization's Form 990, we are unable to display program information.

Within the last year, this charity had a CN Advisory removed. Read More

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 07/01/2021 71.17
2018-12 06/01/2020 82.75
2017-12 05/01/2019 81.02
2016-12 06/01/2018 82.90
2015-12 06/01/2017 83.82
2014-12 06/01/2016 81.17
 
CN 2.0
2013-12 08/01/2015 77.47
2012-12 07/01/2014 77.56
2011-12 02/01/2014 78.58
2011-12 10/01/2013 80.22

Historical CN Advisories

09/25/2018-05/18/2022: Moderate Concern Advisory

In accordance with our policy for removing CN Advisories, Charity Navigator removed the Moderate Concern CN Advisory for the Northwest Montana United Way on May 18, 2022, because the CN Advisory has been in place for more than a year (since September 25, 2018).

Charity Navigator had published a Moderate Concern CN Advisory on Northwest Montana United Way because we became aware of the following information in connection with this charity:

  • 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.

    • On March 9, 2020, The Flathead Beacon published an article titled, "United Way Settles Lawsuit Filed by Family-Service Provider." For more information, please see The Flathead Beacon article.

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
None reported -- This organization did not report a CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Northwest Montana United Way (MT) 71.17
United Way of Metropolitan Dallas (TX) 94.12
United Way of Brazoria County (TX) 96.66
United Way of Southwest Alabama (AL) 93.35
United Way of Lane County (OR) 94.69

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Northwest Montana United Way
1203 Highway 2 West
Suite 31
Kalispell, MT 59904
tel: (406) 752-7266
fax: (406) 755-7266
EIN: 81-0304856

Mail donations to:
P.O. Box 7217
Kalispell, MT 59904

Visit Web Site

Board Leadership

Chris Parson
Board Chair

CEO

Roxanna Parker
Executive Director

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