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Community Development : United Ways

Greater Gallatin United Way

Focusing On the Big Picture

three stars

82.09

945 Technology Boulevard Suite 101F
Bozeman, MT 59718
tel: (406) 587-2194   Web Site
EIN: 81-0384820

Board Leadership
Shannon O'Hare
Chair of the Board

CEO
Danica Jamison
CEO & President

  Score
(out of 100)
Rating
Overall Score & Rating 82.09 three stars
  Financial 75.00 two stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/01/2020 and includes data from FY2019, the most recent 990 received at that time.

Great Gallatin United Way's mission is to improve lives by mobilizing the caring power of our communities. We facilitate giving, advocating and volunteering to meet local human service needs and lead and convene community members to find long-term solutions. The Organization supports work, activities, and programs that are essential to building a healthy community based on Education, Income, and Health goals established by the community.

Great Gallatin United Way's mission is to improve lives by mobilizing the caring power of our communities. We facilitate giving, advocating and volunteering to meet local human service needs and lead and convene community members to find long-term solutions. The Organization supports work, activities, and programs that are essential to building a healthy community based on Education, Income, and Health goals established by the community.

Financial

two stars

75.00

Accountability & Transparency

four stars

96.00

This rating was published 12/01/2020 and includes data from FY2019, 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)
85.1%
  Administrative Expenses 6.0%
  Fundraising Expenses 8.8%
  Fundraising Efficiency $0.15
  Working Capital Ratio (years) 0.18
  Program Expenses Growth -7.5%
  Liabilities to Assets 46.4%
All data for Financial Performance Metrics calculations was provided by Greater Gallatin United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Greater Gallatin United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Greater Gallatin United Way (MT) 82.09 three stars
United Way of Utah County (UT) 93.98 four stars
United Way of Ventura County (CA) 98.18 four stars
United Way of the Inland Valleys (CA) 89.68 three stars
United Way of Decatur and Mid Illinois (IL) 90.88 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $657,943
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $11,000
   Related Organizations $0
   Government Grants $173,308
Total Contributions $842,251
   Program Service Revenue $654,589
Total Primary Revenue $1,496,840
   Other Revenue $29,180
TOTAL REVENUE $1,526,020
   
EXPENSES  
   Program Expenses $1,284,620
   Administrative Expenses $107,642
   Fundraising Expenses $187,851
TOTAL FUNCTIONAL EXPENSES $1,580,113
   
Payments to Affiliates $9,459
Excess (or Deficit) for the year $-54,093
   
Net Assets $594,969

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
Project Support $1,284,620 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 12/01/2020 82.09 three stars
2018-06 10/01/2019 88.26 three stars
2017-06 08/01/2018 92.24 four stars
2016-06 10/01/2017 93.98 four stars
2015-06 06/01/2016 92.38 four stars
 
CN 2.0
2014-06 11/01/2015 93.05 four stars
2014-06 11/01/2015 93.05 four stars
2013-06 12/01/2014 94.79 four stars
2012-06 10/01/2013 95.58 four 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 81-0384820
Name in IRS Master File GREATER GALLATIN UNITED WAY INC
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 (994) Described in section 170(b)1)(a)(vi) of the Code
(600) Community Chest, United Way, etc.
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 October, 1979
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$59,797 3.78% Danica Jamison President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Greater Gallatin United Way (MT) 82.09 three stars
United Way of Bartholomew County (IN) 98.23 four stars
United Way of Bay County (MI) 90.51 four stars
United Way of the Chattahoochee Valley (GA) 87.05 three stars
United Way of Collier and the Keys (FL) 90.92 four stars

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Charity Contact Info

Greater Gallatin United Way
945 Technology Boulevard
Suite 101F
Bozeman, MT 59718
tel: (406) 587-2194
EIN: 81-0384820

Visit Web Site

Board Leadership

Shannon O'Hare
Chair of the Board

CEO

Danica Jamison
CEO & President

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