Disable all preview features

Community Development : United Ways (Grantmaking)

United Way of the Lewis and Clark Area

Live United

three stars

88.68

75 East Lyndale Helena, MT 59601
tel: (406) 442-4360   Web Site
EIN: 81-6017354

Board Leadership
Drenda Niemann
President

CEO
Alison Munson
Chief Executive Officer

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 88.68 three stars
  Financial 88.37 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.

United Way of the Lewis and Clark Area (UWLCA) is a locally run non-profit organization that focuses on health and human service needs by funding 33 non-profit agencies in Lewis and Clark, Jefferson and Broadwater counties. They also coordinate the services that those agencies provide to prevent overlap and to make sure people can get all the help they need. From teen moms at the Florence Crittenton Home to retirees volunteering through the Rocky Mountain Development Council, UWLCA agencies serve people of all ages. Each year, more than 55 community volunteers come together to review UWLCA's partner agencies to ensure that your donation is going to an organization that's accountable and trustworthy.

United Way of the Lewis and Clark Area (UWLCA) is a locally run non-profit organization that focuses on health and human service needs by funding 33 non-profit agencies in Lewis and Clark, Jefferson and Broadwater counties. They also coordinate the services that those agencies provide to prevent overlap and to make sure people can get all the help they need. From teen moms at the Florence Crittenton Home to retirees volunteering through the Rocky Mountain Development Council, UWLCA agencies serve people of all ages. Each year, more than 55 community volunteers come together to review UWLCA's partner agencies to ensure that your donation is going to an organization that's accountable and trustworthy.

Financial

three stars

88.37

Accountability & Transparency

three stars

89.00

This rating was published 09/01/2018 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)
88.5%
  Administrative Expenses 6.3%
  Fundraising Expenses 5.0%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.56
  Program Expenses Growth -2.1%
  Liabilities to Assets 49.0%
All data for Financial Performance Metrics calculations was provided by United Way of the Lewis and Clark Area on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of the Lewis and Clark Area on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Lewis and Clark Area (MT) 88.68 three stars
Metro United Way (KY) 87.13 three stars
Heartland United Way (NE) 92.38 four stars
Granite United Way (NH) 89.02 three stars
United Way of Richland County (OH) 88.19 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,116,771
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,116,771
   Program Service Revenue $41,710
Total Primary Revenue $1,158,481
   Other Revenue $17,754
TOTAL REVENUE $1,176,235
   
EXPENSES  
   Program Expenses $1,104,677
   Administrative Expenses $82,964
   Fundraising Expenses $44,695
TOTAL FUNCTIONAL EXPENSES $1,232,336
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-56,101
   
Net Assets $690,125

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 to Charitable Organizations $443,549 40.2%
Donor Designated Contributions $414,466 37.5%
State Employee Giving Program $246,662 22.3%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 09/01/2018 88.68 three stars
2016-06 02/01/2018 86.67 three stars
2015-06 03/01/2017 88.02 three stars
2015-06 11/01/2016 87.30 three stars
2014-06 06/01/2016 89.53 three stars
 
CN 2.0
2014-06 11/01/2015 89.76 three stars
2013-06 11/01/2014 89.08 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 81-6017354
Name in IRS Master File UNITED WAY OF THE LEWIS AND CLARK AREA
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (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 October, 1966
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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

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

Compensation % of Expenses Paid to Title
$55,000 4.46% Alison Munson Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of the Lewis and Clark Area (MT) 88.68 three stars
United Way of Kennebec Valley (ME) 93.70 four stars
United Way of Western Connecticut (CT) 89.93 three stars
United Way of Tucson and Southern Arizona (AZ) 89.77 three stars
United Way of Greater Cincinnati (OH) 89.28 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of the Lewis and Clark Area
75 East Lyndale
Helena, MT 59601
tel: (406) 442-4360
EIN: 81-6017354

Mail donations to:
P.O. Box 862
Helena, MT 59624

Visit Web Site

Board Leadership

Drenda Niemann
President

CEO

Alison Munson
Chief Executive Officer

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.