Greater Gallatin United Way Inc
Nonprofit profile at a glance
- EIN
- 810384820
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Bozeman, MT, USA
- Phone
- 4065872194
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $3,251,468
- Expenses
- $2,622,281
- Assets
- $2,049,604
- Liabilities
- $385,682
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- KIMBERLY HALL (CEO)
Highest reported compensation
- KIMBERLY HALL (CEO): $155,802 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission is to improve lives by mobilizing the caring power of our communities. We accomplish this mission through forging innovative partnerships, finding new solutions to old problems, cultivating the best resources, and by inspiring individuals to join the fight against our communities' most daunting challenges. Greater Gallatin United Way envisions local communities where all individuals and families achieve their full potential through education, income stability, and healthy living.
What it reported doing in 2024
Our work addresses the quality of life for the whole community, from babies to seniors.1. Community Investment/Impact: Funds raised in GGUW's annual fundraising campaign are invested into local partner programs aimed at combating poverty and supporting education and health initiatives.2. kidsLINK Out of School Time Care: A GGUW initiative that was established in 1997, the program is a fun, safe environment for K-8th graders that provides rich opportunities for learning, personal growth, and building relationships. GGUW provides before school, after school, summer care and break camps for children so parents can work. kidsLINK is the result of partnerships with school districts, MSU, libraries, non-profits and other local organizations and businesses.3. Dolly Parton Imagination Library(DPIL): GGUW launched DPIL in partnership with Dolly Partons foundation to provide free books to children to promote childhood early literacy skills-development and a love reading and learning. Children 0-4 years old may enroll and receive 1 book delivered to their mailbox each month; for children starting at birth they build a personal library of 60 books by the time they enter Kindergarten. GGUW promotes recruitment of the program for all children in Gallatin and Park Counties and raises funds for the costs of shipping the books to each child enrolled. 4. Child Connect: In 2025 Greater Gallatin United Way responded to the child care crisis by developing Child Connect. Child Connect includes advocacy for access to affordable high quality child care in our community. Futhermore, this includes a platform powered by Kinside that connects families with available child care spots. This initiative creates transparency for child care access while creating solutions to easily find and access providers.5. Volunteer Connections/Volunteermt.org: This GGUW initiative is to build volunteer engagement by providing a central resource for non-profit organizations to share quality volunteer opportunities with community members. The goals are to build the capacity for local volunteering, raise awareness of the value volunteers bring to our communities, and to mobilize volunteers to effectively and efficiently meet local needs.6. Earth Day Festival: GGUW serves as the fiscal sponsor for the Gallatin Valley Earth Day Festival Committee which aims to build on the 50-year legacy of Earth Day by promoting clean air, clean water, ans a healthier world and to inspire communities to be a part of the solution to the challenges and opportunities we face from a changing climate.7. Disaster Fund: In June 2022, Park County experienced extreme and unprecedented flooding causing catastrophic damage to the community, residential and businesses. On June 16, 2022 GGUW and Park County Community Foundation established the Southwest Montana Flood Relief Fund to support families, individuals, and businesses experiencing structural and financial devastation. From the inception of the fund through December 2023 over $3.1 million in donations have been received and $2.99 million has been paid out for direct assisstance to the flood victims or to agencies assiting those affected by the flood.GGUW operates with transparency and accountability throughout all its programming and operations and invests donations wisely and efficiently. To learn more, visit www.greatergallatinunitedway.org.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 84% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 76
- Accountability: 100
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 70.1%; rating input score 70
- Program expense ratio: 86.4%; rating input score 86
- Fundraising efficiency: $10.57 raised per $1 spent on fundraising; rating input score 39; 39th percentile among comparable filings
Transparency & Controls
- Consistency checks: 88.2%; rating input score 88; 2nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 87.8%; rating input score 88; 24th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 19.4%; rating input score 76; 76th percentile among comparable filings
- Total-asset coverage ratio: 0.78; rating input score 29; 29th percentile among comparable filings
- Liabilities to assets ratio: 0.19; rating input score 45; 45th percentile among comparable filings
- Officer compensation ratio: 5.9%; rating input score 47; 47th percentile among comparable filings
Growth
- Program expense growth: 7.2% per year; rating input score 100; 52nd percentile among comparable filings
- Revenue growth: 8% per year; rating input score 100; 60th percentile among comparable filings
- Asset growth: 2.7% per year; rating input score 100; 23rd percentile among comparable filings
Details
- Where the money goes: 70.1% of revenue deployed · 86.4% of spending went to programs
- Governance: 8 of 8 board members independent · 8 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $2.3M in reported program spending
- Leadership: top reported pay $156K · 9 people listed · 3 of 6 pay-setting controls reported
- Consistency: 35 of 37 current checks pass · 2 findings to review
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 17 filed money-flow records
- Related organizations: 16 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 39/100.
- High — Sustainability: Total-asset coverage ratio scored 29/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Liabilities to assets ratio scored 45/100.
- Moderate — Sustainability: Officer compensation ratio scored 47/100.