United Way

Nonprofit profile at a glance

EIN
810465990
IRS 990-EZ coverage
2019–2023
Forms available
Form 990 2014, Form 990-EZ 2023
Location
Dillon, MT, USA
Phone
4066836131
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Humanities Organizations

Reported finances

Revenue
$163,845
Expenses
$166,440
Assets
$224,953
Liabilities
$82,308

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

2 people listed

Executive titles in this filing

  • Bonnie Harry (President)

People named in this filing

  • Bonnie Harry (President)
  • Cody Haagenson (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Funding of local non-profit agencies

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% 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.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 100
  • Sustainability: 43
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.5%; rating input score 82
  • Program expense ratio: 80.2%; rating input score 80

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -1.6%; rating input score 30; 30th percentile among comparable filings
  • Total-asset coverage ratio: 1.35; rating input score 69; 69th percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: -0.2% per year; rating input score 0; 30th percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 42nd percentile among comparable filings
  • Asset growth: 1.4% per year; rating input score 100; 32nd percentile among comparable filings

Details

  • Where the money goes: 81.5% of revenue deployed · 80.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $134K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2019 to 2023
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 30/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.