United Way of Missoula County

What it reported doing in 2024

Form 990, part iii, line 4a - program service accomplishmentsthrough broad-based, results-oriented collaborations with other nonprofits, donors, businesses, the university of montana, local and county government, the school district, the faith community and other diverse partners, united way drives progress in implementing solutions to identified priorities in its three areas of focus.united way also serves as a conduit for donors who desire a trusted, one-stop way to invest in high-quality programs that produce measurable results, ensuring that charitable dollars are spent wisely and well in the community. current initiatives in which united way plays a leadership role in terms of visioning, convening, funding, staffing, and in-kind assistance include the following: education: missoula zero to five (working to ensure that all children arrive at kindergarten ready to learn and thrive)dolly parton's imagination library (free book-gifting program that promotes kindergarten readiness); back to school backpacks (annual school-supply drive).financial stability: reaching home: missoula's 10-year plan to end homelessness. united way remains the plan's principal private-sector fundraiser and advocate, securing funding for the temporary safe outdoor space and the centralized housing solutions fund. Missoula Child Care Advantage an innovative approach to expanding child care slots in the short-term and stabilizing existing child care providers across the community for the long-term.health: 5-2-1-0 let's move! missoula (encouragingincreased physical activity and healthy eating in school aged children through midday move); project tomorrow montana (suicideprevention); missoula substance use disorder connect (promoting prevention, treatment and support for those in recovery).disaster relief: wildfire ready missoula (reduce catastrophic property loss in the wildland urban interface). united way is also missoula county's designated financial partner, serving as a repository for private donations to alleviate natural disasters, such as fire and floods. united way receives, acknowledges and, with a panel of volunteer advisors, disburses donated funds to help families and organizations affected bynatural disasters. united way also provides grant funding to carefully screened and qualified nonprofit organizations in missoula and ravalli counties whose work aligns with and advances the goals of the above education, financial stability and health initiatives. each initiative has its own advisory board of local volunteers with expertise in the respective initiative areas. funding decisions are made collaboratively by united way staff, members of the community impact committee, andthe board of directors. funded programs comply with certain mutually agreed-upon conditions, spelled out in written memoranda of understanding, and results are evaluated by united way, in order to ensure that donor dollars are invested wisely and well.

Financial Efficiency

• Mission deployment rate: 78.1%; rating input score 78
• Program expense ratio: 81.6%; rating input score 82
• Fundraising efficiency: $11.32 raised per $1 spent on fundraising; rating input score 42; 42nd percentile among comparable filings

Transparency & Controls

• Consistency checks: 93.8%; rating input score 94; 24th percentile among comparable filings
• Pay-setting controls: 0 of 6 controls in place; rating input score 0
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Missing
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• 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 9 controls in place; rating input score 89
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 8.4%; rating input score 58; 58th percentile among comparable filings
• Total-asset coverage ratio: 1.54; rating input score 57; 57th percentile among comparable filings
• Liabilities to assets ratio: 0.21; rating input score 31; 31st percentile among comparable filings
• Officer compensation ratio: 10.9%; rating input score 34; 34th percentile among comparable filings

Growth

• Program expense growth: 4.8% per year; rating input score 100; 41st percentile among comparable filings
• Revenue growth: 4.9% per year; rating input score 100; 43rd percentile among comparable filings
• Asset growth: 4.3% per year; rating input score 100; 35th percentile among comparable filings