PLATINUM2023

GREATER GALLATIN UNITED WAY INC

We have one life. To live better, we must Live United.

Bozeman, MT   |  www.greatergallatinunitedway.org
GuideStar Charity Check

GREATER GALLATIN UNITED WAY INC

EIN: 81-0384820


Mission

To improve lives by mobilizing the caring power of our communities.

Notes from the nonprofit

We believe that no problem is so big that we can't solve it together, but it takes all of us: fundraisers, hand-raisers, change makers, partners, and YOU to create lasting change. You can unite against the cycle of poverty to transform the life of a child or neighbor in need. Help build a stronger community right at home. Donate Today to Greater Gallatin United Way today. Visit our website at www.greatergallatinunitedway.org Greater Gallatin United Way President and CEO, Kimberly Hall, is available to speak with you. Please feel free to contact Kimberly at 406.587.2194 or [email protected].

Ruling year info

1979

President and CEO

Kimberly Hall

Main address

945 Technology Blvd Ste 101F

Bozeman, MT 59718 USA

Show more contact info

EIN

81-0384820

Subject area info

Nonprofits

Human services

Population served info

Children and youth

Infants and toddlers

Adults

Families

Social and economic status

NTEE code info

Fund Raising and/or Fund Distribution (P12)

Human Service Organizations (P20)

Human Services - Multipurpose and Other N.E.C. (P99)

What we aim to solve

SOURCE: Self-reported by organization

Greater Gallatin United Way seeks to utilize the strength of United Way Worldwide (UWW) and to integrate UWW’s mission and goals into our efforts to solve confirmed social needs in the communities we serve - Gallatin, Madison, Meagher, and Park Counties. GGUW's 2018-2023 Strategic Plan guides our work as we provide inspirational leadership to mobilize people and resources to achieve long-term positive results in the following four community impact areas: Basic Needs, Behavioral Health & Mental Well-Being; Child & Youth Success, and; Senior Stability. GGUW envisions local communities where all individuals and families achieve their full potential through education, income stability, and healthy living.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Community Impact & Improving Lives

Greater Gallatin United Way Community Impact
We empower donors, volunteers, businesses, governments, nonprofits, and community groups to invest in neighbors to improve quality of life for everyone. Working together, we identify our community’s most critical needs in the following four impact areas and implement collaborative, innovative solutions to improve lives in Gallatin, Madison, Meagher and Park Counties. Our four community impact areas/focus areas include:

I. Basic Needs
II. Behavioral Health & Mental Well-Being
III. Child & Youth Success
IV. Senior Stability

Population(s) Served
Adults
Children and youth
Family relationships
Social and economic status

Our kidsLINK Afterschool Program falls under several of our Community Impact Areas. These include: Basic Needs, Child & Youth Success, and Behavioral Health & Mental Well-Being. Children, families, employers - - our community relies on kidsLINK Afterschool Program. kidsLINK Afterschool Program was established in 1997. Rural communities were struggling to keep children safe after school while parents finished work. Today, kidsLINK operates at 33 school-based/linked locations across 4 counties and serves over 1,700 children every day, with over 2,700 enrolled. Its success is the result of strong partnerships with schools, school districts, MSU, Gallatin County 4-H, Gallatin Farm-To-School, and other local organizations. kidsLINK supports academic success through tutoring, homework and reading support; strengthens well-being with daily physical activities; expands interests and sparks passion for learning through a variety of enrichment activities; fosters mental and emotional well-being through skilled and well-trained staff; enhances health with daily snacks and nutrition education; and supports working families by ensuring no child has to be home alone after school by providing scholarships for those in need. kidsLINK is a fun, safe environment providing rich opportunities for learning, personal growth, and building relationships.

The majority of kidsLINK programs operate on school grounds as a result of our long-term partnerships with school districts. Children experience an easy transition from the school day and families appreciate the convenience. We are pleased to offer the program without cap limits; allowing us to meet the needs of our growing communities.

Population(s) Served
Families
Children and youth

The Resilience Project (TRP) is a well-being initiative of Greater Gallatin United Way. It falls under Greater Gallatin United Way's Behavioral Health & Mental Well-Being Impact Area. The purpose of The Resilience Project is to ensure our community is healthier and more resilient. This will happen through a shift in our collective mindset toward valuing behavioral health and mental well-being, which will improve whole-person health.

Project partners include nonprofits, schools, government agencies, law enforcement, the medical community, businesses, faith organizations, foundations and individuals, all working together to deliver learning opportunities and community events to help improve behavioral health and mental well-being in our community.
We want everyone to feel welcome to participate in the conversation around building resilience in our community.

Strategies:
- Advocacy at local, state, and federal levels for behavioral health
- Multi-media behavioral health awareness campaign to a broad audience
- Community awareness of 2-1-1
- Resilience workshops with consistent learning objectives and curriculum
- Wide variety of ways to access workshops
- Advisory committee for resilience workshops
- Resilience Toolkit for workplaces and institutions
- Resilience Retreats and Resilience Conference in Spring 2020
- Book discussions around “Dare to Lead”, by Brene Brown
- Well-being awareness and tools at community events, such as health fairs (e.g. practices and resources to promote resiliency, behavioral health, and mental well-being)
- Geographical focus in Gallatin and Park Counties and collaboration with LiveWell49 in Park County

Population(s) Served
Adults

Dolly Parton's Imagination Library

Child & Youth Success: Ensuring children have a strong start and a strong foundation for success in school, work and life.
Dolly Parton's Imagination Library falls under Greater Gallatin United Ways Child & Youth Success Impact Area. DPIL is a book gifting program that mails free, high-quality books to children from birth to 5 years. DPIL is one strategy we utilize to ensure children enter kindergarten ready to learn and are reading at or above grade level by the end of third grade. Reading to toddlers sets the foundation for later independent reading. Reading problems can be challenging to fix when discovered in elementary school. But many reading problems can be prevented if reading starts in the toddler and preschool years.

A few facts...
- 37% of children entering kindergarten in Bozeman School District #7 are not ready to learn and that number remains consistent for reading at grade level by the end of 3rd grade (2015-16 K STAR Assessment).
- 80% of youth's waking hours are spent outside of the school day (MT Afterschool Alliance 2018).

Population(s) Served
Infants and toddlers
Families

When disaster strikes n our four-county area, Greater Gallatin United Way responds. We expect disaster response to continuing to be a big part of our work as we see more natural crises develop. We are members of the SW MT COAD (Organizations Active in Disaster). As soon as we receive a call from emergency management, we begin fundraising to support those affected by the disaster. We are also charged with distributing those funds.

We began our disaster response work in partnership with One Valley Community Foundation on the COVID-19 Response Fund and the Bridger Foothills Fire Fund. We are currently working with the Park County Community Foundation on the SW MT Flood Relief Fund. Since June 13, we have raised over $2.7 million and have distributed $1.6 million in the first phase to over 400 residents and businesses that sustained physical property damage. Our next phase of funding will address the economic challenges facing residents in the area as they face winter.

Population(s) Served
Adults
Children and youth
Ethnic and racial groups
Economically disadvantaged people
Immigrants and migrants

Where we work

Awards

4-Stars out of 4-Stars 2012

Charity Navigator

4-Stars out of 4-Stars 2013

Charity Navigator

4-Stars out of 4-Stars 2014

Charity Navigator

4-Stars out of 4-Stars 2015

Charity Navigator

4-Stars out of 4-Stars 2016

Charity Navigator

4-Stars out of 4-Stars 2017

Charity Navigator

Affiliations & memberships

Afterschool Alliance 2014

Gallatin Chamber of Commerce 2014

United Way Member Agency 2014

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of books distributed

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families

Related Program

Dolly Parton's Imagination Library

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

The goal of the program is to increase early literacy skills in children from 0-5 years of age and better prepare children for school. We launched the program in 2019 and have seen steady growth.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Greater Gallatin United Way Community Impact Area Goals & Impact Outcomes

I. Basic Needs: All community members are experiencing an improved quality of life because more people’s basic needs are met.
Impact Outcomes for Basic Needs
At risk community members have:
− food security;
− affordable housing;
− access to affordable quality child care; and
− access to community resources.

II. Behavioral Health & Mental Well-Being: Our community is healthier and more resilient due to a shift to a new collective mindset and understanding of behavioral health / mental well-being and how to improve whole person health.
Impact Outcomes for Behavioral Health & Mental Well-Being
− Normalization and understanding of behavioral/mental health as a component of whole-person health.
− People learn to recognize signs and symptoms of mental health and illness.
− People know how to get help and are willing to reach out.
− Mental healthcare is readily available.
− People contribute to others’ well-being.

III. Child and Youth Success: Children and youth consistently get a strong start and have a solid foundation for success in school, work, and life.
Impact Outcomes for Child & Youth Success
Children enter school ready to succeed, thrive in elementary school, are prepared for middle school and high school, and graduate on time. All children:
− are ready for kindergarten;
− are reading at or above grade level by the end of third grade;
− have access to affordable quality early learning environments that nurture growth among all the early childhood domains, 0-5 years; and,
− have access to affordable, safe, nurturing and fun places during out-of-school time, 5+ years.

IV. Senior Stability: Our community recognizes and is addressing current senior needs and is prepared for growing future demands.
Impact Outcomes for Senior Stability
Our community respects seniors's abilities to make life-changing decisions for themselves.
− Seniors feel independent in their lives.
− Seniors are valued as active community members.
− Seniors are comfortable that their physical and mental well-being needs are being addressed.
− Seniors receive necessary care, particularly those unable to live financially independent lives.

Greater Gallatin United Way's 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.

We operate with the following core organizational values:
I. Do things that matter: We develop and actualize meaningful change in health, education, and financial stability to improve the lives of every person in our communities.
II. Grow resources and relationships: We connect people with meaningful opportunities for giving, advocating, and volunteering.
III. Operate well: We maintain a leadership organization that is transparent, accountable and sustainable.

By mastering best practices of UWW, we have become a shining example of living the UWW vision of improving lives through impact, growth, and efficiency. By taking responsibility for leadership of the community’s interest in behavioral health and mental well-being (through unmasking behavioral health, inspiring action, and getting things done), we have cultivated a belief that GGUW and mental well-being are interconnected.

In 2025, the combination of mastering UWW best practices and behavioral health and mental well-being leadership helped GGUW capture the community’s attention in new and more impactful ways and inspired individual and group action—from volunteers and donors to neighbors and friends. As a result, through GGUW, people are addressing the needs of the most vulnerable people in our communities and creating the change they want to see.

For 42-years Greater Gallatin United Way has been making a positive impact on the communities we serve. We know that no one organization alone in isolation can solve complex community problems. We know that the only way we can create real, lasting change is by innovating the way people, organizations, and systems work together. As the leader in collective impact work, we:

I. Fund direct service programs that are making a positive impact in our four Community Impact Areas.
II. Convene and lead coalitions of individuals, businesses and organizations to work collectively to deliver greater positive impact (i.e. kidsLINK Afterschool and Early Childhood Community Council).
III. Administer or act as fiscal agent for programs that tackle community issues (i.e. kidsLINK Afterschool, The Resilience Project, and MT Project Launch).

In addition, GGUW undertakes innovative pilot projects and initiatives such as The New Early Care Provider Fund and Community Organizatons Assisting in Disaster (COAD).

Accomplishments shared below provide a glimpse of the important work we are doing in the communities we serve.

- Established an afterschool program that currently has over 2,700 children enrolled in 33 programs across 4 counties.
- 19,283 children received literacy support in 2018 through GGUW programs and GGUW funded partner programs.
15,146 persons received crisis prevention, intervention and education in 2018.
14,637 persons received essential services including emergency shelter, food, child care and transportation.
- Established a New Early Care Provider Fund, which has added 66 new early child care slots for our community (community's current capacity is 33%)
- Launched Dolly Parton's Imaginational Libary Program in our community this past year and enrolled 511 children ages 0 to 5 years with the goal of reaching 2,000 by 2025.
- Held 53 Behavioral Health & Mental Well-Being Learning Events for the community with 1,448 attendees. This will continue to grow as we expand the learning opportunities to workplaces and the community.
- Funded over 80 local programs tacking health, education and financial stability.
- Established the Montana Afterschool Alliance and acted as the fiscal agent. It is now under the unmbrella of another organization.
- Established and are the lead agency of the Early Childhood Community Council, a coalition of 90 individuals and 30 community organizations that gather together to develop actions and strategies designed to improve the lives of young children and families in Gallatin County.
- We, along with ECCC, Childcare Connections, Gallatin Mental Health Center, Thrive, Early Childhood Project, Gallatin City-County Health Department and Community Health Partners are partnering in Montana Project LAUNCH Initiative (MT-PLI). Montana Project LAUNCH Initiative (MT-PLI) is an $800,000 per year, 5-year federal SAMSHA grant received by Montana Department of Public Health and Human Services (DPHHS) in September 2014.
- Partnering with Bozeman Health, Gallatin Mental Health and numerous other organizations in the Elevating Behavioral Health Initiative to devise and implement solutions to improve the mental health services in our community.
- 11,300 meals were prepared for and received by seniors in 2018

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

Financials

GREATER GALLATIN UNITED WAY INC
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

5.50

Average of 3.02 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

4.2

Average of 2 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

19%

Average of 22% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

GREATER GALLATIN UNITED WAY INC

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

GREATER GALLATIN UNITED WAY INC

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

GREATER GALLATIN UNITED WAY INC

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of GREATER GALLATIN UNITED WAY INC’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation -$227,020 -$47,072 -$85,012 $371,444 -$97,973
As % of expenses -12.7% -3.0% -3.9% 17.2% -4.7%
Unrestricted surplus (deficit) after depreciation -$227,020 -$47,072 -$85,012 $371,444 -$97,973
As % of expenses -12.7% -3.0% -3.9% 17.2% -4.7%
Revenue composition info
Total revenue (unrestricted & restricted) $1,465,283 $1,526,020 $2,208,121 $2,099,715 $2,742,658
Total revenue, % change over prior year -16.7% 4.1% 44.7% -4.9% 30.6%
Program services revenue 34.4% 42.9% 22.1% 1.2% 13.9%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 1.7% 1.1% 0.9% 1.0% 1.1%
Government grants 20.0% 11.4% 21.9% 36.3% 26.3%
All other grants and contributions 42.4% 43.6% 55.1% 61.5% 58.7%
Other revenue 1.4% 1.0% 0.0% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $1,792,276 $1,580,113 $2,174,922 $2,162,795 $2,088,185
Total expenses, % change over prior year -0.5% -11.8% 37.6% -0.6% -3.4%
Personnel 23.5% 25.8% 23.1% 34.9% 32.1%
Professional fees 27.6% 40.7% 21.0% 8.3% 35.4%
Occupancy 2.4% 2.8% 3.3% 3.0% 2.9%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 31.1% 20.8% 43.3% 46.1% 17.5%
All other expenses 15.5% 9.9% 9.3% 7.7% 12.0%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $1,792,276 $1,580,113 $2,174,922 $2,162,795 $2,088,185
One month of savings $149,356 $131,676 $181,244 $180,233 $174,015
Debt principal payment $0 $0 $0 $89,800 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $1,941,632 $1,711,789 $2,356,166 $2,432,828 $2,262,200

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 0.4 0.6 0.9 1.3 4.2
Months of cash and investments 5.5 6.0 4.3 5.6 8.2
Months of estimated liquid unrestricted net assets 0.0 -0.3 -0.7 1.4 -0.1
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $54,915 $84,003 $161,405 $227,323 $737,850
Investments $773,979 $707,305 $619,358 $774,431 $689,858
Receivables $246,089 $316,552 $395,077 $121,349 $399,847
Gross land, buildings, equipment (LBE) $18,442 $18,442 $18,442 $18,442 $18,442
Accumulated depreciation (as a % of LBE) 100.0% 100.0% 100.0% 100.0% 100.0%
Liabilities (as a % of assets) 43.8% 46.5% 47.0% 9.5% 14.2%
Unrestricted net assets $6,339 -$40,733 -$125,745 $245,699 -$19,361
Temporarily restricted net assets $319,901 $352,553 N/A N/A N/A
Permanently restricted net assets $283,149 $283,149 N/A N/A N/A
Total restricted net assets $603,050 $635,702 $750,436 $771,711 $1,591,288
Total net assets $609,389 $594,969 $624,691 $1,017,410 $1,571,927

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

President and CEO

Kimberly Hall

Number of employees

Source: IRS Form 990

GREATER GALLATIN UNITED WAY INC

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

GREATER GALLATIN UNITED WAY INC

Board of directors
as of 01/19/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Doug Babcock

Professional Financial Management

Term: 2021 - 2022

Joe Cleveland

American Bank

Amy Kanuch

Montana State University

Cindy Sease

Bozeman Daily Chronicle

Bruce McPherson

Retired

Linda Gale

Northwestern Energy

Tyler Wheeler

First Security Bank

Jacki McGuire

CPA

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 10/4/2022

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 11/18/2019

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.