Financials

Financials

At United Way of Yellowstone County our business is to invest and manage your gift wisely. Our goal is to maximize the dollars we raise so that more of your money goes directly toward making an impact on those in need.
We are held to rigorous accounting and financial management standards to ensure that your donation is handled in accordance with all regulatory requirements and meets the highest criterion of fiduciary responsibility. Our financial statements are audited annual by a professional auditing firm that works in close collaboration with active financial and audit committees of volunteers with expertise in accounting and governance.

If you have any question about our financial statements or our IRS form 990, please contact our Financial Manager,

Katrina Macleod, at 252-3839 Ext. 12.

• 2010-2011 Annual Audit 
• 2009-2010 Annual Audit 
• 2011 IRS Form 990
• 2010 IRS Form 990

Agency Allocations 2010-2012

Building a Better Community
United Way partners with our community to create positive, lasting change in the lives of those who need it most. This results-oriented system of caring creates community impact through initiatives, programs and services that focus on:
· Meeting Basic Needs and Helping People in Crisis
· Preparing Young People for Success
· Strengthening Families and Individuals
Our work is about setting specific goals and implementing the strategies that make a measurable difference for kids, families and seniors. By working together we can more clearly define what it takes to change our community and improve lives.
Community Impact

Agency/Program

Agency/Program

Agency Designations

United Way of Yellowstone County accepts donations from donors who choose to "designate" all or a part of their donation to another qualifying agency. In order to qualify, an agency must hold a current 501(c) (3) status with the Internal Revenue service. Any other 501 status will make the agency ineligible.
Each spring these agencies are notified, with a letter, of any donor who designated their agency to receive all or part of their contribution from the previous Fall campaign. If any donor chooses to have their name released for acknowledgement, their name and address will be included in the letter. United Way of Yellowstone County does not release names and addresses of donors - unless given written permission from the donor.
Payments to the designated agency are paid through direct deposits to the agencies bank account. Once notified, agencies must provide to United Way of Yellowstone County a completed ACH Form. All agencies are required to fill out the form and return it, even if one is on file from previous years' campaigns. This form must be completed and returned by May 30th in order to receive payment. Payments will be held until the ACH form has been received.

Click here to download an ACH Form

Payments will be made as a direct deposit to bank accounts in the months of July, October, January, and June following the Campaign. For Campaign pledges made in the fall of 2009, payments will be made in July 2010, October 2010, January 2011, and June 2011. This timeline allows for all pledges to be received, all designated agencies to be notified and return an ACH form, and a sufficient amount of payments to be received for an efficient distribution of funds.
United Way of Yellowstone County currently deducts a 9% fee from the total donation to cover a portion of fundraising and accounting expenses.