Financials

Report to the Community

2020 Report to the Community

2019 Report to the Community

2018 Report to the Community

Financials

2020-2021 Annual Audit & 990

2019-2020 Annual Audit

2019-2020 IRS Form 990

For questions please contact Kim Lewis, President & CEO

Previous Years

2018-2019 Annual Audit

2018-2019 IRS Form 990

2017-2018 Annual Audit

2017-2018 IRS Form 990

2016-2017 Annual Audit

2016-2017 IRS Form 990

2015-2016 Annual Audit

2015-2016 IRS Form 990

2014-2015 Annual Audit

2014-2015 IRS Form 990

Donor Privacy and Confidentiality Policy

United Way of Yellowstone County (UWYC) seeks to maintain the highest level of trust regarding preserving the privacy and confidentiality of donor and other constituent information. 

The collection of personal information about current and potential donors, as well as constituents and others with whom United Way of Yellowstone County does business is customary and expected.  Access to this information is strictly controlled on a need-to-know basis and the information is only to carry out the services staff, Board, or volunteers are performing for the benefit of United Way of Yellowstone County.

UWYC adheres to the best practices outlined in the Association of Fundraising Professional’s Donor Bill of Rights. 

Donors are given the opportunity to remain anonymous so that names, gift amounts and/or other information will not be publicly released by indicating such a desire on the United Way of Yellowstone County pledge form and/or by contacting United Way of Yellowstone County by telephone, email, regular mail, or other means of communication.

Donors and constituents also are given the opportunity to “opt-out” of receiving informational and/or solicitation materials either by telephone, email, regular mailings, or other means of communication by contacting United Way of Yellowstone County by telephone, email, regular mail, or other means of communication.

To learn more about how United Way of Yellowstone County protects donor and constituent information:

 

UNITED WAY’S STATEMENT ON OUR CODE OF ETHICS, CONFLICT OF INTEREST, WHISTLEBLOWER, AND DIVERSITY & CONFIDENTIALITY POLICIES

United Way of Yellowstone County’s most important asset is the trust of the community.  As stewards of the community’s trust and charitable contributions, we must hold ourselves to the highest ethical standards at all times.  It is the policy of the United Way of Yellowstone County to comply with all laws governing its operations and to conduct its affairs in keeping with the highest moral, legal and ethical standards.  Compliance with the law means not only following the letter of the law but also conducting business in a manner by which the United Way of Yellowstone County will deserve and receive recognition as a leader in ethics and accountability within the charitable community.  

The Code of Conduct/Ethics Policy, Conflict of Interest, Whistleblower and Non-Retaliation, Diversity and Confidentiality Policies (see above) guides the conduct of all employees, directors, volunteers, and other representatives of the United Way of Yellowstone County and is intended to foster an environment that promotes ethical conduct in carrying out their responsibilities.

Reporting Complaints, Concerns, or Ethics Violations:  To report complaints or concerns about United Way of Yellowstone County’s accounting controls, audit matters, ethics violations, conflicts of interest, or make reports under the Whistleblower Act, contact Jill Quade, Ethics Officer of the Board of Directors, United Way of Yellowstone County, 2173 Overland Ave, Billings, MT 59105, (406) 670-2504 or ethics@uwyellowstone.org.

The Ethics Officer will acknowledge receipt of the reported violation or suspected violation, unless the submission of the violation is anonymous. All reports will be promptly investigated, and appropriate corrective action will be taken if warranted by the investigation. The complainant should be notified that the matter has been address after the completion of the investigation, unless anonymously reported.