Civic Intelligence

United Way

EIN 81-0465990 • 501(c)3 • Dillon, MT

Profile

Funding of local non-profit agencies

PO Box 263Dillon, MT 59725

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.37x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.50x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

41st percentile

-1.6%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

-3.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

-12%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$224,953

Down $7,079 (-3.1%) from 2023

Liabilities

Down

$82,308

Down $4,484 (-5.2%) from 2023

Net Assets

Down

$142,645

Down $2,595 (-1.8%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin41st percentile

Revenue

Down

$163,845

Down $21,437 (-12%) from 2023

Expenses

Down

$166,440

Down $31,250 (-16%) from 2023

Net Income

Up

-$2,595

Up $9,813 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $155,257Liabilities 2011: $32,517Net Assets 2011: $122,7402011Assets 2012: $150,322Liabilities 2012: $29,617Net Assets 2012: $120,7052012Assets 2013: $189,817Liabilities 2013: $50,148Net Assets 2013: $139,6692013Assets 2014: $182,291Liabilities 2014: $41,848Net Assets 2014: $140,4432014Assets 2015: $211,058Liabilities 2015: $56,846Net Assets 2015: $154,2122015Assets 2016: $223,604Liabilities 2016: $54,315Net Assets 2016: $169,2892016Assets 2017: $239,124Liabilities 2017: $49,801Net Assets 2017: $189,3232017Assets 2018: $232,423Liabilities 2018: $38,626Net Assets 2018: $193,7972018Assets 2019: $205,076Liabilities 2019: $94,5172019Assets 2020: $79,775Liabilities 2020: $13,148Net Assets 2020: $66,6272020Assets 2021: $190,627Liabilities 2021: $56,236Net Assets 2021: $134,3912021Assets 2022: $182,498Liabilities 2022: $24,850Net Assets 2022: $157,6482022Assets 2023: $232,032Liabilities 2023: $86,792Net Assets 2023: $145,2402023Assets 2024: $224,953Liabilities 2024: $82,308Net Assets 2024: $142,6452024

Highlighted filing

2024

Assets$224,953
Liabilities$82,308
Net Assets$142,645
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $103,8712011Expenses 2012: $105,3322012Expenses 2013: $92,4062013Revenue 2014: $116,740Expenses 2014: $115,966Net Income 2014: $7742014Revenue 2015: $127,622Expenses 2015: $113,853Net Income 2015: $13,7692015Revenue 2016: $142,250Expenses 2016: $127,173Net Income 2016: $15,0772016Revenue 2017: $156,166Expenses 2017: $136,132Net Income 2017: $20,0342017Revenue 2018: $156,664Expenses 2018: $152,190Net Income 2018: $4,4742018Revenue 2019: $182,091Expenses 2019: $155,684Net Income 2019: $26,4072019Revenue 2020: $156,108Expenses 2020: $155,141Net Income 2020: $9672020Revenue 2021: $287,621Expenses 2021: $219,857Net Income 2021: $67,7642021Revenue 2022: $128,763Expenses 2022: $105,506Net Income 2022: $23,2572022Revenue 2023: $185,282Expenses 2023: $197,690Net Income 2023: -$12,4082023Revenue 2024: $163,845Expenses 2024: $166,440Net Income 2024: -$2,5952024

Highlighted filing

2024

Revenue$163,845
Expenses$166,440
Net Income-$2,595
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,953
Liabilities
$82,308
Net assets
$142,645
Revenue
$163,845
Expenses
$166,440
Net income
-$2,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.82$1.43$1.64$1.66$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.87$1.45$1.85$1.98$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.25$1.58$1.29$1.06$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.56$1.34$2.88$2.20$0.68
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.13$0.67$1.56$1.55$0.01
2019Summary only. Only limited summary data is available for this year.$2.05$0.95$1.82$1.56$0.26
2018Summary only. Only limited summary data is available for this year.$2.32$0.39$1.94$1.57$1.52$0.04
2017Summary only. Only limited summary data is available for this year.$2.39$0.50$1.89$1.56$1.36$0.20
2016Summary only. Only limited summary data is available for this year.$2.24$0.54$1.69$1.42$1.27$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.57$1.54$1.28$1.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.82$0.42$1.40$1.17$1.16$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.50$1.40$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.30$1.21$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.33$1.23$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 29, 2024
Signed
Jul 23, 2024
Return Version
2023v5.1
Gross Receipts
$163,845
Mission and Program Overview

Mission

Funding of local non-profit agencies

Program Services

DescriptionGrantsExpenses
Funding of local non-profit agencies-$133,560
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie HarryPresidentPT$0--
Cody HaagensonTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
United Way
EIN
81-0465990
Phone
4066836131
Address
PO Box 263, Dillon, MT 59725

Signing Officer

Name
Bonnie Harry
Title
Director
Signed
2024-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Mardel Scott Accountant
Address
610 N Montana St, Dillon, MT 59725
Preparer
Mardel Scott Accountant
Phone
4066836131
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1255”

Other Expenses.1002

“Office Expenses $6084”

Other Expenses.1012

“Insurance $1380”

Other Expenses.1

“Program Service $129201”

Other Expenses.2

“Telephone/Internet $1575”

Other Expenses.3

“United Way Fees $1342”

Other Expenses.4

“Computer expense $1325”

Other Expenses.5

“Supplies $901”

Other Expenses.6

“Misc $700”

Other Expenses.7

“Travel/Meetings/Training $661”

Other Expenses.8

“Equipment $246”

Other Expenses.9

“Postage $228”

Other Expenses.10

“Dues $115”

Other Expenses.11

“Bank charges $52”

Other Expenses.12

“Fees $43”

Other Assets.1005

“Accounts Receivable - Beginning $62504 Accounts Receivable - Ending $83555”

Total Liabilities.1002

“Grants Payable - Beginning $86792 Grants Payable - Ending $82308”

Raw XML Appendix181 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mardel Scott
IRS990EZ/BooksInCareOfDetail/PhoneNum04066836131
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0610 North Montana Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Dillon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059725
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0169528
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0141398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0163350
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2595
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01197
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0232032
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0224953
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0163845
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0495
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145240
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142645
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145240
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142645
IRS990EZ/OccupancyRentUtltsAndMaintAmt02700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt014.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt17.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bonnie Harry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cody Haagenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt062504
IRS990EZ/OtherAssetsTotalDetail/EOYAmt083555
IRS990EZ/OtherExpensesTotalAmt0145108
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Funding of local non-profit agencies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding of local non-profit agencies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0133560
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017435
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt086792
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt082308
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0166440
IRS990EZ/TotalProgramServiceExpensesAmt0133560
IRS990EZ/TotalRevenueAmt0163845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0163350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0185176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0128680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0287365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0920679
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0256
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0456
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt0920679
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0163350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0185176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0128680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0287365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156108
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0920679
IRS990ScheduleA/TotalSupportAmt0921135
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Service $129201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone/Internet $1575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5United Way Fees $1342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Computer expense $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Misc $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Travel/Meetings/Training $661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Equipment $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Postage $228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Dues $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Bank charges $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Fees $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable - Beginning $62504 Accounts Receivable - Ending $83555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Grants Payable - Beginning $86792 Grants Payable - Ending $82308
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bonnie Harry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Way
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0810465990
ReturnHeader/Filer/PhoneNum04066836131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 263
ReturnHeader/Filer/USAddress/CityNm0Dillon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059725
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mardel Scott Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 N Montana St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dillon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059725
ReturnHeader/PreparerPersonGrp/PhoneNum04066836131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mardel Scott Accountant
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-23T12:57:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bonnie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Harry
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-29
ReturnHeader/TaxYr02023

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