Civic Intelligence

United Way of Beaverhead County Inc.

990EZ • Fiscal year 2022 • EIN 81-0465990

Mar 01, 2021 to Feb 28, 2022 • Filed on Jan 10, 2023

Organization ProfileN/A
PO Box 263Dillon, MT 59725

(406) 683-6131

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

86th percentile

0.19x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.3%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-55%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$182,498

Down $8,129 (-4.3%) from 2021

Net Assets

Up

$157,648

Up $23,257 (+17%) from 2021

Liabilities

Down

$24,850

Down $31,386 (-56%) from 2021

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin68th percentile

Revenue

Down

$128,763

Down $158,858 (-55%) from 2021

Expenses

Down

$105,506

Down $114,351 (-52%) from 2021

Net Income

Down

$23,257

Down $44,507 (-66%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$182,498
Liabilities$24,850
Net Assets$157,648
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$128,763
Expenses$105,506
Net Income$23,257
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Jan 10, 2023
Return Version
2021v4.1
Gross Receipts
$128,763
Mission and Program Overview

Mission

Funding of local non-profit agencies

Program Services

DescriptionGrantsExpenses
Funding of local non-profit agencies-$81,857
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janey SkinnerPresidentPT$0--
Bonnie HarryVice PresidentPT$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
Elizabeth Storey
Title
Executive Director
Signed
2023-01-10
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 $1560”

Other Expenses.1002

“Office Expenses $2578”

Other Expenses.1012

“Insurance $1455”

Other Expenses.1

“Program Service $77710”

Other Expenses.2

“Accounting $1845”

Other Expenses.3

“Telephone/Internet $1825”

Other Expenses.4

“United Way Fees $1563”

Other Expenses.6

“Computer expense $53”

Other Assets.1005

“Accounts Receivable - Beginning $46588 Accounts Receivable - Ending $13861”

Total Liabilities.1002

“Grants Payable - Beginning $56236 Grants Payable - Ending $24850”

Raw XML Appendix164 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/BOYAmt0144039
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168637
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0128680
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023257
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0190627
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182498
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0128763
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt083
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134391
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157648
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134391
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt014.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Janey Skinner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bonnie Harry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cody Haagenson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt046588
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013861
IRS990EZ/OtherExpensesTotalAmt088589
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Funding of local non-profit agencies
IRS990EZ/PrintingPublicationsPostageAmt0329
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Funding of local non-profit agencies
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt081857
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016588
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt056236
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024850
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0105506
IRS990EZ/TotalProgramServiceExpensesAmt081857
IRS990EZ/TotalRevenueAmt0128763
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0128680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0287365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0156108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0181922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0118642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0872717
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0256
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0605
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt0872717
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0287365
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0156108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0181922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0118642
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0872717
IRS990ScheduleA/TotalSupportAmt0873322
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2578
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Service $77710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounting $1845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone/Internet $1825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6United Way Fees $1563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Computer expense $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $46588 Accounts Receivable - Ending $13861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Grants Payable - Beginning $56236 Grants Payable - Ending $24850
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.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1002
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Storey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-10
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/PreparerFirmGrp/PreparerFirmEIN0800009444
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/ReturnTs02023-01-10T13:29:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elizabeth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Storey
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,498
Liabilities
$24,850
Net assets
$157,648
Revenue
$128,763
Expenses
$105,506
Net income
$23,257
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