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Montana · Nonprofit

UNITED WAY OF CASCADE COUNTY

UNITED WAY OF CASCADE COUNTY (Montana) receives grants from 19 organizations whose IRS filings report $994,110 to it, the largest being THE MINNEAPOLIS FOUNDATION ($140,000). 14 of them have funded it in more than one year, and 54% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$1.5M
Funders on record
19
Grants received
$994k
Net assets
$327k
14/19 repeat funderspeak grant-dependency 12%
01What it does

What United Way of Cascade County does

Mission

Mobilize community resources to positively impact priority human service needs

As stated on its FY2025 Form 990.

Programs

On its FY2024 return the organization reported starting a significant new program.

Acquisition of the united way of hill county in february of 2025

Its own explanation, from Schedule O of that return (Part III, line 2).

  1. Encouraging charitable giving, advocacy and volunteerism to advance our goals in education, income and health. Creating and investing in initiatives to positively impact those goals; partnering and investing resources with community organizations aligning with those goals; and fostering philanthropy through donor-designated giving to other charities improving the quality of life for everyone in our community. The United Way of Cascade County connects volunteers at 56 local nonprofit organizations through its volunteergreatfalls.org website.

    $1,293,189 spentof which $535,000 as grants
    92% of program spending
  2. Administer the retired and senior volunteer program (rsvp) in cascade county. The rsvp provides a vital service both to seniors and to the 100 work stations who rely on 700 senior volunteers per year. The seniors involved in this program volunteered over 100,000 hours last year.

    $106,922 spent
    8% of program spending

The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,400,111.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.2M) Expenses 100 ($1.1M) Net assets 100 ($236k)2018 Revenue 88 ($1.1M) Expenses 104 ($1.2M) Net assets 55 ($130k)2019 Revenue 99 ($1.2M) Expenses 107 ($1.2M) Net assets 47 ($111k)2020 Revenue 116 ($1.4M) Expenses 113 ($1.3M) Net assets 97 ($228k)2021 Revenue 135 ($1.6M) Expenses 119 ($1.4M) Net assets 225 ($529k)2022 Revenue 111 ($1.3M) Expenses 128 ($1.5M) Net assets 172 ($405k)2023 Revenue 108 ($1.3M) Expenses 127 ($1.4M) Net assets 116 ($274k)2024 Revenue 122 ($1.5M) Expenses 131 ($1.5M) Net assets 118 ($278k)2025 Revenue 124 ($1.5M) Expenses 142 ($1.6M) Net assets 139 ($327k)
'17'18'19'20'21'22'23'24'25
Revenue (124)Expenses (142)Net assets (139)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $829k to $1.0M (+26%).

$752k
$645k
$638k
$829k
$1.0M
$972k
$847k
$944k
$1.0M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 2% · 2021 20% · 2022 9% · 2023 9% · 2024 14% · 2025 15%. Grants only. Government contracts and fees sit inside program revenue.

98% of UNITED WAY OF CASCADE COUNTY’s revenue is contributions — more reliant on donations than three-quarters of its peers (82% for the typical peer).

This organization
Typical peer · 3,053 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

$73k
’17
−$111k
’18
−$20k
’19
$118k
’20
$274k
’21
−$109k
’22
−$135k
’23
−$13k
’24
−$119k
’25
3.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Rob Rezek

Chairman

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed263026282928242429
Joined·+12+4+11+6+5+2+7+8
No longer listed·88956673
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 10 funders, grant income rose $24k → $156k.

9 of 19 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 54% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of UNITED WAY OF CASCADE COUNTY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UNITED WAY OF CASCADE COUNTY has a broad base — no single funder exceeds 14% of grant income, and it takes 4 funders to reach half.

the vertical line marks half of all grant income — 4 funders to its left

55% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF CASCADE COUNTY.

14%
largest funder
40%
top three
~10
effective funders

Largest funder’s share by year: 2017 66% · 2018 31% · 2019 29% · 2020 28% · 2021 39% · 2022 30% · 2023 22% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

62% of UNITED WAY OF CASCADE COUNTY's funders are still giving 3 years after their first grant; 74% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

54% of UNITED WAY OF CASCADE COUNTY's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $459k that is directly attributable, 81% of it comes from Montana funders.

MT
MN
MO
DE
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Montana out of state home

Funder states come from each funder’s own filing. $535k arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

UNITED WAY OF CASCADE COUNTY's revenue grew 24% between 2017 and 2025.

Operating margin−8% · bottom quartile
Months of reserve3.6mo · below the median
Revenue growth (annualized)3% · below the median

this organization peer median middle 50% of peers· 1,645 philanthropy nonprofits $1M–$10M, FY2025

Government funding UNITED WAY OF CASCADE COUNTY receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $1.1M on record.

Federal$1.1M
grants $1.1Mcontracts $0
17
18
19
20
21
22
23
24
25
26
Top agencies
  • Corporation for National and Community Service$1.1M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like UNITED WAY OF CASCADE COUNTY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Montana

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

87% of spending goes to programs.

Program 87%Management 4%Fundraising 10%

Governance

28
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

96%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for UNITED WAY OF CASCADE COUNTY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UNITED WAY OF CASCADE COUNTY?
UNITED WAY OF CASCADE COUNTY (Montana) receives grants from 19 organizations whose IRS filings report $994,110 to it, the largest being THE MINNEAPOLIS FOUNDATION ($140,000). 14 of them have funded it in more than one year, and 54% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does UNITED WAY OF CASCADE COUNTY have?
IRS filings report 19 organizations giving $994,110 in grants to UNITED WAY OF CASCADE COUNTY, 14 of which have funded it in more than one year.
Who is the largest funder of UNITED WAY OF CASCADE COUNTY?
THE MINNEAPOLIS FOUNDATION is the largest funder on record, with $140,000 in grants. The full list of funders is on this page.
How can an organization like UNITED WAY OF CASCADE COUNTY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Montana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 19 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing