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Montana · Nonprofit

UNITED WAY OF MISSOULA COUNTY

UNITED WAY OF MISSOULA COUNTY (Montana) receives grants from 34 organizations whose IRS filings report $3,422,551 to it, the largest being HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA ($1,354,500). 20 of them have funded it in more than one year.

Revenue FY2024
$1.8M
Funders on record
34
Grants received
$3.4M
Net assets
$2.0M
20/34 repeat funderspeak grant-dependency 56%
01What it does

What United Way of Missoula County does

Mission

United Way of Missoula County builds a better community for all, especially in the areas of education, financial stability, and health. We collaborate with diverse community partners to identify important social issues and bring together resources to address them. We give donors a trusted way to support critical services for people in need, and we make sure that donations are invested wisely.

As stated on its FY2024 Form 990.

Program

  1. form 990, part iii, line 4a - program service accomplishmentsthrough broad-based, results-oriented collaborations with other nonprofits, donors, businesses, the university of montana, local and county government, the school district, the faith community and other diverse partners, united way drives progress in implementing solutions to identified priorities in its three areas of focus.united way also serves as a conduit for donors who desire a trusted, one-stop way to invest in high-quality programs that produce measurable results, ensuring that charitable dollars are spent wisely and well in the community. current initiatives in which united way plays a leadership role in terms of visioning, convening, funding, staffing, and in-kind assistance include the following:education: missoula zero to five (working to ensure that all children arrive at kindergarten ready to learn and thrive)dolly parton's imagination library (free book-gifting program that promotes kindergarten readiness); back to school backpacks (annual school-supply drive).financial stability: reaching home: missoula's 10-year plan to end homelessness. united way remains the plan's principal private-sector fundraiser…

    $1,323,748 spentof which $9,006 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,323,748.

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 ($922k) Net assets 100 ($1.4M)2018 Revenue 72 ($859k) Expenses 90 ($826k) Net assets 94 ($1.3M)2019 Revenue 77 ($912k) Expenses 96 ($883k) Net assets 103 ($1.5M)2020 Revenue 147 ($1.7M) Expenses 140 ($1.3M) Net assets 139 ($2.0M)2021 Revenue 128 ($1.5M) Expenses 150 ($1.4M) Net assets 150 ($2.1M)2022 Revenue 99 ($1.2M) Expenses 155 ($1.4M) Net assets 117 ($1.6M)2023 Revenue 131 ($1.6M) Expenses 154 ($1.4M) Net assets 131 ($1.8M)2024 Revenue 149 ($1.8M) Expenses 176 ($1.6M) Net assets 140 ($2.0M)
'17'18'19'20'21'22'23'24
Revenue (149)Expenses (176)Net assets (140)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 2021 to 2022, from $2.8M to $2.1M (−27%).

$1.8M
$1.7M
$1.8M
$2.3M
$2.8M
$2.1M
$2.5M
$2.5M
'17'18'19'20'21'22'23'24
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
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 3% · 2020 5% · 2022 6% · 2023 14% · 2024 25%. Grants only. Government contracts and fees sit inside program revenue.

92% of UNITED WAY OF MISSOULA COUNTY’s revenue is contributions — more donation-reliant than the typical peer (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. 1 of the last 8 reported years ran a deficit.

$269k
’17
$33k
’18
$29k
’19
$456k
’20
$137k
’21
−$247k
’22
$144k
’23
$149k
’24
2.0
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.

Chief executive

Susan Hay Patrick

CEO

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2017 and FY2018, and between the FY2020 and FY2021, and between the FY2021 and FY2022 filings.

'17'18'19'20'21'22'23'24
Listed1817161622171922
Joined·+3+4+0+7+4+7+3
No longer listed·4501950
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 10 funders to 12 funders, grant income rose $169k → $334k.

11 of 34 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 22% 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 MISSOULA COUNTY’s funders (the co-funder graph). Top 30 of 34 funders by total. 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 MISSOULA COUNTY leans on a few funders — its largest provides 40% of grant income and the top three 60%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

36% 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 MISSOULA COUNTY.

40%
largest funder
60%
top three
~5
effective funders

Largest funder’s share by year: 2017 33% · 2018 31% · 2019 27% · 2020 46% · 2021 70% · 2022 27% · 2023 15% — 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

68% of UNITED WAY OF MISSOULA COUNTY's funders are still giving 3 years after their first grant; 59% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

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

75% of UNITED WAY OF MISSOULA COUNTY's grant income comes from Montana funders.

WA
MT
MN
NY
OH
PA
RI
CA
CO
MD
DE
NC
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. $758k arriving through sponsors registered in 9 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 MISSOULA COUNTY's funding base is broadening — from 10 funders to 12 as grant income climbed.

Operating margin8% · below the median
Months of reserve2.0mo · bottom quartile
Revenue growth (annualized)6% · below the median

this organization peer median middle 50% of peers· 2,910 philanthropy nonprofits $1M–$10M, FY2024

Organizations like UNITED WAY OF MISSOULA 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

82% of spending goes to programs.

Program 82%Management 10%Fundraising 9%

Governance

16
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

82%

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 MISSOULA 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 MISSOULA COUNTY?
UNITED WAY OF MISSOULA COUNTY (Montana) receives grants from 34 organizations whose IRS filings report $3,422,551 to it, the largest being HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA ($1,354,500). 20 of them have funded it in more than one year.
How many funders does UNITED WAY OF MISSOULA COUNTY have?
IRS filings report 34 organizations giving $3,422,551 in grants to UNITED WAY OF MISSOULA COUNTY, 20 of which have funded it in more than one year.
Who is the largest funder of UNITED WAY OF MISSOULA COUNTY?
HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA is the largest funder on record, with $1,354,500 in grants. The full list of funders is on this page.
How can an organization like UNITED WAY OF MISSOULA 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 FY2024 (financials across 2017–2024), and the filings of 34 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