Cover Photo: A group of United Way donors, staff and board members, agency representatives, and volunteers of all ages show their pride

downtown in Missoula’s historic Florence Building. Maureen Roy Photography, www.maureenroyphotography.com

OUR MISSION: Building A Better Community For All

United Way of Missoula County advances the common good,

specifically in the areas of education, income 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, one-stop way

to support critical services for people in need,

and we make sure that donated dollars are used wisely and well.

534 N Higgins Ave

Missoula, MT

(tel) 406.549.6104 (fax) 406.5649-6105

www.missoulaunitedway.org

Office Hours: 8:30 a.m.—5:00 p.m.

Monday through Friday

Dear Friends and Supporters:

Last year was certainly one to remember.

Despite a challenging economic environment, our 2008 campaign raised more than $1.1 mil-

lion. We were gratified by the community’s generous response, especially when so many of

our neighbors and supporters face such difficult times.

The year had many bright spots, including the launch of , a transformational

movement that calls upon each of us to give, advocate and volunteer, in order to advance the common good. At United Way of

Missoula County, we took that message to heart, broadening our communication and outreach efforts to include new opportuni-

ties for everyone – donors, volunteers, funded programs, board members and staff – to .

At United Way, we envision a world where all individuals and families achieve their potential through education, income stabil-

ity and leading healthy lives. We imagine – and are working toward – a community that fosters hope and

opportunity for everyone. A community in which…

All children receive a quality education that offers a pathway to a brighter tomorrow;

The cycle of poverty and financial dependence ends, and productive livelihoods begin, for even the most

disadvantaged;

All people receive effective health care that improves their quality of life.

Going forward, in collaboration with a broad array of partners, we will hold ourselves accountable for advancing these goals

through a steadfast commitment that will include continually measuring improvements in education, income and health.

Also in 2008, we continued to do what we have done throughout our almost 80-year history: invest in the work of outstanding

health and human-service programs. United Way of Missoula County provided more than $720,000 in grants to more than 30

carefully screened prevention and safety-net programs, and allocated another $88,000+ in donor-designated dollars. While we

know that our funds will be reduced in 2009, we are confident in our ability to continue doing as much good as we can with the

resources available to us.

As we address today’s challenges and embrace tomorrow’s opportunities, we are deeply grateful to our friends and supporters.

As you read through these pages, we hope you feel our sense of accomplishment, energy and optimism.

Thank you for being part of our story. Thank you for helping us write the next chapter. Thank you for Living United.

Susan Hay Cramer Robert A. Homer

Chief Executive Officer President, 2007-08

We are proud to support our partners and the work they do every day on behalf of vulnerable people

in our community. Together, we are focusing on providing food, shelter, health care, counseling, and

educational resources to thousands of our neighbors in need.

211/First Call for Help

Big Brothers Big Sisters of Missoula

C.A.S.A. of Missoula

Child Care Resources, Inc.

Eagle Watch Mobility, Inc.

Flagship Program

Friends to Youth, Inc

Garden City Harvest

Missoula Aging Services

Crisis Elder Care Management

Meals on Wheels

Senior Companion Program

Senior Diner Club

Missoula Food Bank

Montana Radio Reading Service

Mountain Home Montana

The Parenting Place

Partnership Health Center

Breast & Cervical Health Program

Healthcare for the Homeless

Ryan White Program

Ponderosa Council of Camp Fire USA

The Poverello Center, Inc.

Salvation Army

Watson Children’s Shelter

Women’s Opportunity & Resource Development Inc.

(WORD)

Family BASICS

Futures

Youth Homes, Inc.

Shirley Miller Attention Home

Tom Roy Guidance Home

YWCA of Missoula

Ada’s Place Transitional Housing

Pathways Program

211/First Call for Help

American Red Cross

Bitterroot Attention Home

Bitterroot CASA, Inc.

Child Care Resources

Haven House Food Bank

Kids First

Literacy Volunteers of America—Bitterroot

Literacy Volunteers of America—Bitterroot

Pantry Partners

Ravalli County Council On Aging

Ravalli Head Start

SAFE

Salvation Army

Valley Veterans Service Center

Western Montana Mental Health Center

2008 UNITED WAY OF RAVALLI COUNTY FUNDED PROGRAMS

As the fiscal agent and administrator of United Way of Ravalli County, we at United Way of

Missoula County are moving assertively to further build and strengthen our Bitterroot

affiliate. We are excited about the growing potential of UWRC and its support of outstanding non-

profit organizations providing critical services throughout Ravalli County.

2008-09 Leadership

President: Richard Huffman, St. Patrick Hospital & Health Sciences Center/Thomas Cuisine Management

President-Elect: Kayla Clark, Lambros/ERA Real Estate

Mountain Home Montana Missoula Aging Services—Meals on Wheels

In 2008, The Meals On Wheels program delivered more than 87,000 hot, nutritious meals Monday through Friday to more than 575 homebound seniors and adults with

disabilities. Volunteer drivers bring more than a hot meal; their daily visits provide warmth

and caring concern for homebound elders. Photo by Linda Thompson of the Missoulian.

Mountain Home Montana has been providing a home and services to teen mothers

and their children since 2000. Here, a young mother introduces her son to the

kicking feet of his baby brother.

Your gifts to United Way support dozens of carefully selected programs helping to make

life better in Missoula and Ravalli counties. These are just a few of those

programs in action.

Missoula Aging Services—Foster Grandparents Watson Children's Shelter

Foster Grandparent volunteers provide special care, attention and aca-demic guidance to children of all ages in Missoula County schools. Last

year, Foster Grandparents were involved in 18 schools, agencies and pre-

schools, serving 347 children one-to-one. Photo by Linda Thompson of the Missoulian. Children from Watson Children’s Shelter experience the joy of learning to ski.

Mountain Home Montana

United Way of Missoula County and our many community partners work to advance the common

good by focusing on education, income and health. These are the building blocks of a good life: a

quality education that leads to a stable job, enough income to support a family through retirement,

and a healthy lifestyle. United Way of Missoula County’s goal is to create long-lasting changes that

prevent vulnerable people from falling into trouble in the first place and to provide services that

meet basic needs like food, shelter, health care, counseling and education.

Building Blocks For A Good Life

Education: Opening doors to educational achievement, from preschool through adulthood

Income: Improving financial stability for vulnerable people of all ages, including seniors,

young families and single parents

Health: Promoting healthy lifestyles and access to health care for children and adults

Basic Needs: Continuing to meet basic needs so that goals in education, income and health

can be met

Meeting Basic Needs

United Way of Missoula County supported the At-Risk Housing Coalition’s Project

Homeless Connect, a one-stop event at which 50 community agencies and 150

volunteers came together to provide nearly 300 of Missoula’s neediest citizens with basic

services, including food, clothing, blankets, haircuts, medical and dental care, mental

health counseling, and information about public benefits, employment,

education, housing – and more. UWMC purchased reading glasses, eyeglass repair kits,

socks, underwear and winter hats. UWMC’s board of directors also gathered and donated sleeping

bags, blankets and winter clothing.

Improving Family Financial Education

A grant from United Way of Missoula County to homeWORD helped offset the

cost of an AmeriCorps intern working with the Montana Making $ense

program, helping clients improve their financial stability and manage their money

more wisely. Among other areas of financial education, MM$ interns help low-income clients apply

for and receive the Earned Income Tax Credit.

Providing a Hand in a Time of Need

2008 brought unprecedented increases in food and fuel prices. Missoula Food Bank,

like other food banks around the country, was forced to rethink how they purchased

and stored bulk foods in order to best serve an increasing

population. A special grant from United Way of Missoula County helped

Missoula Food Bank rent warehouse space to increase their capacity to store bulk

food.

Banners

going up on Higgins Ave. Maureen Roy Photography

, The Next Generation

TOCQUEVILLE SOCIETY 2008

Membership in the Tocqueville Society is granted to individuals who contribute at least $10,000 an-

nually to United Way of Missoula and Ravalli Counties. We are grateful to the following caring phi-

lanthropists for their commitment to building a better community for all.

*Denotes contributors at the Tocqueville Society level for five or more years.

Gallagher Western Montana Charitable Foundation, Inc., in memory of Bill & Rosemary Gallagher*

Paul & Jeanne Moseley

Susan J. Muralt*

The Estate of Dr. Scott & Rebecca Pennepacker

Jill Perelman

John & Sue Talbot*

Sandy & Pam Volkmann*

Assets

Cash and Cash Equivalents $ 119,147

Investments $ 137,348

Endowment Investments $ 489,103

Contributions Receivable, Net of Allowance of $150,297 $ 621,297

Accounts Receivable $ 21,012

Prepaid Insurance and Maintenance $ 11,960

Furniture and Equipment, Net of Accumulated Depreciation

$ 10,330

Total Assets $ 1,410,197

Liabilities

Accrued Expenses $ 1,677

Custodial Funds $ 104,505

Amounts Due External Parties $ 1,029

Total Liabilities $ 107,211

Net Assets

Restricted

Temporarily Restricted $ 621,297

Permanently Restricted $ 489,103

Total Restricted $ 1,110,440

Unrestricted

Designated Reserves $ 174,567

Undesignated $ 18,019

Total Unrestricted $ 192,586

Total Net Assets $ 1,302,986

The figures herein represent United Way of Missoula County’s statement of financial position and activities for the fiscal year ending 12/31/08. Our fundraising year ended 2/28/09. The additional $124,627 raised in January and February of 2009 is not included here, but is reflected in our audited financial statement, a copy of which is available upon request.

Despite the impact of a difficult economy, including in terms of severe investment-fund losses, we are proud that the results of our fund-raising efforts are supporting many outstanding health-and human service programs throughout Missoula and Ravalli counties.

Revenues, Gains, & Other Support

Unrestricted Temporarily Restricted

Total Unre-stricted and Temporarily Restricted

Permanently Restricted

Totals

Campaign Results $ 382,665 $ 621,297 $ 1,003,962 $ 1,007 $ 1,004,969

Designations $ (54,127) - $ (54,127) - $ (54,127)

Campaign Income $ 328,538 $ 621,297 $ 949,835 - $ 949,835

Investment loss $ (139,918) - $ (139,918) - $ (139,918)

Net assets released from restrictions

$ 991,092 $ (991,092) - - -

Total Revenues, Gains and Other Support

$ 1,179,172 $ (369,795) $ 809,917 $ 1,007 $ 810,924

EXPENSES

Program Services

Agency review and assistance $ 184,591 - $ 184,591 - $ 84,591

Agency allocations $ 784,921 - $ 784,921 - $ 784,921

Total Program Services $ 969,512 - $ 969,512 - $ 969,512

Supporting Services

Fundraising $ 156,886 - $ 156,886 - $ 156,886

Management and general $ 112,061 - $ 112,061 - $ 112,061

Total Supporting Services $ 268,947 $ 268,947 - $ 268,947

Total Expenses $ 1,238,459 - $ 1,238,459 - $ 1,238,459

NET ASSETS

Beginning of year $ 251,333 $ 991,092 $ 1,242,425 $ 488,096 $ 1,730,521

End of year $ 192,586 $ 621,297 $ 813,883 $ 489,103 $ 1,302,986

INCREASE (DECREASE IN NET ASSETS)

$ (58,747) $ (369,795) $ (428,542) $ 1,007 $ (427,535)

President: Bob Homer, Bitterroot Motors

Vice President: Scott Stearns, Boone Karlberg PC

Treasurer: John Horner, First Interstate Bank

Past President: Richard Huffman, St. Patrick Hospital & Health Sciences Center

Campaign 2008 Chair: Susan J. Muralt, Business Owner

Tina Begay, American Indian Business Leaders

Lynda L. Brown, Tamarack Management, Inc.

Stephen G. Carlson, Community Medical Center

Patrick Clevenger, Smurfit-Stone Container Corp.

Richard Dailey, University of Montana (retired)

Doug Harrison, Mountain Water Company

Daniel E. Kiely, Merrill Lynch

Stacey Mueller, Missoulian

Steve Patrick, Roscoe Steel & Culvert Co.

Dean Skaja, Smurfit-Stone Container Corp., Local 885

John Stenger, Insured Titles LLC

Andrea Vernon, University of Montana

Sandy Volkmann, Volkmann Woodworking

Judy Wahlberg, Re/Max Realty Consultants, LLC

Carol Williams, Worden Thane PC

Susan Hay Cramer, Chief Executive Officer, susan@missoulaunitedway.org

Beth Burman, Manager of Development & Marketing, beth@missoulaunitedway.org

Michelle Eckert, Executive & Development Assistant, michelle@missoulaunitedway.org

Layci Nelson, Director of Combined Federal Campaign of Western Montana, layci@missoulaunitedway.org

Zoë O’Neill, Community Impact Manager, zoe@missoulaunitedway.org

Shari Strachan, Director of Operations, shari@missoulaunitedway.org

534 N Higgins Ave

Missoula, MT 59802

Non-profit Org

US Postage Paid

Missoula, MT

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