




Our Mission:
Our mission is to increase the organized capacity
of people to care for one another in our community.
United
Way of the
Lewis & Clark Area
serving
Broadwater, Jefferson and Lewis & Clark Counties
75 East Lyndale
PO Box 862
Helena, Montana 59624
406.442.4360
(Fax) 442.8716
Office Hours:
8:00 a.m. to 5:00 p.m.
Monday - Friday
e-mail us
2011 Annual Report
You are invited to read our annual
report to the community.
June 30, 2011 Financial Statements and 990
We also invite you to read
our 990
(Return of Organization Exempt From Income Tax) as of the
fiscal year ending June 30, 2011.
Also available for review are the Financial Statements as of
June 30, 2011.
A printed copy is available
in the United Way office at 75 East Lyndale during our regular business
office hours of 8:00 a.m. to 5:00 p.m. Monday through Friday.
Printed copies of previous Financial Statements
and 990's are available at the United Way office.
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United Way Board Members
United Way is an autonomous independent community
resource and is governed by a 37 member board of directors.
The board of directors is made up of people of all
different political and religious backgrounds. They put aside any
differences to work together for the common good of our community.
Suzanne Severin, President
Carol Lockwood, First Vice President
Steve Louttit, Treasurer
Robert Ward, Immediate Past President
Rachel Amdahl, American Federal Savings
Bank
Newell Anderson, Community Volunteer
Laurie Ekanger, Community Volunteer
Darla Fitzpatrick, New West
Shannon Hall, Blue Cross Blue Shield of Montana
Laurie Hanson, Allegiance
John Harrington, Independent Record
Hal Jacobson, Community Volunteer
Rayellen Johnson, Walmart
Holly Kaleczyc, Community Volunteer
Terri Kunz, US Bank
Ryan Lindsay, Galusha, Higgins & Galusha
Carol Lockwood, Heritage Propane
Steve Louttit, Wells Fargo Bank
Sandi Luckey, Montana AFL-CIO
Sherron Massman, Community Volunteer
Tom McGree, Anderson ZurMuehlen & Co.
Judy Merickel, Project Management
Roxanne Meury, Edward Jones
Keith Meyer, Helena School District No. 1
Chris Miller, St. Peter's Hospital
Christian Piper, Target
Jim Rickman, Pioneer Newspaper
Elizabeth Richardson, UPS
Charles Rolling, Community Volunteer
Matt Rude, Rocky Mountain Development Council
Jan Schenk, Schenk Insurance Agency
Steve Schmitt, NorthWestern Energy
Suzanne Severin, Anderson ZurMuehlen & Co.
Anita Shontz, Morrison-Maierle, Inc.
Michael Spatz, AAA Mountain West
Dan Trost, DA Davidson
Robert Ward, Community Volunteer
Dev Warren, Upstream Academy, Anderson ZurMuehlen & Co.
Ron Waterman, Gough Shanahan Johnson & Waterman, Attorneys at
Law
United Way Staff
Tim
McCauley, Executive Director
Terey Artz, Associate Director
Luann
Copeland, Receptionist
Mark Gerl, CFC
Brandon
Saiki, Carroll College Workstudy
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