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Our Mission:

Our mission is to increase the organized capacity of people to care for one another in our community.


United Way of
Lewis & Clark County


75 East Lyndale
PO Box 862
Helena, Montana 59624

(406) 442-4360
Fax: (406) 442-8716

Office Hours:
8:00 a.m. to 5:00 p.m.
Monday - Friday

e-mail us


2009 Annual Report

You are also invited to read our annual report to the community.


June 30, 2009 Financial Statements and 990

We invite you to read our 990 (Return of Organization Exempt From Income Tax) as of the fiscal year ending June 30, 2009: pages 1-10, pages 11-19, and pages 20-25. Also available for review are the Financial Statements as of June 30, 2009: table of contents through page 7 and pages 8-13.

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.


June 30, 2008 Financial Statements and 990

You are invited to read our 990 (Return of Organization Exempt From Income Tax) as of the fiscal year ending June 30, 2008 and our Financial Statements as of June 30, 2008.

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.

Darla Fitzpatrick, President
Robert Ward, First Vice President
Suzanne Severin, Second Vice President
Charles Rolling, Treasurer
Jenni Wendt, Immediate Past President

Rachel Amdahl, American Federal Savings Bank
Newell Anderson, Community Volunteer
Pat Bertagnolli, UPS
Steve Blom, Galusha, Higgins, Galusha
Sheldon Boe, Blue Cross Blue Shield of Montana
Laurie Ekanger, Community Volunteer
Mark Esponda, American Federal Savings Bank
Darla Fitzpatrick, New West
Mike Green, Crowley Fleck PLLP
Shannon Hall, Blue Cross Blue Shield of Montana
Laurie Hanson, Allegiance
Hal Jacobson, Community Volunteer
Carol Lockwood, Heritage Propane
Steve Louttit, Wells Fargo Bank NA
Sandi Luckey, Montana AFL-CIO
Sherron Massman, Community Volunteer
Tom McGree, Montana International Insurance
Bruce Messinger, Helena School District No. 1
Roxanne Meury, Edward Jones
Chris Miller, St. Peter's Hospital
Glen Newhart, Shodair Hospital
Christian Piper, Target
Jim Rickman, Independent Record
Charles Rolling, Community Volunteer
Jan Schenk, Schenk Insurance Agency
Steve Schmitt, NorthWestern Energy
Suzanne Severin, Anderson ZurMuehlen & Company
Anita Shontz, Morrison-Maierle, Inc.
JoAnne Stephen, AAA Mountain West
Hiromi Tousey, Costco
Robert Ward, Enterprise Rent a Car
Ron Waterman, Gough Shanahan Johnson & Waterman, Attorneys at Law
Jenni Wendt, Community Volunteer
Larry Winslow, Community Volunteer
Alice Otten, Honorary Member

United Way Staff

Tim McCauley, Executive Director
Terey Artz,
Associate Director
Cathy Salo
, Administrative Assistant
Luann Copeland
, Receptionist

Mark Gerl
, CFC

Windy McCarter
, Office Assistant


United Way of Lewis & Clark County · 75 East Lyndale · PO Box 862 · Helena, Montana 59624 · (406) 442-4360 · Fax: (406) 442-8716 · e-mail us