2023-05-15T18:11:32-05:00 2022-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2021-07-01 910606058 United Way of Spokane County UNIT 5098386581 920 N Washington Ste 100 Spokane WA 99201 John Dickson President, CEO & Secretary 5098386581 2023-05-15 1 John Dickson 999009999 Deb Nelson CPA P01264758 6122536500 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Spokane County United Way John Dickson 920 N Washington Ste 100 Spokane WA 99201 2802582 0 X www.unitedwayspokane.org X 1953 WA Creating measurable results that improve people's lives. 30 30 25 1162 0 0 3656222 2767074 72229 34896 104115 612 0 0 3832566 2802582 1917373 1663832 0 0 1095296 1067941 0 0 119864 400555 443903 3413224 3175676 419342 -373094 3101889 2681328 218356 211212 2883533 2470116 X The mission of Spokane County United Way is to mobilize our community resources to create measurable results that improve the lives of the people living in our community and advance the idea of the common good. (Continued on Schedule O)Our vision is that Spokane County will be known for increasing health, prosperity, and educational attainment for at risk community members, and is a tool for breaking the local cycle of intergenerational poverty. 0 0 557158 557158 34896 Donor Designated Gifts: Spokane County United Way runs a major fundraising program, the Workplace Campaign. Many of the donations to the campaign are specifically designated to qualified non-profit agencies. Acting as an agent, United Way ensures that these donations are collected and accurately distributed at least quarterly, under standards established by United Way Worldwide. The Organization collected and distributed $557,158 related to this campaign during the fiscal year. The Organization charged and collected processing fees for administering donations in the amount of $34,896 during the fiscal year. 385500 385500 Education: Funding is provided primarily to local impact partners as part of the organizations goal of cutting educational achievement gaps in half, focusing resources on children and youth who are low-income, racial/ethnic minorities, and/or have special needs. Spokane County United Way is involved in providing over 14,251 community members access to bilingual trail markers through Born Again Learning Trails and 7,400 children under the age of 5 access to 1 free book every month through the Dolly Parton Imagination Library Foundation. 363500 363500 Health: Funding is provided to local impact partners for programs directed at improving the health and safety of families in Spokane County, WA. Spokane County United Way provides financial support to local organizations that focus on preventing or mitigating the impact of child abuse, child neglect, domestic violence, mental illness, and substance abuse. 322131 304500 Financial Stability: Funding provided to community agencies and community members for programs that support improving the financial stability of low-income households in Spokane County, WA, especially low-income families with children. 76279 Community Planning & Capacity: Staff participated in community collaborations to improve cultural competency, reduce youth and family homelessness, improve access to medical and dental services for low-income populations, reduce the impact of adverse childhood experiences, and improve the local early learning infrastructure. 106535 33808 Excelerate Success: Excelerate Success addresses the impacts of racism, particularly structural racism. The initiative seeks to build community by promoting collaboration among Black, Indigenous, People of Color (BIPOC) and white people in Spokane County as well as among people with other marginalized identities. Excelerate Success has 3 core strategies: racial affinity groups; trainings led by impacted communities; and annual community learning events. 133142 15700 Volunteer Services: The organization supports individual, group, and corporate volunteer engagement as a strategy to fulfill its mission. To support its financial stability work, Spokane County United Way promoted a free self-filing tool, www.MyFreeTaxes.com. Members of the Emerging Leaders Society contributed talent and 170 volunteer hours to projects in the community with local non-profit agencies. In addition, Spokane County United Way maintained a web-based platform, www.volunteerspokane.org, which served as a free resource to match community volunteers with opportunities at local nonprofit organizations. Spokane County United Way manages the selection and support of AmeriCorps VISTA projects and members in Spokane County in coordination with Corporation for National and Community Service (CNCS). 28567 Labor Relations: Spokane County United Way Labor Services works with the labor community to educate interested members about available health and human care services, recruit volunteers for food drives, and recruit and place members of organized labor with volunteer opportunities in human and health care organizations. 164478 3666 Homeless Initiative: Spokane County United Way partners with A Way Home Washington to help participating communities improve their data collection methods, advocate for legislative change, develop partnerships with systems and service providers, and implement projects that improve access to services and lead to equitable outcomes for all young people. Building on the success of the Anchor Community Initiative, United Way is launching Built for Zero initiative with Community Solutions; a new effort to support homeless veterans and chronically homeless adults. This work is supported by funding United Way received from the Kaiser Permanente Foundation. Spokane County United Way joined the Built for Zero collaborative which is made up of more than 90 communities that have committed to measurably ending homelessness, one population at a time. Using data, communities have changed how local homeless response systems work and the impact they can achieve. Fourteen of the collaborative communities have ended homelessness for a population by reaching a standard called functional zero. More than half have achieved reductions in the number of people experiencing chronic and veteran homelessness. 831132 357674 2137290 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Erin Buurkarl 5098386581 920 N Washington Ste 100 Spokane WA 99201 Tim Henkel - left mid-year President, CEO & Secretary 40.00 X 128740 0 10592 Amy Fanning Vice President- left mid-year 40.00 X 75635 0 8747 John Dickson - from mid-year President, CEO & Secretary 40.00 X 13492 0 1610 David Condon Chair Elect - started mid-year 2.00 X X 0 0 0 Frank Velazquez Board Chair 2.00 X X 0 0 0 Jason Thackston Treasurer 2.00 X X 0 0 0 Wendy Newman Treasurer - left mid-year 2.00 X X 0 0 0 Stacey Cowles Committee Chair 2.00 X 0 0 0 Larry Valadez Committee Chair 2.00 X 0 0 0 Yolanda Gallardo Committee Chair 2.00 X 0 0 0 Alisha Benson Campaign Co-Chair - left mid-year 2.00 X 0 0 0 Aileen Luppert Director 2.00 X 0 0 0 Tim Fitzgerald Committee Chair 2.00 X 0 0 0 Ann Gorman Director 2.00 X 0 0 0 Ben Small Director 2.00 X 0 0 0 Bryan White Director 2.00 X 0 0 0 Cara Beatty Director - started mid-year 2.00 X 0 0 0 Charlotte Nemec Director - started mid-year 2.00 X 0 0 0 Chris Preti Director 2.00 X 0 0 0 Deloris Duquette Director 2.00 X 0 0 0 Erin Williams-Hueter Director - started mid-year 2.00 X 0 0 0 Gary Klingsporn Director - started mid-year 2.00 X 0 0 0 Ken Brown Director - started mid-year 2.00 X 0 0 0 Ken Roberts Director 2.00 X 0 0 0 Kris Workman Director 2.00 X 0 0 0 Lisa Lewis Director - started mid-year 2.00 X 0 0 0 Lisa Sunderman Director - started mid-year 2.00 X 0 0 0 Matt Wetzel Director - started mid-year 2.00 X 0 0 0 Neal Boling Director 2.00 X 0 0 0 Nicole Jenkins-Rosenkrantz Director - started mid-year 2.00 X 0 0 0 Rev Benjamin Watson Director - started mid-year 2.00 X 0 0 0 Ronda Kenney Director 2.00 X 0 0 0 Timm Ormsby Director 2.00 X 0 0 0 Traci McGlathery Director 2.00 X 0 0 0 Martin Hughes Director - left mid-year 2.00 X 0 0 0 Christine Varela Director - left mid-year 2.00 X 0 0 0 Emily Arneson Director - left mid-year 2.00 X 0 0 0 Michelle Grabicki Director - left mid-year 2.00 X 0 0 0 Paul Read Director - left mid-year 2.00 X 0 0 0 Shelby Stokoe Director - left mid-year 2.00 X 0 0 0 Lonnie Mitchell Director - left mid-year 2.00 X 0 0 0 Bob Larson Director - left mid-year 2.00 X 0 0 0 Thomas Leighty Director - left mid-year 2.00 X 0 0 0 Jan Schmidlkofer Campaign Co-Chair - left mid-year 2.00 X 0 0 0 Chrissy Davis-Jones Director - left mid-year 2.00 X 0 0 0 217867 0 20949 1 0 0 0 0 249710 2517364 2767074 Service Fees 541611 34896 34896 34896 612 612 2802582 34896 0 612 1663832 1663832 208644 78413 109870 20361 634411 238425 334075 61911 47090 13843 28513 4734 109555 32207 66336 11012 68241 25724 35963 6554 13900 13900 50036 23906 24537 1593 30505 14843 15407 255 41444 11089 25609 4746 58799 1294 57505 116107 116107 4599 4041 74 484 22291 11828 3480 6983 53720 53720 2613 1698 915 8853 8853 41036 17845 22875 316 3175676 2137290 918522 119864 734620 422801 1238696 1239423 684473 638484 9500 11919 22805 31364 239324 224037 17899 15287 393896 322050 3101889 2681328 89092 132259 129264 78953 218356 211212 X 1855235 1566294 1028298 903822 2883533 2470116 3101889 2681328 X -373094 -40323 X 0 1 X 1 0 X 3692444 3644120 3320582 3650222 2767074 17074442 3692444 3644120 3320582 3650222 2767074 17074442 17074442 28354 32905 19768 104043 612 185682 17260124 109722 0.98920 0.98760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 937741 1120 -131277 31523 10908 765153 768731 900 209700 31100 10490 937741 803856 1000 4738 30730 10133 768731 808401 1100 34997 30458 10184 803856 791933 1367 55724 30486 10137 808401 1.00000 0.00000 0.00000 1 0 45202 45202 0 96143 86543 9600 97979 92292 5687 15287 Beneficial Interest in Assets Held by Innovia Foundation 322050 322050 X 2205101 -40323 -557158 -597481 2802582 0 2802582 2618518 0 2618518 557158 557158 3175676 Part V, Line 4: The Endowment Fund of United Way of Spokane County is administered by Innovia Foundation. The fund is administered to ensure growth into perpetuity, while making distributions available on an annual basis for the purposes of financing the mission of United Way of Spokane County. Part X, Line 2: Management believes that the Organization has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Donor Designated Gifts -557,158. Part XII, Line 4b - Other Adjustments: Donor Designated Gifts 557,158. Schedule D, Part XI, Line 2d: Donor Designated Gifts, for which United Way acts as an agent, are included on Form 990. This amount is presented on the audited financial statement as part of "Campaign results, net" but backed out to arrive at net campaign revenue. Schedule D, Part XII, Line 4b: Donor Designated Gifts, for which United Way acts as an agent, are included on Form 990. This amount is present on the audited financial statement as part of "Gross funds awarded/distributed" but backed out to arrive at net funds awarded/distributed. 1 American Indian Community Center 1025 W Indiana Avenue Spokane WA 99205 910822523 501(c)(3) 21021 0 $21,000 in funds to support their programs related to financial stability for at risk individuals in Spokane County. $21 in donor restricted funds designated to agency. American Red Cross 315 W Nora Avenue Spokane WA 99205 530196605 501(c)(3) 14216 0 $10,000 in funds to support their programs related to financial stability for at risk individuals in Spokane County. $4,216 in donor restricted funds designated to agency. Arc of Spokane 320 E 2nd Avenue Spokane WA 99202 910716160 501(c)(3) 22010 0 $21,000 in funds to support their programs related to financial stability for at risk individuals in Spokane County. $1,010 in donor restricted funds designated to agency. Boys & Girls Clubs of Spokane County 544 E Providence Avenue Spokane WA 99207 911983357 501(c)(3) 28217 0 $27,167 in funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. $1,050 in donor restricted funds designated to agency. Camp Fire Inland Northwest 409 N Argonne Spokane WA 99206 910567727 501(c)(3) 14810 0 $13,500 in funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. $1,310 in donor restricted funds designated to agency. Catholic Charities Eastern Washington 12 E 5th Ave Spokane WA 99202 202823241 501(c)(3) 16777 0 Donor restricted funds designated to agency. Childrens Home Society of Washington 2323 N Discovery Place Spokane Valley WA 99216 910575955 501(c)(3) 26000 0 Funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. Communities In Schools of Spokane County 905 W Riverside Avenue Ste 301 Spokane WA 99201 261581358 501(c)(3) 27428 0 $25,000 in funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. $2,428 in donor restricted funds designated to agency. Community-Minded Enterprises PO Box 48150 Spokane WA 99228 911764236 501(c)(3) 19500 0 Funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. Embrace Washington 2202 E Sprague Spokane WA 99202 472048062 501(c)(3) 6774 0 Donor restricted funds designated to agency. Frontier Behavioral Health 107 S Division Street Spokane WA 99202 910853801 501(c)(3) 164241 0 $162,500 in funds to support their programs related to improving the health for at risk individuals in Spokane County. $1,741 in donor restricted funds designated to agency. Fuse Innovation Fund 907 E 8th Avenue Spokane WA 99202 870800705 501(c)(3) 15000 0 Funds to support their programs related to improving the health for at risk individuals in Spokane County. Girl Scouts of Eastern Washington and Northern Idaho 1404 N Ash Street Spokane WA 99201 910570844 501(c)(3) 10000 0 Funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. Gonzaga University Center for Community Engagement 502 E Boone Avenue Spokane WA 99258 910236600 501(c)(3) 27167 0 Funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. Habitat for Humanity - Spokane PO Box 4130 Spokane WA 992020130 943066722 501(c)(3) 5750 0 Donor restricted funds designated to agency. Innovia Foundation 818 W Riverside Avenue Ste 650 Spokane WA 99201 910941053 501(c)(3) 10500 0 Donor restricted funds designated to agency. INW Associated General Contractors 4935 E Trent Avenue Spokane WA 99212 571162422 501(c)(3) 15000 0 Funds to support their programs related to financial stability for at risk individuals in Spokane County. Joya Child & Family Development 2118 W Garland Avenue Spokane WA 99205 910863163 501(c)(3) 20666 0 $15,000 in funds to support their programs related to improving the health for at risk individuals in Spokane County. $5,666 in donor restricted funds designated to agency. Lutheran Community Services Northwest 210 W Sprague Avenue Spokane WA 99201 930386860 501(c)(3) 75295 0 $75,000 in funds to support their programs related to improving the health for at risk individuals in Spokane County. $295 in donor restricted funds designated to agency. Martin Luther King Jr Family Outreach Center 845 S Sherman Street Spokane WA 99202 910912823 501(c)(3) 69320 0 $68,000 in funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. $1,320 in donor restricted funds designated to agency. Next Generation Zone 140 S Arthur Street Suite 300 Spokane WA 99202 460684743 501(c)(3) 27167 0 Funds to support their programs related to financial stability for at risk individuals in Spokane County. Odyssey Youth Movement 1121 S Perry Street Spokane WA 99202 912045932 501(c)(3) 15906 0 $15,000 in funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. $906 in donor restricted funds designated to agency. Planned Parenthood of Greater Washington & North Idaho 1117 Tieton Drive Yakima WA 98902 916071384 501(c)(3) 13008 0 Donor restricted funds designated to agency. Refugee Connections Spokane 35 W Main Avenue Ste 205 Spokane WA 99201 900652201 501(c)(3) 15000 0 Funds to support their programs related to financial stability for at risk individuals in Spokane County. Salish School of Spokane 4125 N Maple Street Spokane WA 99205 271126478 501(c)(3) 31000 0 Funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. SNAP and SNAP Financial Access 3102 W Whistalks Way Spokane WA 99224 911311127 501(c)(3) 52506 0 $50,000 in funds to support their programs related to financial stability for at risk individuals in Spokane County. $2,506 in donor restricted funds designated to agency. Spokane Eastside Reunion Association 3001 E 5th Avenue Spokane WA 99202 452464484 501(c)(3) 15000 0 Funds to support their programs related to financial stability for at risk individuals in Spokane County. Spokane Rotary Foundation 1020 W Riverside Ave Spokane WA 99201 911663352 501(c)(3) 9000 0 Donor restricted funds designated to agency. Spokane Workforce Council 140 S Arthur St Suite 300A Spokane WA 99202 460684743 501(c)(3) 30000 0 Funds to support their programs related to financial stability for at risk individuals in Spokane County. TeamChild 1225 South Weller St Ste 420 Seattle WA 98144 911930194 501(c)(3) 10000 0 Funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. The Salvation Army 204 E Indiana Avenue Spokane WA 99207 941156347 501(c)(3) 82867 0 $73,500 in funds to support their programs related to financial stability for at risk individuals in Spokane County. $9,367 in donor restricted funds designated to agency. Transitions 3128 N Hemlock Street Spokane WA 99205 911307272 501(c)(3) 32040 0 $30,000 in funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. $2,040 in donor restricted funds designated to agency. Treehouse 2100 24th Avenue S Ste 200 Seattle WA 98144 911425676 501(c)(3) 15000 0 Funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. Union Gospel Mission PO Box 4066 Spokane WA 992024066 910613587 501(c)(3) 12610 0 Donor restricted funds designated to agency. United Way of King County 720 Second Avenue Seattle WA 98104 910565555 501(c)(3) 5650 0 Donor restricted funds designated to agency. Vanessa Behan Crisis Nursery PO Box 826 Spokane WA 99210 911625395 501(c)(3) 10955 0 Donor restricted funds designated to agency. YMCA of the Inland Northwest 1126 N Monroe Spokane WA 99201 910827958 501(c)(3) 57456 0 $56,000 in funds to support their programs related to improving educational opportunities for at risk individuals in Spokane County. $1,456 in donor restricted funds designated to agency. YWCA Spokane 920 N Monroe Street Spokane WA 99201 910565025 501(c)(3) 137549 0 $135,000 in funds to support their programs related to improving the health for at risk individuals in Spokane County. $2,549 in donor restricted funds designated to agency. 38 0 Part I, Line 2: The organization requires the submission of reports semi-annually documenting the number of clients served, the quality of services provided, and determination of whether people were better off as a result of the delivered services. Form 990, Part VI, Section A, line 1a The Executive Committee shall consist of members of the Board of Directors in such a number as determined by the Board of Directors. The Chair of the Board of Directors shall serve as Chair of the Executive Committee and Committee membership shall include, the officers of the Corporation and a number of other members as the Board of Directors may determine. The Executive Committee may, between meetings of the Board, exercise any or all of the powers delegated to it by the Board, including, but not limited to consideration of the compensation of the Chief Executive Officer or President, executive performance and guidance, and any emergency needs of the Corporation. Form 990, Part VI, Section B, line 11b Prior to the annual Form 990 being filed, the Finance and Administration Committee of the Board of Directors are provided a copy of the 990 for review, questions and comments during a scheduled finance committee meeting. Once they've reviewed and provided any comments, the rest of governing board receives a copy. Form 990, Part VI, Section B, line 12c The organizational leadership, including Board Chair and President, determines prior to a board of director or committee vote and related discussion whether there may be a conflict of interest with any member. This is done partly via a review of known conflicts of interest as disclosed in an annual survey of board and staff members. In addition, members are asked to self-identify potential conflicts ahead of a decision-making process. Board directors with a declared conflict of interest shall disqualify themselves from voting on a motion relative to the area of conflict. In some cases, it may be appropriate to leave the room when the vote is taken. If the conflict of interest is publicly announced, the director may participate in any discussions relative to the area of conflict. Form 990, Part VI, Section B, line 15a Evaluation of the performance and salary of the CEO is done by the Executive Committee of the Board of Directors. The evaluation and salary of the VP is determined by the CEO. Comparable salary data is reviewed by the committee, with the committee members providing its rationale for their salary recommendation to the board of directors for vote at a regular meeting of the board. These deliberations are documented in meeting minutes and HR files. Form 990, Part VI, Section C, line 19 The audited financial statements and Form 990 are available on our website, unitedwayspokane.org. Our conflict of interest policy, ethics statement, and governing documents are available upon request. Form 990, Part XI, line 9: Change in value of beneficial interest in assets held by Innovia Foundation -40,323.