2019-10-24T22:30:53-07:00 2019-06-30 PADGETT & PADGETT PLLC 1302 Cleveland Ave Mount Vernon WA 98273 990 2018-07-01 910570788 United Way Of Whatcom County UNIT 3607338670 1500 Cornwall Ave Suite 203 Bellingham WA 982254521 Jeremy Jordan Treasurer 3607338670 2019-10-10 Steve Padgett CPA P00151785 3604241040 2019-10-24 X 73.157.79.230 2019-10-24 22:30:39 PD P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2019-02-21 02:37:17Z Peter Theisen PO Box 4027 Bellingham WA 98227 1720421 false X www.unitedwaywhatcom.org X 1956 WA SERVING WHATCOM COUNTY TO UNITE COMMUNITY RESOURCES AROUND A COMMON CAUSE THAT MEASURABLY IMPROVES LIVES. 14 14 8 254 0 0 1726591 1679137 0 23539 31604 5002 -3614 1755132 1707127 1046831 852736 0 377289 423983 0 199586 142641 178255 1566761 1454974 188371 252153 3025805 3008446 180929 187656 2844876 2820790 SERVING WHATCOM COUNTY TO UNITE COMMUNITY RESOURCES AROUND A COMMON CAUSE THAT MEASURABLY IMPROVES LIVES. false false 978548 891871 0 UNITED WAY AWARDS GRANTS TO SUPPORT DIRECT SERVICES THAT ADDRESS EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH. GRANT RECEIPIENTS ARE REVIEWED ANNUALLY BY A VOLUNTEER COMMITTEE WHICH MAKES FUNDING RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE ANNUAL GRANT REVIEW PROCESS INCLUDES REVIEW OF SERVICE DATA, FINANCIAL AND ORGANIZATIONAL DATA AND SITE VISITS. 76525 0 70285 UNITED WAY ALSO PROVIDES SHORT-TERM SUPPORT FOR EMERGING PROGRAMS OR ORGANIZATION TRANSITIONS AS WELL AS COMMUNITY-WIDE INITIATIVES. CURRENT FOCUSES INCLUDE COMMUNITY HEALTH IMPROVEMENT PLAN AND A NUMBER OF PROJECTS THAT ADDRESS EARLY CHILDHOOD EDUCATION, POVERTY, AND HEALTH. AND TARGETED ADVOCACY FOR SPECIFIC ISSUES. 39135 0 0 DESIGNATIONS - DONATIONS DESIGNATED TO SPECIFIC NON-PROFIT 501(c)3 AGENCIES AS REQUESTED BY THE DONOR. THE AGENCIES ARE COMPLIANT WITH THE IRS AND THE PATRIOT ACT PRIOR TO FUNDS BEING DISTRIBUTED. 1094208 true true false false false false false false false true true false false false false false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 6 0 true 8 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false WA X X Peter Theisen President 3607338670 1500 Cornwall Ave Suite 203 Bellingham WA 982254521 GEOFF BEAUMONT DIRECTOR 1.25 X 0 0 0 BRENT BELSHER DIRECTOR 1.25 X 0 0 0 LINDSEY CERISE DIRECTOR 1.25 X 0 0 0 DEBBIE HOGUE DIRECTOR 1.25 X 0 0 0 KARA IRVIN DIRECTOR 1.25 X 0 0 0 JEREMY JORDAN DIRECTOR 1.25 X 0 0 0 CEZAR MESQUITA DIRECTOR 1.25 X 0 0 0 PAUL MURPHY DIRECTOR 1.25 X 0 0 0 TROY NUTTER DIRECTOR 1.25 X 0 0 0 JESSICA SANKEY WELLNESS DIRECTOR 1.25 X 0 0 0 TONY BON DIRECTOR 1.25 X 0 0 0 GURPREET DHILON DIRECTOR 1.25 X 0 0 0 NICK HODSON DIRECTOR 1.25 X 0 0 0 HEATHER MILIGAN DIRECTOR 1.25 X 0 0 0 PETER THEISEN CEO 40.00 X 94016 0 0 DIANNE BRADSHAW FINANCE/HR MANAGER 40.00 X 46808 0 0 140824 0 0 false false false 1679137 1679137 31604 0 31604 9680 13294 -3614 0 -3614 1707127 0 0 27990 852736 852736 325994 137930 82758 105306 67609 30424 18254 18931 30380 12211 7327 10842 17222 6717 5683 4822 14206 5540 4688 3978 3185 1242 1051 892 15978 6231 5273 4474 5341 1706 1443 2192 1233 481 407 345 16062 6264 5300 4498 22630 8826 7468 6336 4471 1744 1475 1252 CAMPAIGN EVENTS 13294 0 0 13294 MAINTENANCE 18782 7325 6198 5259 PRINTING AND PUBLICATION 6621 2582 2185 1854 CAMPAIGN SUPPLIES 4073 0 0 4073 35157 12249 11670 11238 1454974 1094208 161180 199586 1463034 1321139 550699 643736 14193 11645 191614 111724 92403 79890 905476 952036 3025805 3008446 149592 157945 31337 29711 180929 187656 X 1481948 1513958 1279615 1223519 83313 83313 2844876 2820790 3025805 3008446 X 252153 21328 -297567 X false true X true false X 0 1984857 1818296 1770978 1726591 1679137 8979859 0 0 1984857 1818296 1770978 1726591 1679137 8979859 0 8979859 12541 13424 12332 23539 31604 93440 0 0 9073299 0 0.98970 0.99150 X 0 0 0 149012 149012 149012 149012 149012 149012 149012 149012 149012 149012 false false 0 0 118434 54142 64292 73180 57582 15598 79890 1507413 21328 11185 32513 1474900 232227 232227 1707127 1454974 1454974 1454974 Pt XI, Line 4b Revenue Amounts Included on Return - Other DONOR DESIGNATIONS $132,515 ALLOWANCE FOR UNCOLLECTIBLE PLEDGES $157,910 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE $-14,904 Pt XII, Line 4b Expense Amounts Included on Return - Other DONOR DESIGNATIONS $32,978 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE $-14,904 PRIOR YEAR UNCOLLECTIBLE $-22,244 true ARC OF WHATCOM COUNTY 2602 MC LEAD RD Bellingham WA 98225 311579359 3 11279 HEALTH & WELFARE BELLINGHAM CHILDCARE & LEARNING CENTER 2600 SQUALICUM PARKWAY BELLINGHAM WA 98225 911523127 3 33750 HEALTH & WELFARE BELLINGHAM FOOD BANK 1824 ELLIS ST BELLINGHAM WA 98225 910918619 3 38016 HEALTH & WELFARE BOYS & GIRLS CLUB OF WHATCOM COUNTY 1715 KENTUCKY ST BELLINGHAM WA 98226 910836427 3 53086 HEALTH & WELFARE BRIGID COLLINS FAMILY SUPPORT CENTER 1231 W GARDON 200 BELLINGHAM WA 98225 943121951 3 89878 HEALTH & WELFARE COMPASS HEALTH PO BOX 3810 EVERETT WA 98213 911180810 3 20031 HEALTH & WELFARE DOMESTIC VIOLENCE SEXUAL ASSULT SERVICES OF WHATCOM COUNTY 1407 COMMERCIAL BELLINGHAM WA 98225 911066325 3 68673 HEALTH & WELFARE LYDIA PLACE 1701 GLADSTORE BELLINGHAM WA 98226 943111948 3 60701 HEALTH & WELFARE MAX HIGBEE COMMUNITY RECREATION CENTER 315 HALLECK ST BELLINGHAM WA 98225 911275451 3 20447 HEALTH & WELFARE MERCY HOUSING NORTHWEST 512 STERLING DRIVE BELLINGHAM WA 98226 911546525 3 13269 HEALTH & WELFARE NORTHWEST YOUTH SERVICES 1020 STATE ST BELLINGHAM WA 98225 910970561 3 74537 HEALTH & WELFARE OPPORTUNITY COUNCIL 1111 CORNWALL SUITE C BELLINGHAM WA 98225 910787820 3 61744 HEALTH & WELFARE REBOUND OF WHATCOM COUNTY 316 E MCLEOD 2 BELLINGHAM WA 98226 320026743 3 24762 HEALTH & WELFARE SUN COMMUNITY SERVICES 515 E CHESTNUT ST BELLINGHAM WA 98225 910926916 3 23000 HEALTH & WELFARE WHATCOM CENTER FOR EARLY LEARNING 2001 H ST BELLINGHAM WA 98225 911526226 3 34417 HEALTH & WELFARE WHATCOM COUNCIL ON AGING 315 HALLECK ST BELLINGHAM WA 98225 910784024 3 25883 HEALTH & WELFARE WHATCOM EARLY LEARNING ALLIANCE 1111 CORNWALL AVE SUITE C BELLINGHAM WA 98225 910787820 3 30000 HEALTH & WELFARE WHATCOM FAMILY YMCA 1256 W STATE ST BELLINGHAM WA 98225 910482690 3 40388 HEALTH & WELFARE WHATCOM LITERACY COUNCIL 2205 ELM ST BELLINGHAM WA 98225 911220307 3 38310 HEALTH & WELFARE WORK OPPORTUNITIES 192 E BAKERVIEW STE 202 BELLINGHAM WA 98226 910754419 3 15000 HEALTH & WELFARE YWCA 1026 W FORREST ST BELLINGHAM WA 98225 910565024 3 34644 HEALTH & WELFARE BELLINGHAM PUBLIC SCHOOL FOUNDATION PO BOX 1132 BELLINGHAM WA 98227 911551087 3 53318 HEALTH & WELFARE GOODWILL INDURSTRIES 700 DEARBORN PLACE SOUTH SEATTLE WA 98144 910568708 3 7000 HEALTH & WELFARE WHATCOM DISPUTE RESOLUTION CENTER 206 PROSPECT STREET BELLINGHAM WA 98225 911552277 3 15014 HEALTH & WELFARE Pt I Line 2 Procedures for Monitoring the Use of Grant Funds THE FUND DISTRIBUTION COMMITTEE, WHICH IS COMPRISED OF 35-45 VOLUNTEERS WHO GO OUT ON SITE VISITS, REVIEWS THE PROGRAMS AND FINANCIAL INFORMATION. THE COMMITTEE THEN MAKES RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS ABOUT HOW UNITED WAY CAN BEST UTILIZE ITS RESOURCES. Pt VI, Line 11b Organization's Process to Review Form 990 ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 THE BOARD SECRETARY/TREASURER REVIEWS THE 990 THAT IS COMPLETED BY AN OUTSIDE CPA FIRM WITH THE FINANCE COMMITTEE, PRESIDENT/CEO AND FINANCE MANAGER. AFTER REVIEW THE BOARD SECRETARY/TREASURER OR THE BOARD CHAIR SIGNS THE COMPLETED 990. THE AUDIT FIRM PRESENTS 990 PRIOR TO FILING WITH THE IRS. Pt VI, Line 12c Enforcement of Conflicts Policy AT THE BEGINNING OF EACH NEW FISCAL YEAR AT OUR BOARD MEETING, EACH BOARD MEMBER AND ALL STAFF ARE GIVEN THE CODE OF ETHICS, WHICH INCLUDES THE CONFLICTS OF INTEREST TO REVIEW AND SIGN. INVOLVEMENT WITH ANY CURRENT OR POTENTIAL UNITED WAY VENDOR, GRANTEE OR COMPETING ORGANIZATION MUST BE DISCLOSED TO UNITED WAY'S BOARD OF DIRECTORS FOR APPROVAL OR CONSIDERATION OF ALTERNATIVES. IF A CONFLICT ARISES, THE BOARD PROHIBITS ANY PARTICIPATION IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS. Pt VI, Line 15a Com pensation Process for Top Official THE BOARD OF DIRECTORS REVIEWS THE PRESIDENT/CEO WAGES ANNUALLY AGAINST PERFORMANCE OUTCOMES AND SALARY SURVEY DATA FROM U.W. WORLDWIDE AND LOCAL SALARY SURVEYS. CONSIDERATIONS ARE ALSO MADE FOR COST OF LIVING ADJUSTMENTS AND BUDGET REALITIES. THE PROCESS IS DOCUMENTED AND WAS LAST DONE JUNE 2018. Pt VI, Line 15b Compensation Process for Officers STAFF WAGES ARE REVIEWED ANNUALLY BY THE PRESIDENT/CEO AGAINST PERFORMANCE OUTCOMES AND SALARY SURVEY DATA FROM U.W. WORLDWIDE AND LOCAL SALARY SURVEYS. CONSIDERATIONS ARE ALSO MADE FOR COST OF LIVING ADJUSTMENTS AND BUDGET REALITIES. PRESIDENT/CEO RECOMMENDS STAFF WAGE LEVELS FOR APPROVAL BY THE BOARD OF DIRECTORS. Pt VI, Line 19 Governing Documents Disclosure Explanation UNITED WAY OF WHATCOM COUNTY MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON OUR WEBSITE. Pt XI Line 9 - Other Changes in Net Assets Explanation PROJECT HOMELESS CONNET $-35,285 COMMUNITY AGENCY ASSISTANCE GRANTS $-18,695 TECHNICAL AND COMMUNITY ANITIATIVES GRANTS $ 22,545 Total $-76,525 Form 990, Part IX, Line 24e TELEPHONE 2369. 924. 782. 663. Form 990, Part IX, Line 24e POSTAGE 3824. 1491. 1262. 1071. Form 990, Part IX, Line 24e STAFF DEVELOPMENT 200. 78. 66. 56. Form 990, Part IX, Line 24e VOLUNTEER TRAINING 2445. 0. 0. 2445. Form 990, Part IX, Line 24e IN-KIND RENT 9318. 3634. 3075. 2609. Form 990, Part IX, Line 24e IN-KIND SERVICES 1867. 728. 616. 523. Form 990, Part IX, Line 24e EMPLOYEE RECRUITING 664. 259. 219. 186. Form 990, Part IX, Line 24e UNITED WAY OF PNW DUES 4044. 1578. 1334. 1132. Form 990, Part IX, Line 24e MEMBERSHIP DUES/FEES 1304. 0. 1304. 0. Form 990, Part IX, Line 24e MISCELLANEOUS 9122. 3557. 3012. 2553.