2018-11-13T20:01:55-08:00 2018-06-30 PADGETT & PADGETT PLLC 1302 Cleveland Ave Mount Vernon WA 98273 990 2017-07-01 910570788 United Way Of Whatcom County UNIT 3607338670 1500 Cornwall Ave Suite 203 Bellingham WA 982254521 BRENT BELSHER TREASURER 3607338670 2018-09-30 STEVEN PADGETT CPA P00151785 3604241040 2018-11-13 X 73.221.191.59 2018-11-13 20:01:32 PS P 5098CC6D6420B1EBEC3C74D7B6452186CA698D1F 3DEBE63B39B2F82A3BCF13D3728A6CAD29033931 2017 2019-02-21 02:37:17Z PETER THEISEN PO Box 4027 Bellingham WA 98227 1770036 false X www.unitedwaywhatcom.org X 1956 WA SERVING WHATCOM COUNTY TO UNITE COMMUNITY RESOURCES AROUND A COMMON CAUSE THAT MEASURABLY IMPROVES LIVES. 11 11 7 252 0 1770978 1726591 0 12332 23539 -4687 5002 1778623 1755132 1139587 1046831 0 356211 377289 0 148670 168932 142641 1664730 1566761 113893 188371 3132435 3025805 205091 180929 2927344 2844876 SERVING WHATCOM COUNTY TO UNITE COMMUNITY RESOURCES AROUND false false 1091825 892917 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. 120936 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. 32978 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. 1245739 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 true 6 0 true 7 true false false false false false false false false false false X 11 11 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 DAVID JONES 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 PETER THEISEN CEO 1.25 X 93833 0 0 DIANNE BRADSHAW FINANCE/HR MANAGER 1.25 X 48452 0 0 142285 false false false 1726591 1726591 23539 23539 11773 14904 -3131 -3131 8133 8133 8133 1755132 8133 20408 1046831 1046831 284389 110912 93848 79629 65808 25665 21717 18426 27092 10566 8940 7586 18421 7184 6079 5158 13854 5403 4572 3879 9474 3694 3127 2653 2346 915 774 657 14780 5764 4878 4138 5664 2209 1869 1586 1112 433 367 312 20797 6534 9572 4691 20653 8055 6815 5783 4377 1707 1444 1226 Bad Debt 0 0 0 0 Equipment Maintenance 14859 5795 4903 4161 Miscellaneous 8126 3169 2682 2275 Campaign Supplies 3935 0 0 3935 4243 903 765 2575 1566761 1245739 172352 148670 1997182 1463034 636671 550699 12192 14193 181497 89094 107894 92403 378496 905476 3132435 3025805 153641 149592 51450 31337 205091 180929 X 1511086 1481948 1332945 1279615 83313 83313 2927344 2844876 3132435 3025805 X 188371 8852 -279691 X false true X true false X 2097212 1984857 1818296 1770978 1726591 9397934 2097212 1984857 1818296 1770978 1726591 9397934 9397934 18293 12541 13424 12332 23539 80129 9478063 5002 0.99150 0.99360 X 0 0 0 149012 149012 149012 149012 149012 149012 149012 149012 149012 149012 false false 118434 42287 76147 63063 46807 16256 92403 1499360 8852 10897 19749 1479611 275521 275521 1755132 1581828 10897 10897 1570931 -4170 -4170 1566761 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 $32,978FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE $-14,904PRIOR YEAR UNCOLLECTIBLE $-22,244 true ARC OF WHATCOM COUNTY 2602 MC LEAD RD Bellingham WA 98225 311579359 3 18448 HEALTH & WELFARE BELLINGHAM CHILDCARE & LEARNING CENTER 2600 SQUALICUM PARKWAY BELLINGHAM WA 98225 911523127 3 34891 HEALTH & WELFARE BELLINGHAM FOOD BANK 1824 ELLIS ST BELLINGHAM WA 98225 910918619 3 37740 HEALTH & WELFARE BOYS & GIRLS CLUB OF WHATCOM COUNTY 1715 KENTUCKY ST BELLINGHAM WA 98226 910836427 3 55291 HEALTH & WELFARE BRIGID COLLINS FAMILY SUPPORT CENTER 1231 W GARDON 200 BELLINGHAM WA 98225 943121951 3 92158 HEALTH & WELFARE COMPASS HEALTH PO BOX 3810 EVERETT WA 98213 911180810 3 25000 HEALTH & WELFARE DOMESTIC VIOLENCE SEXUAL ASSULT SERVICES OF WHATCOM COUNTY 1407 COMMERCIAL BELLINGHAM WA 98225 911066325 3 69212 HEALTH & WELFARE GRADS PROGRAM SCHOOL DIST 501 1306 DUPORT ST BELLINGHAM WA 98225 916001648 3 29415 HEALTH & WELFARE HOME PORT LEARNING CENTER 707 ASTOR ST BELLINGHAM WA 98225 911654614 3 23036 HEALTH & WELFARE LYDIA PLACE 1701 GLADSTORE BELLINGHAM WA 98226 943111948 3 61996 HEALTH & WELFARE MAX HIGBEE COMMUNITY RECREATION CENTER 315 HALLECK ST BELLINGHAM WA 98225 911275451 3 11821 HEALTH & WELFARE MERCY HOUSING NORTHWEST 512 STERLING DRIVE BELLINGHAM WA 98226 911546525 3 13779 HEALTH & WELFARE NORTHWEST YOUTH SERVICES 1020 STATE ST BELLINGHAM WA 98225 910970561 3 77396 HEALTH & WELFARE OPPORTUNITY COUNCIL 1111 CORNWALL SUITE C BELLINGHAM WA 98225 910787820 3 63814 HEALTH & WELFARE REBOUND OF WHATCOM COUNTY 316 E MCLEOD 2 BELLINGHAM WA 98226 320026743 3 25628 HEALTH & WELFARE SUN COMMUNITY SERVICES 515 E CHESTNUT ST BELLINGHAM WA 98225 910926916 3 27065 HEALTH & WELFARE SUSTAINABLE CONNECTIONS 1701 ELLIS ST STE 221 BELLINGHAM WA 98225 753041952 3 10060 HEALTH & WELFARE WHATCOM CENTER FOR EARLY LEARNING 2001 H ST BELLINGHAM WA 98225 911526226 3 35768 HEALTH & WELFARE WHATCOM COUNCIL ON AGING 315 HALLECK ST BELLINGHAM WA 98225 910784024 3 26589 HEALTH & WELFARE WHATCOM EARLY LEARNING ALLIANCE 1111 CORNWALL AVE SUITE C BELLINGHAM WA 98225 910787820 3 18048 HEALTH & WELFARE WHATCOM FAMILY YMCA 1256 W STATE ST BELLINGHAM WA 98225 910482690 3 41968 HEALTH & WELFARE WHATCOM LITERACY COUNCIL 2205 ELM ST BELLINGHAM WA 98225 911220307 3 40128 HEALTH & WELFARE WORK OPPORTUNITIES 192 E BAKERVIEW STE 202 BELLINGHAM WA 98226 910754419 3 8129 HEALTH & WELFARE WWU FOUNDATION OLD MAIN 430 MS 9034 516 HIGH ST BELLINGHAM WA 98225 916073519 3 36985 HEALTH & WELFARE YWCA 1026 W FORREST ST BELLINGHAM WA 98225 910565024 3 36206 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 EXPLANATIONDONOR DESIGNATIONS $-132,515ALLOWANCE FOR UNCOLLECTIBLE PLEDGES $-157,910 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE $ 14,904DONOR DESIGNATIONS $32,978 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE $-14,904 TOTAL $-257,447