UNITED WAY OF WHATCOM COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WHATCOM COUNTY (EIN 91-0570788)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-26
- IRS object ID
- 201502999349300625
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-26T15:16:30-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 912085467 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PADGETT & PADGETT PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 CLEVELAND AVE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98273 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910570788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF WHATCOM COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3607338670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 CORNWALL AVE SUITE 203 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982254521 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON HAHNEL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3607338670 | PhoneNum |
| Signature | 2015-10-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE PADGETT CPA | PreparerPersonNm |
| PTIN | P00151785 | PTIN |
| Phone | 3604241040 | PhoneNum |
| Preparation | 2015-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | PETER THEISEN PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 CORNWALL AVE SUITE 203 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982254521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,009,463 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYWHATCOM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE IN WHATCOM COUNTY TO CARE FOR ONE ANOTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,272,547 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,984,857 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,541 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$9,776 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,034 | CYOtherRevenueAmt |
| PY Total Revenue | $2,270,671 | PYTotalRevenueAmt |
| CY Total Revenue | $1,992,364 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,321,369 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,311,327 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $338,483 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $321,114 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $251,270 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $187,053 | PYOtherExpensesAmt |
| CY Other Expenses | $169,488 | CYOtherExpensesAmt |
| PY Total Expenses | $1,846,905 | PYTotalExpensesAmt |
| CY Total Expenses | $1,801,929 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $423,766 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $190,435 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,359,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,313,163 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $238,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $248,661 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,121,505 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,064,502 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE IN WHATCOM COUNTY TO CARE FOR ONE ANOTHER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,191,417 | ExpenseAmt |
| Grant | $1,048,667 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,969 | ExpenseAmt |
| Grant | $84,969 | GrantAmt |
| Desc | UNITED WAY ALSO CONVENES COMMUNITY PARTNERS TO DEVELOP NEW STRATEGIES AND TACTICS TO ADDRESS ROOT CAUSES OF SOCIAL ISSUES. A CURRENT FOCUS IS ON EARLY CHILDHOOD LITERACY AND A PARTNERSHIP WITH THE FERNDALE SCHOOL DISTRICT TO DEVELOP NEW EARLY CHILDHOOD EDUCATIONAL SERVICES FOR PRE-SCHOOL CHILDREN AND THEIR FAMILIES. UNITED WAY ALSO ADVOCATES IN THE INTEREST OF STRENGTHENING EDUCATION, INCOME AND HEALTH GOALS. ADVOCACY EFFORTS INCLUDE SPONSORSHIP OF A LOCAL CANDICATES FORUM; PUBLIC POLICY ADVOCACY IN OLYMPIA; AND TARGETED ADVOCACY FOR SPECIFIC ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $177,691 | ExpenseAmt |
| Grant | $177,691 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,454,077 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER THEISEN PRESIDENT | PersonNm |
| Phone | 3607338670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 CORNWALL AVE SUITE 203 | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 982254521 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BOB ALLENDORFER | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE HOGUE | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| BRENT BELSHER | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| GEOFF BEAUMONT | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| JIM TURNER | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| PAUL MURPHY | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| PEGGY ONUSTACK | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| BRANDON HAHNEL | ||||||
| TREASURER | 1.25 | Yes (X) | $0 | $0 | $0 | |
| TERRY HINZ | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT CORZINE | ||||||
| CHAIR | 1.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CINDY KLEIN | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| PEGGY NELSON | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| EILEEN COUGHLIN | ||||||
| DIRECTOR | 1.25 | Yes (X) | $0 | $0 | $0 | |
| PETER THEISEN | ||||||
| CEO | 40.00 | $84,454 | $0 | $8,839 | Yes (X) | |
| DIANNE BRADSHAW | ||||||
| FINANCE/HR M | 40.00 | $41,364 | $0 | $17,744 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,818 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,583 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,984,857 | AllOtherContributionsAmt |
| Total Contributions | $1,984,857 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,541 | TotalRevenueColumnAmt |
| Exclusion | $12,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,065 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $17,099 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,034 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,992,364 | TotalRevenueColumnAmt |
| Exclusion | $12,541 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,327 | TotalAmt |
| Program Services | $1,311,327 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,053 | TotalAmt |
| Program Services | $71,766 | ProgramServicesAmt |
| Management And General | $47,843 | ManagementAndGeneralAmt |
| Fundraising | $126,444 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,724 | TotalAmt |
| Program Services | $16,417 | ProgramServicesAmt |
| Management And General | $10,945 | ManagementAndGeneralAmt |
| Fundraising | $27,362 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,337 | TotalAmt |
| Program Services | $5,955 | ProgramServicesAmt |
| Management And General | $3,970 | ManagementAndGeneralAmt |
| Fundraising | $10,412 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
| Management And General | $3,200 | ManagementAndGeneralAmt |
| Fundraising | $8,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,493 | TotalAmt |
| Program Services | $1,048 | ProgramServicesAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
| Fundraising | $1,747 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,390 | TotalAmt |
| Program Services | $4,317 | ProgramServicesAmt |
| Management And General | $2,878 | ManagementAndGeneralAmt |
| Fundraising | $7,195 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,215 | TotalAmt |
| Program Services | $4,265 | ProgramServicesAmt |
| Management And General | $2,842 | ManagementAndGeneralAmt |
| Fundraising | $7,108 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,316 | TotalAmt |
| Program Services | $995 | ProgramServicesAmt |
| Management And General | $663 | ManagementAndGeneralAmt |
| Fundraising | $1,658 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,480 | TotalAmt |
| Program Services | $7,644 | ProgramServicesAmt |
| Management And General | $5,096 | ManagementAndGeneralAmt |
| Fundraising | $12,740 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,005 | TotalAmt |
| Program Services | $2,243 | ProgramServicesAmt |
| Management And General | $1,495 | ManagementAndGeneralAmt |
| Fundraising | $5,267 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209 | TotalAmt |
| Program Services | $62 | ProgramServicesAmt |
| Management And General | $42 | ManagementAndGeneralAmt |
| Fundraising | $105 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,068 | TotalAmt |
| Program Services | $6,921 | ProgramServicesAmt |
| Management And General | $4,613 | ManagementAndGeneralAmt |
| Fundraising | $11,534 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,620 | TotalAmt |
| Program Services | $4,986 | ProgramServicesAmt |
| Management And General | $3,324 | ManagementAndGeneralAmt |
| Fundraising | $8,310 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,172 | TotalAmt |
| Program Services | $1,251 | ProgramServicesAmt |
| Management And General | $835 | ManagementAndGeneralAmt |
| Fundraising | $2,086 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT MAINTENANCE | $24,068 | $7,220 | $4,814 | $12,034 |
| MISCELLANEOUS | $5,564 | $1,669 | $1,113 | $2,782 |
| LOSS ON DISPOSAL FIXED AS | $3,626 | $1,088 | $725 | $1,813 |
| CAMPAIGN SUPPLIES | $3,474 | $3,474 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,788 | TotalAmt |
| Program Services | $103 | ProgramServicesAmt |
| Management And General | $1,486 | ManagementAndGeneralAmt |
| Fundraising | $1,199 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,929 | TotalAmt |
| Program Services | $1,454,077 | ProgramServicesAmt |
| Management And General | $96,582 | ManagementAndGeneralAmt |
| Fundraising | $251,270 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,894,235 | BOYAmt |
| EOY | $2,103,364 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,684 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,479 | BOYAmt |
| EOY | $806,361 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,084 | BOYAmt |
| EOY | $15,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,499 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,893 | BOYAmt |
| EOY | $148,527 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,281 | BOYAmt |
| EOY | $239,645 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,359,656 | BOYAmt |
| EOY | $3,313,163 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,505 | BOYAmt |
| EOY | $214,265 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,646 | BOYAmt |
| EOY | $34,396 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,151 | BOYAmt |
| EOY | $248,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485,993 | BOYAmt |
| EOY | $1,513,127 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,552,199 | BOYAmt |
| EOY | $1,468,062 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,313 | BOYAmt |
| EOY | $83,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121,505 | BOYAmt |
| EOY | $3,064,502 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,359,656 | BOYAmt |
| EOY | $3,313,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $190,435 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,158 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$242,280 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,250,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,280,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,272,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,097,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,984,857 | CurrentTaxYearAmt |
| Total | $10,885,849 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,250,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,280,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,272,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,097,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,984,857 | CurrentTaxYearAmt |
| Total | $10,885,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $964,810 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,921,039 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,541 | CurrentTaxYearAmt |
| Total | $56,474 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,942,323 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,065 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,012 | BeginningYearBalanceAmt |
| End Year Balance | $149,012 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,012 | BeginningYearBalanceAmt |
| End Year Balance | $149,012 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,012 | BeginningYearBalanceAmt |
| End Year Balance | $149,012 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,012 | BeginningYearBalanceAmt |
| End Year Balance | $149,012 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,012 | BeginningYearBalanceAmt |
| End Year Balance | $149,012 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44090 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55910 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,102 | DepreciationAmt |
| Book Value | $109,130 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,397 | DepreciationAmt |
| Book Value | $39,397 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $148,527 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,717,237 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,158 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,848 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $20,690 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,696,547 | RevenueSubtotalAmt |
| Other Revenues Not Included | $295,817 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $295,817 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,992,364 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,774,240 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,848 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $25,848 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,748,392 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $53,537 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $53,537 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,801,929 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR DESIGNATIONS 177,691 ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 135,225 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE -17,099 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR DESIGNATIONS 70,636 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE -17,099 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS-MT BAKER CHAPTER | ||||||||
| 2111 KING STREET | BELLINGHAM | WA | 98225 | 910565554 | 3 | $119,871 | FOR HEALTH & WELFARE | |
| ARC OF WHATCOM COUNTY | ||||||||
| 2602 MC LEAD RD | BELLINGHAM | WA | 98225 | 311579359 | 3 | $22,408 | FOR HEALTH & WELFARE | |
| BELLINGHAM CHILDCARE & LEARNING CEN | ||||||||
| 2600 SQUALICUM PARKWAY | BELLINGHAM | WA | 98225 | 911523127 | 3 | $48,012 | FOR HEALTH & WELFARE | |
| BELLINGHAM FOOD BANK | ||||||||
| 1824 ELLIS ST | BELLINGHAM | WA | 98225 | 910918619 | 3 | $32,942 | FOR HEALTH & WELFARE | |
| BELLINGHAM MOUNTAIN RESCUE | ||||||||
| PO BOX 292 | BELLINGHAM | WA | 98227 | 911203122 | 3 | $9,005 | FOR HEALTH & WELFARE | |
| BOYS' AND GIRLS' CLUB WHATCOM | ||||||||
| 1715 KENTUCKY ST | BELLINGHAM | WA | 98226 | 910836427 | 3 | $60,193 | FOR HEALTH & WELFARE | |
| BRIGID COLLINS FAMILY SUPPORT CENTE | ||||||||
| 1231 W GARDON 200 | BELLINGHAM | WA | 98225 | 943121951 | 3 | $102,989 | FOR HEALTH & WELFARE | |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 1133 RAILROAD AVE 100 | BELLINGHAM | WA | 98225 | 911585652 | 3 | $8,867 | FOR HEALTH & WELFARE | |
| COMPASS HEALTH | ||||||||
| PO BOX 3810 | EVERETT | WA | 98213 | 911180810 | 3 | $91,785 | FOR HEALTH & WELFARE | |
| DOMESTIC VIOLENCE & SEXUAL ASSAULT | ||||||||
| 1407 COMMERCIAL | BELLINGHAM | WA | 98225 | 911066325 | 3 | $32,804 | FOR HEALTH & WELFARE | |
| EVERGREEN AIDS | ||||||||
| 1509 CORNWALL AVE | BELLINGHAM | WA | 98225 | 943035642 | 3 | $10,752 | FOR HEALTH & WELFARE | |
| GRADS PROGRAM | ||||||||
| SCHOOL DIST 5011306 DUPORT ST | BELLINGHAM | WA | 98225 | 916001648 | 3 | $19,867 | FOR HEALTH & WELFARE | |
| HEALTH SUPPORT CENTER | ||||||||
| 1212 INDIAN ST | BELLINGHAM | WA | 98225 | 911446443 | 3 | $32,869 | FOR HEALTH & WELFARE | |
| HOME PORT LEARNING CENTER | ||||||||
| 707 ASTOR ST | BELLINGHAM | WA | 98225 | 911654614 | 3 | $30,087 | FOR HEALTH & WELFARE | |
| INTERFAITH COMMUNITY HEALTH CLINIC | ||||||||
| 220 UNITY | BELLINGHAM | WA | 98225 | 912168190 | 3 | $14,829 | FOR HEALTH & WELFARE | |
| LYDIA PLACE | ||||||||
| 1701 GLADSTORE | BELLINGHAM | WA | 98226 | 943111948 | 3 | $24,912 | FOR HEALTH & WELFARE | |
| MAX HIGBEE RECREATION CENTER | ||||||||
| 315 HALLECK ST | BELLINGHAM | WA | 98225 | 911275451 | 3 | $12,804 | FOR HEALTH & WELFARE | |
| NORTHWEST YOUTH SERVICES | ||||||||
| 1020 W STATE ST | BELLINGHAM | WA | 98225 | 910970561 | 3 | $63,269 | FOR HEALTH & WELFARE | |
| OPPORTUNITY COUNCIL | ||||||||
| 1111 CORNWALL SUITE C | BELLINGHAM | WA | 98225 | 910787820 | 3 | $58,246 | FOR HEALTH & WELFARE | |
| SALVATION ARMY | ||||||||
| PO BOX 5036 | BELLINGHAM | WA | 98227 | 132923701 | 3 | $20,039 | FOR HEALTH & WELFARE | |
| SEAN HUMPHREY HOUSE | ||||||||
| 1630 H STREET | BELLINGHAM | WA | 98225 | 911573874 | 3 | $12,870 | FOR HEALTH & WELFARE | |
| SUN COMMUNITY SERVICES | ||||||||
| 515 E CHESTNUT ST | BELLINGHAM | WA | 98225 | 910926916 | 3 | $41,222 | FOR HEALTH & WELFARE | |
| SUSTAINABLE CONNECTIONS | ||||||||
| 1701 ELLIS ST STE 221 | BELLINGHAM | WA | 98225 | 753041952 | 3 | $7,500 | FOR HEALTH & WELFARE | |
| TECHNICAL AND COMMUNITY INITIATIVES | ||||||||
| $84,969 | FOR HEALTH & WELFARE | |||||||
| WHATCOM ALLIANCE FOR HEALTH | ||||||||
| 800 E CHESTNUT ST LOWER LEVEL | BELLINGHAM | WA | 98225 | 810677295 | 3 | $30,000 | FOR HEALTH & WELFARE | SUITE 2 |
| WHATCOM CENTER FOR EARLY LEARNING | ||||||||
| 2001 H STREET | BELLINGHAM | WA | 98225 | 911526226 | 3 | $33,738 | FOR HEALTH & WELFARE | |
| WHATCOM COUNCIL ON AGING | ||||||||
| 315 HALLECK STREET | BELLINGHAM | WA | 98225 | 910784024 | 3 | $21,894 | FOR HEALTH & WELFARE | |
| WHATCOM FAMILY YMCA | ||||||||
| 1256 W STATE ST | BELLINGHAM | WA | 98225 | 910482690 | 3 | $59,896 | FOR HEALTH & WELFARE | |
| WHATCOM LITERACY COUNCIL | ||||||||
| 2205 ELM STREET | BELLINGHAM | WA | 98225 | 911220307 | 3 | $33,143 | FOR HEALTH & WELFARE | |
| WHATCOM VOLUNTEER CENTER | ||||||||
| 725 W STATE ST | BELLINGHAM | WA | 98225 | 911259890 | 3 | $30,190 | FOR HEALTH & WELFARE | |
| WORK OPPORTUNITIES | ||||||||
| 192 E BAKERVIEW SUITE 202 | BELLINGHAM | WA | 98226 | 910754419 | $12,000 | FOR HEALTH & WELFARE | ||
| YWCA | ||||||||
| 1026 W FOREST ST | BELLINGHAM | WA | 98225 | 910565024 | 3 | $72,721 | FOR HEALTH & WELFARE | |
| NON PARTNER DESIGNATIONS | ||||||||
| $50,902 | ||||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | 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 990 IS PRESENTED TO THE BOARD BY THE FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | 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. |
| FORM 990, PAGE 6, PART VI, LINE 15A | 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 2012. |
| FORM 990, PAGE 6, PART VI, LINE 15B | 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. |
| FORM 990, PAGE 6, PART VI, LINE 19 | 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. |
| FORM 990, PART XI, LINE 9 | DONOR DESIGNATIONS -177,691 ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -135,225 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE 17,099 DONOR DESIGNATIONS 70,636 FUNDRAISING DIRECT EXPENSES INCLUDED IN REVENUE -17,099 |
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