UNITED WAY OF WHATCOM COUNTY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF WHATCOM COUNTY (EIN 91-0570788)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-06
- IRS object ID
- 201233119349301548
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-06T18:15:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W Riverside Suite 1800 | AddressLine1 |
| City | Spokane | City |
| State | WA | State |
| ZIP Code | 992010629 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910570788 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Whatcom County | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 3607338670 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 Cornwall Avenue | AddressLine1 |
| City | Bellingham | City |
| State | WA | State |
| ZIP Code | 98225 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Scott Corzine | Name |
| Title | Chair | Title |
| Phone | 3607338670 | Phone |
| Date Signed | 2012-10-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cheri R Burnham CPA | Name |
| PTIN | P00055324 | PTIN |
| Phone | 5097472600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Peter Theisen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 Cornwall Avenue | AddressLine1 |
| City | Bellingham | City |
| State | WA | State |
| ZIP Code | 98225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2305283 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unitedwaywhatcom.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | To increase the organized capacity of people in Whatcom County to care for one another. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 67 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2250450 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2280783 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7450 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10290 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18392 | OtherRevenuePriorYear |
| Other Revenue Current Year | -6276 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2276292 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2284797 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1327759 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1275590 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 307969 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 328462 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 271879 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 195180 | OtherExpensePriorYear |
| Other Expenses Current Year | 211726 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1830908 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1815778 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 445384 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 469019 | RevenuesLessExpensesCY |
| Total Assets BOY | 3025448 | TotalAssetsBOY |
| Total Assets EOY | 3148679 | TotalAssetsEOY |
| Total Liabilities BOY | 306860 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 329916 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2718588 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2818763 | NetAssetsOrFundBalancesEOY |
| Mission Description | To increase the organized capacity of people in Whatcom County to care for one another. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1393298 | Expense |
| Grants | 1240307 | Grants |
| Description | United Way awards grants to support direct services that address education, income (financial stability) and health. Grant recipients 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 31878 | Expense |
| Grants | 31878 | Grants |
| Description | 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 candidates forum; public policy advocacy in Olympia; and targeted advocacy for specific issues. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3405 | Expense |
| Grants | 3405 | Grants |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1428581 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter Theisen President | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3607338670 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 Cornwall Ave | AddressLine1 |
| City | Bellingham | City |
| State | WA | State |
| ZIP Code | 98225 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Pat Atkinson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Brent Belsher | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Tony Bon | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Marilyn Brink | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jim Turner | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Eileen Coughlin | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Cheryl Crazy Bull | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Sandi Howard | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Mary Humphries | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Cindy Klein | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Robert Langei | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Paul Murphy | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Peggy Nelson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Peggy Onustack | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jeff Pitzer | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jose Roques | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jim Ryan | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Ross Stocker | ||||||
| Secretary/Treasurer | 1.00 | X | 0 | 0 | 0 | X |
| Scott Corzine | ||||||
| Chair | 1.00 | X | 0 | 0 | 0 | X |
| Peter Theisen | ||||||
| President | 40.00 | 80518 | 0 | 15208 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 80518 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15208 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 7670 | FederatedCampaigns |
| All Other Contributions | 2273113 | AllOtherContributions |
| Total Contributions | 2280783 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10290 | TotalRevenueColumn |
| Exclusion | $10,290 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 14210 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 20486 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6276 | TotalRevenueColumn |
| Exclusion | -$6,276 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2284797 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,014 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1275590 | Total |
| Program Services | 1275590 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94661 | Total |
| Program Services | 27597 | ProgramServices |
| Management And General | 18399 | ManagementAndGeneral |
| Fundraising | 48665 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173628 | Total |
| Program Services | 50321 | ProgramServices |
| Management And General | 33547 | ManagementAndGeneral |
| Fundraising | 89760 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12767 | Total |
| Program Services | 3830 | ProgramServices |
| Management And General | 2553 | ManagementAndGeneral |
| Fundraising | 6384 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25882 | Total |
| Program Services | 7765 | ProgramServices |
| Management And General | 5176 | ManagementAndGeneral |
| Fundraising | 12941 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21524 | Total |
| Program Services | 6005 | ProgramServices |
| Management And General | 4003 | ManagementAndGeneral |
| Fundraising | 11516 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11600 | Total |
| Program Services | 3480 | ProgramServices |
| Management And General | 2320 | ManagementAndGeneral |
| Fundraising | 5800 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1387 | Total |
| Program Services | 375 | ProgramServices |
| Management And General | 387 | ManagementAndGeneral |
| Fundraising | 625 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597 | Total |
| Program Services | 179 | ProgramServices |
| Management And General | 119 | ManagementAndGeneral |
| Fundraising | 299 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21966 | Total |
| Program Services | 6590 | ProgramServices |
| Management And General | 4393 | ManagementAndGeneral |
| Fundraising | 10983 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56294 | Total |
| Program Services | 15698 | ProgramServices |
| Management And General | 10465 | ManagementAndGeneral |
| Fundraising | 30131 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46206 | Total |
| Program Services | 13862 | ProgramServices |
| Management And General | 9241 | ManagementAndGeneral |
| Fundraising | 23103 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6455 | Total |
| Program Services | 1415 | ProgramServices |
| Management And General | 944 | ManagementAndGeneral |
| Fundraising | 4096 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1017 | Total |
| Program Services | 305 | ProgramServices |
| Management And General | 203 | ManagementAndGeneral |
| Fundraising | 509 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27500 | Total |
| Program Services | 7697 | ProgramServices |
| Management And General | 6974 | ManagementAndGeneral |
| Fundraising | 12829 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16877 | Total |
| Program Services | 5063 | ProgramServices |
| Management And General | 3375 | ManagementAndGeneral |
| Fundraising | 8439 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3400 | Total |
| Program Services | 1020 | ProgramServices |
| Management And General | 680 | ManagementAndGeneral |
| Fundraising | 1700 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| Bad Debt Expense | 10979 | 10979 | ||
| Training | 3747 | 526 | 789 | 2432 |
| Bank Charges | 3197 | 893 | 864 | 1440 |
| Employee Recruiting | 504 | 141 | 136 | 227 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1815778 | Total |
| Program Services | 1428581 | ProgramServices |
| Management And General | 115318 | ManagementAndGeneral |
| Fundraising | 271879 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1667359 | BOY |
| EOY | 1746200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244263 | BOY |
| EOY | 244540 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 873376 | BOY |
| EOY | 935421 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11648 | BOY |
| EOY | 4195 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 92439 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 64844 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39443 | BOY |
| EOY | 27595 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189359 | BOY |
| EOY | 190728 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3025448 | BOY |
| EOY | 3148679 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51244 | BOY |
| EOY | 22924 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 28318 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255616 | BOY |
| EOY | 278674 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306860 | BOY |
| EOY | 329916 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1036032 | BOY |
| EOY | 1116429 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1599243 | BOY |
| EOY | 1619021 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83313 | BOY |
| EOY | 83313 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2718588 | BOY |
| EOY | 2818763 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3025448 | BOY |
| EOY | 3148679 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 469019 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -368844 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2033362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2320875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2058013 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2250450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2280783 | CurrentTaxYear |
| Total | 10943483 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2033362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2320875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2058013 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2250450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2280783 | CurrentTaxYear |
| Total | 10943483 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 10943483 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49952 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21310 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8997 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10290 | CurrentTaxYear |
| Total | 97999 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11041482 | TotalSupport |
| Gross Receipts From Admissions Etc | 155025 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99110 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98630 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149012 | BeginningOfYearBalance |
| End Of Year Balance | 149012 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149012 | BeginningOfYearBalance |
| End Of Year Balance | 149012 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149012 | BeginningOfYearBalance |
| End Of Year Balance | 149012 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149012 | BeginningOfYearBalance |
| End Of Year Balance | 149012 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.44090 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55910 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92439 | OtherCostOrOtherBasis |
| Depreciation | 64844 | Depreciation |
| Book Value | 27595 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27595 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Designations Payable | Description |
| Amount | $278,674 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 278674 | TotalOfAmounts |
| Total Revenue | 2284797 | TotalRevenue |
| Total Expenses | 1815778 | TotalExpenses |
| Excess Or Deficit For Year | 469019 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6036 | NetUnrealizedGLOnInvestments |
| Other | -$362,808 | OtherAmount |
| Total Adjustments | -368844 | TotalAdjustments |
| Excess Or Deficit Per FS | 100175 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1844031 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6036 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3408 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 20486 | OtherRevenues |
| Revenue Not Rptd F990 | 17858 | RevenueNotRptdF990 |
| Revenue Subtotal | 1826173 | RevenueSubtotal |
| Other Revenues Not Included | 458624 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 458624 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2284797 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1743856 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3408 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 20486 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 23894 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1719962 | ExpensesSubtotal |
| Other Expenses Not Included | 95816 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 95816 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1815778 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 2b: | The Board designated quasi-endowment is reserved for the contingency that a decline in campaign revenues occurs and funds are necessary to operate the organization. The permanently restricted endowment was established to provide recurring income available currently, while the principal remains permanently restricted. | |
| Part X: | The Agency is a not-for-profit organization that is exempt from federal income tax under Internal Revenue Code Section 501(c)(3). The Agency has also been classified as an entity that is not a private foundation within the meaning of Section 509(a) and qualifies for deductible contributions as provided in Section 170(b)(1)(A)(vi). There was no unrelated business income for years ended June 30, 2012 and 2011. | Description of Uncertain Tax Positions Under FIN 48: |
| Donor Designations -299,903. Uncollectible Pledges -158,721. Donor Designations 95,816. Total to Schedule D, Part XI, Line 8: -362,808. | Part XI, Line 8 - Other Adjustments: | |
| Campaign Expenses 20,486. | Part XII, Line 2d - Other Adjustments: | |
| Donor Designations 299,903. Uncollectible Pledges 158,721. | Part XII, Line 4b - Other Adjustments: | |
| Campaign Expenses 20,486. | Part XIII, Line 2d - Other Adjustments: | |
| Donor Designations 95,816. | Part XIII, Line 4b - Other Adjustments: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (33 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| American Red Cross-Mt Baker Chapter | |||||||
| 2111 King Street | Bellingham | WA | 98225 | 910565554 | 501(c)(3) | 132635 | Health & Welfare |
| ARC of Whatcom County | |||||||
| 2602 McLeod Road | Bellingham | WA | 98225 | 311579359 | 501(c)(3) | 22335 | Health & Welfare |
| Bellingham Childcare & Learning Center | |||||||
| 2600 Squalicum Parkway | Bellingham | WA | 98225 | 911523127 | 501(c)(3) | 48807 | Health & Welfare |
| Bellingham Food Bank | |||||||
| 1824 Ellis Street | Bellingham | WA | 98225 | 910918619 | 501(c)(3) | 37286 | Health & Welfare |
| Bellingham Mountain Rescue Council | |||||||
| PO Box 292 | Bellingham | WA | 98227 | 911203122 | 501(c)(3) | 7278 | Health & Welfare |
| Big Brothers Big Sisters | |||||||
| 4204 Meridian St Ste101 | Bellingham | WA | 98226 | 910977422 | 501(c)(3) | 32586 | Health & Welfare |
| Boys & Girls Clubs of Whatcom County | |||||||
| 1715 Kentucky Street | Bellingham | WA | 98226 | 910836427 | 501(c)(3) | 59690 | Health & Welfare |
| Brigid Collins Family Support Center | |||||||
| 1231 W Garden Street 200 | Bellingham | WA | 98225 | 943121951 | 501(c)(3) | 104315 | Health & Welfare |
| Catholic Community Services | |||||||
| 1133 Railroad Ave 100 | Bellingham | WA | 98225 | 911585652 | 501(c)(3) | 40661 | Health & Welfare |
| Domestic Violence & Sexual Assault Services | |||||||
| 1407 Commercial St | Bellingham | WA | 98225 | 911066325 | 501(c)(3) | 26883 | Health & Welfare |
| Evergreen AIDS Foundation | |||||||
| 115 Unity St 302 | Bellingham | WA | 98225 | 943035642 | 501(c)(3) | 11280 | Health & Welfare |
| Girl Scouts of Western Washington | |||||||
| 601 Valley Street | Seattle | WA | 98109 | 916060940 | 501(c)(3) | 15613 | Health & Welfare |
| Grads Program | |||||||
| BSD 501 1306 Dupont St | Bellingham | WA | 98225 | 916001648 | 501(c)(3) | 19287 | Health & Welfare |
| Health Support Center | |||||||
| 1212 Indian St | Bellingham | WA | 98225 | 911446443 | 501(c)(3) | 35310 | Health & Welfare |
| Interfaith Community Health Center | |||||||
| 220 Unity St | Bellingham | WA | 98225 | 912168190 | 501(c)(3) | 17362 | Health & Welfare |
| Lydia Place | |||||||
| 1701 Gladstone | Bellingham | WA | 98226 | 943111948 | 501(c)(3) | 27813 | Health & Welfare |
| Max Higbee Community Rec Center | |||||||
| 315 Halleck St | Bellingham | WA | 98225 | 911275451 | 501(c)(3) | 13176 | Health & Welfare |
| Northwest Youth Services | |||||||
| 1020 N State St | Bellingham | WA | 98225 | 910970561 | 501(c)(3) | 59634 | Health & Welfare |
| Opportunity Council | |||||||
| 1111 Cornwall Ave Ste C | Bellingham | WA | 98225 | 910787820 | 501(c)(3) | 55968 | Health & Welfare |
| Salvation Army | |||||||
| 2912 Northwest Ave | Bellingham | WA | 98225 | 132923701 | 501(c)(3) | 51422 | Health & Welfare |
| Sean Humphrey House | |||||||
| 1630 H Street | Bellingham | WA | 98225 | 911573874 | 501(c)(3) | 9880 | Health & Welfare |
| Sun Community Services | |||||||
| 515 E Chestnut St | Bellingham | WA | 98225 | 910926916 | 501(c)(3) | 34845 | Health & Welfare |
| Visiting Nurse Home Care | |||||||
| 600 Birchwood 100 | Bellingham | WA | 98225 | 911265771 | 501(c)(3) | 5756 | Health & Welfare |
| Whatcom Center for Early Learning | |||||||
| 2001 H Street | Bellingham | WA | 98225 | 911526226 | 501(c)(3) | 34855 | Health & Welfare |
| Whatcom Counseling & Psychiatric Clinic | |||||||
| 3645 E McLeod Rs | Bellingham | WA | 98226 | 910696130 | 501(c)(3) | 90878 | Health & Welfare |
| Whatcom Family YMCA | |||||||
| 1256 N State St | Bellingham | WA | 98225 | 910482690 | 501(c)(3) | 80479 | Health & Welfare |
| Whatcom Literacy Council | |||||||
| 2205 Elm Street | Bellingham | WA | 98225 | 911220307 | 501(c)(3) | 20884 | Health & Welfare |
| Whatcom Volunteer Center | |||||||
| 725 W State St | Bellingham | WA | 98225 | 911259890 | 501(c)(3) | 24101 | Health & Welfare |
| Womencare Shelter | |||||||
| 4120 Meridian St 220 | Bellingham | WA | 98226 | 911081685 | 501(c)(3) | 52662 | Health & Welfare |
| YWCA | |||||||
| 1026 N Forest | Bellingham | WA | 98225 | 910565024 | 501(c)(3) | 69403 | Health & Welfare |
| Community Initiatives-Volunteers of America 211 | |||||||
| PO Box 839 | Everett | WA | 98206 | 910577129 | 501(c)(3) | 10000 | Health & Welfare |
| Community Initiatives-Ferndale School Dist | |||||||
| PO Box 698 | Ferndale | WA | 98248 | 916001648 | 501(c)(3) | 7480 | Health & Welfare |
| Community Initiatives-Opportunity Council | |||||||
| 1111 Cornwall Ave Ste C | Bellingham | WA | 98225 | 910787820 | 501(c)(3) | 8125 | Health & Welfare |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 33 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The Board Secretary/Treasurer reviews the 990 that is completed by an outside CPA firm with the Finance Committee, President, and Finance Manager. After review, the Board Secretary/Treasurer signs the completed 990. The Secretary/Treasurer reviews the completed 990 with the Board. | |
| Form 990, Part VI, Section B, 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. | |
| Form 990, Part VI, Section B, line 15 | Staff wages are reviewed annually by the 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. CEO recommends staff wage levels for approval by the board of directors. | |
| Form 990, Part VI, Section C, line 19 | United Way of Whatcom County makes its governing documents, conflict of interest policy and financial statements available to the public upon request and on our website. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -6,036. Donor Designations -299,903. Uncollectible Pledges -158,721. Donor Designations 95,816. Total to Form 990, Part XI, Line 5: -368,844. | Changes in Net Assets or Fund Balances: |
| Form 990, Part XI, Line 2c: The Organization has a commmittee that assumes responsibility for oversight of the audit of its financial statements. This process has not changed during the tax year. |
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