2012-11-06T18:15:27-06:00 2012-06-30 910189318 Moss Adams LLP 601 W Riverside Suite 1800 Spokane WA 992010629 990 2011-07-01 910570788 United Way of Whatcom County UNIT 3607338670 1511 Cornwall Avenue Bellingham WA 98225 Scott Corzine 3607338670 2012-10-17 1 Cheri R Burnham CPA P00055324 5097472600 2011 2016-02-24 21:20:13Z Peter Theisen 1511 Cornwall Avenue Bellingham WA 98225 2305283 0 X www.unitedwaywhatcom.org X 1956 WA To increase the organized capacity of people in Whatcom County to care for one another. 19 19 7 67 0 0 2250450 2280783 0 0 7450 10290 18392 -6276 2276292 2284797 1327759 1275590 0 0 307969 328462 0 0 271879 195180 211726 1830908 1815778 445384 469019 3025448 3148679 306860 329916 2718588 2818763 To increase the organized capacity of people in Whatcom County to care for one another. 0 0 1393298 1240307 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. 31878 31878 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. 3405 3405 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. 1428581 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X Peter Theisen President 3607338670 1511 Cornwall Ave Bellingham WA 98225 Pat Atkinson 1.00 X 0 0 0 Brent Belsher 1.00 X 0 0 0 Tony Bon 1.00 X 0 0 0 Marilyn Brink 1.00 X 0 0 0 Jim Turner 1.00 X 0 0 0 Eileen Coughlin 1.00 X 0 0 0 Cheryl Crazy Bull 1.00 X 0 0 0 Sandi Howard 1.00 X 0 0 0 Mary Humphries 1.00 X 0 0 0 Cindy Klein 1.00 X 0 0 0 Robert Langei 1.00 X 0 0 0 Paul Murphy 1.00 X 0 0 0 Peggy Nelson 1.00 X 0 0 0 Peggy Onustack 1.00 X 0 0 0 Jeff Pitzer 1.00 X 0 0 0 Jose Roques 1.00 X 0 0 0 Jim Ryan 1.00 X 0 0 0 Ross Stocker 1.00 X X 0 0 0 Scott Corzine 1.00 X X 0 0 0 Peter Theisen 40.00 X 80518 0 15208 80518 0 15208 0 0 0 0 0 7670 2273113 2280783 10290 10290 14210 20486 -6276 -6276 2284797 0 0 4014 1275590 1275590 94661 27597 18399 48665 173628 50321 33547 89760 12767 3830 2553 6384 25882 7765 5176 12941 21524 6005 4003 11516 11600 3480 2320 5800 1387 375 387 625 597 179 119 299 21966 6590 4393 10983 56294 15698 10465 30131 46206 13862 9241 23103 6455 1415 944 4096 1017 305 203 509 27500 7697 6974 12829 16877 5063 3375 8439 3400 1020 680 1700 Bad Debt Expense 10979 10979 Training 3747 789 526 2432 Bank Charges 3197 864 893 1440 Employee Recruiting 504 136 141 227 1815778 1428581 115318 271879 1667359 1746200 244263 244540 873376 935421 11648 4195 92439 64844 39443 27595 189359 190728 3025448 3148679 51244 22924 28318 255616 278674 306860 329916 X 1036032 1116429 1599243 1619021 83313 83313 2718588 2818763 3025448 3148679 X 469019 -368844 X X 0 1 1 X 0 X 2033362 2320875 2058013 2250450 2280783 10943483 2033362 2320875 2058013 2250450 2280783 10943483 10943483 49952 21310 8997 7450 10290 97999 11041482 155025 0.99110 0.98630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149012 149012 149012 149012 149012 149012 149012 149012 0.44090 0.55910 0 0 92439 64844 27595 27595 Designations Payable 278674 278674 2284797 1815778 469019 -6036 -362808 -368844 100175 1844031 -6036 3408 20486 17858 1826173 458624 458624 2284797 1743856 3408 20486 23894 1719962 95816 95816 1815778 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. Description of Uncertain Tax Positions Under FIN 48: 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. Part XI, Line 8 - Other Adjustments: Donor Designations -299,903. Uncollectible Pledges -158,721. Donor Designations 95,816. Total to Schedule D, Part XI, Line 8: -362,808. Part XII, Line 2d - Other Adjustments: Campaign Expenses 20,486. Part XII, Line 4b - Other Adjustments: Donor Designations 299,903. Uncollectible Pledges 158,721. Part XIII, Line 2d - Other Adjustments: Campaign Expenses 20,486. Part XIII, Line 4b - Other Adjustments: Donor Designations 95,816. 1 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 33 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. 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. Changes in Net Assets or Fund Balances: 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. 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.