2023-09-20T15:39:46-07:00 2022-12-31 990 2022-01-01 910682177 UNITED WAY OF BENTON & FRANKLIN COUNTIES UNIT 5097834102 401 North Young Street Kennewick WA 993367844 LoAnn Ayers CEO 5095813943 2023-09-15 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z LoAnn Ayers 401 N Young Street Kennewick WA 99336 3568318 0 X www.unitedway-bfco.com X 1958 WA We support the success of local children by addressing childhood health and wellness, student success, support for family systems, and parent success. 23 23 48 120 0 0 3548610 2190474 56655 49107 125570 17284 -52886 -3276 3677949 2253589 1159246 715539 0 0 945311 1126688 0 0 308664 403356 464653 2507913 2306880 1170036 -53291 7115808 6384238 1057274 738962 6058534 5645276 The mission of United Way of Benton & Franklin Counties is to improve lives and strengthen communities. We build collaborations with individuals, businesses, and nonprofits to address challenges that no one agency can solve alone to provide the building blocks of opportunity - education, income, and health - that every person needs to thrive. Together, we're solving our region's biggest problems and creating lasting change. 0 0 528039 528039 0 Donor Choice Program - Our local United Way is committed to supporting philanthropy and the ongoing viability of local nonprofits by continuing to offer safe, convenient donor-designated gift options. In 2022, 270 Non-Profit Organizations received designated contributions through our Donor Choice Program. Before distributing designated gifts, United Way screens each organization to verify compliance with Section 501(c)(3) of the Internal Revenue Code and USA Patriot Act. 477891 0 317003 Attendance Matters -Our local United Way expanded a middle school mentoring program, in partnership with AmeriCorps, during the 2021-22 school year to serve 10 schools in 6 school districts. Over 250 chronically absent students were mentored and over 13,000 hours of direct support was provided in the schools. We recruited, trained, and deployed 18 AmeriCorps members in the fall of 2022 to support the mentoring program for the 2022-23 school year. 370116 0 13271 Community Solutions- Since 2006, our United Way has been engaging community leaders, as well as the community, in regional health and human services planning and implementation processes. To help our nonprofit community continue to be healthy and service local needs in 2022, we: 1) provided access to regional data for decision making through www.bentonfranklintrends.org; 2) increased local volunteerism through www.volunteertricities.org; 3) facilitated four community convenings-two focused on housing insecurity and two focused on mental and behavioral health; and 4) provided free coaching and professional development to staff and volunteers. 224134 187500 0 Community Impact Funding - United Way provides grants to local non-profit organizations to address critical service gaps for children and their parents. In 2022, United Way provided grants to support 17 programs to improve the health, education, and financial stability of 39,000 people in our community by partnering with 13 local non-profits. In addition, our local United Way facilitated the placement of $482,000 in FEMA Emergency Food and Shelter funds to support the expansion of services in 26 programs through 17 local nonprofits. 224134 187500 0 1600180 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Dr LoAnn Ayers 5097834102 401 N Young Street Kennewick WA 99336 LoAnn Ayers President & CEO 40 0 X X 178141 0 35413 Brant Baker Vice President 40 0 X 104111 0 24983 Spain Abney Board Member 2 0 X 0 0 0 Jon Amundson Board Member 2 0 X 0 0 0 Scott Booth Board Member 2 0 X 0 0 0 Nickolas Bumpaous Board Member 2 0 X 0 0 0 Kena Chase Board Member 2 0 X 0 0 0 Charles Drader Board Member 2 0 X 0 0 0 Laura Eder Board Member 2 0 X 0 0 0 Christopher Guerrero Board Member 2 0 X 0 0 0 Randy Hayden Treasurer 3 0 X X 0 0 0 Sandra Haynes Board Member 2 0 X 0 0 0 Jason Hogue Board Member 2 0 X 0 0 0 Jerry Holloway Board Member 2 0 X 0 0 0 Richard Holmes Past Chair 3 0 X X 0 0 0 Sarah Hysjulien Board Member 2 0 X 0 0 0 Gail Johnsen Board Member 2 0 X 0 0 0 Dan Legard Board Chair 3 0 X X 0 0 0 Keri Lobdell Board Member 2 0 X 0 0 0 Traci Pierce Board Member 2 0 X 0 0 0 Pat Timbes Board Member 2 0 X 0 0 0 Mike Sheridan Board Member 2 0 X 0 0 0 Charles Simpson Board Member 3 0 X 0 0 0 Mike Sinclair Board Member 2 0 X 0 0 0 John Solheim Board Member 2 0 X 0 0 0 Brian Stickney Board Member 2 0 X 0 0 0 Scott Vance Board Member 3 0 X 0 0 0 Staci West Board Member 2 0 X 0 0 0 Amy Hayfield Board Member 2 0 X 0 0 0 Leslie Streeter Board Member 2 0 X 0 0 0 282252 0 60396 2 0 1 0 0 0 0 220065 0 258434 1711975 63405 2190474 Designation Processing Fees 900099 49107 49107 0 0 0 0 0 0 49107 103089 0 0 103089 0 0 0 0 0 0 0 0 600 0 0 0 600 0 600 0 0 600 1119839 0 1205644 0 -85805 0 -85805 0 0 -85805 18720 220065 109085 -90365 0 -90365 Employee Retention Tax Credit 900099 74549 74549 0 0 Increase in CSV Life Insurance 900099 9339 9339 0 0 Miscellaneous Revenue 900099 2601 2601 0 0 0 0 0 0 86489 2253589 135596 0 -72481 715539 715539 0 0 0 0 0 0 178141 102079 43599 32463 0 0 0 0 733637 420393 179552 133692 58291 25236 18947 14108 76656 36568 22978 17110 79963 46553 19151 14259 0 0 0 0 0 0 0 0 22152 0 22152 0 0 0 0 0 0 0 22086 0 9497 12589 1850 1850 0 0 17145 15163 563 1419 67918 30519 17668 19731 138895 76035 35962 26898 0 0 0 0 11468 8686 1201 1581 8765 6413 826 1526 0 0 0 0 19346 17426 991 929 0 0 0 0 43840 18980 14250 10610 52195 39534 5464 7197 14127 4385 3292 6450 Repairs and maintenance 12872 9254 1684 1934 Special events 31345 25567 257 5521 Miscellaneous expense 649 0 2 647 0 0 0 0 2306880 1600180 398036 308664 1761860 1489012 657232 624882 58705 25409 57082 60379 1205370 910439 340074 294931 3936845 3576276 304010 313349 7115808 6384238 179553 141608 375000 187500 0 502721 409854 1057274 738962 X 5141061 4658114 917473 987162 6058534 5645276 7115808 6384238 -53291 -362727 2760 0 0 0 X 0 1 X 1 0 X 2587019 2763724 2824336 3548610 2190474 13914163 2587019 2763724 2824336 3548610 2190474 13914163 13914163 108782 101823 60323 125695 17284 413907 27882 15628 16546 36567 86489 183112 14511182 0.95886 0.96043 X Schedule A, Part II, Line 10 Miscellaneous revenue reported on Form 990, Part VIII, Line 11e RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 0 445737 0 577787 0 26850 0 1 1 2633766 0 -244319 0 0 0 2389447 2332346 0 301420 0 0 0 2633766 2188809 0 142537 0 0 0 2331346 1910012 0 278797 0 0 0 2188809 2062819 0 -152807 0 0 0 1910012 0.6829 0.3171 0 0 0 0 52000 52000 0 913785 688314 225471 0 0 0 0 0 239585 222125 17460 0 0 0 0 294931 0 Donor designations payable 409854 409854 X 1492236 -362727 42413 0 109086 -211228 1703464 22086 528039 550125 2253589 1905494 39653 0 0 109086 148739 1756755 22086 528039 550125 2306880 Schedule D, Part V, Line 4 United Way has two endowment fund accounts, The General Endowment Fund and the Community Solutions Endowment Fund. The Board of Directors' intent with the General Endowment Fund is to create a permanent funding source sufficient to underwrite United Way's administration and fundraising expenses. This would allow proceeds of the annual campaign to be utilized to support United Way's community and programmatic goals. The Community Solutions Endowment Fund objective is to support United Way's community impact work. Schedule D, Part X, Line 2 Management has evaluated United Way's tax positions and concluded that United Way has taken no uncertain tax positions that require adjustments to the Financial Statements to comply with the provisions of ASC 740-10. Schedule D, Part XI, Line 2d Fundraising expenses included as direct expense on Form 990, Part VIII, line 8b. Schedule D, Part XI, Line 4b Donor designated contributions. Schedule D, Part XII, Line 2d Fundraising expenses included as direct expense on Form 990, Part VIII, line 8b. Schedule D, Part XII, Line 4b Donor designated contributions. Festival of Trees 238785 220065 18720 0 0 11035 20495 0 77555 0 0 238785 220065 18720 0 0 11035 20495 0 77555 109085 -90365 1 The Arc of Tri-Cities 1455 Fowler St Richland WA 99352 916056360 501 (C)(3) 28408 0 Donor Designations and Program Support Benton Franklin Humane Society PO Box 7163 Kennewick WA 99336 910819423 501 (C)(3) 7059 0 Donor Designated Gift Boys & Girls Club of Benton & Franklin Counties PO BOX 1322 Pasco WA 99301 911673327 501 (C)(3) 60732 0 Donor Designations and Program Support Bronco Athletic Association Inc 1910 University Dr Boise ID 83725 826026578 501 (C)(3) 10000 0 Donor Designated Gift Catholic Charities Serving Central WA - TriCities 2139 Van Giesen Street Richland WA 99354 911370404 501 (C)(3) 42230 0 Donor Designations and Program Support Central Washington Catholic Foundation 5301 Tieton Drive Yakima WA 98908 331022610 501 (C)(3) 10000 0 Donor Designated Gift Chaplaincy Health Care 1480 Fowler Street Richland WA 99352 910913590 501 (C)(3) 21379 0 Donor Designations and Program Support Children's Developmental Center 1549 Georgia Avenue SE Richland WA 99352 910876634 501 (C)(3) 14862 0 Donor Designations and Program Support Christ the King Church 1111 Stevens Drive Richland WA 99352 530196617 501 (C)(3) 23676 0 Donor Designated Gift Columbia Bible Church 202 S Van Buren Street Kennewick WA 99336 651295280 501 (C)(3) 10000 0 Donor Designated Gift Columbia Community Church 150 Gage Boulevard Richland WA 99352 916187873 501 (C)(3) 7778 0 Donor Designated Gift Domestic Violence Services of Benton and Franklin Counties 3311 West Clearwater Avenue Kennewick WA 99336 870704852 501 (C)(3) 33578 0 Donor Designations and Program Support Elijah Family Homes PO Box 2005 Richland WA 99352 204058168 501 (C)(3) 15097 0 Donor Designations and Program Support Family Learning Center 505 S Olympia St Apt B5 Kennewick WA 99336 463000858 501 (C)(3) 7980 0 Donor Designations and Program Support First Presbyterian Church 2001 W Kennewick Avenue Kennewick WA 99336 910780068 501 (C)(3) 6263 0 Donor Designated Gift Grace Clinic 800 W Canal Dr Kennewick WA 99336 770592408 501 (C)(3) 11824 0 Donor Designations and Program Support Kadlec Foundation 888 Swift Boulevard Richland WA 99352 237005501 501 (C)(3) 6184 0 Donor Designated Gift Make-A-Wish Alaska and Washington 104 S Freya St Spokane WA 99202 911329433 501 (C)(3) 5046 0 Donor Designated Gift Mirror Ministries PO Box 400 Richland WA 99352 472596483 501 (C)(3) 20111 0 Donor Designations and Program Support Saint Martin's University 5000 Abbey Way SE Lacey WA 98503 910564993 501 (C)(3) 31000 0 Donor Designated Gift Second Harvest Food Bank PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 10381 0 Donor Designations and Program Support Senior Life Resources Northwest 1824 Fowler St Richland WA 99352 910909913 501 (C)(3) 6686 0 Donor Designations and Program Support Service Peace Warriors 1781 N Bellevue Rd Eltopia WA 99330 811192452 501 (C)(3) 5493 0 Donor Designations and Program Support St James Cathedral 804 Ninth Avenue Seattle WA 98104 910567738 501 (C)(3) 9500 0 Donor Designated Gift Support Advocacy & Resource Center 1458 Fowler Street Richland WA 99352 911178405 501 (C)(3) 21692 0 Donor Designations and Program Support Tri-Cities Prep Catholic High School 9612 St Thomas Drive Pasco WA 99301 911643930 501 (C)(3) 34085 0 Donor Designated Gift Tri-City Union Gospel Mission PO Box 1443 Pasco WA 99301 910840528 501 (C)(3) 6757 0 Donor Designated Gift Washington Policy Center PO Box 3643 Seattle WA 98124 911752769 501 (C)(3) 8000 0 Donor Designated Gift 28 0 Schedule I, Part I, Line 2 Grants Monitoring Process - Grantees are required to provide semi-annual progress reports that demonstrate how the funding has been utilized to-date and the results achieved against pre-determined measurable outcomes. Additionally, final reports are required to verify all funding has been used for the purposes intended and that results are consistent with agreed-upon outcomes and targets. Agencies that receive donor designated gifts must be tax exempt under the provisions of Section 501(c)(3) of the Internal Revenue Code. Qualified organizations must also certify that they are in compliance with the Patriot Act of 2001. X X X X X 0 0 0 0 0 0 0 0 0 LoAnn Ayers President & CEO 178141 0 0 0 0 0 21583 0 13830 0 213554 0 0 0 X Incentives 458 60864 Fair Value X Printing 1 2541 Fair Value 0 0 1 0 Form 990, Part VI, Section B, Line 11b The IRS Form 990 is reviewed by United Way's Administration Committee and Executive Committee. The document is then presented to the Board of Directors at a regularly scheduled board meeting for approval. The approved document is then filed with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12c United Way requires all staff, board members, and volunteers to certify compliance with our Conflict of Interest Policy on an annual basis. This certification requires disclosure of both actual and perceived conflicts. Senior staff analyze and compile reported conflicts which are then reviewed by the President/CEO. At the start of each meeting where agency items contain potentially conflicted subjects, board members and staff with conflicts are required to disclose their conflicts, recuse themselves from specific conversations regarding their conflict, and abstain from voting on issues associated with the conflict area(s). Conflicts and abstentions are noted in the documented meeting minutes which are kept as a permanent record of the organization. Form 990, Part VI, Section B, Line 15 The President/CEO's compensation is derived from the organization's strategic plan and set by the Executive Committee. The Executive Committee analyzes selected data to determine the President/CEO's compensation is commensurate with experience, performance, local, regional, and geographic information, and similar size and complexity United Ways and other Non-Profit organizations. Resources include compensation studies performed by United Way Worldwide and Local, Regional, and Statewide compensation data, obtained from the Washington State WorkSource website. Review and deliberation of the President/CEO's performance and this data are held in executive session meetings which are documented and permanently maintained as a report of the organization. Other Officer and key employee compensation is derived from the organization's strategic plan, set by the President/CEO, and approved by the Executive Committee. The President/CEO makes the salary recommendations to the Executive Committee in executive session meetings which are documented and permanently maintained as a report of the organization. Form 990, Part VI, Section C, Line 19 IRS Form 990, Audited Financial Statements, Conflicts of Interest Policy, and other appropriate governing documents are available on our website or upon request.