2022-09-19T19:03:44-07:00 2021-12-31 990 2021-01-01 910682177 UNITED WAY OF BENTON & FRANKLIN COUNTIES UNIT 5097834102 401 N Young Street Kennewick WA 99336 LoAnn Ayers CEO 5095813943 2022-09-20 1 11 0 AAL2 2021 2022-09-23 18:48:47Z LoAnn Ayers 401 N Young Street Kennewick WA 99336 3901713 0 X www.unitedway-bfco.com X 1958 WA We lead the fight for the Health, Education, & Financial Stability of all in our Community. 29 29 33 252 0 0 2824336 3548610 46729 56655 63404 125570 -31274 -52886 2903195 3677949 1399705 1159246 0 0 959123 945311 0 0 312532 624788 403356 2983616 2507913 -80421 1170036 5926428 7115808 1261860 1057274 4664568 6058534 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 633103 633103 49608 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 2021, 275 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. 593828 526143 7047 Community Impact Funding - United Way provides grants to local non-profit organizations to address critical service gaps for children and their parents/caregivers in our community's areas of greatest need. In 2021, 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 nearly $150,000 in FEMA Emergency Food and Shelter funds with 17 local nonprofits. 305057 0 0 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 2021, we: 1) provided access to regional data for decision making through www.bentonfranklintrends.org; 2) increased local volunteerism through www.volunteertricities.org; 3) facilitated the ordering, inventory and distribution of 965,325 pieces of Personal Protective Equipment and supplies to 43 local nonprofits and educational organizations; and 4) provided free coaching and professional development to staff and volunteers. 229653 0 0 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. 229653 0 0 1761641 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 9 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 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 179623 0 35966 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 Diahann Howard Board Member 2 0 X 0 0 0 Sarah Hysjulien Board Member 2 0 X 0 0 0 Gail Johnsen Board Member 2 0 X 0 0 0 Lisa Larson 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 Rebecca Weber Board Member 2 0 X 0 0 0 Staci West Board Member 2 0 X 0 0 0 179623 0 35966 1 0 1 0 0 0 0 215645 0 470823 2862142 64470 3548610 Designation Processing Fees 900099 56655 56655 0 0 56655 98695 0 0 98695 0 0 0 0 0 0 0 0 125 0 0 0 125 0 125 0 0 125 143901 0 117026 0 26875 0 26875 0 0 26875 17160 215645 106738 -89578 0 -89578 Increase in CSV Life Insurance 900099 22262 22262 0 0 Purchase Incentive Rebate 900099 13206 13206 0 0 Miscellaneous Revenue 900099 1099 1099 0 0 0 0 0 0 36567 3677949 93222 0 36117 1159246 1159246 215825 95895 70782 49148 564385 250766 185096 128523 41670 13763 16471 11436 58167 21253 21872 15042 65264 29227 21269 14768 0 0 0 0 0 0 0 0 19943 0 19943 0 0 0 0 0 0 0 22262 0 9592 12670 6945 6945 0 0 21829 19984 539 1306 58092 24246 17161 16685 128079 57313 41708 29058 11067 8382 1159 1526 2498 1058 630 810 6828 4029 1437 1362 36541 13491 13604 9446 59448 43534 7241 8673 11895 2915 2939 6041 Repairs and maintenance 13161 9331 1817 2013 Special events 4401 263 113 4025 Miscellaneous expenses 367 0 367 0 2507913 1761641 433740 312532 851737 1761860 832595 657232 236 58705 53266 57082 1208195 868121 386109 340074 3520737 3936845 281748 304010 5926428 7115808 124080 179553 375165 375000 168600 0 594015 502721 1261860 1057274 X 3531115 5141061 1133453 917473 4664568 6058534 5926428 7115808 1170036 223930 0 0 0 0 X 0 1 X 1 0 X 3458362 2587019 2763724 2824336 3548610 15182051 3458362 2587019 2763724 2824336 3548610 15182051 15182051 96952 108782 101823 60323 125695 493575 35345 27882 15628 16546 36567 131968 15807594 0.96043 0.96106 X Schedule A, Part I, Line 10 Miscellaneous revenue reported on Form 990, Part VIII, line 11e Schedule A, Part II, Line 10 Miscellaneous revenue reported on Form 990, Part VIII, line 11 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 0 581348 0 101615 0 158900 0 1 1 2332346 0 301420 0 0 0 2633766 2188809 0 143537 0 0 0 2332346 1910012 0 278797 0 0 0 2188809 2062819 0 -152807 0 0 0 1910012 1820721 0 242098 0 0 0 2062819 0.716 0.284 0 0 0 0 52000 52000 0 915289 620078 295211 0 0 0 0 0 240906 248043 -7137 0 0 0 0 340074 0 Donor Designations Payable 502721 502721 X 3393955 223930 40703 0 106738 371371 3022584 22262 633103 655365 3677949 1999989 40703 0 0 106738 147441 1852548 22262 633103 655365 2507913 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. Community impact includes, but is not limited to, United Way's focus areas of Education, Health, Financial Stability and Basic Needs. 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 232805 215645 17160 0 0 0 20686 0 86052 0 0 232805 215645 17160 0 0 0 20686 0 86052 106738 -89578 1 The Arc of Tri-Cities 1455 Fowler St Richland WA 99352 916056360 501 (C)(3) 43566 0 Donor Designations and Program Support Bethel Church 600 Shockley Road Richland WA 99352 911093595 501 (C)(3) 18782 0 Donor Designated Gift Boys & Girls Club of Benton & Franklin Counties PO BOX 1322 Pasco WA 99301 911673327 501 (C)(3) 77845 0 Donor Designations and Program Support Bronco Athletic Association Inc 1910 University Dr Boise ID 83725 826026578 501 (C)(3) 50000 0 Donor Designated Gift Catholic Charities Serving Central WA - TriCities 2139 Van Giesen Street Richland WA 99354 911370404 501 (C)(3) 9250 0 Donor Designations and Program Support Catholic Charities Serving Central WA - Yakima 5301 Tieton Drive Yakima WA 98908 911370404 501 (C)(3) 67207 0 Donor Designated Gift Central Washington Catholic Foundation 5301 Tieton Drive Yakima WA 98908 331022610 501 (C)(3) 10300 0 Donor Designated Gift Chaplaincy Health Care 1480 Fowler Street Richland WA 99352 910913590 501 (C)(3) 18754 0 Donor Designations and Program Support Children's Developmental Center 1549 Georgia Avenue SE Richland WA 99352 910876634 501 (C)(3) 28313 0 Donor Designations and Program Support Christ the King Church 1111 Stevens Drive Richland WA 99352 530196617 501 (C)(3) 13368 0 Donor Designated Gift Columbia Community Church 150 Gage Boulevard Richland WA 99352 916187873 501 (C)(3) 7936 0 Donor Designated Gift Columbia Industries PO Box 7346 Kennewick WA 99336 910776525 501 (C)(3) 15382 0 Donor Designations and Program Support Domestic Violence Services of Benton and Franklin Counties 3311 West Clearwater Avenue Kennewick WA 99336 870704852 501 (C)(3) 48558 0 Donor Designations and Program Support Elijah Family Homes PO Box 2005 Richland WA 99352 204058168 501 (C)(3) 14764 0 Donor Designations and Program Support Fields of Grace PO Box 1766 Richland WA 99352 800347599 501 (C)(3) 9860 0 Program Support First Presbyterian Church 2001 W Kennewick Avenue Kennewick WA 99336 910780068 501 (C)(3) 5626 0 Donor Designated Gift Gather 4 Him 3021 W Clearwater Kennewick WA 99336 203835063 501 (C)(3) 5900 0 Donor Designated Gift Grace Clinic 800 W Canal Dr Kennewick WA 99336 770592408 501 (C)(3) 57436 0 Donor Designations and Program Support Hanford Reach Interpretive Center 1943 Columbia Park Trail Richland WA 99352 202533770 501 (C)(3) 7019 0 Donor Designated Gift Head Start of Benton & Franklin Counties 1549 Georgia Avenue SE Richland WA 99352 911097442 501 (C)(3) 36857 0 Program Support 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) 12674 0 Donor Designations and Program Support Rehema Ministries 8220 W Gage Blvd Richland WA 99352 205787364 501 (C)(3) 16600 0 Donor Designated Gift Safe Harbor Crisis Nursery 1111 North Grant Place Kennewick WA 99336 911725914 501 (C)(3) 12760 0 Donor Designations and Program Support Saint Martin's University 5000 Abbey Way SE Lacey WA 98503 910564993 501 (C)(3) 72000 0 Donor Designated Gift Second Harvest Food Bank PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 8181 0 Donor Designations and Program Support Senior Life Resources Northwest 1824 Fowler St Richland WA 99352 910909913 501 (C)(3) 20333 0 Donor Designations and Program Support Service Peace Warriors 1781 N Bellevue Rd Eltopia WA 99330 811192452 501 (C)(3) 13137 0 Donor Designations and Program Support South Hills Church 3700 West 27th Avenue Kennewick WA 99337 910714411 501 (C)(3) 16417 0 Donor Designated Gift St Pauls Episcopal Church PO Box 6857 Kennewick WA 99336 910972140 501 (C)(3) 8000 0 Donor Designated Gift Support Advocacy & Resource Center 1458 Fowler Street Richland WA 99352 911178405 501 (C)(3) 36105 0 Donor Designations and Program Support Therapeutic Riding of Tri-Cities 6208 W Argent Rd Pasco WA 99301 463822277 501 (C)(3) 16765 0 Donor Designated Gift Tri-Cities Food Bank 420 W Deschutes Kennewick WA 99336 911011971 501 (C)(3) 5060 0 Donor Designations and Program Support Tri-Cities Prep Catholic High School 9612 St Thomas Drive Pasco WA 99301 911643930 501 (C)(3) 49776 0 Donor Designated Gift Tri-City Union Gospel Mission PO Box 1443 Pasco WA 99301 910840528 501 (C)(3) 7487 0 Donor Designated Gift Washington Policy Center PO Box 3643 Seattle WA 98124 911752769 501 (C)(3) 8500 0 Donor Designated Gift YMCA of the Greater Tri-Cities 1234 Columbia Dr SE Richland WA 99352 910655754 501 (C)(3) 11683 0 Donor Designations and Program Support 37 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 that 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 179860 0 0 0 0 0 21583 0 14383 0 215826 0 0 0 X Incentives 328 59742 Fair Value X Printing 3 4728 Fair Value 0 0 1 0 Form 990, Part VI, Section B, Line 11b The IRS Form 990 is reviewed by United Way's Finance Committee and Executive Committee. The document is then presented to the Board of Directors at a regularly schedule 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.