2020-09-09T19:06:36-07:00 2019-12-31 990 2019-01-01 910682177 UNITED WAY OF BENTON & FRANKLIN COUNTIES UNIT 5097834102 401 N Young Street Kennewick WA 99336 LoAnn Ayers CEO 5095813943 2020-08-31 64.146.130.2 2019 2020-11-19 02:30:22Z Dr LoAnn Ayers 401 N Young Street Kennewick WA 99336 3864535 0 X www.unitedway-bfco.com X 1958 WA We lead the fight for the Health, Education, & Financial Stability of all in our Community. 24 24 24 206 0 0 2587019 2763724 153934 162957 112809 148527 29457 17578 2883219 3092786 1571963 1608025 0 0 1049872 1005935 0 0 399464 520768 510346 3142603 3124306 -259384 -31520 5837456 5750883 1428087 1139422 4409369 4611461 United Way of Benton & Franklin Counties improves lives by mobilizing the caring power of our community to ensure that people live safe, healthy, productive lives. 0 0 992059 992059 83215 Donor Choice Program - In 2019, 377 Non-Profit Organizations received designated contributions through United Way's 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. 726777 595966 0 Community Impact Funding - United Way provides grant funding to local non-profit organizations to address our Community's Area of Greatest Need. In 2019, United Way funded 23 local non-profit organizations and 38 programs to improve the health, education, and financial stability of thousands of people in our community. Selected through a competitive process, these organizations work with United Way to meet the most pressing needs of our community's most vulnerable populations. 374236 20000 13500 Childhood and Youth Success - United Way is committed to the success of the youth and children as the future of our community. To promote childhood success, United Way educated the community about critical first five years in a child's life and invests in local agencies that help parents become their child's first and best teachers. To promote youth success, United Way educates the community about the importance of regular school attendance, helps local schools organize effective programs to increase student attendance rates, and invest in local agencies that address the root causes of chronic absenteeism. 340188 0 0 Community Solutions- Since 2006, United Way has been engaging community leaders, as well as the community as a whole, in region-wide health and human services planning and implementation processes. We provide training, coaching and meeting space in order to grow the capacity of local non-profit organizations. 14714 0 58742 2020 Census Education - United Way of Benton & Franklin Counties supports census education and outreach efforts within communities that have historically been under counted. 354902 0 58742 2447974 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 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 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 176650 0 30321 Jason Altman Board Member 2 0 X 0 0 0 Todd Baddley Board Member 2 0 X 0 0 0 Debbie Bone-Harris 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 Tracie Cowen Board Member 2 0 X 0 0 0 Laura Eder Board Member 2 0 X 0 0 0 Chris Harrington Board Member 2 0 X 0 0 0 Randy Hayden Board Member 2 0 X 0 0 0 Sandra Haynes Board Member 2 0 X 0 0 0 Jason Hogue Board Member 2 0 X 0 0 0 Richard Holmes Board Chair 3 0 X X 0 0 0 Diahann Howard Board Member 2 0 X 0 0 0 Gail Johnsen Board Member 2 0 X 0 0 0 Jessica Joyner Board Member 2 0 X 0 0 0 Lisa Larson Board Member 2 0 X 0 0 0 Dan Legard Treasurer 3 0 X X 0 0 0 Keri Lobdell Board Member 2 0 X 0 0 0 Ben Majetich Board Member 2 0 X 0 0 0 Jed Morris Board Member 2 0 X 0 0 0 Traci Pierce Board Member 2 0 X 0 0 0 Daniel Richey Past Chair 3 0 X X 0 0 0 Brent Ridge Board Member 2 0 X 0 0 0 Bradley Sawatzke Board Member 2 0 X 0 0 0 Charles Simpson Board Member 2 0 X 0 0 0 Brian Stickney Board Member 2 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 Daniel Wood Board Member 2 0 X 0 0 0 176650 0 30321 1 0 1 0 0 0 0 177400 0 0 2586324 87083 2763724 Designation Processing Fees 900099 83215 83215 0 0 Community Education Services 900099 79742 79742 0 0 0 0 0 0 162957 99873 0 0 99873 0 0 0 0 0 0 0 0 1950 0 0 0 1950 0 1950 0 0 1950 820403 0 771518 231 48885 -231 48654 0 0 48654 0 177400 0 0 0 0 Increase in CSV Life Insurance 900099 8072 0 0 8072 Reimbursements 900099 6200 6200 0 0 Miscellaneous Revenue 900099 1356 1356 0 0 0 0 0 0 15628 3092786 170513 0 158549 1608025 1608025 214307 114546 41955 57806 576134 307926 112798 155410 50318 26894 9852 13572 102171 54612 20004 27555 63005 33674 12335 16996 0 0 0 0 0 0 0 0 18200 0 18200 0 0 0 0 0 0 0 19972 9480 10492 50352 46809 345 3198 106072 57487 11484 37101 98714 52760 19326 26628 12287 9847 856 1584 5360 2811 489 2060 2136 1148 115 873 32840 17552 6430 8858 58629 36403 9908 12318 7157 3825 1401 1931 Repairs and maintenance 14356 10486 1485 2385 Special events 80072 63119 264 16689 Miscellaneous expenses 4199 50 141 4008 3124306 2447974 276868 399464 779804 477665 1255630 1148451 65188 63984 1138951 784610 405564 354341 3072759 3439859 258511 266583 5837456 5750883 143331 140827 331325 276333 953431 722262 1428087 1139422 X 3350966 3454280 1058403 1157181 4409369 4611461 5837456 5750883 -31520 231233 2379 0 0 0 X 0 1 X 1 0 X 4227447 3578718 3458362 2587019 2763724 16615270 4227447 3578718 3458362 2587019 2763724 16615270 16615270 95976 147929 96952 108782 101823 551462 35345 27882 15628 78855 17245587 162957 0.96345 0.96426 X Schedule A, Part II, Line 10 Miscellaneous revenue reported on Form 990, Part Vlll, Line 11 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 0 487564 0 647071 0 145337 0 1 1 1910012 0 278797 0 0 0 2188809 2062819 0 -152807 0 0 0 1910012 1820721 0 242098 0 0 0 2062819 1716151 0 104570 0 0 0 1820721 1737562 0 -14935 6476 0 0 1716151 0.675 0.325 0 0 0 0 52000 52000 0 820596 579087 241509 0 0 0 0 0 211233 157736 53497 0 55122 47787 7335 354341 0 Donor designations payable 722262 722262 X 2354094 231233 42106 0 0 273339 2080755 19972 992059 1012031 3092786 2152002 39727 0 0 0 39727 2112275 19972 992059 1012031 3124306 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 4b Donor designated contributions Schedule D, Part XII, Line 4b Donor designated contributions Festival of Trees 168970 151970 17000 0 0 0 16983 900 43477 Union Breakfast 8430 8430 0 0 0 0 1789 0 0 0 177400 160400 17000 0 0 0 18772 900 43477 63149 -46149 1 Academy of Children's Theatre 213 Wellsian Way Richland WA 99352 911722925 501 (C)(3) 14688 0 Donor Designated Gift American Red Cross 7202 West Deschutes Avenue Kennewick WA 99336 530196605 501 (C)(3) 6483 0 Donor Designated Gift ARC of Tri-Cities Foundation PO Box 1122 Richland WA 99352 204299384 501 (C)(3) 58254 0 Donor Designations and Program Support Archdiocese of Seattle 710 9th Ave Seattle WA 98104 910778147 501 (C)(3) 6500 0 Donor Designated Gift Benton Franklin Head Start 1549 Georgia Avenue SE Richland WA 99352 911097442 501 (C)(3) 27174 0 Donor Designations and Program Support Benton Franklin Humane Society PO Box 7163 Kennewick WA 99336 910819423 501 (C)(3) 10495 0 Donor Designated Gift Bethel Church 600 Shockley Road Richland WA 99352 911093595 501 (C)(3) 10619 0 Donor Designated Gift Boy Scouts of America Blue Mountain Council 8478 West Gage Boulevard Kennewick WA 99336 910575959 501 (C)(3) 11119 0 Donor Designated Gift Boys & Girls Club of Benton & Franklin Counties PO BOX 1322 Pasco WA 99301 911673327 501 (C)(3) 91181 0 Donor Designations and Program Support Catholic Charities Serving Central WA 2139 Van Giesen Street Richland WA 99354 911370404 501 (C)(3) 88467 0 Donor Designations and Program Support Central United Protestant Church 1124 Stevens Drive Richland WA 99354 910578228 501 (C)(3) 19000 0 Donor Designations and Program Support Central Washington Catholic Foundation 5301 Tieton Drive Suite F Yakima WA 98908 331022610 501 (C)(3) 29000 0 Donor Designated Gift Chaplaincy Health Care 1480 Fowler Street Richland WA 99352 910913590 501 (C)(3) 55491 0 Donor Designations and Program Support Children's Developmental Center 1549 Georgia Avenue SE Suite A Richland WA 99352 910876634 501 (C)(3) 53142 0 Donor Designations and Program Support Christ the King Church 1111 Stevens Drive Richland WA 99352 530196617 501 (C)(3) 147726 0 Donor Designated Gift Christ the King School 1122 Long Avenue Richland WA 99352 530196617 501 (C)(3) 5666 0 Donor Designated Gift Columbia Community Church 150 Gage Boulevard Richland WA 99352 916187873 501 (C)(3) 10529 0 Donor Designated Gift Columbia Industries PO Box 7346 Kennewick WA 99336 910776525 501 (C)(3) 47675 0 Donor Designations and Program Support Corporation of Gonzaga University 502 East Boone Avenue Spokane WA 99258 910236600 501 (C)(3) 20000 0 Donor Designated Gift Domestic Violence Services of Benton and Franklin Counties 3311 West Clearwater Avenue Kennewick WA 99336 870704852 501 (C)(3) 46385 0 Donor Designations and Program Support Edith Bishel Center for the Blind 628 North Arthur Street Kennewick WA 99336 911323283 501 (C)(3) 6143 0 Donor Designations and Program Support Family Learning Center 505 S Olympia St Suite B5 Kennewick WA 99336 463000858 501 (C)(3) 6042 0 Donor Designations and Program Support First Presbyterian Church 2001 W Kennewick Avenue Kennewick WA 99336 910780068 501 (C)(3) 5830 0 Donor Designated Gift Grace Clinic 800 W Canal Dr Kennewick WA 99336 770592408 501 (C)(3) 97697 0 Donor Designations and Program Support Hanford Reach Interpretive Center 1943 Columbia Park Trail Richland WA 99352 202533770 501 (C)(3) 30700 0 Donor Designated Gift Kadlec Foundation 888 Swift Boulevard Richland WA 99352 237005501 501 (C)(3) 23453 0 Donor Designated Gift Lourdes Counseling Center 1175 Carondelet Drive Richland WA 99352 910349750 501 (C)(3) 6809 0 Donor Designated Gift Lourdes Foundation 520 North Fourth St Pasco WA 99301 911528577 501 (C)(3) 6583 0 Donor Designated Gift Make-A-Wish Alaska and Washington 104 S Freya St Spokane WA 99202 911329433 501 (C)(3) 5320 0 Donor Designated Gift Mirror Ministries PO Box 400 Richland WA 99352 472596483 501 (C)(3) 6073 0 Donor Designations and Program Support Modern Living Services PO Box 7046 Kennewick WA 99336 264255425 501 (C)(3) 10107 0 Donor Designations and Program Support Pacific Northwest University of Health Sciences 111 University Parkway Yakima WA 98901 061744054 501 (C)(3) 30000 0 Donor Designated Gift Partners for Early Learning 661 Tanglewood Dr Richland WA 99352 471251930 501 (C)(3) 15205 0 Donor Designations and Program Support Pet OverPopulation Prevention PO Box 1730 Richland WA 99352 911846733 501 (C)(3) 5421 0 Donor Designated Gift Planned Parenthood of Central Washington 7426 West Bonnie Avenue Kennewick WA 99336 916071384 501 (C)(3) 14319 0 Donor Designated Gift Planned Parenthood of Greater Washington 1117 Tieton Avenue Yakima WA 98902 916071384 501 (C)(3) 6742 0 Donor Designated Gift River of Life MCC 2625 W Bruneau Place Kennewick WA 99336 911698071 501 (C)(3) 18755 0 Donor Designations and Program Support Safe Harbor Support Center 1111 North Grant Place Kennewick WA 99336 911725914 501 (C)(3) 5605 0 Donor Designated Gift Second Harvest Food Bank PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 6358 0 Donor Designations and Program Support Second Harvest Inland Northwest PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 46861 0 Donor Designations and Program Support Senior Life Resources Northwest 1824 Fowler St Richland WA 99352 910909913 501 (C)(3) 37628 0 Donor Designations and Program Support Society of St Vincent de Paul - Pasco PO Box 4273 Pasco WA 99302 825338652 501 (C)(3) 5058 0 Donor Designations and Program Support South Hills Church 3700 West 27th Avenue Kennewick WA 99337 910714411 501 (C)(3) 24497 0 Donor Designated Gift Support Advocacy & Resource Center 1458 Fowler Street Richland WA 99352 911178405 501 (C)(3) 39961 0 Donor Designations and Program Support The ALS Association Evergreen 19226 66th Ave South Kent WA 98032 911950869 501 (C)(3) 10228 0 Donor Designations and Program Support The Arc of Tri-Cities 1455 Fowler St Richland WA 99352 916056360 501 (C)(3) 10469 0 Donor Designated Gift The Mid-Columbia Reading Foundation 1229 W 22nd Place Kennewick WA 99337 912105271 501 (C)(3) 6008 0 Donor Designated Gift Tri-Cities Food Bank 420 W Deschutes Kennewick WA 99336 911011971 501 (C)(3) 20539 0 Donor Designated Gift Tri-Cities Prep Catholic High School 9612 St Thomas Drive Pasco WA 99301 911643930 501 (C)(3) 11931 0 Donor Designated Gift Tri-City Union Gospel Mission PO Box 1443 Pasco WA 99301 910840528 501 (C)(3) 12963 0 Donor Designated Gift University of Utah 332 South 1400 East Suite 150 Salt Lake City UT 84112 876000525 501 (C)(3) 14500 0 Donor Designated Gift Walter Clore Wine & Culinary Center 2140A Wine Country Road Prosser WA 99350 450480666 501 (C)(3) 11000 0 Donor Designated Gift Washington Policy Center PO Box 3643 Seattle WA 98124 911752769 501 (C)(3) 6250 0 Donor Designated Gift Washington State STEM Education Foundation PO Box 1617 Richland WA 99352 264107233 501 (C)(3) 6039 0 Donor Designated Gift WSU Foundation 2710 Crimson Way Richland WA 99352 911075542 501 (C)(3) 9825 0 Donor Designated Gift YMCA of the Greater Tri-Cities 1234 Columbia Dr SE Richland WA 99352 910655754 501 (C)(3) 5403 0 Donor Designations and Program Support You Medical - Kennewick 5040 W Clearwater Kennewick WA 99336 943073612 501 (C)(3) 6823 0 Donor Designated Gift 57 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 176650 0 0 0 0 0 21534 0 8787 0 206971 0 0 0 X 1 10968 FMV X Incentives 12602 59153 Fair Value X Supplies 1346 13213 Fair Value X Printing 6 3749 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. 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 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 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 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 CEO, and approved by the Executive Committee. The 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.