2025-08-20T20:11:10-07:00 2024-12-31 990 2024-01-01 910682177 UNITED WAY OF BENTON & FRANKLIN COUNTIES UNIT 5097834102 401 North Young Street Kennewick WA 993367844 LoAnn Ayers CEO 5095813943 2025-08-15 1 2024 2025-03-06 01:10:19Z LoAnn Ayers 401 N Young Street Kennewick WA 99336 2474202 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. 25 25 50 72 0 0 1977315 1833235 43803 33754 401352 155662 -123303 -59879 2299167 1962772 775451 532577 0 0 1229964 1334134 0 0 334318 477712 512680 2483127 2379391 -183960 -416619 6233037 5854614 789676 646688 5443361 5207926 Since 1958, United Way of Benton & Franklin Counties has been raising funds and creating partnerships to improve lives and strengthen communities. We collaborate to support a foundation for the well-being, safety, and academic success of children, from birth to middle school. 0 0 330277 330277 32116 Donor Choice - We support local philanthropy by offering a safe, convenient donor-designated gift option. In 2024, over 200 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. 747028 0 0 Community Impact - We enhance student success through our Attendance Matters(R) mentoring program to support 350+ middle school students who are at risk of becoming chronically absent. During the 2024-25 school year, 60% of students averaged less than two absences per month after enrolling in the program. Attendance Matters(R) AmeriCorps members connected with an average of 528 students per month. We advance early learning through our partnership with Dolly Parton's Imagination Library. We raise funds and facilitate book orders to mail free monthly books to children, from birth to age five; 67,117 books were mailed in 2024. 239882 202300 0 Community Grant Funding - We expand access to critical services through our 16 grants to local nonprofits. During 2024, more than 23,600 local children and their parents or caregivers accessed services and support provided by these grants. 322888 0 1637 Community Solutions- Since 2006, our United Way has engaged the community in regional health and human services planning and implementation processes. In 2024, this included participating in local and regional committees and boards, providing access to regional data for decision making through www.bentonfranklintrends.org, and supporting local volunteerism. 322888 0 1637 1640075 1 1 0 0 0 1 0 0 0 1 1 0 0 1 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 8 0 1 50 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 45.00 0 X X 199076 0 35803 Brant Baker Vice President 40 0 X 109426 0 26907 Jon Amundson Board Member 2 0 X 0 0 0 Scott Booth Treasurer 3 0 X X 0 0 0 Kena Chase Board Member 2 0 X 0 0 0 Amy Christensen Board Member 2 0 X 0 0 0 Katie Downing Board Member 2 0 X 0 0 0 Charles Drader Board Member 2 0 X 0 0 0 Laura Eder Chair-Elect/ Secretary 3 0 X X 0 0 0 Christopher Guerrero Board Member 2 0 X 0 0 0 William Gunn Board Member 2 0 X 0 0 0 Joshua Harrison Board Member 2 0 X 0 0 0 Randy Hayden Board Chair 3 0 X X 0 0 0 Amy Hayfield Board Member 2 0 X 0 0 0 Jerry Holloway 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 Jeff Markillie Board Member 2 0 X 0 0 0 Corey Osborn Board Member 2 0 X 0 0 0 Traci Pierce Board Member 2 0 X 0 0 0 Cristina Reyff Board Member 2 0 X 0 0 0 Tommy Ryon Board Member 2 0 X 0 0 0 Mike Sheridan Board Member 2 0 X 0 0 0 Richa Sigdel Board Member 2 0 X 0 0 0 Charles Simpson Past Chair 3 0 X X 0 0 0 Mike Sinclair Board Member 2 0 X 0 0 0 Leslie Streeter Board Member 2 0 X 0 0 0 Seth Worley Board Member 2 0 X 0 0 0 308502 0 62710 2 0 1 0 0 0 0 151038 0 349431 1332766 139812 1833235 Designation Processing Fees 900099 32116 32116 0 0 EFSP Administration Fees 900099 1638 1638 0 0 0 0 0 0 33754 144881 0 0 144881 0 0 0 0 0 0 0 0 1022 0 0 0 1022 0 1022 0 0 1022 411853 0 401072 0 10781 0 10781 0 0 10781 20150 151038 110358 -90208 0 -90208 Increase in CSV Life Insurance 900099 27780 27780 0 0 1527 1527 0 0 29307 1962772 63061 0 66476 532577 532577 0 0 0 0 0 0 234879 141103 51825 41951 0 0 0 0 881172 529363 194427 157382 46276 12870 18462 14944 76988 38618 21205 17165 94819 57573 20584 16662 0 0 0 0 0 0 0 0 28903 0 28903 0 0 0 0 0 0 0 21021 0 7615 13406 200 200 0 0 3118 1900 535 683 47188 13756 12301 21131 114994 57282 31933 25779 0 0 0 0 11271 8537 1180 1554 7239 4450 1009 1780 0 0 0 0 4980 4290 600 90 0 0 0 0 14814 6435 4631 3748 40193 30444 4207 5542 15226 4877 3509 6840 Repairs and maintenance 14377 10466 1778 2133 Program supplies 162973 162973 0 0 Special events 26183 22361 294 3528 2379391 1640075 404998 334318 387858 456307 831195 728625 581003 444037 64731 63264 70472 66378 1206904 994452 252645 212452 3715398 3526036 329735 357515 6233037 5854614 168738 209441 165000 76500 455938 360747 789676 646688 X 4526752 4316564 916609 891362 5443361 5207926 6233037 5854614 -416619 181184 0 0 0 0 X 0 1 X 1 0 X 2824336 2524001 2190474 1977315 1833235 11349361 2824336 2524001 2190474 1977315 1833235 11349361 238537 11110824 60323 125695 17884 403302 156684 763888 16546 36567 86489 16386 29307 185295 12298544 0 0.90343 0.92001 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 10 0 164300 0 145240 0 81000 0 1 1 2587345 0 238583 0 32407 0 2793521 2389447 0 268623 0 70725 0 2587345 2633766 0 -244319 0 0 0 2389447 2332346 0 301420 0 0 0 2633766 2188809 0 142537 0 0 0 2331346 0.713 0.287 0 0 0 0 52000 52000 0 913785 755857 157928 0 0 0 0 0 241119 238595 2524 0 0 0 0 212452 Cash value of life insurance 357515 357515 0 Donor designations payable 360747 360747 X 1920028 181184 17013 0 110357 308554 1611474 21021 330277 351298 1962772 2155463 17013 0 0 110357 127370 2028093 21021 330277 351298 2379391 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 expenses on Form 990, Part VIII, line 8b. Schedule D, Part XI, Line 4b Donor designated contributions. Schedule D, Part XII, Line 2b Fundraising expenses included as direct expense on Form 990, Part VIII, line 8b. Schedule D, Part XII, Line 2d Fundraising expenses included as direct expenses on Form 990, Part VIII, line 8b. Schedule D, Part XII, Line 4b Donor designated contributions. Annual Festival of Trees 171188 151038 20150 0 0 0 27953 100 82305 0 0 171188 151038 20150 0 0 0 27953 100 82305 110358 -90208 1 3 Rivers Corvette Club 1610 Heidi Pl Richland WA 99353 883793734 501 (C)(3) 7500 0 Donor Designated Gift The Arc of Tri-Cities 1455 Fowler St Richland WA 99352 916056360 501 (C)(3) 61887 0 Donor Designations and Program Support Benton Franklin Head Start 1549 Georgia Avenue SE Richland WA 99353 911097442 501 (C)(3) 26132 0 Donor Designations and Program Support Boys & Girls Club of Benton & Franklin Counties PO Box 1322 Pasco WA 99301 911673327 501 (C)(3) 33048 0 Donor Designated Gift Catholic Charities Serving Central WA - TriCities 2139 Van Giesen Street Richland WA 99354 911370404 501 (C)(3) 49892 0 Donor Designations and Program Support Chaplaincy Health Care 1480 Fowler Street Richland WA 99352 910913590 501 (C)(3) 5777 0 Donor Designations and Program Support Christ the King Church 1111 Stevens Drive Richland WA 99352 530196617 501 (C)(3) 15744 0 Donor Designated Gift Christ the King School 1122 Long Avenue Richland WA 99352 530196617 501 (C)(3) 7770 0 Donor Designated Gift Domestic Violence Services of Benton and Franklin Counties 3311 West Clearwater Avenue Kennewick WA 99336 870704852 501 (C)(3) 26110 0 Donor Designations and Program Support B5 Learning Center 715 S Jean Street Kennewick WA 99336 463000858 501 (C)(3) 32314 0 Donor Designations and Program Support First Presbyterian Church 2001 W Kennewick Avenue Kennewick WA 99336 910780068 501 (C)(3) 5083 0 Donor Designated Gift Forge Youth Mentoring PO Box 1422 Richland WA 99352 831828720 501 (C)(3) 12750 0 Program Support Grace Clinic 800 W Canal Dr Kennewick WA 99336 770592408 501 (C)(3) 12775 0 Donor Designated Gift Grace Collective 112 N 2nd Ave Pasco WA 99301 843061875 501 (C)(3) 5999 0 Donor Designated Gift Heartlinks 204 W 2nd Street Grandview WA 98930 911067873 501 (C)(3) 21619 0 Donor Designations and Program Support NAMI Washington Tri-Cities 1107 NE 45th Street Suite 330 Seattle WA 98105 911689067 501 (C)(3) 25907 0 Donor Designations and Program Support Partners for Early Learning 661 Tanglewood Dr Richland WA 99352 471251930 501 (C)(3) 7500 0 Program Support Second Harvest Food Bank PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 25507 0 Donor Designations and Program Support Support Advocacy & Resource Center 1458 Fowler Street Richland WA 99352 911178405 501 (C)(3) 32181 0 Donor Designations and Program Support The Mid-Columbia Reading Foundation 1229 W 22nd Place Portable 4 Kennewick WA 99336 912105271 501 (C)(3) 13148 0 Donor Designations and Program Support Tri-Cities Food Bank 420 W Deschutes Kennewick WA 99336 911011971 501 (C)(3) 5239 0 Donor Designated Gift Tri-City Union Gospel Mission PO Box 1443 Pasco WA 99302 910840528 501 (C)(3) 5659 0 Donor Designated Gift Upper Columbia Mission Society of SDA 3715 S Grove Rd Spokane WA 99224 910617725 501 (C)(3) 12213 0 Donor Designations and Program Support WPMA Scholarship Foundation Inc PO Box 571500 Murray UT 84157 311492473 501 (C)(3) 10000 0 Donor Designated Gift WSU Foundation 2710 Crimson Way Richland WA 99352 911075542 501 (C)(3) 6653 0 Donor Designated Gift 237 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 0 0 0 0 0 0 0 0 0 LoAnn Ayers President & CEO 199076 0 0 0 0 0 23756 0 12047 0 234879 0 0 0 X Event Incentives/Decor 82 39886 Fair Value X Books for Children 33559 76608 Fair Value X Bikes for Tykes 85 13678 Fair Value X Screen Print and Supplies 54 9640 Fair Value 0 0 1 0 Form 990, Part VI, Section B, Line 11b The IRS Form 990 and accompanying schedules are 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.