2019-10-02T13:02:29-07:00 2018-12-31 990 2018-01-01 910682177 UNITED WAY OF BENTON & FRANKLIN COUNTIES UNIT 5097834102 401 N Young Street Kennewick WA 99336 LoAnn Ayers CEO 5095813943 2019-10-02 64.146.130.2 2018 2019-02-21 02:37:17Z Dr LoAnn Ayers 401 N Young Street Kennewick WA 99336 3362622 0 X www.unitedway-bfco.com X 1958 WA We lead the fight for the Health, Education, & Financial Stability of all in our Community. 36 36 22 355 0 0 3458362 2587019 144023 153934 340895 112809 37070 29457 3980350 2883219 2665866 1571963 0 0 1094374 1049872 0 0 426375 440985 520768 4201225 3142603 -220875 -259384 6788867 5837456 1890497 1428087 4898370 4409369 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 965111 965111 55999 Donor Choice Program - In 2018, 466 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. 713410 584099 0 Community Impact Funding - United Way provides grant funding to local non-profit organizations to address our Community's Area of Greatest Need. In 2018, United Way funded 22 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. 389928 22753 97935 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. 359794 0 29432 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. 359794 0 29432 2428243 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 7 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X United Way of Benton & Franklin Counties LoAnn Ayers 5097834102 401 N Young Street Kennewick WA 99336 Jason Altman Member 2 0 X 0 0 0 Todd Baddley Member 2 0 X 0 0 0 Debbie Bone-Harris Member 2 0 X 0 0 0 Scott Booth Member 2 0 X 0 0 0 Nickolas Bumpaous Member 2 0 X 0 0 0 Tracie Cowen Member 2 0 X 0 0 0 Leonor de Maldonado Member 2 0 X 0 0 0 Laura Eder Member 2 0 X 0 0 0 Gregory Fancher Member 2 0 X 0 0 0 Eric Ferguson Member 2 0 X 0 0 0 Rosa Fernandez Member 2 0 X 0 0 0 Robert Gregory Member 2 0 X 0 0 0 Brian Harkins Member 2 0 X 0 0 0 Chris Harrington Member 2 0 X 0 0 0 Sandra Haynes Member 2 0 X 0 0 0 Tracy Heidelberg Member 2 0 X 0 0 0 Jason Hogue Member 2 0 X 0 0 0 Richard Holmes Vice Chair 3 0 X X 0 0 0 Diahann Howard Member 2 0 X 0 0 0 Jessica Joyner Member 2 0 X 0 0 0 Allison Jubb Member 2 0 X 0 0 0 Russell Keefer Treasurer 3 0 X X 0 0 0 Lisa Larson Member 2 0 X 0 0 0 Dan Legard Treasurer 3 0 X X 0 0 0 Keri Lobdell Member 2 0 X 0 0 0 Ben Majetich Member 2 0 X 0 0 0 Ryan Malecha Member 2 0 X 0 0 0 Jed Morris Member 2 0 X 0 0 0 Rick Perez Member 2 0 X 0 0 0 Daniel Richey Chair 3 0 X X 0 0 0 Brent Ridge Member 2 0 X 0 0 0 Ana Ruiz Peralta Member 2 0 X 0 0 0 Bradley Sawatzke Member 2 0 X 0 0 0 Brian Stickney Member 2 0 X 0 0 0 Denise Sweeden Member 2 0 X 0 0 0 Leo Valladares Member 2 0 X 0 0 0 Randall Walli Member 2 0 X 0 0 0 Kenneth Wells Member 2 0 X 0 0 0 Staci West Member 2 0 X 0 0 0 Bree Wolfe Member 2 0 X 0 0 0 Daniel Wood Member 2 0 X 0 0 0 LoAnn Ayers President & CEO 50 0 X 158720 0 38103 Lauri Roberts Chief Financial Officer 40 0 X 45969 0 15077 204689 0 53180 1 0 1 0 0 0 143609 0 0 2443410 99708 2587019 Designation Processing Fees 900099 55999 55999 0 0 Community Education Services 611710 97935 97935 0 0 0 0 0 0 153934 107207 107207 0 0 0 0 0 0 0 0 0 0 1575 0 0 0 1575 0 1575 1575 0 0 485005 0 479403 0 5602 0 5602 5602 0 0 125558 Increase in CSV Life Insurance 524298 14385 14385 0 0 Reimbursements 561499 11319 11319 0 0 Miscellaneous Revenue 900099 2178 2178 0 0 0 0 0 0 27882 2883219 296200 0 0 1571963 1571963 263627 140908 51610 71109 555490 296907 108749 149834 51686 27624 10120 13942 110637 59134 21661 29842 68432 36579 13397 18456 0 0 0 0 0 0 0 0 27238 1283 25308 647 0 0 0 0 0 0 19897 0 9239 10658 0 0 0 0 41638 39983 231 1424 114186 68434 11243 34509 79417 42447 15548 21422 12624 10116 881 1627 6698 3390 991 2317 4823 1450 2055 1318 32257 17241 6315 8701 54908 38946 6609 9353 7118 3804 1394 1920 Repairs and maintenance 25636 19173 2437 4026 Special events 89708 48575 0 41133 Miscellaneous expenses 4620 286 197 4137 3142603 2428243 287985 426375 1244289 779804 1612395 1255630 53383 65188 1149693 744129 378920 405564 3255753 3072759 244127 258511 6788867 5837456 84498 143331 435857 331325 1370142 953431 1890497 1428087 X 3945048 3350966 264833 355530 688489 702873 4898370 4409369 6788867 5837456 -259384 -223143 -6474 0 0 0 X X 0 1 X 1 0 X 3970087 4227447 3578718 3458362 2587019 17821633 3970087 4227447 3578718 3458362 2587019 17821633 17821633 147698 95976 147929 96952 108782 597337 35345 27882 63227 18482197 153934 0.96426 0.9646 X Schedule A, Part II, Line 10 Miscellaneous revenue reported on Form 990, Part Vlll, Line 11 37 0 466506 0 554100 0 304844 0 1 1 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 1678491 0 82522 23451 0 0 1737562 0.632 0.368 0 0 0 0 52000 52000 0 805850 555938 249912 0 0 0 0 0 221415 145453 75962 0 70428 42738 27690 405564 0 Donor Designations Payable 953431 953431 X 1869349 -223143 194283 0 0 -28860 1898209 19899 965111 985010 2883219 2358350 200757 0 0 0 200757 2157593 19899 965111 985010 3142603 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 the United Way's administration and fund raising 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 125558 0 125558 0 0 2014 16109 750 17611 YLS Golf Tournament 9351 0 9351 0 0 8501 0 0 163 1 8700 0 8700 0 0 0 1790 0 0 143609 0 143609 0 0 10515 17899 750 17774 46938 96671 1 Adult Day Services of the Tri-Cities 10 North Washington Street Kennewick WA 99336 911169578 501 (C)(3) 15569 0 Donor Designations and Program Support American Red Cross 7202 West Deschutes Avenue Kennewick WA 99336 530196605 501 (C)(3) 12745 0 Donor Designations and Program Support Benton Franklin Head Start 1549 Georgia Avenue SE Richland WA 99352 911097442 501 (C)(3) 33042 0 Donor Designations and Program Support Benton Franklin Humane Society PO Box 7163 Kennewick WA 99336 910819423 501 (C)(3) 9591 0 Donor Designations Bethel Church 600 Shockley Road Richland WA 99352 911093595 501 (C)(3) 25961 0 Donor Designations Boy Scouts of America Blue Mountain Council 8478 West Gage Boulevard Kennewick WA 99336 910575959 501 (C)(3) 22417 0 Donor Designations and Program Support Boys & Girls Club of Benton & Franklin Counties PO BOX 1322 Pasco WA 99301 911673327 501 (C)(3) 360695 0 Donor Designations and Program Support Catholic Charities Serving Central WA 2139 Van Giesen Street Richland WA 99354 911370404 501 (C)(3) 141682 0 Donor Designations and Program Support Catholic Charities USA 2050 Ballenger Avenue Suite 400 Alexandria VA 22314 530196620 501 (C)(3) 5007 0 Donor Designations Central Washington Catholic Foundation 5301 Tieton Drive Suite F Yakima WA 98908 331022610 501 (C)(3) 44000 0 Donor Designations Chaplaincy Health Care 1480 Fowler Street Richland WA 99352 910913590 501 (C)(3) 52088 0 Donor Designations and Program Support Children's Developmental Center 1549 Georgia Avenue SE Suite A Richland WA 99352 910876634 501 (C)(3) 51665 0 Donor Designations and Program Support Christ the King Church 1111 Stevens Drive Richland WA 99352 530196617 501 (C)(3) 52519 0 Donor Designations Christ the King School 1122 Long Avenue Richland WA 99352 530196617 501 (C)(3) 5871 0 Donor Designations Columbia Community Church 150 Gage Boulevard Richland WA 99352 916187873 501 (C)(3) 10826 0 Donor Designations Columbia Industries PO Box 7346 Kennewick WA 99336 910776525 501 (C)(3) 46517 0 Donor Designations and Program Support Corporation of Gonzaga University 502 East Boone Avenue Spokane WA 99258 910236600 501 (C)(3) 10000 0 Donor Designations Domestic Violence Services of Benton and Franklin Counties 3311 West Clearwater Avenue Kennewick WA 99336 870704852 501 (C)(3) 43487 0 Donor Designations and Program Support First Lutheran Church of Kennewick 418 North Yelm Street Kennewick WA 99336 943079259 501 (C)(3) 5700 0 Donor Designations First Presbyterian Church 2001 W Kennewick Avenue Kennewick WA 99336 910780068 501 (C)(3) 6445 0 Donor Designations Grace Clinic 800 W Canal Dr Kennewick WA 99336 770592408 501 (C)(3) 112185 0 Donor Designations and Program Support Hanford Reach Interpretive Center 1943 Columbia Park Trail Richland WA 99352 202533770 501 (C)(3) 29170 0 Donor Designations and Program Support IGNITE Youth Mentoring 1177 Jadwin Ave Richland WA 99352 273629555 501 (C)(3) 15210 0 Donor Designations and Program Support Junior Achievement of Washington 4415 W Clearwater Ave Kennewick WA 99336 910604913 501 (C)(3) 7828 0 Donor Designations Kadlec Foundation 888 Swift Boulevard Richland WA 99352 237005501 501 (C)(3) 17424 0 Donor Designations Lourdes Counseling Center 1175 Carondelet Drive Richland WA 99352 910349750 501 (C)(3) 33120 0 Donor Designations and Program Support Lourdes Foundation 520 North Fourth St Pasco WA 99301 911528577 501 (C)(3) 8998 0 Donor Designations Make-A-Wish Alaska and Washington 104 S Freya St Spokane WA 99202 911329433 501 (C)(3) 5333 0 Donor Designations Mid-Columbia Mastersingers PO Box 461 Richland WA 99352 911362433 501 (C)(3) 12354 0 Donor Designations and Program Support Modern Living Services PO Box 7046 Kennewick WA 99336 264255425 501 (C)(3) 5436 0 Donor Designations and Program Support Pacific Northwest University of Health Sciences 111 University Parkway Yakima WA 98901 061744054 501 (C)(3) 41000 0 Donor Designations Partners for Early Learning 661 Tanglewood Dr Richland WA 99352 471251930 501 (C)(3) 12815 0 Donor Designations and Program Support People for People 304 W Lincoln Avenue Yakima WA 98902 910783225 501 (C)(3) 14230 0 Donor Designations and Program Support Pet OverPopulation Prevention PO Box 1730 Richland WA 99352 911846733 501 (C)(3) 6598 0 Donor Designations Planned Parenthood of Central Washington 7426 West Bonnie Avenue Kennewick WA 99336 916071384 501 (C)(3) 14734 0 Donor Designations Planned Parenthood of Greater Washington 1117 Tieton Avenue Yakima WA 98902 916071384 501 (C)(3) 7825 0 Donor Designations River of Life MCC 2625 W Bruneau Place Kennewick WA 99336 911698071 501 (C)(3) 10735 0 Donor Designations and Program Support Safe Harbor Support Center 1111 North Grant Place Kennewick WA 99336 911725914 501 (C)(3) 7266 0 Donor Designations Saint Martin's University 5000 Abbey Way SE Lacey WA 98503 910564993 501 (C)(3) 26000 0 Donor Designations Second Harvest Food Bank PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 50078 0 Donor Designations and Program Support Senior Life Resources Northwest 1824 Fowler St Richland WA 99352 910909913 501 (C)(3) 63516 0 Donor Designations and Program Support South Hills Church 3700 West 27th Avenue Kennewick WA 99337 910714411 501 (C)(3) 29072 0 Donor Designations St Pauls Episcopal Church PO Box 6857 Kennewick WA 99336 910972140 501 (C)(3) 8000 0 Donor Designations Support Advocacy & Resource Center 1458 Fowler Street Richland WA 99352 911178405 501 (C)(3) 27966 0 Donor Designations and Program Support The ALS Association Evergreen 19226 66th Ave South Kent WA 98032 911950869 501 (C)(3) 5274 0 Donor Designations and Program Support The Arc of Tri-Cities 1455 Fowler St Richland WA 99352 916056360 501 (C)(3) 80946 0 Donor Designations and Program Support Tri-Cities Cancer Center 7350 West Deschutes Avenue Kennewick WA 99336 911594526 501 (C)(3) 7403 0 Donor Designations Tri-Cities Food Bank 420 W Deschutes Kennewick WA 99336 911011971 501 (C)(3) 38182 0 Donor Designations and Program Support Tri-Cities Prep Catholic High School 9612 St Thomas Drive Pasco WA 99301 911643930 501 (C)(3) 24602 0 Donor Designations Tri-Cities Sunrise Rotary Charity PO Box 2652 Pasco WA 99302 911744281 501 (C)(3) 5117 0 Donor Designations Tri-City Union Gospel Mission PO Box 1443 Pasco WA 99301 910840528 501 (C)(3) 26396 0 Donor Designations Tri-County Partners Habitat for Humanity 313 Wellsian Way Richland WA 99352 911591086 501 (C)(3) 13651 0 Donor Designations United Way of Treasure Valley PO Box 16330 Boise ID 83715 820299013 501 (C)(3) 13037 0 Donor Designations University of Louisiana at Lafayette Foundation PO Box 44290 Lafayette LA 70504 726023836 501 (C)(3) 25000 0 Donor Designations University of Washington Foundation 4333 Brooklyn Ave NE Seattle WA 98195 943079432 501 (C)(3) 20500 0 Donor Designations Walter Clore Wine & Culinary Center 2140A Wine Country Road Prosser WA 99350 450480666 501 (C)(3) 10500 0 Donor Designations Washington Policy Center PO Box 3643 Seattle WA 98124 911752769 501 (C)(3) 5250 0 Donor Designations Washington State STEM Education Foundation PO Box 1617 Richland WA 99352 264107233 501 (C)(3) 5507 0 Donor Designations West Side Church of Richland WA 615 Wright Avenue Richland WA 99352 916001996 501 (C)(3) 11126 0 Donor Designations Women Helping Women Fund Tri-Cities 713 Jadwin Avenue Richland WA 99352 912056891 501 (C)(3) 5524 0 Donor Designations WSU Foundation 2710 Crimson Way Richland WA 99352 911075542 501 (C)(3) 7088 0 Donor Designations YMCA of the Greater Tri-Cities 1234 Columbia Dr SE Richland WA 99352 910655754 501 (C)(3) 33469 0 Donor Designations and Program Support You Medical - Kennewick 5040 W Clearwater Kennewick WA 99336 943073612 501 (C)(3) 7764 0 Donor Designations 63 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. X X X X X X 0 0 0 0 0 0 0 0 0 LoAnn Ayers President & CEO 158720 0 0 0 0 0 24149 0 13954 0 196823 0 0 0 X 1 11989 FMV X Incentives 12529 68072 Fair Value X Supplies 840 17491 Fair Value X Printing 22 2156 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. Form 990, Part XII, Line 2c The organization did not change its oversight or selection process during the year.