2018-04-13T15:46:30-07:00 2017-06-30 990 2016-07-01 910606507 UNITED WAY OF SNOHOMISH COUNTY UNIT 4253745500 3120 McDougall Ave Ste 200 Everett WA 98201 Allison Warren-Barbour President & CEO 4253745500 2018-04-13 52.37.57.199 2016 2021-01-29 14:40:06Z Allison Warren-Barbour 3120 McDougall Ave Suite 200 Everett WA 98201 6804527 0 X www.uwsc.org X 1941 WA We transform lives by bringing people, resources, and strategy together to solve our community's toughest challenges. 33 33 40 2415 -7942 0 7018893 5306562 0 0 30369 124972 207922 305932 7257184 5737466 3878541 1598659 0 0 2326674 1818781 0 0 585991 1253481 1121394 7458696 4538834 -201512 1198632 11094450 10435792 5462151 3439104 5632299 6996688 X We transform lives by bringing people, resources, and strategy together to solve our community's toughest challenges. 1 1 2406840 285382 0 In FY 2016, United Way of Snohomish County addressed immediate needs by providing single-year program grants to 56 local nonprofit programs carefully selected by volunteer grant readers. Projects ranged from early childhood development and youth training programs to food distribution and emergency shelters. We honor donor requests to designate contributions to any 501(c)(3) or 509(a) in the county, state or country, provided that they comply with the USA Patriot Act and remain current in required IRS filings. We perform this service to agencies as a courtesy to our donors. Our volunteer center connected 2,151 individuals with volunteer opportunities. 714337 132221 0 In FY 16-17 United Way of Snohomish County consciously funded programs and services to support successful kids, financially stable families, and healthy communities. We continued our Volunteer Income Tax Assistance (VITA) Free Tax Preparation program for the 11th year, serving 3,751 households for a grand total of $5,041,434 in refunds that returned to the pockets of hard-working Snohomish County residents. Our education initiative helped 1,300 children enter kindergarten more likely to succeed by working with parents and childcare providers to assess and support social and emotional growth. 0 0 0 3121177 1 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Zecharias Mesgane 4253745500 3120 McDougall Ave Ste 200 Everett WA 98201 Kim Williams Board Chair 1 0 X X 0 0 0 Fran Mester Vice-Chair 1 0 X X 0 0 0 Sharon Wellman Secretary 1 0 X X 0 0 0 Michael Tibbits Treasurer 1 0 X X 0 0 0 Dom Amor Board Member 1 0 X 0 0 0 Brian Baird Board Member 1 0 X 0 0 0 Derick Baisa Board Member 1 0 X 0 0 0 Andrew Ballard Board Member 1 0 X 0 0 0 Gina Clark Board Member 1 0 X 0 0 0 Dawn Cordero Board Member 1 0 X 0 0 0 Suzanne Dedrick Board Member 1 0 X 0 0 0 Sandra Dillings Board Member 1 0 X 0 0 0 Gabe Doleac Board Member 1 0 X 0 0 0 Tonya Drake Board Member 1 0 X 0 0 0 Josh Estes Board Member 1 0 X 0 0 0 Emmett Heath Board Member 1 0 X 0 0 0 Tom Hebner Board Member 1 0 X 0 0 0 Jim Litz Board Member 1 0 X 0 0 0 Becky Mackenstadt Board Member 1 0 X 0 0 0 David McCrea Board Member 1 0 X 0 0 0 Erin Monroe Board Member 1 0 X 0 0 0 Josh O'Connor Board Member 1 0 X 0 0 0 Maria Pena Board Member 1 0 X 0 0 0 Wes Pringle Board Member 1 0 X 0 0 0 Jacklyn Rae Board Member 1 0 X 0 0 0 Matt Reinhard Board Member 1 0 X 0 0 0 Jeff Roe Board Member 1 0 X 0 0 0 Rod Sigvartson Board Member 1 0 X 0 0 0 Steve Spyridis Board Member 1 0 X 0 0 0 Shirley Sutton Board Member 1 0 X 0 0 0 Barbara Tolbert Board Member 1 0 X 0 0 0 John Weber Board Member 1 0 X 0 0 0 Dennis Smith President and CEO 40 0 X X X 165015 0 17683 Allison Warren-Barbour President and CEO 40 0 X X 0 0 0 Gary Cohn Immediate Past Chair 1 0 X 0 0 0 Jeri Wilkes CFO 40 0 X 87854 0 12732 252869 0 30415 1 1 1 0 0 267964 0 20365 0 29995 4988238 0 5306562 0 64890 64890 0 0 0 0 0 0 0 0 0 0 132200 0 140142 0 -7942 0 -7942 0 -7942 0 987001 0 926919 0 60082 0 60082 60082 0 0 20365 Pledge Processing Fees 900099 313874 313874 0 0 0 0 0 0 313874 5737466 438846 -7942 0 1598659 1598659 0 0 0 0 0 0 374485 142625 229631 2229 0 0 0 0 1124414 529612 297307 297495 48763 26356 9492 12915 110034 62693 21583 25758 161085 72729 57003 31353 0 0 0 0 6830 509 6321 0 57529 2221 38015 17293 0 0 0 0 0 0 24369 8123 8123 8123 402636 301503 53569 47564 1180 605 575 0 86259 44185 15340 26734 945 45 0 900 0 0 0 0 79284 40152 18504 20628 10466 4869 404 5193 0 0 0 0 40796 30278 7045 3473 0 0 0 0 74740 39481 19991 15268 87103 43269 21655 22179 26417 10933 6089 9395 Equipment Maintenance and Expense 21683 8888 6769 6026 Events 144115 120568 0 23547 Miscellaneous and In-Kind 35270 20744 8897 5629 Membership Dues 21772 12130 5353 4289 4538834 3121177 831666 585991 756513 1450485 935303 693682 3255087 2079477 29199 38136 0 0 0 0 0 0 0 0 92072 56936 4552368 1382527 3319170 3169841 2676583 2910732 0 0 0 0 0 0 30523 36503 11094450 10435792 241001 207659 2935505 996711 0 0 0 0 0 0 0 0 2285645 2234734 0 0 0 5462151 3439104 X 4371066 6037729 931545 629061 329688 329898 5632299 6996688 11094450 10435792 X 1198632 165155 600 0 0 2 X 0 1 X 1 0 X 9800725 11220291 8727459 7255806 5480069 42484350 0 0 0 0 0 0 0 0 0 0 0 0 9800725 11220291 8727459 7255806 5480069 42484350 0 42484350 53019 63503 60764 67498 64890 309674 -114241 3787 -1826 -237 -7942 -120459 0 0 0 0 0 0 42673565 0 0.99557 0.96023 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000 0 5000 2067825 2072825 253641 63410 0 0 663575 561801 430404 253641 1909421 2864132 6000 6000 8667 5000 25667 165894 140450 107601 63410 477355 716033 0 0 0 5000 5000 22 0 175935 0 255678 0 112098 0 1 1 1175873 210 128619 0 30572 0 1274130 1193312 29343 -10873 0 35909 0 1175873 1079504 124079 22221 0 32492 0 1193312 975385 1035 131927 0 28843 0 1079504 818994 89156 93300 0 26065 0 975385 0.71 0.29 0 0 0 0 420000 420000 0 3646461 974967 2671494 0 102608 85949 16659 0 257331 243007 14324 0 125968 78604 47364 3169841 4974740 165155 600 0 -904112 -738357 5713097 24369 0 24369 5737466 3610351 0 0 0 140142 140142 3470209 24369 1044256 1068625 4538834 Schedule D, Part V, Line 4 We have two funds in our Endowment: The CORE Fund - Donations to this fund are invested into our CORE work to support children birth to age 8 and their families with low income. Examples include Collaborative grants, programs, and services, addressing emerging needs and issues, building community capacity, and providing emergency funding in response to critical changes in community conditions. The Sustaining Fund -Donations to this fund are invested into United Way's infrastructure and operations. As a nonprofit, we are not only a funder, but also a convener and catalyst for change. Our dedicated staff administers grants, coordinates volunteers, processes pledges, and lends their talents and expertise to this important work every day. Giving to this fund helps to sustain United Way as an organization to continue to make an impact on the community. Schedule D, Part XI, Line 2d Gross designations less rental activities, 1 rounding Schedule D, Part XII, Line 2d Rental Activity expenses Schedule D, Part XII, Line 4b Donor designations, 1 rounding Aerospace Golf Scramble 20365 0 20365 1000 0 0 10274 0 5461 0 0 20365 0 20365 1000 0 0 10274 0 5461 16735 3630 Schedule G, Part II, Line 1 This is a fundraising golf tournament where members of the aerospace industry compete. Sponsorships pay for the greens fees, and players pay to enter the tournament. Those funds are then donated to us. 1 AMERICAN RED CROSS - NHQ PO BOX 73857 CHICAGO IL 606737857 362276983 501C3 27672 0 N/A N/A DONOR DESIGNATIONS ARLINGTON COMMUNITY CHEST 25620 133rd AVE NE ARLINGTON WA 98223 911140144 501C3 6735 0 N/A N/A PROGRAM GRANTS BOY SCOUTS-MT BAKER COUNCIL 1715 100TH PL SE NUMBER B EVERETT WA 98208 911622046 501C3 6695 0 N/A N/A DONOR DESIGNATIONS BOYS AND GIRLS CLUB OF SNO CO 4322 RUCKER AVENUE EVERETT WA 982032233 910549511 501C3 13917 0 N/A N/A DONOR DESIGNATIONS CATHOLIC COMMUNITY SERVICES WW 1133 RAILROAD AVE STE 100 BELLINGHAM WA 98225 911585652 501C3 79117 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS CENTER FOR HUMAN SERVICES 17018 15TH AVENUE NE SHORELINE WA 98155 237082323 501C3 31500 0 N/A N/A PROGRAM GRANTS CHILD STRIVE FKA LITTLE RED SCHOOL HOUSE 14 E CASINO RD EVERETT WA 98208 916053563 501C3 51236 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS CHILDHAVEN 316 BROADWAY SEATTLE WA 98122 910402430 501C3 10795 0 N/A N/A DONOR DESIGNATIONS CHRISTIAN SERVICE CHARITIES PO BOX 79704 BALTIMORE MD 212799704 943193374 501C3 6255 0 N/A N/A DONOR DESIGNATIONS CITY OF ARLINGTON 238 N OLYMPIC AVE ARLINGTON WA 98223 916001401 GOVERNMENT ENTITY 25000 0 N/A N/A GRANT COCOON HOUSE 2929 PINE ST EVERETT WA 98201 911497667 501C3 214400 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS COMMUNITY HEALTH CHARITIES PO BOX 75153 BALTIMORE MD 212755153 520728032 501C3 5189 0 N/A N/A DONOR DESIGNATIONS COMMUNITY HEALTH CHARITIES OF WASHINGTON STATE PO BOX 16727 SEATTLE WA 981160727 910995998 501C3 9607 0 N/A N/A DONOR DESIGNATIONS CORRECTIONAL PEACE OFFICERS FDN 1346 N MARKET BLVD SACRAMENTO CA 95834 680023302 501C3 11964 0 N/A N/A DONOR DESIGNATIONS DAWSON PLACE CHILD ADVOCACY CENTER 1509 CALIFORNIA ST EVERETT WA 98201 270627714 501C3 15430 0 N/A N/A DONOR DESIGNATIONS DOMESTIC VIOLENCE SVCS FKA SNO CO CTR FOR BATTERED WOMEN PO BOX 7 EVERETT WA 98206 910982722 501C3 38990 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS EARTH SHARE OF WASHINGTON 1402 THIRD AVENUE STE 817 SEATTLE WA 98101 911363472 501C3 13029 0 N/A N/A DONOR DESIGNATIONS EDMONDS COMMUNITY COLLEGE 20000 68TH AVE W EDMONDS WA 98036 910825212 COMM COLLEGE 39200 0 N/A N/A GRANTS EVERETT GOSPEL MISSION PO BOX 423 EVERETT WA 98206 910780146 501C3 11920 0 N/A N/A DONOR DESIGNATIONS EVERETT PUBLIC SCHOOLS FNDN PO BOX 3112 EVERETT WA 98203 911329342 501C3 40579 0 N/A N/A DONOR DESIGNATIONS EVERETT PUBLIC SCHOOLS PO BOX 2098 EVERETT WA 98213 999999999 PUBLIC SCHOOL DIST 12000 0 N/A N/A COLLABORATION GRANT FOUNDATION FOR EDMONDS SCHOOL DISTRICT PO BOX 390 LYNNWOOD WA 98046 911296816 501C3 6545 0 N/A N/A COLLABORATIVE GRANT AND DONOR DESIGNATIONS FRIENDS OF YOUTH-SNO CO 16225 NE 87TH STREET STE A6 REDMOND WA 98052 910672501 501C3 11498 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS GLOBAL IMPACT PO BOX 409616 ATLANTA GA 303849616 300075789 501C3 11928 0 N/A N/A DONOR DESIGNATIONS GREATER TRINITY CHRISTIAN LEARNING ACADEMY 11229 4TH AVENUE W EVERETT WA 98204 911872298 501C3 11350 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS HABITAT FOR HUMANITY OF SNOHOMISH COUNTY 16929 HIGHWAY 99 STE 100 LYNNWOOD WA 98037 911528130 501C3 6107 0 N/A N/A COLLABORATIVE GRANT AND DONOR DESIGNATIONS HAND IN HAND 14 E CASINO RD SUITE E EVERETT WA 98208 010962762 501C3 38839 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS HEARING SPEECH AND DEAFNESS CENTER 1625 19TH AVE SEATTLE WA 98122 910681207 501C3 13224 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS HOMAGE - SENIOR SERVICES OF SNO CO 8225 44TH AVENUE W SUITE O MUKILTEO WA 98275 910910680 501C3 56525 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS HOPEWORKS 3331 BROADWAY EVERETT WA 98201 800684608 501C3 18750 0 N/A N/A PROGRAM GRANTS HOUSING CONSORTIUM-EVERETT AND SNOHOMISH COUNTY PO BOX 1326 EVERETT WA 98206 134214361 501C3 10000 0 N/A N/A COLLABORATION GRANT HOUSING HOPE 5830 EVERGREEN WAY EVERETT WA 98203 943060709 501C3 217775 0 N/A N/A COLLABORATION AND PROGRAM GRANTS AND DONOR DESIGNATIONS LOCAL INDEPENDENT CHARITIES OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 943042430 501C3 20155 0 N/A N/A DONOR DESIGNATIONS LUTHERAN COMMUNITY SERVICES NW 433 MINOR AVENUE N SEATTLE WA 98109 930386860 501C3 244079 0 N/A N/A COLLABORATION AND PROGRAM GRANTS AND DONOR DESIGNATIONS MERCY HOUSING NORTHWEST 2505 THIRD AVE STE 204 SEATTLE WA 98121 911546525 501C3 15218 0 N/A N/A PROGRAM GRANTS MILITARY VETERAN AND PATRIOTIC SVC ORG OF AMERICA PO BOX 45766 SAN FRANCISCO CA 94145 943193418 501C3 6432 0 N/A N/A DONOR DESIGNATIONS NORTH COUNTIES FAMILY SERVICES PO BOX 1103 DARRINGTON WA 98241 800594827 501C3 59273 0 N/A N/A COLLABORATION AND PROGRAM GRANTS AND DONOR DESIGNATIONS NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 910826037 501C3 13036 0 N/A N/A DONOR DESIGNATIONS PARENT TRUST FOR WA CHILDREN 2200 RAINIER AVE SO SEATTLE WA 98144 911036940 501C3 23000 0 N/A N/A PROGRAM GRANTS PLANNED PARENTHOOD OF THE GREAT NORTHWEST 2001 E MADISON STREET SEATTLE WA 981222959 910686012 501C3 21501 0 N/A N/A DONOR DESIGNATIONS PROVIDENCE HOSPICE AND HOME CARE FDN - SNO CNTY 2731 WETMORE AVE STE 500 EVERETT WA 98201 911054828 501C3 12120 0 N/A N/A DONOR DESIGNATIONS SEATTLE CHILDRENS HOSPITAL FOUNDATION 6901 SAND POINT WAY NE SEATTLE WA 98115 911156519 501C3 5855 0 N/A N/A DONOR DESIGNATIONS SECRET HARBOR PO BOX 828 BURLINGTON WA 98233 911025997 501C3 25138 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS SHERWOOD COMMUNITY SERVICES 402 91ST AVENUE NE LAKE STEVENS WA 98258 910762805 501C3 8670 0 N/A N/A DONOR DESIGNATIONS SNOHOMISH EDUCATION FOUNDATION PO BOX 1312 SNOHOMISH WA 982911312 911363896 501C3 6122 0 N/A N/A DONOR DESIGNATIONS ST THOMAS ORTHODOX CHURCH 1309 BONNEVILLE AVE UNIT D SNOHOMISH WA 98290 203914059 501C3 5407 0 N/A N/A DONOR DESIGNATIONS STANWOOD-CAMANO AREA FNDN PO BOX 1209 STANWOOD WA 98292 916036846 501C3 9933 0 N/A N/A COLLABORATION AND PROGRAM GRANTS THE INTERFAITH ASSOC OF NW WA PO BOX 12824 EVERETT WA 98206 911340220 501C3 24800 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS UNITED WAY OF KING COUNTY 720 SECOND AVE SEATTLE WA 981041702 910565555 501C3 16499 0 N/A N/A DONOR DESIGNATIONS UNITED WAY OF PIERCE COUNTY 1501 PACIFIC AVENUE TACOMA WA 98402 910650669 501C3 8316 0 N/A N/A DONOR DESIGNATIONS VILLAGE COMMUNITY SERVICES 3210 SMOKEY PT DR STE 200 ARLINGTON WA 982237805 911459748 501C3 28073 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS VOLUNTEERS OF AMERICA W WA PO BOX 839 EVERETT WA 982060839 910577129 501C3 181084 0 N/A N/A COLLABORATION AND PROGRAM GRANTS AND DONOR DESIGNATIONS WITHIN REACH 155 NE 100TH ST STE 500 SEATTLE WA 98125 911443685 501C3 33750 0 N/A N/A PROGRAM GRANTS WORK OPPORTUNITIES 6515 202ND SW LYNNWOOD WA 98036 910754419 501C3 86131 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 322566033 202370934 501C3 6186 0 N/A N/A DONOR DESIGNATIONS YMCA OF SNOHOMISH COUNTY 2720 ROCKEFELLER EVERETT WA 98201 910565561 501C3 214701 0 N/A N/A COLLABORATION AND PROGRAM PROGRAM GRANTS AND DONOR DESIGNATIONS YOUTHNET PO BOX 217 MOUNT VERNON WA 98273 910850397 501C3 7894 0 N/A N/A PROGRAM GRANTS AND DONOR DESIGNATIONS YWCA SEATTLE-KING CO-SNOHO CO 1118 5TH AVE SEATTLE WA 98101 910482890 501C3 85717 0 N/A N/A COLLABORATION AND PROGRAM GRANTS AND DONOR DESIGNATIONS 56 2 Schedule I, Part I, Line 2 Funds awarded by program grants through policy are used to serve residents in Snohomish County. In addition, funding is priority sensitive and applicants must state clearly the intent of the program and who they seek to serve. As a condition for receiving a grant, grantees sign an agreement that includes the statement that funds must be used for the specific program and purpose as outlined in the proposal. Additionally, grantees must sign a Counter-Anti-Terrorism Compliance measure Form that states the agency will not knowingly re-grant funds to organizations and project outside of the United States. Compliance to the grantee letter of agreement is monitored on an ongoing basis and yearly for grants that are on a 3-year cycle. If problems occur, the grant is re-evaluated. Grants can be terminated if problems are not resolved. Through our CORE Collaboratives, we support and invest in groups of community partners with a shared action plan to move families with young children out of the traps of poverty and down an open road to success. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Dennis Smith CEO 165015 0 0 0 0 0 9958 0 7461 0 182434 0 0 0 Schedule J, Part I, Line 1a We provide a discretionary spending account, call the President's Discretionary Fund, which is used for one time grants to non-profits for program-related purposes. A full accounting of this fund is completed and reported to the Board annually. Form 990, Part III, Line 2 In January 2017, United Way of Snohomish County adopted a new collaborative approach utilizing two national models: Collective Impact and a 2-Generational approach. This new work is called CORE: Creating Open Roads to Equity our new, collaborative approach that fundamentally changes the way partners work together, building a system of care around families. Through our CORE Collaborative, we support and invest in groups of community partners with a shared action plan to move families with young children out of the traps of poverty and down an open road to success. Form 990, Part III, Line 3 To move our new work forward, a reorganization of our staff structure was implemented in May 2017. This reorganization eliminated the Executive Vice President role and the Learning & Analytics department. New positions were created in every department to better support the CORE work, including roles in the areas of volunteer engagement, CORE Collaborative management, data management and individual giving. Form 990, Part VI, Section B, Line 11b The 990 is first reviewed by our Audit Committee Chair. It then goes to the Finance Committee, and they are given time to review and receive any answers to questions they may have. Next, it goes to the Board, via email. They are given a deadline to respond with any concerns or questions. The Board is told that the 990 has passed review by the Finance Committee. It is then filed. Form 990, Part VI, Section B, Line 12c Annually, all Board members, key volunteers and staff are asked to disclose any potential conflicts of interest. All forms that have a potential conflict are given to the President & CEO to review. If they are still deemed to be a potential conflict, the Ethics Officer (currently Chair of the Audit Committee) is given the forms to review and make a ruling. Form 990, Part VI, Section B, Line 15 Our normal process is as follows: The Compensation Committee is formed annually and tasked with: 1. Review the President & CEO's and key employees' compensation research provided by the HR Director. 2. Review results of the President & CEO, and key employee's annual performance review. 3. Review the organization's annual performance development and compensation plan approved by the Board for the current budget year. 4. Determine salary levels. 5. Justification for setting the compensation levels must be documented and formal minutes taken at the Compensation Committee's meeting. This is an annual process, performed in June of each year. This year, a new CEO was hired on Jan 1, 2017. The compensation of the new CEO was reviewed and approved at that time. No raises were given during the rest of the fiscal year, so this process, though still valid, was not used. Form 990, Part VI, Section C, Line 19 Annually, our audit and our 990 are posted on our website and anyone making a request for this information will receive it either electronically or in hard copy. Form 990, Part XI, Line 9 Rounding