2024-08-21T10:51:02-07:00 2023-12-31 990 2023-01-01 910682177 UNITED WAY OF BENTON & FRANKLIN COUNTIES UNIT 5097834102 401 North Young Street Kennewick WA 993367844 LoAnn Ayers CEO 5095813943 2024-08-19 1 2023 2024-08-08 14:25:15Z Dr LoAnn Ayers 401 N Young Street Kennewick WA 99336 3880971 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. 29 29 52 54 0 0 2190474 1977315 49107 43803 17284 401352 -3276 -123303 2253589 2299167 715539 775451 0 0 1126688 1229964 0 0 315024 464653 477712 2306880 2483127 -53291 -183960 6384238 6233037 738962 789676 5645276 5443361 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 445451 445451 40561 Donor Choice - We support local philanthropy by offering a safe, convenient donor-designated gift option. In 2023, 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. 606840 0 417389 Community Impact - We enhance student success through our Attendance Matters (R) mentoring program to support 250+ chronically absent middle schoolers with the support of local donors and through the service of AmeriCorps members. During the 2023-24 school year, 55% of mentored students were no longer chronically absent at the end of the year. AmeriCorps members provided an additional 8,255 hours of in-school student support, serving an average of 581 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 5. 381141 330000 0 Community Grant Funding - We expand access to critical services through our 16 grants to local nonprofits. During 2023, more than 23,000 local children and their parents or caregivers accessed services and support fueled by these grants. 361360 0 3238 Community Solutions- Since 2006, our United Way has engaged the community in regional health and human services planning and implementation processes. In 2023, this included participating in local and regional committees and boards, providing access to regional data for decision making through www.bentonfranklintrends.org, and increasing local volunteerism through www.volunteertricities.org. 361360 0 3238 1794792 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 11 0 1 52 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 192676 0 34526 Brant Baker Vice President 40 0 X 103599 0 24085 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 Amy Christensen Board Member 2 0 X 0 0 0 Catherine Douglas Board Member 2 0 X 0 0 0 Charles Drader Board Member 2 0 X 0 0 0 Laura Eder Treasurer 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 Randy Hayden Chair Elect 3 0 X X 0 0 0 Amy Hayfield 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 Board Member 2 0 X X 0 0 0 Sarah Hysjulien Board Member 2 0 X 0 0 0 Gail Johnsen Board Member 2 0 X 0 0 0 Dan Legard Past Chair 2 0 X X 0 0 0 Keri Lobdell 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 Mike Sheridan Board Member 2 0 X 0 0 0 Charles Simpson Board Chair 3 0 X X 0 0 0 Mike Sinclair Board Member 2 0 X 0 0 0 Brian Stickney Board Member 2 0 X 0 0 0 Leslie Streeter Board Member 2 0 X 0 0 0 Scott Vance Board Member 2 0 X 0 0 0 Seth Worley Board Member 2 0 X 0 0 0 296275 0 58611 2 0 1 0 0 0 0 192117 0 419571 1365627 113949 1977315 Designation Processing Fees 900099 43803 43803 0 0 0 0 0 0 43803 135178 0 0 135178 0 0 0 0 0 0 0 0 1950 0 0 0 1950 0 1950 0 0 1950 1682549 0 1416375 0 266174 0 266174 0 0 266174 23790 192117 165429 -141639 0 -141639 Increase in CSV Life Insurance 900099 16386 16386 0 0 0 0 0 0 16386 2299167 60189 0 261663 775451 775451 192676 116760 41796 34120 796450 482643 172769 141038 64537 30046 18994 15497 89091 47915 22668 18508 87210 53546 18539 15125 0 0 0 0 1000 1000 28072 28072 20765 0 8802 11963 1130 680 450 11735 10238 783 714 52326 17408 10741 24177 120461 64568 30814 25079 11716 8874 1227 1615 10100 6417 1545 2138 14763 10699 556 3508 19931 9279 5866 4786 43820 33190 4588 6042 14465 4872 3080 6513 Repairs and maintenance 13937 10375 1577 1985 Program supplies 95887 95887 0 0 Miscellaneous expense 25 0 25 0 Special events 17579 14944 419 2216 2483127 1794792 373311 315024 646393 387858 842619 831195 624882 581003 25409 64731 60379 70472 1206904 954259 294931 252645 3576276 3715398 313349 329735 6384238 6233037 141608 168738 187500 165000 409854 455938 738962 789676 X 4658114 4526752 987162 916609 5645276 5443361 6384238 6233037 -183960 -15195 -2760 0 0 0 X 0 1 X 1 0 X 2763724 2824336 2524001 2190474 1977315 12279850 2763724 2824336 2524001 2190474 1977315 12279850 172070 12107780 101823 60323 125695 17884 403302 709027 15628 16546 36567 86489 16386 171616 13160493 0.92001 0.95886 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 12 0 213285 0 186060 0 112100 0 1 1 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 1910012 0 278797 0 0 0 2188809 0.7008 0.2992 0 0 0 0 52000 52000 0 913785 722480 191305 0 0 0 0 0 241119 231779 9340 0 0 0 0 252645 Cash value of life insurance 329735 329735 0 Donor designations payable 455938 455938 X 2018776 -15195 35590 0 165429 185824 1832952 20764 445451 466215 2299167 2220691 38350 0 0 165429 203779 2016912 20764 445451 466215 2483127 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 Annual Festival of Trees Gala 215907 192117 23790 0 0 0 33984 100 131345 0 0 215907 192117 23790 0 0 0 33984 100 131345 165429 -141639 1 The Arc of Tri-Cities 1455 Fowler St Richland WA 99352 916056360 501 (C)(3) 53206 0 Donor Designations and Program Support Benton Franklin Head Start 1549 Georgia Avenue SE Richland WA 99353 911097442 501 (C)(3) 11661 0 Donor Designations and Program Support Boys & Girls Club of Benton & Franklin Counties PO Box 1322 Pasco WA 99301 911673327 501 (C)(3) 38244 0 Donor Designations and Program Support Camp River Run Inc PO Box 44826 Boise ID 83711 205850243 501 (C)(3) 10000 0 Donor Designated Gift Catholic Charities Serving Central WA - TriCities 2139 Van Giesen Street Richland WA 99354 911370404 501 (C)(3) 54953 0 Donor Designations and Program Support Chaplaincy Health Care 1480 Fowler Street Richland WA 99352 910913590 501 (C)(3) 9038 0 Donor Designations and Program Support Children's Developmental Center 1549 Georgia Avenue SE Richland WA 99352 910876634 501 (C)(3) 14423 0 Donor Designations and Program Support Christ the King Church 1111 Stevens Drive Richland WA 99352 530196617 501 (C)(3) 13158 0 Donor Designated Gift Columbia Community Church 150 Gage Boulevard Richland WA 99352 916187873 501 (C)(3) 7391 0 Donor Designated Gift Domestic Violence Services of Benton and Franklin Counties 3311 West Clearwater Avenue Kennewick WA 99336 870704852 501 (C)(3) 42662 0 Donor Designations and Program Support Elijah Family Homes PO Box 2005 Richland WA 99352 204058168 501 (C)(3) 15420 0 Donor Designations and Program Support B5 Learning Center 505 S Olympia St Apt B5 Kennewick WA 99336 463000858 501 (C)(3) 22977 0 Donor Designations and Program Support First Presbyterian Church 2001 W Kennewick Avenue Kennewick WA 99336 910780068 501 (C)(3) 5045 0 Donor Designated Gift Forge Youth Mentoring PO Box 1422 Richland WA 99352 831828720 501 (C)(3) 10000 0 Program Support Heartlinks 204 W 2nd Street Grandview WA 98930 911067873 501 (C)(3) 10334 0 Donor Designations and Program Support Kadlec Foundation 888 Swift Boulevard Richland WA 99352 237005501 501 (C)(3) 8136 0 Donor Designated Gift Make-A-Wish Alaska and Washington 104 S Freya St Spokane WA 99202 911329433 501 (C)(3) 7546 0 Donor Designated Gift Mid-Columbia Childrens Museum 723 The Parkway Richland WA 99352 923161244 501 (C)(3) 10000 0 Donor Designated Gift Mirror Ministries PO Box 400 Richland WA 99352 472596483 501 (C)(3) 18104 0 Donor Designations and Program Support NAMI Washington Tri-Cities 1107 NE 45th Street Suite 330 Seattle WA 98105 911689067 501 (C)(3) 12546 0 Donor Designations and Program Support Partners for Early Learning 661 Tanglewood Dr Richland WA 99352 471251930 501 (C)(3) 15000 0 Program Support Rehema for Kids 1360 N Louisana ST A-130 Kennewick WA 99336 205787364 501 (C)(3) 7500 0 Donor Designations Second Harvest Food Bank PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 21206 0 Donor Designations and Program Support Service Peace Warriors 1781 N Bellevue Rd Eltopia WA 99330 811192452 501 (C)(3) 5806 0 Donor Designations and Program Support Support Advocacy & Resource Center 1458 Fowler Street Richland WA 99352 911178405 501 (C)(3) 31182 0 Donor Designations and Program Support The Mid-Columbia Reading Foundation 1229 W 22nd Place Portable 4 Kennewick WA 99336 912105271 501 (C)(3) 7100 0 Donor Designations and Program Support University of Washington Foundation 4333 Brooklyn Ave NE Seattle WA 98195 943079432 501 (C)(3) 25000 0 Donor Designated Gift Upper Columbia Mission Society of SDA 3715 S Grove Rd Spokane WA 99224 910617725 501 (C)(3) 5532 0 Program Support Washington Policy Center PO Box 3643 Seattle WA 98124 911752769 501 (C)(3) 7500 0 Donor Designated Gift WPMA Scholarship Foundation Inc PO Box 571500 Murray UT 84157 311492473 501 (C)(3) 10000 0 Donor Designated Gift 30 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 192676 0 0 0 0 0 0 0 35886 0 228562 0 0 0 X Event Incentives/Decor 91 59242 Fair Value X Screen Print and supplies 13 2764 Fair Value X Bikes for Tykes 72 9076 Fair Value X Books for Children 16673 42867 Fair Value 0 0 1 0 Form 990, Part VI, Section B, Line 11b The IRS Form 990 is 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.