2026-08-24T15:14:57-07:00 2025-12-31 990 2025-01-01 910682177 UNITED WAY OF BENTON & FRANKLIN COUNTIES UNIT 5097834102 401 North Young Street Kennewick WA 993367844 LoAnn Ayers CEO 5095813943 2026-06-12 2025 LoAnn Ayers 401 N Young Street Kennewick WA 993367844 2685692 0 X www.unitedway-bfco.com X 1958 WA United Way of Benton & Franklin Counties collaborates to support a foundation for the well-being, safety, and academic success of children, from birth to middle school. 21 21 33 75 0 0 1833235 1737534 33754 41326 155662 130981 -59879 -55046 1962772 1854795 532577 393374 0 0 1334134 1109403 0 0 305766 512680 456171 2379391 1958948 -416619 -104153 5854614 5936854 646688 466263 5207926 5470591 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 293374 293374 34824 Donor Choice - We support local philanthropy by offering a safe, convenient donor-designated gift option. In 2025, over 185 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. 525365 0 6502 Community Impact - We enhance student success through our Attendance Matters (R) mentoring program to support 350+ students who are chronically absent, or at risk of becoming chronically absent. 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; 65,028 books were mailed in 2025. 152782 100000 0 Community Grant Funding - We expand access to critical services through grants to local nonprofit organizations. During 2025, more than 11,000 local children and their parents or caregivers accessed services and support provided by these grants. 316768 0 0 Community Solutions- Since 2006, our United Way has engaged the community in regional health and human services planning and implementation processes. In 2025, 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. 316768 0 0 1288289 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 5 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 0 X X 198814 0 34517 Brant Baker Vice President 40 0 X 110184 0 23985 Jon Amundson Board Member 2.00 0 X 0 0 0 Scott Booth Chair-Elect/ Secretary 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 Board Chair 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 Lance Hansen Board Member 2 0 X 0 0 0 Joshua Harrison Board Member 2 0 X 0 0 0 Randy Hayden Past Chair 3 0 X X 0 0 0 Jerry Holloway Board Member 2 0 X 0 0 0 Sarah Hysjulien Board Member 2 0 X 0 0 0 Jeff Markillie Treasurer 3 0 X 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 Richa Sigdel Board Member 2 0 X 0 0 0 Charles Simpson Board Member 2 0 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 308998 0 58502 2 0 1 0 0 0 0 213205 0 178076 1346253 127087 1737534 Designation Processing fees 900099 34824 34824 0 0 CBO Development fees 900099 6502 6502 0 0 0 0 0 0 41326 139896 0 0 139896 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 723748 0 732663 0 -8915 0 -8915 0 0 -8915 20673 213205 98234 -77561 0 -77561 0 0 0 0 0 0 0 0 0 0 0 0 Increase in CSV Life Insurance 900099 16966 16966 0 0 Credit Card Cash Reward Premium 900099 3049 3049 0 0 Travel Stipend 900099 2500 2500 0 0 0 0 0 0 22515 1854795 63841 0 53420 393374 393374 0 0 0 0 0 0 233331 131769 55974 45588 0 0 0 0 692583 391122 166145 135316 43649 17198 14578 11873 62684 27289 19507 15888 77156 43652 18465 15039 0 0 0 0 0 0 0 0 26250 0 26250 0 0 0 0 0 0 0 21239 0 6828 14411 0 0 0 0 1883 910 536 437 38780 9216 9302 20262 100298 47057 29309 23932 0 0 0 0 11836 8682 1392 1762 5398 3048 606 1744 0 0 0 0 5203 4756 33 414 0 0 0 0 18685 8488 5620 4577 35665 26160 4704 4801 16137 5513 3651 6973 Repairs and maintenance 12369 8506 1826 2037 Program supplies 151719 151719 0 0 Special events 10709 9830 167 712 0 0 0 0 1958948 1288289 364893 305766 456307 336816 728625 481094 444037 442547 63264 56502 66378 56302 1170963 976038 212452 194925 3526036 3994187 357515 374481 5854614 5936854 209441 130860 76500 41970 360747 293433 646688 466263 X 4316564 4445338 891362 1025253 5207926 5470591 5854614 5936854 -104153 366818 0 0 0 0 X 0 1 X 1 0 X 2524001 2190474 1977315 1833235 1737534 10262559 2524001 2190474 1977315 1833235 1737534 10262559 206053 10056506 125695 17884 403302 156684 130981 834546 36567 86489 16386 29307 22515 191264 11288369 0.89087 0.90343 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 7 0 210750 0 209250 0 82500 0 1 1 2793521 0 389790 0 40916 0 3142395 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 0.7394 0.2606 0 0 0 0 52000 52000 0 551611 525342 26269 0 0 0 0 0 567352 450696 116656 0 0 0 0 194925 Cash value of life insurance 374481 374481 0 Donor designations payable 293433 293433 X 2003312 366819 18750 0 77561 463130 1540182 21239 293374 314613 1854795 1740646 18750 0 0 77561 96311 1644335 21239 293374 314613 1958948 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 2d Fundraising expenses included as direct expenses on Form 990, Part VIII, line 8b. Schedule D, Part XII, Line 4b Donor designated contributions Festival of Trees 233878 213205 20673 0 0 0 27500 100 70634 0 0 233878 213205 20673 0 0 0 27500 100 70634 98234 -77561 1 3 Rivers Corvette Club 1610 Heidi Pl Richland WA 99352 883793734 501 (C)(3) 10000 0 Donor Designated Gift The Arc of Tri-Cities 1455 Fowler St Richland WA 99352 916056360 501 (C)(3) 19920 0 Donor Designations and Program Support B5 Learning Center 715 S Jean Street Kennewick WA 99336 463000858 501 (C)(3) 19968 0 Donor Designations and Program Support Benton Franklin Head Start 1549 Georgia Avenue SE Richland WA 99352 911097442 501 (C)(3) 7910 0 Donor Designations and Program Support Boys & Girls Club of Benton & Franklin Counties PO Box 1322 Pasco WA 99301 911673327 501 (C)(3) 25531 0 Donor Designated Gift Catholic Charities Serving Central WA - TriCities 2139 Van Giesen Street Richland WA 99354 911370404 501 (C)(3) 16570 0 Donor Designations and Program Support Christ the King Church 1111 Stevens Drive Richland WA 99352 530196617 501 (C)(3) 27465 0 Donor Designated Gift Domestic Violence Services of Benton and Franklin Counties 3311 West Clearwater Avenue Kennewick WA 99336 870704852 501 (C)(3) 8191 0 Donor Designations and Program Support Elijah Family Homes PO Box 2005 Richland WA 99352 204058168 501 (C)(3) 7492 0 Donor Designations and Program Support Grace Collective 112 N 2nd Ave Pasco WA 99301 843061875 501 (C)(3) 14852 0 Donor Designations and Program Support Heartlinks 204 W 2nd Street Grandview WA 98930 911067873 501 (C)(3) 5667 0 Program Support International Rescue Committee Inc 122 East 43nd Street New York NY 10138 135660870 501 (C)(3) 30000 0 Donor Designated Gift NAMI Washington Tri-Cities 1107 NE 45th Street Suite 330 Seattle WA 98105 911689067 501 (C)(3) 7088 0 Donor Designations and Program Support Restoration Community Impact 2646 Scottsdale Pl Richland WA 99354 880881916 501 (C)(3) 8750 0 Program Support Second Harvest Food Bank PO Box 3068 Pasco WA 99302 237173826 501 (C)(3) 7976 0 Donor Designations and Program Support Support Advocacy & Resource Center 1458 Fowler Street Richland WA 99352 911178405 501 (C)(3) 23096 0 Donor Designations and Program Support The Mid-Columbia Reading Foundation 1229 W 22nd Place Portable 4 Kennewick WA 99336 912105271 501 (C)(3) 13582 0 Donor Designations and Program Support Therapeutic Riding of Tri-Cities 104 E 41st Pl Kennewick WA 99337 463822277 501 (C)(3) 8715 0 Donor Designations and Program Support Tri-Cities Food Bank 420 W Deschutes Kennewick WA 99336 911011971 501 (C)(3) 6122 0 Donor Designated Gift Tri-City Union Gospel Mission PO Box 1443 Pasco WA 99302 910840528 501 (C)(3) 5192 0 Donor Designated Gift Upper Columbia Mission Society of SDA 3715 S Grove Rd Spokane WA 99224 910617725 501 (C)(3) 7922 0 Donor Designations and Program Support WSU Foundation 2710 Crimson Way Richland WA 99352 911075542 501 (C)(3) 14976 0 Donor Designated Gift 22 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 198814 0 0 0 0 0 23795 0 10722 0 233331 0 0 0 X Event Incentives/Decor 109 43076 Fair Value X Books for Children 66781 74589 Fair Value X Bikes for Tykes 50 7800 Fair Value X Supplies 21 1623 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.