PLATINUM2024

UNITED WAY OF WHATCOM COUNTY

LIVE UNITED

Bellingham, WA   |  www.unitedwaywhatcom.org

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GuideStar Charity Check

UNITED WAY OF WHATCOM COUNTY

EIN: 91-0570788


Mission

Uniting with a network of nonprofits, local businesses, and community stakeholders to enable financial stability for every person in Whatcom County, we foster communities where all families and individuals have opportunity to thrive.

Ruling year info

1953

President/CEO

Kristi Birkeland

Main address

1500 Cornwall Ave., Suite 203

Bellingham, WA 98225 USA

Show more contact info

EIN

91-0570788

Subject area info

Education

Philanthropy and public policy

Nonprofits

Mental health care

Human services

Show more subject areas

Population served info

Children and youth

Adults

Families

Parents

Caregivers

Show more populations served

NTEE code info

Public, Society Benefit - Multipurpose and Other N.E.C. (W99)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

We focus on helping individuals and families who are struggling financially, with a specific focus on the ALICE population. ALICE stands for Asset Limited, Income Constrained, Employed and refers to hardworking people in our community who, despite having one or more jobs, still don't earn enough to make ends meet. Many people think the Federal Poverty Level is a measure of who’s getting by and who isn’t, but this number is outdated and incredibly low. The Federal Poverty Level for a family of four is $26,500 a year. The ALICE data shows us that a family of four in Whatcom County would need to earn approximately $70,000 annually to afford basic needs like food, housing, transportation, healthcare, technology, and child care in our community. By funding a wide range of programs working to provide access to basic needs, increase economic mobility, and break the cycle of poverty in our community, we are helping local individuals and families become financially stable.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Community Impact Fund

Our Community Impact Fund grants support more than 20 local non-profit programs working to provide basic needs, increase economic mobility, and break the cycle of poverty. By partnering with programs that assist families and individuals who struggle financially, we work to create a stronger, more resilient, and sustainable Whatcom County.

Population(s) Served

Dolly Parton’s Imagination Library is a low-barrier literacy program that helps jumpstart children’s future academic and personal success. Multiple studies have demonstrated the benefits of reading to children from a young age. These benefits include expanded vocabulary, higher emotional intelligence, increased kindergarten readiness, deeper bond with caregivers, and positive development of neural pathways.

Not only does this fantastic program provide early learning support to our community’s kids; it does so equitably. Even before COVID-19 changed the learning landscape and caused a significant drop in test scores, disparities in literacy existed between children based on income. Dolly Parton’s Imagination Library helps remove accessibility barriers for families who struggle financially, sending books directly to kids for FREE, allowing them to reap the benefits of reading and setting them up for long-term success.

Population(s) Served
Children and youth
Caregivers
Families
Parents

Where we work

Awards

Extraordinary Dedication and Commitment as an Early Learning Champion 2012

NW Early Learning & the Whatcom Early Learning Alliance

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of Whatcom County children age 0 - 5 who have received free books from Dolly Parton's Imagination Library. United Way of Whatcom County manages and funds this early literacy program locally.

This metric is no longer tracked.
Totals By Year
Related Program

Dolly Parton's Imagination Library

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

United Way became the local Imagination Library affiliate in March of 2022. Any child in Whatcom County age 0 - 5 is eligible to enroll and receive monthly books via mail at no cost to families.

Average grant amount

This metric is no longer tracked.
Totals By Year
Population(s) Served

Economically disadvantaged people, At-risk youth

Related Program

Community Impact Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

We evaluate community needs & raise funds to support a network of nonprofits focusing on financial stability in Whatcom County. Average grant size is $30K. (2021 avg. reflects additional Covid grants)

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Families, Parents, People with disabilities, Economically disadvantaged people, At-risk youth

Related Program

Community Impact Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

We support over 20 local nonprofits providing basic needs, increasing economic mobility & breaking the cycle of poverty in Whatcom County, in addition to funding and running the Imagination Library.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

We fight to ensure that all Whatcom County residents have the tools and opportunities they need to become financially independent. We support a wide variety of programs designed to provide access to basic needs, increase economic mobility, and break the cycle of poverty in our community.

Together, with a network of non-profits, local businesses, and community stakeholders, we work to enable financial stability for every person in Whatcom County.

We fund 25+ local non-profit programs working to tackle the issue of financial stability from a variety of angles:

BASIC NEEDS:
- food security
- stable, attainable, affordable housing
- healthcare access

ECONOMIC MOBILITY:
- financial literacy training
- vocational readiness training
-adult education programs

BREAKING THE CYCLE OF POVERTY:
- affordable childcare and early learning programs
- academic programs to increase student attendance and achievement
- parenting support
- addiction treatment and recovery
- abuse prevention

United Way is a global nonprofit with a powerful network. Each United Way plays an important role in building a stronger nation for us all.

United Way of Whatcom County is in a very strong and unique position to lead the charge in changing community conditions. We bridge the private sector, public sector, and non-profit sector to create positive change in our community. We currently have:
•5 permanent and highly dedicated staff members
• A volunteer Community Impact Panel to oversee our Community Impact Fund and ensure it is being invested in local programs that are providing basic needs, increasing economic mobility, and breaking the cycle of poverty in our community.
•25+ Non-Profit Partner Agencies
•85+ participating work-places in our annual campaign
•100+ volunteers who help run their work-place campaigns

We collaborate with local nonprofits and funders to support critical work and services in Whatcom County. We support local school districts and child care organizations to support early learning programs. We are a local program partner with Dolly Parton's Imagination Library, a global early learning initiative. Working closely with our local hospital and health department we have been part of community-wide assessments to dig deeper in to the issues affecting all of us in Whatcom County. We are also part of the greater network of the United Way system, working closely with our statewide United Way organization and attending webinars and conference sessions with a variety of individuals from United Way Worldwide. This network builds our skills, strengthens our knowledge and helps us build a stronger community.

Each year our support and collaborations directly affect 50,000+ people in our community.

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

15.59

Average of 11.27 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

8.7

Average of 12.6 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

32%

Average of 29% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

UNITED WAY OF WHATCOM COUNTY

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

UNITED WAY OF WHATCOM COUNTY

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

UNITED WAY OF WHATCOM COUNTY

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of UNITED WAY OF WHATCOM COUNTY’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation -$8,485 $54,640 -$34,268 -$121,305 $44,539
As % of expenses -0.5% 3.8% -2.5% -7.5% 2.9%
Unrestricted surplus (deficit) after depreciation -$29,138 $32,010 -$55,355 -$137,895 $27,218
As % of expenses -1.9% 2.2% -4.0% -8.5% 1.8%
Revenue composition info
Total revenue (unrestricted & restricted) $1,755,132 $1,707,127 $1,631,761 $1,562,755 $1,567,405
Total revenue, % change over prior year -1.3% -2.7% -4.4% -4.2% 0.3%
Program services revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 1.3% 1.9% 2.2% 1.5% 1.7%
Government grants 0.0% 0.0% 0.0% 5.0% 7.8%
All other grants and contributions 98.2% 98.1% 97.8% 93.5% 90.5%
Other revenue 0.5% 0.0% 0.0% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $1,546,108 $1,432,344 $1,375,193 $1,615,208 $1,527,872
Total expenses, % change over prior year -6.0% -7.4% -4.0% 17.5% -5.4%
Personnel 24.4% 29.6% 32.1% 36.4% 24.5%
Professional fees 1.2% 1.2% 1.1% 0.7% 1.4%
Occupancy 1.0% 1.1% 1.2% 0.2% 0.4%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 67.7% 59.5% 56.7% 55.2% 65.7%
All other expenses 5.7% 8.5% 8.8% 7.6% 8.1%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $1,566,761 $1,454,974 $1,396,280 $1,631,798 $1,545,193
One month of savings $128,842 $119,362 $114,599 $134,601 $127,323
Debt principal payment $0 $0 $0 $0 $78,933
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $1,695,603 $1,574,336 $1,510,879 $1,766,399 $1,751,449

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 11.4 11.1 11.7 10.6 8.7
Months of cash and investments 18.4 19.0 20.3 18.9 16.6
Months of estimated liquid unrestricted net assets 10.8 12.0 12.2 9.4 10.6
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $1,463,034 $1,321,139 $1,343,207 $1,429,798 $1,110,435
Investments $905,476 $952,036 $978,703 $1,113,026 $999,197
Receivables $550,699 $643,736 $502,844 $245,739 $477,874
Gross land, buildings, equipment (LBE) $181,497 $191,614 $195,006 $199,498 $183,653
Accumulated depreciation (as a % of LBE) 49.1% 58.3% 66.6% 73.4% 78.2%
Liabilities (as a % of assets) 6.0% 6.2% 8.1% 7.4% 5.1%
Unrestricted net assets $1,481,948 $1,513,958 $1,458,603 $1,320,708 $1,388,502
Temporarily restricted net assets $1,279,615 $1,223,519 N/A N/A N/A
Permanently restricted net assets $83,313 $83,313 N/A N/A N/A
Total restricted net assets $1,362,928 $1,306,832 $1,207,782 $1,323,198 $1,110,939
Total net assets $2,844,876 $2,820,790 $2,666,385 $2,643,906 $2,499,441

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

President/CEO

Kristi Birkeland

Partnering with local businesses, nonprofits, donors, and volunteers to build a stronger community. Encouraging corporate philanthropy as a way to make a difference while attracting and retaining engaged employees. Working with a network of nonprofits on collaborative solutions to critical issues facing our community. Funding vital programs that provide basic needs, increase financial stability, and help break the cycle of poverty in Whatcom County. Finding ways to remove barriers that keep people from reaching their full potential. Providing opportunities for volunteers and donors to Live United and be the change they want to see. Promoting financial stability for everyone in Whatcom County. Making a difference every day.

Number of employees

Source: IRS Form 990

UNITED WAY OF WHATCOM COUNTY

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

UNITED WAY OF WHATCOM COUNTY

Board of directors
as of 05/09/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Mr. Jeremy Jordan

Samson Rope Technologies

Term: 2018 - 2024

Tony Bon

Community Volunteer

Patricia Boteler

Samson Rope

Lindsey Cerise

BP Cherry Point

Leah Bosman

PeaceHealth

Jeremy Jordan

Samson Rope

Adrianne Czebator

Peoples Bank

Heather Dyer

Cigna

John Ayre

Bellingham Bells

Natalie Boatman

WECU

Jason Sears

Community Volunteer

Monica Moore

AT&T

LaVonne Olsen

Peoples Bank

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 10/27/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.