Skip to content
Nonprofiteer
← UNITED WAY OF WHATCOM COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF WHATCOM COUNTY.

Totals

Total revenue
$1,303,377
Total expenses
$1,370,242
Contributions and grants received
$1,248,149
Grants paid
$722,341
Program service revenue
$0
Investment income
$55,228
Other revenue
$0
Total assets, end of year
$2,562,738
Total liabilities, end of year
$54,093
Net assets or fund balances, end of year
$2,508,645
Program services expenses (Part IX)
$992,683
Management and general expenses
$135,116
Fundraising expenses
$242,443
Program service expenses (Part III)
$992,683

Program services were 72.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $12,127

  • 1e · Government grants (contributions)

    $32,132

  • 1f · All other contributions, gifts and grants

    $1,203,890

  • 1g · Noncash contributions included above

    $73,353

  • 3 · Investment income

    total $43,092 · excluded $43,092

  • 7a · Gross sales of assets other than inventory

    securities $74,820

  • 7b · Less cost or other basis and sales expenses

    securities $62,684

  • 7c · Gain or loss

    securities $12,136

  • 7d · Net gain or loss

    total $12,136 · excluded $12,136

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $722,341 · program services $722,341

  • 5 · Compensation of officers, directors and key employees

    total $110,498 · program services $87,403 · management and general $9,406 · fundraising $13,689

  • 7 · Other salaries and wages

    total $223,904 · program services $45,806 · management and general $47,826 · fundraising $130,272

  • 8 · Pension plan contributions

    total $18,575 · program services $7,399 · management and general $3,179 · fundraising $7,997

  • 9 · Other employee benefits

    total $28,064 · program services $11,179 · management and general $4,803 · fundraising $12,082

  • 10 · Payroll taxes

    total $34,811 · program services $13,867 · management and general $5,958 · fundraising $14,986

  • 11b · Fees: legal

    total $9 · management and general $9

  • 11c · Fees: accounting

    total $87,378 · program services $34,077 · management and general $28,835 · fundraising $24,466

  • 11f · Fees: investment management

    total $6,042 · management and general $6,042

  • 11g · Fees: other

    total $1,779 · program services $694 · management and general $587 · fundraising $498

  • 12 · Advertising and promotion

    total $9,518 · program services $3,712 · management and general $3,141 · fundraising $2,665

  • 14 · Information technology

    total $3,512 · program services $1,370 · management and general $1,159 · fundraising $983

  • 16 · Occupancy

    total $47,428 · program services $22,710 · management and general $8,414 · fundraising $16,304

  • 17 · Travel

    total $5,196 · program services $2,026 · management and general $1,715 · fundraising $1,455

  • 21 · Payments to affiliates

    total $16,354 · program services $16,354

  • 22 · Depreciation, depletion and amortization

    total $18,512 · program services $7,220 · management and general $6,109 · fundraising $5,183

  • 23 · Insurance

    total $7,294 · program services $2,845 · management and general $2,407 · fundraising $2,042

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $24,627 · program services $11,964 · management and general $4,074 · fundraising $8,589

  • 24b · Other expenses: STAFF AND VOLUNTEER DEV

    total $4,400 · program services $1,716 · management and general $1,452 · fundraising $1,232

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,052,978 · end of year $401,764

  • 2 · Savings and temporary cash investments

    end of year $512,014

  • 3 · Pledges and grants receivable

    beginning of year $431,595 · end of year $452,431

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,948 · end of year $9,089

  • 10a · Land, buildings and equipment: cost or other basis

    $197,569

  • 10b · Land, buildings and equipment: accumulated depreciation

    $180,925

  • 10c · Land, buildings and equipment, net

    beginning of year $29,044 · end of year $16,644

  • 11 · Investments: publicly traded securities

    beginning of year $1,063,209 · end of year $1,165,494

  • 15 · Other assets

    beginning of year $17,618 · end of year $5,302

  • 17 · Accounts payable and accrued expenses

    beginning of year $58,590 · end of year $48,791

  • 25 · Other liabilities

    beginning of year $5,302 · end of year $5,302

  • 27 · Net assets without donor restrictions

    beginning of year $2,461,187 · end of year $2,394,509

  • 28 · Net assets with donor restrictions

    beginning of year $83,313 · end of year $114,136

Mission and programs · 2023

Mission

UNITED WAY OF WHATCOM COUNTY'S MISSION IS TO UNITE WITH A NETWORK OF LOCAL BUSINESSES, NONPROFITS, AND COMMUNITY STAKEHOLDERS TO ENABLE FINANCIAL STABILITY FOR EVERY PERSON IN WHATCOM COUNTY. OUR FOCUS IS ON INDIVIDUALS AND FAMILIES FACING FINANCIAL HARDSHIP.

Activities or mission (Part I)

TO ENABLE FINANCIAL STABILITY FOR EVERY PERSON IN WHATCOM COUNTY.

  • THE AGENCY'S COMMUNITY IMPACT FUND GRANT AWARDS PROVIDE SUPPORT TO A COMPREHENSIVE NETWORK OF LOCAL NONPROFITS REACHING MORE THAN 50,000 RESIDENTS EACH YEAR, PROVIDING ACCESS TO BASIC NEEDS LIKE FOOD, HOUSING, AND MENTAL HEALTH SERVICES, INCREASING ECONOMIC MOBILITY THROUGH EDUCATION, JOB SKILLS, AND TRAINING, AND BREAKING THE CYCLE OF POVERTY BY REMOVING BARRIERS LIKE VIOLENCE, ABUSE, AND ADDICTION AND PROVIDING A VARIETY OF SUPPORTS AND SERVICES TO HELP FAMILIES SUCCEED FROM GENERATION TO GENERATION. UNITED WAY OF WHATCOM COUNTY'S GOAL IS TO CREATE A COMMUNITY WHERE EVERYONE HAS THE TOOLS AND OPPORTUNITIES THEY NEED TO ACHIEVE FINANCIAL INDEPENDENCE AND STABILITY.

    Expenses $721,212 · Grants $630,125

  • DOLLY PARTON'S IMAGINATION LIBRARY (DPIL). THIS PROGRAM PROVIDES ONE AGE APPROPRIATE BOOK BY MAIL EACH MONTH FOR ENROLLED WHATCOM COUNTY CHILDREN AGE BIRTH TO FIVE AT NO COST TO FAMILIES. BOOKS ARE SELECTED BY A NATIONAL COMMITTEE OF EARLY CHILDHOOD LITERACY EXPERTS WITH THE INTENT TO DELIVER A VARIETY OF INCLUSIVE AND DIVERSE TITLES THAT COVER FEEL GOOD TOPICS. DATA SHOWS CHILDREN THROUGHOUT WHATCOM COUNTY HAVE ENROLLED, INCLUDING RURAL AND UNDERSERVED AREAS OF THE COMMUNITY. THE DATA CONFIRMS THE ORGANIZATION IS WORKING IN THE RIGHT WAY TO PARTNER WITH TRUSTED ENTITIES TO EXPAND THE REACH OF THIS PROGRAM.

    Expenses $141,583 · Grants $50,496

  • UNITED WAY OF WHATCOM COUNTY PROVIDES ADDITIONAL GRANTS FOR PROJECTS AND PROGRAMS THAT ALIGN WITH OUR MISSION AND COMMUNITY GOALS. EXAMPLES INCLUDE: EMERGENCY RELIEF FUNDING, COMMUNITY INITIATIVES, AND EMERGING PROGRAMS THAT ADDRESS SPECIFIC ISSUES IN OUR COMMUNITY. SOME EXAMPLES INCLUDE PANDEMIC AND FLOOD RELIEF GRANTS, SUPPORT FOR ALICE AND OTHER CRITICAL RESEARCH, CHILDCARE INITIATIVES, AND EARLY LEARNING PROGRAMS.

    Expenses $129,888 · Grants $41,720

As filed on the 2023 return.

Listed in Part VII

  • Jeremy Jordan

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Lindsey Cerise 7123-43024

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.25

  • Jason Sears

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • John Ayre

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Natalie Boatman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patricia Boteler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lavonne Olsen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Adrianne Czebator

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Heather Dyer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Lindsey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Doug Montgomery

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lean Bosman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Tony Bon 7123-43024

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Monica Moore 7123-12524

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kristi Birkeland

    PRESIDENT/CEO

    Total calculated
    $114,490
    From this org
    $98,096
    From related orgs
    $0
    Other
    $16,394
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2025
IRS schema version
2023v6.0
Source object
202541209349301239

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.