Civic Intelligence

UMC Charitable Foundation

990EZ • Fiscal year 2014 • EIN 20-1868301

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 02, 2015

Organization ProfileWWW.UMCCF.ORG
PO Box 67Mukilteo, WA 98275-0067

(206) 364-9900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

91st percentile

45%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$40,463

Up $14,724 (+57%) from 2013

Net Assets

Up

$40,463

Up $14,724 (+57%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin91st percentile

Revenue

Down

$33,035

Down $8,414 (-20%) from 2013

Expenses

Up

$18,311

Up $350 (+1.9%) from 2013

Net Income

Down

$14,724

Down $8,764 (-37%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $20,172Liabilities 2011: $02011Assets 2012: $2,251Liabilities 2012: $02012Assets 2013: $25,739Liabilities 2013: $0Net Assets 2013: $25,7392013Assets 2014: $40,463Liabilities 2014: $0Net Assets 2014: $40,4632014Assets 2016: $43,179Liabilities 2016: $0Net Assets 2016: $43,1792016Assets 2017: $43,896Liabilities 2017: $0Net Assets 2017: $43,8962017Assets 2018: $22,564Liabilities 2018: $0Net Assets 2018: $22,5642018Assets 2019: $25,212Liabilities 2019: $0Net Assets 2019: $25,2122019Assets 2020: $24,517Liabilities 2020: $0Net Assets 2020: $24,5172020

Highlighted filing

2014

Assets$40,463
Liabilities$0
Net Assets$40,463
Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $45,090Expenses 2011: $48,472Net Income 2011: -$3,3822011Revenue 2012: $37,634Expenses 2012: $55,555Net Income 2012: -$17,9212012Revenue 2013: $41,449Expenses 2013: $17,961Net Income 2013: $23,4882013Revenue 2014: $33,035Expenses 2014: $18,311Net Income 2014: $14,7242014Revenue 2016: $113,247Expenses 2016: $76,470Net Income 2016: $36,7772016Revenue 2017: $41,183Expenses 2017: $40,466Net Income 2017: $7172017Revenue 2018: $39,682Expenses 2018: $61,014Net Income 2018: -$21,3322018Revenue 2019: $38,458Expenses 2019: $45,010Net Income 2019: -$6,5522019Revenue 2020: $5,694Expenses 2020: $6,389Net Income 2020: -$6952020

Highlighted filing

2014

Revenue$33,035
Expenses$18,311
Net Income$14,724
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 2, 2015
Return Version
2014v5.0
Gross Receipts
$41,465
Mission and Program Overview

Mission

The umccf supports a variety of causes. In particular those that focus on childhood illness, disease and underprivileged youth, as well as a host of others that are near and dear to the hearts of umc employees and clients. It also strives to increase charitable contributions by supporting fundraisers and augmenting philanthropic awareness among employees and business associates.

The foundation supports a variety of causes, in particular those programs that focus on childhood illness, disease and underprivileged youths as well as those charities that are important to umc employees and clients.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION MADE GRANTS AND CONTRIBUTIONS TO 14 EXEMPT ORGANIZATIONS.$18,225$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY BUSHPresident-$0--
DOUG SMITHTreasurer-$0--
MARJ SCHMIDTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Umc Charitable Foundation
EIN
20-1868301
Phone
2063649900
Address
PO BOX 67, MUKILTEO, WA 98275-0067

Signing Officer

Name
Doug Smith
Title
Treasurer
Phone
2063649900
Signed
2015-09-02
Discuss with paid preparer
Yes

Preparer

Firm
Smith Bunday Berman Britton Ps
Address
11808 NORTHUP WAY SUITE 240, BELLEVUE, WA 98005-1959
Preparer
Rob E Klee
Phone
4258278255
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: human services support. Grantee name: american heart association. Grantee address: 7272 greenville ave dallas, tx 75231. Grantee relationship: none. Property description: cash. Amount given: 5,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: various charitable. Grantee name: all other. Grantee relationship: none. Property description: cash. Amount given: 13,225. Total included on form 990-ez, line 10: 18,225.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank and licensing fees. Amount: 86.”

Raw XML Appendix139 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DOUGLAS L SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum02063679900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 67
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MUKILTEO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0982750067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025739
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040463
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt038190
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt014724
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025739
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040463
IRS990EZ/FundraisingGrossIncomeAmt03275
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018225
IRS990EZ/GrossReceiptsAmt041465
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025739
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040463
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025739
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040463
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRY BUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARJ SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt086
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION SUPPORTS A VARIETY OF CAUSES, IN PARTICULAR THOSE PROGRAMS THAT FOCUS ON CHILDHOOD ILLNESS, DISEASE AND UNDERPRIVILEGED YOUTHS AS WELL AS THOSE CHARITIES THAT ARE IMPORTANT TO UMC EMPLOYEES AND CLIENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION MADE GRANTS AND CONTRIBUTIONS TO 14 EXEMPT ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08430
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5155
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018311
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt033035
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UMCCF.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt051081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0212114
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65400
IRS990ScheduleA/PublicSupportPY170Pct00.55080
IRS990ScheduleA/PublicSupportTotal170Amt0138729
IRS990ScheduleA/SubstantialContributorsTotAmt073385
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037634
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051081
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0212114
IRS990ScheduleA/TotalSupportAmt0212114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: HUMAN SERVICES SUPPORT. GRANTEE NAME: AMERICAN HEART ASSOCIATION. GRANTEE ADDRESS: 7272 GREENVILLE AVE DALLAS, TX 75231. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: VARIOUS CHARITABLE. GRANTEE NAME: ALL OTHER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 13,225. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK AND LICENSING FEES. AMOUNT: 86.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02063649900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UMC CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UMCC
ReturnHeader/Filer/EIN0201868301
ReturnHeader/Filer/PhoneNum02063649900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 67
ReturnHeader/Filer/USAddress/CityNm0MUKILTEO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0982750067
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911275259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH BUNDAY BERMAN BRITTON PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011808 NORTHUP WAY SUITE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980051959
ReturnHeader/PreparerPersonGrp/PhoneNum04258278255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROB E KLEE
ReturnHeader/ReturnTs02015-09-03T12:11:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,463
Liabilities
$0
Net assets
$40,463
Revenue
$33,035
Expenses
$18,311
Net income
$14,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.06$0.06$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.38$0.45$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.40$0.61$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.41$0.40$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$1.13$0.76$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.33$0.18$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.41$0.18$0.23
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.38$0.56$0.18
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$0.45$0.48$0.03