Civic Intelligence

UMC Charitable Foundation

990EZ • Fiscal year 2016 • EIN 20-1868301

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 31, 2017

Organization Profilewww.umccf.org
PO Box 67Mukilteo, WA 98275-0067

(206) 367-9900

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

86th percentile

32%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$43,179

Up $2,716 (+6.7%) from 2014

Net Assets

Up

$43,179

Up $2,716 (+6.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin86th percentile

Revenue

Up

$113,247

Up $80,212 (+243%) from 2014

Expenses

Up

$76,470

Up $58,159 (+318%) from 2014

Net Income

Up

$36,777

Up $22,053 (+150%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$43,179
Liabilities$0
Net Assets$43,179
Open 2016 Filing

Operations Trend

Revenue Growth91st 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

2016

Revenue$113,247
Expenses$76,470
Net Income$36,777
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 31, 2017
Return Version
2016v3.0
Gross Receipts
$127,410
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.

Program Services

DescriptionGrantsExpenses
The foundation made grants and contributions to 18 exempt organizations.$76,395$76,395
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry BushPresident-$0--
Olwyn LintecumVP/Treasurer-$0--
Marj SchmidtSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
UMC Golf Tournament$28,468-$499-
Total Events$28,468-$14,163$-14,163
Filing and Contact Details

Filer

Filer Name
UMC Charitable Foundation
EIN
20-1868301
Phone
2063679900
Address
PO Box 67, Mukilteo, WA 98275-0067

Signing Officer

Name
Gerald Bush
Title
President
Phone
2063679900
Signed
2017-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams LLP
Address
2707 Colby Avenue Suite 801, Everett, WA 98201
Preparer
Kurt Lippmann
Phone
4252597227
Supplemental Narrative

Additional Explanations

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

“Activity Classification: . Grantee Name: Fred Hutch Cancer Research Center. Grantee Address: 1100 Fairview Ave. N. Seattle, WA 98109. Grantee Relationship: None. Property Description: Cash. Date of Gift: 11/01/16. Amount Given: 51,250.”

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

“Activity Classification: . Grantee Name: WWU Foundation (Institute for Energy Studies). Grantee Address: 516 High Street Bellingham, WA 98225. Grantee Relationship: none. Property Description: cash. Date of Gift: 06/09/16. Amount Given: 10,000. Total included on Form 990-EZ, line 10: 61,250.”

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

“Description: Bank Fees. Amount: 35. Description: WA STATE LICENSE RENEWAL. Amount: 40. Total to Form 990-EZ, line 16: 75.”

Raw XML Appendix166 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/PersonNm0Rich Munoz
IRS990EZ/BooksInCareOfDetail/PhoneNum02063679900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 67
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mukilteo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0982750067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043179
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0127410
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt036777
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06402
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043179
IRS990EZ/GrantsAndSimilarAmountsPaidAmt076395
IRS990EZ/GrossReceiptsAmt0127410
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06402
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043179
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06402
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043179
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/PersonNm1Olwyn Lintecum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marj Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The foundation made grants and contributions to 18 exempt organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt076395
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076395
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt014163
IRS990EZ/SpecialEventsNetIncomeLossAmt0-14163
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt076470
IRS990EZ/TotalProgramServiceExpensesAmt076395
IRS990EZ/TotalRevenueAmt0113247
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.umccf.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0127410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037634
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0310773
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52590
IRS990ScheduleA/PublicSupportPY170Pct00.64020
IRS990ScheduleA/PublicSupportTotal170Amt0163430
IRS990ScheduleA/SubstantialContributorsTotAmt0147343
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0127410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033035
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037634
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310773
IRS990ScheduleA/TotalSupportAmt0310773
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt028468
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028468
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014163
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0UMC Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028468
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028468
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14163
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0499
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013164
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: . Grantee Name: Fred Hutch Cancer Research Center. Grantee Address: 1100 Fairview Ave. N. Seattle, WA 98109. Grantee Relationship: None. Property Description: Cash. Date of Gift: 11/01/16. Amount Given: 51,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: . Grantee Name: WWU Foundation (Institute for Energy Studies). Grantee Address: 516 High Street Bellingham, WA 98225. Grantee Relationship: none. Property Description: cash. Date of Gift: 06/09/16. Amount Given: 10,000. Total included on Form 990-EZ, line 10: 61,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Bank Fees. Amount: 35. Description: WA STATE LICENSE RENEWAL. Amount: 40. Total to Form 990-EZ, line 16: 75.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerald Bush
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02063679900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UMC Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0UMCC
ReturnHeader/Filer/EIN0201868301
ReturnHeader/Filer/PhoneNum02063679900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 67
ReturnHeader/Filer/USAddress/CityNm0Mukilteo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0982750067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07ABEDE2D465AB02E671AD8304780CB1E1B9D70B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.129.7.100
ReturnHeader/FilingSecurityInformation/IPDt02017-03-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:01:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02707 Colby Avenue Suite 801
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Everett
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098201
ReturnHeader/PreparerPersonGrp/PhoneNum04252597227
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Lippmann
ReturnHeader/ReturnTs02017-05-08T14:11:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,179
Liabilities
$0
Net assets
$43,179
Revenue
$113,247
Expenses
$76,470
Net income
$36,777
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
2016Detailed filing. Detailed filing data is available for this year.$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