Civic Intelligence

UMC Charitable Foundation

990EZ • Fiscal year 2018 • EIN 20-1868301

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 05, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

9th percentile

-49%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.6%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$22,564

Down $21,332 (-49%) from 2017

Net Assets

Down

$22,564

Down $21,332 (-49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$39,682

Down $1,501 (-3.6%) from 2017

Expenses

Up

$61,014

Up $20,548 (+51%) from 2017

Net Income

Down

-$21,332

Down $22,049 (-3075%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$22,564
Liabilities$0
Net Assets$22,564

Operations Trend

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

2018

Revenue$39,682
Expenses$61,014
Net Income-$21,332
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 5, 2019
Return Version
2018v3.1
Gross Receipts
$56,775
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 TO 10 EXEMPT ORGANIZATIONS IN 2018, IN SUPPORT OF CANCER RESEARCH, EDUCATION, CHILDHOOD ILLNESS, AND UNDERPRIVILEGED YOUTH.$61,014$61,014
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY BUSHPresident-$0--
MARJ SCHMIDTSecretary (Until 12/18)-$0--
ROGER SHIVELYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Umc Golf Tournament$50,316$16,085$1,009$15,076
Total Events$50,316$16,085$17,093$-1,008
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
2019-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
2707 COLBY AVENUE SUITE 801, EVERETT, WA 98201
Preparer
Phillip Knudson
Phone
4252597227
Supplemental Narrative

Additional Explanations

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

Activity classification: . Grantee name: fred hutchinson cancer research center. Grantee address: 1100 fairview ave. N. Seattle, wa 98109. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 25,000.

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: 09/07/18. Amount given: 10,000.

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

Activity classification: . Grantee name: american heart association. Grantee address: 7272 greenville avenue dallas, tx 75231. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 12,270. Total included on form 990-ez, line 10: 47,270.

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/BOYAmt043896
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022564
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-21332
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt061014
IRS990EZ/GrossReceiptsAmt056775
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043896
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022564
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043896
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022564
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
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/PersonNm1MARJ SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROGER SHIVELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY (UNTIL 12/18)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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 TO 10 EXEMPT ORGANIZATIONS IN 2018, IN SUPPORT OF CANCER RESEARCH, EDUCATION, CHILDHOOD ILLNESS, AND UNDERPRIVILEGED YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061014
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061014
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017093
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1008
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt061014
IRS990EZ/TotalProgramServiceExpensesAmt061014
IRS990EZ/TotalRevenueAmt039682
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UMCCF.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0127410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0310388
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51430
IRS990ScheduleA/PublicSupportPY170Pct00.52800
IRS990ScheduleA/PublicSupportTotal170Amt0159632
IRS990ScheduleA/SubstantialContributorsTotAmt0150756
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0127410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033035
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310388
IRS990ScheduleA/TotalSupportAmt0310388
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/CharitableContributionsTotAmt034231
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt034231
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017093
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0UMC GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01606
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016085
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1008
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01009
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01009
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014478
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: FRED HUTCHINSON CANCER RESEARCH CENTER. GRANTEE ADDRESS: 1100 FAIRVIEW AVE. N. SEATTLE, WA 98109. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 25,000.
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: 09/07/18. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: AMERICAN HEART ASSOCIATION. GRANTEE ADDRESS: 7272 GREENVILLE AVENUE DALLAS, TX 75231. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 12,270. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 47,270.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD BUSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02063679900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-05
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/AtSubmissionFilingDeviceId0859CD72758EAD7C229CAE5E56510944B0E3A684D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.129.7.100
ReturnHeader/FilingSecurityInformation/IPDt02019-08-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:07:24
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/PreparationDt02019-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP KNUDSON
ReturnHeader/ReturnTs02019-10-22T11:13:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings