Civic Intelligence

UMC Charitable Foundation

990EZ • Fiscal year 2019 • EIN 20-1868301

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$25,212

Up $2,648 (+12%) from 2018

Net Assets

Up

$25,212

Up $2,648 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin18th percentile

Revenue

Down

$38,458

Down $1,224 (-3.1%) from 2018

Expenses

Down

$45,010

Down $16,004 (-26%) from 2018

Net Income

Up

-$6,552

Up $14,780 (+69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$25,212
Liabilities$0
Net Assets$25,212
Open 2019 Filing

Operations Trend

Revenue Growth43rd 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

2019

Revenue$38,458
Expenses$45,010
Net Income-$6,552
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.1
Gross Receipts
$55,365
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 9 EXEMPT ORGANIZATIONS IN 2019, IN SUPPORT OF CANCER RESEARCH, EDUCATION, CHILDHOOD ILLNESS, AND UNDERPRIVILEGED YOUTH.$44,600$44,600
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY BUSHPresident-$0--
KRICKET SOUTHWICKSecretary-$0--
ROGER SHIVELYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Umc Golf Tournament$47,300$15,080$1,827$13,253
Total Events$47,300$15,080$16,907$-1,827
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
2020-07-13
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: 12/19/19. Amount given: 30,000.”

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

“Description: bank fees. Amount: 410.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: accrual to cash adjustment. Amount: 9,200.”

Raw XML Appendix169 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/BOYAmt022564
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025212
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt040285
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6552
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022564
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025212
IRS990EZ/FundraisingGrossIncomeAmt015080
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044600
IRS990EZ/GrossReceiptsAmt055365
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022564
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025212
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022564
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025212
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
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/PersonNm1KRICKET SOUTHWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROGER SHIVELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt09200
IRS990EZ/OtherExpensesTotalAmt0410
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 9 EXEMPT ORGANIZATIONS IN 2019, IN SUPPORT OF CANCER RESEARCH, EDUCATION, CHILDHOOD ILLNESS, AND UNDERPRIVILEGED YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044600
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt016907
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1827
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045010
IRS990EZ/TotalProgramServiceExpensesAmt044600
IRS990EZ/TotalRevenueAmt038458
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UMCCF.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0127410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0317638
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046380
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43060
IRS990ScheduleA/PublicSupportPY170Pct00.51430
IRS990ScheduleA/PublicSupportTotal170Amt0136780
IRS990ScheduleA/SubstantialContributorsTotAmt0180858
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0127410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067420
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0317638
IRS990ScheduleA/TotalSupportAmt0317638
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/CharitableContributionsTotAmt032220
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032220
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016907
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0UMC GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01678
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01678
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015080
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1827
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01827
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01827
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013402
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013402
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: 12/19/19. AMOUNT GIVEN: 30,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 410.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCRUAL TO CASH ADJUSTMENT. AMOUNT: 9,200.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD BUSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02063679900
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
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/AtSubmissionFilingDeviceId0C6EDF24ACDF01F1BE2FDCB25E70854792FCE1D1F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.35.124.52
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm022:06:57
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/PreparationDt02020-07-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP KNUDSON
ReturnHeader/ReturnTs02020-07-20T11:33:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,212
Liabilities
$0
Net assets
$25,212
Revenue
$38,458
Expenses
$45,010
Net income
-$6,552
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
2019Detailed filing. Detailed filing data is available for this year.$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