Civic Intelligence

UMC Charitable Foundation

990EZ • Fiscal year 2020 • EIN 20-1868301

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 18, 2021

Organization ProfileWWW.UMCI.COM/UMCCF
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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-12%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.8%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-85%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$24,517

Down $695 (-2.8%) from 2019

Net Assets

Down

$24,517

Down $695 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Down

$5,694

Down $32,764 (-85%) from 2019

Expenses

Down

$6,389

Down $38,621 (-86%) from 2019

Net Income

Up

-$695

Up $5,857 (+89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$24,517
Liabilities$0
Net Assets$24,517
Open 2020 Filing

Operations Trend

Revenue Growth7th 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

2020

Revenue$5,694
Expenses$6,389
Net Income-$695
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 18, 2021
Return Version
2020v4.0
Gross Receipts
$5,694
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 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. Covid-19 disrupted regular programs in 2020.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION MADE GRANTS IN SUPPORT OF CANCER RESEARCH, EDUCATION, CHILDHOOD ILLNESS, AND UNDERPRIVILEGED YOUTH.$5,950$5,950
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY BUSHPresident-$0--
KRICKET SOUTHWICKSecretary-$0--
ROGER SHIVELYTreasurer-$0--
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
2021-03-18
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: american heart association. Grantee address: 7272 greenville avenue dallas, tx 75231-4596. Grantee relationship: none. Property description: cash. Date of gift: 06/15/20. Amount given: 5,260.”

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

“Activity classification: . Grantee name: bruin community parents. Grantee address: 801 e casino road everett, wa 98203. Grantee relationship: none. Property description: cash. Date of gift: 03/06/20. Amount given: 250.”

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

“Activity classification: . Grantee name: sunshine physically challenged foundation. Grantee address: 4230 hoyt # 16 everett, wa 98203. Grantee relationship: none. Property description: cash. Date of gift: 03/04/20. Amount given: 400. Total included on form 990-ez, line 10: 5,910.”

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

“Description: bank fees. Amount: 479.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 9,200.”

Raw XML Appendix148 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/BOYAmt025212
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05694
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-695
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025212
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024517
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05910
IRS990EZ/GrossReceiptsAmt05694
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025212
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024517
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025212
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024517
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/OtherAssetsTotalDetail/EOYAmt09200
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0479
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. COVID-19 DISRUPTED REGULAR PROGRAMS IN 2020.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION MADE GRANTS IN SUPPORT OF CANCER RESEARCH, EDUCATION, CHILDHOOD ILLNESS, AND UNDERPRIVILEGED YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05950
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06389
IRS990EZ/TotalProgramServiceExpensesAmt05950
IRS990EZ/TotalRevenueAmt05694
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UMCI.COM/UMCCF
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0127410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0255912
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046380
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41310
IRS990ScheduleA/PublicSupportPY170Pct00.43060
IRS990ScheduleA/PublicSupportTotal170Amt0105707
IRS990ScheduleA/SubstantialContributorsTotAmt0150205
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040285
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0127410
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0255912
IRS990ScheduleA/TotalSupportAmt0255912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: AMERICAN HEART ASSOCIATION. GRANTEE ADDRESS: 7272 GREENVILLE AVENUE DALLAS, TX 75231-4596. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/15/20. AMOUNT GIVEN: 5,260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: BRUIN COMMUNITY PARENTS. GRANTEE ADDRESS: 801 E CASINO ROAD EVERETT, WA 98203. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/06/20. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SUNSHINE PHYSICALLY CHALLENGED FOUNDATION. GRANTEE ADDRESS: 4230 HOYT # 16 EVERETT, WA 98203. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/04/20. AMOUNT GIVEN: 400. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BANK FEES. AMOUNT: 479.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR 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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD BUSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02063679900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-18
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/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/PreparationDt02021-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP KNUDSON
ReturnHeader/ReturnTs02021-04-09T10:19:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUSH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,517
Liabilities
$0
Net assets
$24,517
Revenue
$5,694
Expenses
$6,389
Net income
-$695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits