Civic Intelligence

United Way of Lewis County

EIN 91-0715071 • 501(c)3 • Chehalis, WA

Profile

The mission of united way of lewis county (uwlc) is connecting people and resources to improve the quality of life in lewis county. Uwlc has evolved from its roots as a fundraising organization to a critical community impact organization mobilizing local partners - including businesses, community leaders and community residents - to break the cycle of poverty and expand opportunities for people to become successful and self-sufficient. We unite community resources to invest in solutions that lift families out of poverty in our community. Our board, staff, donors, volunteers, and community partners are committed to creating equitable lasting, sustainable changes that transform lives and build a thriving community for us all.

450 NW Pacific AveChehalis, WA 98532

www.lewiscountyuw.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.65x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.48x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

42nd percentile

1.3%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

29th percentile

$71,977

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

95th percentile

83%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1090%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$2,167,276

Up $24,600 (+1.1%) from 2023

Liabilities

Down

$871,252

Down $2,369 (-0.3%) from 2023

Net Assets

Up

$1,296,024

Up $26,969 (+2.1%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin42nd percentile

Revenue

Up

$451,889

Up $49,402 (+12%) from 2023

Expenses

Down

$430,697

Down $71,117 (-14%) from 2023

Net Income

Up

$21,192

Up $120,519 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $1,397,454Liabilities 2012: $128,491Net Assets 2012: $1,268,9632012Assets 2013: $1,406,835Liabilities 2013: $146,636Net Assets 2013: $1,260,1992013Assets 2014: $1,369,030Liabilities 2014: $100,895Net Assets 2014: $1,268,1352014Assets 2015: $1,393,893Liabilities 2015: $80,930Net Assets 2015: $1,312,9632015Assets 2016: $1,197,076Liabilities 2016: $75,764Net Assets 2016: $1,121,3122016Assets 2017: $1,042,630Liabilities 2017: $88,940Net Assets 2017: $953,6902017Assets 2018: $1,050,010Liabilities 2018: $77,593Net Assets 2018: $972,4172018Assets 2019: $1,080,929Liabilities 2019: $86,156Net Assets 2019: $994,7732019Assets 2020: $1,276,045Liabilities 2020: $72,353Net Assets 2020: $1,203,6922020Assets 2021: $1,379,577Liabilities 2021: $88,521Net Assets 2021: $1,291,0562021Assets 2022: $2,224,928Liabilities 2022: $856,546Net Assets 2022: $1,368,3822022Assets 2023: $2,142,676Liabilities 2023: $873,621Net Assets 2023: $1,269,0552023Assets 2024: $2,167,276Liabilities 2024: $871,252Net Assets 2024: $1,296,0242024

Highlighted filing

2024

Assets$2,167,276
Liabilities$871,252
Net Assets$1,296,024
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $650,677Expenses 2012: $715,086Net Income 2012: -$64,4092012Revenue 2013: $683,926Expenses 2013: $697,690Net Income 2013: -$13,7642013Revenue 2014: $564,753Expenses 2014: $556,817Net Income 2014: $7,9362014Revenue 2015: $599,261Expenses 2015: $554,433Net Income 2015: $44,8282015Revenue 2016: $465,208Expenses 2016: $614,256Net Income 2016: -$149,0482016Revenue 2017: $428,248Expenses 2017: $595,870Net Income 2017: -$167,6222017Revenue 2018: $511,609Expenses 2018: $492,882Net Income 2018: $18,7272018Revenue 2019: $451,676Expenses 2019: $429,320Net Income 2019: $22,3562019Revenue 2020: $820,386Expenses 2020: $611,467Net Income 2020: $208,9192020Revenue 2021: $786,202Expenses 2021: $698,838Net Income 2021: $87,3642021Revenue 2022: $567,094Expenses 2022: $489,768Net Income 2022: $77,3262022Revenue 2023: $402,487Expenses 2023: $501,814Net Income 2023: -$99,3272023Revenue 2024: $451,889Expenses 2024: $430,697Net Income 2024: $21,1922024

Highlighted filing

2024

Revenue$451,889
Expenses$430,697
Net Income$21,192
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,167,276
Liabilities
$871,252
Net assets
$1,296,024
Revenue
$451,889
Expenses
$430,697
Net income
$21,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.87$1.30$0.45$0.43$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.87$1.27$0.40$0.50$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.86$1.37$0.57$0.49$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.09$1.29$0.79$0.70$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.07$1.20$0.82$0.61$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.09$0.99$0.45$0.43$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.08$0.97$0.51$0.49$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.09$0.95$0.43$0.60$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.08$1.12$0.47$0.61$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.08$1.31$0.60$0.55$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.10$1.27$0.56$0.56$0.01
2013Summary only. Only limited summary data is available for this year.$1.41$0.15$1.26$0.68$0.70$0.01
2012Summary only. Only limited summary data is available for this year.$1.40$0.13$1.27$0.65$0.72$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 2, 2025
Return Version
2023v6.0
Gross Receipts
$570,581
Mission and Program Overview

Mission

The mission of united way of lewis county (uwlc) is connecting people and resources to improve the quality of life in lewis county. Uwlc has evolved from its roots as a fundraising organization to a critical community impact organization mobilizing local partners - including businesses, community leaders and community residents - to break the cycle of poverty and expand opportunities for people to become successful and self-sufficient. We unite community resources to invest in solutions that lift families out of poverty in our community. Our board, staff, donors, volunteers, and community partners are committed to creating equitable lasting, sustainable changes that transform lives and build a thriving community for us all.

The mission of united way of lewis county is connecting people and resources to improve the quality of life in lewis county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$1,935,594-
Savings and Temporary Cash Investments$1,855,393$100,148▼ $1,755,245
Cash and Non-Interest-Bearing Accounts$253,031$74,496▼ $178,535
Pledges and Grants Receivable$31,627$55,957▲ $24,330
Prepaid Expenses and Deferred Charges$465$721▲ $256
Land, Buildings, and Equipment, Net$2,160$360▼ $1,800
Total Assets$2,142,676$2,167,276▲ $24,600
Liabilities
Accounts Payable and Accrued Expenses$24,145$758,269▲ $734,124
Other Liabilities$818,755$86,038▼ $732,717
Deferred Revenue$30,721$26,945▼ $3,776
Total Liabilities$873,621$871,252▼ $2,369
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,134,286$1,257,133▲ $122,847
Net Assets With Donor Restrictions$134,769$38,891▼ $95,878
Total Net Assets Fund Balance$1,269,055$1,296,024▲ $26,969
Total Liabilities and Net Assets / Fund Balance$2,142,676$2,167,276▲ $24,600

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$360$48,521$48,881
Leasehold Improvements$0$5,773$5,773
Other Securities$1,105,121--
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christian BruhnPast Executive DirectorFT$64,300$3,187$67,487

Board Members and Trustees

NameTitle
Lynn BraunPast President
Shannon GlennPresident
Angie BrownVice President
Angela DicksonBoard Member
Bobbi BarnesBoard Member
Dianne DoreyBoard Member
Jonathan McmillanBoard Member
Kathryn DemarayBoard Member
Maria AyersBoard Member
Sue MullerBoard Member
Annie OienExecutive Director
Court StanleyOfficer at Large
Derek BurgerOfficer at Large
Amy HowlettSecretary
Gretchen MooreTreasurer
Heather PinkertonVice Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$333,630
Program Service Revenue
$0
Investment Income
$39,604
Other Revenue
$78,655
All Other Contributions
$285,180
Change in Net Assets
$21,192

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table50$37,418Fair Market Value
Other Non Cash Contri Table4$21,094Fair Market Value
Other Non Cash Contri Table207$4,140Fair Market Value
Total Noncash Contributions261$62,652-

Audited Revenue Reconciliation

Revenue per Audited Statements
$451,889
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$451,889
Total Revenue per Form 990
$451,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$244,341
Other Expenses$105,979
Grants and Similar Amounts Paid$80,377
Total Fundraising Expense$42,710
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,466$28,705$22,472$151,643
Grants to Domestic Orgs$80,377--$80,377
Current Officers, Directors, Trustees, and Key Employees$26,429$27,030$6,607$60,066
Fees for Services Accounting$2,068$29,814-$31,882
Payroll Taxes$11,818$5,068$2,704$19,590
Occupancy$10,847$4,652$2,482$17,981
Fees for Services Other$400$17,017$54$17,471
Conferences and Meetings$4,734$4,734$2,366$11,834
Pension Plan Contributions$4,543$1,638$1,028$7,209
Payments to Affiliates$7,200--$7,200
Other Employee Benefits$4,151$769$913$5,833
Office Expenses$2,117$3,273$187$5,577
Advertising$1,145-$2,323$3,468
Insurance-$3,192-$3,192
Other Expenses$1,106$474$253$1,833
Depreciation Depletion$1,086$466$248$1,800
All Other Expenses$309$123$-118,507$-118,075
Total Functional Expenses$259,684$128,303$42,710$430,697

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$430,697
Total Expenses per Audited Statements$430,697
Total Expenses per Form 990$430,697
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Collegiate Housing International CentraliaCentralia, WA-Housing for College Students$0
Dollywood FoundationPiegeon Forge, TN501(c)(3)For Reading Program.$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$195,944
Fundraising Direct Expenses$118,692
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$101,199$88,149$19,851$68,298
Power of the Purse$66,745$56,745$5,814$50,931
Total Events$244,394$195,944$118,692$77,252
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fiscal Agent$78,547
Donor Designated$7,491
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 tax return was presented to the board for approval before filing. The tax return was explained to the board and any questions were answered.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest issues are monitored year round. Necessary action is taken if an issue arises. All questions are taken to the executive director for clarification who in turn will seek the board's guidance if necessary.”

Form 990, Part VI, Section B, Line 15

“The board conducts an annual evaluation of the executive director. At that time, compensation is discussed and current market wages are used to base the salary. The board also reviews the compensation adjustments to all employees and approves them before any changes are made.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request and on organizations website.”

Filing and Contact Details

Filer

Filer Name
United Way of Lewis County
EIN
91-0715071
Phone
3607488100
Address
450 NW PACIFIC AVE, CHEHALIS, WA 98532

Signing Officer

Name
Gretchen Moore
Title
Board Treasurer
Phone
3607488100
Signed
2025-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gretchen Moore
Formed
1963
Legal Domicile
Wa
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
15

Preparer

Firm
Aiken & Sanders Inc Ps
Address
324 S MAIN ST UNIT A, MONTESANO, WA 98563-4502
Preparer
Nikole Wells CPA
Phone
3605333370
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The process has not changed since prior year.”

Financial Statement Notes

PART X, LINE 2:

“United way files income tax returns in the u.s. Federal jurisdiction. United way is no longer subject to u.s. Federal income tax examinations by tax authorities for years before june 30, 2021. Currently, there is no examination or pending examination with the internal revenue service (irs).”

Raw XML AppendixShowing 400 of 605 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.

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IRS990/Desc0UNITED WAY, LOCALLY AND WORLDWIDE, BRINGS PEOPLE, ORGANIZATIONS, AND COMMUNITIES TOGETHER AROUND A COMMON CAUSE, A COMMON VISION, AND A COMMON PATH FORWARD. IN MANY COMMUNITIES, UNITED WAY IS THE ONLY NONPROFIT BUILDING UP THE FOUNDATIONS OF EDUCATION, FINANCIAL STABILITY AND HEALTH-AND THE ONLY NONPROFIT BRINGING PEOPLE TOGETHER FROM ALL WALKS OF LIFE TO BE A PART OF LOCAL SOLUTIONS. THE MISSION OF UNITED WAY OF LEWIS COUNTY IS CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN LEWIS COUNTY. FOR OVER 56 YEARS, UNITED WAY OF LEWIS COUNTY HAS SUPPORTED LOCAL PROGRAMS THAT HAVE ADDRESSED A VARIETY OF WORTHWHILE NEEDS IN THE COMMUNITY. FROM HUNGER TO HOMELESS, WE HAVE PROVIDED A HAND UP TO INDIVIDUALS AND FAMILIES FACING HARDSHIP.
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IRS990/Form990PartVIISectionAGrp/PersonNm8COURT STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9SHANNON GLENN
IRS990/Form990PartVIISectionAGrp/PersonNm10JONATHAN MCMILLAN
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IRS990/Form990PartVIISectionAGrp/PersonNm13ANGELA DICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm14MARIA AYERS
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTIAN BRUHN
IRS990/Form990PartVIISectionAGrp/PersonNm16ANNIE OIEN
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IRS990/MissionDesc0THE MISSION OF UNITED WAY OF LEWIS COUNTY (UWLC) IS CONNECTING PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN LEWIS COUNTY. UWLC HAS EVOLVED FROM ITS ROOTS AS A FUNDRAISING ORGANIZATION TO A CRITICAL COMMUNITY IMPACT ORGANIZATION MOBILIZING LOCAL PARTNERS - INCLUDING BUSINESSES, COMMUNITY LEADERS AND COMMUNITY RESIDENTS - TO BREAK THE CYCLE OF POVERTY AND EXPAND OPPORTUNITIES FOR PEOPLE TO BECOME SUCCESSFUL AND SELF-SUFFICIENT. WE UNITE COMMUNITY RESOURCES TO INVEST IN SOLUTIONS THAT LIFT FAMILIES OUT OF POVERTY IN OUR COMMUNITY. OUR BOARD, STAFF, DONORS, VOLUNTEERS, AND COMMUNITY PARTNERS ARE COMMITTED TO CREATING EQUITABLE LASTING, SUSTAINABLE CHANGES THAT TRANSFORM LIVES AND BUILD A THRIVING COMMUNITY FOR US ALL.
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IRS990/ProgSrvcAccomActy2Grp/Desc0AS NEEDS IN OUR COMMUNITY CHANGE, SO MUST THE WAY WE ADDRESS THEM. THROUGH EXTENSIVE RESEARCH AND COMMUNITY SURVEYS, UNITED WAY OF LEWIS COUNTY HAS ADOPTED A STRATEGIC FOCUS THAT WILL CREATE LONG-TERM STABILITY FOR FAMILIES AND CHILDREN. OUR NEW STRATEGIC AREA OF IMPACT FOCUSES SPECIFICALLY ON LIFTING FAMILIES OUT OF POVERTY, WITH THE BOLD GOAL OF MOVING 30% OF FAMILIES OUT OF POVERTY BY 2030, (EQUATES TO OVER 3,400 FAMILIES IN LEWIS COUNTY). THIS SIGNIFICANT TRANSFORMATION COMES AT A TIME WHERE 47% OF LEWIS COUNTY STRUGGLES TO MEET THEIR MOST BASIC NEEDS. LIFTING FAMILIES OUT OF POVERTY IS A UNIQUE AND COMPLEX ISSUE THAT UNITED WAY OF LEWIS COUNTY HAS ADOPTED TO CREATE LONG TERM SOCIAL CHANGE AND BRIGHTER FUTURES FOR GENERATIONS TO COME. UNITED WAY OF LEWIS COUNTY IS CURRENTLY DEVELOPING STRATEGIES THAT SERVE BOTH CHILDREN AND THEIR PARENTS INTENTIONALLY AND SIMULTANEOUSLY, LEADING TO POSITIVE OUTCOMES FOR FAMILIES. OUR COMMUNITY IMPACT APPROACH IS UNIQUE - WE WORK TOWARDS CHANGING SYSTEMS TO THAT INDIVIDUALS AND FAMILIES CAN OVERCOME CHALLENGES ALTOGETHER. IT IS ABOUT INVESTING IN THE PRESENT AND THE FOUNDATION, AS WELL AS, THE FUTURE. A HEALTHY COMMUNITY LEARNS WELL, EARNS WELL, AND LIVES WELL. WE BELIEVE THAT EVERY FAMILY DESERVES A FIGHTING CHANCE AT SUCCESS. WITH YOUR SUPPORT, TOGETHER, WE CAN CHANGE THE STORY FOR STRUGGLING FAMILIES IN LEWIS COUNTY. UNITED WAY OF LEWIS COUNTY'S NEW "CRADLE TO CAREER AND BEYOND" STRATEGIC DIRECTION SUPPORTS PROGRAMMING IN EARLY CHILDHOOD EDUCATION, ELEMENTARY READING, MIDDLE AND HIGH SCHOOL SUCCESS, COLLEGE AND CAREER READINESS, AND CONTINUING EDUCATION. OUR GOAL IS TO HELP CREATE A CULTURE OF INCLUSIVE EDUCATIONAL OPPORTUNITIES TO FOSTER LIFELONG LEARNING IN LEWIS COUNTY.
IRS990/ProgSrvcAccomActy3Grp/Desc0UNITED WAY OF LEWIS COUNTY IS HELPING TO CHANGE THE STORY FOR FAMILIES WITH CHILDREN LIVING IN POVERTY. FAR TOO MANY CHILDREN ARE GROWING UP IN POVERTY AND HOUSEHOLDS THAT ARE FINANCIALLY STRUGGLING. IN LEWIS COUNTY, OVER 3,300 CHILDREN DON'T HAVE ENOUGH TO EAT, A CONSISTENT PLACE TO SLEEP, OR ACCESS TO A DOCTOR WHEN THEY ARE SICK. RESEARCH SHOWS THAT CHILDREN WHO GROW UP WITH THIS KIND OF ECONOMIC HARDSHIP ARE AT GREATER RISK OF EXPERIENCING LEVELS OF TOXIC STRESS SO SEVERE IT CAN AFFECT THEM THROUGHOUT THEIR LIFETIME. SUCH STRESS IMPACTS THEIR EMOTIONAL DEVELOPMENT, THEIR FUTURE ACADEMIC ACHIEVEMENT, AND THE CHANCES THEY WILL RAISE THEIR OWN CHILDREN IN ECONOMIC HARDSHIP AS WELL. CHILDREN ARE MORE LIKELY TO THRIVE WHEN THEIR PARENTS ARE THRIVING. FOR 24.5% OF YOUTH IN LEWIS COUNTY, POVERTY IS IMPEDING THEIR EDUCATIONAL SUCCESS.
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