UNITED WAY OF WHATCOM COUNTY

EIN: 910570788 501(c)(3) Philanthropy & Grantmaking

BELLINGHAM, WA

Total Revenue
$1,366,982
Total Expenses
$1,406,687
Total Assets
$2,589,357
Net Assets
$2,478,854
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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
WA
Principal Officer
KRISTI BIRKELAND
Phone
3607338670
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF WHATCOM COUNTY, founded in 1956, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024.

Mission

UNITED WAY OF WHATCOM COUNTY'S MISSION IS TO UNITE WITH A NETWORK OF LOCAL BUSINESSES, NONPROFITS, AND COMMUNITY STAKEHOLDERS TO ENABLE FINANCIAL STABILITY FOR EVERY PERSON IN WHATCOM COUNTY. OUR FOCUS IS ON INDIVIDUALS AND FAMILIES FACING FINANCIAL HARDSHIP.

Program Service Accomplishments

Program 1
Expenses: $754,521

THE AGENCY'S COMMUNITY IMPACT FUND GRANT AWARDS PROVIDE SUPPORT TO A COMPREHENSIVE NETWORK OF LOCAL NONPROFITS REACHING MORE THAN 50,000 RESIDENTS EACH YEAR, PROVIDING ACCESS TO BASIC NEEDS LIKE...

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THE AGENCY'S COMMUNITY IMPACT FUND GRANT AWARDS PROVIDE SUPPORT TO A COMPREHENSIVE NETWORK OF LOCAL NONPROFITS REACHING MORE THAN 50,000 RESIDENTS EACH YEAR, PROVIDING ACCESS TO BASIC NEEDS LIKE FOOD, HOUSING, AND MENTAL HEALTH SERVICES, INCREASING ECONOMIC MOBILITY THROUGH EDUCATION, JOB SKILLS, AND TRAINING, AND BREAKING THE CYCLE OF POVERTY BY REMOVING BARRIERS LIKE VIOLENCE, ABUSE, AND ADDICTION AND PROVIDING A VARIETY OF SUPPORTS AND SERVICES TO HELP FAMILIES SUCCEED FROM GENERATION TO GENERATION. UNITED WAY OF WHATCOM COUNTY'S GOAL IS TO CREATE A COMMUNITY WHERE EVERYONE HAS THE TOOLS AND OPPORTUNITIES THEY NEED TO ACHIEVE FINANCIAL INDEPENDENCE AND STABILITY.

Program 2
Expenses: $150,905

DOLLY PARTON'S IMAGINATION LIBRARY (DPIL). THIS PROGRAM PROVIDES ONE AGE APPROPRIATE BOOK BY MAIL EACH MONTH FOR ENROLLED WHATCOM COUNTY CHILDREN AGE BIRTH TO FIVE AT NO COST TO FAMILIES. BOOKS ARE...

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DOLLY PARTON'S IMAGINATION LIBRARY (DPIL). THIS PROGRAM PROVIDES ONE AGE APPROPRIATE BOOK BY MAIL EACH MONTH FOR ENROLLED WHATCOM COUNTY CHILDREN AGE BIRTH TO FIVE AT NO COST TO FAMILIES. BOOKS ARE SELECTED BY A NATIONAL COMMITTEE OF EARLY CHILDHOOD LITERACY EXPERTS WITH THE INTENT TO DELIVER A VARIETY OF INCLUSIVE AND DIVERSE TITLES THAT COVER FEEL GOOD TOPICS. DATA SHOWS CHILDREN IN EVERY ZIP CODE IN WHATCOM COUNTY HAVE ENROLLED, INCLUDING RURAL AND UNDERSERVED AREAS OF THE COMMUNITY. THE DATA CONFIRMS THE ORGANIZATION IS WORKING IN THE RIGHT WAYS TO PARTNER WITH TRUSTED ENTITIES TO EXPAND THE REACH OF THIS PROGRAM.

Program 3
Expenses: $100,602

UNITED WAY OF WHATCOM COUNTY PROVIDES ADDITIONAL GRANTS FOR PROJECTS AND PROGRAMS THAT ALIGN WITH OUR MISSION AND COMMUNITY GOALS. EXAMPLES INCLUDE: EMERGENCY RELIEF FUNDING, COMMUNITY INITIATIVES...

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UNITED WAY OF WHATCOM COUNTY PROVIDES ADDITIONAL GRANTS FOR PROJECTS AND PROGRAMS THAT ALIGN WITH OUR MISSION AND COMMUNITY GOALS. EXAMPLES INCLUDE: EMERGENCY RELIEF FUNDING, COMMUNITY INITIATIVES, AND EMERGING PROGRAMS THAT ADDRESS SPECIFIC ISSUES IN OUR COMMUNITY. SOME EXAMPLES INCLUDE PANDEMIC AND FLOOD RELIEF GRANTS, SUPPORT FOR ALICE AND OTHER CRITICAL RESEARCH, CHILDCARE INITIATIVES, AND EARLY LEARNING PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,304,004
Program Service Revenue $0
Investment Income $62,978
Other Revenue $0
TOTAL REVENUE $1,366,982

Expense Breakdown

Grants Paid $739,961
Salaries & Benefits $441,467
Fundraising Expenses $274,879
Program Expenses $1,006,028
Other Expenses $225,259
TOTAL EXPENSES $1,406,687

Year-over-Year Comparison

2024 2023 Change
Revenue $1,366,982 $1,303,377 +0.0%
Expenses $1,406,687 $1,370,242 +0.0%
Net Income $-39,705 $-66,865 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
5
Volunteers
95

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$126,324
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATALIE BOATMAN BOARD CHAIR 1.50
Officer Director
$0 $0 $0
DOUG MONTGOMERY VICE CHAIR 1.00
Officer Director
$0 $0 $0
JASON SEARS SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
JOHN AYRE BOARD MEMBER 1.00
Director
$0 $0 $0
HEATHER DYER BOARD MEMBER 1.00
Director
$0 $0 $0
LISA LINDSEY BOARD MEMBER 1.00
Director
$0 $0 $0
LAVONNE OLSEN BOARD MEMBER 1.00
Director
$0 $0 $0
ADRIANNE CZEBATOR BOARD MEMBER 0.50
Director
$0 $0 $0
SPENCER PALMER BOARD MEMBER 0.50
Director
$0 $0 $0
LEAH BOSMAN BOARD MEMBER UNTIL 10/23/24 0.50
Director
$0 $0 $0
KRISTI BIRKELAND PRESIDENT/CEO 40.00
Officer
$109,360 $16,964 $126,324
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,366,982 $1,406,687 $2,589,357 $-39,705
2024 No data No data No data No data
2023 $1,377,258 $1,390,312 $2,608,392 $-13,054
2022 $1,567,405 $1,545,193 $2,635,065 $22,212
2021 $1,562,755 $1,631,798 $2,854,021 $-69,043
2020 $1,631,761 $1,396,280 $2,902,217 $235,481
2019 $1,707,127 $1,454,974 $3,008,446 $252,153
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