UNITED WAY OF THE COLUMBIA- WILLAMETTE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE COLUMBIA- WILLAMETTE (EIN 93-0582124)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-01
- IRS object ID
- 202511219349302231
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T17:41:39-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930743240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hoffman Stewart & Schmidt PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CenterPointe Drive Suite 300 | AddressLine1Txt |
| City | Lake Oswego | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970358663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930582124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of the Columbia-Willamette | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5032269321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW 11th Avenue | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052646 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kelly O'Lague | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 5032269321 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nathan Stamets | PreparerPersonNm |
| PTIN | P01931251 | PTIN |
| Phone | 5032205900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kelly O'Lague | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW 11th Avenue | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,368,676 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedway-pdx.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Helping people, changing lives, making every contribution count. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 4086 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,080,960 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,608,657 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,630 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $105,520 | CYProgramServiceRevenueAmt |
| PY Investment Income | $703,297 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,471,852 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,924 | PYOtherRevenueAmt |
| CY Other Revenue | $101,921 | CYOtherRevenueAmt |
| PY Total Revenue | $14,838,811 | PYTotalRevenueAmt |
| CY Total Revenue | $25,287,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,704,416 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,981,823 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,745,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,380,267 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,625,266 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,277,101 | PYOtherExpensesAmt |
| CY Other Expenses | $2,996,869 | CYOtherExpensesAmt |
| PY Total Expenses | $15,727,353 | PYTotalExpensesAmt |
| CY Total Expenses | $25,358,959 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$888,542 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$71,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,688,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,738,713 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,910,971 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,665,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,777,813 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,073,549 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,984,155 | ExpenseAmt |
| Grant | $14,702,859 | GrantAmt |
| Desc | Convening/Backbone SupportEarly Learning Hubs - Every child should arrive at kindergarten ready for school success. That's why UWCW is proud to co-manage two regional hubs focused on early learning: Early Learning Multnomah (ELM) and Early Learning Washington County (ELWC). In Oregon, there are 16 hubs, or regional-based groups, appointed by the State of Oregon's Early Learning Council that are designed with the intent to improve educational outcomes for Oregon's youngest children, age 0-6. (see Schedule O for more information)Under the early learning hub model, all sectors that touch early childhood education (early childhood educators; K-12 school districts; health, social, and human service organizations; nonprofits; municipalities; and the private sector) are tasked with working together to align their services in order ensure that children arrive at school prepared to learn, with an equal opportunity to succeed.Albina Rockwood Promise Neighborhood Initiative (ARPNI) - ARPNI is a U.S. Department of Education multi-million-dollar federal grant to support neighborhoods of opportunity by providing a continuum of school readiness and academic services, as well as family and community supports, to children from early childhood through college-and beyond. The five-year program is led by Self Enhancement, Inc., in partnership with Albina Head Start, Immigrant and Refugee Community Organization, Latino Network, Metropolitan Family Service, Native American Youth and Family Center, UWCW, Portland Public Schools, and Reynolds School District. UWCW is spearheading the research component of the initiative, surveying community members in the Albina and Rockwood neighborhoods and surveying students in our partner middle and high schools. The survey results will help identify community priorities like neighborhood safety, affordable housing as well as school activities, with the goal of understanding what students need from cradle to career, both at home and at school. Disaster & Crisis Resiliency: After the devastating wildfires in 2020, there was a need to help communities foster strong resilience and support. Thus, the Disaster Resiliency Learning Collaborative was launched with the help of the Oregon Health Authority and Trauma Informed Oregon. This seven-week, multi-language pilot program convened 15 community-based organizations and 28 community leaders of color to focus on healing from the 2020 wildfires and the ongoing threat of climate related disasters in our region. After the educational program had finished, organizations who participated in the program were eligible to apply for a grant, and United Way of the Columbia-Willamette was able to provide funds to 12 community-based organizations totaling $179,000 for projects to build resilience for communities of color most prone to climate-related disasters such as wildfires, heatwaves and floods. The program proved to be so successful that the Oregon Health Authority awarded United Way of the Columbia-Willamette and Trauma Informed Oregon $415,000 to continue the work of this important program. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,736,593 | ExpenseAmt |
| Grant | $2,278,964 | GrantAmt |
| Revenue | $101,921 | RevenueAmt |
| Desc | Community Investment Housing Stability: In 2021, United Way of the Columbia-Willamette granted Oregon Law Center $200,000 to expand their capacity to provide legal help to families facing eviction. The grant allowed Oregon Law Center to recruit lawyers who reflect the communities they serve while also providing families of color access to multilingual eviction prevent support. (See Schedule O for more information)The support paved the way for Oregon Law Center, Portland Housing Bureau's Rental Services Office, and Portland Community College's CLEAR Clinic to launch the Eviction Legal Defense Program with $3 million provided by the Portland Housing Bureau. United Way of the Columbia-Willamette serves as an administrative hub and pays the costs to remedy evictions which may also include rent arrears for participants in the program. This collaboration serves those in our community receiving 30% to 60% of area median income, and many of the clients we have referred to the program are facing arrears of more than $6,000, the average eviction rate for Multnomah County. To date, we have helped prevent 165 households from becoming houseless through lawyer assistance and rent arrears. After years of pandemic disruption, the need for this support will only grow, and we look forward to expanding this important eviction prevention program alongside our partners.Donor Choice - United Way offers donor the opportunity to designate their gift directly to 501 (3) organizations of their choice. Donations given through United Way provide support to a wide variety of nonprofits and help keep fundraising cost low for these organizations as well as increasing philanthropy within the community. This allows donors to support multiple organizations with one contribution, all while supporting the United Way of the Columbia-Willamette's mission of engaging the community to improve lives. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $305,835 | ExpenseAmt |
| Revenue | $105,520 | RevenueAmt |
| Desc | Hands on Greater Portland - Hands on Greater Portland activities focus on results-based, meaningful volunteer service and the belief that volunteers enrich their lives and the lives of others when they address community needs. The program strives to connect volunteers with opportunities to meet important community needs, including senior services, education, services for the homeless, and restoration of the environment. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,026,583 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kori Gregg | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032269321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW 11th Avenue | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052646 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Isaac Cardona | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mihir Patel | |||||||
| Vice-Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kim Spaulding | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Pradeep Tempalli | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Deborah Dang | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ashlee Irwin | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tichelle Sorensen | |||||||
| Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Yves Labissiere PhD | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Staci B Martin EdD | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mari F McBurney | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jose Luis Nava | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Kay Sosa | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Stearns MBA MA | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Wells | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kelly O'Lague | |||||||
| CEO | 50.00 | Yes (X) | $290,261 | $0 | $9,253 | ||
| Kori Dye-Gregg | |||||||
| COO | 50.00 | Yes (X) | $182,278 | $0 | $14,613 | ||
| Dahnesh Medora | |||||||
| Chief Impact Officer | 50.00 | Yes (X) | $164,039 | $0 | $23,242 | ||
| Adrian McCarthy | |||||||
| VP - Marketing & Communication | 50.00 | Yes (X) | $134,867 | $0 | $13,649 | ||
| Aaron McKay | |||||||
| Director - IT | 50.00 | Yes (X) | $123,073 | $0 | $17,115 | ||
| David Rogers | |||||||
| Former Chief Development Officer | 50.00 | Yes (X) | $128,674 | $0 | $1,157 | ||
| Frances Sallah | |||||||
| Early Learning Director | 50.00 | $113,939 | $0 | $21,853 | Yes (X) | ||
| Margaret Day | |||||||
| Early Learning Director | 50.00 | $125,039 | $0 | $7,591 | Yes (X) | ||
| Begona Rodriguez-Liern | |||||||
| Early Learning Director | 50.00 | $114,432 | $0 | $7,554 | Yes (X) | ||
| Linda King | |||||||
| Director of Housing Stability | 50.00 | $108,369 | $0 | $8,203 | Yes (X) | ||
| Nicole LaRose | |||||||
| Director - Corporate Partnerships | 50.00 | $103,108 | $0 | $7,474 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,588,079 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,704 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dakin Ventures Consulting Group | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 Palomares Court | AddressLine1Txt |
| City | Lafayette | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting | ServicesDesc |
| Compensation | $132,239 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $18,553,852 | GovernmentGrantsAmt |
| All Other Contributions | $5,054,805 | AllOtherContributionsAmt |
| Noncash Contributions | $35,399 | NoncashContributionsAmt |
| Total Contributions | $23,608,657 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Service fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $105,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,520 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $105,520 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,072,578 | TotalRevenueColumnAmt |
| Exclusion | $1,072,578 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,480,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,080,726 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $399,274 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $399,274 | TotalRevenueColumnAmt |
| Exclusion | $399,274 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $101,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $101,921 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $101,921 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,287,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $207,441 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,471,852 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,864,216 | TotalAmt |
| Program Services | $14,864,216 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,117,607 | TotalAmt |
| Program Services | $2,117,607 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,058 | TotalAmt |
| Program Services | $373,188 | ProgramServicesAmt |
| Management And General | $376,441 | ManagementAndGeneralAmt |
| Fundraising | $316,429 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,344,702 | TotalAmt |
| Program Services | $2,216,966 | ProgramServicesAmt |
| Management And General | $463,864 | ManagementAndGeneralAmt |
| Fundraising | $663,872 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,731 | TotalAmt |
| Program Services | $50,148 | ProgramServicesAmt |
| Management And General | $9,258 | ManagementAndGeneralAmt |
| Fundraising | $16,325 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,524 | TotalAmt |
| Program Services | $317,850 | ProgramServicesAmt |
| Management And General | $83,456 | ManagementAndGeneralAmt |
| Fundraising | $114,218 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,252 | TotalAmt |
| Program Services | $222,445 | ProgramServicesAmt |
| Management And General | $68,025 | ManagementAndGeneralAmt |
| Fundraising | $87,782 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,069 | TotalAmt |
| Management And General | $134,069 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,398,218 | TotalAmt |
| Program Services | $961,563 | ProgramServicesAmt |
| Management And General | $309,281 | ManagementAndGeneralAmt |
| Fundraising | $127,374 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,095 | TotalAmt |
| Program Services | $27,305 | ProgramServicesAmt |
| Management And General | $270 | ManagementAndGeneralAmt |
| Fundraising | $43,520 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,130 | TotalAmt |
| Program Services | $312,432 | ProgramServicesAmt |
| Management And General | $24,455 | ManagementAndGeneralAmt |
| Fundraising | $40,243 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,927 | TotalAmt |
| Program Services | $71,098 | ProgramServicesAmt |
| Management And General | $22,782 | ManagementAndGeneralAmt |
| Fundraising | $29,047 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,991 | TotalAmt |
| Program Services | $113,230 | ProgramServicesAmt |
| Management And General | $37,033 | ManagementAndGeneralAmt |
| Fundraising | $9,728 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,854 | TotalAmt |
| Program Services | $42,584 | ProgramServicesAmt |
| Management And General | $7,609 | ManagementAndGeneralAmt |
| Fundraising | $3,661 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,212 | TotalAmt |
| Program Services | $107,774 | ProgramServicesAmt |
| Management And General | $32,305 | ManagementAndGeneralAmt |
| Fundraising | $38,133 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,373 | TotalAmt |
| Program Services | $228,177 | ProgramServicesAmt |
| Management And General | $138,262 | ManagementAndGeneralAmt |
| Fundraising | $134,934 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,358,959 | TotalAmt |
| Program Services | $22,026,583 | ProgramServicesAmt |
| Management And General | $1,707,110 | ManagementAndGeneralAmt |
| Fundraising | $1,625,266 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,596 | BOYAmt |
| EOY | $2,894,105 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,910,495 | BOYAmt |
| EOY | $4,110,572 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,782 | BOYAmt |
| EOY | $216,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,434,051 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,928,594 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,191,700 | BOYAmt |
| EOY | $2,505,457 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,625,235 | BOYAmt |
| EOY | $29,616,791 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,573 | BOYAmt |
| EOY | $1,479,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,403 | BOYAmt |
| EOY | $915,604 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,688,784 | BOYAmt |
| EOY | $41,738,713 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,077 | BOYAmt |
| EOY | $2,099,944 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,549 | BOYAmt |
| EOY | $879,300 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,345 | BOYAmt |
| EOY | $685,920 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,910,971 | BOYAmt |
| EOY | $3,665,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,323,141 | BOYAmt |
| EOY | $33,044,753 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,454,672 | BOYAmt |
| EOY | $5,028,796 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,777,813 | BOYAmt |
| EOY | $38,073,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,688,784 | BOYAmt |
| EOY | $41,738,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$71,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,815,058 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,551,687 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,932,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,531,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,868,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,080,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,608,657 | CurrentTaxYearAmt |
| Total | $115,021,711 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,932,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,531,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,868,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,080,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,608,657 | CurrentTaxYearAmt |
| Total | $115,021,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,642,045 | SubstantialContributorsTotAmt |
| Public Support Total170 | $97,379,666 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $244,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $532,106 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $703,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,072,578 | CurrentTaxYearAmt |
| Total | $2,740,331 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,921 | CurrentTaxYearAmt |
| Total | $135,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $117,897,751 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $316,983 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,298,959 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,358,959 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,000 | CurrentYearAmt |
| Total | $60,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,712,917 | BeginningYearBalanceAmt |
| Contributions | $266,936 | ContributionsAmt |
| Investment Earnings Or Losses | $375,843 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $123,717 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,231,979 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,585,054 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $246,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $118,363 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,712,917 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,471,607 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$674,454 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $212,099 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,585,054 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,663,067 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $813,004 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,464 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,471,607 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,692,638 | BeginningYearBalanceAmt |
| Contributions | $16,040 | ContributionsAmt |
| Investment Earnings Or Losses | $59,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $105,256 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,663,067 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $295,333 | OtherCostOrOtherBasisAmt |
| Book Value | $295,333 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,776,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,221,144 | DepreciationAmt |
| Book Value | $1,555,161 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,362,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $707,450 | DepreciationAmt |
| Book Value | $654,963 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,505,457 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,717,105 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,815,058 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $7,511 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,551,687 | OtherRevenueAmt |
| Revenue Not Reported | $3,374,256 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,342,849 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $134,069 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,811,032 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,945,101 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,287,950 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,421,369 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $7,511 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $7,511 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,413,858 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $134,069 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,811,032 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,945,101 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,358,959 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | To provide a predictable stream of income for program operations. |
| Part X, Line 2: | Management believes UWCW does not have any uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Change in value perpetual trust 54,201. Net increase in net assets from aquisition 1,497,486. |
| Part XI, Line 4b - Other Adjustments: | Pledges designated by donors 1,811,032. |
| Part XII, Line 4b - Other Adjustments: | Pledges designated by donors 1,811,032. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (115 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Central City Concern | |||||||||
| 232 NW 6th Ave | Portland | OR | 97209 | 930728816 | 501(c)3 | $1,372,716 | $0 | JOHS Grants Out | |
| Do Good Multnomah | |||||||||
| 7809 NE Everett St | Portland | OR | 97213 | 473934102 | 501(c)3 | $903,388 | $0 | JOHS Grants Out | |
| Transition Projects Inc | |||||||||
| 665 NW Hoyt Street | Portland | OR | 97209 | 930591582 | 501(c)3 | $889,824 | $0 | JOHS Grants Out | |
| New Narrative | |||||||||
| 8915 SW Center Street | Tigard | OR | 97223 | 930685734 | 501(c)3 | $751,467 | $0 | JOHS Grants Out | |
| Our Just Future | |||||||||
| 10550 NE Halsey St | Portland | OR | 97220 | 930977166 | 501(c)3 | $420,496 | $0 | JOHS Grants Out | |
| The Salvation Army a California Corporation | |||||||||
| 8495 SE Monterey Ave | Happy Valley | OR | 97086 | 941156347 | 501(c)3 | $409,645 | $0 | JOHS Grants Out | |
| Mental Health Association of Portland | |||||||||
| PO Box 3641 | Portland | OR | 97208 | 931012686 | 501(c)3 | $406,932 | $0 | JOHS Grants Out | |
| New Avenues for Youth | |||||||||
| 1220 SW Columbia Street | Portland | OR | 97201 | 930910213 | 501(c)3 | $401,506 | $0 | JOHS Grants Out | |
| All Good Northwest | |||||||||
| 1300 SE Stark St Suite 211 | Portland | OR | 97214 | 862296287 | 501(c)3 | $309,268 | $0 | JOHS Grants Out | |
| YWCA of Greater Portland | |||||||||
| PO Box 4587 | Portland | OR | 97208 | 930386984 | 501(c)3 | $254,585 | $0 | JOHS Grants Out | |
| Outside In | |||||||||
| 1132 SW 13th Ave | Portland | OR | 97205 | 930567549 | 501(c)3 | $219,743 | $0 | JOHS Grants Out | |
| Cultivate Initiatives | |||||||||
| 14625 SE Stark St | Portland | OR | 97233 | 851311305 | 501(c)3 | $179,050 | $0 | JOHS Grants Out | |
| Volunteers of America of Oregon Inc | |||||||||
| 3910 SE Stark St | Portland | OR | 97214 | 930395591 | 501(c)3 | $173,624 | $0 | JOHS Grants Out | |
| JOIN | |||||||||
| 1435 NE 81st Ave | Portland | OR | 97213 | 931090005 | 501(c)3 | $168,198 | $0 | JOHS Grants Out | |
| El Programa Hispano Catolico | |||||||||
| 333 SE 223rd St Ste 100 | Gresham | OR | 97030 | 472845537 | 501(c)3 | $154,634 | $0 | JOHS Grants Out | |
| The Native American Rehabilitation Assoc of the NW Inc | |||||||||
| 1776 SW Madison St | Portland | OR | 97205 | 237098400 | 501(c)3 | $154,634 | $0 | JOHS Grants Out | |
| Self Enhancement Inc | |||||||||
| 3920 N Kerby Ave | Portland | OR | 97227 | 931086629 | 501(c)3 | $127,505 | $0 | JOHS Grants Out | |
| Catholic Charities | |||||||||
| 2740 SE Powell Blvd | Portland | OR | 97202 | 930386801 | 501(c)3 | $108,515 | $0 | JOHS Grants Out | |
| Janus Youth Programs Inc | |||||||||
| 738 NE Davis St | Portland | OR | 97232 | 237345990 | 501(c)3 | $105,802 | $0 | JOHS Grants Out | |
| Helping Hands | |||||||||
| PO Box 413 | Seaside | OR | 97138 | 271158468 | 501(c)3 | $103,089 | $0 | JOHS Grants Out | |
| Path Home | |||||||||
| 6220 SE 92nd Ave | Portland | OR | 97266 | 263967833 | 501(c)3 | $103,089 | $0 | JOHS Grants Out | |
| The 4th Dimension Recovery Center | |||||||||
| 11010 SE Division St Ste 300 | Portland | OR | 97266 | 462702985 | 501(c)3 | $92,238 | $0 | JOHS Grants Out | |
| Trash for Peace | |||||||||
| 5006 NE 35th Pl | Portland | OR | 97211 | 454715889 | 501(c)3 | $89,525 | $0 | JOHS Grants Out | |
| Northwest Pilot Project Inc | |||||||||
| 1430 SW Broadway Ste 200 | Portland | OR | 97201 | 930635871 | 501(c)3 | $84,099 | $0 | JOHS Grants Out | |
| Bradley Angle House Inc | |||||||||
| 5432 N Albina Ave | Portland | OR | 97217 | 510188664 | 501(c)3 | $75,961 | $0 | JOHS Grants Out | |
| Cascadia Health | |||||||||
| 847 NE 19th Ave | Portland | OR | 97232 | 930770054 | 501(c)3 | $67,822 | $0 | JOHS Grants Out | |
| Raphael House of Portland | |||||||||
| 4110 SE Hawthorne Blvd 503 | Portland | OR | 97215 | 930710963 | 501(c)3 | $59,683 | $0 | JOHS Grants Out | |
| Worksystems Inc | |||||||||
| 1618 SW 1st Ave Suite 450 | Portland | OR | 97201 | 930857426 | 501(c)3 | $54,258 | $0 | JOHS Grants Out | |
| Call To Safety | |||||||||
| PO Box 42610 | Portland | OR | 94242 | 936094804 | 501(c)3 | $51,545 | $0 | JOHS Grants Out | |
| 211 Info Inc | |||||||||
| 7535 NE Ambassador Pl Suite B | Portland | OR | 97220 | 930784586 | 501(c)3 | $48,832 | $0 | JOHS Grants Out | |
| Rose Haven CIC | |||||||||
| PO Box 10405 | Portland | OR | 97296 | 205922682 | 501(c)3 | $48,832 | $0 | JOHS Grants Out | |
| Rockwood CDC | |||||||||
| 4233 SE 182nd | Gresham | OR | 97030 | 461475038 | 501(c)3 | $46,119 | $0 | JOHS Grants Out | |
| Stone Soup PDX | |||||||||
| 306 NW Broadway | Portland | OR | 97209 | 832501091 | 501(c)3 | $46,119 | $0 | JOHS Grants Out | |
| Blanchet House | |||||||||
| 310 NW Glisan St | Portland | OR | 97209 | 936031009 | 501(c)3 | $40,693 | $0 | JOHS Grants Out | |
| Portland Street Medicine | |||||||||
| 2717 NE Broadway St | Portland | OR | 97232 | 824209837 | 501(c)3 | $37,980 | $0 | JOHS Grants Out | |
| Street Roots | |||||||||
| 211 NW Davis St | Portland | OR | 97209 | 931271399 | 501(c)3 | $37,980 | $0 | JOHS Grants Out | |
| Greater New Hope Family Services LLC | |||||||||
| 7225 NE 6th Ave | Portland | OR | 97211 | 274831798 | 501(c)3 | $32,555 | $0 | JOHS Grants Out | |
| Metropolitan Public Defender | |||||||||
| 101 SW Main St Suite 1100 | Portland | OR | 97204 | 930591637 | 501(c)3 | $32,555 | $0 | JOHS Grants Out | |
| Black Community of Portland | |||||||||
| 202 SE 181st Ste 202 | Gresham | OR | 97233 | 831369967 | 501(c)3 | $29,842 | $0 | JOHS Grants Out | |
| Straightway Services | |||||||||
| 8900 NE Vancouver Way | Portland | OR | 97211 | 263494129 | 501(c)3 | $27,129 | $0 | JOHS Grants Out | |
| Cascadia Clusters | |||||||||
| 7341 SE 70th Ave | Portland | OR | 97206 | 825106807 | 501(c)3 | $24,416 | $0 | JOHS Grants Out | |
| Innovative Housing Inc | |||||||||
| 219 NW 2nd Ave | Portland | OR | 97209 | 930877440 | 501(c)3 | $24,416 | $0 | JOHS Grants Out | |
| Ecumenical Ministries of OR | |||||||||
| 245 S Bancroft St Suite B | Portland | OR | 97239 | 930625359 | 501(c)3 | $21,703 | $0 | JOHS Grants Out | |
| WeShine | |||||||||
| 3439 NE Sandy Blvd 525 | Portland | OR | 97232 | 863660280 | 501(c)3 | $21,703 | $0 | JOHS Grants Out | |
| College Housing Northwest | |||||||||
| 200 SW Market St Suite 575 | Portland | OR | 97201 | 930578172 | 501(c)3 | $16,277 | $0 | JOHS Grants Out | |
| Outside the Frame | |||||||||
| 800 NW 6th Ave Suite 355 | Portland | OR | 97209 | 474159875 | 501(c)3 | $16,277 | $0 | JOHS Grants Out | |
| Rahab's Sisters | |||||||||
| PO Box 90234 | Portland | OR | 97290 | 261675500 | 501(c)3 | $16,277 | $0 | JOHS Grants Out | |
| The Marie Equi Institute | |||||||||
| 6426 NE Rodney Ave | Portland | OR | 97211 | 813390559 | 501(c)3 | $16,277 | $0 | JOHS Grants Out | |
| Beacon Village | |||||||||
| 2116 NE 18 th Ave | Portland | OR | 97213 | 850671363 | 501(c)3 | $13,564 | $0 | JOHS Grants Out | |
| City of Gresham | |||||||||
| 1333 NW Eastman Pkwy | Gresham | OR | 97030 | 936002176 | 501(c)3 | $13,564 | $0 | JOHS Grants Out | |
| Family Essentials LLC | |||||||||
| PO Box 20294 | Portland | OR | 97294 | 474609431 | 501(c)3 | $13,564 | $0 | JOHS Grants Out | |
| Family Promise | |||||||||
| 4837 NE Couch St | Portland | OR | 97213 | 301228881 | 501(c)3 | $13,564 | $0 | JOHS Grants Out | |
| Housing Connector | |||||||||
| 1301 5th Ave Suite 1500 | Seattle | WA | 98101 | 842100263 | 501(c)3 | $13,564 | $0 | JOHS Grants Out | |
| Operation Nightwatch- Portland | |||||||||
| PO Box 4005 | Portland | OR | 97208 | 930805248 | 501(c)3 | $13,564 | $0 | JOHS Grants Out | |
| Somali Empowerment Circle | |||||||||
| 8120 N Interstate Ave Unit 204 | Portland | OR | 97217 | 881785129 | 501(c)3 | $13,564 | $0 | JOHS Grants Out | |
| Northwest Natural | |||||||||
| Attn TreasuryPO Box 6017 | Portland | OR | 97228 | 946076144 | Other | $195,475 | $0 | GAP | |
| Washington County HHS | |||||||||
| Suite 270 MS 25155 N First Ave | Hillsboro | OR | 97124 | 936002316 | 501(c)3 | $1,607,747 | $0 | Early Learning Exp | |
| Multnomah County (DCHS) | |||||||||
| SUN Service System421 SW Oak St Ste | Portland | OR | 97204 | 936002309 | 501(c)3 | $1,181,057 | $0 | Early Learning Exp | 240 |
| Oregon Community Health Workers Association | |||||||||
| 401 NE 19th Ave 200 | Portland | OR | 97232 | 464952693 | 501(c)3 | $223,266 | $0 | Early Learning Exp | |
| Douglas Education Service District | |||||||||
| 1409 NE Diamond Lake Blvd 110 | Roseburg | OR | 97470 | 930854699 | 501(c)3 | $20,000 | $0 | Early Learning Exp | |
| Immigrant & Refugee Community Organization | |||||||||
| 10301 NE Glisan St | Portland | OR | 97220 | 930806295 | 501(c)3 | $347,460 | $0 | Donor Choice, Comm. Investment Grants, and JOHS Grants Out | |
| United Way of Southwest Wyoming | |||||||||
| 510 South Main St | Rock Springs | WY | 82901 | 830233314 | 501(c)3 | $72,495 | $0 | Donor Choice - Out of Area | |
| United Way of Salt Lake | |||||||||
| 257 East 200 SouthSuite 300 | Salt Lake City | UT | 84111 | 870227091 | 501(c)3 | $36,844 | $0 | Donor Choice - Out of Area | |
| Valley of the Sun United Way | |||||||||
| 3200 E Camelback RdSuite 375 | Phoenix | AZ | 85018 | 860104419 | 501(c)3 | $25,483 | $0 | Donor Choice - Out of Area | |
| United Way of King County | |||||||||
| 720 2nd Ave | Seattle | WA | 98104 | 952274801 | 501(c)3 | $21,468 | $0 | Donor Choice - Out of Area | |
| Carbon Caring for Kids | |||||||||
| c/o Marcy Loveless1551 West 360 | Price | UT | 84501 | 320518977 | 501(c)3 | $10,278 | $0 | Donor Choice - Out of Area | North |
| Church of Jesus Christ of Latter Day Sts | |||||||||
| Attn Holly Ciervo50 E North Temple | Salt Lake City | UT | 84150 | 870234341 | 501(c)3 | $9,371 | $0 | Donor Choice - Out of Area | Room 1521 |
| Primary Children's Hospital - Salt Lake | |||||||||
| 100 Mario Capecchi Dr | Salt Lake City | UT | 84113 | 752792911 | 501(c)3 | $8,776 | $0 | Donor Choice - Out of Area | |
| Rescue Mission of Salt Lake | |||||||||
| PO Box 1227 | Salt Lake City | UT | 84110 | 237177264 | 501(c)3 | $7,893 | $0 | Donor Choice - Out of Area | |
| Community Bible Church | |||||||||
| 500 N 10th St | Central Point | OR | 97502 | 930606578 | 501(c)3 | $7,466 | $0 | Donor Choice - Out of Area | |
| United Way of Eastern Utah | |||||||||
| 81 North 200 East | Price | UT | 84501 | 870374334 | 501(c)3 | $6,873 | $0 | Donor Choice - Out of Area | |
| United Way California Capital Region | |||||||||
| 10389 Old Placerville Rd | Sacramento | CA | 95827 | 941225382 | 501(c)3 | $6,620 | $0 | Donor Choice - Out of Area | |
| Jubitz Family Foundation | |||||||||
| 5505 SW Hewett Blvd | Portland | OR | 97221 | 931324016 | 501(c)3 | $100,000 | $0 | Donor Choice | |
| Rotary Foundation of Rotary International | |||||||||
| One Rotary Center1560 Sherman Ave | Evanston | IL | 60201 | 363245072 | 501(c)3 | $100,000 | $0 | Donor Choice | |
| Yale University | |||||||||
| Provosts OfficePO Box 208333 | New Haven | CT | 06520 | 066078326 | 501(c)3 | $100,000 | $0 | Donor Choice | |
| Home Share Oregon | |||||||||
| PO Box 18222 | Portland | OR | 97218 | 863754694 | 501(c)3 | $50,000 | $0 | Donor Choice | |
| Mediators Beyond Borders International | |||||||||
| 2001 L Street NW Suite 500 | Washington | DC | 20036 | 205716275 | 501(c)3 | $50,000 | $0 | Donor Choice | |
| Northwest Outward Bound School | |||||||||
| 2130 N Kilpatrick St 17359 | Portland | OR | 97217 | 453463744 | 501(c)3 | $50,000 | $0 | Donor Choice | |
| Bridgetown Church | |||||||||
| 2120 NE Tillamook St | Portland | OR | 97212 | 811992757 | 501(c)3 | $27,677 | $0 | Donor Choice | |
| Oregon Alliance for Gun Safety | |||||||||
| 4931 SW 76th AveBox 154 | Portland | OR | 97225 | 471183028 | 501(c)3 | $25,000 | $0 | Donor Choice | |
| Portland Rotary Charitable Trust | |||||||||
| PO Box 28106 | Portland | OR | 97228 | 936031284 | 501(c)3 | $25,000 | $0 | Donor Choice | |
| Oregon Food Bank | |||||||||
| 7900 NE 33rd Dr | Portland | OR | 97211 | 931229766 | 501(c)3 | $21,778 | $0 | Donor Choice | |
| Sunshine Division Inc | |||||||||
| 687 N Thompson | Portland | OR | 97227 | 271423723 | 501(c)3 | $21,639 | $0 | Donor Choice | |
| Oregon Humane Society | |||||||||
| 1067 NE Columbia Blvd | Portland | OR | 97211 | 930386880 | 501(c)3 | $20,239 | $0 | Donor Choice | |
| De La Salle North Catholic High School | |||||||||
| 7528 N Fenwick Ave | Portland | OR | 97217 | 931287554 | 501(c)3 | $14,758 | $0 | Donor Choice | |
| United Way Worldwide | |||||||||
| PO Box 418607 | Boston | MA | 02241 | 131635294 | 501(c)3 | $14,482 | $0 | Donor Choice | |
| Friendly House Inc | |||||||||
| 2617 NW Savier St | Portland | OR | 97210 | 930524232 | 501(c)3 | $10,970 | $0 | Donor Choice | |
| Black United Fund of Oregon | |||||||||
| 2828 NE Alberta St | Portland | OR | 97211 | 201242136 | 501(c)3 | $10,828 | $0 | Donor Choice | |
| Meals on Wheels People | |||||||||
| PO Box 19477 | Portland | OR | 97280 | 930584318 | 501(c)3 | $10,704 | $0 | Donor Choice | |
| Planned Parenthood of the Columbia Willamette | |||||||||
| 3727 NE Martin Luther King Jr Blvd | Portland | OR | 97212 | 936031270 | 501(c)3 | $10,502 | $0 | Donor Choice | |
| American Red Cross of Northwest Oregon Chapter | |||||||||
| 3131 N Vancouver Ave | Portland | OR | 97227 | 131962771 | 501(c)3 | $10,467 | $0 | Donor Choice | |
| Oregon FFA Foundation | |||||||||
| College of Ag- Ag Ed Dept108 Strand | Corvallis | OR | 97331 | 202430301 | 501(c)3 | $10,000 | $0 | Donor Choice | Ag Hall |
| Blanchet House of Hospitality | |||||||||
| 310 NW Glisan St | Portland | OR | 97209 | 936031009 | 501(c)3 | $9,927 | $0 | Donor Choice | |
| A Jesus Church Family Inc | |||||||||
| 10500 SW Nimbus Ave Bldg T | Portland | OR | 97223 | 200368851 | 501(c)3 | $9,280 | $0 | Donor Choice | |
| Camp Fire Columbia | |||||||||
| 1411 SW Morrison StSuite 300 | Portland | OR | 97205 | 930386901 | 501(c)3 | $9,253 | $0 | Donor Choice | |
| Catholic Charities of Oregon | |||||||||
| 2740 SE Powell Blvd | Portland | OR | 97202 | 930386801 | 501(c)3 | $7,712 | $0 | Donor Choice | |
| EarthShare | |||||||||
| PO Box 426056 | Washington | DC | 20042 | 521601960 | 501(c)3 | $7,033 | $0 | Donor Choice | |
| 37080 American Red Cross - Oregon Pacific Chapter | |||||||||
| Federated Payment ProcessingPO Box | Chicago | IL | 60673 | 131962771 | 501(c)3 | $6,891 | $0 | Donor Choice | 73857 |
| Local Independent Charities of America | |||||||||
| 100 Smith Ranch Road Ste 122 | San Rafael | CA | 94903 | 943042430 | 501(c)3 | $6,554 | $0 | Donor Choice | |
| Lawyers Campaign for Equal Justice | |||||||||
| 620 SW 5th AvenueSuite 1225 | Portland | OR | 97204 | 931193792 | 501(c)3 | $5,985 | $0 | Donor Choice | |
| United Way of Columbia County | |||||||||
| PO Box 538 | Rainier | OR | 97048 | 930433686 | 501(c)3 | $5,745 | $0 | Donor Choice | |
| Oregon Public Broadcasting | |||||||||
| 7140 SW Macadam Ave | Portland | OR | 97219 | 930814638 | 501(c)3 | $5,518 | $0 | Donor Choice | |
| Habitat for Humanity of Oregon | |||||||||
| PO Box 11452 | Portland | OR | 97211 | 931180321 | 501(c)3 | $5,471 | $0 | Donor Choice | |
| Water For People | |||||||||
| PO Box 3179 | Harlan | IA | 51593 | 811166148 | 501(c)3 | $5,468 | $0 | Donor Choice | |
| Virginia Garcia Memorial Foundation | |||||||||
| PO Box 46149 | Aloha | OR | 97007 | 912077840 | 501(c)3 | $5,264 | $0 | Donor Choice | |
| Regional Arts & Culture Council | |||||||||
| 411 NW Park Ave Ste 101 | Portland | OR | 97209 | 931059037 | 501(c)3 | $5,139 | $0 | Donor Choice | |
| United Ways of the Pacific NW | |||||||||
| 400 Union Ave SE Suite 200 | Olympia | WA | 98501 | 911055031 | 501(c)3 | $75,000 | $0 | Community Transformation Grants | |
| The Urban League of Portland | |||||||||
| 10 N Russell St | Portland | OR | 97227 | 930395590 | 501(c)3 | $479,486 | $0 | Community Investment Grants & JOHS Grants Out | |
| Native American Youth and Family Center | |||||||||
| 5135 NE Columbia Blvd | Portland | OR | 97218 | 931141536 | 501(c)3 | $273,308 | $0 | Community Investment Grants & JOHS Grants Out | |
| Cascade AIDS Project | |||||||||
| 520 NW Davis St Ste 215 | Portland | OR | 97209 | 930903383 | 501(c)3 | $240,478 | $0 | Community Investment Grants & JOHS Grants Out | |
| Latino Network | |||||||||
| 410 NE 18th Ave | Portland | OR | 97232 | 731675402 | 501(c)3 | $150,644 | $0 | Community Investment Grants & JOHS Grants Out | |
| APANO | |||||||||
| 8188 SE Division St | Portland | OR | 97206 | 800252850 | 501(c)3 | $40,000 | $0 | Community Investment Grants | |
| Future Prairie | |||||||||
| 1650 NW 21st Ave 511 | Portland | OR | 97209 | 833289341 | 501(c)3 | $15,000 | $0 | Community Investment Grants | |
| Next Up | |||||||||
| 1001 SE Water Ave Suite 460 | Portland | OR | 97214 | 931314754 | 501(c)3 | $15,000 | $0 | Community Investment Grants | |
| LULAC Oregon | |||||||||
| 2957 SE Brookwood Ave | Hillsboro | OR | 97123 | 862345057 | 501(c)3 | $6,500 | $0 | Community Investment Grants | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Rent assistance | GrantTypeTxt |
| Recipient | 349 | RecipientCnt |
| Cash Grant | $2,117,607 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Program Grants: As a condition for receiving grant funds, grantees are required to submit: 1) a funding agreement signed by the organization's board president and the chief executive officer; 2) organization's anti-discrimination policy; 3) certification stating that United Way funds will be used in compliance with all applicable anti-terrorism financing and asset control laws, statutes and executive orders; and 4) organizations with annual budgets over $500,000, an annual audit, and organizations with budgets under $500,000, an annual financial review. In addition grantees submit an annual work plan that reflects: 1) goals and objectives of the funded project with specific deliverables and milestones; 2) an evaluation plan to measure accomplishment of the goals and objectives; and 3) budget of expenses for staffing, equipment, training and other program needs related to project goals and objectives. Progress reports are required every 6 months to determine that grantees are implementing the program according to this work plan, achieving the goals of the program and spending United Way funds according to the project budget. Monitoring includes semi-annual progress report reviews, annual site visits, and formal program review. Technical assistance is provided to bring programs into compliance regarding the terms of the funding agreement, the program budget, management, implementation and/or achievement of project goals. United Way reserves the right to conduct additional reviews of a funded project at any time during the funding year. Organizations are required to return to United Way any funds paid to the organization which may no longer be used for their intended purposes as outlined in the work plan. United Way may authorize deferment of payment whenever required reports are not submitted, requested additional information is not submitted and/or for repeated non-compliance with terms of the funding agreement. Upon presentation of information regarding alleged fiscal mismanagement, serious financial concerns that impact the project's performance, significant deficiencies in service delivery, and/or non-compliance with the terms of the funding agreement, the Community Impact Cabinet may recommend cancellation of the funding agreement. Cancellation of the funding agreement is the responsibility of the United Way Board of Directors. Amounts Designated by Donors: United Way of the Columbia-Willamette honors donor intent, including requests to fund specific nonprofit organizations that meet the IRS qualification of a tax exempt charitable organization. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kelly O'Lague | ||||||||||||||
| CEO | $255,972 | $0 | $34,289 | $0 | $0 | $0 | $3,672 | $0 | $5,581 | $0 | $299,514 | $0 | $0 | $0 |
| Kori Dye-Gregg | ||||||||||||||
| COO | $182,278 | $0 | $0 | $0 | $0 | $0 | $5,921 | $0 | $8,692 | $0 | $196,891 | $0 | $0 | $0 |
| Dahnesh Medora | ||||||||||||||
| Chief Impact Officer | $164,039 | $0 | $0 | $0 | $0 | $0 | $12,619 | $0 | $10,623 | $0 | $187,281 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,943 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost if purchased | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $27,456 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost if purchased | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | At United Way of the Columbia-Willamette, we have a simple, ambitious vision: invest in our region's kids so they are free from poverty and free to reach their potential. We have been bringing our community to do good for more than 100 years. We are uniquely positioned to connect and support the people, nonprofits, businesses and government agencies working hard to address poverty in our region. Leveraging our capacity as a convener and our trusted brand as an influencer, we focus on where the need is the greatest and identify and scale what works. Together we are making schools, families and communities stronger for the children of our region. Schools: We are working to ensure that children, from pre-school through graduation, get the support they need to stay in school and succeed so they can enter college or the workforce ready to thrive and contribute. Families: We are helping families meet basic needs and have a stable foundation so children can focus in school. Communities: We are activating the village. We mobilize over 4,000 volunteers a year by connecting them to projects that directly support youth in our region. Together, we can make our region a better place for everyone. United is the way! Learn more about our mission and what we do at: https://www.unitedway-pdx.org |
| Form 990, Part VI, Section B, line 11b | The IRS Form 990 is electronically sent to all Finance Committee members and reviewed at the Finance Committee meeting. Once reviewed by the Finance Comittee, the 990 is electronically sent to all board members for review. The 990 is then submitted to the IRS and posted to the UWCW website. |
| Form 990, Part VI, Section B, line 12c | The United Way of the Columbia-Willamette's Code of Ethics certification and a Conflict of Interest disclosure are completed and signed annually by all Board members, committee members, and staff on an annual basis. Tracking is in place to ensure compliance and these forms are reviewed by the HR Director. A summary of conflicts of interest are provided to the President and Board Chair annually. Board and Committee members do not participate in discussions or vote on matters where they have a conflict. |
| Form 990, Part VI, Section B, line 15 | The Human Resources Director at United Way of Columbia-Willamette conducts a salary survey every other year. Salary data from United Way World Wide, direct contact with United Ways of similar size, 990 salary data, local non-profit surveys, and other job specific information from the Portland metro area are analyzed. Staff salaries and salary survey data are reviewed by the UWCW leadership team to ensure that each position falls within the appropriate salary range. The Board of Directors reviews the compensation of organization officers. |
| Form 990, Part VI, Section C, line 19 | United Way of Columbia-Willamettes governing documents, code of ethics, conflict of interest policy, and anti-discrimination policy are available upon request. The audited financial statements, IRS Form 990, and the Annual Report are available on the website. |
| Form 990, Part XI, line 9: | Change in value of perpetual trusts 54,201. Net increase in net assets from acquisition 1,497,486. |
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