2023-04-24T17:31:19-05:00 2022-06-30 930743240 Hoffman Stewart & Schmidt PC 3 CenterPointe Drive Suite 300 Lake Oswego OR 970358663 990 2021-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032269321 619 SW 11th Avenue Ste 300 Portland OR 972052646 Kelly O'Lague President/CEO 5032269321 2023-04-24 1 Kelly OLague 999009999 Nathan Stamets P01931251 5032205900 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Kelly O'Lague 619 SW 11th Avenue Ste 300 Portland OR 972052646 15216617 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 15 15 56 4172 0 0 37531473 12868440 19450 65510 244955 1276517 18002 6187 37813880 14216654 5783141 6746736 0 0 3708506 3971581 0 0 1629907 7878970 4345574 17370617 15063891 20443263 -847237 45244176 37900645 5048106 3820988 40196070 34079657 X Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. 0 0 6584620 2734717 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 new 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. 4950191 4012019 6187 Community Investment Housing Stability: Last year, 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.Additionally, UWCW awarded $1.2 million to Bybee Lakes Hope Center. The grant more than doubled the housing shelter's capacity from 126 to 318 beds, including the rainbow residential wing that will offer culturally responsive services to the LGBTQIA+ community and increased capacity to serve families and individuals.Community Safety Net: The Community Safety Net funding strategy is designed to provide critical aid for the most vulnerable families through short-term, non-competitive investments in supportive programs that provide housing, food, heat, utilities, and other essential needs for individuals that, due to an unforeseen personal crisis, disaster, or emergency in their lives, would benefit from additional assistance.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. 271586 65510 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. 11806397 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 56 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA OR X X Kori Gregg 5032289131 619 SW 11TH Avenue Portland OR 972052646 Isaac Cardona Director 1.00 X 0 0 0 Chris Delaney Director 1.00 X 0 0 0 Sean Edwards Director 1.00 X 0 0 0 Troy Emerson Director 1.00 X 0 0 0 John Ewert Chair 1.00 X X 0 0 0 Heather Friend Director 1.00 X 0 0 0 Greg Geshel Director 1.00 X 0 0 0 Jason Green Secretary 1.00 X X 0 0 0 Mihir Patel Director 1.00 X 0 0 0 Patrick Purvis Director 1.00 X 0 0 0 Diane Rosenbaum Director 1.00 X 0 0 0 Kim Spaulding Director 1.00 X 0 0 0 Pradeep Tempalli Treasurer 1.00 X X 0 0 0 Keith Wymbs Director 1.00 X 0 0 0 Charlene Zidell Director 1.00 X 0 0 0 Cindy Adams Former President / CEO 50.00 X 318627 0 14279 David Rogers Chief Development Officer 50.00 X 149259 0 16842 Kori Dye-Gregg VP - Finance 50.00 X 134987 0 15996 Amanda Whalen Former Chief Impact Officer 50.00 X 85310 0 588 Dahnesh Medora Chief Impact Officer 50.00 X 59222 0 4161 Aaron McKay Director - IT 50.00 X 114775 0 16803 Frances Sallah Early Learning Director 50.00 X 101804 0 21592 Margaret Day Early Learning Director 50.00 X 104892 0 10762 Aimeera Flint Former VP of Equity, Culture & Talent 50.00 X 105647 0 6921 Richard Doughty Sr. FP&A 50.00 X 100899 0 2069 1275422 0 110013 8 0 1 0 Multnomah County (DCHS) 421 SW Oak St Ste 240 Portland OR 97204 Early Learning 666791 Oregon Public Health Institute 401 NE 19th Ave 2nd Floor Portland OR 97232 Early Learning 280647 Washington County HHS Suite 270 MS 25 155 N First Ave Hillsboro OR 97124 Early Learning 176517 UPIC Solutions 334 Beechwood Rd Ste 500 Ft Mitchell KY 41017 IT Services 149688 Immigrant & Refugee Community Organizati 10301 NE Glisan St Portland OR 97220 Early Learning 124165 7 5635827 7232613 12868440 Service fees 900099 65510 65510 65510 532106 532106 1744374 999963 744411 744411 744411 Other 900099 6187 6187 6187 14216654 71697 0 1276517 6746736 6746736 799270 215861 317436 265973 2592523 1461690 450849 679984 14826 10051 1494 3281 331446 172416 67646 91384 233516 111481 54121 67914 128016 128016 1479063 852294 357696 269073 53290 12447 5435 35408 183673 147610 20762 15301 122009 65800 28733 27476 46527 16914 26075 3538 351117 319736 16776 14605 196084 106274 45433 44377 Convening/backbone supp 1474010 1474010 311785 93077 107115 111593 15063891 11806397 1627587 1629907 3668587 2765828 4479727 4055438 203968 225734 5801978 3531360 2439240 2270618 32235775 26578395 1155361 1155525 1061518 849107 45244176 37900645 2915678 2929436 2063540 891552 68888 5048106 3820988 X 33520923 29540168 6675147 4539489 40196070 34079657 45244176 37900645 X -847237 -5056765 -212411 X 0 1 X 1 1 1 X 22889785 22542207 26932181 37531473 12868440 122764086 22889785 22542207 26932181 37531473 12868440 122764086 17986992 104777094 210330 229940 187395 244955 532106 1404726 53123 27421 4675 18002 6187 109408 124278220 286171 0.84310 0.84790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4471607 -674454 212099 3585054 3663067 813004 4464 4471607 3692638 16040 59645 105256 3663067 3635351 159874 102587 3692638 3532371 203277 100297 3635351 0.14700 0.85300 1 0 295333 295333 4474744 2909135 1565609 1031901 622225 409676 2270618 X 6102852 -5056765 115850 -212411 -5153326 11256178 128016 2832460 2960476 14216654 12219265 115850 115850 12103415 128016 2832460 2960476 15063891 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 -212,411. Part XI, Line 4b - Other Adjustments: Pledges designated by donors 2,832,460. Part XII, Line 4b - Other Adjustments: Pledges designated by donors 2,832,460. 1 AntFarm 39140 Proctor Blvd Sandy OR 97055 931326167 501(c)3 10000 0 Community Investment Grants Bridging Cultures PO Box 244 Canby OR 97013 270741796 501(c)3 16500 0 Community Investment Grants Bridge- Pamoja PO Box 86550 Portland OR 97286 812563221 501(c)3 35000 0 Community Investment Grants Centro de Servicios Para Campesinos 300 Young St Woodburn OR 97071 931326961 501(c)3 32000 0 Community Investment Grants Centro Cultural of Washington County PO Box 708 Cornelius OR 97113 930728816 501(c)3 27500 0 Community Investment Grants Centro Latino Americano 944 W 5th Ave Eugene OR 97402 205682797 501(c)3 30000 0 Community Investment Grants DevNW 212 Main St Springfield OR 97477 930739188 501(c)3 10000 0 Community Investment Grants Doulas Latinas International 620 NW 8th St Gresham OR 97030 930579589 501(c)3 25000 0 Community Investment Grants El Sol Neighborhood Educational Center 766 North Waterman Ave San Bernadino CA 92374 330552297 501(c)3 45000 0 Community Investment Grants Estacada Area Food Bank PO Box 1196 Estacada OR 97023 930840416 501(c)3 10000 0 Community Investment Grants Euvalcree 67 SW 2nd Ave Ontario OR 97914 931001285 501(c)3 50000 0 Community Investment Grants Familias en Accion 2710 NE 14th Avenue Portland OR 97212 931284335 501(c)3 16500 0 Community Investment Grants Great Spirit United Methodist Church 3917 NE Shaver St Portland OR 97212 931164114 501(c)3 47000 0 Community Investment Grants The Hearth 400 Morton St Ashland OR 97520 410682405 501(c)3 16500 0 Community Investment Grants Helping Hands Re-Entry Outreach Centers PO Box 413 Seaside OR 97138 271158468 501(c)3 1200000 0 Community Investment Grants Interfaith Movement for Immigrant Justice 2710 NE 14th Ave Portland OR 97212 263396186 501(c)3 16500 0 Community Investment Grants KALOHCC 2900 SE Cornelius Pass Rd Suite 111 Hillsboro OR 97123 842980282 501(c)3 18000 0 Community Investment Grants Latino Network 410 NE 18th Ave Portland OR 97213 731675402 501(c)3 30000 0 Community Investment Grants Living Islands Non- Profit PO Box 366 Lake Oswego OR 97034 462626255 501(c)3 18000 0 Community Investment Grants LULAC Oregon 2957 SE Brookwood Ave Hillsboro OR 97123 862345057 501(c)3 46500 0 Community Investment Grants Mano A Mano 2921 Saddle Club St SE 109 Salem OR 97317 930992858 501(c)3 20000 0 Community Investment Grants Micronesian Islander Community PO Box 18606 Salem OR 97305 381557622 501(c)3 15000 0 Community Investment Grants NOWIA Unete PO Box 143 Medford OR 97501 760039071 501(c)3 37000 0 Community Investment Grants Native American Rehabilitation Assoc of the Northwest Inc 1776 SW Madison St Portland OR 97205 460414390 501(c)3 22000 0 Community Investment Grants The Next Door Inc 965 Tucker Rd Hood River OR 97031 930600421 501(c)3 41500 0 Community Investment Grants OneApp 3519 NE 15th Ave 381 PORTLAND OR 97212 462324277 501(c)3 29545 0 Community Investment Grants Oregon Law Center 522 SW Fifth Ave Suite 812 Portland OR 97204 931194564 501(c)3 100000 0 Community Investment Grants Cascade Relief Team 1428 Liberty St NE Salem OR 97301 852967657 501(c)3 15000 0 Community Investment Grants PCUN 300 Young St Woodburn OR 97071 931313795 501(c)3 47500 0 Community Investment Grants Peacekeeper Society PO Box 441 Harrah WA 98933 473686988 501(c)3 10000 0 Community Investment Grants Raices de Bienestar 2459 SE TV Highway PMB 104 Hillsboro OR 97123 873645309 501(c)3 135268 0 Community Investment Grants REAP Inc 10808 NE Halsey Portland OR 97220 931315162 501(c)3 40000 0 Community Investment Grants Rogue Climate PO Box 1980 Phoenix OR 97535 464714467 501(c)3 16500 0 Community Investment Grants Rural Organizing Project PO Box 664 Cottage Grove OR 97424 931159856 501(c)3 30000 0 Community Investment Grants Samoa Pacific Development Corporation 4320 N Willis Blvd Portland OR 97203 200233741 501(c)3 18000 0 Community Investment Grants Nikka S Tahan 1627 Portola St Davis CA 95616 605729292 501(c)3 60000 0 Community Investment Grants Team for Economic Action in Molalla PO Box 472 Molalla OR 97038 542078452 501(c)3 40000 0 Community Investment Grants Utopia PDX 2808 NE MLK Jr Blvd Unit 31 Portland OR 97212 822838257 501(c)3 50000 0 Community Investment Grants Adopt-A-Native-Elder 328 W Gregson Ave Salt Lake City UT 84115 870490211 501(c)3 10000 0 CEFCO Project Expense Affirmation LGBTQ Mormons Families & Friends 299 S Main St Suite 1300 PMB 94106 Salt Lake City UT 94106 954298774 501(c)3 10000 0 CEFCO Project Expense Arabian Horse Rescue PO Box 1046 Boring OR 97009 465637009 501(c)3 10000 0 CEFCO Project Expense Big Brothers Big Sisters of America (BBBS) 2502 N Rocky Point Drive Tampa FL 33607 231365190 501(c)3 25000 0 CEFCO Project Expense Burrito Brigade 770 Bailey Hill Rd Eugene OR 97402 473100942 501(c)3 10000 0 CEFCO Project Expense CASA for Children Inc 1401 NE 68th Ave Portland OR 97213 930923866 501(c)3 10000 0 CEFCO Project Expense Chamber Music Northwest 2300 SW 1st Ave Ste 103 Portland OR 97201 237355562 501(c)3 10000 0 CEFCO Project Expense College Possible 532 SE Grand Ave Portland OR 97214 912127405 501(c)3 10000 0 CEFCO Project Expense David's Harp 11261 NE Knott St Portland OR 97220 930771871 501(c)3 166185 0 CEFCO Project Expense Eastern Idaho Community ActionPartnership PO Box 51098 Idaho Falls ID 83405 820297279 501(c)3 10000 0 CEFCO Project Expense Ko-Falen Cultural Center 1424 SE Oak St Portland OR 97214 421761763 501(c)3 10000 0 CEFCO Project Expense Midnight Mission 601 S San Pedro Street Los Angeles CA 90014 951691293 501(c)3 10000 0 CEFCO Project Expense Northeast Community Center 1630 NE 38th Ave Portland OR 97232 202154935 501(c)3 10000 0 CEFCO Project Expense Oregon Friends of Shelter Animals 4240 SW 185th Avenue Beaverton OR 97007 200003876 501(c)3 10000 0 CEFCO Project Expense PDX Diaper Bank PO Box 22613 Portland OR 97269 455546960 501(c)3 10000 0 CEFCO Project Expense Sacred Earth Foundation 401 Ekone Rd Goldendale WA 98620 262272458 501(c)3 10000 0 CEFCO Project Expense The Salvation Army 345 Columbus SE Albany OR 97321 930568432 501(c)3 10000 0 CEFCO Project Expense Somos Hispanas Unidas Silverton 512 N 1st St Silverton OR 97381 208552744 501(c)3 10000 0 CEFCO Project Expense Bonnie Lynne Pickens Lerner 3828 NE 36th Ave Portland OR 97212 624328378 501(c)3 43165 0 Fiscal Sponsorship - Grants Out Raices de Bienestar 2459 SE TV Highway PMB 104 Hillsboro OR 97123 873645309 501(c)3 49741 0 Fiscal Sponsorship - Grants Out Ruth Zuniga 1103 SE 51st Ave Hillsboro OR 97123 619670300 501(c)3 72725 0 Fiscal Sponsorship - Grants Out Multnomah County (DCHS) 421 SW Oak St Ste 240 Portland OR 97204 936002309 115(1) 424720 0 Early Learning Exp Oregon Public Health Institute 401 NE 19th Ave 2nd Floor Portland OR 97232 931259522 501(c)3 96339 0 Early Learning Exp Washington County HHS Suite 270 MS 25 155 N First Ave Hillsboro OR 97124 936002316 115(1) 1765475 0 Early Learning Exp American Red Cross of Northwest Oregon Chapter PO Box 4125 Portland OR 97208 131962771 501(c)3 10534 0 Donor Choice 37080 American Red Cross - Oregon Pacific Chapter Federated Payment Processing PO Box 73857 Chicago IL 60673 131962771 501(c)3 7464 0 Donor Choice Black United Fund of Oregon 2828 NE Alberta St Portland OR 97211 201242136 501(c)3 15396 0 Donor Choice Blanchet House of Hospitality 310 NW Glisan St Portland OR 97209 936031009 501(c)3 6048 0 Donor Choice Bridgetown Church 2120 NE Tillamook St Portland OR 97212 811992757 501(c)3 18465 0 Donor Choice Lawyers Campaign for Equal Justice 620 SW 5th Avenue Suite 1225 Portland OR 97204 931193792 501(c)3 7563 0 Donor Choice Creating Friendships for Peace c/o Valerie Brennan 920 Ware Street SW Vienna VA 22180 450666188 501(c)3 10000 0 Donor Choice De La Salle North Catholic High School 7528 N Fenwick Ave Portland OR 97217 931287554 501(c)3 5500 0 Donor Choice Doernbecher Children's Hospital Foundation 1121 SW Salmon St Ste 201 Portland OR 97205 930579589 501(c)3 9380 0 Donor Choice EarthShare Oregon PO Box 426056 Washington DC 20042 946069890 501(c)3 24817 0 Donor Choice Ecumenical Ministries of Oregon Interchurch Center Ste B 0245 SW Bancroft St Portland OR 97239 203710367 501(c)3 11212 0 Donor Choice Free Clinic of Southwest Washington 4100 Plomondon St Vancouver WA 98661 911707542 501(c)3 17715 0 Donor Choice Friendly House Inc 2617 NW Savier St Portland OR 97210 930524232 501(c)3 11351 0 Donor Choice Global Leadership Foundation USA c/o Jim Keppler 18 Duke St Alexandria VA 22314 202209263 501(c)3 25000 0 Donor Choice Habitat for Humanity of Oregon PO Box 11452 Portland OR 97211 931180321 501(c)3 8255 0 Donor Choice Home Share Oregon PO Box 18222 Portland OR 97218 863754694 501(c)3 50000 0 Donor Choice Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 9688 0 Donor Choice Jubitz Family Foundation 221 NW 2nd Ave Suite 204 Portland OR 97209 931324016 501(c)3 100000 0 Donor Choice Meals on Wheels People PO Box 19477 Portland OR 97280 930584318 501(c)3 10272 0 Donor Choice Local Independent Charities of America 100 Smith Ranch Road Ste 122 San Rafael CA 94903 943042430 501(c)3 8187 0 Donor Choice New Narrative 8915 SW Center St Tigard OR 97223 930685734 501(c)3 41710 0 Donor Choice Seeding Justice PO Box 12489 Portland OR 97212 870269232 501(c)3 5997 0 Donor Choice Morrison Child and Family Services 11035 NE Sandy Blvd Portland OR 97220 930354176 501(c)3 75366 0 Donor Choice Nature Conservancy 4245 N Fairfax Dr Ste 100 Arlington VA 22203 931187474 501(c)3 5561 0 Donor Choice Oregon Food Bank 7900 NE 33rd Dr Portland OR 97211 931229766 501(c)3 22724 0 Donor Choice Oregon Health & Science University Foundation (OHSF) 1121 SW Salmon St Ste 200 Portland OR 97205 930615601 501(c)3 7599 0 Donor Choice Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97211 930386880 501(c)3 17665 0 Donor Choice Oregon FFA Foundation College of Ag- Ag Ed Dept 108 Strand Ag Hall Corvallis OR 97331 202430301 501(c)3 10150 0 Donor Choice Northwest Outward Bound School 1411 SW Morrison St Suite 250 Portland OR 97205 453463744 501(c)3 10000 0 Donor Choice Planned Parenthood of the Columbia Willamette 3727 NE Martin Luther King Jr Blvd Portland OR 97212 936031270 501(c)3 12400 0 Donor Choice Police2Peace 2370 W Hwy 89a Ste 11-198 Sedona AZ 86336 832915192 501(c)3 10000 0 Donor Choice Portland Habitat for Humanity PO Box 11527 Portland OR 97211 930801200 501(c)3 11308 0 Donor Choice Portland Rotary Charitable Trust 1155 SW Morrison St Suite 200 Portland OR 97205 936031284 501(c)3 25000 0 Donor Choice PSU Foundation PO Box 243 Portland OR 97207 930401248 501(c)3 41710 0 Donor Choice Regional Arts & Culture Council 411 NW Park Ave Ste 101 Portland OR 97209 931059037 501(c)3 9098 0 Donor Choice Royal Ridges Retreat PO Box 3010 Battle Ground WA 98604 943088285 501(c)3 5923 0 Donor Choice A Jesus Church Family Inc 10500 SW Nimbus Ave Bldg T Portland OR 97223 200368851 501(c)3 17311 0 Donor Choice Sunshine Division Inc 687 N Thompson Portland OR 97227 271423723 501(c)3 13545 0 Donor Choice Union Gospel Mission 3rd NW Third Ave Portland OR 97209 930401258 501(c)3 11857 0 Donor Choice United Way of Columbia County PO Box 538 Rainier OR 97048 930433686 501(c)3 5265 0 Donor Choice Virginia Garcia Memorial Foundation PO Box 46149 Aloha OR 97007 930717997 501(c)3 5647 0 Donor Choice Yale University Provosts Office PO Box 208333 New Haven CT 06520 066078326 501(c)3 100000 0 Donor Choice Community Bible Church 500 N 10th St Central Point OR 97502 930606578 501(c)3 5265 0 Donor Choice - Out of Area Doernbecher Children's Hospital Foundation Peter O Kohler MD Pres OHSU 1121 SW Salmon St Ste 201 Portland OR 97205 930579589 501(c)3 7435 0 Donor Choice - Out of Area Primary Children's Hospital - Salt Lake 100 Mario Capecchi Dr Salt Lake City UT 84113 752792911 501(c)3 5761 0 Donor Choice - Out of Area University of Utah Attn Development Office 332 S 1400 E Suite 150 Salt Lake City UT 84112 876000525 501(c)3 7738 0 Donor Choice - Out of Area United Way of Deschutes County Attn Jane Wendell PO Box 5969 Bend OR 97708 936012576 501(c)3 9728 0 Donor Choice - Out of Area United Way of King County 720 2nd Ave Seattle WA 98104 952274801 501(c)3 42855 0 Donor Choice - Out of Area United Way of the Mid-Willamette Valley 455 Bliler Ave NE Salem OR 97301 930395586 501(c)3 8287 0 Donor Choice - Out of Area United Way of Salt Lake 257 East 200 South Suite 300 Salt Lake City UT 84111 870227091 501(c)3 38688 0 Donor Choice - Out of Area United Way of Southwest Wyoming 510 South Main St Rock Springs WY 82901 830233314 501(c)3 55829 0 Donor Choice - Out of Area Valley of the Sun United Way 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 860104419 501(c)3 19206 0 Donor Choice - Out of Area Woodbury University 7500 N Glenoaks Blvd Burbank CA 91504 952786163 501(c)3 7468 0 Donor Choice - Out of Area Clackamas Service Center PO Box 2620 Clackamas OR 97015 930626175 501(c)3 20000 0 Safety Net Community Action 1001 SW Baseline Street Hillsboro OR 97123 840509064 501(c)3 10000 0 Safety Net Council for the Homeless 2500 Main St Vancouver WA 98660 912001828 501(c)3 10000 0 Safety Net Home Forward Attn Accounting 135 SW Ash St Portland OR 97204 203448706 501(c)3 10000 0 Safety Net Metropolitan Family Service 230 NE Second Ave 2 Hillsboro OR 97124 930397825 501(c)3 100000 0 Safety Net Northwest Housing Alternatives 2316 SE Willard St Milwaukie OR 97222 930814473 501(c)3 10000 0 Safety Net 211 Info PO Box 11830 Portland OR 97211 930784586 501(c)3 50000 0 Safety Net NW Natural Attn Treasury PO Box 6017 Portland OR 97228 946076144 136216 0 GAP Part I, Line 2: 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. X X X X 0 0 0 0 0 0 0 0 0 Cindy Adams Former President / CEO 273627 0 45000 0 0 0 3375 0 10904 0 332906 0 0 0 David Rogers Chief Development Officer 149259 0 0 0 0 0 2240 0 14602 0 166101 0 0 0 Kori Dye-Gregg VP - Finance 134987 0 0 0 0 0 2026 0 13970 0 150983 0 0 0 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 nearly 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 kids of our region. Schools for kids: We are working to ensure that kids, 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 for kids: We are helping families meet basic needs and have a stable foundation so kids can focus in school. Communities for kids: We are activating the village. We mobilize over 20,000 volunteers a year by connecting them to projects that directly support kids in our region. Together, we can make our region a better place for everyone. Together, we are united for impact. 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 -212,411.