2023-05-12T18:04:14-05:00 2022-06-30 910189318 MOSS ADAMS LLP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2021-07-01 930576632 UNITED WAY OF JACKSON COUNTY INC UNIT 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 5417735339 2023-05-12 1 DEE ANNE EVERSON 999009999 APRIL STITH P01245039 5418571040 2023-05-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DEE ANNE EVERSON 60 HAWTHORNE STREET MEDFORD OR 97504 3633291 0 X WWW.UNITEDWAYOFJACKSONCOUNTY.ORG X 1969 OR MOBILIZING CARING TO AFFECT CHANGE. 25 25 8 1500 0 0 6520114 2309704 0 0 79518 -28708 0 0 6599632 2280996 3487650 221500 0 0 519941 601554 0 0 158559 648673 2525545 4656264 3348599 1943368 -1067603 3272249 2148226 75737 44039 3196512 2104187 X THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE. 0 0 1074911 UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN TO INVEST CRITICALLY NEEDED RESOURCES IN COMMUNITY IMPACT PROJECTS IN THE AREAS OF EDUCATION, INCOME, HEALTH AND TRANSPORTATION. THESE PROJECTS INCLUDE DAY OF CARING AND 20 DIFFERENT IMPACT PARTNERSHIPS INCLUDING THE BIG IDEA NEXT, FOCUSED ON STUDENTS ENROLLED IN ALTERNATIVE PROGRAMS OR SCHOOLS IN JACKSON COUNTY. HOPE CHEST IS UNITED WAY'S EMERGENCY CASH ASSISTANCE PROGRAM PARTNERING SOCIAL WORKERS AND CASE MANAGERS TO HELP WITH RENT, UTILITIES, MEDICAL EXPENSES AND MANY EMERGENCIES NOT FUNDED BY OTHER NONPROFITS. THIS PROGRAM WORKS TO CREATE FINANCIAL STABILIZATION AS WELL AS OUR PARTICIPATION WITH THE GREENWAY FOOD PROJECT AND CONTINUUM OF CARE. OUR HEALTH STRATEGY IS TO MAXIMIZE WELLNESS AND OUR IMPACT PARTNERSHIPS FOCUS ON PREVENTING CHILD ABUSE THROUGH THE ROGUE VALLEY CAP (CHILD ABUSE PROJECT), INCREASING NUTRITION EDUCATION THROUGH GREAT START, EAT SMART, AND A SUICIDE PREVENTION EFFORT CALLED IN THIS TOGETHER WITH PUBLIC SERVICE ANNOUNCEMENTS, FREE MENTAL HEALTH FIRST AID TRAINING AND SUICIDE PREVENTION TRAINING. OUR TRANSPORTATION STRATEGY IS TO REDUCE BARRIERS FOR PEOPLE TO GET TO WORK, TO SCHOOL AND TO NEEDED APPOINTMENTS. WE DO THIS IN PARTNERSHIP WITH THE ROGUE VALLEY TRANSPORTATION DISTRICT AND THE OREGON DEPARTMENT OF TRANSPORTATION AS WELL AS MANY COMMUNITY PARTNERS. UNITED WAY SERVES TWO OUT OF THREE PEOPLE IN JACKSON COUNTY AND SURROUNDING AREAS. 267502 221500 UNITED WAY COLLECTS DONOR DOLLARS TO INVEST FOR IMPACT IN PROGRAMS PROVIDING EDUCATION, INCOME, HEALTH AND TRANSPORTATION PROGRAMS SERVING TWO OUT OF THREE PEOPLE IN JACKSON COUNTY. THIS FISCAL YEAR, UNITED WAY FUNDED 30 PROGRAMS, INCLUDING EVERYTHING FROM EARLY CHILDHOOD PROGRAMS TO SENIOR MEALS AND MUCH OF LIFE THAT FALLS IN BETWEEN. DONOR DOLLARS CAN BE DESIGNATED TO A SPECIFIC 501(C)(3) AND UNITED WAY HONORS DONOR CHOICE. FEES ARE WITHHELD FOR FUNDRAISING, ADMINISTRATION AND PLEDGE LOSS. THE ALLOCATIONS PROCESS IS MANAGED BY VOLUNTEERS WHO RECEIVE TRAINING, REVIEW APPLICATIONS, CONDUCT SITE VISITS AND SCORE/EVALUATION EACH APPLICATION AND VISIT. VOLUNTEERS MAKE RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS WHO HAVE FINAL APPROVAL OF ALL ALLOCATIONS. 1688072 UNITED WAY RESPONDED TO BOTH THE COVID-19 PANDEMIC AND THE WILDFIRES THAT DEVASTATED JACKSON COUNTY IN SEPTEMBER 2020. THIS DISASTER RESPONSE WORK WAS ALL-CONSUMING FOR THE ORGANIZATION IN FY20-21. UNITED WAY CONTINUED TO RAISE AND DISTRIBUTE FUNDS TO FIRE SURVIVORS FOR PERMANENT HOUSING. 3030485 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 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 10 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X DEE ANNE EVERSON 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 40.00 X 138932 0 16265 AARON HOEFLING PRESIDENT 2.00 X X 0 0 0 DON KANIA FIRST VICE PRESIDENT 2.00 X X 0 0 0 BECKY SNYDER SECOND VICE PRESIDENT 2.00 X X 0 0 0 ANDY FARBER SECRETARY 2.00 X X 0 0 0 STEVE ERB TREASURER 2.00 X X 0 0 0 JULIE BARRY DIRECTOR 2.00 X 0 0 0 AMY BELKIN DIRECTOR 2.00 X 0 0 0 CHARLEY BOLEN DIRECTOR 2.00 X 0 0 0 DR BRET CHAMPION DIRECTOR 2.00 X 0 0 0 TIM CLAYTON DIRECTOR 2.00 X 0 0 0 BRANDE COWDEN DIRECTOR 2.00 X 0 0 0 BRENDA DOGGETT DIRECTOR 2.00 X 0 0 0 CHRIS DUBOSE DIRECTOR 2.00 X 0 0 0 JOHN HOWARD DIRECTOR 2.00 X 0 0 0 REV CHRISTINA G KUKUK DIRECTOR 2.00 X 0 0 0 FRANK LUCAS DIRECTOR 2.00 X 0 0 0 ROBB MAYERS DIRECTOR 2.00 X 0 0 0 SEANNE MCVARISH DIRECTOR 2.00 X 0 0 0 CATHY NOAH DIRECTOR 2.00 X 0 0 0 LANCE REYES DIRECTOR 2.00 X 0 0 0 DL RICHARDSON DIRECTOR 2.00 X 0 0 0 SUE SLACK DIRECTOR 2.00 X 0 0 0 MARIAH SMITH DIRECTOR 2.00 X 0 0 0 REBECCA SMITH DIRECTOR 2.00 X 0 0 0 DAN THORNDIKE DIRECTOR 2.00 X 0 0 0 KRISTI BENNION FORMER DIRECTOR 2.00 X 0 0 0 REBECCA VEGA FORMER DIRECTOR 2.00 X 0 0 0 138932 0 16265 1 0 1 0 0 1859141 250000 200563 2309704 1323587 1352295 -28708 -28708 -28708 2280996 0 0 -28708 221500 221500 161772 137507 8089 16176 305035 144961 81579 78495 7666 3465 2154 2047 83097 46008 18442 18647 43984 26185 8698 9101 30711 18402 6131 6178 12052 8437 1807 1808 51933 24964 16822 10147 10324 6194 2065 2065 8719 5231 1744 1744 13706 8160 2710 2836 22869 13721 4574 4574 18317 10990 3663 3664 5385 3231 1077 1077 FIRE ASSISTANCE 1436690 1436690 COMMUNITY PROJECTS 914839 914839 3348599 3030485 159555 158559 441140 380197 1838311 819870 135235 144579 2550 6727 448962 90508 375841 358454 479172 438399 3272249 2148226 50082 23206 25655 20833 75737 44039 X 868994 987977 2327518 1116210 3196512 2104187 3272249 2148226 X -1067603 -24722 X X 0 1 X 1 1 1 X 1368543 1072980 1477169 6520114 2309704 12748510 1368543 1072980 1477169 6520114 2309704 12748510 137272 12611238 14673 17471 15768 33775 0 81687 12830197 0.98290 0.98980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 361293 -24722 336571 332588 28705 361293 345979 -13391 332588 340111 5868 345979 337412 2699 340111 1.00000 1 0 96702 96702 200431 21912 178519 62997 62997 87902 68596 19306 930 930 358454 BENEFICIAL INTEREST IN LATHAM TRUST 223455 ASSETS RESTRICTED BY DONORS 214944 438399 2265524 9250 -24722 -15472 2280996 0 2280996 3357849 9250 9250 3348599 0 3348599 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST PART V, LINE 4: IN GENERAL, THE UNITED WAY OF JACKSON COUNTY USES EARNINGS ON ENDOWMENT FUNDS ANNUALLY TO SUPPORT PROGRAM SERVICE ACCOMPLISHMENTS, KEEPING THE ENDOWMENT FUNDS PRINCIPAL INTACT IN PERPETUITY. 1 ADDICTIONS RECOVERY CENTER 1003 E MAIN ST SUITE 104 MEDFORD OR 97501 930645605 501(C)(3) 10000 0 FMV MOBILE RESPONSE UNIT GENERAL SUPPORT ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 930386976 501(C)(3) 6400 0 FMV SCHOLARSHIPS FOR KIDS GENERAL SUPPORT CASA 409 N FRONT ST MEDFORD OR 97501 943215621 501(C)(3) 13000 0 FMV SAFE OUTCOMES FOR CHILDREN GENERAL SUPPORT CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 9500 0 FMV PATHWAYS TO SELF SUFFICIENCY GENERAL SUPPORT COMMUNITY VOLUNTEER NETWORK ONE WEST MAIN ST 300 MEDFORD OR 97501 930892261 501(C)(3) 16000 0 FMV FOSTER GRANDPARENT PROGRAM AND RSVP GENERAL SUPPORT COMMUNITY WORKS 2594 E BARNETT RD SUITE C MEDFORD OR 97504 930892261 501(C)(3) 11580 0 FMV SEXUAL ASSAULT VICTIMS AND DUNN HOUSE SHELTER GENERAL SUPPORT COMPASS HOUSE 37 N IVY ST MEDFORD OR 97501 931294230 501(C)(3) 8000 0 FMV GENERAL SUPPORT CONSUMER CREDIT COUNSELING SERVICE OF SO 820 CRATER LAKE AVE 202 MEDFORD OR 97504 930585893 501(C)(3) 7000 0 FMV GENERAL SUPPORT FAMILY NURTURING CENTER THE 212 N OAKDALE AVE MEDFORD OR 97501 161726574 501(C)(3) 12500 0 FMV STRENGTHENING PROTECTIVE FACTORS GENERAL SUPPORT HEARTS WITH A MISSION 521 EDWARDS RD MEDFORD OR 97501 208678122 501(C)(3) 8000 0 FMV FOOD AND FRIENDS SENIOR MEALS PROGRAM GENERAL SUPPORT JACKSON COUNTY SART 2305 ASHLAND ST C-418 ASHLAND OR 97520 810650183 501(C)(3) 7500 0 FMV SAFE KIDS - HEALTHY COMMUNITIES GENERAL SUPPORT KIDS UNLIMITED 821 N RIVERSIDE AVE MEDFORD OR 97501 931329922 501(C)(3) 15391 0 FMV SEXUAL ASSAULT ACUTE RESPONSE GENERAL SUPPORT LIVING OPPORTUNITIES 717 MURPHY RD MEDFORD OR 97504 930640525 501(C)(3) 18000 0 FMV ELEMENTARY AFTER SCHOOL PROGRAMS AND WOMEN PARENTS GENERAL SUPPORT RESOLVE 1237 N RIVERSIDE AVE 25 MEDFORD OR 97501 931040395 501(C)(3) 6500 0 FMV SUPPORTED LIVING AND EMPLOYMENT GENERAL SUPPORT ROGUE RETREAT 711 E MAIN ST 25 MEDFORD OR 97504 931261999 501(C)(3) 5296 0 FMV RESTORATIVE JUSTICE IN SOUTHERN OREGON SCHOOLS GENERAL SUPPORT ROGUE VALLEY COUNCIL OF GOVERNMENTS 155 N 1ST ST CENTRAL POINT OR 97502 930611406 501(C)(3) 7500 0 FMV SUPPORTIVE SERVICES AND WILL GRANT GENERAL SUPPORT ROGUE VALLEY FAMILY YMCA 522 W 6TH ST MEDFORD OR 97501 930391645 501(C)(3) 7500 0 FMV YMCA FINANCIAL ASSISTANCE PROGRAM GENERAL SUPPORT SOUTHERN OREGON CHILD & FAMILY COUNCIL - HEADSTART PO BOX 3697 CENTRAL POINT OR 97502 930564896 501(C)(3) 12500 0 FMV FAMILY PARTNERS GENERAL SUPPORT 19 PART I, LINE 2: THE UNITED WAY CONDUCTS BI-ANNUAL SITE VISITS WITH VOLUNTEER REVIEWERS, MID-CYCLE (ANNUAL REPORTING) EVALUATIONS ON OUTCOME TARGETS AND ACHIEVEMENTS, SUCCESS STORY AND DEMOGRAPHIC REPORTING. FINANCIAL REPORTING IS REQUIRED BASED ON THE FUNDING LEVEL AND BUDGET OF THE GRANTEE ORGANIZATION. THE LOWEST LEVEL OF REPORTING IS FOR ORGANIZATIONS WITH LESS THAN $500,000 BUDGETS WHO RECEIVE LESS THAN $10,000 ANNUALLY. THESE ORGANIZATIONS ARE REQUIRED TO SUBMIT TO THE UNITED WAY A COPY OF THEIR IRS FORM 990. ORGANIZATIONS WHO RECEIVE MORE THAN $10,000 ANNUALLY ARE ALSO REQUIRED TO SUBMIT TO THE UNITED WAY A COPY OF THEIR ANNUAL INDEPENDENTLY AUDITED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 137477 0 0 0 1455 0 4124 0 12141 0 155197 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE ORGANIZATION REVIEWS THE FORM 990 BEFORE IT IS FILED AND THE BOARD IS OFFERED REVIEW OPPORTUNITIES. A COPY OF THE FORM 990 IS GIVEN TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C VOLUNTEERS AND STAFF OF THE ORGANIZATION ARE REQUIRED TO ANNUALLY COMPLETE THE CODE OF ETHICS FORM, WHICH INCLUDES DISCLOSING POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, THE BOARD ASKS FOR DISCLOSURE OF POTENTIAL CONFLICTS BEFORE VOTING ON ALLOCATION OF FUNDS. FORM 990, PART VI, SECTION B, LINE 15A THE PERSONNEL COMMITTEE OF THE ORGANIZATION IS RESPONSIBLE FOR THE ANNUAL EVALUATION OF THE CEO/EXECUTIVE DIRECTOR. THE EVALUATION IS 360 DEGREES WITH INPUT FROM BOARD MEMBERS, PERSONNEL COMMITTEE MEMBERS, STAFF, AGENCY DIRECTORS, AND SELECTED COMMUNITY PARTNERS. THE UNITED WAY SUBSCRIBES AND PARTICIPATES IN A STATEWIDE NONPROFIT SALARY SURVEY PRODUCED BY MBL GROUP. THIS IS USED FOR COMPARABLE SALARY INFORMATION. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION POSTS ITS IRS FORM 990 ON ITS WEBSITE. OTHER GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE TO ANY INTERESTED PARTY UPON REQUEST. THE ORGANIZATION POSTS ITS AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST -24,722.