2023-11-03T14:31:34-07:00 2022-12-31 201726392 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 97301 990 2022-01-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 Rhonda Wolf CEO 2023-11-03 true Rhonda Wolf 999009999 true Michelle A Pecora P00009440 5037791902 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Matthew Casebeer 12380908 false X WWW.UNITEDWAYMWV.ORG X 1937 OR Our work is centralized around four focus areas: developing housing for all, strengthening children and families, building community capacand meeting basic needs. 15 15 123 1696 0 5754195 11664531 155287 137968 76755 81725 9400 5986237 11893624 1066564 608833 0 1203305 1365311 0 223378 3522746 7934478 5792615 9908622 193622 1985002 5554350 6803051 994579 501899 4559771 6301152 Uniting people and resources to build thriving and resilient communities. We find every dollar we can to address these critical issues, but we are more than fundraisers. Our work is centralized around four focus areas; developing housing for all, strengthening children and families, building community capacity, and meeting basic needs. Guided by these, we look for innovative projects, we support area service partners with grant funding and work to increase resources for our tri-county area. false false 9134469 608833 Community Impact:For over eighty years, United Way of the Mid-Willamette Valley (UWMWV or United Way) has built bridges to the community that focused on developing resources for nonprofits. Today, UWMWV reachs for higher outcomes, addresses wider gaps, and cultivates a culture of collaboration and partnership to assure equity, inclusion and diversity are a part of every part of its work. Here are some highlights of UWMWV's work in 2022:SANTIAM CANYON WILDFIRE RELIEF AND RECOVERY: 2022 IMPACT: 1,069 SERVED 510 VOLUNTEERS, 3680 VOLUNTEER HOURS. When wildfires wreaked havoc across the region in 2020, forcing thousands of people to evacuate and seek shelter, UWMWV immediately jumped into action. In 2022, UWMWV continued to serve and to support the wildfire recovery efforts in a wide variety of ways. UWMWV hosted many individual/family survivors at various events through its Good360 program in order to get supplies and replacements for both temporary housing and rebuilt housing needs. UWMWV sent children from families impacted by wildfires to Summer Camp. UWMWV also served as fiscal sponsor for the Long-Term Recovery Group (LTRG) - a group committed to restoring family housing to pre-fire condition. During 2022, UWMWV donated a tiny home to a needy family that had lost their house in the fire and supported the building of sheds for multiple families in need of temporary storage.GOOD360 GIFTS IN KIND PROGRAM: 2022 IMPACT: 190,464 community members served through 242 non-profit organizations, 928 VOLUNTEERS, 4260 VOLUNTEER HOURS. As the regional hub for this national program, UWMWV is uniquely positioned to support hundreds of area service providers, schools, faith-based groups and other nonprofit partners. The Good360 Gifts in Kind Program continued to grow exponentially in the last year. In 2022, the program provided goods valued at $5.2 million to those in need which allowed area non-profits organizations, faith-based groups and schools to use their program dollars on other things. OREGON STATE CHARITABLE FUND DRIVE: 2022 IMPACT: $681,351 PLEDGED FOR 447 STATEWIDE CHARITIES. UWMWV served as the Managing Organization of the State of Oregon's Employee Charitable Fund Drive that occurs annually each fall. In 2022, UWMWV planned, coordinated and operated a campaign that reached over 70,000 state employees and worked with nineteen federations representing 699 charities. UWMWV was responsible for raising, tracking, and distributing the campaign funds.AWESOME 3000: 2022 IMPACT: 14 COMMUNITY VOLUNTEERS PLANNED FOR 2023 EVENT. The Awesome 3000 planning began in 2022. Awesome 3000, once billed as the largest youth fun run west of the Mississippi, will resume after a three-year hiatus under the leadership of the United Way. The Awesome 3000 will serve as a fundraiser for the Salem-Keizer School Fund. The proceeds of the run will go towards Salem-Keizer School District grants for innovative practices.EMERGENT NEED GRANTING: 2022 IMPACT: $219,000 AWARDED, 5 PROVIDERS SERVED. Through UWMWV's various programs and partnerships, UWMWV supported several different causes and charities that provided important community efforts and needs. UWMWV's grant supported foundational school technical education efforts in rural Yamhill County, migrant farmer support, refugee support, mental health support and dental hygiene for children. SAFESLEEP UNITED WOMENS SHELTER: 2021 IMPACT: 5,348 SHELTER NIGHTS and 8,948 MEALS PROVIDED TO OVER 194 UNDUPLICATED WOMEN: As one of the most vulnerable populations, the women who were unsheltered in the community need a safe, reliable place to sleep safely for the night. Working with its partners, United Way established a unique and vital low barrier shelter where women can feel safe sleeping for the evening. Low barrier reflects a housing-first approach, where people are welcomed as they are, without needing to be clean, sober, employed, or employable as entry criteria. UWMWV staff meet and serve women where they are at as long as they can do activities of daily living independently and behave generally respectfully. Of the 194 women and children United Way sheltered in 2022, seventy-five individuals, or 39%, moved to living arrangements that are considered to be more stable than a temporary emergency shelter. COTTAGES UNITED PROGRAM: This program creates a sustainable, affordable solution to the ever-growing issue of seniors at risk of homelessness. HUD considers a person housing burdened if their monthly housing costs are greater than 30% of a persons income. Many older Oregonians are entitled to Social Security benefits. However, these benefits (currently averaging $1,529 per month for an individual) remain well below the poverty line and often fail to cover the cost of housing. UWMWV's plan is to build twenty-five cottages, right next to Swegle Elementary, creating a community partnership between seniors and this school. In 2021, United Way acquired the land and completed the bulk of the background work to lay the foundation for the next phase of this complicated but necessary project. In 2022, United Way continued fundraising and organizational efforts for this project with a goal of breaking ground in 2023.SCHOOL AGE ENRICHMENT: 2022 IMPACT: 2,808 STUDENTS SERVED, 84 VOLUNTEERS, 6,384 HOURS. This program provided equitable programming for academic enrichment at nine different school sites including elementary, middle, and high schools to encourage youth development and to promote family involvement. College and Career readiness was also offered at area high schools with mentors who provided one on one assistance to high school students with post-secondary plans. 9134469 true true false false false true false false false true true false false false true true false true false false false false false false false false false true false false false false false false false false false false true false false false true true false false false true 32 0 true 123 true false false false false false false false 0 false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false OR X X Rhonda Wolf 5033631651 455 BLILER AVE NE SALEM OR 97301 RHONDA WOLF CEO 40.00 0.00 X 105500 0 12113 JORDAN TRUITT Director 1.00 0.00 X 0 0 0 LUIS MOLINA Director 1.00 0.00 X 0 0 0 KEVIN CAMERON Secretary 1.00 0.00 X X 0 0 0 MATTHEW CASEBEER CHAIR 1.00 0.00 X X 0 0 0 GEOFF TIFFANY Director 1.00 0.00 X 0 0 0 RANDI BURAL Director 1.00 0.00 X 0 0 0 KATIE COSTIC Director 1.00 0.00 X 0 0 0 LESA GOFF Director 1.00 0.00 X 0 0 0 RYAN RASMUSSEN VICE CHAIR 1.00 0.00 X X 0 0 0 MORGAN SUND Treasurer 1.00 0.00 X X 0 0 0 ALEJANDRO VAZQUEZ Director 1.00 0.00 X 0 0 0 TAMI LEVIN Director 1.00 0.00 X 0 0 0 RAUL MARQUEZ Director 1.00 0.00 X 0 0 0 RICARDO SOTO GONZALES Director 1.00 0.00 X 0 0 0 WENDY LAUDETTE Director 1.00 0.00 X 0 0 0 105500 12113 1 false false false 0 3933428 1249885 6481218 6255382 11664531 Administrative Fees 900099 99325 99325 Fee for Service 900099 37418 37418 Participation Fees 900099 1225 1225 137968 43169 43169 0 0 9400 9400 9400 9400 525840 487284 38556 38556 38556 0 0 0 0 11893624 147368 81725 608833 608833 0 0 0 117613 38812 44693 34108 0 1021283 700745 177382 143156 6386 4382 1109 895 99962 68588 17362 14012 120067 82383 20854 16830 0 1368 179 1189 40528 4725 34838 965 0 0 9207 9207 100630 98360 2270 25170 3938 21232 72520 17218 54499 803 14265 3979 10187 99 0 51903 22161 29742 5960 4110 1850 0 1934 1334 600 1382 590 792 41797 1187 40610 46633 19910 26723 26326 300 26026 Distribution of Donated Goods 5221076 5221076 CONTRACT SVS - LT RECOVERY GRP 2124987 2124987 Community Impact Program Exp 94028 93983 45 CENTURY 21 ALLOCATED COSTS 21950 21950 32814 12689 7615 12510 9908622 9134469 550775 223378 291471 884907 556836 523915 1200183 812793 297054 0 0 325000 325000 533631 1573674 14910 17211 1697174 479248 1259003 1217926 1367399 1146814 0 0 0 5917 3757 5554350 6803051 192103 211127 330113 472363 290772 994579 501899 X 3878225 4692743 681546 1608409 4559771 6301152 5554350 6803051 1985002 -243621 X false true X true false X 2116545 3098957 5800836 5754195 11664531 28435064 0 0 2116545 3098957 5800836 5754195 11664531 28435064 0 28435064 35952 38309 28098 43048 43169 188576 0 0 28623640 0.99340 0.99120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 15500 415992 true true 248419 -29685 218734 224874 23545 248419 178653 46220 224873 151441 27212 178653 161642 -10201 151441 false false false 426000 426000 1109625 382776 726849 161549 96472 65077 1217926 CAPITAL LEASE PAYABLE 31117 DESIGNATIONS PAYABLE 259655 290772 X 11418178 -243621 -243621 11661799 231825 231825 11893624 9676797 9676797 231825 231825 9908622 Part X : FIN48 Footnote United Way is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Exemptions from the State of Oregon corporation excise tax are provided by Oregon Revised Statutes 317.080. In any year in which United Way has gross receipts from unrelated business activities of $1,000 or more, it must file Form 990-T with the Internal Revenue Service and pay tax on such income, less any related deductions. There was no such income for the years ended December 31, 2022 or 2021.United Way follows US GAAP related to the recognition of uncertain tax positions. These standards provide detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions. These standards require an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position would not be sustained if examined by a taxing authority. Management has determined that United Way had no uncertain tax positions as of December 31, 2022 and 2021, and therefore no amounts have been accrued.United Way files informational and income tax returns in the United States, state and local jurisdictions, as applicable. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $231825 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $231825 true BLAZER INDUSTRIES INC 945 OLNEY ST AUMSVILLE OR 97325 69080 0 BUILDING OF SHEDS BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 931038306 25000 0 BASIC NEEDS CENTER FOR HOPE & SAFETY 605 CENTER ST NE SALEM OR 97301 510141214 6261 0 OPERATIONS CHURCH OF JESUS CHRIST OF LDS 33222 DORSET LANE PHILOMATH OR 97370 870234341 7000 0 DESIGNATIONS Emanuel Bible Church of Salem 8512 Sunnyview Rd NE SALEM OR 97305 936028951 42012 0 DESIGNATIONS ENCOMPASS YAMHILL COUNTY PO BOX 1634 MCMINVILLE OR 97128 853081668 25000 0 BASIC NEEDS FAMILY YMCA OF MARIONPOLK CO PO BOX 110 SALEM OR 97308 930386982 11000 0 CAPACITY BLDG/WILDFIRE RELIEF/DAF FIRED UP INC PO BOX 12788 SALEM OR 97309 452697448 8000 0 DESIGNATIONS JAPANESE INTL BAPTIST CHURCH 8500 SW SPRUCE ST PORTLAND OR 97223 931019706 6500 0 DESIGNATIONS LONG-TERM RECOVERY GROUP 455 BLILER AVE NE SALEM OR 97301 863082227 8518 0 CAPACITY BUILDING MISSION FELLOWSHIP 9933 CHAPIN LN N SALEM OR 97303 833813260 21905 0 DESIGNATIONS MWV COMM ACTION AGENCY 2475 CENTER ST NE SALEM OR 97301 237056987 7556 0 DESIGNATIONS NORTHSIDE COMMUNITY CHURCH 1800 N HOSKINS ST NEWBERG OR 97132 930811883 7930 0 DESIGNATIONS RIVER WEST CHURCH 2000 COUNTRY CLUB RD LAKE OSWEGO OR 97034 931028863 9100 0 DESIGNATIONS SALEM FOR REFUGEES 1400 BROADWAY ST NE SALEM OR 97301 863735350 50000 0 BASIC NEEDS SANTIAM SIT TEAM 1401 N 10TH AVE STAYTON OR 97383 881210159 0 47815 NET BOOK VALUE TINY HOME WILDFIRE RELIEF SHERIDAN SCHOOL DISTRICT 435 SOUTH BRIDGE ST SHERIDAN OR 97378 74000 0 CAPACITY BUILDING THE NORTHWEST HUB 1230 BROADWAY ST NE SALEM OR 97301 320439729 46000 0 CAPACITY BUILDING/DAF DISB WILLAMETTE HUMANE SOCIETY 4246 TURNER RD SE SALEM OR 97317 930577975 12511 0 DESIGNATIONS 17 2 Grantmaker's Description of How Grants are Used UNITED WAY GRANT PROCESSThe grant process is open year-round, with the caveat of available funding. Grants are accepted online and presented to the board of directors with a summary of available funds. United Way requires funded organizations to submit two reports during the funding period, one at six-months after the award date and a final report at the year anniversary. The reports ask the organization to provide narrative and details describing how the grant monies were used, how the funding impacted the communities served, what outputs were created, the number of partners involved in the project(s), what outcomes were achieved, how sustainability was created to maintain the project(s) ongoing and the number and demographic of clients served. The CEO and Chief Program Officer review the reports submitted by the grantees. If a grantee is underperforming, a remediation plan is created. The directors review and provide recommendations to the board when grantees fail to fulfill grant outcomes or fail to complete and submit the required reports. In addition, funded partners are required to provide financial reports and documents as part of their year-end report.United Way/Willamette MBA Community Grant PartnershipThe United Way partners with Willamette Universitys Philanthropic Investment for Community Impact program by contributing $120,000 to be allocated through community grants that support United Ways funding initiatives. The program operates under the externally facing name of the Willamette MBA Community Grant Program since the course was launched in the fall of 2016. This course is a central component of Willamette MBAs not-for-profit management concentration and helps build future leaders in the sector.Each academic year, a new cohort of second-year MBA students oversees the Willamette MBA Community Grant Program and designs a competitive grant cycle. While there is some continuity year over year, each cohort is unique in background, personality, and approach. Each cohort chooses their mission, vision, values, and principles which serve as a guide for decision making. They also choose their own funding areas and criteria for evaluation. To inform these decisions, they learn from not-for-profit leaders and learn about the issues affecting Marion, Polk, and Yamhill counties.The program uses a two-step application process starting with a letter of intent open to all organizations. After an initial review, select organizations are invited to complete a full proposal. Students review applicants based upon several criteria, including an evaluation of leadership, organizational capacity, indicators of project/program success, and financial health. Finalists are invited to host an onsite visit. Final evaluation of applicants occurs in March, and grants are awarded in April of each year. Students then follow up with grantees at six-months and twelve-months after the grant award date. 6248690 SALES VALUE BUS PASSES 6692 SALES VALUE false true true Part I, Line 32, Hire and Use of Third Parties UNITED WAY USES AN INVESTMENT BROKER TO ACCEPT AND SELL DONATED PUBLICLY TRADED SECUITIES. FOR DONATED REAL ESTATE, UNITED WAY USES A REAL ESTATE AGENT TO SELL DONATED PROPERTY. Form 990, Part VI, Section B, Line 11b The Form 990 is reviewed and approved by United Ways CEO prior to its filing. In addition, the Form 990 is distributed to all board members for their review prior to its filing. Form 990, Part VI, Section B, Line 12c AN ANNUAL REVIEW IS PERFORMED OF THE CONFLICT OF INTEREST STATEMENTS FILED BY EACH MEMBER OF THE BOARD. Form 990, Part VI, Section B, Line 15a THE CEO'S SALARY REVIEW IS PERFORMED BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE FULL BOARD OF DIRECTORS. THE SALARY REVIEW PROCESS INCLUDES A COMPARISON TO THE COMPENSATION LEVELS OF OTHER CEO/EXECUTIVE DIRECTOR'S SALARIES OF SIMILAR SIZED UNITED WAY ORGANIZATIONS. THE BOARD HAS GIVEN THE AUTHORITY TO THE CEO TO SET STAFF SALARIES IN ACCORDANCE WITH ESTABLISHED RANGES AS LONG AS SALARIES ARE WITHIN THE BOARD APPROVED BUDGET. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. SAFESLEEP UNITED LLC 455 BLILER AVE NE SALEM OR 97301 853890734 OVERNIGHT WOMEN'S SHELTER OR 188330 UNITED WAY OF THE MID WILLAMETTE VALLEY UWMWV PROPERTIES LLC 455 BLILER AVE NE SALEM OR 97301 853898907 PROPERTY TRANSACTIONS OR UNITED WAY OF THE MID WILLAMETTE VALLEY UNITED COMMUNITY FOUNDATION 455 BLILER AVE NE SALEM OR 97301 853890509 UWMWV SUPPORTING ORGANIZATION OR 501(C)(3) 12a UNITED WAY OF THE MID WILLAMETTE VALLEY false CANOPI 455 BLILER AVE NE SALEM OR 97301 853899577 NON-PROFIT MANAGEMENT OR 501(c)(3) 7 UNITED WAY OF THE MID WILLAMETTE VALLEY false false false false false false false false false false false false false false false false false false false false