2022-05-02T17:16:59-05:00 2021-06-30 930743240 Hoffman Stewart & Schmidt PC 3 CenterPointe Drive Suite 300 Lake Oswego OR 970358663 990 2020-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032269321 619 SW 11th Avenue Ste 300 Portland OR 972052646 Cindy Adams President/CEO 5032269321 2022-05-02 1 Cindy Adams 999009999 Nathan Stamets P01931251 5032205900 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Cindy Adams 619 SW 11th Avenue Ste 300 Portland OR 972052646 37813880 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 17 17 68 4464 0 0 26932181 37531473 76873 19450 508901 244955 4675 18002 27522630 37813880 16501428 5783141 0 0 4221638 3708506 0 0 1611052 6479355 7878970 27202421 17370617 320209 20443263 22306039 45244176 5866082 5048106 16439957 40196070 X Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. 0 0 8776185 1137706 Convening/Backbone SupportEarly Learning Hubs - Early Learning Multnomah and Early Learning Washington County are two of sixteen state-designated early learning hubs throughout Oregon. Oregon's early learning hubs are designed to create an aligned and coordinated early childhood system of services and supports for families to ensure that children have what they need to thrive in school and life. Each hub is working locally to make early learning resources and supports more available, more accessible, and more effective for children and families that have historically been underrepresented in services. (See Schedule O for more information) The Oregon Census Equity Funders Committee of Oregon (CEFCO) is a collaborative of philanthropic organizations working to reduce the undercount in the 2020 census by partnering with public agencies to raise funds and implement an equitable Hard to Count Campaign, #WeCountOregon, through a pooled and aligned Oregon Census Equity Fund (OCEF). United Way of the Columbia Willamette is the fiscal agent and backbone of the OCEF.The Albina Rockwood Promise Neighborhood Initiative (ARPNI) is a collaborative of seven non-profit organizations working to empower students and families of color to achieve academic and economic success. In partnership with two school districts, the ARPNI provides culturally specific and responsive services to students and families from early childhood through college/career. United Way of the Columbia Willamette supports the evaluation work of the collaborative, leading two surveys: a biennial neighborhood survey and annual school climate survey. 5423909 4645435 18002 Community InvestmentSafety Net Grants - The Safety Net funding strategy is designed to provide critical aid for our 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. Safety Net partnerships are one-year in length and the grant amount varies by organization. (See Schedule O for more information) 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. 298034 19450 Hands On Greater Portland provides a link for individuals, families, corporate and community groups to join together and engage in meaningful volunteer opportunities across the Greater Portland region. Hands On Greater Portland offers unique, fun, and flexible ways to get connected and involved, and provides volunteer management resources to the nonprofit sector. 14498128 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 28 0 1 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 0.50 X 0 0 0 Chris Delaney Director 0.50 X 0 0 0 Sean Edwards Director 0.50 X 0 0 0 Troy Emerson Director 0.50 X 0 0 0 John Ewert Chair 0.50 X X 0 0 0 Heather Friend Director 0.50 X 0 0 0 Greg Geshel Director 0.50 X 0 0 0 Jason Green Secretary 0.50 X X 0 0 0 Mihir Patel Director 0.50 X 0 0 0 Mark Poling Director 0.50 X 0 0 0 Patrick Purvis Director 0.50 X 0 0 0 Diane Rosenbaum Director 0.50 X 0 0 0 Kim Spaulding Director 0.50 X 0 0 0 Todd Spear Director 0.50 X 0 0 0 Pradeep Tempalli Treasurer 0.50 X X 0 0 0 Keith Wymbs Director 0.50 X 0 0 0 Charlene Zidell Director 0.50 X 0 0 0 Cindy Adams Chief Excutive Officer 50.00 X 249671 0 18760 Amanda Whalen Chief Impact Officer 50.00 X 149930 0 7313 Kori Dye-Gregg VP-Finance 50.00 X 126763 0 17451 Dave Rogers Chief Development Officer 50.00 X 54501 0 2463 Aaron Mckay Director of Information Technology 50.00 X 104029 0 18920 684894 0 64907 4 0 1 0 Washington County HHS Suite 270 MS 25 155 N First Ave Hillsboro OR 97124 Early Learning 2293635 Mulnomah County (DCHS) 421 SW Oak St Ste 240 Portland OR 97204 Early Learning 1006370 Immigrant & Refugee Community Organizati 10301 NE Glisan St Portland OR 97220 Successful Families 2020 686396 Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 Successful Families 2020 548496 Latino Network 410 NE 18th Ave Portland OR 97213 Successful Families 2020 462008 22 9693022 27838451 37531473 Service fees 900099 19450 19450 19450 244955 244955 Other 900099 18002 18002 18002 37813880 37452 0 244955 5783141 5783141 750143 220235 300135 229773 2340908 1251769 339343 749796 35103 23568 3266 8269 363404 189009 48514 125881 218948 108330 38076 72542 98327 98327 913284 474555 220979 217750 33326 22969 10357 276713 248638 12765 15310 100230 56031 19304 24895 18430 9720 5347 3363 136461 117778 7951 10732 271527 155647 55588 60292 Convening/backbone supp 5730130 5730130 300542 106608 111842 82092 17370617 14498128 1261437 1611052 4572114 3668587 899836 3843769 4479727 227568 203968 5773542 3334302 2662480 2439240 8453728 32235775 739699 1155361 906845 1061518 22306039 45244176 3344814 2915678 1109195 2063540 649767 68888 762306 5866082 5048106 X 12189885 33520923 4250072 6675147 16439957 40196070 22306039 45244176 X 20443263 3158177 154673 X 0 1 X 1 0 X 28851637 22889785 22542207 26932181 37531473 138747283 28851637 22889785 22542207 26932181 37531473 138747283 20119616 118627667 163788 210330 229940 187395 244955 1036408 13291 53123 27421 4675 18002 116512 139900203 394981 0.84790 0.95420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3663067 813004 4464 4471607 3692638 16040 59645 105256 3663067 3635351 159874 102587 3692638 3532371 203277 100297 3635351 3318033 312348 98010 3532371 0.73000 0.27000 1 0 295333 295333 4474744 2495275 1979469 1003465 839027 164438 2439240 X 38575507 3158177 146477 154673 3459327 35116180 98327 2599373 2697700 37813880 14819394 146477 146477 14672917 98327 2599373 2697700 17370617 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 154,673. Part XI, Line 4b - Other Adjustments: Pledges designated by donors 2,599,373. Part XII, Line 4b - Other Adjustments: Pledges designated by donors 2,599,373. 1 American Red Cross Oregon Pacific PO Box 73857 Chicago IL 60673 530196605 501(c)3 5389 Donor Choice American Red Cross-Disaster Relief PO Box 73857 Chicago IL 60673 530196605 501(c)3 7903 Donor Choice Ainsworth United Church of Christ 2941NEAinsworthSt Portland OR 97211 131957221 501(c)3 5040 Donor Choice Black United Fund of Oregon 2828 NE Alberta St Portland OR 97211 930843267 501(c)3 9653 Donor Choice Bridgetown Church 2120NETillamookSt Portland OR 97212 811992757 501(c)3 15517 Donor Choice Brown Hope 1001SESandyBlvd Portland OR 97214 824843276 501(c)3 15000 Donor Choice Center for Women's Leadership - PO Box 243 Portland OR 97207 930619733 501(c)3 84041 Donor Choice Central City Concern 232NW6thAve Portland OR 97209 930728816 501(c)3 5182 Donor Choice De La Salle North Catholic High School 7528NFenwickAve Portland OR 97217 931287554 501(c)3 6300 Donor Choice Doernbecher Children's Hospital 1121SWSalmonStSte201 Portland OR 97205 930579589 501(c)3 17138 Donor Choice Ecumenical Ministries of Oregon 2941 NE Ainsworth Portland OR 97211 930625359 501(c)3 11211 Donor Choice Feed the Mass 2305 SE 50th Ave Portland OR 97215 811208403 501(c)3 20000 Donor Choice Francis Center POBox66336 Portland OR 97290 237098425 501(c)3 5000 Donor Choice Friendly House - Senior Service Center 2617NWSavier Portland OR 97210 930524232 501(c)3 8631 Donor Choice GAP - Gas Assistance Program 619SW11thAve Portland OR 97205 930582124 501(c)3 7140 Donor Choice Global Leadership Foundation USA Duke St Alexandria VA 22314 202209263 501(c)3 10000 Donor Choice Habitat for Humanity of Oregon POBox11452 Portland OR 97211 931180321 501(c)3 10010 Donor Choice Hear the Cry Ministry 10500SWNimbusAveBuildingT Portland OR 97223 200368851 501(c)3 16313 Donor Choice Imago Dei Community Church POBox14429 Portland OR 97293 931277176 501(c)3 9200 Donor Choice Income Programs - 257East200SouthSuite300 SaltLakeCty UT 84111 870227091 501(c)3 13471 Donor Choice IRCO Immigrant and Refugee AttnRowanneHaley10301NEGlisanSt Portland OR 97220 930806295 501(c)3 7945 Donor Choice Labor's Community Service Agency Inc 9955SEWashingtonStSuite211 Portland OR 97216 237393223 501(c)3 5400 Donor Choice Lawyers' Campaign for Equal Justice 620SW5thAveSuite1225 Portland OR 97204 931193792 501(c)3 6285 Donor Choice LDS - Humanitarian Aid Fund 50 E North Temple Rm 1521 Salt Lake City UT 84150 870234341 501(c)3 21170 Donor Choice LifeWorks NW 5010NE33rdAve Portland OR 97211 930502822 501(c)3 11573 Donor Choice Milwaukie-Oak Grove Health Center - 3727NEMartinLutherKingJrBlvd Portland OR 97212 936031270 501(c)3 19510 Donor Choice Nature Conservancy 4245 N Fairfax Dr St 100 Arlington VA 22203 530242652 501(c)3 6158 Donor Choice NorthStar Clubhouse 8915SWCenterSt Tigard OR 97223 930685734 501(c)3 18333 Donor Choice Northwest Outward Bound School 1411SWMorrisonStSuite250 Portland OR 97205 453463744 501(c)3 50000 Donor Choice OPB Radio 7140SWMacadamAve Portland OR 97219 930814638 501(c)3 5646 Donor Choice Oregon FFA Foundation POBox1165 Canby OR 97013 202430301 501(c)3 10200 Donor Choice Oregon Food Bank-Washington County POBox55370 Portland OR 97238 931229766 501(c)3 21675 Donor Choice Oregon Humane Society 1067NEColumbiaBlvd Portland OR 97211 930386880 501(c)3 15965 Donor Choice Oregon Humanities 921SWWashingtonStSuite150 Portland OR 97205 930716419 501(c)3 10072 Donor Choice Our House of Portland 2727 SE Alder St Portland OR 97214 930986632 501(c)3 5673 Donor Choice Pacific Northwest College of Art 511NWBroadway Portland OR 97209 931139187 501(c)3 5000 Donor Choice Pacific University 2043CollegeWayUCBoxA162 ForestGrove OR 97116 930386892 501(c)3 24000 Donor Choice Police2Peace 2370WHwy89aSte11-198 Sedona AZ 86336 832915192 501(c)3 10000 Donor Choice Portland Rotary Charitable Trust 1155SWMorrisonStSuite200 Portland OR 97205 936031284 501(c)3 50000 Donor Choice Regional Arts & Culture Council 411NWParkAveSuite101 Portland OR 97209 931059037 501(c)3 5584 Donor Choice Rood Family Pavilion - Doernbecher 1121 SW Salmon St St 200 Portland OR 97205 237083114 501(c)3 7094 Donor Choice Rose Haven POBox10405 Portland OR 97296 205922682 501(c)3 20000 Donor Choice Royal Ridges Retreat POBox3010 BattleGround WA 98604 943088285 501(c)3 6945 Donor Choice Salem Rotary Foundation PO Box 3981 Salem OR 97302 237060946 501(c)3 100000 Donor Choice Self Enhancement Inc 3920NKerbyAve Portland OR 97227 931086629 501(c)3 11476 Donor Choice Sunshine Division Inc 687NThompsonSt Portland OR 97227 930429354 501(c)3 8253 Donor Choice The Freshwater Trust 700SWTaylorStSuite200 Portland OR 97205 930843521 501(c)3 10751 Donor Choice The Nature Conservancy of Oregon 110114thStNWSte1400 Washington DC 20005 237305963 501(c)3 12889 Donor Choice Transit Employee Support Team POBox13332 Portland OR 97213 271215210 501(c)3 10993 Donor Choice Union Gospel Mission 3NWThirdAve Portland OR 97209 930401258 501(c)3 11607 Donor Choice United Way of Jackson County OR 60 Hawthorne St Medford OR 97504 930576632 501(c)3 34114 Donor Choice United Way of King County - 720SecondAve Seattle WA 98104 910565555 501(c)3 23777 Donor Choice United Way of Lane County 3171GatewayLp Springfield OR 97477 930394142 501(c)3 11456 Donor Choice United Way of Linn Benton & Lincoln PO Box 905 Albany OR 97231 930470252 501(c)3 6167 Donor Choice United Way of the Mid-Willamette Valley 455BlilerAveNE Salem OR 97301 930395586 501(c)3 10666 Donor Choice United Way of the National Capitol Area 1577SpringHillRdSte420 Vienna VA 22182 530234290 501(c)3 10430 Donor Choice Virginia Garcia Memorial Foundation PO Box 486 Cornelius OR 97141 912077840 501(c)3 9403 Donor Choice Westside Church of Christ 5525SWMenloDrive Beaverton OR 97005 930698686 501(c)3 5412 Donor Choice Willamette West Habitat for Humanity POBox11527 Portland OR 97211 930801200 501(c)3 7514 Donor Choice Yale University POBox2038 NewHaven CT 65210 066078326 501(c)3 124199 Donor Choice Community Alliance of Tenants 2710NE14thAve Portland OR 97212 311571929 501(c)3 5321 Donor Choice Womenspace POBox50127 Eugene OR 97405 930692905 501(c)3 47477 Donor Choice Wigglin' Home Boxer Rescue POBox1354 BattleGround WA 98604 812751560 501(c)3 7319 Donor Choice Wilsonville High School Booster Club POBox2028 Wilsonville OR 97070 931170509 501(c)3 6748 Donor Choice United Way of Cowlitz & Wahkiakum 1338CommerceAveSuite206 Longview WA 98632 910609306 501(c)3 5552 Donor Choice Red Desert Humane Society 310YellowstoneRd RockSprings WY 82901 830307099 501(c)3 6448 Donor Choice Backpack Program - First United 560 Columbia Blvd St Helens OR 97051 930559024 501(c)3 6600 Donor Choice United Way Dixie POBox895 StGeorge UT 84771 870637720 501(c)3 59415 Donor Choice Hacienda Community Development Corp 6700NEKillingsworthSt Portland OR 97218 930979064 501(c)3 48019 Multnomah County Grants IRCO Immigrant and Refugee AttnRowanneHaley10301NEGlisanSt Portland OR 97220 930806295 501(c)3 391265 Multnomah County Grants Kairos PDX POBox12190 Portland OR 97212 460987167 501(c)3 26677 Multnomah County Grants Latino Network 240NBroadwaySuite214 Portland OR 97227 731675402 501(c)3 426834 Multnomah County Grants Metropolitan Family Service 1808SEBelmont Portland OR 97214 930397825 501(c)3 213417 Multnomah County Grants Miracle Theater Group 425 SE 6th Ave Portland OR 97214 930907543 501(c)3 32013 Multnomah County Grants Naya Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)3 390392 Multnomah County Grants Self Enhancement Inc 3920NKerbyAve Portland OR 97227 931086629 501(c)3 409052 Multnomah County Grants Urban League of Portland 10NRussell Portland OR 97227 930395590 501(c)3 80031 Multnomah County Grants Casa de la Cultura Tlanese 2435 Burlington St Salem OR 97305 680674742 501(c)3 46500 Early Learning Exp 211 Info 7535NEAmbassadorPlaceSuiteB Portland OR 97220 930784586 501(c)3 70000 Safety Net Clackamas Service Center POBox2620 Clackamas OR 97015 930626175 501(c)3 10000 Safety Net Community Action 1001 SW Baseline Hillsboro OR 97123 930554941 501(c)3 50682 Safety Net Community Housing Resource Center 103E29thSt Vancouver WA 98663 911641351 501(c)3 20000 Safety Net Council For the Homeless 2500MainSt Vancouver WA 98660 912001828 501(c)3 41282 Safety Net Home Forward AttnAccounting135SWAshSt Portland OR 97204 203448706 501(c)3 84446 Safety Net Metropolitan Family Service 1808SEBelmont Portland OR 97214 930397825 501(c)3 100000 Safety Net Northwest Housing Alternatives Inc 2316SEWillardSt Milwaukie OR 97222 930814473 501(c)3 21590 Safety Net 9110MIC2021 Wildfire Relief and Recovery PO Box 18606 Salem OR 97305 900663871 501(c)3 5000 Safety Net Grants 9110NARA2021 Wildfire Relief and Recovery 1776 SW Madison St Portland OR 97205 237098400 501(c)3 5000 Safety Net Grants Field Grant Amendment Payment - Public PO Box 1027 Ashland OR 97520 823366190 501(c)3 55000 Safety Net Grants 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 Chief Excutive Officer 249671 0 0 0 0 0 7458 0 11302 0 268431 0 0 0 Amanda Whalen Chief Impact Officer 149930 0 0 0 0 0 4502 0 2811 0 157243 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 154,673.