UNITED WAY OF JACKSON COUNTY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF JACKSON COUNTY INC (EIN 93-0576632)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202241339349310054
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T17:44:29-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 STEWART AVENUE SUITE 301 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930576632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF JACKSON COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5417735339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HAWTHORNE STREET | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEE ANNE EVERSON | PersonNm |
| Person Title | CEO/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5417735339 | PhoneNum |
| Signature | 2022-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEE | PersonFirstNm |
| Person Last | ANNE EVERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | APRIL STITH | PreparerPersonNm |
| PTIN | P01245039 | PTIN |
| Phone | 5418571040 | PhoneNum |
| Preparation | 2022-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEE ANNE EVERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HAWTHORNE STREET | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,090,993 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYOFJACKSONCOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | MOBILIZING CARING TO AFFECT CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 1300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,477,169 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,520,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,785 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,518 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,496,954 | PYTotalRevenueAmt |
| CY Total Revenue | $6,599,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $222,867 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,487,650 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $526,288 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $519,941 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $145,669 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $739,635 | PYOtherExpensesAmt |
| CY Other Expenses | $648,673 | CYOtherExpensesAmt |
| PY Total Expenses | $1,488,790 | PYTotalExpensesAmt |
| CY Total Expenses | $4,656,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,164 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,943,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,412,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,272,249 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $187,761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,737 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,224,439 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,196,512 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,019,103 | ExpenseAmt |
| Grant | $3,266,150 | GrantAmt |
| Desc | UNITED WAY RESPONDED TO BOTH THE COVID-19 PANDEMIC AND THE WILDFIRES THAT DEVASTED JACKSON COUNTY IN SEPTEMBER 2020. THIS DISASTER RESPONSE WORK WAS ALL-CONSUMING FOR THE ORGANIZATION IN FY20-21. IN MARCH 2020 UWJC ESTABLISHED A FUND TO PROVIDE FINANCIAL SUPPORT TO INDIVIDUALS, FAMILIES, AND SMALL BUSINESSES IMPACTED BY COVID-19, AS WELL AS LOCAL NONPROFIT ORGANIZATIONS FOR THEIR EXTRAORDINARY EXPENSES RELATED TO COVID-19 RELIEF EFFORTS. WE RECEIVED $2 MILLION FROM JACKSON COUNTY IN JULY 2020 TO PROVIDE TO INDIVIDUALS IN NEED. DISTRIBUTIONS OF COUNTY FUNDING TOTALING $1,905,445 WERE MADE DURING THE FISCAL YEAR. WE LAUNCHED THE FIRE FUND CAMPAIGN ON SEPTEMBER 8, 2020, THE DAY THE ALMEDA AND SOUTH OBENCHAIN FIRES DESTROYED THE HOMES, BUSINESSES, AND LIVES OF THOUSANDS OF JACKSON COUNTY RESIDENTS. FIRE FUND CONTRIBUTIONS TOTALED $3,365,358 DURING THE FISCAL YEAR. IN NOVEMBER 2020 WE LAUNCHED A GRANT CYCLE FOR INDIVIDUALS, FAMILIES, AND SMALL BUSINESSES TO PROVIDE FUNDS FOR IMMEDIATE NEEDS. A MULTILINGUAL APPLICATION PROCESS WAS PUT IN PLACE. GRANTS TOTALING $1,360,705 WERE DISTRIBUTED DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $109,436 | ExpenseAmt |
| Desc | 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 TWENTY 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $258,169 | ExpenseAmt |
| Grant | $221,500 | GrantAmt |
| Desc | 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 FIFTY 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,386,708 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 | 0 | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | 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 | 0 | 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 | DEE ANNE EVERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417735339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HAWTHORNE STREET | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JASON LUKASZEWICZ | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DON KANIA | ||||||
| SECOND VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRANDE COWDEN | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AARON HOEFLING | ||||||
| FIRST VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BECKY SNYDER | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE BARRY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLEY BOLEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS DUBOSE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN THORNDIKE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEELIA WARNER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY BELKIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIM CLAYTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUE SLACK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HOWARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIAH SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY BAUER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTI BENNION | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE JONES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA VEGA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV CHRISTINA G KUKUK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ERB | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY NOAH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY FARBER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR BRET CHAMPION | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LANCE REYES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEE ANNE EVERSON | ||||||
| CEO/EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $129,975 | $0 | $19,156 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $129,975 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,156 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $4,408,480 | FederatedCampaignsAmt |
| Government Grants | $2,109,250 | GovernmentGrantsAmt |
| All Other Contributions | $2,384 | AllOtherContributionsAmt |
| Total Contributions | $6,520,114 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,775 | TotalRevenueColumnAmt |
| Exclusion | $33,775 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $537,104 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $491,361 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,743 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,743 | TotalRevenueColumnAmt |
| Exclusion | $45,743 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,599,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $79,518 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,500 | TotalAmt |
| Program Services | $221,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,266,150 | TotalAmt |
| Program Services | $3,266,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,059 | TotalAmt |
| Program Services | $122,447 | ProgramServicesAmt |
| Management And General | $15,306 | ManagementAndGeneralAmt |
| Fundraising | $15,306 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,847 | TotalAmt |
| Program Services | $142,936 | ProgramServicesAmt |
| Management And General | $62,896 | ManagementAndGeneralAmt |
| Fundraising | $63,015 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,752 | TotalAmt |
| Program Services | $6,202 | ProgramServicesAmt |
| Management And General | $775 | ManagementAndGeneralAmt |
| Fundraising | $775 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,121 | TotalAmt |
| Program Services | $27,541 | ProgramServicesAmt |
| Management And General | $12,278 | ManagementAndGeneralAmt |
| Fundraising | $12,302 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,162 | TotalAmt |
| Program Services | $23,694 | ProgramServicesAmt |
| Management And General | $7,228 | ManagementAndGeneralAmt |
| Fundraising | $7,240 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,027 | TotalAmt |
| Program Services | $23,654 | ProgramServicesAmt |
| Management And General | $6,372 | ManagementAndGeneralAmt |
| Fundraising | $28,001 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656 | TotalAmt |
| Program Services | $459 | ProgramServicesAmt |
| Management And General | $99 | ManagementAndGeneralAmt |
| Fundraising | $98 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,995 | TotalAmt |
| Program Services | $33,597 | ProgramServicesAmt |
| Management And General | $7,199 | ManagementAndGeneralAmt |
| Fundraising | $7,199 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,662 | TotalAmt |
| Program Services | $6,064 | ProgramServicesAmt |
| Management And General | $1,299 | ManagementAndGeneralAmt |
| Fundraising | $1,299 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,721 | TotalAmt |
| Program Services | $5,405 | ProgramServicesAmt |
| Management And General | $1,158 | ManagementAndGeneralAmt |
| Fundraising | $1,158 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,933 | TotalAmt |
| Program Services | $3,611 | ProgramServicesAmt |
| Management And General | $1,161 | ManagementAndGeneralAmt |
| Fundraising | $1,161 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600 | TotalAmt |
| Program Services | $420 | ProgramServicesAmt |
| Management And General | $90 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,672 | TotalAmt |
| Program Services | $14,203 | ProgramServicesAmt |
| Management And General | $4,735 | ManagementAndGeneralAmt |
| Fundraising | $4,734 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,420 | TotalAmt |
| Program Services | $12,194 | ProgramServicesAmt |
| Management And General | $2,613 | ManagementAndGeneralAmt |
| Fundraising | $2,613 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,522 | TotalAmt |
| Program Services | $3,166 | ProgramServicesAmt |
| Management And General | $678 | ManagementAndGeneralAmt |
| Fundraising | $678 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY PROJECTS | Desc |
| Total | $473,465 | TotalAmt |
| Program Services | $473,465 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,656,264 | TotalAmt |
| Program Services | $4,386,708 | ProgramServicesAmt |
| Management And General | $123,887 | ManagementAndGeneralAmt |
| Fundraising | $145,669 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,555 | BOYAmt |
| EOY | $441,140 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,376 | BOYAmt |
| EOY | $1,838,311 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,367 | BOYAmt |
| EOY | $135,235 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,553 | BOYAmt |
| EOY | $2,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $448,032 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,191 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,962 | BOYAmt |
| EOY | $375,841 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,387 | BOYAmt |
| EOY | $479,172 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,200 | BOYAmt |
| EOY | $3,272,249 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,903 | BOYAmt |
| EOY | $50,082 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,426 | BOYAmt |
| EOY | $25,655 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,432 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,761 | BOYAmt |
| EOY | $75,737 | 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 | $589,342 | BOYAmt |
| EOY | $868,994 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,097 | BOYAmt |
| EOY | $2,327,518 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,439 | BOYAmt |
| EOY | $3,196,512 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,200 | BOYAmt |
| EOY | $3,272,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,943,368 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $28,705 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,033,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,368,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,072,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,477,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,520,114 | CurrentTaxYearAmt |
| Total | $11,472,290 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,033,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,368,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,072,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,477,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,520,114 | CurrentTaxYearAmt |
| Total | $11,472,290 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,418 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,444,872 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,775 | CurrentTaxYearAmt |
| Total | $90,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,563,168 | TotalSupportAmt |
| Public Support CY170 | 0.98980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95050 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,588 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,705 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $361,293 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $345,979 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,391 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $332,588 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $340,111 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,868 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $345,979 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $337,412 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,699 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $340,111 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $336,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $828 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $337,412 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | 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 | $96,702 | OtherCostOrOtherBasisAmt |
| Book Value | $96,702 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,061 | DepreciationAmt |
| Book Value | $184,370 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,997 | OtherCostOrOtherBasisAmt |
| Book Value | $62,997 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,902 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,130 | DepreciationAmt |
| Book Value | $31,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $375,841 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN LATHAM TRUST | $248,177 |
| ASSETS RESTRICTED BY DONORS | $230,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $479,172 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,629,919 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,582 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $28,705 | OtherRevenueAmt |
| Revenue Not Reported | $30,287 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,599,632 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,599,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,657,846 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,582 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,582 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,656,264 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,656,264 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADDICTIONS RECOVERY CENTER | |||||||
| 1003 E MAIN ST SUITE 104 | MEDFORD | OR | 97501 | 930645605 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| ASHLAND FAMILY YMCA | |||||||
| 540 YMCA WAY | ASHLAND | OR | 97520 | 930386976 | 501(C)(3) | $6,400 | GENERAL SUPPORT |
| CASA | |||||||
| 409 N FRONT ST | MEDFORD | OR | 97501 | 943215621 | 501(C)(3) | $13,000 | GENERAL SUPPORT |
| CENTER FOR NONPROFIT LEGAL SERVICES | |||||||
| PO BOX 1586 | MEDFORD | OR | 97501 | 237227761 | 501(C)(3) | $9,500 | GENERAL SUPPORT |
| CHILDREN'S ADVOCACY CENTER | |||||||
| 816 W 10TH ST | MEDFORD | OR | 97501 | 943079497 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| COMMUNITY VOLUNTEER NETWORK | |||||||
| ONE WEST MAIN ST 300 | MEDFORD | OR | 97501 | 930892261 | 501(C)(3) | $16,000 | GENERAL SUPPORT |
| COMMUNITY WORKS | |||||||
| 2594 E BARNETT RD SUITE C | MEDFORD | OR | 97504 | 930892261 | 501(C)(3) | $11,580 | GENERAL SUPPORT |
| COMPASS HOUSE | |||||||
| 37 N IVY ST | MEDFORD | OR | 97501 | 931294230 | 501(C)(3) | $8,000 | GENERAL SUPPORT |
| CONSUMER CREDIT COUNSELING SERVICE OF SO | |||||||
| 820 CRATER LAKE AVE 202 | MEDFORD | OR | 97504 | 930585893 | 501(C)(3) | $7,000 | GENERAL SUPPORT |
| FAMILY NURTURING CENTER THE | |||||||
| 212 N OAKDALE AVE | MEDFORD | OR | 97501 | 161726574 | 501(C)(3) | $12,500 | GENERAL SUPPORT |
| HEARTS WITH A MISSION | |||||||
| 521 EDWARDS RD | MEDFORD | OR | 97501 | 208678122 | 501(C)(3) | $8,000 | GENERAL SUPPORT |
| JACKSON COUNTY SART | |||||||
| 2305 ASHLAND ST C-418 | ASHLAND | OR | 97520 | 810650183 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| KIDS UNLIMITED | |||||||
| 821 N RIVERSIDE AVE | MEDFORD | OR | 97501 | 931329922 | 501(C)(3) | $15,391 | GENERAL SUPPORT |
| LIVING OPPORTUNITIES | |||||||
| 717 MURPHY RD | MEDFORD | OR | 97504 | 930640525 | 501(C)(3) | $18,000 | GENERAL SUPPORT |
| RESOLVE | |||||||
| 1237 N RIVERSIDE AVE 25 | MEDFORD | OR | 97501 | 931040395 | 501(C)(3) | $6,500 | GENERAL SUPPORT |
| ROGUE RETREAT | |||||||
| 711 E MAIN ST 25 | MEDFORD | OR | 97504 | 931261999 | 501(C)(3) | $5,296 | GENERAL SUPPORT |
| ROGUE VALLEY COUNCIL OF GOVERNMENTS | |||||||
| 155 N 1ST ST | CENTRAL POINT | OR | 97502 | 930611406 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| ROGUE VALLEY FAMILY YMCA | |||||||
| 522 W 6TH ST | MEDFORD | OR | 97501 | 930391645 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| SOUTHERN OREGON CHILD & FAMILY COUNCIL - HEADSTART | |||||||
| PO BOX 3697 | CENTRAL POINT | OR | 97502 | 930564896 | 501(C)(3) | $12,500 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PANDEMIC ASSISTANCE TO INDIVIDUALS TO PAY BILLS | 1095 | $1,905,445 |
| FINANCIAL ASSISTANCE FOR FIRE SURVIVORS FOR IMMEDIATE AND INTERMEDIATE NEEDS | 824 | $1,360,705 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | UNITED WAY RESPONDED TO BOTH THE ONGOING COVID-19 PANDEMIC AND THE WILDFIRES THAT DEVASTED JACKSON COUNTY IN SEPTEMBER 2020. THIS DISASTER RESPONSE WORK WAS ALL-CONSUMING FOR THE ORGANIZATION IN FY20-21. |
| 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 INTEREST PARTY UPON REQUEST. THE ORGANIZATION POSTS ITS AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST 28,705. |
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