2022-05-13T17:44:29-05:00 2021-06-30 910189318 MOSS ADAMS LLP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2020-07-01 930576632 UNITED WAY OF JACKSON COUNTY INC UNIT 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 5417735339 2022-05-08 1 DEE ANNE EVERSON 999009999 APRIL STITH P01245039 5418571040 2022-05-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEE ANNE EVERSON 60 HAWTHORNE STREET MEDFORD OR 97504 7090993 0 X WWW.UNITEDWAYOFJACKSONCOUNTY.ORG X 1969 OR MOBILIZING CARING TO AFFECT CHANGE. 26 26 8 1300 0 0 1477169 6520114 0 0 19785 79518 0 0 1496954 6599632 222867 3487650 0 0 526288 519941 0 0 145669 739635 648673 1488790 4656264 8164 1943368 1412200 3272249 187761 75737 1224439 3196512 X THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE. 1 0 4019103 3266150 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. 109436 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. 258169 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 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. 4386708 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 1 0 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 26 26 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 JASON LUKASZEWICZ TREASURER 2.00 X X 0 0 0 DON KANIA SECOND VICE PRESIDENT 2.00 X X 0 0 0 BRANDE COWDEN PRESIDENT 2.00 X X 0 0 0 AARON HOEFLING FIRST VICE PRESIDENT 2.00 X X 0 0 0 BECKY SNYDER SECRETARY 2.00 X X 0 0 0 JULIE BARRY DIRECTOR 2.00 X 0 0 0 CHARLEY BOLEN DIRECTOR 2.00 X 0 0 0 CHRIS DUBOSE DIRECTOR 2.00 X 0 0 0 DAN THORNDIKE DIRECTOR 2.00 X 0 0 0 DEELIA WARNER DIRECTOR 2.00 X 0 0 0 AMY BELKIN DIRECTOR 2.00 X 0 0 0 TIM CLAYTON DIRECTOR 2.00 X 0 0 0 SUE SLACK DIRECTOR 2.00 X 0 0 0 JOHN HOWARD DIRECTOR 2.00 X 0 0 0 MARIAH SMITH DIRECTOR 2.00 X 0 0 0 KATHY BAUER DIRECTOR 2.00 X 0 0 0 KRISTI BENNION DIRECTOR 2.00 X 0 0 0 MICHELE JONES DIRECTOR 2.00 X 0 0 0 REBECCA SMITH DIRECTOR 2.00 X 0 0 0 REBECCA VEGA DIRECTOR 2.00 X 0 0 0 REV CHRISTINA G KUKUK DIRECTOR 2.00 X 0 0 0 STEVE ERB DIRECTOR 2.00 X 0 0 0 CATHY NOAH DIRECTOR 2.00 X 0 0 0 ANDY FARBER DIRECTOR 2.00 X 0 0 0 DR BRET CHAMPION DIRECTOR 2.00 X 0 0 0 LANCE REYES DIRECTOR 2.00 X 0 0 0 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 40.00 X 129975 0 19156 129975 0 19156 1 0 0 0 0 4408480 2109250 2384 6520114 33775 33775 537104 491361 45743 45743 45743 6599632 0 0 79518 221500 221500 3266150 3266150 153059 122447 15306 15306 268847 142936 62896 63015 7752 6202 775 775 52121 27541 12278 12302 38162 23694 7228 7240 58027 23654 6372 28001 656 459 99 98 47995 33597 7199 7199 8662 6064 1299 1299 7721 5405 1158 1158 5933 3611 1161 1161 600 420 90 90 23672 14203 4735 4734 17420 12194 2613 2613 4522 3166 678 678 COMMUNITY PROJECTS 473465 473465 4656264 4386708 123887 145669 139555 441140 280376 1838311 211367 135235 2553 2550 448032 72191 364962 375841 413387 479172 1412200 3272249 44903 50082 34426 25655 108432 0 187761 75737 X 589342 868994 635097 2327518 1224439 3196512 1412200 3272249 X 1943368 28705 X X 0 1 X 1 1 1 X 1033484 1368543 1072980 1477169 6520114 11472290 1033484 1368543 1072980 1477169 6520114 11472290 27418 11444872 9191 14673 17471 15768 33775 90878 11563168 0.98980 0.95050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 332588 28705 361293 345979 -13391 332588 340111 5868 345979 337412 2699 340111 336584 828 337412 1.00000 1 0 96702 96702 200431 16061 184370 62997 62997 87902 56130 31772 375841 BENEFICIAL INTEREST IN LATHAM TRUST 248177 ASSETS RESTRICTED BY DONORS 230995 479172 6629919 1582 28705 30287 6599632 0 6599632 4657846 1582 1582 4656264 0 4656264 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 GENERAL SUPPORT ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 930386976 501(C)(3) 6400 GENERAL SUPPORT CASA 409 N FRONT ST MEDFORD OR 97501 943215621 501(C)(3) 13000 GENERAL SUPPORT CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 9500 GENERAL SUPPORT CHILDREN'S ADVOCACY CENTER 816 W 10TH ST MEDFORD OR 97501 943079497 501(C)(3) 5000 GENERAL SUPPORT COMMUNITY VOLUNTEER NETWORK ONE WEST MAIN ST 300 MEDFORD OR 97501 930892261 501(C)(3) 16000 GENERAL SUPPORT COMMUNITY WORKS 2594 E BARNETT RD SUITE C MEDFORD OR 97504 930892261 501(C)(3) 11580 GENERAL SUPPORT COMPASS HOUSE 37 N IVY ST MEDFORD OR 97501 931294230 501(C)(3) 8000 GENERAL SUPPORT CONSUMER CREDIT COUNSELING SERVICE OF SO 820 CRATER LAKE AVE 202 MEDFORD OR 97504 930585893 501(C)(3) 7000 GENERAL SUPPORT FAMILY NURTURING CENTER THE 212 N OAKDALE AVE MEDFORD OR 97501 161726574 501(C)(3) 12500 GENERAL SUPPORT HEARTS WITH A MISSION 521 EDWARDS RD MEDFORD OR 97501 208678122 501(C)(3) 8000 GENERAL SUPPORT JACKSON COUNTY SART 2305 ASHLAND ST C-418 ASHLAND OR 97520 810650183 501(C)(3) 7500 GENERAL SUPPORT KIDS UNLIMITED 821 N RIVERSIDE AVE MEDFORD OR 97501 931329922 501(C)(3) 15391 GENERAL SUPPORT LIVING OPPORTUNITIES 717 MURPHY RD MEDFORD OR 97504 930640525 501(C)(3) 18000 GENERAL SUPPORT RESOLVE 1237 N RIVERSIDE AVE 25 MEDFORD OR 97501 931040395 501(C)(3) 6500 GENERAL SUPPORT ROGUE RETREAT 711 E MAIN ST 25 MEDFORD OR 97504 931261999 501(C)(3) 5296 GENERAL SUPPORT ROGUE VALLEY COUNCIL OF GOVERNMENTS 155 N 1ST ST CENTRAL POINT OR 97502 930611406 501(C)(3) 7500 GENERAL SUPPORT ROGUE VALLEY FAMILY YMCA 522 W 6TH ST MEDFORD OR 97501 930391645 501(C)(3) 7500 GENERAL SUPPORT SOUTHERN OREGON CHILD & FAMILY COUNCIL - HEADSTART PO BOX 3697 CENTRAL POINT OR 97502 930564896 501(C)(3) 12500 GENERAL SUPPORT 19 PANDEMIC ASSISTANCE TO INDIVIDUALS TO PAY BILLS 1095 1905445 FINANCIAL ASSISTANCE FOR FIRE SURVIVORS FOR IMMEDIATE AND INTERMEDIATE NEEDS 824 1360705 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. 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.