2022-11-14T15:57:18-08:00 2021-12-31 201726392 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 97301 990 2021-01-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 Rhonda Wolf CEO 2022-11-14 true Rhonda Wolf 999009999 Michelle A Pecora P00009440 5037791902 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z Matthew Casebeer 455 BLILER AVE NE SALEM OR 973015069 6704595 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 capacity, and meeting basic needs. 17 16 85 1885 0 5800836 5754195 81761 155287 77488 76755 0 5960085 5986237 505094 1066564 0 773809 1203305 0 274602 3441735 3522746 4720638 5792615 1239447 193622 4723129 5554350 416531 994579 4306598 4559771 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 5092078 1066564 Community Impact:For over eighty years, United Way of the Mid-Willamette Valley has built bridges to the community that focused on developing resources for nonprofits. Today, we reach for higher outcomes, address wider gaps, and cultivate a culture of collaboration and partnership to assure equity, inclusion and diversity are a part of every part of our work. Each goal we set, each project we launch, each victory we win, is meant to bring more opportunities to thrive for our families, friends, and neighbors throughout the Willamette Valley. Here are some highlights of our work in 2021.SANTIAM CANYON WILDFIRE RELIEF AND RECOVERY: 2021 IMPACT: 1,069 SERVED 510 VOLUNTEERS, 3680 HRS. When wildfires wreaked havoc across our region in 2020, forcing thousands of people to evacuate and seek shelter, we immediately jumped into action. In 2021, we continued serving and supporting the wildfire recovery efforts in a wide variety of ways. We hosted many individual/family survivors at various events through our Good360 program to get supplies and replacements for both temporary housing and rebuilt housing needs. We supported some large specific recovery efforts including supporting the Detroit Lake Foundation and their rebuild of their Community Building, the North Santiam Watershed to protect critical water supply, and sent children from families impacted by wildfires to Summer Camp.GOOD360 GIFTS IN KIND PROGRAM: 2021 IMPACT: 264 DISTRIBUTION EVENTS 136 VOLUNTEERS, 2280 HRS. As the regional hub for this national program, United Way of the Mid-Willamette Valley is uniquely positioned to support hundreds of area service providers, schools, faith-based groups and other nonprofit partners. The Good360 Gifts in Kind Program has grown exponentially in the last year and was a vital resource for the escalating need for regional wildfire disaster recovery, as well as support for COVID affected organizations, schools, families and individuals at risk. In 2021 we doubled the number of events we offered, doubled the value of products distributed, and doubled the number of non-profit partners we served.OREGON STATE CHARITABLE FUND DRIVE: 2021 IMPACT: $736,000 PLEDGED FOR 447 STATEWIDE CHARITIES. We served as the Managing Organization of the State of Oregon Employee Charitable Fund Drive that occurs annually each fall. We plan, coordinate, and operate a campaign that reaches over 70k state employees and work with 19 federations representing 564 charities. We are responsible for raising, tracking, and distributing funds.SAFESLEEP UNITED WOMENS SHELTER: 2021 IMPACT: 5,527 SHELTER NIGHTS and 8,346 MEALS PROVIDED TO OVER 175 UNDUPLICATED WOMEN: The shelter network was a critical resource during the pandemic. As one of the most vulnerable populations, the women who were unsheltered in our community needed a safe, reliable place to isolate. Working with our partners, United Way established a unique and vital shelter where women feel at home. Through dedicated staff and their ability to establish trust and build relationships, they were able to assist the women in meeting their needs and provide opportunities to rebuild their lives. Two of our guests needed more support than we could accommodate. After coordinating assessments with Seniors and People with Disabilities, both were accepted into the Springs assisted living facility. One woman opted to move in with her daughter instead. The other woman moved into the facility. Prior to finding SafeSleep United, she had been living in her van. The Springs offered her a clean place to live, with supports she needed as her Alzheimers progressed. COVID-19 EMERGENCY RENTAL ASSISTANCE PROGRAM: 2021 IMPACT: 480 APPLICATIONS SUBMITTED: We provided application assistance to renters who had been financially impacted by the COVID-19 pandemic, who were experiencing housing instability, and whose household income was at or below 80% of area median family income. We also assisted landlords with their portions of the applications as well. This helped streamline the process and increase funding.COTTAGES UNITED PROGRAM: This program will create 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 $1,529.00 average for an individual) remain well below the poverty line and often fail to cover the cost of housing. Our plan is to build 25 cottages on Market Street right next to Swegle Elementary, creating a community partnership between seniors and this school. In 2021, we 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.EMERGENT NEED GRANTING: 2021 IMPACT: $214,825 AWARDED, 17 PROVIDERS SERVED, through our various programs and partnerships, we supported many different causes and charities that supported important community efforts and needs. These are just a few examples: supporting BIPOC women causes, foster care support of both families and children, food security, women hygiene needs, childrens dental programs, refugee job training, Ice storm cleanup and a soccer field for a community in need.SCHOOL AGE ENRICHMENT: 2021 IMPACT: 3,006 STUDENTS SERVED, 80 VOLUNTEERS, 6080 HOURS. Held at three elementary, four middle, and two high schools, we served students and families whose lives were influenced by an array of social, emotional and economic factors that hinder their Academic Success. Enrichment activities included art, science, music, soccer, weightlifting, cooking, gardening, and Parent Education. College and Career readiness were offered through the Aspire Program and the United Way recruited, trained, and managed all the mentors who provide 1:1 assistance to high school students with post-secondary plans. 5092078 true false 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 14 0 true 85 true false false false false false false false 0 false false false false false false false X 17 16 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 103648 0 10222 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 BUD PIERCE PAST PRESIDENT 1.00 0.00 X 0 0 0 BAHAA WANLY 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 103648 10222 1 false false false 0 1227987 857595 3668613 3466078 5754195 Administrative Fees 900099 155287 155287 155287 43048 43048 0 0 0 752065 718358 33707 33707 33707 0 0 0 0 5986237 155287 76755 1065505 1065505 1059 1059 0 0 115070 17260 66741 31069 0 902253 550758 192566 158929 7576 4625 1617 1334 75478 46074 16109 13295 102928 62830 21968 18130 105000 105000 3017 1897 1120 36321 3787 31441 1093 0 0 1553 1553 4620 3648 583 389 6261 3473 1169 1619 98651 57137 23780 17734 7164 2866 2582 1716 0 32187 4968 16344 10875 4631 4117 296 218 0 1751 1556 112 83 1770 273 899 598 16501 8186 4989 3326 39100 19854 13211 6035 27932 11173 10055 6704 Distribution of Donated Goods 2950738 2950738 Community Impact Program Exp 106459 106324 135 CENTURY 21 ALLOCATED COSTS 54506 54506 Campaign Expenses 15997 15997 8587 4464 2668 1455 5792615 5092078 425935 274602 86349 291471 1451912 556836 672890 1200183 0 0 0 325000 325000 314361 533631 14229 14910 1695843 436840 624412 1259003 1228258 1367399 0 0 0 5718 5917 4723129 5554350 111870 192103 330113 304661 472363 416531 994579 X 2869946 3878225 1436652 681546 4306598 4559771 4723129 5554350 193622 59551 X false true X true false X 1295370 2116545 3098957 5800836 5754195 18065903 0 0 1295370 2116545 3098957 5800836 5754195 18065903 0 18065903 10657 35952 38309 28098 43048 156064 0 4925 4925 18226892 0.99120 0.99030 X 4 104186 79520 518378 true true 224874 23545 248419 178653 46220 224873 151441 27212 178653 161642 -10201 151441 151788 9854 161642 0.88450 0.11550 false false false 426000 426000 1108294 350819 757475 161549 86021 75528 1259003 CAPITAL LEASE PAYABLE 41661 DESIGNATIONS PAYABLE 430702 472363 X 5754787 59551 400 59951 5694836 291401 291401 5986237 5501614 400 400 5501214 291401 291401 5792615 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, 2021 or 2020.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 has no uncertain tax positions as of December 31, 2021 and 2020, 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 $291401 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $291401 true BLACK JOY OREGON 5026 BRIARWOOD CIR N KEIZER OR 97303 853259943 501(c)(3) 50000 0 DESIGNATIONS / CAPACITY BUILDING BOY SCOUTS CRATER LAKE CNCL 3039 HANLEY RD CENTRAL POINT OR 97502 930386820 501(c)(3) 7500 0 DESIGNATIONS BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 931038306 501(c)(3) 47862 0 DESIGNATIONS CASA OF POLK COUNTY 580 MAIN ST STE D DALLAS OR 97338 270102203 501(c)(3) 20530 0 DESIGNATIONS CATHOLIC COMMUNITY SERVICES 3737 PORTLAND RD NE SALEM OR 97301 930903773 7116 0 DESIGNATIONS CENTER 50CITY OF SALEM 2615 PORTLAND RD NE SALEM OR 97301 943183802 25000 0 CAPACITY BUILDING CENTER FOR HOPE & SAFETY 605 CENTER ST NE SALEM OR 97301 510141214 501(c)(3) 7221 0 DESIGNATIONS CITY VIBE PO BOX 5007 SALEM OR 97304 463961395 501(c)(3) 5200 0 DESIGNATIONS DETROIT LAKE FOUNDATION PO BOX 4779 SALEM OR 97302 510141214 501(c)(3) 250000 0 CAPACITY BUILDING Emanuel Bible Church of Salem 8512 Sunnyview Rd NE SALEM OR 97305 936028951 501(c)(3) 16000 0 DESIGNATIONS FAMILY BUILDING BLOCKS INC 2425 LANCASTER DR NE SALEM OR 97305 931233373 501(c)(3) 8349 0 DESIGNATIONS / CAPACITY BUILDING FAMILY YMCA OF MARIONPOLK CO PO BOX 110 SALEM OR 97308 930386982 501(c)(3) 16124 0 DESIGNATIONS / CAPACITY BUILDING HOPE PREGNANCY CLINIC 2630 MARKET ST NE SALEM OR 97301 943076587 501(c)(3) 5892 0 DESIGNATIONS JAPANESE INTL BAPTIST CHURCH 8500 SW SPRUCE ST PORTLAND OR 97223 931019706 501(c)(3) 5850 0 DESIGNATIONS LIBERTY HOUSE 2685 4TH STREET NE SALEM OR 97301 931236936 11951 0 DESIGNATIONS / CAPACITY BUILDING MARION COUNTY CASA 3530 RIVER RD N KEIZER OR 97303 810583065 23697 0 DESIGNATIONS/ BASIC NEEDS MARION-POLK FOOD SHARE 1660 SALEM INDUSTRIAL DR NE SALEM OR 97301 943034161 26704 0 DESIGNATIONS/ BASIC NEEDS MISSION AVIATION FELLOWSHIP PO BOX 47 NAMPA ID 83653 951920983 501(c)(3) 7000 0 DESIGNATIONS MONMOUTH CHRISTIAN CHURCH 959 CHURCH ST W MONMOUTH OR 97361 930419360 501(c)(3) 6000 0 BASIC NEEDS MWV COMM ACTION AGENCY 2475 CENTER ST NE SALEM OR 97301 237056987 501(c)(3) 21379 0 DESIGNATIONS NORTH SANTIAM WATERSHED 284 E WATER ST STAYTON OR 97383 364885684 501(c)(3) 150000 0 CAPACITY BUILDING POLK COUNTY SVC INTEGRATION 182 SW ACADEMY ST 220 DALLAS OR 97338 936002310 9000 0 DESIGNATIONS REACH NORTHWEST 211 N MERIDIAN ST SUITE 202 NEWBERG OR 97132 273643756 501(c)(3) 19500 0 DESIGNATIONS / CAPACITY BUILDING SALEM DREAM CENTER PO BOX 5976 SALEM OR 97304 463830031 501(c)(3) 5200 0 DESIGNATIONS SALEM HEIGHTS CHURCH 375 MADRONA AVE S SALEM OR 97302 936028188 501(c)(3) 54000 0 DESIGNATIONS SALVATION ARMY - SALEM 1887 FRONT ST NE SALEM OR 97301 941156347 501(c)(3) 7367 0 DESIGNATIONS SANTIAM HOSPITAL 1401 N 10TH AVE STAYTON OR 97383 930415219 501(c)(3) 8745 0 CAPACITY BUILDING SPARROW FURNITURE 1264 BROADWAY ST NE SALEM OR 97301 930568432 501(c)(3) 9500 0 DESIGNATIONS / CAPACITY BUILDING ST FRANCIS SHELTER 1820 BERRY ST SE SALEM OR 97302 930943539 501(c)(3) 7665 0 DESIGNATIONS ST PATRICK CHURCH 1275 E ST INDEPENDENCE OR 97351 930585564 501(c)(3) 7000 0 CAPACITY BUILDING WILLAMETTE ACADEMY 990 STATE STREET SALEM OR 97301 930386972 501(c)(3) 9000 0 CHILDHOOD POVERTY WILLAMETTE HUMANE SOCIETY 4246 TURNER RD SE SALEM OR 97317 930577975 501(c)(3) 5827 0 DESIGNATIONS WINGS OF RESCUE PO BOX 602030 SAN DIEGO CA 92160 453343408 501(c)(3) 5200 0 DESIGNATIONS WOODBURN FOURSQUARE CHURCH PO BOX 69 WOODBURN OR 97071 930574247 501(c)(3) 20000 0 CAPACITY BUILDING YAMHILL COMMUNITY CARE ORG 807 NE 3RD ST MCMINNVILLE OR 97128 364742731 501(c)(3) 6060 0 DESIGNATIONS / CAPACITY BUILDING 33 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 6-months after the award date and a final report at the year anniversary. The reports ask the organization to provide narrative and detail describing how grant monies were used, how the funding impacted the communities served, outputs created, 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 Resource Development Director and COO 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 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 PartnershipIn 2019 United Way partnered with Willamette Universitys Philanthropic Investment for Community Impact program by contributing $100,000 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 on 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 grantees are awarded in April. Students then follow up with grantees 6-months and 12-months after funds have been awarded. 3466078 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 SECURITIES. FOR DONATED REAL ESTATE, UNITED WAY USES A REAL ESTATE AGENT TO SELL THE DONATED PROPERTY. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts AN ANNUAL REVIEW IS PERFORMED OF THE CONFLICT OF INTEREST STATEMENTS FILED BY EACH MEMBER OF THE BOARD. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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 (OR MANAGEMENT COMPANY) TO SET STAFF SALARIES IN ACCORDANCE WITH ESTABLISHED RANGES AS LONG AS SALARIES ARE WITHIN THE BOARD APPROVED BUDGET. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. 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