UNITED WAY OF JACKSON COUNTY INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF JACKSON COUNTY INC (EIN 93-0576632)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-07
IRS object ID
202121279349303127
Schema version
2019v5.2
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

FieldValueIRS element (for citing)
Return2021-05-07T18:28:38-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 STEWART AVENUE SUITE 301AddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97501ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930576632EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF JACKSON COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone5417735339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 HAWTHORNE STREETAddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEE ANNE EVERSONPersonNm
Person TitleCEO/EXECUTIVE DIRECTORPersonTitleTxt
Phone5417735339PhoneNum
Signature2021-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAPRIL STITHPreparerPersonNm
PTINP01245039PTIN
Phone5418571040PhoneNum
Preparation2021-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEE ANNE EVERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 HAWTHORNE STREETAddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97504ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,985,300GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYOFJACKSONCOUNTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionMOBILIZING CARING TO AFFECT CHANGE.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers1300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,072,980PYContributionsGrantsAmt
CY Contributions Grants$1,477,169CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$19,042PYInvestmentIncomeAmt
CY Investment Income$19,785CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,092,022PYTotalRevenueAmt
CY Total Revenue$1,496,954CYTotalRevenueAmt
PY Grants And Similar Paid$225,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$222,867CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$520,467PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$526,288CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$121,185CYTotalFundraisingExpenseAmt
PY Other Expenses$305,133PYOtherExpensesAmt
CY Other Expenses$739,635CYOtherExpensesAmt
PY Total Expenses$1,050,600PYTotalExpensesAmt
CY Total Expenses$1,488,790CYTotalExpensesAmt
PY Revenues Less Expenses$41,422PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,164CYRevenuesLessExpensesAmt
Total Assets BOY$1,321,014TotalAssetsBOYAmt
Total Assets EOY$1,412,200TotalAssetsEOYAmt
Total Liabilities BOY$91,348TotalLiabilitiesBOYAmt
Total Liabilities EOY$187,761TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,229,666NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,224,439NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$788,481ExpenseAmt
DescUNITED 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 (14 PROJECTS IN THE FISCAL YEAR) AND 20 DIFFERENT IMPACT PARTNERSHIPS INCLUDING THE BIG IDEA, 100% HIGH SCHOOL COMPLETION FOR THE CLASS OF 2020 IN MEDFORD, EAGLE POINT AND THE ILLINOIS VALLEY. IN ADDITION, VITA (VOLUNTEER INCOME TAX ASSISTANCE) BRINGS BACK MORE THAN $300,000 IN EARNED INCOME CREDITS TO LOCAL PEOPLE AND 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. THESE TWO PROGRAMS WORK TO CREATE FINANCIAL STABILITIZATION AS WELL AS OUR PARTICIPATION WITH THE HOMELESS TASK FORCE AND PROJECT COMMUNITY CONNECT. 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 AN ANTISTIGMA CAMPAIGN ON MENTAL ILLNESS AS A FEW EXAMPLES. 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 Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$453,225ExpenseAmt
Grant$222,867GrantAmt
DescUNITED 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
FieldValueIRS element (for citing)
Total Program Service Expenses$1,241,706TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEE ANNE EVERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5417735339PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 HAWTHORNE STREETAddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97504ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
AARON HOEFLING
DIRECTOR2.00Yes (X)$0$0$0
ADAM HEATH
DIRECTOR2.00Yes (X)$0$0$0
AMY BELKIN
DIRECTOR2.00Yes (X)$0$0$0
BECKY SNYDER
DIRECTOR2.00Yes (X)$0$0$0
BETH LINDSAY
DIRECTOR2.00Yes (X)$0$0$0
BRANDEE COWDEN
FIRST VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
CATHERINE NOAH
DIRECTOR2.00Yes (X)$0$0$0
CHARLEY BOLEN
DIRECTOR2.00Yes (X)$0$0$0
CHRIS DUBOSE
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
CHRISTINA KUKUK
DIRECTOR2.00Yes (X)$0$0$0
DAVID GREMMELS
DIRECTOR2.00Yes (X)$0$0$0
DEELIA WARNER
DIRECTOR2.00Yes (X)$0$0$0
FRANK LUCAS
DIRECTOR2.00Yes (X)$0$0$0
HELEN FUNK
DIRECTOR2.00Yes (X)$0$0$0
JACOB ANSURES
DIRECTOR2.00Yes (X)$0$0$0
JASON ELZY
FORMER DIRECTOR2.00Yes (X)$0$0$0
JASON LUKASZEWICZ
TREASURER2.00Yes (X)$0$0$0Yes (X)
JULIE BARRY
DIRECTOR2.00Yes (X)$0$0$0
KATHY BAUER
SECOND VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
KIMBERLY YOUNG
DIRECTOR2.00Yes (X)$0$0$0
KRISTI BENNION
DIRECTOR2.00Yes (X)$0$0$0
LANCE REYES
DIRECTOR2.00Yes (X)$0$0$0
MARIAH SMITH
DIRECTOR2.00Yes (X)$0$0$0
MELISSA WOLFF
DIRECTOR2.00Yes (X)$0$0$0
MICHELE JONES
DIRECTOR2.00Yes (X)$0$0$0
NICK PARSONS
SECRETARY2.00Yes (X)$0$0$0Yes (X)
PENNY GARRETT
DIRECTOR2.00Yes (X)$0$0$0
STEVE ERB
DIRECTOR2.00Yes (X)$0$0$0
SUE SLACK
DIRECTOR2.00Yes (X)$0$0$0
TIM CLAYTON
DIRECTOR2.00Yes (X)$0$0$0
VALERIE STEIN-RETIZ
DIRECTOR2.00Yes (X)$0$0$0
DEE ANNE EVERSON
CEO/EXECUTIVE DIRECTOR40.00$127,250$0$17,508Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$127,250TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,508TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$1,470,450FederatedCampaignsAmt
All Other Contributions$6,719AllOtherContributionsAmt
Total Contributions$1,477,169TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,768TotalRevenueColumnAmt
Exclusion$15,768ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$492,363SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$488,346SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,017SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,017TotalRevenueColumnAmt
Exclusion$4,017ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,496,954TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$19,785ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$222,867TotalAmt
Program Services$222,867ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$146,371TotalAmt
Program Services$117,097ProgramServicesAmt
Management And General$14,637ManagementAndGeneralAmt
Fundraising$14,637FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$263,305TotalAmt
Program Services$150,812ProgramServicesAmt
Management And General$59,138ManagementAndGeneralAmt
Fundraising$53,355FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,773TotalAmt
Program Services$5,419ProgramServicesAmt
Management And General$677ManagementAndGeneralAmt
Fundraising$677FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$66,934TotalAmt
Program Services$39,631ProgramServicesAmt
Management And General$14,324ManagementAndGeneralAmt
Fundraising$12,979FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$42,905TotalAmt
Program Services$27,778ProgramServicesAmt
Management And General$7,880ManagementAndGeneralAmt
Fundraising$7,247FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,580TotalAmt
Program Services$23,504ProgramServicesAmt
Management And General$5,038ManagementAndGeneralAmt
Fundraising$5,038FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,747TotalAmt
Program Services$3,323ProgramServicesAmt
Fundraising$1,424FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,349TotalAmt
Program Services$17,275ProgramServicesAmt
Management And General$8,537ManagementAndGeneralAmt
Fundraising$8,537FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,727TotalAmt
Program Services$6,109ProgramServicesAmt
Management And General$1,309ManagementAndGeneralAmt
Fundraising$1,309FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,533TotalAmt
Program Services$12,973ProgramServicesAmt
Management And General$2,780ManagementAndGeneralAmt
Fundraising$2,780FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,292TotalAmt
Program Services$8,979ProgramServicesAmt
Management And General$2,628ManagementAndGeneralAmt
Fundraising$2,685FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$17,566TotalAmt
Program Services$10,540ProgramServicesAmt
Management And General$3,513ManagementAndGeneralAmt
Fundraising$3,513FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,527TotalAmt
Program Services$11,569ProgramServicesAmt
Management And General$2,479ManagementAndGeneralAmt
Fundraising$2,479FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,075TotalAmt
Program Services$2,853ProgramServicesAmt
Management And General$611ManagementAndGeneralAmt
Fundraising$611FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescCOMMUNITY PROJECTSDesc
Total$587,239TotalAmt
Program Services$580,977ProgramServicesAmt
Management And General$2,348ManagementAndGeneralAmt
Fundraising$3,914FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,488,790TotalAmt
Program Services$1,241,706ProgramServicesAmt
Management And General$125,899ManagementAndGeneralAmt
Fundraising$121,185FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$54,673BOYAmt
EOY$139,555EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$182,249BOYAmt
EOY$280,376EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$285,372BOYAmt
EOY$211,367EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,636BOYAmt
EOY$2,553EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$419,733LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$54,771LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$375,555BOYAmt
EOY$364,962EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$420,529BOYAmt
EOY$413,387EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,321,014BOYAmt
EOY$1,412,200EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$34,127BOYAmt
EOY$44,903EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$57,221BOYAmt
EOY$34,426EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$108,432EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$91,348BOYAmt
EOY$187,761EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$606,690BOYAmt
EOY$589,342EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$622,976BOYAmt
EOY$635,097EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,229,666BOYAmt
EOY$1,224,439EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,321,014BOYAmt
EOY$1,412,200EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,164ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$13,391OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,101,661CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,033,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,368,543CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,072,980CurrentTaxYearMinus1YearAmt
Current Tax Year$1,477,169CurrentTaxYearAmt
Total$6,053,837TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,101,661CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,033,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,368,543CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,072,980CurrentTaxYearMinus1YearAmt
Current Tax Year$1,477,169CurrentTaxYearAmt
Total$6,053,837TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$238,667SubstantialContributorsTotAmt
Public Support Total170$5,815,170PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,171CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,191CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,471CurrentTaxYearMinus1YearAmt
Current Tax Year$15,768CurrentTaxYearAmt
Total$64,274TotalAmt
FieldValueIRS element (for citing)
Total Support$6,118,111TotalSupportAmt
Public Support CY1700.95050PublicSupportCY170Pct
Public Support PY1700.94200PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$345,979BeginningYearBalanceAmt
Investment Earnings Or Losses-$13,391InvestmentEarningsOrLossesAmt
End Year Balance$332,588EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$340,111BeginningYearBalanceAmt
Investment Earnings Or Losses$5,868InvestmentEarningsOrLossesAmt
End Year Balance$345,979EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$337,412BeginningYearBalanceAmt
Investment Earnings Or Losses$2,699InvestmentEarningsOrLossesAmt
End Year Balance$340,111EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$336,584BeginningYearBalanceAmt
Investment Earnings Or Losses$828InvestmentEarningsOrLossesAmt
End Year Balance$337,412EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$334,023BeginningYearBalanceAmt
Investment Earnings Or Losses$2,561InvestmentEarningsOrLossesAmt
End Year Balance$336,584EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$96,702OtherCostOrOtherBasisAmt
Book Value$96,702BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$200,431OtherCostOrOtherBasisAmt
Depreciation$10,989DepreciationAmt
Book Value$189,442BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,710OtherCostOrOtherBasisAmt
Book Value$38,710BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,890OtherCostOrOtherBasisAmt
Depreciation$43,782DepreciationAmt
Book Value$40,108BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$364,962TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN LATHAM TRUST$219,472
ASSETS RESTRICTED BY DONORS$193,915
FieldValueIRS element (for citing)
Total Book Value Other Assets$413,387TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$1,490,539TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$6,976DonatedServicesAndUseFcltsAmt
Other Revenue-$13,391OtherRevenueAmt
Revenue Not Reported-$6,415RevenueNotReportedAmt
Revenue Subtotal$1,496,954RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,496,954TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,495,764TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$6,976DonatedServicesUseFcltsAmt
Expenses Not Reported$6,976ExpensesNotReportedAmt
Expenses Subtotal$1,488,788ExpensesSubtotalAmt
Other Expenses Not Included$2OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,488,790TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN BENEFICIAL INTEREST
PART XII, LINE 4B - OTHER ADJUSTMENTS:ROUNDING
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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
ADDICTIONS RECOVERY CENTER
1003 E MAIN SUITE 104MEDFORDOR97504930645605501(C)(3)$10,000FMVMOBILE RESPONSE UNIT
ASHLAND FAMILY YMCA
540 YMCA WAYASHLANDOR97520930686976501(C)(3)$6,400FMVSCHOLARSHIPS FOR KIDS
CASA OF JACKSON COUNTY
409 N FRONT STREETMEDFORDOR97501943215621501(C)(3)$13,000FMVSAFE OUTCOMES FOR CHILDREN
CENTER FOR NONPROFIT LEGAL SERVICES
PO BOX 1586MEDFORDOR97501237227761501(C)(3)$9,500FMVPATHWAYS TO SELF SUFFICIENCY
COMMUNITY VOLUNTEER NETWORK
ONE WEST MAIN STREET 303MEDFORDOR97501930892261501(C)(3)$16,000FMVFOSTER GRANDPARENT PROGRAM AND RSVP
COMMUNITY WORKS INC
2594 E BARNETT ROAD SUITE CMEDFORDOR97504930633804501(C)(3)$11,580FMVSEXUAL ASSAULT VICTIMS AND DUNN HOUSE SHELTER
COMPASS HOUSE
332 W 6TH STREETMEDFORDOR97501931294230501(C)(3)$8,000FMVPROVIDING PURPOSEFUL OPPORTUNITIES THAT BUILD THE DIGNITY OF THE INDIVIDUAL
CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON
820 CRATER LAKE AVENUE 202MEDFORDOR97504930585893501(C)(3)$7,000FMVWILL MINI GRANT, CREDIT COUNSELING & FINANCIAL FIT WOMEN
FAMILY NURTURING CENTER
212 N OAKDALE AVENUEMEDFORDOR97501161726574501(C)(3)$12,500FMVSTRENGTHENING PROTECTIVE FACTORS
HEARTS WITH A MISSION
711 MEDFORD CENTER 334MEDFORDOR97504208678122501(C)(3)$8,000FMVSAFE KIDS - HEALTHY COMMUNITIES
JACKSON COUNTY SART
2305 ASHLAND STREET C-418ASHLANDOR97520810650183501(C)(3)$7,500FMVSEXUAL ASSAULT ACUTE RESPONSE
KIDS UNLIMITED
821 NORTH RIVERSIDEMEDFORDOR97501931329922501(C)(3)$15,391FMVELEMENTARY AFTER SCHOOL PROGRAMS AND WOMEN PARENTS
LIVING OPPORTUNITIES
PO BOX 1105MEDFORDOR97501930640525501(C)(3)$18,000FMVSUPPORTED LIVING AND EMPLOYMENT
ROGUE RETREAT
1410 W 8THMEDFORDOR97501931261999501(C)(3)$5,296FMVSUPPORTIVE SERVICES AND WILL GRANT
ROGUE VALLEY COUNCIL OF GOVERNMENTS
PO BOX 3275CENTRAL POINTOR97502930611406501(C)(3)$7,500FMVFOOD AND FRIENDS SENIOR MEALS PROGRAM
ROGUE VALLEY FAMILY YMCA
522 WEST SIXTH STREETMEDFORDOR97501930391645501(C)(3)$7,500FMVYMCA FINANCIAL ASSISTANCE PROGRAM
SOCFC - HEADSTART
PO BOX 3697CENTRAL POINTOR97502930564896501(C)(3)$12,500FMVFAMILY PARTNERS
CHILDREN'S ADVOCACY CENTER
816 W 10TH STREETMEDFORDOR97501943079497501(C)(3)$5,000FMVTHERAPY - CHILDREN & NON-OFFENDING GUARDIANS
RESOLVE
1237 N RIVERSIDE AVE 25MEDFORDOR97501931043095501(C)(3)$6,500FMVRESTORATIVE JUSTICE IN SOUTHERN OREGON SCHOOLS
FieldValueIRS element (for citing)
Total501c3 Org19Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CVOLUNTEERS 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 15ATHE 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 19THE 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 -13,391.

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