2020-02-12T19:01:43-06:00 2019-06-30 910189318 MOSS ADAMS LLP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2018-07-01 930576632 UNITED WAY OF JACKSON COUNTY INC UNIT 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 5417735339 2020-01-30 1 APRIL STITH P01245039 5418571040 2020-01-29 12.129.4.210 2020-01-30 10:30:45 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 292AC8C23ECA9812BD605A654D2E739AD506DE0D 2018 2020-09-23 17:36:50Z DEE ANNE EVERSON 60 HAWTHORNE STREET MEDFORD OR 97504 1240451 0 X WWW.UNITEDWAYOFJACKSONCOUNTY.ORG X 1969 OR MOBILIZING CARING TO AFFECT CHANGE. 23 23 7 1700 0 0 1368543 1072980 0 0 14673 19042 0 0 1383216 1092022 255286 225000 0 0 483461 520467 0 0 117348 270694 305133 1009441 1050600 373775 41422 1422988 1321014 240612 91348 1182376 1229666 X THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE. 0 0 509647 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 (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. 292949 225000 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. 802596 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 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 BETH LINDSAY DIRECTOR 2.00 X 0 0 0 BRANDEE COWDEN FIRST VICE PRESIDENT 2.00 X X 0 0 0 CHARLEY BOLEN DIRECTOR 2.00 X 0 0 0 CHRIS DUBOSE PRESIDENT 2.00 X X 0 0 0 CHRISTINA KUKUK DIRECTOR 2.00 X 0 0 0 DAN THORNDIKE FORMER DIRECTOR 2.00 X 0 0 0 DANA SHUMATE FORMER DIRECTOR 2.00 X 0 0 0 DAVID GREMMELS DIRECTOR 2.00 X 0 0 0 DEELIA WARNER DIRECTOR 2.00 X 0 0 0 EEAN LEVIN FORMER DIRECTOR 2.00 X 0 0 0 FRANCIS PLOWMAN FORMER DIRECTOR 2.00 X 0 0 0 FRANK LUCAS DIRECTOR 2.00 X 0 0 0 HELEN FUNK DIRECTOR 2.00 X 0 0 0 JASON LUKASZEWICZ TREASURER 2.00 X X 0 0 0 JULIE BARRY DIRECTOR 2.00 X 0 0 0 KAREN BARTALINI FORMER DIRECTOR 2.00 X 0 0 0 KATHY BAUER SECOND VICE PRESIDENT 2.00 X X 0 0 0 KIMBERLY YOUNG FORMER DIRECTOR 2.00 X 0 0 0 KRISTI BENNION DIRECTOR 2.00 X 0 0 0 KRISTIN MILLIGAN FORMER DIRECTOR 2.00 X 0 0 0 LANCE REYES DIRECTOR 2.00 X 0 0 0 MELISSA WOLFF DIRECTOR 2.00 X 0 0 0 MICHELE JONES DIRECTOR 2.00 X 0 0 0 NICK PARSONS SECRETARY 2.00 X X 0 0 0 PENNY GARRETT DIRECTOR 2.00 X 0 0 0 REBECCA VEGA FORMER DIRECTOR 2.00 X 0 0 0 STEVE ERB DIRECTOR 2.00 X 0 0 0 STEWART PARMELE FORMER DIRECTOR 2.00 X 0 0 0 SUE SLACK DIRECTOR 2.00 X 0 0 0 TIM CLAYTON DIRECTOR 2.00 X 0 0 0 VALERIE STEIN-RETIZ DIRECTOR 2.00 X 0 0 0 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 40.00 X 122257 0 17627 122257 0 17627 1 0 0 0 0 1060412 12568 1072980 17471 17471 150000 148429 1571 1571 1571 1092022 0 0 19042 225000 225000 141903 99332 17028 25543 271720 163258 64167 44295 6341 4439 761 1141 63576 38547 14606 10423 36927 23336 7374 6217 28850 19816 4517 4517 3878 2715 1163 21347 9081 6135 6131 6994 4896 1049 1049 20913 14639 3137 3137 21381 13331 3989 4061 12958 7775 2592 2591 13820 9674 2073 2073 3741 2619 561 561 COMMUNITY PROJECTS 171251 164138 2667 4446 1050600 802596 130656 117348 213562 54673 150935 182249 322753 285372 1055 2636 413799 38244 328236 375555 406447 420529 1422988 1321014 171990 34127 68622 57221 240612 91348 X 604333 606690 237932 276997 340111 345979 1182376 1229666 1422988 1321014 X 41422 5868 X X 0 1 X 1 0 X 944587 1101661 1033484 1368543 1072980 5521255 944587 1101661 1033484 1368543 1072980 5521255 270834 5250421 3986 7171 9191 14673 17471 52492 5573747 0.94200 0.94800 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 06/30/15 AMOUNT: 200000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 340111 5868 345979 337412 2699 340111 336584 828 337412 334023 2561 336584 287226 46797 334023 1.00000 1 0 96702 96702 200431 5917 194514 38710 38710 77956 32327 45629 375555 BENEFICIAL INTEREST IN LATHAM TRUST 232863 ASSETS RESTRICTED BY DONORS 187666 420529 1107463 9573 5868 15441 1092022 0 1092022 1060173 9573 9573 1050600 0 1050600 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 SUITE 104 MEDFORD OR 97504 930645605 501(C)(3) 11160 FMV RESIDENTIAL DRUG TREATMENT SERVICES ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 930686976 501(C)(3) 7000 FMV SCHOLARSHIPS FOR KIDS CASA OF JACKSON COUNTY 409 N FRONT STREET MEDFORD OR 97501 943215621 501(C)(3) 12390 FMV SAFE OUTCOMES FOR CHILDREN CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 10000 FMV PATHWAYS TO SELF SUFFICIENCY COMMUNITY VOLUNTEER NETWORK ONE WEST MAIN STREET 303 MEDFORD OR 97501 930892261 501(C)(3) 15000 FMV FOSTER GRANDPARENT PROGRAM AND RSVP COMMUNITY WORKS INC 2594 E BARNETT ROAD SUITE C MEDFORD OR 97504 930633804 501(C)(3) 12080 FMV SEXUAL ASSAULT VICTIMS AND DUNN HOUSE SHELTER COMPASS HOUSE 332 W 6TH STREET MEDFORD OR 97501 931294230 501(C)(3) 6000 FMV PROVIDING PURPOSEFUL OPPORTUNITIES THAT BUILD THE DIGNITY OF THE INDIVIDUAL CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON 820 CRATER LAKE AVENUE 202 MEDFORD OR 97504 930585893 501(C)(3) 8300 FMV WILL MINI GRANT, CREDIT COUNSELING & FINANCIAL FIT WOMEN FAMILY NURTURING CENTER 212 N OAKDALE AVENUE MEDFORD OR 97501 161726574 501(C)(3) 12141 FMV INCREASE CAPACITY HEARTS WITH A MISSION 711 MEDFORD CENTER 334 MEDFORD OR 97504 208678122 501(C)(3) 7750 FMV SAFE KIDS - HEALTHY COMMUNITIES JACKSON COUNTY SART 2305 ASHLAND STREET C-418 ASHLAND OR 97520 810650183 501(C)(3) 7500 FMV SEXUAL ASSAULT ACUTE RESPONSE KIDS UNLIMITED 821 NORTH RIVERSIDE MEDFORD OR 97501 931329922 501(C)(3) 16000 FMV ELEMENTARY AFTER SCHOOL PROGRAMS AND WOMEN PARENTS LIVING OPPORTUNITIES PO BOX 1105 MEDFORD OR 97501 930640525 501(C)(3) 15000 FMV SUPPORTED LIVING AND EMPLOYMENT ROGUE COMMUNITY HEALTH 19 MYRTLE STREET MEDFORD OR 97504 237366812 501(C)(3) 11535 FMV INTEGRATED CARE PROGRAM ROGUE RETREAT 1410 W 8TH MEDFORD OR 97501 931261999 501(C)(3) 5000 FMV SUPPORTIVE SERVICES AND WILL GRANT ROGUE VALLEY COUNCIL OF GOVERNMENTS PO BOX 3275 CENTRAL POINT OR 97502 930611406 501(C)(3) 11500 FMV FOOD AND FRIENDS ROGUE VALLEY FAMILY YMCA 522 WEST SIXTH STREET MEDFORD OR 97501 930391645 501(C)(3) 11000 FMV YMCA FINANCIAL ASSISTANCE PROGRAM SOCFC - HEADSTART PO BOX 3697 CENTRAL POINT OR 97502 930564896 501(C)(3) 12000 FMV FAMILY PARTNERS 18 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 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 5,868.