2020-05-20T13:54:49-05:00 2019-06-30 930743240 Hoffman Stewart & Schmidt PC 3 CenterPointe Drive Suite 300 Lake Oswego OR 970358663 990 2018-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032289131 619 SW 11th Avenue Portland OR 972052646 Cindy Adams President/CEO 5032269321 2020-05-07 1 Robert M Prill P00236613 5032205900 74.95.39.225 2020-05-07 11:30:59 PD P E1071A913EE1794D7872F3B07F69E232A7F47FBB 622E67E4E07654AA54C5D84E2FA745AAEF6B7381 2018 2020-09-23 17:36:50Z Cindy Adams 619 SW 11th Avenue Portland OR 972052646 24480551 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 18 18 72 21248 0 0 22889785 22542207 19882 104456 577281 687522 53123 27421 23540071 23361606 13229941 12390978 0 0 4116213 4162105 0 0 1784992 6409490 6699088 23755644 23252171 -215573 109435 21945954 21229315 5906227 4972547 16039727 16256768 X Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. 0 0 3951147 2853522 27421 Transformation Grants - The Community Transformation Strategy is envisioned as a collective impact model with a long-term focus on transforming communities. United Way is focusing on breaking the cycle of childhood poverty by investing in the highest need communities across our region to improve educational outcomes for young people, stabilize the families in which they live, and build strong and connected communities around them. (See Schedule O for more information) United Way has selected one collaborative to invest in through the Community Transformation strategy. The community collaborative consists of a number of organizations and/or groups from different sectors that are working together in alignment with UWCW's new strategic goals of successful kids, stable families and connected communities. UWCW is engaging with the collaborative as a partner in a planning process to co-create a business and work plan that achieves the results outlined by the collaborative to create impact in their community. Safety Net Grants - The Safety Net funding strategy is designed to provide critical aid for our most vulnerable families through short-term, non-competitive investments in supportive programs that provide housing, food, heat, utilities and other essential needs for individuals that, due to an unforeseen personal crisis, disaster or emergency in their lives, would benefit from additional assistance. Safety Net partnerships are one-year in length and the grant amount varies by organization.The Oregon Census Equity Funders Committee of Oregon (CEFCO) is a collaborative of philanthropic organizations working to reduce the undercount in the 2020 census by partnering with public agencies to raise funds and implement an equitable Hard to Count Campaign, #WeCountOregon, through a pooled and aligned Oregon Census Equity Fund (OCEF). United Way of the Columbia Willamette is the fiscal agent and backbone of the OCEF.The Albina Rockwood Promise Neighborhood Initiative (ARPNI) is a collaborative of seven non-profit organizations working to empower students and families of color to achieve academic and economic success. In partnership with two school districts, the ARPNI provides culturally specific and responsive services to students and families from early childhood through college/career. United Way of the Columbia Willamette supports the evaluation work of the collaborative, leading two surveys: a biennial neighborhood survey and annual school climate survey. 6265584 6265584 Donor Choice United Way offers donors the opportunity to designate their gift directly to 501 (3) organizations of their choice. Donations given through United Way provide support to a wide variety of nonprofits and help keep fundraising cost low for these organizations as well as increasing philanthropy within the community. 9116489 3271872 Early Learning Hubs - Early Learning Multnomah (ELM) and Early Learning Washington County are two of sixteen state-designated early learning hubs throughout Oregon. Oregon's early learning hubs are designed to create an aligned and coordinated early childhood system of services and supports for families to ensure that children have what they need to thrive in school and life. (See Schedule O for more information) Each hub is working locally to make early learning resources and supports more available, more accessible, and more effective for children and families that have historically been underrepresented in services. 533923 104456 Hands On Greater Portland provides a link for individuals, families, corporate and community groups to join together and engage in meaningful volunteer opportunities across the Greater Portland region. Hands On Greater Portland offers unique, fun, and flexible ways to get connected and involved, and provides volunteer management resources to the nonprofit sector. 533923 104456 19867143 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA OR X X Kori Gregg 5032289131 619 SW 11TH Avenue Portland OR 972052646 Mayra Arreola Director 0.50 X 0 0 0 Chris Delaney Director 0.50 X 0 0 0 Sean Edwards Director 0.50 X 0 0 0 John Ewert Treasurer 0.50 X X 0 0 0 Greg Geshel Director 0.50 X 0 0 0 Jason Green Secretary 0.50 X X 0 0 0 Heather Guthrie Chair 0.50 X X 0 0 0 James Harker Director 0.50 X 0 0 0 Janet LaBar Director 0.50 X 0 0 0 Mohan Nair Director 0.50 X 0 0 0 Mark Poling Director 0.50 X 0 0 0 Kevin Rask Director 0.50 X 0 0 0 Diane Rosenbaum Director 0.50 X 0 0 0 Mike Scott Director 0.50 X 0 0 0 Todd Spear Director 0.50 X 0 0 0 Pradeep Tempalli Director 0.50 X 0 0 0 Alan Yordy Director 0.50 X 0 0 0 Charlene Zidell Director 0.50 X 0 0 0 Keith Thomajan Former President/CEO 50.00 X 207552 0 40122 Kori Dye-Gregg VP-Finance 50.00 X 100794 0 18343 Thomas Smith Former Chief Impact Officer 50.00 X 98800 0 25222 Chelsea Sokolow Interim CEO 50.00 X 124291 0 7004 Amanda Whalen Chief Impact Officer 50.00 X 32322 0 1113 Kathleen Grimm VP of Equity and HR 50.00 X 103296 0 36594 667055 0 128398 4 0 1 0 Portland Public Schools-FaubionTubman PO Box 3107 Portland OR 97208 Early Learning 617811 Multnomah County Health Department 421 SW Oak St Suite 210 Portland OR 97204 Early Learning 613764 David Douglas School District #40 11300 NE Halsey Street Portland OR 97220 Early Learning 494948 Neighborhood House Inc 7780 SW Capitol Hwy Portland OR 97219 Early Learning 263546 Parkrose School District 10636 NE Prescott St Portland OR 97220 Early Learning 261779 11 11185050 11357157 22542207 Service fees 900099 104456 104456 104456 229940 229940 1576527 1118945 457582 457582 457582 Other 900099 27421 27421 27421 23361606 131877 0 687522 12390978 12390978 622860 139041 315318 168501 2923169 1334655 631726 956788 39697 23280 4810 11607 331033 166983 59878 104172 245346 113922 57262 74162 74650 74650 656446 415838 183046 57562 122517 78135 22 44360 244800 182017 16642 46141 270343 125623 54897 89823 100378 56295 17209 26874 155301 87097 26626 41578 181243 133634 19813 27796 343288 151209 73069 119010 Preschool Promise vendo 4410177 4410177 139945 58259 65068 16618 23252171 19867143 1600036 1784992 441541 1476348 861452 854945 4957161 4268273 2110 9478 244401 229842 5977708 3038388 3212528 2939320 10636453 9818106 669201 719849 921107 913154 21945954 21229315 3686192 3124826 1831440 1737758 388595 109963 5906227 4972547 X 11701392 11355408 1209360 1780338 3128975 3121022 16039727 16256768 21945954 21229315 X 109435 115559 -7953 X 0 1 X 1 0 X 24109329 19319640 28851637 22889785 22542207 117712598 24109329 19319640 28851637 22889785 22542207 117712598 5476034 112236564 352095 296431 163788 210330 229940 1252584 9098 6097 13291 53123 27421 109030 119074212 635008 0.94260 0.93660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3635351 159874 102587 3692638 3532371 203277 100297 3635351 3318033 312348 98010 3532371 3432353 -32103 82217 3318033 3424797 60040 52484 3432353 0.85000 0.15000 1 0 295333 295333 4446300 2391712 2054588 1236075 646676 589399 2939320 X 17258138 115559 129160 -7953 236766 17021372 74650 6265584 6340234 23361606 17041097 129160 129160 16911937 74650 6265584 6340234 23252171 Part V, Line 4: To provide a predictable stream of income for program operations. Part X, Line 2: Management believes UWCW does not have any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Change in value perpetual trust -7,953. Part XI, Line 4b - Other Adjustments: Pledges designated by donors 6,265,584. Part XII, Line 4b - Other Adjustments: Pledges designated by donors 6,265,584. 1 211 Info PO Box 11830 Portland OR 97211 930784586 501(c)3 50000 Safety Net Grant A Jesus Church Family Inc 10500 SW Nimbus Ave Bldg T Portland OR 97223 200368851 501(c)3 5748 Donor Choice Alano Club of Portland Oregon The 909 NW 24th Ave Portland OR 97210 930370227 501(c)3 5000 Donor Choice American Cancer Society PO Box 22718 Oklahoma City OK 73123 131788491 501(c)3 5970 Donor Choice American Leadership Forum of Oregon 221 NW Second Ave Suite 306 Portland OR 97209 943106407 501(c)3 5071 Donor Choice American Red Cross of Northwest Oregon Chapter PO Box 4125 Portland OR 97208 530196605 501(c)3 14689 Donor Choice Beaverton Foursquare Church 13565 SW Walker Rd Beaverton OR 97005 930655509 501(c)3 11757 Donor Choice Bienestar 220 SE 12th Ave Ste A-100 Hillsboro OR 97123 930860753 501(c)3 5000 Catalyst Fund from Multhnomah Country Grant Black United Fund of Oregon 2828 NE Alberta St Portland OR 97211 930843267 501(c)3 5000 Catalyst Fund Black United Fund of Oregon 2828 NE Alberta St Portland OR 97211 930843267 501(c)3 11961 Donor Choice Boy Scouts of America-Cascade Pacific Council-PtldVancouver 2145 SW Naito Pkwy Portland OR 97201 930386792 501(c)3 6986 Donor Choice Bridgetown Church 1306 NW Hoyt St402 Portland OR 97209 811992757 501(c)3 19806 Donor Choice CAIRO Academy 13909 SE Stark St Portland OR 97233 811843680 501(c)3 13058 Early Learning Exp CAIRO Academy 13909 SE Stark St Portland OR 97233 811843680 501(c)3 5000 Catalyst Fund from Multhnomah Country Grant CASA for Children Inc 1401 NE 68th Ave Portland OR 97213 930923866 501(c)3 8191 Donor Choice CASH Oregon (Creating Assets Savings & Hope) 2027 Lloyd Center Portland OR 97232 205682797 501(c)3 100000 Safety Net Grant Chaplain Services PO Box 397 Sandy OR 97055 931242942 501(c)3 5843 Donor Choice Childrens Trust Fund of Oregon Foundation PO Box 14694 Portland OR 97293 931310666 501(c)3 10530 Donor Choice Church of Jesus Christ of Latter Day Saints Attn Holly Ciervo 50 E North Temple Room 1521 Salt Lake City UT 84150 870234341 501(c)3 7206 Donor Choice Church of Jesus Christ of Latter Day Sts Attn Holly Ciervo 50 E North Temple Room 1521 Salt Lake City UT 84150 870234341 501(c)3 30302 Donor Choice Clackamas Service Center PO Box 2620 Clackamas OR 97015 930626175 501(c)3 10000 Safety Net Grant Clackamas Service Center PO Box 2620 Clackamas OR 97015 930626175 501(c)3 6037 Community Relief Fund Community Action 1001 SW Baseline Street Hillsboro OR 97123 930554941 501(c)3 50682 Safety Net Grant Community Housing Resource Center 1910 W Fourth Plain Blvd Suite 400 Vancouver WA 98660 911641351 501(c)3 20000 Safety Net Grant Council for the Homeless 2500 Main St Vancouver WA 98660 912001828 501(c)3 41282 Safety Net Grant Crossroads Community Church 7708 NE 78th Vancouver WA 98662 910949794 501(c)3 5250 Donor Choice Doernbecher Children's Hospital Foundation Peter O Kohler MD Pres OHSU 1121 SW Salmon St Ste 201 Portland OR 97205 930579589 501(c)3 7136 Donor Choice EarthShare Oregon PO Box 426056 Washington DC 20042 931001285 501(c)3 15686 Donor Choice First United Methodist Church 560 Columbia Blvd St Helens OR 97051 930559024 501(c)3 9214 Donor Choice Friendly House Inc 2617 NW Savier St Portland OR 97210 930524232 501(c)3 7162 Donor Choice Friends of the Children - Portland 44 NE Morris Portland OR 97212 931098105 501(c)3 8129 Donor Choice Fruit Valley Foundation 915 Broadway Suite 250 Vancouver WA 98660 550893839 501(c)3 8502 Donor Choice Habitat for Humanity of Oregon PO Box 11452 Portland OR 97211 931180321 501(c)3 12407 Donor Choice Hacienda Community Development Corporation 6700 NE Killingsworth St Portland OR 97218 930979064 501(c)3 46575 Multnomah County Grants Home Forward Attn Accounting 135 SW Ash St Portland OR 97204 203448706 501(c)3 84446 Safety Net Grant Imago Dei Community Church 1302 SE Ankeny St Portland OR 97214 931277176 501(c)3 15085 Donor Choice Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 25068 Early Learning Exp Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 424000 Multnomah County Grants Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 12315 Donor Choice Innovative Changes 2027 Lloyd Center Portland OR 97232 800516996 501(c)3 5000 Catalyst Fund Janus Youth Programs 707 NE Couch St Portland OR 97232 237345990 501(c)3 5620 Donor Choice Junior Achievement of Oregon & SW Washington 7830 SE Foster Road Portland OR 97206 930384007 501(c)3 5539 Donor Choice KairosPDX Attn Marsha Williams PO Box 12190 Portland OR 97212 460987167 501(c)3 25875 Multnomah County Grants Labor's Community Service Agency Inc 9955 SE Washington St Suite 211 Portland OR 97216 237393223 501(c)3 9278 Donor Choice Labor's Community Service Agency Inc 9955 SE Washington St Suite 211 Portland OR 97216 237393223 501(c)3 120000 Safety Net Grant Lakeshore Learning Materials 2695 E Dominguez St Carson CA 90895 941525814 501(c)3 18993 Early Learning Exp Latino Network 410 NE 18th Ave Portland OR 97213 731675402 501(c)3 424000 Multnomah County Grants Lawyers Campaign for Equal Justice 620 SW 5th Avenue Suite 1225 Portland OR 97204 931193792 501(c)3 34442 Donor Choice LifeWorks NW 14600 NW Cornell Rd Portland OR 97229 930502822 501(c)3 11724 Donor Choice Maybelle Center for Community 605 NW Couch St Portland OR 97209 931060938 501(c)3 12500 Donor Choice McKenzie River Gathering Foundation PO Box 12489 Portland OR 97214 930691187 501(c)3 6126 Donor Choice Medical Teams International PO Box 10 Portland OR 97207 930878944 501(c)3 5717 Donor Choice Mercy Corps PO Box 2669 Portland OR 97208 911148123 501(c)3 11962 Donor Choice Metropolitan Family Service 230 NE Second Ave 2 Hillsboro OR 97124 930397825 501(c)3 242000 Multnomah County Grants Metropolitan Family Service 230 NE Second Ave 2 Hillsboro OR 97124 930397825 501(c)3 6510 Donor Choice Miracle Theater Group 425 SE 6th Ave Portland OR 97214 930907543 501(c)3 31050 Multnomah County Grants Morrison Child and Family Services-Rosemont School 11035 NE Sandy Blvd Portland OR 97220 930354176 501(c)3 5065 Donor Choice Mt Hood Community College Attn Jason Luttrell 26000 SE Stark St Portland OR 97030 237061622 115(1) 123679 Early Learning Exp Multnomah County (DCHS) SUN Service System 421 SW Oak St Ste 240 Portland OR 97204 936002309 115(1) 1093976 Early Learning Exp Native American Youth & Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)3 330166 Multnomah County Grants Nature Conservancy 4245 N Fairfax Dr Ste 100 Arlington VA 22203 530242652 501(c)3 5704 Donor Choice Northwest Housing Alternatives 2316 SE Willard St Milwaukie OR 97222 930814473 501(c)3 23590 Safety Net Grant NW Natural Attn Treasury PO Box 6017 Portland OR 97228 946076144 N/A 172474 Gas Assistance Program Oregon Food Bank 7900 NE 33rd Dr Portland OR 97211 930785786 501(c)3 26959 Donor Choice Oregon Health & Science University Foundation (OHSF) 1121 SW Salmon St Ste 200 Portland OR 97205 237083114 501(c)3 11178 Donor Choice Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97211 930386880 501(c)3 23956 Donor Choice Oregon Public Broadcasting 7140 SW Macadam Ave Portland OR 97219 930814638 501(c)3 8606 Donor Choice Oregon Public Health Institute 411 NE 19th Ave Building 1 First Floor Portland OR 97232 931259522 501(c)3 646945 Early Learning Exp Oregon Zoo Foundation The 4001 SW Canyon Rd Portland OR 97221 930718337 501(c)3 11776 Donor Choice Outside In 1132 SW 13th Ave Portland OR 97205 930567549 501(c)3 9424 Donor Choice Philanthropy Northwest 2101 4th Avenue Suite 650 Seattle WA 98121 911110995 501(c)3 7500 Complete Count Census Collaboration Project Expense Planned Parenthood of the Columbia Willamette 3727 NE Martin Luther King Jr Blvd Portland OR 97212 936031270 501(c)3 22701 Donor Choice Portland Art Museum 1219 SW Park Ave Portland OR 97205 930391604 501(c)3 7600 Donor Choice Portland Meet Portland 1320 SE 122nd Ave Portland OR 97233 472471876 501(c)3 13000 Strategic Initiative Grants Portland Rescue Mission PO Box 3713 Portland OR 97208 930429004 501(c)3 5705 Donor Choice Portland Rotary Charitable Trust 1220 SW Morrison St Suite 425 Portland OR 97205 936031284 501(c)3 26322 Donor Choice Regional Arts & Culture Council 411 NW Park Ave Ste 101 Portland OR 97209 931059037 501(c)3 8403 Donor Choice Royal Ridges Retreat PO Box 3010 Battle Ground WA 98604 943088285 501(c)3 5619 Donor Choice Salvation Army Clark County 1500 NE 112th Avenue Vancouver WA 98684 222406433 501(c)3 6845 Donor Choice Salvation Army Cascade Division 8495 SE Monterey Ave Box 9 Happy Valley OR 97086 941156347 501(c)3 8751 Donor Choice Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)3 482750 Multnomah County Grants Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)3 12105 Donor Choice Sunshine Division Inc 687 N Thompson Portland OR 97227 930429354 501(c)3 10734 Donor Choice Tenants Union of Washington State 5425 Ranier Ave S Suite B Seattle WA 98118 910967863 501(c)3 5000 Catalyst Fund The Jefferson Dancers 5210 N Kerby Portland OR 97217 936000830 501(c)3 5417 Donor Choice Transit Employee Support Team PO Box 13332 Portland OR 97213 271215210 501(c)3 21223 Donor Choice Urban League of Portland 10 N Russell St Portland OR 97227 930395590 501(c)3 77625 Multnomah County Grants Virginia Garcia Memorial Foundation PO Box 46149 Aloha OR 97007 912077840 501(c)3 7049 Donor Choice Washington County HHS Suite 270 MS 25 155 N First Ave Hillsboro OR 97124 936002316 115(1) 1264948 Early Learning Exp Washington County Finance Division Suite 270 MS 25 155 N 1st Avenue Hillsboro OR 97124 936002316 115(1) 64119 Early Learning Exp Well Community Church 1734 NE 1st Avenue Portland OR 97212 931294368 501(c)3 8008 Donor Choice Westside Church of Christ 5525 SW Menlo Drive Beaverton OR 97005 930698686 501(c)3 7305 Donor Choice Youth Educating Police 3840 SW Dosch Rd Portland OR 97239 823166117 501(c)3 5000 Catalyst Fund YWCA Clark County PO Box 2206 Vancouver WA 98668 910569882 501(c)3 5349 Donor Choice 89 5 Part I, Line 2: Program Grants: As a condition for receiving grant funds, grantees are required to submit: 1) a funding agreement signed by the organization's board president and the chief executive officer; 2) organization's anti-discrimination policy; 3) certification stating that United Way funds will be used in compliance with all applicable anti-terrorism financing and asset control laws, statutes and executive orders; and 4) organizations with annual budgets over $500,000, an annual audit, and organizations with budgets under $500,000, an annual financial review. In addition grantees submit an annual work plan that reflects: 1) goals and objectives of the funded project with specific deliverables and milestones; 2) an evaluation plan to measure accomplishment of the goals and objectives; and 3) budget of expenses for staffing, equipment, training and other program needs related to project goals and objectives. Progress reports are required every 6 months to determine that grantees are implementing the program according to this work plan, achieving the goals of the program and spending United Way funds according to the project budget. Monitoring includes semi-annual progress report reviews, annual site visits, and formal program review. Technical assistance is provided to bring programs into compliance regarding the terms of the funding agreement, the program budget, management, implementation and/or achievement of project goals. United Way reserves the right to conduct additional reviews of a funded project at any time during the funding year. Organizations are required to return to United Way any funds paid to the organization which may no longer be used for their intended purposes as outlined in the work plan. United Way may authorize deferment of payment whenever required reports are not submitted, requested additional information is not submitted and/or for repeated non-compliance with terms of the funding agreement. Upon presentation of information regarding alleged fiscal mismanagement, serious financial concerns that impact the project's performance, significant deficiencies in service delivery, and/or non-compliance with the terms of the funding agreement, the Community Impact Cabinet may recommend cancellation of the funding agreement. Cancellation of the funding agreement is the responsibility of the United Way Board of Directors. Amounts Designated by Donors: United Way of the Columbia-Willamette honors donor intent, including requests to fund specific nonprofit organizations that meet the IRS qualification of a tax exempt charitable organization. X X X X 0 0 0 0 0 0 0 0 0 Keith Thomajan Former President/CEO 202508 0 40 0 5004 0 6329 0 33793 0 247674 0 0 0 Form 990, Part III, Line 1 At United Way of the Columbia-Willamette, we have a simple, ambitious vision: invest in our region's kids so they are free from poverty and free to reach their potential. We have been bringing our community to do good for nearly 100 years. We are uniquely positioned to connect and support the people, nonprofits, businesses and government agencies working hard to address poverty in our region. Leveraging our capacity as a convener and our trusted brand as an influencer, we focus on where the need is the greatest and identify and scale what works. Together we are making schools, families and communities stronger for the kids of our region. Schools for kids: We are working to ensure that kids, from pre-school through graduation, get the support they need to stay in school and succeed so they can enter college or the workforce ready to thrive and contribute. Families for kids: We are helping families meet basic needs and have a stable foundation so kids can focus in school. Communities for kids: We are activating the village. We mobilize over 20,000 volunteers a year by connecting them to projects that directly support kids in our region. Together, we can make our region a better place for everyone. Together, we are united for impact. Learn more about our mission and what we do at: https://www.unitedway-pdx.org Form 990, Part VI, Section B, line 11b The IRS Form 990 is electronically sent to all finance committee members and reviewed at the finance committee meeting. Once reviewed by the finance committee, the 990 is electronically sent to all board members for review. The 990 is then submitted to the IRS and posted to the UWCW website. Form 990, Part VI, Section B, line 12c The United Way of the Columbia-Willamette's Code of Ethics certification and a Conflict of Interest disclosure are completed and signed annually by all Board members, committee members, and staff on an annual basis. Tracking is in place to ensure compliance and these forms are reviewed by the HR Director. A summary of conflicts of interest are provided to the President and Board Chair annually. Board and Committee members do not participate in discussions or vote on matters where they have a conflict. Form 990, Part VI, Section B, line 15 The Human Resources Director at United Way of Columbia-Willamette conducts a salary survey every other year. Salary data from United Way World Wide, direct contact with United Ways of similar size, 990 salary data, local non-profit surveys, and other job specific information from the Portland metro area are analyzed. Staff salaries and salary survey data are reviewed by the UWCW leadership team to ensure that each position falls within the appropriate salary range. The Board of Directors reviews the compensation of organization officers. Form 990, Part VI, Section C, line 19 United Way of Columbia-Willamettes governing documents, code of ethics, conflict of interest policy, and anti-discrimination policy are available upon request. The audited financial statements, IRS Form 990, and the Annual Report are available on the website. Form 990, Part XI, line 9: Change in value of perpetual trusts -7,953.