2020-11-16T14:38:05-08:00 2019-12-31 201726392 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 97301 990 2019-01-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 Rhonda Wolf CEO 2020-11-16 true Michelle A Pecora P00009440 5037791902 2019 2021-01-29 14:40:06Z Bud Pierce 455 BLILER AVE NE SALEM OR 973015069 3582787 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. 16 16 17 248 0 2116545 3098957 18922 53256 47572 60185 0 2183039 3212398 1040636 986925 0 469589 621577 0 280846 590108 1164748 2100333 2773250 82706 439148 2739815 3453523 298180 482339 2441635 2971184 Unite people and resources to build a stronger community. Our mission is to improve the conditions of Marion, Polk and Yamhill Counties by mobilizing people, time, talent, relationships, expertise, technology, financial assets and other resources to improve people's lives. false false 1106575 661294 Community Impact:Our communities are rich with nonprofit providers who strive to address the gaps in care for our community members. United Way of the Mid-Willamette Valley works collaboratively throughout Marion, Polk and Yamhill Counties to identify community needs, and direct resources toward partnerships and programs that will result in the most successful long-term outcomes. United Way strives to improve lives by supporting several unique initiatives that strengthen our community and provide valuable resources for individuals, families and organizations. United Way supports local nonprofits work with resources including volunteers, goods and materials, advocacy and where strategies align funding. This collective approach has shown to improve results and United Way applies these concepts in the areas of education, homelessness, and other critical issues to ensure the community achieves greater and greater success. Here are a few examples of what we have accomplished during 2019:Access to basic hygiene is a recurring issue for those people affected by homelessness. During 2019, with donor support and working in partnership with ARCHES, United Way purchased a 22-foot Mobile Shower trailer that will be driven to locations across the Mid-Valley region. Villages United is a community based membership organization started in 2019 focused on helping seniors live independently in their own homes as they age. This new non-profit has joined a national movement working to help seniors live active, healthy lifestyles. It is estimated that over 450 women are living on the streets in Marion County at any given time. These women are subject to increased risk of assault, rape and robbery every day. United Way is working to change that. At the end of 2019 and with the support of our community partner, Inside Out Ministries, United Way launched a new overnight shelter for women. SafeSleep will provide a safe, warm, secure place for women to sleep, eat and have access to wrap around supports that increase their chances of rebuilding their lives. 765423 Good360 Program:As the regional distribution hub for the national Good360 program, United Way of the Mid-Willamette Valley has relied on this vital resource to enhance its call to action to support our nonprofit service providers. Our investment in a full-time manager, a delivery truck, and an 8,000 square foot warehouse increased our ability to distribute donated goods from area businesses. Our Good360 Gifts-In-Kind program grew exponentially this year with budding relationships with the Amazon Distribution Centers in our region.As we approach the next phase of growth for this program, we continue to refine and improve the Good360 Gifts In Kind program to build a sustainable and robust resource for our nonprofit providers, schools and faith-based organizations. 325631 Designations:United Way of the Mid-Willamette Valley (United Way) conducts annual community giving campaigns to raise funds, recruit volunteers and to increase public involvement and commitment to addressing high priority health and human care issues in Marion, Polk, and Yamhill counties.United Way offers individual donors the opportunity to designate their gifts to eligible nonprofit organizations. Designations are paid to the nonprofit organization when collected from the donor. For designations to nonprofit organizations located in the state of Oregon, United Way charges no fee for this service. In order for the United Way to forward a designated donation, the designated organization must meet the following criteria:- Contributions to the organization must be fully tax deductible for the donor (thus excluding political campaigns, political action groups, tuition, dues, sponsorship for fundraising events or other payments for services).- The organizations must be located in Oregon, with the exception of other United Ways.- Entities that are considered to be a government or educational institution, regardless of 501(c)(3)status, (i.e. colleges, universities, private/public schools, cities, counties), or designations that would result in the donor receiving value such as sponsorships, auction items, or memberships are excluded. 2197629 true true false false false true false false false true true false false true 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 false false false false true 9 0 true 17 true false false false false false false false 0 false false false false false false false X 16 16 false true 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 72567 0 9573 Bud Pierce President 1.00 0.00 X X 0 0 0 Ken Jundt Immed Past Pres 1.00 0.00 X X 0 0 0 Kevin Cameron Vice President 1.00 0.00 X X 0 0 0 Matthew Casebeer Director 1.00 0.00 X 0 0 0 Phil McCorkle 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 Jim Edmonds Director 1.00 0.00 X 0 0 0 Ryan Rasmussen Treasurer 1.00 0.00 X X 0 0 0 Morgan Sund Secretary 1.00 0.00 X X 0 0 0 Alejandro Vazquez Director 1.00 0.00 X 0 0 0 Bahaa Wanly Director 1.00 0.00 X 0 0 0 Sara Paolo Director 1.00 0.00 X 0 0 0 Raul Marquez Director 1.00 0.00 X 0 0 0 Robin Wilson Director 1.00 0.00 X 0 0 0 Ricardo Soto Gonzales Director 1.00 0.00 X 0 0 0 CLAIRE ADAMS Director 1.00 0.00 X 0 0 0 ELIZABETH SEARE Director 1.00 0.00 X 0 0 0 72567 9573 0 false false false 0 1467710 1631247 1306509 3098957 Administrative Fees 900099 53256 53256 53256 38309 38309 0 0 0 392265 370389 21876 21876 21876 0 0 0 0 3212398 53256 60185 986925 986925 0 0 0 72567 1451 67488 3628 0 455441 191787 85533 178121 3037 1057 1048 932 37563 8667 15399 13497 52969 19532 15771 17666 70000 42000 17500 10500 4218 1444 2774 30203 30203 0 0 14758 14758 13496 12626 542 328 5887 1503 3572 812 60812 31368 13206 16238 7765 2565 2664 2536 0 28107 21397 6710 9795 7149 148 2498 0 13090 9644 1404 2042 0 14000 4963 6355 2682 42876 33443 4288 5145 10545 2692 6398 1455 Distribution of Donated Goods 760423 760423 Community Impact Program Exp 55914 55914 Campaign Expenses 12663 12663 MEMBERSHIP DUES 5441 5441 4755 1079 283 3393 2773250 2197629 294775 280846 100 100 647682 291538 418904 668697 7313 0 0 0 325000 325000 226301 26329 34901 941140 387864 534727 553276 698075 1033144 0 0 0 81685 320566 2739815 3453523 109983 180107 188197 302232 298180 482339 X 2155304 2434301 286331 536883 2441635 2971184 2739815 3453523 439148 90401 X false true X true false X 1606855 1602600 1295370 2116545 3098957 9720327 0 0 1606855 1602600 1295370 2116545 3098957 9720327 0 9720327 40484 19052 10657 35952 38309 144454 0 4925 4925 9869706 0.98490 0.98330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 278154 73218 371739 true true 151441 27212 178653 161642 -10201 151441 151788 9854 161642 139812 11976 151788 32127 110601 -2916 139812 0.83940 0.16060 true false false 125000 125000 699588 312170 387418 116552 75694 40858 553276 OTHER ASSETS 5566 PROPERTY HELD FOR SALE 315000 320566 CAPITAL LEASE PAYABLE 23860 DESIGNATIONS PAYABLE 278372 302232 X 2967410 90401 5000 95401 2872009 14758 325631 340389 3212398 2437861 5000 5000 2432861 14758 325631 340389 2773250 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, 2019 or 2018.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, 2019 and 2018.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 $325631 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $325631 true A FAMILY PLACE 1714 VILLA RD NEWBERG OR 97132 930386860 501(c)(3) 6574 0 DESIGNATIONS BAKER CITY SKATE PARK 555 BAKER ST BAKER CITY OR 97302 12500 0 CAPACITY BUILDING BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 931038306 501(c)(3) 6800 0 DESIGNATIONS CATHOLIC COMMUNITY SERVICES 3737 PORTLAND RD NE SALEM OR 97301 930903773 501(c)(3) 10000 0 CHILDHOOD POVERTY CENTER FOR NONPROFIT STEWARD 355 NW 7TH ST CORVALLIS OR 97330 260015593 501(c)(3) 8000 0 CAPACITY BUILDING CENTRAL SCHOOL DISTRICT 750 S 5TH ST INDEPENDENCE OR 97351 18400 0 CHILDHOOD POVERTY DALLAS UNITED METHODIST CHRCH 565 SE LACREOLE DR DALLAS OR 97338 237117301 501(c)(3) 35500 0 CAPACITY BUILDING FAMILY PROMISE OF MWV 1055 EDGEWATER ST NW SALEM OR 97304 931234367 501(c)(3) 30500 0 HEALTH HABITAT FOR HUMANITY MWV 1220 12TH ST SE SALEM OR 97302 931025497 501(c)(3) 10000 0 HEALTH/DESIGNATIONS HELPING HANDS RE-ENTRY PO BOX 413 SEASIDE OR 27115 271158468 501(c)(3) 15000 0 HEALTH/DESIGNATIONS HELPING HANDS RESOURCES 1755 13TH ST SE SALEM OR 97302 930681401 501(c)(3) 15000 0 HEALTH/DESIGNATIONS HIV ALLIANCE 1195A CITY VIEW ST EUGENE OR 97402 930962546 501(c)(3) 15500 0 CAPACITY BUILDING ISAACS ROOM 299 COTTAGE ST NE SALEM OR 97301 931267455 501(c)(3) 10000 0 CAPACITY BUILDING JAMES 2 COMMUNITY KITCHEN PO BOX 1257 DALLAS OR 97338 264033875 501(c)(3) 8000 0 CAPACITY BUILDING JULIETTES HOUSE 1075 SW CEDARWOOD AVENUE MCMINNVILLE OR 97128 931156152 501(c)(3) 25500 0 CHILDHOOD POVERTY/DESIGNATIONS LIBERTY HOUSE 2685 4TH STREET NE SALEM OR 97301 931236936 501(c)(3) 10050 0 CHILDHOOD POVERTY LUTHERAN COMMUNITY SVCS NW 435 NE EVANS ST A MCMINNVILLE OR 97128 930386860 501(c)(3) 10000 0 CHILDHOOD POVERTY/DESIGNATIONS MARION COUNTY CASA PO BOX 12765 SALEM OR 97309 810583065 501(c)(3) 10000 0 CHILDHOOD POVERTY MARION-POLK FOOD SHARE 1660 SALEM INDUSTRIAL DR NE SALEM OR 97301 943034161 501(c)(3) 10650 0 DESIGNATIONS/BASIC NEEDS MCMINNVILLE HABITAT FR HMNTY 1040 SE 1ST ST MCMINNVILLE OR 97128 931025835 501(c)(3) 10000 0 HEALTH POLK CO FAMILY & COMM OUTRCH 182 SW ACADEMY ST 220 DALLAS OR 97338 45500 0 BASIC NEEDS RECOVERY OUTREACH COMM CNTR 2555 SILVERTON RD NE SUITE C SALEM OR 97301 510653159 501(c)(3) 10000 0 HEALTH SALEM KEIZER EDUCATION FNDTN PO BOX 3727 SALEM OR 97302 930831467 501(c)(3) 25000 0 CAPACITY BUILDING SALEM ROTARY FOUNDATION PO BOX 3981 SALEM OR 97302 237060946 501(c)(3) 17600 0 CAPACITY BUILDING/DESIGNATIONS SALEM-KEIZER COALITION FOR EQ 3850 PORTLAND RD NE STE 100 SALEM OR 97301 651203900 501(c)(3) 10000 0 CHILDHOOD POVERTY SALEM-KEIZER PUBLIC SCHOOLS 2450 LANCASTER DR NE SALEM OR 97305 7500 0 BASIC NEEDS/CHILDHOOD POVERTY SANTIAM HOSPITAL 1401 N 10TH AVE STAYTON OR 97383 930415219 501(c)(3) 7000 0 BASIC NEEDS SILVERTON AREA COM AID 421 S WATER ST SILVERTON OR 97381 930884237 501(c)(3) 20500 0 CAPACITY BUILDING/BASIC NEEDS SMART 4068 HUDSON AVE NE SALEM OR 97301 931051724 501(c)(3) 7307 0 CHILDHOOD POVERTY ST FRANCIS SHELTER 1820 BERRY ST SE SALEM OR 97302 930943539 501(c)(3) 20940 0 HEALTH/DESIGNATIONS ST PATRICK CHURCH 1275 E ST INDEPENDENCE OR 97351 930585564 501(c)(3) 6000 0 CAPACITY BUILDING UNION GOSPEL MISSION PO BOX 431 SALEM OR 97308 930457267 501(c)(3) 52000 0 HEALTH VIRGINIA GARCIA MEM HLTH CNTR PO BOX 6149 ALOHA OR 97007 930717997 501(c)(3) 10000 0 CHILDHOOD POVERTY/BASIC NEEDS YAMHILL CHRISTIAN CHURCH 265 W MAIN STREET YAMHILL OR 97148 9008 0 DESIGNATIONS 32 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. 978314 SALES VALUE 2 13195 FMV 1 315000 FMV false true true Part I, Line 32, Hire and Use of Third Parties UWMWV uses an investment broker to accept and sell donated publicly traded securities. For donated residential real estate, UWMWV uses a real estate agent to sell the donated property. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company DELEGATED CONTROL OVER MANAGMENT DUTIES TO:TEAL FALLS LLCRONALD J HAYSTeal Falls LLC is in the business of providing executive management and professional services to nonprofit organizations. United Way engaged Teal Falls to perform these services including, without limitation, overseeing all business operations, strategic planning, key personnel decisions, managing resource development initiatives, and developing relationships with key stakeholders. 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 was distributed to all board members before 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. SAFESLEEP UNITED LLC 455 BLILER AVE NE SALEM OR 97301 OVERNIGHT WOMEN'S SHELTER OR UNITED WAY OF THE MID WILLAMETTE VALLEY UWMWV PROPERTIES LLC 455 BLILER AVE NE SALEM OR 97301 PROPERTY TRANSACTIONS OR UNITED WAY OF THE MID WILLAMETTE VALLEY false false false false false false false false false false false false false false false false false false false