2019-11-01T15:06:16-07:00 2018-12-31 201726392 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 973013618 990 2018-01-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 Rhonda Wolf COO 2019-11-01 true Michelle A Pecora P00009440 5037791902 2018 2020-03-31 21:24:44Z Bud Pierce 455 BLILER AVE NE SALEM OR 973015069 2539357 false false X WWW.UNITEDWAYMWV.ORG X 1937 OR 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. 17 17 13 418 0 1295370 2116545 13334 18922 25498 47572 4925 0 1339127 2183039 70757 1040636 0 292627 469589 0 233537 247546 590108 610930 2100333 728197 82706 2748743 2739815 297744 298180 2450999 2441635 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 1252419 468020 Community Impact:The challenges our communities face are complex and too big for any single organization to solve. United Way of the Mid-Willamette Valley (United Way) works collaboratively throughout Marion, Polk, and Yamhill counties to identify community needs based on current data and to direct resources toward collaborative and individual programs that will result in the most successful, long-term outcomes. United Way strives to improve lives by supporting community-wide initiatives that will help children, individuals and families to succeed. Community impact funds are awarded on a one-year cycle through a competitive grant process. 196246 Good360 Program:United Way of the Mid-Willamette Valley is proud to be a distribution partner through Good360-a partnership that allows the United Way to obtain retail goods from regional businesses and redistribute the goods to nonprofit organizations located in Marion, Polk, and Yamhill counties.During the last fiscal year the program provided more than $190,000 in goods to nonprofits in the tri-county region. Each of these nonprofits redistribute the goods directly into the hands of individuals in need. This support helps nonprofits keep down overhead costs, expand capabilities, and ultimately serve more people in their community. 160902 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. 1609567 true true false false false true false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 10 0 true 13 true false false false false false false false false 0 false false false false false false false false false false false false X 17 17 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 Bud Pierce President 1.00 0.00 X X 0 0 0 Ken Jundt Director 1.00 0.00 X 0 0 0 Kevin Cameron Vice President 1.00 0.00 X X 0 0 0 Matthew Casebeer Secretary 1.00 0.00 X 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 Director 1.00 0.00 X 0 0 0 Morgan Sund Director 1.00 0.00 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 Claire Adams Director 1.00 0.00 X 0 0 0 Ricardo Soto Gonzales Director 1.00 0.00 X 0 0 0 Elizabeth Seare Director 1.00 0.00 X 0 0 0 Rhonda Wolf COO 40.00 0.00 X 65833 0 9482 65833 9482 0 false false false 0 1344215 200000 572330 207447 2116545 Administrative Fees 900099 18922 18922 18922 35952 35952 0 0 0 367938 356318 11620 11620 11620 0 0 0 0 2183039 66494 1040636 1040636 0 0 0 65833 23199 22276 20358 0 328764 115854 111246 101664 2664 939 901 824 33228 11709 11244 10275 39100 13779 13231 12090 88750 53713 21725 13312 9743 5451 4292 4010 4010 0 0 7198 7198 12719 12060 605 54 11853 11696 74 83 49813 23604 11488 14721 10242 944 7580 1718 0 39788 6318 18757 14713 8137 4638 290 3209 0 6633 3817 1778 1038 0 18012 5646 6841 5525 46316 36126 4632 5558 8341 2352 2636 3353 Distribution of Donated Goods 196246 196246 Community Impact Program Exp 40040 40040 Campaign Expenses 21855 21855 OTHER COSTS 8681 800 6425 1456 1731 1731 2100333 1609567 257229 233537 100 100 764837 647682 376805 418904 68194 7313 0 0 325000 325000 0 27747 26329 882514 347787 556869 534727 622932 698075 0 0 0 6259 81685 2748743 2739815 107481 109983 190263 188197 297744 298180 X 2327312 2155304 95000 257644 28687 28687 2450999 2441635 2748743 2739815 82706 -88056 -4014 X false true X true false X 1833189 1606855 1602600 1295370 2116545 8454559 0 0 1833189 1606855 1602600 1295370 2116545 8454559 0 8454559 38237 40484 19052 10657 29872 138302 0 4925 4925 8597786 0.98330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 163787 17201 135437 true true 161642 -10201 151441 151788 9854 161642 139812 11976 151788 32127 110601 -2916 139812 28687 3440 32127 0.81060 0.18940 true false false 125000 125000 647548 287264 360284 109966 60523 49443 534727 CAPITAL LEASE PAYABLE 35492 DESIGNATIONS PAYABLE 152705 188197 X 1943352 -88056 16369 -71687 2015039 7198 160802 168000 2183039 1948702 16369 16369 1932333 7198 160802 168000 2100333 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 in the year ended December 31, 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 had no uncertain tax positions as of December 31, 2018.United Way files informational and income tax returns in the United States, state and local jurisdictions. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $160802 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $160802 true AMITY SCHOOL DISTRICT 807 S TRADE ST AMITY OR 97101 6200 0 CHILDHOOD POVERTY AUBURN ELEMENTARY 4612 AUBURN RD NE SALEM OR 97301 5400 0 CHILDHOOD POVERTY BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 930581470 501(C)(3) 27713 0 PROVIDER CAPACITY/DESIGNATIONS CASCADE SCHOOL DISTRICT 10226 MARION RD TURNER OR 97392 9000 0 CHILDHOOD POVERTY DALLAS SCHOOL DISTRICT 111 SW ASH ST DALLAS OR 97338 9600 0 CHILDHOOD POVERTY FAMILY BUILDING BLOCKS 2425 LANCASTER DR NE SALEM OR 97305 931233373 501(C)(3) 37214 0 PROVIDER CAPACITY/DESIGNATIONS JEFFERSON LIBRARY 128 MAIN ST JEFFERSON OR 97352 10000 0 RAISING SERVICE PROVIDER CAPACITY KEIZER ELEMENTARY 5600 MCCLURE ST N KEIZER OR 97303 5400 0 CHILDHOOD POVERTY LIBERTY HOUSE 2685 4TH STREET NE SALEM OR 97301 931236936 501(C)(3) 46064 0 PROVIDER CAPACITY/DESIGNATIONS LUTHERAN FAMILY SERVICES 422 NE 5TH ST SUITE A MCMINNVILLE OR 97128 930386860 501(C)(3) 32125 0 PROVIDER CAPACITY/DESIGNATIONS MARION COUNTY CASA PO BOX 12765 SALEM OR 97309 810583065 501(C)(3) 75467 0 PROVIDER CAPACITY/DESIGNATIONS MCMINNVILLE FREE CLINIC 2155 NW 2ND ST MCMINNVILLE OR 97128 352444142 501(C)(3) 10000 0 RAISING SERVICE PROVIDER CAPACITY MCMINNVILLE HABITAT FR HUMNTY PO BOX 301 MCMINNVILLE OR 97128 931025835 501(C)(3) 10856 0 HOUSING/DESIGNATIONS MCMINNVILLE SCHOOL DISTRICT 1500 BAKER ST MCMINNVILLE OR 97128 27200 0 CHILDHOOD POVERTY MID-WILLAMETTE VALLEY COMACT 2475 CENTER STREET NE SALEM OR 97301 237056987 0 411814 FMV DONATION OF PROPERTY HOMELESSNESS NEWBERG SCHOOL DISTRICT 714 6th STREET NEWBERG OR 97132 18400 0 CHILDHOOD POVERTY NORTH SANTIAM SCHOOL DISTRICT 1155 N 3RD AVE STAYTON OR 97383 9400 0 CHILDHOOD POVERTY SALEM ALLIANCE CHURCH 555 GAINES ST NE SALEM OR 97301 25000 0 RAISING SERVICE PROVIDER CAPACITY SALEM FREE CLINICS 1300 BROADWAY ST NE STE 104 SALEM OR 97301 203549992 501(C)(3) 32580 0 PROVIDER CAPACITY/DESIGNATIONS SILVER FALLS SCHOOL DISTRICT 612 SCHLADER ST SILVERTON OR 97381 13800 0 CHILDHOOD POVERTY ST PATRICK CHURCH 1275 E ST INDEPENDENCE OR 97351 10100 0 GENERAL WOU DEVELOPMENT FOUNDATION 345 N MONMOUTH AVENUE MONMOUTH OR 97361 22000 0 EDUCATION YAMHILL CHRISTIAN CHURCH 265 W MAIN ST YAMHILL OR 97148 7222 0 DESIGNATIONS 18 5 Grantmaker's Description of How Grants are Used The 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. X 190758 SALES VALUE X 1 76493 SALES PRICE X Bus Passes 1 16689 FMV false false false 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 BY THE ORGANIZATION'S FINANCE COMMITTEE AND A COPY IS ALSO DISTRIBUTED TO ALL BOARD MEMBERS 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 EXECUTIVE DIRECTOR'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 EXECUTIVE DIRECTOR'S SALARIES OF SIMILAR SIZED UNITED WAY ORGANIZATIONS. THE BOARD HAS GIVEN THE AUTHORITY TO THE EXECUTIVE DIRECTOR (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.