2018-02-16T11:44:28-06:00 2017-06-30 910189318 Moss Adams LLP 221 Stewart Avenue Suite 301 Medford OR 97501 990 2016-07-01 930576632 United Way of Jackson County Inc UNIT 5417735339 1457 East McAndrews Medford OR 97504 Dee Anne Everson Executive Director 5417735339 2018-02-08 1 April Stith P01245039 5418571040 2018-02-08 12.129.7.100 2018-02-08 17:23:55 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C5EA7C058347D79A69CFD51C0E4D8877F30C28AB 2016 2021-01-29 14:40:06Z Dee Anne Everson 1457 East McAndrews Medford OR 97504 1042675 0 X www.unitedwayofjacksoncounty.org X 1969 OR Our mission is to improve lives by mobilizing the caring power of Jackson County Communities. 30 30 7 1700 0 0 1101661 1033484 0 0 7171 9191 0 0 1108832 1042675 308000 297809 0 0 489756 491610 0 0 99561 304330 253718 1102086 1043137 6746 -462 943274 994726 165751 188822 777523 805904 X The mission of the United Way of Jackson County, Inc. is to improve lives by mobilizing the caring power of Jackson County Communities. 0 0 397805 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 $200,000 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 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 to help people with low income, aging populations and people with disabilities find ways to get from here to there. United Way serves two out of three people in Jackson County and surrounding areas. 427854 297809 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 sixty two programs, including everything from prenatal care to bereavement counseling 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. 825659 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 13 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 30 30 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 1457 East McAndrews Medford OR 97504 Amy Belkin Director 2.00 X 0 0 0 Beth Lindsay director 2.00 X 0 0 0 Bob Wise Director 2.00 X 0 0 0 Cary Jones Director 2.00 X 0 0 0 Charley Bolen Director 2.00 X 0 0 0 Chris DuBose Director 2.00 X 0 0 0 Chris Hilkey 2nd Vice President 2.00 X X 0 0 0 Dan Thorndike Director 2.00 X 0 0 0 Dana Shumate director 2.00 X 0 0 0 David L Gremmels director 2.00 X 0 0 0 Deelia Warner director 2.00 X 0 0 0 Eean Levin director 2.00 X 0 0 0 Francis Plowman 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 Jennifer Susi President 2.00 X X 0 0 0 Karen Bartalini Director 2.00 X 0 0 0 Kim Katic Director 2.00 X 0 0 0 Kristin Milligan Secretary 2.00 X X 0 0 0 Lance Reyes director 2.00 X 0 0 0 Michele Jones Director 2.00 X 0 0 0 Monica Clayton director 2.00 X 0 0 0 Nick Parsons director 2.00 X 0 0 0 Penny Garrett Director 2.00 X 0 0 0 Rebecca Vega 1st Vice President 2.00 X X 0 0 0 Steve Erb Director 2.00 X 0 0 0 Tamera Heaton director 2.00 X 0 0 0 Teresa Anderson director 2.00 X 0 0 0 Valerie Stein-Retiz director 2.00 X 0 0 0 Dee Anne Everson Executive Director 40.00 X 111641 0 14730 111641 0 14730 1 0 0 0 0 1006939 26545 1033484 9191 9191 1042675 0 0 9191 297809 297809 124418 87093 14930 22395 274820 176913 60751 37156 8178 5319 1710 1149 54610 35517 11421 7672 29584 19519 5687 4378 27697 18274 5324 4099 5986 4190 1796 23621 9099 6201 8321 5640 3721 1084 835 3919 2586 753 580 21930 14624 3634 3672 2776 1831 534 411 13944 8366 2789 2789 1473 972 283 218 3502 2311 673 518 Community Projects 143230 137515 2143 3572 1043137 825659 117917 99561 51490 208641 0 177231 223479 209124 828 986 28137 26855 2755 1282 664722 397462 943274 994726 67437 100564 78314 88258 20000 0 165751 188822 X 341485 334789 99454 133703 336584 337412 777523 805904 943274 994726 X -462 28843 X X 0 1 X 1 0 X 798330 867369 944587 1101661 1033484 4745431 798330 867369 944587 1101661 1033484 4745431 197401 4548030 4589 5429 3986 7171 9191 30366 4775797 0.95230 0.97550 X Schedule A, Part VI, List of Unusual Grants: Description: CASH Date: 06/30/13 Amount: 150000. Description: CASH Date: 06/30/14 Amount: 150000. Description: CASH Date: 06/30/14 Amount: 100000. Description: CASH Date: 06/30/15 Amount: 200000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 336584 828 337412 334023 2561 336584 287226 46797 334023 113116 174110 287226 113116 113116 1.00000 1 0 28137 26855 1282 1282 Beneficial interest in Latham Trust 224296 Assets restricted by donors 173166 397462 1102612 31095 28842 59937 1042675 0 1042675 1074231 31094 31094 1043137 0 1043137 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 Additions Recovery Center 1003 E Main Suite 104 Medford OR 97504 930645605 501(c)(3) 12994 FMV Residential drug treatment services American Red Cross Southern Oregon Chapter 60 Hawthorne Street Medford OR 97504 530196605 501(c)(3) 5000 fMV Disaster service - house fires - maintain stability Ashland Family YMCA 540 YMCA Way Ashland OR 97520 930686976 501(c)(3) 7669 fMV Scholarships for Kids CASA OF JACKSON COUNTY 409 N Front Street Medford OR 97501 943215621 501(c)(3) 12300 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 Children's Dental Clinic 229 Stewart Avenue Medford OR 97501 930731971 501(c)(3) 7000 fMV Sponsor a Smile Community Volunteer Network One West Main Street 303 Medford OR 97501 930892261 501(c)(3) 15800 fMV Foster Grandparent Program and RSVP Community Works Inc 2594 E Barnett Road Suite C Medford OR 97504 930633804 501(c)(3) 13080 fMV Sexual assault victims and dunn house shelter Compass House 332 W 6th Street medford OR 97501 931294230 501(c)(3) 6834 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) 12258 fMV Will mini grant, credit counseling & financial fit women Easter Seals Oregon 5757 SW Macadam Ave Suite 100 Portland OR 97239 930386885 501(c)(3) 6500 fMV Summer Day Camp 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) 10000 fMV Safe Kids - Healthy Communities Hope Equestrian Center PO Box 396 Eagle Point OR 97524 930978737 501(c)(3) 7100 fMV At Risk Girls Adopt Rider Jackson County SART 2305 Ashland Street C-418 Ashland OR 97520 810650183 501(c)(3) 9967 fMV Sexual Assault Acute Response Kids Unlimited 821 North Riverside Medford OR 97501 931329922 501(c)(3) 19413 fMV Elementary After School Programs and women parents Living Opportunities PO Box 1105 Medford OR 97501 930640525 501(c)(3) 14000 fMV Supported living and employment On Track Inc 221 West Main Street Medford OR 97501 237088811 501(c)(3) 12116 fMV Teen mental health services and infant massage Phoenix Elementary PO Box 727 Phoenix OR 97535 936000506 501(c)(3) 5417 fMV CRISP Club Leaders Rogue Community Health 19 Myrtle Street Medford OR 97504 237366812 501(c)(3) 12133 fMV Integrated Care Program Rogue Retreat 1410 W 8th Medford OR 97501 931261999 501(c)(3) 5800 fmV Supportive Services and Will grant Rogue Valley Council of Governments PO Box 3275 Central Point OR 97502 930611406 501(c)(3) 11703 fMV Food and friends Rogue Valley Family YMCA 522 West Sixth Street Medford OR 97501 930391645 501(c)(3) 13951 fMV YMCA Financial Assistance Program Rose Circle Mentoring Network 295 E Main Street Ste 6 Ashland OR 97520 943468601 501(c)(3) 5906 FMV Mentoring services RV Veterans and Community Outreach 601 N Grape Street Medford OR 97501 930779926 501(c)(3) 5800 fMV Removing Barriers to Reintegration SOCFC - Headstart PO Box 3697 Central Point OR 97502 930564896 501(c)(3) 14495 fMV Family Partners 26 0 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 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 28,843.