2017-05-15T16:24:13-07:00 2016-06-30 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 973013618 990 2015-07-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 Alejandro Vazquez Treasurer 2017-05-15 true Michelle A Pecora P00009440 5037791902 2015 2021-01-29 14:40:06Z 2129839 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. 20 20 11 407 0 1833189 1606855 690 690 36779 33142 -318 1564 1870340 1642251 797783 782272 0 430534 453855 0 209713 519966 677028 1748283 1913155 122057 -270904 2358851 1947919 225217 146359 2133634 1801560 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 903564 Community Impact-United Way of the Mid-Willamette Valley works collaboratively with local social service agencies, schools, city administrators, and health services providers throughout Marion, Polk, and Yamhill Counties to identify community needs supported by current data. Data management is a tool used to assist United Way in directing financial support to programs and projects that are tackling root causes. We see social issues that are critical and our grants that are dispersed through the Community Impact Fund are very intentional in supporting collaborative projects that focus on improving educational outcomes for children, wrap around services for families with children, and financial stability projects that bring new skills to adults with children. United Way of the Mid-Willamette Valley understands that a healthy and knowledgeable parent will bring better support and opportunites to all aspects of their children's lives. These collaborative projects funded by the United Way of the Mid-Willamette Valley must be comprised of more than three different agencies working together to resolve complex issues. During the 2015-2016 fiscal year, 67 human services agencies received funding through the Community Impact funds. The Community Impact funding was disbursed based on three main priorities: Education: to support children, youth and families in achieving their educational potential from cradle to career. Health: to support people in accessing health care and preventative services, as well as engaging in healthy behaviors. Financial Stability: to promote financial stability, independence, and new skill development for families, individuals, and youth. 333648 Good360 Program-This program is a partnership through the national Good360 that allows the United Way of the Mid-Willamette Valley to obtain retail goods from regional and local businesses and redistribute them to nonprofit agencies in our region. Donations come from store partners such as Home Depot, Bed Bath & Beyond, Williams Sonoma, Guess, Pottery Barn Kids, and Pottery Barn. United Way currently has 50 registered agencies who attend the Good360 distribution event which is held once a month. During the distribution event, these organizations take whatever items are available and useful to provide extra services to the communities they serve. During the 2015-2016 fiscal year, 27,476 individuals benefited from the program. 211272 DESIGNATIONS -- United Way of the Mid-Willamette Valley (United Way) conducts an annual community giving campaign 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 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) Organization must be located in Oregon (with the exception of other United Ways) Organization must be in compliance with all necessary registration and filing requirements for 501(c)(3) charitable organizations according to the Internal Revenue Code governing nonprofit entities Organization must complete an Agency Verification FormEntities 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. 1448484 true true false false false false 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 false true 8 0 true 11 true false false false false false false false false 0 false false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false OR X X X RHONDA WOLF 5033631651 455 BLILER AVE NE SALEM OR 973015069 LORI JAMES-NIELSEN Secretary 2.00 0.00 X X 0 0 0 ALEX VAZQUEZ Director 1.00 0.00 X 0 0 0 MICHELLE A PECORA Treasurer 2.00 0.00 X X 0 0 0 BUD PIERCE Vice President 2.00 0.00 X X 0 0 0 KEVIN CAMERON Director 1.00 0.00 X 0 0 0 DAVID CLYNE Director 1.00 0.00 X 0 0 0 MARK FREED Director 1.00 0.00 X 0 0 0 KATIE COSTIC Director 1.00 0.00 X 0 0 0 KEN JUNDT President 2.00 0.00 X X 0 0 0 ADAM KOHLER Director 1.00 0.00 X 0 0 0 ROGER JORDAN Director 1.00 0.00 X 0 0 0 MORGAN SUND Director 1.00 0.00 X 0 0 0 NATALIE DUNN Director 1.00 0.00 X 0 0 0 ADAM GARMAN Director 1.00 0.00 X 0 0 0 BRENT FETSCH Director 1.00 0.00 X 0 0 0 SHARI SCOLES Director 1.00 0.00 X 0 0 0 JAMES CARLOUGH Director 1.00 0.00 X 0 0 0 GERRY FRANK HONORARY DIR 1.00 0.00 X 0 0 0 JAMES EDMONDS Director 1.00 0.00 X 0 0 0 MATTHEW CASEBEER Director 1.00 0.00 X 0 0 0 PHIL THOMPKINS Director 1.00 0.00 X 0 0 0 RANDALL FRANKE CEO 40.00 0.00 X 81491 0 4744 81491 4744 0 false false false 0 1137244 469611 356092 1606855 ADMINISTRATIVE FEES 900099 690 690 690 38920 38920 0 0 1564 1564 1564 1564 481810 487588 -5778 -5778 -5778 0 0 0 0 1642251 690 34706 782272 782272 0 0 0 90040 33114 33384 23542 0 282341 103836 104684 73821 6406 2356 2375 1675 38924 14315 14432 10177 36144 13293 13401 9450 0 0 16000 16000 0 0 7133 7133 56672 16425 9648 30599 64743 54782 5016 4945 30480 10603 11431 8446 0 0 19757 6191 7822 5744 7592 3548 2671 1373 0 4956 2316 1743 897 0 14871 3743 7416 3712 23386 8091 7789 7506 6065 1617 3033 1415 Donated Goods 333648 333648 Community Impact Program Exp 53603 53603 Campaign Expenses 21858 21858 Dues and Subscriptions 7368 1854 3674 1840 8896 2877 3306 2713 1913155 1448484 254958 209713 100 100 425449 102932 0 614436 575834 0 0 0 4713 8180 13428 16458 808964 266507 547790 542457 746322 695997 0 0 0 6613 5961 2358851 1947919 39179 20586 4692 3128 181346 122645 225217 146359 X 2014939 1687873 90008 85000 28687 28687 2133634 1801560 2358851 1947919 -270904 -61170 X false true X true false X 1805153 1538595 1788942 1833189 1609623 8575502 0 0 1805153 1538595 1788942 1833189 1609623 8575502 0 8575502 9743 764 20751 36779 38920 106957 0 5178 1200 6378 8688837 0.98700 0.98950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32127 110601 -2916 139812 28687 3440 32127 0.79480 0.20520 false false false 125000 125000 647548 245886 401662 36416 20621 15795 542457 Accrued Payroll 28278 Designations Payable 94367 122645 X 1379830 -61170 10021 -211272 -262421 1642251 1642251 1711904 10021 -211272 -201251 1913155 1913155 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 years ending June 30,2016 or 2015. United Way follows accounting standards generally accepted in the United States of America 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 than 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 June 30, 2016 and 2015.United Way files informational and income tax returns in the United States, state and local jurisdictions. true 211INFO 7535-B NE AMBASSADOR PLACE PORTLAND OR 97220 930784586 52000 0 EDUCATION, INCOME, HEALTH BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 930581470 38685 0 HEALTH & DENTAL CLINIC/DESIGNATIONS BRIDGEWAY RECOVERY SERVICES PO BOX 17818 SALEM OR 97304 263634042 20000 0 ADDICTION RECOVERY CATHOLIC COMMUNITY SERVICES PO BOX 20400 SALEM OR 97307 930903773 48234 0 EDUCATION/DESIGNATIONS CENTER FOR HOPE AND SAFETY 605 CENTER ST NE SALEM OR 97301 510141214 28141 0 WOMEN IN CRISIS/DESIGNATIONS PAID CHEHALEM YOUTH & FAMILY SERVICES PO BOX 636 NEWBERG OR 97132 930764541 23197 0 FAMILY ADVOCACY/DESIGNATIONS PAID CONGREGATIONS HELPING PEOPLE 600 STATE STREET SALEM OR 97301 204581812 14522 0 INTERIM RENT-UTILITY/DESIGNATIONS FAMILY BUILDING BLOCKS 2425 LANCASTER DR NE SALEM OR 97305 931233373 16423 0 HOME VISITING/DESIGNATIONS PAID GARTEN SERVICES PO BOX 13970 SALEM OR 97309 930582004 30949 0 INCOME / DESIGNATIONS PAID HELPING HANDS PO BOX 413 SEASIDE OR 97138 271158468 12500 0 ADDICTION RECOVERY LUTHERAN COMMUNITY SERVICES 617 DAVIS STREET NE MCMINNVILLE OR 97128 930386860 42317 0 RESPITE & OUTREACH/DESIGNATIONS PD MANO A MANO 2921 SADDLE CLUB ST SE 1009 SALEM OR 97301 930992858 16507 0 EDUCATION/DESIGNATIONS PAID MARION COUNTY CASA PO BOX 12765 SALEM OR 97309 810583065 13500 0 SAFETY & PERMANENCY FOR CHILDREN MID-WILLAMETTE VALLEY COMM ACTION AGENCY 2475 CENTER STREET NE SALEM OR 97301 237056987 16259 0 YTH & RESOURCE CENTER/DESIGNATIONS NORTH SANTIAM CANYON EDC PO BOX 673 MILL CITY OR 97360 931221875 37500 0 EDUCATION NORTHWEST HUMAN SERVICES 681 CENTER STREET NE SALEM OR 97301 930605570 17185 0 INCOME/DESIGNATIONS OREGON PACIFIC AREA HEALTH PO BOX 767 LINCOLN CITY OR 97367 931305493 37500 0 BECOMING A HEALTHCARE PROFESSIONAL PALAU FOUNDATION OF WORLD EVN PO BOX 50 PORTLAND OR 97207 931084330 10000 0 DESIGNATIONS PAID SABLE HOUSE PO BOX 783 DALLAS OR 97338 931122800 13090 0 EMERGENCY SHELTER/DESIGNATIONS PAID SALEM FREE CLINICS 1300 BROADWAY ST NE STE 104 SALEM OR 97301 203549992 12284 0 DESIGNATIONS PAID SALEM INTERFAITH HOSPITALITY 1055 EDGEWATER STREET NW SALEM OR 97304 931234367 9634 0 ENDING FAMILY HOMELESSNESS/DESIGNAT ST JOSEPH SHELTER 925 S MAIN ST MT ANGEL OR 97362 930387331 12798 0 FAMILY SHELTER/DESIGNATIONS PAID STAYTON COMMUNITY BANK 155 N 2ND AVE STAYTON OR 97383 930853417 12500 0 EMERGENCY FOOD ASSISTANCE THE SALVATION ARMY PO BOX 7047 SALEM OR 97303 941156347 41630 0 FAMILY SUPPORT/DESIGNATIONS TUALATIN PRESBYTERIAN CHURCH 9230 SW SILETZ DR TUALATIN OR 97062 930967181 7350 0 DESIGNATIONS YAMHILL COMMUNITY ACTION PARTNERSHIP PO BOX 621 MCMINNVILLE OR 97128 930758732 53044 0 INCOME/DESIGNATIONS YAMHILL COMMUNITY CARE ORGANI 807 NE THIRD ST MCMINNVILLE OR 97128 364742731 23500 0 HEALTH/TRANSPORTATION VOUCHERS YAMHILL COUNTY CASA 638 NE 5TH STREET MCMINNVILLE OR 97128 931178086 10753 0 HEALTH/DESIGNATIONS 27 1 Grantmaker's Description of How Grants are Used THE UNITED WAY OF THE MID-WILLAMETTE VALLEY (UNITED WAY) REQUIRES FUNDED AGENCIES TO SUBMIT QUARTERLY REPORTS AND BIANNUAL REPORTS (TWO QUARTERLY AND TWO BIANNUAL PER YEAR) DURING THE FUNDING PERIOD. A FINAL REPORT IS REQUIRED AT THE END OF THE TWO YEAR GRANT CYCLE FOR ALL GRANTEES. THE REPORTS ASK AGENCIES 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 PROFILE OF CLIENTS SERVED.THE COMMUNITY IMPACT DIRECTOR AND STAFF REVIEWS REPORTS. IF A GRANTEE IS UNDERPERFORMING, A REMEDIATION PLAN IS NEEDED AND CREATED. IF REPORTS ARE NOT COMPLETED BY GRANTEES, FUNDING IS HELD UNTIL COMPLETED REPORTS ARE SUBMITTED. THE COMMUNITY IMPACT COUNCIL REVIEWS AND PROVIDES RECOMMENDATIONS TO STAFF WHEN GRANTEES FAIL TO FULLFILL GRANTS OUTCOMES OR FAILS TO COMPLETE REQUIRED REPORTS. BEFORE THE END OF YEAR ONE OF THE TWO-YEAR FUNDING CYCLE, THE COMMUNITY IMPACT COUNCIL MAKES A PROPOSAL TO THE UNITED WAY'S BOARD OF DIRECTORS ABOUT WHICH AGENCIES ARE RECOMMENDED FOR CONTINUED SECOND YEAR FUNDING AND WHICH AGENCIES EITHER NEED TO BE PUT ON PROBATION OR HAVE FUNDING DISCONTINUED. THE BOARD OF DIRECTORS, THE COMMUNITY IMPACT COUNCIL AND THE COMMUNITY IMPACT DIRECTOR WORK WITH PROBATIONARY PROGRAMS TO ENSURE THAT CONCERNS ARE ADDRESSED. IF GRANTEE FAILS TO COMPLY WITH ANY REQUIREMENTS, REPORTINGS, AND/OR STAFF RECOMMENDATIONS, GRANTEE WILL NOT BE CONSIDERED FOR ANY FUTURE FUNDING OPPORTUNITY.IN ADDITION, FUNDED PARTNERS ARE REQUIRED TO PROVIDE FINANCIAL REPORTS AND DOCUMENTS AS PART OF THEIR QUARTERLY REPORT. REQUIRED FOR ALL AGENCIES REGARDLESS OF BUDGET SIZE: - ANNUAL STATEMENT OF FINANCIAL POSITION AND STATEMENT OF ACTIVITIES FOR THE MOST RECENT FISCAL YEAR. - IRS FORM 990 FOR THE MOST RECENT YEAR COMPLETED.REQUIRED FOR AGENCIES BASED ON BUDGET SIZE (REVENUE PER LINE 12 OF FORM 990): AGENCIES WITH REVENUE OF $100,000 - $499,999: - FINANCIAL REVIEW BY CPA REQUIRED EVERY THIRD YEAR. AGENCIES WITH REVENUE OF $500,000 - $999,999: - AN AUDIT BY AN INDEPENDENT CPA FIRM REQUIRED EVERY THIRD YEAR. AGENCIES WITH REVENUE OF $1,000,000 OR MORE: - AN AUDIT BY AN INDEPENDENT CPA FIRM REQUIRED EVERY YEAR. X 326302 Sales Value X 8587 Market Price Bus Passes 2 15200 FMV AED 1 900 FMV Building Improv 1 5103 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process FORM 990 WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S AUDIT COMMITTEE PRIOR TO FILING. IN ADDITION, THE FORM 990 WAS 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. THE SALARY REVIEW PROCESS INCLUDES A COMPARISON TO THE COMPENSATION LEVELS OF OTHER EXECUTIVE DIRECTOR'S SALARIES OF SIMILAR UNITED WAY ORGANIZATIONS. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE BOARD HAS GIVEN AUTHORITY TO THE EXECUTIVE DIRECTOR 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. THE UNITED WAY'S FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE (WWW.UNITEDWAYMWV.ORG) AND ON GUIDESTAR (WWW.GUIDESTAR.ORG). PRESIDENT'S LEADERSHIP CIRCLE The Presidents Leadership Circle (PLC) is made up of generous and committed corporations that give an annual gift of $5,000 each, specifically to underwrite United Ways cost of doing business, making it possible for the United Way to have the greatest impact in our community. PLC support enables United Way to use individual contributions where they are needed most - providing help and hope to residents of Marion, Polk and Yamhill counties. In addition, the investment by the PLC maximizes an organizations outreach opportunities as United Way investments target specific recipients to achieve strategic goals. During fiscal year ended June 30, 2016, United Way received $85,000 in PLC funding.