UNITED WAY OF JACKSON COUNTY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF JACKSON COUNTY INC (EIN 93-0576632)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-03-08
- IRS object ID
- 201740679349300034
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-08T14:22:43-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 Stewart Avenue Suite 301 | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930576632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Jackson County Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5417735339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 East McAndrews | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dee Anne Everson | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 5417735339 | PhoneNum |
| Signature | 2017-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | April Stith | PreparerPersonNm |
| PTIN | P01245039 | PTIN |
| Phone | 5418571040 | PhoneNum |
| Preparation | 2017-02-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dee Anne Everson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 East McAndrews | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,108,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwayofjacksoncounty.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Our mission is to improve lives by mobilizing the caring power of Jackson County Communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 1700 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,163,314 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,101,661 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,986 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,171 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,167,300 | PYTotalRevenueAmt |
| CY Total Revenue | $1,108,832 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $449,140 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $308,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $455,178 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $489,756 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,658 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $272,961 | PYOtherExpensesAmt |
| CY Other Expenses | $304,330 | CYOtherExpensesAmt |
| PY Total Expenses | $1,177,279 | PYTotalExpensesAmt |
| CY Total Expenses | $1,102,086 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $952,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $943,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $146,826 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165,751 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $805,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $777,523 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the United Way of Jackson County, Inc. is to improve lives by mobilizing the caring power of Jackson County Communities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $432,806 | ExpenseAmt |
| Grant | $308,000 | GrantAmt |
| Desc | United Way administers the annual fundraising campaign to collect donations to invest in education, income, health, and transportation programs and initiatives, delivered by fifty-three programs helping two in three people in Jackson County. Additionally, United Way administers the annual fundraising campaign to collect donations that allow donors to choose where their contribution goes. These designated funds are passed through to the other not-for-profit organizations, after incurring appropriate administrative fundraising costs and pledge loss costs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $439,352 | ExpenseAmt |
| Desc | United Way collects donor dollars to fund community impact work in education, income, health and transportation by mobilizing caring to affect change by promoting volunteerism, community philanthropy and community building. Current initiatives include the Big Idea, removing barriers to transportation, administering HOPE Chest (rapid response fund for emergency needs), partnering with the Southern Oregon Meth Project, Jackson County CAN (Child Abuse Network), WiLL (Women Living Leadership), Day of Caring, FamilyWize Prescription Assistance, and serving with Community Organizations Active in Disaster, Jackson County Community Services Consortium, Homeless Task Force and Project Community Connect. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $872,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dee Anne Everson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417735339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 East McAndrews | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Amy Belkin | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Beth Lindsay | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Bob Wise | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Brad Earl | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Cary Jones | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Charley Bolen | ||||||
| President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Chris Hilkey | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Thorndike | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dana Shumate | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| David L Gremmels | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dennis Morgan | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Eean Levin | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Fawn Jones | ||||||
| Former Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Francis Plowman | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Lucas | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Helen Funk | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jason Lukaszewicz | ||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jennifer Susi | ||||||
| 1st Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Karen Bartalini | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kristin Milligan | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Melissa Wolff | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Michele Jones | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Penny Garrett | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Rebecca Vega | ||||||
| 2nd Vice President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Steve Erb | ||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Stewart Parmele | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sue Slack | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Suzanne Schmidt | ||||||
| Former Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tamera Heaton | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Teresa Anderson | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tim Clayton | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Valerie Stein-Retiz | ||||||
| director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dee Anne Everson | ||||||
| Executive Director | 40.00 | $97,306 | $0 | $13,929 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $97,306 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,929 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,079,732 | FederatedCampaignsAmt |
| All Other Contributions | $21,929 | AllOtherContributionsAmt |
| Total Contributions | $1,101,661 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,171 | TotalRevenueColumnAmt |
| Exclusion | $7,171 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,108,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,171 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,000 | TotalAmt |
| Program Services | $308,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,334 | TotalAmt |
| Program Services | $88,081 | ProgramServicesAmt |
| Management And General | $15,903 | ManagementAndGeneralAmt |
| Fundraising | $18,350 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,833 | TotalAmt |
| Program Services | $164,324 | ProgramServicesAmt |
| Management And General | $57,510 | ManagementAndGeneralAmt |
| Fundraising | $49,999 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,361 | TotalAmt |
| Program Services | $4,457 | ProgramServicesAmt |
| Management And General | $1,589 | ManagementAndGeneralAmt |
| Fundraising | $1,315 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,949 | TotalAmt |
| Program Services | $34,946 | ProgramServicesAmt |
| Management And General | $11,276 | ManagementAndGeneralAmt |
| Fundraising | $9,727 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,279 | TotalAmt |
| Program Services | $20,659 | ProgramServicesAmt |
| Management And General | $6,133 | ManagementAndGeneralAmt |
| Fundraising | $5,487 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,751 | TotalAmt |
| Program Services | $13,920 | ProgramServicesAmt |
| Management And General | $4,133 | ManagementAndGeneralAmt |
| Fundraising | $3,698 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,883 | TotalAmt |
| Program Services | $5,518 | ProgramServicesAmt |
| Fundraising | $2,365 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,121 | TotalAmt |
| Program Services | $11,132 | ProgramServicesAmt |
| Management And General | $7,008 | ManagementAndGeneralAmt |
| Fundraising | $8,981 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,932 | TotalAmt |
| Program Services | $3,797 | ProgramServicesAmt |
| Management And General | $1,127 | ManagementAndGeneralAmt |
| Fundraising | $1,008 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,765 | TotalAmt |
| Program Services | $2,410 | ProgramServicesAmt |
| Management And General | $715 | ManagementAndGeneralAmt |
| Fundraising | $640 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,179 | TotalAmt |
| Program Services | $22,002 | ProgramServicesAmt |
| Management And General | $5,102 | ManagementAndGeneralAmt |
| Fundraising | $5,075 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686 | TotalAmt |
| Program Services | $439 | ProgramServicesAmt |
| Management And General | $130 | ManagementAndGeneralAmt |
| Fundraising | $117 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,995 | TotalAmt |
| Program Services | $7,197 | ProgramServicesAmt |
| Management And General | $2,399 | ManagementAndGeneralAmt |
| Fundraising | $2,399 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,729 | TotalAmt |
| Program Services | $1,746 | ProgramServicesAmt |
| Management And General | $519 | ManagementAndGeneralAmt |
| Fundraising | $464 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,472 | TotalAmt |
| Program Services | $2,222 | ProgramServicesAmt |
| Management And General | $660 | ManagementAndGeneralAmt |
| Fundraising | $590 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Community Projects | Desc |
| Total | $186,817 | TotalAmt |
| Program Services | $181,308 | ProgramServicesAmt |
| Management And General | $2,066 | ManagementAndGeneralAmt |
| Fundraising | $3,443 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,102,086 | TotalAmt |
| Program Services | $872,158 | ProgramServicesAmt |
| Management And General | $116,270 | ManagementAndGeneralAmt |
| Fundraising | $113,658 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,957 | BOYAmt |
| EOY | $51,490 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,632 | BOYAmt |
| EOY | $223,479 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808 | BOYAmt |
| EOY | $828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,137 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,382 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,484 | BOYAmt |
| EOY | $2,755 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,622 | BOYAmt |
| EOY | $664,722 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,503 | BOYAmt |
| EOY | $943,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,662 | BOYAmt |
| EOY | $67,437 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,164 | BOYAmt |
| EOY | $78,314 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,826 | BOYAmt |
| EOY | $165,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,654 | BOYAmt |
| EOY | $341,485 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,000 | BOYAmt |
| EOY | $99,454 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,023 | BOYAmt |
| EOY | $336,584 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,677 | BOYAmt |
| EOY | $777,523 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,503 | BOYAmt |
| EOY | $943,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,746 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$34,900 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $709,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $798,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $867,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $944,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,101,661 | CurrentTaxYearAmt |
| Total | $4,421,526 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $709,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $798,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $867,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $944,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,101,661 | CurrentTaxYearAmt |
| Total | $4,421,526 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $81,579 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,339,947 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,171 | CurrentTaxYearAmt |
| Total | $27,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,448,956 | TotalSupportAmt |
| Public Support CY170 | 0.97550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part VI, List of Unusual Grants: | FormAndLineReferenceDesc |
| Explanation | Description: STOCK Date: 06/30/12 Amount: 105807. Description: CASH Date: 06/30/12 Amount: 50000. 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. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $334,023 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,561 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $336,584 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $287,226 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46,797 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $334,023 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,116 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $174,110 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $287,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,116 | BeginningYearBalanceAmt |
| End Year Balance | $113,116 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,116 | BeginningYearBalanceAmt |
| End Year Balance | $113,116 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,137 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,382 | DepreciationAmt |
| Book Value | $2,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,755 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial interest in funds held by Oregon Community Foundation | $441,254 |
| Beneficial interest in Latham Trust | $223,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $664,722 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Note Payable - Line of Credit | Desc |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,103,982 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $30,050 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$34,900 | OtherRevenueAmt |
| Revenue Not Reported | -$4,850 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,108,832 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,108,832 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,132,136 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $30,050 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $30,050 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,102,086 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,102,086 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Additions Recovery Center | ||||||||
| 1003 W Main | Medford | OR | 97501 | 930645605 | 501(c)(3) | $11,160 | FMV | Residential drug treatment services |
| American Red Cross Southern Oregon Chapter | ||||||||
| 60 Hawthorne Street | Medford | OR | 97504 | 530196605 | 501(c)(3) | $5,000 | fMV | Disaster service - house fires - maintain stability |
| Asante Foundation | ||||||||
| 2600 Siskisyou Blvd Suite 100 | Medford | OR | 97504 | 936087366 | 501(c)(3) | $5,000 | fmv | Sanctuary Model |
| Ashland Family YMCA | ||||||||
| 540 YMCA Way | Ashland | OR | 97520 | 930686976 | 501(c)(3) | $7,669 | fMV | Scholarships for Kids |
| CASA OF JACKSON COUNTY | ||||||||
| 613 Market Street | Medford | OR | 97504 | 943215621 | 501(c)(3) | $11,500 | fMV | Safe outcomes for children |
| Center for Nonprofit Legal Services | ||||||||
| PO Box 1586 | Medford | OR | 97501 | 237227761 | 501(c)(3) | $9,200 | fMV | Pathways to Self Sufficiency |
| Children's Advocacy Center | ||||||||
| 816 W 10th St | Medford | OR | 97501 | 943079497 | 501(c)(3) | $5,000 | fMV | Building Bridges |
| Children's Dental Clinic | ||||||||
| 229 Stewart Avenue | Medford | OR | 97501 | 930731971 | 501(c)(3) | $7,000 | fMV | Sponsor a Smile |
| Community Health Center | ||||||||
| 19 Myrtle Street | Medford | OR | 97504 | 237366812 | 501(c)(3) | $12,133 | fMV | Integrated Care Program |
| Community Volunteer Network | ||||||||
| One West Main Street 303 | Medford | OR | 97501 | 930892261 | 501(c)(3) | $15,000 | fMV | Foster Grandparent Program and RSVP |
| Community Works Inc | ||||||||
| 201 W Main Street | Medford | OR | 97501 | 930633804 | 501(c)(3) | $13,080 | fMV | Sexual assault victims and dunn house shelter |
| Compass House | ||||||||
| 332 W 6th Street | medford | OR | 97501 | 931294230 | 501(c)(3) | $5,000 | FmV | Providing purposeful opportunities that build the dignity of the individual |
| Consumer Credit Counseling Service of Southern Oregon | ||||||||
| 820 Crater Lake Avenue 20 | Medford | OR | 97504 | 930585893 | 501(c)(3) | $11,520 | fMV | Will mini grant, credit counseling & financial fit women |
| Easter Seals Oregon | ||||||||
| 406 S Riverside Suite 101 | Medford | OR | 97501 | 930386885 | 501(c)(3) | $6,500 | fMV | Summer Day Camp |
| Family Nurturing Center | ||||||||
| 212 N Oakdale Avenue | Medford | OR | 97501 | 161726574 | 501(c)(3) | $12,141 | fMV | Increase Capacity |
| Hearts with a Mission | ||||||||
| 711 Medford Center 334 | Medford | OR | 97504 | 208678122 | 501(c)(3) | $10,000 | fMV | Safe Kids - Healthy Communities |
| Hope Equestrian Center | ||||||||
| PO Box 396 | Eagle Point | OR | 97524 | 930978737 | 501(c)(3) | $5,000 | fMV | At Risk Girls Adopt Rider |
| Jackson County SART | ||||||||
| 43 Morninglight Drive | Ashland | OR | 97520 | 810650183 | 501(c)(3) | $7,500 | fMV | Sexual Assault Acute Response |
| Kids Unlimited | ||||||||
| 821 North Riverside | Medford | OR | 97501 | 931329922 | 501(c)(3) | $18,696 | fMV | Elementary After School Programs and women parents |
| Living Opportunities | ||||||||
| PO Box 1105 | Medford | OR | 97501 | 930640525 | 501(c)(3) | $14,000 | fMV | Supported living and employment |
| On Track Inc | ||||||||
| 221 West Main Street | Medford | OR | 97501 | 237088811 | 501(c)(3) | $19,723 | fMV | Teen mental health services and infant massage |
| Phoenix Elementary | ||||||||
| PO Box 727 | Phoenix | OR | 97535 | 936000506 | 501(c)(3) | $5,000 | fMV | CRISP Club Leaders |
| Rogue Retreat | ||||||||
| 1410 W 8th | Medford | OR | 97501 | 931261999 | 501(c)(3) | $6,000 | fmV | Supportive Services and Will grant |
| Rogue Valley Council of Governments | ||||||||
| PO Box 3275 | Central Point | OR | 97502 | 930611406 | 501(c)(3) | $11,703 | fMV | Food and friends |
| Rogue Valley Family YMCA | ||||||||
| 522 West Sixth Street | Medford | OR | 97501 | 930391645 | 501(c)(3) | $13,151 | fMV | YMCA Financial Assistance Program |
| RV Veterans and Community Outreach | ||||||||
| 601 N Grape Street | Medford | OR | 97501 | 930779926 | 501(c)(3) | $5,000 | fMV | Removing Barriers to Reintegration |
| SOCFC - Headstart | ||||||||
| PO Box 3697 | Central Point | OR | 97502 | 930564896 | 501(c)(3) | $13,695 | fMV | Family Partners |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | 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 -34,900. |
| FORM 990, PART XII, LINE 2C: | The Organization has a Finance Committee and Board of Directors that is responsible for selection of independent auditors and for oversight of the financial statements. The oversight process has not changed from the prior year. |
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