2017-03-08T14:22:43-06:00 2016-06-30 910189318 Moss Adams LLP 221 Stewart Avenue Suite 301 Medford OR 97501 990 2015-07-01 930576632 United Way of Jackson County Inc UNIT 5417735339 1457 East McAndrews Medford OR 97504 Dee Anne Everson Executive Director 5417735339 2017-02-28 1 April Stith P01245039 5418571040 2017-02-27 2015 2021-01-29 14:40:06Z Dee Anne Everson 1457 East McAndrews Medford OR 97504 1108832 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 1163314 1101661 0 0 3986 7171 0 0 1167300 1108832 449140 308000 0 0 455178 489756 0 0 113658 272961 304330 1177279 1102086 -9979 6746 952503 943274 146826 165751 805677 777523 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 432806 308000 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. 439352 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. 872158 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 14 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 Brad Earl director 2.00 X 0 0 0 Cary Jones Director 2.00 X 0 0 0 Charley Bolen President 2.00 X X 0 0 0 Chris Hilkey Director 2.00 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 Dennis Morgan director 2.00 X 0 0 0 Eean Levin director 2.00 X 0 0 0 Fawn Jones Former 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 1st Vice President 2.00 X X 0 0 0 Karen Bartalini Director 2.00 X 0 0 0 Kristin Milligan director 2.00 X 0 0 0 Melissa Wolff director 2.00 X 0 0 0 Michele Jones Director 2.00 X 0 0 0 Penny Garrett Director 2.00 X 0 0 0 Rebecca Vega 2nd Vice President 2.00 X X 0 0 0 Steve Erb Secretary 2.00 X X 0 0 0 Stewart Parmele Director 2.00 X 0 0 0 Sue Slack director 2.00 X 0 0 0 Suzanne Schmidt Former 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 Tim Clayton 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 97306 0 13929 97306 0 13929 0 0 0 0 0 1079732 21929 1101661 7171 7171 1108832 0 0 7171 308000 308000 122334 88081 15903 18350 271833 164324 57510 49999 7361 4457 1589 1315 55949 34946 11276 9727 32279 20659 6133 5487 21751 13920 4133 3698 7883 5518 2365 27121 11132 7008 8981 5932 3797 1127 1008 3765 2410 715 640 32179 22002 5102 5075 686 439 130 117 11995 7197 2399 2399 2729 1746 519 464 3472 2222 660 590 Community Projects 186817 181308 2066 3443 1102086 872158 116270 113658 30957 51490 215632 223479 808 828 28137 25382 5484 2755 699622 664722 952503 943274 25662 67437 96164 78314 25000 20000 146826 165751 X 440654 341485 31000 99454 334023 336584 805677 777523 952503 943274 X 6746 -34900 X X 0 1 X 1 0 X 709579 798330 867369 944587 1101661 4421526 709579 798330 867369 944587 1101661 4421526 81579 4339947 6255 4589 5429 3986 7171 27430 4448956 0.97550 0.97770 X Schedule A, Part VI, List of Unusual Grants: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 334023 2561 336584 287226 46797 334023 113116 174110 287226 113116 113116 113116 113116 1.00000 1 0 28137 25382 2755 2755 Beneficial interest in funds held by Oregon Community Foundation 441254 Beneficial interest in Latham Trust 223468 664722 Note Payable - Line of Credit 20000 20000 1103982 30050 -34900 -4850 1108832 0 1108832 1132136 30050 30050 1102086 0 1102086 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 W Main Medford OR 97501 930645605 501(c)(3) 11160 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 Asante Foundation 2600 Siskisyou Blvd Suite 100 Medford OR 97504 936087366 501(c)(3) 5000 fmv Sanctuary Model Ashland Family YMCA 540 YMCA Way Ashland OR 97520 930686976 501(c)(3) 7669 fMV Scholarships for Kids CASA OF JACKSON COUNTY 613 Market Street Medford OR 97504 943215621 501(c)(3) 11500 fMV Safe outcomes for children Center for Nonprofit Legal Services PO Box 1586 Medford OR 97501 237227761 501(c)(3) 9200 fMV Pathways to Self Sufficiency Children's Advocacy Center 816 W 10th St Medford OR 97501 943079497 501(c)(3) 5000 fMV Building Bridges Children's Dental Clinic 229 Stewart Avenue Medford OR 97501 930731971 501(c)(3) 7000 fMV Sponsor a Smile Community Health Center 19 Myrtle Street Medford OR 97504 237366812 501(c)(3) 12133 fMV Integrated Care Program Community Volunteer Network One West Main Street 303 Medford OR 97501 930892261 501(c)(3) 15000 fMV Foster Grandparent Program and RSVP Community Works Inc 201 W Main Street Medford OR 97501 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) 5000 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) 11520 fMV Will mini grant, credit counseling & financial fit women Easter Seals Oregon 406 S Riverside Suite 101 Medford OR 97501 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) 5000 fMV At Risk Girls Adopt Rider Jackson County SART 43 Morninglight Drive Ashland OR 97520 810650183 501(c)(3) 7500 fMV Sexual Assault Acute Response Kids Unlimited 821 North Riverside Medford OR 97501 931329922 501(c)(3) 18696 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) 19723 fMV Teen mental health services and infant massage Phoenix Elementary PO Box 727 Phoenix OR 97535 936000506 501(c)(3) 5000 fMV CRISP Club Leaders Rogue Retreat 1410 W 8th Medford OR 97501 931261999 501(c)(3) 6000 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) 13151 fMV YMCA Financial Assistance Program RV Veterans and Community Outreach 601 N Grape Street Medford OR 97501 930779926 501(c)(3) 5000 fMV Removing Barriers to Reintegration SOCFC - Headstart PO Box 3697 Central Point OR 97502 930564896 501(c)(3) 13695 fMV Family Partners 27 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 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.