2016-02-12T08:49:07-08:00 2015-06-30 HOOTS BAKER & WILEY PC 2001 FRONT STREET NE SUITE 120 SALEM OR 97301 990 2014-07-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 KEN JUNDT President 2016-02-12 true Shari K Scoles P00230993 5035851782 2014 2016-08-17 19:52:53Z RANDALL FRANKE 455 BLILER AVE NE SALEM OR 97301 2154860 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 11 353 0 1788943 1833189 1380 690 13590 36779 5764 -318 1809677 1870340 853687 797783 0 361211 430534 0 244079 433260 519966 1648158 1748283 161519 122057 2229506 2358851 197489 225217 2032017 2133634 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 741429 Community Impact: United Way of the Mid-Willamette Valley (United Way)conducted 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. The challenges our communities face are complex and too big for any single organization to solve. United Way works collaboratively throughout Marion, Polk, and Yamhill counties to identify community needs based on current data and to direct resources toward programs that will result in the most successful, long-term outcomes. aS OF jUNE 30, 2015 UNITED WAY COMPLETED A TWO-YEAR FUNDING CYCLE THAT INOLVED OVER 50 VOLUNTEERS WHO PRIORITIZED COMMUNITY NEEDS AND AWARDED GRANTS TO ADDRESS THOSE NEEDS. DURING THE 2013-2015 GRANT CYCLE, 67 NON-PROFIT ORGANIZATIONS RECEIVED COMMUNITY IMPACT FUNDS.COMMUNITY IMPACT FUNDS WERE DISBURSED BASED ON THREE MAIN PRIORITIES: EDUCATION, HEALTH AND FINANCIAL STABILITY.IN ADDITION, UNITED WAY PROVIDED FUNDING TO HELP COVER BASIC NEEDS. BASIC NEEDS SERVICES ASSIST FAMILIES AND INDIVIDUALS THROUGHOUT MARION, POLK, AND YAMHILL COUNTIES WHO ARE STRUGGLING OR ARE IN CRISIS, SO THAT THEY CAN STABILIZE THEIR LIVES AND MOVE TOWARDS SELF-SUFFICIENCY. FUNDING IS DIRECTED TO NON-PROFIT ORGANIZATIONS THAT ARE AT THE FRONTILINE OF HELPING LOCAL FAMILIES AND INDIVIDUALS BELOW 250% FEDERAL POVERTY LEVEL TO MEET BASIC NEEDS.UNITED WAY ALSO PROVIDED A GRANT TO THE 211INFO CALL CENTER WHICH RECEIVES CALLS FROM PEOPLE LOOKING FOR ASSISTANCE IN MARION, POLK AND YAMHILL COUNTIES. 211INFO RECEIVED OVER 25,000 CALLS DURING THE FISCAL YEAR ENDED JUNE 30, 2015 AND MADE OVER 21,000 REFERRALS FOR SERVICES. THERE ARE 294 LOCAL ORGANIZATIONS LISTED IN THE REFERRAL SYSTEM. 265076 265076 DESIGNATIONS -- 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. UNITED WAY STAFF REVIEW EACH DONEE ORGANIZATION TO ENSURE THEY ARE 501(C)(3) ORGANIZATIONS AND IN COMPLIANCE WITH THE PATRIOT ACT BEFORE SENDING THE GIFT. THIS SERVICE IS FREE OF ADMINISTRATIVE CHARGES FOR DONORS AND DONEE NONPROFIT ORGANIZATIONS.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 fund raising 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. 248605 248605 GIFTS IN KINDUnited Way 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. The good360 program is also known as the Gifts in Kind program. DONATIONS COME FROM STORE PARTNERS SUCH AS HOME DEPOT STORES, BED BATH & BEYOND, WILLIAMS SONOMA, GUESS, POTERY BARN KIDS AND POTTERY BARN. DONATED ITEMS WERE ALSO RECEIVED FROM OTHER LARGE NON-PROFIT PARTNERS. REPRESENTATIVES FROM NONPROFIT ORGANIZATIONS ATTEND THE MONTHLY GO0D360 DISTRIBUTION EVENTS. DURING THE DISTRIBUTION EVENT, THESE ORGANIZATIONS SELECT THE ITEMS THEY CAN USE TO PROVIDE EXTRA SERVICES TO COMMUNITIES THEY SERVE. DUE TO HIGH DEMAND, THE PROGRAM WAS EXPANDED TO A SECOND LOCATION IN YAMHILL COUNTY THROUGH PARTNERSHIP WITH THE YAMHILL COMMUNITY ACTION PARTNERSHIP. OVER 23,000 INDIVIDUALS BENEFITED FROM THE GOOD360 PROGRAM. 1255110 true true false true false false false false false true true false false false true true true false false false false false false false true 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 2 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 true 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 ADAM KOHLER Director 1.00 0.00 X 0 0 0 MICHELLE A PECORA Treasurer 2.00 0.00 X X 0 0 0 BUD PIERCE Director 1.00 0.00 X 0 0 0 ALEX VAZQUEZ Director 1.00 0.00 X 0 0 0 NATALIE DUNN Director 1.00 0.00 X 0 0 0 MARK FREED President 2.00 0.00 X X 0 0 0 KATIE COSTIC Director 1.00 0.00 X 0 0 0 KEN JUNDT Vice President 2.00 0.00 X X 0 0 0 MATTHEW CASEBEER 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 BRENT FETSCH Director 1.00 0.00 X 0 0 0 DAVID CLYNE Director 1.00 0.00 X 0 0 0 JAMES CARLOUGH JR Director 1.00 0.00 X 0 0 0 SHARI SCOLES Director 1.00 0.00 X 0 0 0 KEVIN CAMERON Director 1.00 0.00 X 0 0 0 GERRY FRANK HONORARY DIR 0.00 0.00 X 0 0 0 JAMES EDMONDS Director 1.00 0.00 X 0 0 0 ADAM GARMAN Director 1.00 0.00 X 0 0 0 PHIL THOMPKINS Director 1.00 0.00 X 0 0 0 RANDALL FRANKE Executive Dir. 40.00 0.00 X 80841 0 5884 80841 5884 0 false false false 0 1430576 55407 347206 257070 1833189 ADMINISTRATIVE FEES 900099 690 690 690 36148 36148 0 0 2089 2089 2089 2089 282744 282113 631 631 631 55407 2407 -2407 0 0 0 1870340 690 38868 797783 797783 0 0 0 82041 33393 26408 22240 0 265855 91121 99587 75147 5142 1904 1894 1344 42413 11300 16795 14318 35083 12504 12822 9757 0 5056 352 4704 16590 16590 0 0 7097 7097 5050 5000 50 31280 10058 10769 10453 31872 8649 9365 13858 0 0 25275 8132 8544 8599 8215 5002 1514 1699 0 7820 2480 5189 151 0 15676 15676 20163 6487 6815 6861 5753 1800 1956 1997 DISTRIBUTION OF DONATED GOODS 248405 248405 CAMPAIGN EXPENSES 66085 29 66056 OTHER GOODS & SVCS 9104 9104 OTHER EXPENSES 6748 1636 3290 1822 9777 9777 1748283 1255110 249094 244079 100 100 295484 425449 642305 614436 0 0 0 0 4713 13828 13428 793937 246147 564754 547790 706157 746322 0 0 0 6878 6613 2229506 2358851 14879 39179 6781 4692 175829 181346 197489 225217 X 1964517 2014939 67500 90008 28687 2032017 2133634 2229506 2358851 122057 -20440 X false true X true false X 1695827 1805153 1538595 1788942 1846282 8674799 0 0 1695827 1805153 1538595 1788942 1846282 8674799 0 8674799 7086 9743 764 20751 36779 75123 0 10259 5178 1200 16637 8766559 0.98950 0.99230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true false false false false true 167 false false 167 false false Part II-B, Line 1i - Other Activities Description During the 2015 Legislative session, drafted and delivered letters to the legislature in favor of the governor's budget bill providing funding to the 211INFO call center. Discussed the content of the letter with interested legislators. 28687 3440 32127 0.10700 0.89300 false false false 125000 125000 616331 219271 397060 26114 9971 16143 17802 11095 6707 8690 5810 2880 547790 ACCRUED PAYROLL LIABILITIES 22691 DESIGNATIONS PAYABLE 158655 181346 X 1600324 -20440 15500 -4940 1605264 265076 265076 1870340 1498707 15500 15500 1483207 265076 265076 1748283 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 for the years ending June 30, 2015 or 2014.United Way follow 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 recongition, 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 June 30, 2015 or 2014.United Way files informational and income tax returns in the United States, state and local jurisdictions. With few exceptions, United Way is no longer subject to U.S. Federal, state or local tax examination by tax authorities for years before 2011. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $265076 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $265076 false TOCQUEVILLE SOCIETY 55407 55407 2407 55407 55407 2407 2407 -2407 true 211INFO 7535-B NE AMBASSADOR PLACE PORTLAND OR 97220 930784586 501(c)(3) 52000 0 EDUCATION, INCOME, HEALTH BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 930581470 501(c)(3) 44813 0 EDUCATION/ HEALTH/DESIGNATIONS BRIDGEWAY RECOVERY SVCS INC PO BOX 17818 SALEM OR 97305 263634042 501(c)(3) 20000 0 ADDICTION RECOVERY CATHOLIC COMMUNITY SERVICES PO BOX 20400 SALEM OR 97307 930903773 501(c)(3) 42240 0 EDUCATION / DESIGNATIONS PAID CENTER FOR HOPE AND SAFETY 605 CENTER ST NE SALEM OR 97301 510141214 501(c)(3) 49873 0 WOMEN IN CRISIS/DESIGNATNS CHEHALEM YOUTH & FAMILY SERVICES PO BOX 636 NEWBERG OR 97132 930764541 501(c)(3) 15975 0 HEALTH / DESIGNATIONS PAID CONGREGATIONS HELPING PEOPLE 600 STATE STREET SALEM OR 97309 204581812 501(c)(3) 10139 0 INCOME / DESIGNATIONS PAID GARTEN SERVICES PO BOX 13970 SALEM OR 97309 930582004 501(c)(3) 16185 0 INCOME / DESIGNATIONS PAID HELPING HANDS PO BOX 413 SEASIDE OR 97138 271158468 501(c)(3) 15844 0 INCOME/DESIGNATIONS JOB GROWERS INCORPORATED 626 HIGH ST NE 305 SALEM OR 97301 260172758 501(c)(3) 25000 0 INCOME LUTHERAN COMMUNITY SERVICES 617 DAVIS ST NE MCMINNVILLE OR 97128 930386860 501(c)(3) 21241 0 HEALTH / DESIGNATIONS PAID MANO A MANO 2921 SADDLE CLUB ST SE 1009 SALEM OR 97317 930992858 501(c)(3) 20963 0 EDUCATION / DESIGNATIONS PAID MCMINNVILLE FREE CLINIC 2155 NW Second Street McMinnville OR 97128 352444142 501(c)(3) 15000 0 HEATLH MID-WILLAMETTE VALLEY COMM ACTION AGENCY 2475 CENTER STREET NE SALEM OR 97301 237056987 501(c)(3) 15000 0 INCOME NORTHWEST HUMAN SERVICES 681 CENTER STREET NE SALEM OR 97301 930605570 501(c)(3) 38115 0 INCOME / HEALTH / DESIGNATIONS PALAU FOUNDATION OF WORLD EVN PO BOX 50 PORTLAND OR 97207 931084330 501(c)(3) 14000 0 DESIGNATIONS PAID PROVIDENCE NEWBERG HEALTH FOU 1001 Providence Drive NEWBERG OR 97132 930889144 501(c)(3) 9689 0 HEALTH / DESIGNATIONS SABLE HOUSE PO BOX 783 DALLAS OR 97338 931122800 501(c)(3) 15470 0 HEALTH / DESIGNATIONS PAID SALEM FREE MEDICAL CLINIC 1300 BROADWAY ST NE STE 104 SALEM OR 97301 203549992 501(c)(3) 40922 0 HEALTH / DESIGNATIONS PAID SALEM KEIZER COALITION FOR EQUAL PO BOX 4296 SALEM OR 97302 651203900 501(c)(3) 30160 0 EDUCATION /DESIGNATIONS SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 931215089 501(c)(3) 20000 0 EDUCATION ST JOSEPH SHELTER 925 S MAIN ST MT ANGEL OR 97362 930387331 501(c)(3) 11746 0 INCOME / DESIGNATIONS PAID THE SALVATION ARMY PO BOX 7047 SALEM OR 97303 941156347 501(c)(3) 5816 0 DESIGNATIONS TUALATIN PRESBYTERIAN CHURCH 9230 SW SILETZ DR TUALATIN OR 97062 930967181 501(c)(3) 5700 0 DESIGNATIONS YAMHILL COMMUNITY ACTION PARTNERSHIP PO BOX 621 MCMINNVILLE OR 97128 930758732 501(c)(3) 46885 0 INCOME / DESIGNATIONS YAMHILL COUNTY CASA 638 NE 5TH STREET MCMINNVILLE OR 97128 931178086 501(c)(3) 7805 0 HEALTH / DESIGNATIONS 26 0 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 DURING THE FUNDING PERIOD. A FINAL REPORT IS REQUIRED AFTER ONE YEAR FOR SINGLE PROGRAM GRANTS AND TWO YEARS FOR COLLABORATIVE PROJECT GRANT AWARDS. THE REPORTS ASK AGENCIES TO PROVIDE NARRATIVE AND DETAIL DESCRIBING HOW GRANT MONIES WERE USED, WHAT OUTCOMES WERE ACHIEVED AND THE NUMBER AND DEMOGRAPHIC PROFILE OF CLIENTS SERVED.THE COMMUNITY IMPACT COUNCIL REVIEWS THE QUARTERLY REPORTS SUBMITTED BY EACH FUNDED PROGRAM FOR THE PURPOSE OF MONITORING IF DESIRED OUTCOMES ARE BEING ACHIEVED AND IF GRANT MONIES ARE BEING SPENT AS ORIGINALLY PROPOSED. 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 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. 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 248605 SALES VALUE X 3 8465 MARKET PRICE false false false Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents DURING THE YEAR ENDED JUNE 30, 2015, THE ORGANIZATION CHANGED FROM A MEMBER ORGANIZATION TO A NONMEMBER ORGANIZATION. THE BYLAWS HAVE BEEN RESTATED TO REFLECT THIS CHANGE. 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 PRESIDENT'S LEADERSHIP CIRCLE, PROVIDES AN OPPORTUNITY FOR INDIVIDUAL DONORS AND LOCAL COMPANIES TO PARTNER CLOSELY WITH UNITED WAY OF THE MID-WILLAMETTE VALLEY BY RAISING FUNDS TO SUPPORT OUR CAMPAIGN AND MARKETING EFFORTS. PRESIDENT'S LEADERSHIP CIRCLE SUPPORT COMBINED WITH GRANTS AND OTHER CORPORATE GIFTS PAID FOR 100% OF CAMPAIGN PRINTING AND PROMOTIONAL EXPENSES ALLOWING MORE DONOR DOLLARS TO FUND PROGRAMS AND SERVICES IN MARION, POLK AND YAMHILL COUNTIES.DURING FISCAL YEAR ENDED JUNE 30, 2015, THERE WERE 19 PRESIDENT'S LEADERSHIP CIRCLE DONORS PROVIDING A TOTAL OF $90,000 IN FUNDING.