2016-03-04T10:34:50-06:00 2015-06-30 910189318 MOSS ADAMS LLP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2014-07-01 930576632 UNITED WAY OF JACKSON COUNTY INC UNIT 5417735339 1457 EAST MCANDREWS MEDFORD OR 97504 DEE ANNE EVERSON EXECUTIVE DIRECTOR 5417735339 2016-03-01 1 APRIL STITH P01245039 5418571040 2016-02-29 2014 2016-08-17 19:52:53Z DEE ANNE EVERSON 1457 EAST MCANDREWS MEDFORD OR 97504 1167300 0 X WWW.UNITEDWAYOFJACKSONCOUNTY.ORG X 1969 OR OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF JACKSON COUNTY COMMUNITIES. 29 29 8 1700 0 0 994598 1163314 0 0 16927 3986 0 0 1011525 1167300 306837 449140 0 0 391283 455178 0 0 122423 318979 272961 1017099 1177279 -5574 -9979 866738 952503 168259 146826 698479 805677 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 421416 304179 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 COSTS. 351788 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. 144961 144961 UNITED WAY OF JACKSON COUNTY RESPONDED TO THE DISASTEROUS FIRE IN WEED, CALIFORNIA. WE RAISED $144,961 AND GAVE 100% TO UNITED WAYS OF NORTHERN CALIFORNIA FOR LONG TERM REBUILDING. 918165 1 1 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 1 9 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 29 29 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 TIM CLAYTON DIRECTOR 2.00 X 0 0 0 TERESA ANDERSON DIRECTOR 2.00 X 0 0 0 TAMERA HEATON DIRECTOR 2.00 X 0 0 0 SUE SLACK DIRECTOR 2.00 X 0 0 0 STEWART PARMELE TREASURER 2.00 X X 0 0 0 STEVE ERB DIRECTOR 2.00 X 0 0 0 RICK RANKIN FORMER DIRECTOR 2.00 X 0 0 0 REBECCA VEGA SECRETARY 2.00 X X 0 0 0 NICK PARSONS DIRECTOR 2.00 X 0 0 0 MARSHA BILLECI FORMER DIRECTOR 2.00 X 0 0 0 KIM KATIC FORMER DIRECTOR 2.00 X 0 0 0 JENNIFER SUSI 2ND VICE PRESIDENT 2.00 X X 0 0 0 FRANCIS PLOWMAN DIRECTOR 2.00 X 0 0 0 DENNIS MORGAN DIRECTOR 2.00 X 0 0 0 DAVID L GREMMELS DIRECTOR 2.00 X 0 0 0 DAN THORNDIKE DIRECTOR 2.00 X 0 0 0 CHELA SANCHEZ FORMER DIRECTOR 2.00 X 0 0 0 CHARLEY BOLEN 1ST VICE PRESIDENT 2.00 X X 0 0 0 BOB WISE PRESIDENT 2.00 X X 0 0 0 BARB BRAZIER DIRECTOR 2.00 X 0 0 0 AMY BELKIN DIRECTOR 2.00 X 0 0 0 LANCE REYES FORMER DIRECTOR 2.00 X 0 0 0 KAREN BARTALINI 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 EEAN LEVIN DIRECTOR 2.00 X 0 0 0 BETH LINDSAY DIRECTOR 2.00 X 0 0 0 FRANK LUCAS DIRECTOR 2.00 X 0 0 0 KRISTIN MILLIGAN DIRECTOR 2.00 X 0 0 0 SUZANNE SCHMIDT DIRECTOR 2.00 X 0 0 0 DANA SHUMATE DIRECTOR 2.00 X 0 0 0 VALERIE STEIN-RETIZ DIRECTOR 2.00 X 0 0 0 MELISSA WOLFF DIRECTOR 2.00 X 0 0 0 FAWN JONES DIRECTOR 2.00 X 0 0 0 DEE ANNE EVERSON EXECUTIVE DIRECTOR 40.00 X 98235 0 12067 98235 0 12067 0 0 0 0 0 1144587 18727 1163314 3986 3986 1167300 0 0 3986 449140 449140 97378 68165 19475 9738 242417 128198 62284 51935 12850 7453 3084 2313 71321 41366 17117 12838 31212 18103 7491 5618 24162 13060 5746 5356 7992 5595 2397 29110 10611 7536 10963 11763 6301 2905 2557 3761 2257 752 752 24070 16471 2246 5353 1465 879 293 293 11737 7042 2347 2348 3065 1778 736 551 2945 1708 707 530 COMMUNITY PROJECTS 152757 139956 3946 8855 MISCELLANEOUS 134 82 26 26 1177279 918165 136691 122423 18856 30957 338516 215632 517 808 29643 24159 8549 5484 500300 699622 866738 952503 17036 25662 116223 96164 35000 25000 168259 146826 X 470768 440654 114595 31000 113116 334023 698479 805677 866738 952503 X -9979 117177 X X 0 1 X 1 0 X 1011215 709579 798330 867369 944587 4331080 1011215 709579 798330 867369 944587 4331080 3831 4327249 74415 6255 4589 5429 3986 94674 4425754 0.97770 0.96100 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 1 45785 70747 70731 45801 0 113116 113116 113116 113116 113116 113116 113116 113116 113116 113116 1 0 29643 24159 5484 5484 BENEFICIAL INTEREST IN FUNDS HELD BY OREGON COMMUNITY FOUNDATION 699622 699622 NOTE PAYABLE - LINE OF CREDIT 25000 25000 1228597 36085 25212 61297 1167300 0 1167300 1213364 36085 36085 1177279 0 1177279 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST PART IV, LINE 1B: THE ORGANIZATION IS THE FISCAL AGENT FOR THE OREGON NONPROFIT LEADERS CONFERENCE, AN ANNUAL CONFERENCE FOR GRANTMAKERS AND NONPROFIT ORGANIZATIONS THROUGHOUT OREGON AND NORTHERN CALIFORNIA. THIS IS DONE ON A FEE FOR SERVICE BASIS. THE ORGANIZATION PROVIDES FINANCIAL MANAGEMENT SERVICES FOR THE CONFERENCE. 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) 12347 FMV RESIDENTIAL DRUG TREATMENT SERVICES AMERICAN RED CROSS SOUTHERN OREGON CHAPTER 60 HAWTHORNE STREET MEDFORD OR 97504 530196605 501(C)(3) 14850 FMV DISASTER SERVICE - HOUSE FIRES - MAINTAIN STABILITY ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 930686976 501(C)(3) 7669 FMV SCHOLARSHIPS FOR YOUTH CHILDREN'S ADVOCACY CENTER 816 W 10TH ST MEDFORD OR 97501 943079497 501(C)(3) 9000 FMV THERAPY SERVICES - ABUSED CHILDREN, TEENS AND BUILDING BRIDGES CASA OF JACKSON COUNTY 613 MARKET STREET MEDFORD OR 97504 943215621 501(C)(3) 11000 FMV SAFE OUTCOMES FOR CHILDREN CHILDREN'S DENTAL CLINIC 229 STEWART AVENUE MEDFORD OR 97501 930731971 501(C)(3) 7000 FMV DENTAL CARE COMMUNITY HEALTH CENTER 19 MYRTLE STREET MEDFORD OR 97504 237366812 501(C)(3) 15500 FMV INTER-CONCEPTION CARE COMMUNITY WORKS INC 201 W MAIN STREET MEDFORD OR 97501 930633804 501(C)(3) 13080 FMV SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE, INFORMATION REFERRALS CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON 820 CRATER LAKE AVENUE 20 MEDFORD OR 97504 930585893 501(C)(3) 12802 FMV MONEY MANAGEMENT STABILIZATION FOR SENIORS, MONEY MANAGEMENT COUNSELING FAMILY NURTURING CENTER 212 N OAKDALE AVENUE MEDFORD OR 97501 161726574 501(C)(3) 15941 FMV DEVELOPMENTAL SCREENING, PARETN ED, HOME VISITS, FAMILY EVENTS LIVING OPPORTUNITIES PO BOX 1105 MEDFORD OR 97501 930640525 501(C)(3) 12706 FMV SUPPORTED LIVING AND EMPLOYMENT ON TRACK INC 221 WEST MAIN STREET MEDFORD OR 97501 237088811 501(C)(3) 12141 FMV TEEN DUAL DIAGNOSIS SERVICES ROGUE VALLEY FAMILY YMCA 522 WEST SIXTH STREET MEDFORD OR 97501 930391645 501(C)(3) 11941 FMV YMCA FINANCIAL ASSISTANCE PROGRAM ROGUE VALLEY COUNCIL OF GOVERNMENTS PO BOX 3275 CENTRAL POINT OR 97502 930611406 501(C)(3) 11203 FMV FOOD AND FRIENDS SENIOR MEALS ON WHEELS: FOOD FOR HOMEBOUND ELDERLY COMMUNITY VOLUNTEER NETWORK ONE WEST MAIN STREET 303 MEDFORD OR 97501 930892261 501(C)(3) 15682 FMV FOSTER GRANDPARENT PROGRAM AND RSVP CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 5201 FMV PATHWAYS TO SELF SUFFICIENCY EASTER SEALS OREGON 5757 SW MACADAM AVE 100 PORTLAND OR 97239 930386885 501(C)(3) 6464 FMV RECREATION OPPORTUNITIES & SUMMER DAY CAMP SOCFC - HEADSTART PO BOX 3697 CENTRAL POINT OR 97502 930564896 501(C)(3) 13141 FMV HEAD START PARENT POWER HEARTS WITH A MISSION 711 MEDFORD CENTER 334 MEDFORD OR 97504 208678122 501(C)(3) 5274 FMV H.A.N.D.S. - MENTORING FOR HOMELESS TEENS JACKSON COUNTY SART 43 MORNING LIGHT DRIVE ASHLAND OR 97520 810650183 501(C)(3) 12190 FMV SEXUAL ASSAULT INVESTIGATIVE NURSES - ADVOCACY KIDS UNLIMITED 821 NORTH RIVERSIDE MEDFORD OR 97501 931329922 501(C)(3) 19350 FMV HOMEWORK, TUTORING, MENTORING, SPORTS AND ENRICHMENT HOPE EQUESTRIAN CENTER PO BOX 396 EAGLE POINT OR 97524 930978737 501(C)(3) 6500 FMV AT RISK GIRLS ADOPT RIDER AND ADOPT-A-RIDER RV VETERANS AND COMMUNITY OUTREACH 301 N GRAPE STREET MEDFORD OR 97501 930779926 501(C)(3) 5000 FMV REMOVING BARRIERS TO REINTEGRATION SO GOODWILL INDUSTRIES 11 W JACKSON MEDFORD OR 97501 930564141 501(C)(3) 7141 FMV STEPS TO SUCCESS, FAMILY STRENGTHENING 24 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. X OFFICE SPACE 1 21600 COMPARABLE RENT X ADVERTISING 5 14485 COMPARABLE COST 0 1 0 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. EACH YEAR 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: NET EFFECT OF PRIOR YEAR RESTATEMENT 91,965. CHANGE IN BENEFICIAL INTEREST 25,212. 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.