2015-03-31T15:02:22-07:00 2014-06-30 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 973013618 990 2013-07-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 RANDALL FRANKE Executive Director 2015-03-31 true Michelle A Pecora CPA P00009440 5037791902 2013 2016-02-25 16:41:14Z 2027967 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. 18 18 13 273 0 1538595 1788943 10553 1380 -51736 13590 1200 5764 1498612 1809677 835810 853687 0 308216 361211 0 246024 368645 433260 1512671 1648158 -14059 161519 2071886 2229506 241904 197489 1829982 2032017 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 728164 Community Impact: The challenges our communities face are complex and too big for any single organization to solve. United Way of the Mid-Willamette Valley (United Way) works collaboratively throughout Marion, Polk, and Yamhill counties to identify community needs based on current data and to direct resources toward collaborative and individual programs that will result in the most successful, long-term outcomes. United Way strives to improve lives by supporting community-wide initiatives that will help children, individuals and families to succeed. The United Way believes a long-term commitment is essential in order to make a lasting impact. Community impact funds are awarded on a two-year cycle through a competitive grant process. The Community Impact Council:The Council is a committee of community volunteers representing various sectors of the community. Its role is to identify specific community-wide concerns, strategize for long-term outcomes, and gather current community data on Education, Financial Stability, and Health, and to leverage other resources to meet the needs of the tri-county service area in the Mid-Willamette Valley. United Way has identified three priority focus areas: Education, Financial Stability, and Health.In addition, United Way provides funding to help cover Basic Needs. Basic Needs services address the needs of 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 toward self-sufficiency. Funding is directed to agencies that are at the frontlines of helping local families and individuals (below 250% Federal Poverty Level) meet Basic Needs.During the fiscal year ended June 30, 2014, United Way funded twenty-five unique programs and the 211 info initiative. Impact funds have been allocated to projects that demonstrate measurable outcomes. During this fiscal year, 90,000 or one out of five people in Marion, Polk and Yamhill county individuals were served through United Way support. 250541 250541 DESIGNATIONS -- 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. 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. 204616 199155 GIFTS IN KINDUnited Way of the Mid-Willamette Valley is proud to be a distribution partnerthrough 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. During the last fiscal year, the good360 program provided more than $200,000 in goods to 28 nonprofits in the tri-county region. Each of these nonprofits redistribute the goods directly into the hands of individuals located in 17 cities. This support helps nonprofits keep down overhead costs, expand capabilities, and ultimately serve more people in their community. 1183321 true true false false false false false false false false 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 2 0 true 13 true false false false false false false false false 0 false false false false false false false false false false X 18 18 false false false false true true true true true false false true true true true true true true true false X X X RHONDA WOLF 5033631651 455 BLILER AVE NE SALEM OR 973015069 DAN FARRINGTON Director 1.00 0.00 X 0 0 0 JONATHON FOST 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 CHERYL WOLFE Secretary 2.00 0.00 X 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 PAM HUTCHINSON Director 1.00 0.00 X 0 0 0 KEN JUNDT Director 1.00 0.00 X 0 0 0 CARRIE CASEBEER Director 1.00 0.00 X 0 0 0 ROGER JORDAN Director 1.00 0.00 X 0 0 0 BETTY PATACCOLI Director 1.00 0.00 X 0 0 0 MARY PAULSON President Elect 2.00 0.00 X X 0 0 0 TINA HERNANDEZ Director 1.00 0.00 X 0 0 0 SHARI SCOLES 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 PHIL THOMPKINS Director 1.00 0.00 X 0 0 0 RANDALL FRANKE Executive Dir. 40.00 0.00 X 77609 0 4050 77609 4050 0 false false false 0 1421452 367491 199155 1788943 ADMINISTRATIVE FEES 900099 1380 1380 1380 20751 20751 0 0 5764 5764 5764 5764 211129 218290 -7161 -7161 -7161 0 0 0 0 1809677 1380 19354 853687 853687 0 0 0 83767 17985 34421 31361 0 213106 45755 87567 79784 3103 666 1275 1162 29814 6401 12251 11162 31421 6746 12911 11764 0 753 753 19677 19677 0 0 5791 5791 9576 2076 1964 5536 28615 8828 8849 10938 24778 6745 8395 9638 0 0 18260 10225 3835 4200 7528 3918 835 2775 0 2258 1175 250 833 0 14522 4234 5712 4576 20195 11309 4241 4645 5947 1640 2369 1938 DISTRIBUTION OF DONATED GOODS 204616 199517 4497 602 CAMPAIGN EXPENSES 57939 57939 SPECIAL EVENTS 4562 10 4552 DUES AND SUBSCRIPTIONS 3960 1155 1557 1248 4283 1249 1663 1371 1648158 1183321 218813 246024 100 100 846895 295484 624473 642305 0 0 0 0 0 15299 13828 790737 225983 578808 564754 706157 0 0 0 6311 6878 2071886 2229506 13126 14879 6781 228778 175829 241904 197489 X 1812482 1964517 17500 67500 1829982 2032017 2071886 2229506 161519 40516 X false true X true false X 2462109 1695827 1805153 1538595 1788942 9290626 0 0 2462109 1695827 1805153 1538595 1788942 9290626 0 9290626 11746 7086 9743 764 20751 50090 0 5703 10259 5178 1200 22340 9363056 0.99230 0.99290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125000 125000 616331 203468 412863 26114 9301 16813 17802 7724 10078 5490 5490 564754 ACCRUED PAYROLL LIABILITIES 20369 DESIGNATIONS PAYABLE 155460 175829 X 1605274 40516 5461 161 46138 1559136 250541 250541 1809677 1403239 5461 161 5622 1397617 250541 250541 1648158 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. Charity Build 2008, LLC was a single member LLC prior to its dissolution and therefore, was a disregarded entity for income tax purposes. Therefore, its activity was included with that of the United Way. 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 30,2014 or 2013. 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, 2014 and 2013.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 2010. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 REVENUE RECLASSIFIED TO EXPENSES $161 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $250541 Part XII, Line 2d: Other expenses and losses per audited F/S REVENUE RECLASSIFIED TO EXPENSES $161 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $250541 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) 10669 0 DESIGNATIONS PAID BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 930581470 501(C)(3) 35000 0 EDUCATION/ HEALTH CATHOLIC COMMUNITY SERVICES PO BOX 20400 SALEM OR 97307 930903773 501(C)(3) 39175 0 EDUCATION / DESIGNATIONS PAID CHEHALEM YOUTH & FAMILY SERVICES PO BOX 636 NEWBERG OR 97132 930764541 501(C)(3) 15398 0 HEALTH / DESIGNATIONS PAID CONGREGATIONS HELPING PEOPLE 600 STATE STREET SALEM OR 97301 930395575 501(C)(3) 9481 0 INCOME / DESIGNATIONS PAID GARTEN SERVICES PO BOX 13970 SALEM OR 97309 930582004 501(C)(3) 16334 0 INCOME / DESIGNATIONS PAID HANDSON - MWVCAA 2475 CENTER ST NE SALEM OR 97301 237056987 501(C)(3) 60000 0 COORDINATE VOLUNTEER OPPORTUNITIES HELPING HANDS PO BOX 413 SEASIDE OR 97138 271158468 501(C)(3) 15000 0 INCOME JOB GROWERS INCORPORATED 626 HIGH ST NE 305 SALEM OR 97301 260172758 501(C)(3) 25000 0 INCOME LUTHERAN COMMUNITY SERVICES 819 NE HWY 99W STE B MCMINNVILLE OR 97128 930386860 501(C)(3) 20329 0 HEALTH / DESIGNATIONS PAID MANO A MANO 2921 SADDLE CLUB ST SE 1009 SALEM OR 97317 930992858 501(C)(3) 20181 0 EDUCATION / DESIGNATIONS PAID MCMINNVILLE FREE CLINIC 2155 NW Second Street McMinnville OR 97128 352444142 501(C)(3) 15000 0 HEATLH MID-VALLEY WOMENS CRISIS SERVICE 795 WINTER STREET NE SALEM OR 97301 510141214 501(C)(3) 37500 0 INCOME MID-VALLEY WOMENS CRISIS SERVICE 795 WINTER STREET NE SALEM OR 97301 510141214 501(C)(3) 9793 0 DESIGNATIONS PAID MID-WILLAMETTE VALLEY COMM ACTION AGENCY 2475 CENTER STREET NE SALEM OR 97301 237056987 501(C)(3) 15168 0 INCOME / DESIGNATIONS PAID NORTHWEST HUMAN SERVICES 681 CENTER STREET NE SALEM OR 97301 930605570 501(C)(3) 30000 0 INCOME / HEALTH NORTHWEST HUMAN SERVICES 681 CENTER STREET NE SALEM OR 97301 930605570 501(C)(3) 5754 0 DESIGNATIONS PAID PALAU FOUNDATION OF WORLD EVN PO BOX 50 PORTLAND OR 97207 931084330 501(C)(3) 7882 0 DESIGNATIONS PAID PROVIDENCE NEWBERG HEALTH FOU 1001 Providence Drive NEWBERG OR 97132 930889144 501(C)(3) 9375 0 HEALTH SABLE HOUSE PO BOX 783 DALLAS OR 97338 931122800 501(C)(3) 15121 0 HEALTH / DESIGNATIONS PAID SALEM FREE MEDICAL CLINIC 1300 BROADWAY ST NE STE 104 SALEM OR 97301 203549992 501(C)(3) 38355 0 HEALTH / DESIGNATIONS PAID SALEM KEIZER COALITION FOR EQUAL PO BOX 4296 SALEM OR 97302 651203900 501(C)(3) 30000 0 EDUCATION SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 931215089 501(C)(3) 20090 0 EDUCATION / DESIGNATIONS PAID ST JOSEPH SHELTER 925 S MAIN ST MT ANGEL OR 97362 930387331 501(C)(3) 11427 0 INCOME / DESIGNATIONS PAID YAMHILL COMMUNITY ACTION PARTNERSHIP PO BOX 621 MCMINNVILLE OR 97128 930758732 501(C)(3) 35000 0 INCOME YAMHILL COUNTY CASA 638 NE 5TH STREET MCMINNVILLE OR 97128 931178086 501(C)(3) 7500 0 HEALTH YOUTH IMPACTMID VALLEY MENTORS 3030 CENTER ST NE SALEM OR 97301 205531237 501(C)(3) 21326 0 EDUCATION / INCOME / DESIGNAT. PD YWCA 1255 BROADWAY NE SUITE 110 SALEM OR 97301 930386985 501(C)(3) 7056 0 INCOME / DESIGNATIONS PAID 29 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. 199155 SALES VALUE false false false Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder (1) EVERY INDIVIDUAL AND ENTITY CONTRIBUTOR TO THE UNITED WAY OF THE MID-WILLAMETTE VALLEY (UWMWV) WILL BECOME AN AFFILIATED MEMBER WITH THE ORGANIZATION AND WILL BE ENTITLED TO VOTE AT ALL ANNUAL MEETINGS FOR A PERIOD OF ONE CALENDAR YEAR IMMEDIATELY FOLLOWING THEIR CONTRIBUTION. MEMBER ORGANIZATIONS SHALL NOT HAVE THE RIGHT TO VOTE FOR THE ELECTION OF UWMWV OFFICERS.(2) ANY NOT-FOR-PROFIT AGENCY OR ORGANIZATION WITH A LEGITIMATE HEALTH AND HUMAN SERVICE PROGRAM, UPON ACCEPTANCE BY THE BOARD OF DIRECTORS, MAY BECOME A MEMBER AGENCY OF THE UWMWV AND CONTINUE SO LONG AS IT IS APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT OR CHAIR OF THE BOARD OF EACH AGENCY OR ORGANIZATION WILL BE REGARDED AS THE OFFICIAL SPOKESPERSON FOR EACH AGENCY OR ORGANIZATION. (3) ACCEPTANCE OF SUCH MEMBERSHIP BY AN AGENCY OR ORGANIZATION WILL IMPOSE AN OBLIGATION TO CONFORM TO ALL RULES AND REGULATIONS ESTABLISHED BY UWMWV BOARD OF DIRECTORS AND THE PROVISIONS OF UWMWV'S BYLAWS.(4) MEMBERSHIP BY AN AGENCY DOES NOT GUARANTEE FUNDING.(5) THE UWMWV BOARD OF DIRECTORS MAY ELECT HONORARY MEMBERS WHO SHALL SERVE CONTINUOUSLY IN PERPETUITY IN RECOGNITION OF OUTSTANDING SERVICE TO THE UWMWV. HONORARY MEMBERS SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF OFFICERS. 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, 2014, United Way received $67,500 in PLC funding.