UNITED WAY OF JACKSON COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF JACKSON COUNTY INC (EIN 93-0576632)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-04
- IRS object ID
- 201520359349300617
- Schema version
- 2013v4.0
- 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 | 2015-02-04T09:52:04-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204749363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diane Mathews | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 5417735339 | PhoneNum |
| Signature | 2015-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN M RYDER | PreparerPersonNm |
| PTIN | P00033827 | PTIN |
| Phone | 5417797641 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Dee Anne Everson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 East McAndrews | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,016,087 | 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 | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 1700 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $863,782 | PYContributionsGrantsAmt |
| CY Contributions Grants | $994,598 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,017 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,927 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $875,799 | PYTotalRevenueAmt |
| CY Total Revenue | $1,011,525 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $303,173 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $306,837 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $331,470 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $391,283 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,163 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $336,950 | PYOtherExpensesAmt |
| CY Other Expenses | $318,979 | CYOtherExpensesAmt |
| PY Total Expenses | $971,593 | PYTotalExpensesAmt |
| CY Total Expenses | $1,017,099 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$95,794 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,574 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $750,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $866,738 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $148,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $168,259 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $602,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $698,479 | 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 | $441,197 | ExpenseAmt |
| Grant | $306,837 | GrantAmt |
| Revenue | $875,116 | RevenueAmt |
| 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 one in two 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $356,082 | ExpenseAmt |
| Revenue | $116,696 | RevenueAmt |
| Desc | United Way collects donor dollars to fund community impact work in education, income, health and transportation by mobilizing caring to effect 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, convening Jackson County CAN (Child Abuse Network), WiLL (Women Living Leadership), Day of Caring, CASH (Creating Assets, Savings, and Hope) Southern Oregon, 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 | $797,279 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 6 | 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417735339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1457 East McAndrews | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Anne Ashbey | ||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Bob Wise | ||||||
| 1st Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stewart Parmele | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Charley Bolen | ||||||
| 2nd Vice President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rebecca Vega | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Amy Belkin | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Diane Bennett | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Marsha Billeci | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Barb Brazier | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Julie Brown | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tim Clayton | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Erb | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| David L Gremmels | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Francis Plowman | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Michele Jones | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tamera Heaton | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kim Katic | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jason Lukaszewicz | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dennis Morgan | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Teresa Anderson | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Nick Parsons | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Rick Rankin | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Becky Snyder | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sue Slack | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Susi | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dan Thorndike | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Wilson | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Chela Sanchez | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dee Anne Everson | ||||||
| Executive Director | 40.00 | Yes (X) | $94,253 | $0 | $12,918 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,253 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,918 | 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 | $977,862 | FederatedCampaignsAmt |
| All Other Contributions | $16,736 | AllOtherContributionsAmt |
| Total Contributions | $994,598 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,489 | TotalRevenueColumnAmt |
| Exclusion | $21,489 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,562 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$4,562 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,562 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,011,525 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,562 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,489 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,837 | TotalAmt |
| Program Services | $306,837 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,577 | TotalAmt |
| Program Services | $67,604 | ProgramServicesAmt |
| Management And General | $19,315 | ManagementAndGeneralAmt |
| Fundraising | $9,658 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,978 | TotalAmt |
| Program Services | $115,336 | ProgramServicesAmt |
| Management And General | $42,869 | ManagementAndGeneralAmt |
| Fundraising | $40,773 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,217 | TotalAmt |
| Program Services | $5,705 | ProgramServicesAmt |
| Management And General | $1,939 | ManagementAndGeneralAmt |
| Fundraising | $1,573 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,581 | TotalAmt |
| Program Services | $36,879 | ProgramServicesAmt |
| Management And General | $12,536 | ManagementAndGeneralAmt |
| Fundraising | $10,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,930 | TotalAmt |
| Program Services | $16,669 | ProgramServicesAmt |
| Management And General | $5,666 | ManagementAndGeneralAmt |
| Fundraising | $4,595 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,333 | TotalAmt |
| Program Services | $12,164 | ProgramServicesAmt |
| Management And General | $4,344 | ManagementAndGeneralAmt |
| Fundraising | $5,825 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,457 | TotalAmt |
| Program Services | $32,520 | ProgramServicesAmt |
| Fundraising | $13,937 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,880 | TotalAmt |
| Program Services | $9,473 | ProgramServicesAmt |
| Management And General | $5,990 | ManagementAndGeneralAmt |
| Fundraising | $8,417 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,379 | TotalAmt |
| Program Services | $3,393 | ProgramServicesAmt |
| Management And General | $1,461 | ManagementAndGeneralAmt |
| Fundraising | $1,525 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,335 | TotalAmt |
| Program Services | $13,143 | ProgramServicesAmt |
| Management And General | $4,454 | ManagementAndGeneralAmt |
| Fundraising | $3,738 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,475 | TotalAmt |
| Program Services | $18,594 | ProgramServicesAmt |
| Management And General | $2,834 | ManagementAndGeneralAmt |
| Fundraising | $3,047 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474 | TotalAmt |
| Program Services | $284 | ProgramServicesAmt |
| Management And General | $95 | ManagementAndGeneralAmt |
| Fundraising | $95 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,860 | TotalAmt |
| Program Services | $6,516 | ProgramServicesAmt |
| Management And General | $2,172 | ManagementAndGeneralAmt |
| Fundraising | $2,172 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,520 | TotalAmt |
| Program Services | $2,798 | ProgramServicesAmt |
| Management And General | $951 | ManagementAndGeneralAmt |
| Fundraising | $771 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,791 | TotalAmt |
| Program Services | $1,675 | ProgramServicesAmt |
| Management And General | $558 | ManagementAndGeneralAmt |
| Fundraising | $558 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Community Projects | $155,140 | $147,488 | $1,406 | $6,246 |
| Miscellaneous | $335 | $201 | $67 | $67 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,099 | TotalAmt |
| Program Services | $797,279 | ProgramServicesAmt |
| Management And General | $106,657 | ManagementAndGeneralAmt |
| Fundraising | $113,163 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,308 | BOYAmt |
| EOY | $18,856 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,041 | BOYAmt |
| EOY | $338,516 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505 | BOYAmt |
| EOY | $517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,094 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,632 | BOYAmt |
| EOY | $8,549 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,861 | BOYAmt |
| EOY | $500,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,347 | BOYAmt |
| EOY | $866,738 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,607 | BOYAmt |
| EOY | $17,036 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,646 | BOYAmt |
| EOY | $116,223 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $35,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,253 | BOYAmt |
| EOY | $168,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,159 | BOYAmt |
| EOY | $470,768 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,819 | BOYAmt |
| EOY | $114,595 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,116 | BOYAmt |
| EOY | $113,116 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,094 | BOYAmt |
| EOY | $698,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,347 | BOYAmt |
| EOY | $866,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,574 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $52,837 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $53,007 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | -$3,885 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | 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 | $878,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,011,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $865,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $948,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,117,369 | CurrentTaxYearAmt |
| Total | $4,820,370 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $878,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,011,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $865,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $948,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,117,369 | CurrentTaxYearAmt |
| Total | $4,820,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,820,370 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,429 | CurrentTaxYearAmt |
| Total | $195,534 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,015,904 | TotalSupportAmt |
| Public Support CY170 | 0.96100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $58,276 | BeginningBalanceAmt |
| Additions During Year | $76,391 | AdditionsDuringYearAmt |
| Distributions During Year | $88,882 | DistributionsDuringYearAmt |
| Ending Balance | $45,785 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,116 | BeginningYearBalanceAmt |
| End Year Balance | $113,116 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,116 | BeginningYearBalanceAmt |
| End Year Balance | $113,116 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,116 | BeginningYearBalanceAmt |
| End Year Balance | $113,116 | 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) |
|---|---|---|
| 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 | $29,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,094 | DepreciationAmt |
| Book Value | $8,549 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,549 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial interest in funds held by Oregon Community Foundation | Desc |
| Book Value | $500,300 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $500,300 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Note Payable - Line of Credit | Desc |
| Amt | $35,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,113,485 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $52,837 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $53,007 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $105,844 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,007,641 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,884 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $3,884 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,011,525 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,017,099 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,017,099 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,017,099 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: | PART IV, LINE 1b - Contributions or Other Assets not included on the Balance Sheet The Organization is the fiscal agent for the Oregon Nonprofit Leaders Conference, and 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: | PART V, LINE 4 - Intended Uses of Endowment Fund 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. |
| Part X, Line 2: | The Organization has determined that it has no uncertain tax positions requiring accrual and disclosure under FASB ASC 740-10-50. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Addictions Recovery Center | ||||||||
| 1003 W Main | Medford | OR | 97501 | 930645605 | 501(c)(3) | $12,347 | FMV | Residential drug treatment services |
| American Red Cross Southern Oregon Chapter | ||||||||
| 60 Hawthorne Street | Medford | OR | 97504 | 530196605 | 501(c)(3) | $14,850 | FMV | Disaster service - house fires - maintain stability |
| Ashland Family YMCA | ||||||||
| 540 YMCA Way | Ashland | OR | 97520 | 930686976 | 501(c)(3) | $7,669 | FMV | Scholarships for Youth |
| Children's Advocacy Center | ||||||||
| 816 W 10th St | Medford | OR | 97501 | 943079497 | 501(c)(3) | $10,000 | FMV | Therapy Services - Abused Children, Teens and Building Bridges |
| CASA | ||||||||
| 613 Market Street | Medford | OR | 97504 | 943215621 | 501(c)(3) | $13,500 | FMV | Safe outcomes for children |
| Children's Dental Clinic | ||||||||
| 229 Stewart Avenue | Medford | OR | 97501 | 930731971 | 501(c)(3) | $7,000 | FMV | Dental care |
| Community Health Center | ||||||||
| 19 Myrtle Street | Medford | OR | 97504 | 237366812 | 501(c)(3) | $15,500 | FMV | Inter-Conception Care |
| Community Works Inc | ||||||||
| 900 East Main Street | Medford | OR | 97504 | 930633804 | 501(c)(3) | $14,693 | FMV | Shelter for victims of domestic violence, information referrals, crisis Dunn House, JCMH, advocacy for victims of sexual violence |
| Consumer Credit Counseling Service of Southern Oregon | ||||||||
| 820 Crater Lake Avenue 20 | Medford | OR | 97504 | 930585893 | 501(c)(3) | $9,782 | FMV | Money management stabilization for seniors, money management counseling |
| Family Nurturing Center | ||||||||
| 212 N Oakdale Avenue | Medford | OR | 97501 | 161726574 | 501(c)(3) | $16,141 | FMV | Developmental screening, parent ed, home visits, respite theraputic child care, family events, mental health care |
| Living Opportunities Inc | ||||||||
| 861 Valley View Drive | Medford | OR | 97504 | 930640525 | 501(c)(3) | $12,706 | FMV | Supported Living and Employment |
| On Track Inc | ||||||||
| 221 West Main Street | Medford | OR | 97501 | 237088811 | 501(c)(3) | $12,141 | FMV | Teen Dual Diagnosis Services |
| Rogue Valley Family YMCA | ||||||||
| 522 West Sixth Street | Medford | OR | 97501 | 930391645 | 501(c)(3) | $11,941 | FMV | YMCA Financial Assistance Program child care, sports, preschool, memberships |
| Rouge Valley Council of Governments | ||||||||
| PO Box 3275 | Central Point | OR | 97502 | 930611406 | $11,203 | FMV | Food and Friends senior meals on wheels:food for homebound elderly and disabled | |
| Community Volunteer Network | ||||||||
| 1045 Ellendale Drive | Medford | OR | 97504 | 930892261 | 501(c)(3) | $15,682 | FMV | Foster Grandparent Program and RSVP |
| Center for Nonprofit Legal Services | ||||||||
| PO Box 1586 | Medford | OR | 97501 | 237227761 | 501(c)(3) | $5,201 | FMV | Pathways to Self Sufficiency |
| Easter Seals Oregon | ||||||||
| 5757 SW Macadam | Portland | OR | 97239 | 930386885 | 501(c)(3) | $6,464 | FMV | Recreation Opportunities & Summer Day Camp |
| SOCFC - Headstart | ||||||||
| 1001 Beall Lane | Central Point | OR | 97502 | 930564896 | 501(c)(3) | $13,141 | FMV | Head Start Parent Power |
| Hearts with a Mission | ||||||||
| 711 Medford Center 334 | Medford | OR | 97504 | 208678122 | 501(c)(3) | $5,274 | FMV | H.A.N.D.S. - Mentoring for homeless teens |
| Jackson County SART | ||||||||
| 43 Morninglight Drive | Ashland | OR | 97520 | 810650183 | 501(c)(3) | $14,141 | FMV | Sexual assault investigative nurses - advocacy |
| Kids Unlimited | ||||||||
| 821 North Riverside | Medford | OR | 97501 | 931329922 | 501(c)(3) | $15,350 | FMV | Homework, tutoring, mentoring, sports and enrichment |
| Hope Equestrian Center | ||||||||
| PO Box 1034 | Ashland | OR | 97520 | 930978737 | 501(c)(3) | $7,500 | FMV | At Risk Girls Adopt Rider and Adopt-A-Rider |
| Rose Circle Mentoring Network | ||||||||
| PO Box 116 | Talent | OR | 97540 | 943468601 | 501(c)(3) | $5,000 | FMV | Camp Luna and One-to-One Mentor Program |
| RV Veterans and Community Outreach | ||||||||
| 301 N Grape Street | Medford | OR | 97501 | 930779926 | 501(c)(3) | $5,000 | FMV | Removing Barriers to Reintegration |
| SO Goodwill Industries | ||||||||
| 11 W Jackson | Medford | OR | 97501 | 930564141 | 501(c)(3) | $7,141 | FMV | Steps to success, Family Strengthening |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 24 | TotalOtherOrgCnt |
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 M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Advertising | 5 | $28,407 | Comparable Cost |
| Yes (X) | Office space | 1 | $18,000 | Comparable Rent |
| Yes (X) | Public awaren | 1 | $4,000 | FMV |
| Yes (X) | Public Servic | 1 | $2,000 | FMV |
| Yes (X) | Day of Caring | 1 | $600 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 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 | Compensation review & approval for CEO, Executive Director & top management 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 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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