2015-02-04T09:52:04-06:00 2014-06-30 204749363 ISLER MEDFORD LLC 839 ALDER CREEK DR MEDFORD OR 97504 990 2013-07-01 930576632 United Way of Jackson County Inc UNIT 5417735339 1457 East McAndrews Medford OR 97504 Diane Mathews Executive Director 5417735339 2015-02-02 1 CAROLYN M RYDER P00033827 5417797641 2013 2016-02-25 16:41:14Z X Dee Anne Everson 1457 East McAndrews Medford OR 97504 1016087 0 X www.unitedwayofjacksoncounty.org X 1969 OR Our mission is to improve lives by mobilizing the caring power of Jackson County Communities. 28 28 7 1700 0 0 863782 994598 0 0 12017 16927 0 0 875799 1011525 303173 306837 0 0 331470 391283 0 0 113163 336950 318979 971593 1017099 -95794 -5574 750347 866738 148253 168259 602094 698479 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 441197 306837 875116 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. 356082 116696 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. 797279 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 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 6 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 28 28 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 Anne Ashbey President 5.00 X X 0 0 0 Bob Wise 1st Vice President 2.00 X X 0 0 0 Stewart Parmele Treasurer 2.00 X X 0 0 0 Charley Bolen 2nd Vice President 2.00 X X 0 0 0 Rebecca Vega Director 2.00 X 0 0 0 Amy Belkin Director 2.00 X 0 0 0 Diane Bennett Director 2.00 X 0 0 0 Marsha Billeci Director 2.00 X 0 0 0 Barb Brazier Director 2.00 X 0 0 0 Julie Brown Director 2.00 X 0 0 0 Tim Clayton Director 2.00 X 0 0 0 Steve Erb Director 2.00 X 0 0 0 David L Gremmels Director 2.00 X 0 0 0 Francis Plowman Director 2.00 X 0 0 0 Michele Jones Director 2.00 X 0 0 0 Tamera Heaton Director 2.00 X 0 0 0 Kim Katic Director 2.00 X 0 0 0 Jason Lukaszewicz Director 2.00 X 0 0 0 Dennis Morgan Director 2.00 X 0 0 0 Teresa Anderson Director 2.00 X 0 0 0 Nick Parsons Director 2.00 X 0 0 0 Rick Rankin Director 2.00 X 0 0 0 Becky Snyder Director 2.00 X 0 0 0 Sue Slack Director 2.00 X 0 0 0 Jennifer Susi Secretary 2.00 X X 0 0 0 Dan Thorndike Director 2.00 X 0 0 0 Nancy Wilson Director 2.00 X 0 0 0 Chela Sanchez Director 2.00 X 0 0 0 Dee Anne Everson Executive Director 40.00 X 94253 0 12918 94253 0 12918 0 0 0 0 0 977862 16736 994598 21489 21489 4562 -4562 -4562 -4562 1011525 -4562 0 21489 306837 306837 96577 67604 19315 9658 198978 115336 42869 40773 9217 5705 1939 1573 59581 36879 12536 10166 26930 16669 5666 4595 22333 12164 4344 5825 46457 32520 13937 23880 9473 5990 8417 6379 3393 1461 1525 21335 13143 4454 3738 24475 18594 2834 3047 474 284 95 95 10860 6516 2172 2172 4520 2798 951 771 2791 1675 558 558 Community Projects 155140 147488 1406 6246 Miscellaneous 335 201 67 67 1017099 797279 106657 113163 39308 18856 242041 338516 1505 517 29643 21094 17632 8549 449861 500300 750347 866738 13607 17036 134646 116223 0 35000 148253 168259 X 434159 470768 54819 114595 113116 113116 602094 698479 750347 866738 -5574 52837 53007 -3885 0 X X 0 1 X 1 0 X 878060 1011215 865396 948330 1117369 4820370 878060 1011215 865396 948330 1117369 4820370 4820370 104846 74415 6255 4589 5429 195534 5015904 0.96100 0.95650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 58276 76391 88882 45785 0 113116 113116 113116 113116 113116 113116 113116 113116 113116 113116 1 0 29643 21094 8549 8549 Beneficial interest in funds held by Oregon Community Foundation 500300 500300 Note Payable - Line of Credit 35000 35000 X 1113485 52837 53007 105844 1007641 3884 3884 1011525 1017099 0 1017099 0 1017099 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. 1 Addictions 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) 10000 FMV Therapy Services - Abused Children, Teens and Building Bridges CASA 613 Market Street Medford OR 97504 943215621 501(c)(3) 13500 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 900 East Main Street Medford OR 97504 930633804 501(c)(3) 14693 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) 9782 FMV Money management stabilization for seniors, money management counseling Family Nurturing Center 212 N Oakdale Avenue Medford OR 97501 161726574 501(c)(3) 16141 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) 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 child care, sports, preschool, memberships Rouge Valley Council of Governments PO Box 3275 Central Point OR 97502 930611406 11203 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) 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 Portland OR 97239 930386885 501(c)(3) 6464 FMV Recreation Opportunities & Summer Day Camp SOCFC - Headstart 1001 Beall Lane 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 Morninglight Drive Ashland OR 97520 810650183 501(c)(3) 14141 FMV Sexual assault investigative nurses - advocacy Kids Unlimited 821 North Riverside Medford OR 97501 931329922 501(c)(3) 15350 FMV Homework, tutoring, mentoring, sports and enrichment Hope Equestrian Center PO Box 1034 Ashland OR 97520 930978737 501(c)(3) 7500 FMV At Risk Girls Adopt Rider and Adopt-A-Rider Rose Circle Mentoring Network PO Box 116 Talent OR 97540 943468601 501(c)(3) 5000 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) 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 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 Advertising 5 28407 Comparable Cost X Office space 1 18000 Comparable Rent X Public awaren 1 4000 FMV X Public Servic 1 2000 FMV X Day of Caring 1 600 FMV 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 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.