2014-05-14T09:50:41-07:00 2013-06-30 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 973013618 990 2012-07-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 RANDALL FRANKE 2014-05-14 true Michelle A Pecora P00009440 5037791902 2012 2015-11-30 17:44:51Z 1563612 false false X WWW.UNITEDWAYMWV.ORG X 1937 OR United Way of the Mid-Willamette Valley strives to connect the caring power of people in Marion, Polk and Yamhill counties to improve quality of life and build healthy communities by improving outcomes in education, financial stability and health. 19 19 17 2130 0 1805153 1538595 15912 10553 9743 -51736 5178 1200 1835986 1498612 1151905 835810 0 519023 308216 0 239042 516923 368645 2187851 1512671 -351865 -14059 2027688 2071886 183647 241904 1844041 1829982 United Way of the Mid-Willamette Valley strives to connect the caring power of people in Marion, Polk and Yamhill counties to improve quality of life and build healthy communities by improving outcomes in education, financial stability and health. false false 724748 383500 COMMUNITY IMPACT PROGRAM -- UNITED WAY OF THE MID-WILLAMETTE VALLEY (UNITED WAY) IS COMMITTED TO ALLOCATING RESOURCES TO ADDRESS THE MOST PRESSING NEEDS OF THE COMMUNITIES WE SERVE. THE UNITED WAY BELIEVES THAT THE WAY TO IMPROVE LIVES IS BY MOBILIZING THE CARING POWER OF COMMUNITIES AROUND THREE BUILDING BLOCKS OF A GOOD LIFE: EDUCATION, FINANCIAL STABILITY AND HEALTH. THE CHALLENGES OUR COMMUNITIES FACE ARE COMPLEX AND TOO BIG FOR ANY SINGLE ORGANIZATION TO SOLVE. 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 GRANT PROCESS ALLOWS UNITED WAY FUNDS TO BE AWARDED TO PROGRAMS AND COLLABORATIONS THAT POSITIVELY IMPACT COMMUNITY CONDITIONS, IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES, AND CREATES A FOUNDATION FOR LONG-TERM CHANGE. DURING THE FISCAL YEAR ENDED JUNE 30, 2013, THE UNITED WAY FUNDED TWENTY-FIVE UNIQUE PROGRAMS AND TWO INITIATIVES. IMPACT FUNDS ARE ALLOCATED TO PROJECTS THAT DEMONSTRATE MEASURABLE OUTCOMES. DURING THE FISCAL YEAR ENDED JUNE 30, 2013, OVER 80,000 PEOPLE WERE SERVED THROUGH UNITED WAY SUPPORT. 225638 225638 DESIGNATIONS -- United Way of the Mid-Willamette Valley (United Way) conducts an annual community-wide campaign for the purpose of raising funds, recruiting volunteers, increasing public involvement and commitment to addressing high priority health and human care issues in Marion, Polk and Yamhill counties. As part of the annual campaign, the United Way offers individual donors the opportunity to designate their gifts to eligible agencies or other United Ways. 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. 162358 160005 GIFTS IN KIND (GOODS360)United Way of the Mid-Willamette Valley is proud to be a redistribution partner through Good360a partnership that allows the United Way to obtain retail goods from local businesses and redistribute to nonprofit agencies in the community. Known to the community as Gifts in Kind, this program provided more than $160,000 in goods to nonprofits during the year ended June 30, 2013.United Ways Good360 program manages large-scale donations, and matches those gifts with qualified nonprofit agencies that can put them to use where they are needed most. This support helps nonprofits keep down overhead costs, expand capabilities, and ultimately serve more people in the community. 1112744 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 7 0 true 17 true false false false false false false false false 0 false false false false false false false false false false X 19 19 false false false false true true true 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 TINA HERNANDEZ 1.00 0.00 X 0 0 0 JAMES EDMONDS 2.00 0.00 X X 0 0 0 GERRY FRANK 1.00 0.00 X 0 0 0 SHARI SCOLES 2.00 0.00 X X 0 0 0 PHIL THOMPKINS 1.00 0.00 X 0 0 0 MARY PAULSON 2.00 0.00 X X 0 0 0 BETTY PATACCOLI 1.00 0.00 X 0 0 0 ROGER JORDAN 1.00 0.00 X 0 0 0 CARRIE CASEBEER 2.00 0.00 X 0 0 0 KEN JUNDT 1.00 0.00 X 0 0 0 TOMMY PATERSON 1.00 0.00 X 0 0 0 MARK FREED 2.00 0.00 X X 0 0 0 PAM HEILMAN 1.00 0.00 X 0 0 0 CHERYL WOLFE 1.00 0.00 X 0 0 0 BUD PIERCE 1.00 0.00 X 0 0 0 MICHELLE PECORA 1.00 0.00 X 0 0 0 JONATHON FOST 1.00 0.00 X 0 0 0 DAN FARRINGTON 1.00 0.00 X 0 0 0 RANDALL FRANKE 40.00 0.00 X 2905 0 0 MICHAEL DEROCHIER 40.00 0.00 X 54348 0 6622 57253 6622 0 false false false 0 1296136 242459 160005 1538595 ADMINISTRATIVE FEES 900099 10553 10553 10553 764 764 0 0 0 12500 65000 -52500 -52500 -52500 0 0 0 MISCELLANEOUS INCOME 900099 1200 1200 1200 1498612 -40747 764 835810 835810 0 0 0 65446 15358 23562 26526 0 183218 42995 65962 74261 4343 1019 1564 1760 29276 6870 10540 11866 25933 6086 9336 10511 0 0 20708 20708 0 0 0 7108 1658 2690 2760 11548 4261 3943 3344 19893 6581 4726 8586 0 0 13852 7777 2859 3216 5119 1125 252 3742 0 0 0 5284 1652 1547 2085 18938 10632 3909 4397 5617 1733 1593 2291 MEMBERSHIP DUES 13036 4075 3816 5145 CAMPAIGN EXPENSES 27749 27749 EVENT SUPPLIES & EXPENSES 46209 100 46109 DISTRIBUTION OF DONATED GOODS 162358 162358 11226 2754 3778 4694 1512671 1112744 160885 239042 102 100 802708 846895 550229 624473 0 0 0 0 0 10446 15299 784596 205788 658203 578808 0 0 0 0 6000 6311 2027688 2071886 19256 13126 164391 228778 183647 241904 X 1779041 1812482 65000 17500 1844041 1829982 2027688 2071886 -14059 X false true X true false X 2364040 2462109 1695827 1805153 1538595 9865724 0 0 2364040 2462109 1695827 1805153 1538595 9865724 0 9865724 13826 11746 7086 9743 764 43165 0 5495 5703 10259 5178 1200 27835 9936724 0.99290 0.99040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125000 125000 616331 187665 428666 26114 8632 17482 11661 4001 7660 5490 5490 578808 AMOUNTS DESIGNATED BY DONORS 204794 ACCRUED PAYROLL LIABILITIES 23984 228778 X 1339147 13673 52500 66173 1272974 225638 225638 1498612 1300706 13673 13673 1287033 225638 225638 1512671 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $225638 Part XI, Line 4b Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $225638 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 IMPAIRMENT LOSS RECORDED IN PRIOR YEAR $52500 Part X Part X : FIN48 Footnote The 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 is a single member LLC, and therefore, is a disregarded entity for income tax purposes, and its activity is included with that of the United Way. In any year in which the 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 30,2013 or 2012. The 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.It requires 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 the United Way had no uncertain tax positions as of June 30, 2013 and 2012.The United Way files information and income tax returns in the United States, state and local jurisdictions. With few exceptions, the United Way is no longer subject to US Federal, state or local tax examination by tax authorities for years before 2010. true YWCA 1255 BROADWAY NE SUITE 110 SALEM OR 97301 930386985 15000 0 INCOME YOUTH IMPACTMID VALLEY MENTORS 3030 CENTER ST NE SALEM OR 97301 205531237 26000 0 EDUCATION / INCOME YOUR COMMUNITY MEDIATORS-YAMHILL PO BOX 444 MCMINNVILLE OR 97128 931247644 15000 0 EDUCATION YAMHILL COUNTY CASA 1075 SW CEDARWOOD AVE MCMINNVILLE OR 97128 931178086 7500 0 HEALTH YAMHILL COMMUNITY ACTION PARTNERSHIP PO BOX 621 MCMINNVILLE OR 97128 930758732 5292 0 DESIGNATIONS PAID YAMHILL COMMUNITY ACTION PARTNERSHIP PO BOX 621 MCMINNVILLE OR 97128 930758732 27500 0 INCOME THUGZ OFF DRUGZ PO BOX 508 MCMINNVILLE OR 97128 201382957 10000 0 HEALTH THE SALVATION ARMY PO BOX 7047 SALEM OR 97303 941156347 7500 0 INCOME SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 931215089 20000 0 EDUCATION SALEM FREE MEDICAL CLINIC 1300 BROADWAY ST NE STE 104 SALEM OR 97301 203549992 35000 0 HEALTH NORTHWEST HUMAN SERVICES 681 CENTER STREET NE SALEM OR 97301 930605570 12500 0 INCOME / HEALTH MID-WILLAMETTE VALLEY COMM ACTION AGENCY 2475 CENTER STREET NE SALEM OR 97301 237056987 22500 0 INCOME MID-WILLAMETTE VALLEY COMM ACTION AGENCY 2475 CENTER STREET NE SALEM OR 97301 237056987 11294 0 DESIGNATIONS PAID MID-VALLEY WOMENS CRISIS SERVICE 795 WINTER STREET NE SALEM OR 97301 510141214 7128 0 DESIGNATIONS PAID MID-VALLEY WOMENS CRISIS SERVICE 795 WINTER STREET NE SALEM OR 97301 510141214 37500 0 INCOME MID-VALLEY LITERACY CENTER 606 DEARBORN AVE NE KEIZER OR 97303 272124566 10000 0 EDUCATION MARION COUNTY CASA PO BOX 12765 SALEM OR 97309 810583065 7500 0 HEALTH GARTEN SERVICES PO BOX 7310 SALEM OR 97303 930582004 15000 0 INCOME FARM WORKER HOUSING DEV CORP 1274 FIFTH ST STE 1-A WOODBURN OR 97071 931055994 17500 0 EDUCATION FAITH IN ACTION 310 VILLA ROAD SUITE 110 NEWBERG OR 97132 930889144 12500 0 HEALTH CHEHALEM YOUTH & FAMILY SERVICES PO BOX 636 NEWBERG OR 97132 930764541 15000 0 HEALTH CATHOLIC COMMUNITY SERVICES PO BOX 20400 SALEM OR 97307 930903773 20000 0 EDUCATION BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 930581470 6791 0 DESIGNATIONS PAID BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 930581470 35000 0 EDUCATION / HEALTH 211INFO 1435 NE 81ST AVE STE 100 PORTLAND OR 97213 930784586 105000 0 EDUCATION / INCOME / HEALTH 25 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 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. 160005 SALES VALUE false false false Form 990, Part VI, Line 19 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). Form 990, Part VI, Line 15b 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 15a 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 12c 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 11b 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 6 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.