UNITED WAY OF THE COLUMBIA- WILLAMETTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE COLUMBIA- WILLAMETTE (EIN 93-0582124)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-15
- IRS object ID
- 201440749349300614
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-03-15T15:41:21-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930743240 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hoffman Stewart & Schmidt PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 Meadows Road Ste 200 | AddressLine1 |
| City | Lake Oswego | City |
| State | OR | State |
| ZIP Code | 970353295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930582124 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of the Columbia-Willamette | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5032269321 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW 11th Avenue No 300 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972052646 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol Frye | Name |
| Title | COO | Title |
| Phone | 5032269321 | Phone |
| Date Signed | 2014-03-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert M Prill | Name |
| PTIN | P00236613 | PTIN |
| Phone | 5032205900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Carol Frye | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW 11th Avenue No 300 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972052646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23973127 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unitedway-pdx.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Helping people, changing lives, making every contribution count. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 86 | TotalNbrEmployees |
| Total Nbr Volunteers | 24970 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23178530 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23397299 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 96718 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 96736 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9017 | InvestmentIncomePriorYear |
| Investment Income Current Year | 228 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 269737 | OtherRevenuePriorYear |
| Other Revenue Current Year | 177704 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23554002 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23671967 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 16638583 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15555612 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3420670 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3943981 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2127103 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1876883 | OtherExpensePriorYear |
| Other Expenses Current Year | 2237471 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21936136 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21737064 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1617866 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1934903 | RevenuesLessExpensesCY |
| Total Assets BOY | 17122881 | TotalAssetsBOY |
| Total Assets EOY | 18415139 | TotalAssetsEOY |
| Total Liabilities BOY | 8775692 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7864131 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8347189 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10551008 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2010201 | Expense |
| Grants | 2010201 | Grants |
| Revenue | 96736 | Revenue |
| Description | Community Impact Grants United Way of the Columbia-Willamette continues to improve the lives of people in our community through strategic grants to community partners working to improve health and human services in Clackamas, Washington and Multnomah counties in Oregon and Clark County in Washington. Through a competitive grant process, United Way staff and volunteers identify programs that measurably improve health, education and economic outcomes. In FY 12-13 grants were awarded to 31 projects and initiatives in three major focus areas: education, income, health, and capital projects. See Schedule O.United Way of the Columbia-Willamette continues to improve the lives of people in our community by funding community partners to meet the health and human services needs in the region. In collaboration with nearly 100 volunteers, local non-profit organizations and community leaders helped United Way staff prioritize community needs, release a competitive request for proposals and award grants to address identified needs. For the most recent grants process, 94 community volunteers provided nearly 1,100 hours during the review phase. 31 Community Impact grants totaling $1,996,247 were awarded to provide services to residents of Clackamas, Washington and Multnomah counties in Oregon and Clark County in Washington. Community Impact grants served over 39,000 residents in those four counties.The Community Impact Grants program has two funding streams: Community Investment and Capital Project grants. Community Investment grants focus on three Impact areas: Education, Income and Health. The Capital Project grant stream funds facilities improvements, technology upgrades and equipment purchases for organizations working in the areas of Education, Income and Health. The funding breakdown is as follows: 29% to Community Investment- Education; 29% to Community Investment- Income; 29% to Community Investment- Health; and 13% to Capital Projects. Contracts include requirements for outcomes to be measured and reporting periods. Community Investment grant-funded projects anticipate to serve over 39,000 residents in the four-county area. Grants within the Community Investment-Education tracks seek to accomplish the following goals: 1) Middle School Success and 2) High School Completion and Transition to Continuing Education. Specific outcomes are listed below. Middle School Success Outcomes: Keep youth in school during transition to high school; increase youth cultural identity and community connection; youth and parents increase participation in policy making affecting public schools and family support.High School Completion and Transition to Continuing Development Outcomes: Youth increase achievement of academic credits needed for graduation, and succeed socially, including civic and community involvement; youth achieve vocational or higher education goals; youth and parents increase participation in policy making affecting public schools and family support.Projects funded within the Community Investment-Income track seek to accomplish the following goals: 1) Employment and 2) Affordable Housing. Specific outcomes are listed below.Employment Outcomes: Increase access to job training and placement for certification and training programs; increase access to employment opportunities for all job seekers; increase low income individuals' participation in advocacy for employment. Affordable Housing Outcomes: increase access to financial education and banking services; increase resident participation in advocacy on housing issues; increase individuals' access to income support and tax credits; improve individual/family ability to retain affordable housing.Projects funded within the Community Investment- Health track focus on the following goals: 1) Physical, Mental and Oral Health and 2) Family Health & Healthy Relationships. Specific outcomes are listed below.Physical, Mental & Oral Health Outcomes: increase utilization and quality of physical, mental and oral health services; improve physical, mental and oral health education and awareness for all communities; individuals and families increase participation in advocacy to improve physical, mental and oral health.Family Health & Healthy Relationships Outcomes: increase utilization and quality of reproductive, family health and domestic violence prevention and response services; improve reproductive, family health and healthy relationships education for all communities; individuals and families increase participation in advocacy to improve reproductive, family health and domestic violence prevention and response system.With our Capital Project grants, organizations working in health and human services with a focus on Education, Income and Health show results through reports describing their increased capacity to serve individuals through the various facilities improvements, technology upgrades and equipment purchases. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1973022 | Expense |
| Grants | 1495618 | Grants |
| Description | United Way also invests in strategic initiatives and partnerships with non-profit service providers to meet critical community needs and which can be leveraged to foster partnerships with other funders. Strategic Initiatives and Partnerships include: Community Relief Fund (food/rent/utility assistance), Earned Income Tax Credit Assistance (financial assistance/stability), and 211info (phone and online information/referral). In addition, United Way allocated funds to support small planning grants for new funding strategies for upcoming year. See Schedule O for additional information. United Way also invests in strategic initiatives and partnerships that bring together the human and financial resources of the community to respond to emerging, critical needs and demonstrate the best opportunity to generate a clearly identified return on investment and leverage or foster partnerships with other funders. Strategic Initiatives and Partnerships are aligned with our four major areas of focus, including the three Impact areas of 1) Education, 2) Income and 3) Health; and 4) Nonprofit System Capacity.Community Relief Fund (CRF) funds provided to Community Action Agencies (15 different partners representing our four-county service area) to meet emergency short-term needs in the area of food, rent, and utility assistance. The CRF was formed in February 2009 as a six month fundraising campaign but increased need among community members has required UW to make the CRF part of a longer term strategy to meet basic needs in the community. Allocations for the last year helped more than 5,000 households nearly 14,000 individuals -- in the four-county Portland/Vancouver metro area. Project Access Now connects low-income, uninsured patients to needed medical care and prescriptions through a strategic collaboration of hospitals and clinics that organize donated care. Health professionals recruited to volunteer for Project Access Now provided 3,667 distinct individuals with access to free health care services. More than 3,000 volunteers donated medical care, including approximately 1,000 clinician volunteers. During this time, more than $20,000,000 in donated health care services were provided to the community. Earned Income Tax Credit (EITC) Assistance offers free tax preparation assistance to ensure that more low-income residents understand and claim the EITC tax credit for which they are eligible. Last year, nearly 400 volunteers gave their time to assist with tax preparation for over 17,000 low-income filers, which received over $5.5 million in EITC refunds. 211info is a regional resource (phone and online) that provides information and referral and handles more than 90,000 calls annually requesting information about health and human services. Last year, 93,811 individuals called the resource hotline to seek referral to resources, with 91% of community members reporting that the resource increased their knowledge about available health and human services. Over 142,000 community members increased their knowledge of health and human services issues, events and disaster response by vising the hotline's website.Hands-on-Greater-Portland is a strategic program that connects individuals to volunteer projects. Last year, Hands-on-Greater-Portland engaged more than 2,012 volunteer connections involving children and education including after school programs and reading and math tutoring for kids. The volunteers completed 4,159 hours of volunteer work with a savings of $80,393 to our region. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12049793 | Expense |
| Grants | 12049793 | Grants |
| Description | Donor Choice United Way offers donors the opportunity to designate their gift directly to 501(c)(3) organizations of their choice. Donations given through United Way provide support to a wide variety of nonprofits and help keep fundraising cost low for these organizations as well as increasing philanthropy within the community. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2069908 | Expense |
| Description | Other Program Services - This area includes community engagement, technical assistance, and volunteer management. United Way worked with community and business leaders, government, and nonprofit partners to identify community needs, foster collaborations, and develop approaches for reaching shared goals. We provided direct technical assistance to nonprofits for collaboration, along with training and resources to increase capacity of community-based nonprofits. United Way also convened and participated in regional planning processes and initiative development with other community based organizations and foundations. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2069908 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 18102924 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 86 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol Frye | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5032289131 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW 11TH Avenue | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972052646 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Al Jubitz | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Andrew Frazier | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Barbara Mathey | ||||||
| Director/Treasurer | 1.00 | X | 0 | 0 | 0 | X |
| Bob Tackett | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Brett Baker | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| David Willmott | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Dwight Kelly | ||||||
| Director | 0.30 | X | 0 | 0 | 0 | |
| Eric Brown | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Glenn Rodriguez | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Jaime Lim | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Jill Eiland | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Jocelynne McAdory | ||||||
| Director/Secretary | 1.00 | X | 0 | 0 | 0 | X |
| Jon Huddleston | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Keith Ristau | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Kerry Barnett | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Kristin Lewis | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Larry Paulson | ||||||
| Director/Chair Elect | 2.00 | X | 0 | 0 | 0 | X |
| Lesley Hallick | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Lilisa Hall | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Mary Monnat | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Michael Montgomery | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Norwood Knight Richardson | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Perry Moore | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Rob Davison | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Sabrina Rokovitz | ||||||
| Director/Chair | 2.00 | X | 0 | 0 | 0 | X |
| Scott Hatley | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Tom Elmer | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Tony Trunzo | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Carol Frye | ||||||
| COO | 50.00 | 129530 | 0 | 26034 | X | |
| Jay Bloom | ||||||
| Interim CEO | 50.00 | 15319 | 0 | 0 | X | |
| Keith Thomajan | ||||||
| President/CEO | 50.00 | 154854 | 0 | 13008 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 299703 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39042 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 23397299 | AllOtherContributions |
| Noncash Contributions | 6848 | NoncashContributions |
| Total Contributions | 23397299 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Community service fees | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 96736 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96736 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 96736 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11688 | TotalRevenueColumn |
| Exclusion | $11,688 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 153875 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 153875 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 153875 | TotalRevenueColumn |
| Exclusion | $153,875 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 289700 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 301160 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -11460 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -11460 | TotalRevenueColumn |
| Exclusion | -$11,460 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 23829 | TotalRevenueColumn |
| Exclusion | $23,829 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 23829 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23671967 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96736 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $177,932 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15555612 | Total |
| Program Services | 15555612 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351268 | Total |
| Program Services | 151251 | ProgramServices |
| Management And General | 163100 | ManagementAndGeneral |
| Fundraising | 36917 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2769244 | Total |
| Program Services | 1017136 | ProgramServices |
| Management And General | 677519 | ManagementAndGeneral |
| Fundraising | 1074589 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193823 | Total |
| Program Services | 72264 | ProgramServices |
| Management And General | 58626 | ManagementAndGeneral |
| Fundraising | 62933 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408645 | Total |
| Program Services | 154703 | ProgramServices |
| Management And General | 104349 | ManagementAndGeneral |
| Fundraising | 149593 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221001 | Total |
| Program Services | 81386 | ProgramServices |
| Management And General | 58049 | ManagementAndGeneral |
| Fundraising | 81566 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7852 | Total |
| Program Services | 598 | ProgramServices |
| Management And General | 6578 | ManagementAndGeneral |
| Fundraising | 676 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332324 | Total |
| Program Services | 129230 | ProgramServices |
| Management And General | 77106 | ManagementAndGeneral |
| Fundraising | 125988 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216097 | Total |
| Program Services | 121344 | ProgramServices |
| Fundraising | 94753 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312009 | Total |
| Program Services | 58033 | ProgramServices |
| Management And General | 113607 | ManagementAndGeneral |
| Fundraising | 140369 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282459 | Total |
| Program Services | 156674 | ProgramServices |
| Management And General | 61105 | ManagementAndGeneral |
| Fundraising | 64680 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54482 | Total |
| Program Services | 21036 | ProgramServices |
| Management And General | 8075 | ManagementAndGeneral |
| Fundraising | 25371 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214689 | Total |
| Program Services | 105740 | ProgramServices |
| Management And General | 38729 | ManagementAndGeneral |
| Fundraising | 70220 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10 | Total |
| Management And General | 10 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213937 | Total |
| Program Services | 179354 | ProgramServices |
| Management And General | 13154 | ManagementAndGeneral |
| Fundraising | 21429 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394279 | Total |
| Program Services | 226130 | ProgramServices |
| Management And General | 82023 | ManagementAndGeneral |
| Fundraising | 86126 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33820 | Total |
| Program Services | 12884 | ProgramServices |
| Management And General | 14283 | ManagementAndGeneral |
| Fundraising | 6653 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Equip Repair & Maint | 63533 | 26750 | 16081 | 20702 |
| Printing | 60932 | 23439 | 1476 | 36017 |
| Miscellaneous | 34100 | 7091 | 12861 | 14148 |
| Volun & Donor Recog | 16948 | 2269 | 306 | 14373 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21737064 | Total |
| Program Services | 18102924 | ProgramServices |
| Management And General | 1507037 | ManagementAndGeneral |
| Fundraising | 2127103 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1950 | BOY |
| EOY | 709 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3007879 | BOY |
| EOY | 2431255 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6475576 | BOY |
| EOY | 6578655 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93851 | BOY |
| EOY | 103420 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219776 | BOY |
| EOY | 279155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6667994 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4085882 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2607329 | BOY |
| EOY | 2582112 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3345981 | BOY |
| EOY | 5023882 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481182 | BOY |
| EOY | 494821 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889357 | BOY |
| EOY | 921130 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17122881 | BOY |
| EOY | 18415139 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399149 | BOY |
| EOY | 513476 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8376543 | BOY |
| EOY | 7350655 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8775692 | BOY |
| EOY | 7864131 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5876894 | BOY |
| EOY | 6175866 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1373070 | BOY |
| EOY | 1246144 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097225 | BOY |
| EOY | 3128998 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8347189 | BOY |
| EOY | 10551008 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17122881 | BOY |
| EOY | 18415139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1934903 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -16166 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 285082 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20149451 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20823473 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21926209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23178530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23397299 | CurrentTaxYear |
| Total | 109474962 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20149451 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20823473 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21926209 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23178530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23397299 | CurrentTaxYear |
| Total | 109474962 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11926702 | AmountsSubstContributorsTotal |
| Public Support Total170 | 97548260 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78192 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 219988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 242788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 165563 | CurrentTaxYear |
| Total | 904060 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49321 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23829 | CurrentTaxYear |
| Total | 200862 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 110579884 | TotalSupport |
| Gross Receipts From Admissions Etc | 717381 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88220 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87420 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1160718 | BeginningOfYearBalance |
| Contributions | 2000000 | Contributions |
| Investment Earnings Or Losses | 15086 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5361 | GrantsOrScholarships |
| Administrative Expenses | 4135 | AdministrativeExpenses |
| End Of Year Balance | 3166308 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1204431 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -34943 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5406 | GrantsOrScholarships |
| Administrative Expenses | 3364 | AdministrativeExpenses |
| End Of Year Balance | 1160718 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1058074 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 156003 | InvestmentEarningsOrLosses |
| Other Expenditures | 6298 | OtherExpenditures |
| Administrative Expenses | 3348 | AdministrativeExpenses |
| End Of Year Balance | 1204431 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 990368 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 78247 | InvestmentEarningsOrLosses |
| Other Expenditures | 7216 | OtherExpenditures |
| Administrative Expenses | 3325 | AdministrativeExpenses |
| End Of Year Balance | 1058074 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1233727 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -231818 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 8190 | GrantsOrScholarships |
| Administrative Expenses | 3351 | AdministrativeExpenses |
| End Of Year Balance | 990368 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.98820 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01180 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 886000 | OtherCostOrOtherBasis |
| Book Value | 886000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3749065 | OtherCostOrOtherBasis |
| Depreciation | 2671673 | Depreciation |
| Book Value | 1077392 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 641965 | OtherCostOrOtherBasis |
| Depreciation | 394841 | Depreciation |
| Book Value | 247124 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1390964 | OtherCostOrOtherBasis |
| Depreciation | 1019368 | Depreciation |
| Book Value | 371596 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2582112 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Interest in perpetual trust | Description |
| Book Value | 921130 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 921130 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 12057956 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -16166 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 166866 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 285082 | OtherRevenues |
| Revenue Not Rptd F990 | 435782 | RevenueNotRptdF990 |
| Revenue Subtotal | 11622174 | RevenueSubtotal |
| Other Revenues Not Included | 12049793 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12049793 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23671967 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9854137 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 166866 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 166866 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9687271 | ExpensesSubtotal |
| Other Expenses Not Included | 12049793 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 12049793 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 21737064 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | To provide a predictable stream of income for program operations. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | Accounting principles generally accepted in the United States of America prescribe a recognition threshold and a measurement process for accounting for uncertain tax positions, and also provide guidance on various related matters such as interest, penalties, and required disclosures. Management believes UWCW does not have any uncertain tax positions. UWCW files informational returns. Generally, the returns filed by UWCW are subject to examination by Federal or state tax authorities for a period of three years from the filing of the return. As such, the returns for the 2009, 2010, and 2011 tax years are currently subject to examination. Interest or penalties assessed by taxing authorities, if any, would be included with management and general expenses. |
| Part XI, Line 2d - Other Adjustments: | Increase in interest in perpetual trust 31,773. increase in net assets from acquisition of a related organization 253,309. | |
| Part XI, Line 4b - Other Adjustments: | Pledges designated by donors 12,049,793. | |
| Part XII, Line 4b - Other Adjustments: | Pledges designated by donors 12,049,793. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (51 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| 211 Info | |||||||
| PO Box 11830 | Portland | OR | 97211 | 930784586 | 501(c)(3) | 270000 | Regional 2-1-1 Collaboration |
| All Hands Raised | |||||||
| 2069 NE Hoyt St | Portland | OR | 97232 | 931149789 | 501(c)(3) | 25000 | Cradle to Career collectively: SUN/PSU C2C Collaborative |
| Asian Health & Service Center | |||||||
| 3430 SE Powell Blvd | Portland | OR | 97202 | 931192100 | 501(c)(3) | 10000 | Culturally Specific Earned Income Tax Credit (EITC) Tax Help |
| Camp Odyssey | |||||||
| 707 NE Couch St | Portland | OR | 97232 | 237345990 | 501(c)(3) | 6000 | Year round activities |
| CASH Oregon (Creating Assets Savings & Hope) | |||||||
| 2013 Lloyd Center Mall | Portland | OR | 97232 | 205682797 | 501(c)(3) | 90000 | Earned Income Tax Credit (EITC) Tax Help |
| Centro Cultural de Washington County | |||||||
| PO Box 708 | Cornelius | OR | 97113 | 930606729 | 501(c)(3) | 43750 | STEAM Middle School Module |
| Chess For Success | |||||||
| 2701 NW Vaughn Suite 101 | Portland | OR | 97210 | 931208405 | 501(c)(3) | 50000 | After-School Chess Clubs |
| Children First for Oregon | |||||||
| PO Box 14914 | Portland | OR | 97293 | 943168157 | 501(c)(3) | 50000 | Fostering Success |
| Children's Institute | |||||||
| 1221 SW Yamhill Ste 260 | Portland | OR | 97205 | 931095351 | 501(c)(3) | 25000 | Early works Pilot Project-Earl Boyle Initiative |
| Clackamas County Social Services | |||||||
| 2051 Kaen Road PO Box 2950 | Oregon City | OR | 97045 | 943032590 | 501(c)(3) | 35318 | Community Relief Fund |
| Clackamas Women's Services | |||||||
| 704 Main Street Suite 200 | Oregon City | OR | 97045 | 930900119 | 501(c)(3) | 75000 | Latina and Spanish speaking counseling support for victims of domestic and sexual Violence |
| Coalition of Communities of Color | |||||||
| 5135 NE Columbia Blvd | Portland | OR | 97218 | 931141536 | 501(c)(3) | 50000 | Support for countywide equity agenda. |
| Community Action | |||||||
| 1001 SW Baseline Street | Hillsboro | OR | 97123 | 930554941 | 501(c)(3) | 70000 | Opening Doors Prenatal Outreach |
| Community Action | |||||||
| 1001 SW Baseline Street | Hillsboro | OR | 97123 | 930554941 | 501(c)(3) | 55368 | Community Relief Fund |
| Community Housing Resource Center | |||||||
| 103 East 29th Street | Vancouver | WA | 98663 | 911641351 | 501(c)(3) | 10000 | Culturally Specific Earned Income Tax Credit (EITC) Tax Help |
| Community Vision Inc | |||||||
| 1750 SW Skyline Blvd 102 | Portland | OR | 97221 | 201288169 | 501(c)(3) | 73436 | Employment Connections Program |
| Council for the Homeless | |||||||
| 2500 Main St | Vancouver | WA | 98660 | 912001828 | 501(c)(3) | 50000 | Housing Solutions Center |
| De Paul Treatment Centers | |||||||
| PO Box 3007 | Portland | OR | 97208 | 930706892 | 501(c)(3) | 10080 | Assessing Readiness of Portland's Behavioral Health System |
| DePaul Industries | |||||||
| 4950 NE MLK Jr Blvd | Portland | OR | 97211 | 930607857 | 501(c)(3) | 75000 | New City Kitchen |
| Free Clinic of Southwest Washington | |||||||
| 4100 Plomondon St | Vancouver | WA | 98661 | 911707542 | 501(c)(3) | 61919 | Oral Health Expansion Project |
| Gladstone Education Foundation | |||||||
| 17789 Webster Rd | Gladstone | OR | 97027 | 931284265 | 501(c)(3) | 20000 | Family Resource Coordinator |
| Hacienda Community Development Corporation | |||||||
| 5136 NE 42nd Ave | Portland | OR | 97218 | 930979064 | 501(c)(3) | 7259 | Community Relief Fund |
| Home Forward | |||||||
| 1055 9th Ave B | Longview | WA | 98632 | 936001547 | 501(c)(3) | 100000 | Community Relief Fund |
| I Have A Dream Foundation - Oregon | |||||||
| 2916 Alberta St Suite D | Portland | OR | 97211 | 931037323 | 501(c)(3) | 75000 | Dreamer School Project Middle School/Hig h School Initiative |
| Immigrant & Refugee Community Organization | |||||||
| 10301 NE Glisan St | Portland | OR | 97220 | 930806295 | 501(c)(3) | 75000 | Financial Health for Newcomers |
| Labors Community Service Agency Inc | |||||||
| 1125 SE Madison St 103B | Portland | OR | 97214 | 237393223 | 501(c)(3) | 125000 | Community Service |
| Latino Network | |||||||
| 5123 N Michigan | Portland | OR | 97217 | 731675402 | 501(c)(3) | 75000 | Youth and Family Success |
| Lutheran Community Services Northwest | |||||||
| 605 SE Cesar E Chavez Blvd | Portland | OR | 97214 | 930386860 | 501(c)(3) | 74950 | Pathways to Wellness |
| Macdonald Center | |||||||
| 605 NW Couch St | Portland | OR | 97209 | 931060938 | 501(c)(3) | 29536 | Macdonald Center Individualized Medicati on Assistance Program |
| Mercy Corps Northwest | |||||||
| 43 SW Naito Pkwy | Portland | OR | 97204 | 931315010 | 501(c)(3) | 75000 | Reentry Transition Center |
| Native American Youth & Family Center | |||||||
| 5135 NE Columbia Blvd | Portland | OR | 97218 | 931141536 | 501(c)(3) | 10000 | Cultuarally Specific Earned Income Tax Credit (EITC) Tax Help |
| Native American Youth & Family Center | |||||||
| 5135 NE Columbia Blvd | Portland | OR | 97218 | 931141536 | 501(c)(3) | 75000 | Youth Advocacy Program |
| Nonprofit Network SW Washington | |||||||
| PO Box 822379 | Vancouver | WA | 98682 | 261396970 | 501(c)(3) | 25000 | Clark County capacity building |
| Northwest Family Services | |||||||
| 6200 SE King Rd | Portland | OR | 97222 | 930841022 | 501(c)(3) | 75000 | Access to Dental Care |
| Northwest Housing Alternatives Inc | |||||||
| 2316 SE Willard St | Milwaukie | OR | 97222 | 930814473 | 501(c)(3) | 72775 | HomeBase |
| Northwest Pilot Project Inc | |||||||
| 1430 SW Broadway Ste 200 | Portland | OR | 97201 | 930635871 | 501(c)(3) | 75000 | Housing Stabilization Project for Seniors |
| Oregon Human Development Corporation | |||||||
| 9600 SW Oak St Ste 565 | Tigard | OR | 97223 | 931150042 | 501(c)(3) | 69300 | OHDC YouthSource and the Supa Fresh Youth Farm |
| Oregon Law Center | |||||||
| 921 SW Washington St Ste 516 | Portland | OR | 97205 | 931194564 | 501(c)(3) | 50000 | Project SCRUB (Scrubbing Criminal Record s to Unlock Barriers) |
| Portland Women's Crisis Line | |||||||
| PO Box 42610 | Portland | OR | 97242 | 936094804 | 501(c)(3) | 65333 | Access Improvement Project |
| Portland Youth Builders | |||||||
| 4816 SE 92nd Ave | Portland | OR | 97266 | 943123483 | 501(c)(3) | 75000 | Apprenticeship and College Transitions ( ACT) Project |
| Project Access Now | |||||||
| PO Box 10953 | Portland | OR | 97296 | 930582124 | 501(c)(3) | 90000 | Linking Patients and Doctors |
| SELF | |||||||
| 13504 NE 84th Street Suite 103-137 | Vancouver | WA | 98682 | 271423723 | 501(c)(3) | 10000 | Children Can't Wait Campaign |
| Self Enhancement Inc | |||||||
| 3920 N Kerby Ave | Portland | OR | 97227 | 931086629 | 501(c)(3) | 75000 | Self Enhancement, Inc. |
| Serendipity Center Inc | |||||||
| PO Box 33350 | Portland | OR | 97292 | 930730861 | 501(c)(3) | 38500 | Enrichment Project |
| The Wallace Medical Concern | |||||||
| 124 NE 181st Avenue Suite 103 | Portland | OR | 97230 | 930853709 | 501(c)(3) | 58862 | Lasting Smiles |
| Todos Juntos | |||||||
| PO Box 645 | Canby | OR | 97013 | 931308023 | 501(c)(3) | 75000 | Clackamas County Preventions and Interve ntions for Underserved Youth |
| Urban League of Portland | |||||||
| 10 N Russell St | Portland | OR | 97227 | 930395590 | 501(c)(3) | 25000 | Business Model development |
| Verde | |||||||
| 6899 NE Columbia Blvd Suite A | Portland | OR | 97218 | 203685723 | 501(c)(3) | 75000 | Let Us Build Cully Park! |
| Volunteers of America of Oregon Inc | |||||||
| 3910 SE Stark St | Portland | OR | 97214 | 930395591 | 501(c)(3) | 52500 | Home Free's Teens Together Services |
| Voz Workers Rights Education Project | |||||||
| 1131 SE Oak St | Portland | OR | 97214 | 261357376 | 501(c)(3) | 60000 | MLK Jr. Worker Center |
| YWCA Clark County | |||||||
| 3609 Main St | Vancouver | OR | 98663 | 910569882 | 501(c)(3) | 50386 | Strengthening Families, Ending Violence |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 51 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedure for Monitoring Grants in the U.S.: | Part I, Line 2: | Schedule I, Part I, Line 2: As a condition for receiving grant funds, grantees are required to submit: 1) a funding agreement signed by the organization's board president and the chief executive officer; 2) organization's anti-discrimination policy; 3) certification stating that United Way funds will be used in compliance with all applicable anti-terrorism financing and asset control laws, statutes and executive orders; and 4) organizations with annual budgets over $500,000, an annual audit, and organizations with budgets under $500,000, an annual financial review. In addition grantees submit an annual work plan that reflects: 1) goals and objectives of the funded project with specific deliverables and milestones; 2) an evaluation plan to measure accomplishment of the goals and objectives; and 3) budget of expenses for staffing, equipment, training and other program needs related to project goals and objectives. Progress reports are required every 6 months to determine that grantees are implementing the program according to this work plan, achieving the goals of the program and spending United Way funds according to the project budget. Monitoring includes semi-annual progress report reviews, annual site visits, and formal program review. Technical assistance is provided to bring programs into compliance regarding the terms of the funding agreement, the program budget, management, implementation and/or achievement of project goals. United Way reserves the right to conduct additional reviews of a funded project at any time during the funding year. Organizations are required to return to United Way any funds paid to the organization which may no longer be used for their intended purposes as outlined in the work plan. United Way may authorize deferment of payment whenever required reports are not submitted, requested additional information is not submitted and/or for repeated non-compliance with terms of the funding agreement. Upon presentation of information regarding alleged fiscal mismanagement, serious financial concerns that impact the project's performance, significant deficiencies in service delivery, and/or non-compliance with the terms of the funding agreement, the Community Impact Cabinet may recommend cancellation of the funding agreement. Cancellation of the funding agreement is the responsibility of the United Way Board of Directors. |
| Schedule I, Part II: In addition, to the grants listed in this schedule, UWCW provided grants related to the following : Gas Assistance, Born Learning expansion, Diversity Summit, various pledges designated by donors, as well as miscellaneous small grants and community engagement sponsorships. The total of these grants and payments was $12,560,340. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carol Frye | ||||||||||||||
| COO | 127831 | 0 | 0 | 0 | 1699 | 0 | 19830 | 0 | 6204 | 0 | 155564 | 0 | 0 | 0 |
| Keith Thomajan | ||||||||||||||
| President/CEO | 149926 | 0 | 0 | 0 | 4928 | 0 | 0 | 0 | 13008 | 0 | 167862 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization Mission Statement | Form 990, Part III, Line 1 | We bring our leadership, expertise and resources together throughout our region to change the education, health and economic outcomes for kids in low-income families. We can break the cycles that trap children in poverty and move children and families toward better lives. Our Cornerstone Program covers all operating expenses so that 100 percent of individual donors' gifts go directly to the community. United Way of Columbia-Willamette has a simple, ambitious vision-to make our home a better place for everyone. Our work is focused on creating a place where communities are connected, families are stable and kids are set up for success-regardless of their background or where they live. We bring our leadership, expertise and resources together throughout our region to change the education, health and economic outcomes for kids in low-income families and communities of color. We can break the cycles that trap children in poverty and move children and families toward better lives. Together, we have the power to create lasting change and to bring big ideas and big ideals home. |
| Statement of Program Accomplishments | Form 990, Part III | Education: -75% of 6th grade children served by United Way funded programs improved attendance -Almost 70% of eight graders served by UWCW funded programs showed improvement in math scores. -Programs funded by UWCW saw a 90% increase among 10th graders that are on-track to graduate -More than 800 at-risk high schools students served by organizations funded by UWCW are now on track to graduate on time from high school, nearly an 80% success rates for those programs. -Among programs funded by UWCW, there was a 60% reduction in disciplinary actions taken against students of color. -More than 80% English Language Learners served by a UWCW funded program improved language skills. Income: -More than 19,500 people were served by UWCW funded programs to improve financial stability. -Almost 11,800 individuals reported achieving financial goals and improving financial stability, as assessed by individual partner providers (a 60% success rate). -Over 1,400 individuals who accessed UWCW funded programs increased sources of income, like finding employment, starting a business or receiving a tax credit. -82% of people served to access affordable housing (623 individuals) increased access to housing opportunities, and nearly 70% reported increased financial stability. -1,235 people are engaged in community building through UWCW funded programs. Health: -Seven new partnerships were created in order to improve access to oral health care -2,130 receive access to mental health and/or addictions services. -97% improve their health and make informed healthy decisions, as assessed by individual partner providers. -94% maintain safety from domestic and family violence, as assessed by individual partner providers. Volunteerism / Information & Referral: -22,287 volunteer connections totaling 89,148 volunteer hours given a value of $1,723,230 worth of service of giving back to our community (using the $19.33 OR state volunteer value) -619 individuals from companies who work with UW are connected to volunteer opportunities, accounting for 2,476 hours of service providing $47,861 worth of work going back into the community. -Our partner, Project Access Now, recruited over 3,000 volunteers to donate medical care; and more than 1,000 clinicians volunteered to provide care for low income community members. -More than 400 volunteers worked with individuals qualifying for the Earned Income Tax Credit filing tax returns through our EITC Initiative. That resulted in $5,535,282 in EITC dollars going back into families, and over $20 million going back into the community. -74,163 people received information and referral services in our 4-county region. -100% increase their knowledge of available health and human services. -100% receive appropriate referrals to health and human services providers. -93,811 individuals called the resource hotline to seek referral to resources, with 91% of community members reporting that the resource increased their knowledge about available health and human services |
| Form 990, Part VI, Section B, line 11 | The IRS Form 990 is electronically sent to all finance committee members and reviewed at the finance committee meeting. Once reviewed by the finance committee, the 990 is electronically sent to all board members for review. The 990 is then submitted to the IRS and posted to the UWCW website. | |
| Form 990, Part VI, Section B, line 12c | The United Way of the Columbia-Willamettes Code of Ethics certification and a Conflict of Interest disclosure are completed and signed annually by all Board members, committee members, and staff on an annual basis. Tracking is in place to ensure compliance and these forms are reviewed by the HR Director. A summary of conflicts of interest are provided to the President and Board Chair annually. Board and Committee members do not participate in discussions or vote on matters where they have a conflict. | |
| Form 990, Part VI, Section B, line 15 | The Human Resources Director at United Way of Columbia-Willamette conducts a salary survey every other year. Salary data from United Way World Wide, direct contact with United Ways of similar size, 990 salary data, local non-profit surveys, and other job specific information from the Portland metro area are analyzed. Staff salaries and salary survey data are reviewed by the Human Resources volunteer committee to insure that each position falls within the appropriate salary range. The Board of Directors reviews the compensation of organization officers. | |
| Form 990, Part VI, Section C, line 19 | United Way of Columbia-Willamettes governing documents, code of ethics, conflict of interest policy, and anti-discrimination policy are available upon request. The audited financial statements, IRS Form 990, and the Annual Report are available on the website. | |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 9: | Change in perpetual trusts 31,773. increase in net assets from acquisition 253,309. |
| Form 990, Part XI, Line 2C | In March 2011, United Way of Columbia-Willamette issued a Request for Proposals from local audit firms. The Finance Committee reviewed these proposals, interviewed finalists, and selected Hoffman, Stewart, Schmidt, P.C. as the auditor for the company. The Board of Directors approved this recommendation and the hiring of the auditor. The Finance Committee continues to provide oversight for the audit. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hands on Greater Portland LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 619 SW 11th Ave Ste 300 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461086627 | EIN |
| Primary Activities | Coordination of Volunteer Activities | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Total Income | 233124 | TotalIncome |
| EOY Assets | 36030 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United way of the Columbia-Willamette | BusinessNameLine1 |
Comments