2014-03-15T15:41:21-05:00 2013-06-30 930743240 Hoffman Stewart & Schmidt PC 4900 Meadows Road Ste 200 Lake Oswego OR 970353295 990 2012-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032269321 619 SW 11th Avenue No 300 Portland OR 972052646 Carol Frye 5032269321 2014-03-11 1 Robert M Prill P00236613 5032205900 2012 2015-11-30 17:44:51Z Carol Frye 619 SW 11th Avenue No 300 Portland OR 972052646 23973127 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 28 28 86 24970 0 0 23178530 23397299 96718 96736 9017 228 269737 177704 23554002 23671967 16638583 15555612 0 0 3420670 3943981 0 0 2127103 1876883 2237471 21936136 21737064 1617866 1934903 17122881 18415139 8775692 7864131 8347189 10551008 X Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. 0 0 2010201 2010201 96736 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. 1973022 1495618 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. 12049793 12049793 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. 2069908 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. 2069908 18102924 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 7 0 1 86 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 1 0 WA OR X X Carol Frye 5032289131 619 SW 11TH Avenue Portland OR 972052646 Al Jubitz 0.50 X 0 0 0 Andrew Frazier 0.50 X 0 0 0 Barbara Mathey 1.00 X X 0 0 0 Bob Tackett 0.50 X 0 0 0 Brett Baker 0.50 X 0 0 0 David Willmott 0.50 X 0 0 0 Dwight Kelly 0.30 X 0 0 0 Eric Brown 0.50 X 0 0 0 Glenn Rodriguez 0.50 X 0 0 0 Jaime Lim 0.50 X 0 0 0 Jill Eiland 0.50 X 0 0 0 Jocelynne McAdory 1.00 X X 0 0 0 Jon Huddleston 0.50 X 0 0 0 Keith Ristau 0.50 X 0 0 0 Kerry Barnett 0.50 X 0 0 0 Kristin Lewis 0.50 X 0 0 0 Larry Paulson 2.00 X X 0 0 0 Lesley Hallick 0.50 X 0 0 0 Lilisa Hall 0.50 X 0 0 0 Mary Monnat 0.50 X 0 0 0 Michael Montgomery 0.50 X 0 0 0 Norwood Knight Richardson 0.50 X 0 0 0 Perry Moore 0.50 X 0 0 0 Rob Davison 0.50 X 0 0 0 Sabrina Rokovitz 2.00 X X 0 0 0 Scott Hatley 0.50 X 0 0 0 Tom Elmer 0.50 X 0 0 0 Tony Trunzo 0.50 X 0 0 0 Carol Frye 50.00 X 129530 0 26034 Jay Bloom 50.00 X 15319 0 0 Keith Thomajan 50.00 X 154854 0 13008 299703 0 39042 2 0 1 0 0 23397299 6848 23397299 Community service fees 561000 96736 96736 96736 11688 11688 153875 0 153875 153875 153875 289700 301160 -11460 -11460 -11460 Other 900099 23829 23829 23829 23671967 96736 0 177932 15555612 15555612 351268 151251 163100 36917 2769244 1017136 677519 1074589 193823 72264 58626 62933 408645 154703 104349 149593 221001 81386 58049 81566 7852 598 6578 676 332324 129230 77106 125988 216097 121344 94753 312009 58033 113607 140369 282459 156674 61105 64680 54482 21036 8075 25371 214689 105740 38729 70220 10 10 213937 179354 13154 21429 394279 226130 82023 86126 33820 12884 14283 6653 Equip Repair & Maint 63533 26750 16081 20702 Printing 60932 23439 1476 36017 Miscellaneous 34100 7091 12861 14148 Volun & Donor Recog 16948 2269 306 14373 21737064 18102924 1507037 2127103 1950 709 3007879 2431255 6475576 6578655 93851 103420 219776 279155 6667994 4085882 2607329 2582112 3345981 5023882 481182 494821 889357 921130 17122881 18415139 399149 513476 8376543 7350655 8775692 7864131 X 5876894 6175866 1373070 1246144 1097225 3128998 8347189 10551008 17122881 18415139 X 1934903 -16166 285082 X X 0 1 X 1 0 X 20149451 20823473 21926209 23178530 23397299 109474962 20149451 20823473 21926209 23178530 23397299 109474962 11926702 97548260 78192 197529 219988 242788 165563 904060 49321 28408 57769 41535 23829 200862 110579884 717381 0.88220 0.87420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1160718 2000000 15086 5361 4135 3166308 1204431 -34943 5406 3364 1160718 1058074 156003 6298 3348 1204431 990368 78247 7216 3325 1058074 1233727 -231818 8190 3351 990368 0.98820 0.01180 1 0 886000 886000 3749065 2671673 1077392 641965 394841 247124 1390964 1019368 371596 2582112 Interest in perpetual trust 921130 921130 X 12057956 -16166 166866 285082 435782 11622174 12049793 12049793 23671967 9854137 166866 166866 9687271 12049793 12049793 21737064 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. 1 211 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 51 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Carol Frye 127831 0 0 0 1699 0 19830 0 6204 0 155564 0 0 0 Keith Thomajan 149926 0 0 0 4928 0 0 0 13008 0 167862 0 0 0 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. Hands on Greater Portland LLC 619 SW 11th Ave Ste 300 Portland OR 97205 461086627 Coordination of Volunteer Activities OR 233124 36030 United way of the Columbia-Willamette