2013-02-03T15:05:55-08:00 2012-06-30 HOOTS BAKER & WILEY PC 888 MADISON ST NE SALEM OR 97301 990 2011-07-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 SHARI SCOLES 2013-02-03 true Shari K Scoles 5035851782 2011 2016-02-25 16:41:14Z 1835986 false false X WWW.UNITEDWAYMWV.ORG X 1937 OR UNITE PEOPLE AND RESOURCES TO BUILD A STRONGER COMMUNITY. OUR MISSION IS TO IMPROVE THE CONDITIONS OF MARION, POLK AND YAMHILL COUNTIES BY MOBILIZING PEOPLE, TIME, TALENT, RELATIONSHIPS, EXPERTISE, TECHNOLOGY, FINANCIAL ASSETS AND OTHER RESOURCES TO IMPROVE PEOPLE'S LIVES. 19 19 16 2200 0 1695827 1805153 17104 15912 7086 9743 248342 5178 1968359 1835986 1043316 1151905 0 568165 519023 0 241733 298860 516923 1910341 2187851 58018 -351865 2433904 2027688 237998 183647 2195906 1844041 X UNITE PEOPLE AND RESOURCES TO BUILD A STRONGER COMMUNITY. OUR MISSION IS TO IMPROVE THE CONDITIONS OF MARION, POLK AND YAMHILL COUNTIES BY MOBILIZING PEOPLE, TIME, TALENT, RELATIONSHIPS, EXPERTISE, TECHNOLOGY, FINANCIAL ASSETS AND OTHER RESOURCES TO IMPROVE PEOPLE'S LIVES. false true 587842 400500 THE UNITED WAY OF THE MID-WILLAMETTE VALLEY IS WORKING TO ADVANCE THE COMMON GOOD BY FOCUSING ON EDUCATION, INCOME AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE - A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. THROUGH THE STRATEGIC INVESTMENT OF RESOURCES, THE UNITED WAY OF THE MID-WILLAMETTE VALLEY HELPS CHILDREN, YOUTH AND ADULTS ACHIEVE THEIR POTENTIAL; PROMOTES FINANCIAL STABILITY AND INDEPENDENCE; AND IMPROVES PEOPLE'S HEALTH AND ACCESS TO BASIC HEALTHCARE.THE UNITED WAY IS COMMITTED TO ALLOCATING RESOURCES TO ADDRESS THE MOST PRESSING NEEDS OF THE COMMUNITIES WE SERVE. COMMUNITY IMPACT FUNDS ARE AWARDED ON A TWO-YEAR CYCLE THROUGH A COMPETITIVE GRANT PROCESS. THE COMMUNITY IMPACT GRANT PROCESS ALLOWS UNITED WAY FUNDS TO BE AWARDED TO PROGRAMS, SERVICES, INITIATIVES AND COMMUNITY COLLABORATIONS THAT POSITIVELY IMPACT COMMUNITY CONDITIONS AND CREATE A FOUNDATION FOR LONG-TERM CHANGE. IMPACT FUNDS WILL BE ALLOCATED TO PROJECTS THAT DEMONSTRATE MEASURABLE OUTCOMES. COMMUNITY IMPACT GRANTS WERE AWARDED TO 50 PARTNER AGENCIES MANAGING 23 UNIQUE PROGRAMS. THE BREAKDOWN OF COMMUNITY IMPACT GRANTS GIVEN IS AS FOLLOWS: EDUCATION - 27%; HEALTH PROGRAMS - 32%; INCOME - 41%. COMMUNITY WIDE INITIATIVES, FUNDED IN PART BY COMMUNITY IMPACT DOLLARS, INCLUDE THE VOLUNTEER ACTION CENTER, HANDSON MID-WILLAMETTE VALLEY AND YAMHILL 211.THE FOLLOWING PROGRAMS ARE ALSO INCLUDED AS PART OF THE COMMUNITY IMPACT PROGRAM:ANNUAL CAMPAIGNANNUALLY, THE UNITED WAY PROVIDES THE PLATFORM AND INFRASTRUCTURE FOR CHARITABLECAMPAIGNS WITHIN 166 BUSINESSES, CORPORATIONS AND OTHER ORGANIZATIONSSERVING MARION, POLK AND YAMHILL COUNTIES. THE UNITED WAY COLLECTS, PROCESSES ANDDISTRIBUTES CHARITABLE CONTRIBUTIONS AS DIRECTED BY THE COMMUNITY IMPACT PROCESS AND DONOR INTENTION.MID-VALLEY 211THE UNITED WAY, IN PARTNERSHIP WITH YAMHILL COUNTY COMMISSION ON CHILDREN AND FAMILIES, INVESTED $212,824 IN THE THIRD YEAR OF 211 SERVICE THROUGHOUT YAMHILL COUNTY AND DURING THE FIRST YEAR OF EXPANSION TO MARION AND POLK COUNTIES. 211 IS AN EASY TO REMEMBER NUMBER THAT CONNECTS INDIVIDUALS WITH RESOURCES IN THE COMMUNITY. JUST AS PEOPLE CALL 911 FOR EMERGENCIES AND 411 FOR DIRECTORY ASSISTANCE, CALLERS THROUGHOUT YAMHILL COUNTY ARE ABLE TO DIAL 211 AND SPEAK WITH A TRAINED REFERRAL SPECIALIST ABOUT CRITICAL HEALTH AND HUMAN SERVICES AVAILABLE IN THEIR COMMUNITY. THE SERVICE WAS ADVERTISED THROUGHOUT THE COUNTIES SO RESIDENTS WOULD KNOW TO CALL IF THEY NEEDED ASSISTANCE.SALEM AREA MASS TRANSIT BUS PASS PROGRAMTHE UNITED WAY HAS PARTNERED WITH SALEM AREA TRANSIT TO ADMINISTER A BUS PASS PROGRAM TO MID-VALLEY NON-PROFITS WHOSE CLIENTS NEED TRANSPORTATION SUPPORT THROUGHOUT THE AREA. THE UNITED WAY AWARDED 4,000 TRANSIT PASSES TO 18 PROGRAMS IN THE SALEM-KEIZER AREA. 518225 518225 518225 DESIGNATIONS -- DOLLARS ARE DIRECTED TOWARDS SPECIFIC 501(C)(3) AGENCIES AS SPECIFIED BY THE DONOR. 264250 264250 258416 GIFTS IN KINDTHROUGH THE GIFTS IN KIND PROGRAM, THE UNITED WAY PROVIDES NON-PROFIT AGENCIES WITH NEW PRODUCTS DONATED FROM NATIONAL CORPORATIONS. ITEMS FROM HOME GOODS AND CLOTHING RETAILERS, AS WELL AS HOME DEPOT ARE DISTRIBUTED LOCALLY WHERE THEY ARE NEEDED MOST. GIFTS IN KIND PROVIDED $258,000 IN NEW GOODS TO 13 AGENCIES IN THE MID-WILLAMETTE VALLEY 434892 233180 1805209 true true false false false false false false false false true false false false true true false true false false false false false false false false false true false false false false false false false false false false false false false true false false false true false false false false false true 6 0 true 16 true false false false false false false false false false false false 0 false false false false false false false false false false false X 19 19 false false false false true true true true true false false false true true true true true true true true false false OR X X X TAMMY ANDERSON 5033631651 455 BLILER AVE NE SALEM OR 973015069 TINA HERNANDEZ 1.00 X 0 0 0 KYLE SEXTON 1.00 X 0 0 0 JOCK DALTON 1.00 X 0 0 0 GERRY FRANK 1.00 X 0 0 0 TOMMY PATERSON 1.00 X 0 0 0 JEANNETTE MOORE 1.00 X 0 0 0 BETTY PATACCOLI 1.00 X 0 0 0 ROGER JORDAN 1.00 X 0 0 0 KEN JUNDT 1.00 X 0 0 0 TOMMY PATTERSON 1.00 X 0 0 0 AL DEBACKER 1.00 X 0 0 0 CHERYL WOLFE 1.00 X 0 0 0 BUD PIERCE 1.00 X 0 0 0 MICHELLE PECORA 1.00 X 0 0 0 JONATHON FOST 1.00 X 0 0 0 CHAD BUNGER 1.00 X 0 0 0 JAMES EDMONDS 2.00 X 0 0 0 GAYLE CALDARAZZO 40.00 X 35028 0 1007 SHARI SCOLES 2.00 X 0 0 0 MICHAEL DEROCHIER 40.00 X 38250 0 9400 MARY PAULSON 2.00 X 0 0 0 CARRIE CASEBEER 2.00 X 0 0 0 MARK FREED 2.00 X 0 0 0 73278 10407 0 false false false 0 1487304 317849 258416 1805153 ADMINISTRATIVE FEES 900099 15912 15912 15912 9743 9743 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 5178 5178 5178 1835986 21090 9743 1151905 1151905 0 0 0 83685 9670 51031 22984 0 344077 221304 33785 88988 3526 2029 518 979 40612 21536 10415 8661 47123 27068 7919 12136 0 0 11421 11421 0 0 0 28209 10778 9593 7838 38602 24568 1210 12824 0 0 0 14837 6802 2253 5782 18823 11724 815 6284 0 0 0 0 19358 9570 2753 7035 5312 2889 681 1742 MEMBERSHIP DUES 24007 11260 3219 9528 Printing and Publications 28978 28978 NONPERSONNEL EXPENSES 32633 19349 3130 10154 Distribution of Donated Goods 264250 264250 30493 10507 2166 17820 2187851 1805209 140909 241733 0 1019876 802808 715931 550229 0 0 0 0 0 18325 10446 845057 186852 673470 658205 0 0 0 0 6302 6000 2433904 2027688 20793 19256 217205 164391 237998 183647 X 2054033 1779041 141873 65000 2195906 1844041 2433904 2027688 -351865 X false true true X false false X 1808572 2364040 2462109 1695827 1805153 10135701 0 0 1808572 2364040 2462109 1695827 1805153 10135701 0 10135701 21737 13826 11746 7086 9743 64138 0 7646 5495 5703 10259 5178 34281 10234120 0.99040 0.98830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 190000 190000 616331 171861 444470 26114 7963 18151 4093 819 3274 8519 6209 2310 658205 AMOUNTS DESIGNATED BY DONORS 145872 ACCRUED PAYROLL LIABILITIES 18519 164391 1835986 2187851 -351865 -351865 1330448 12687 12687 1317761 518225 518225 1835986 1734813 12687 52500 65187 1669626 518225 518225 2187851 Part X Part X : FIN48 Footnote The United Way is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Exemptions from the State of Oregon corporation excise tax are provided by Oregon Revised Statutes 317.080. Charity Build 2008, LLC is a single member LLC and therefore is a disregarded entity for income tax purposes and its activity is included with that of the United Way. In any year in which the United Way has gross receipts from unrelated business activities of $1,000 or more, it must file form 990-T with the Internal Revenue Service and pay tax on such income,less any related deductions. There was no such income in the years ending June 30,2012 or 2011. The United Way follows accounting standards generally accepted in the United States of America related to the recognition of uncertain tax positions. These standards provide detailed guidance for financial statements recognition, measurement, and disclosure of uncertain tax positions.It requires an entity to recognize the financial statement impact of a tax position when it is more than likely than not that the position would not be sustained if examined by a taxing authority. Management has determined that the United Way is no longer subject to U.S. Federal, state or local tax examination by tax authorities for years before 2009. Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $518225 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $518225 PLEDGE LOSS ESTIMATE ADJ. $0 true YWCA 1255 BROADWAY NE SUITE 110 SALEM OR 97301 930386985 15000 0 INCOME YOUTH IMPACTMID VALLEY MENTORS 3030 CENTER ST NE SALEM OR 97301 205531237 26000 0 EDUCATION INCOME YOUR COMMUNITY MEDIATORS-YAMHILL PO BOX 444 MCMINNVILLE OR 97128 931247644 15000 0 EDUCATION YAMHILL COUNTY CASA 1075 SW CEDARWOOD AVE MCMINNVILLE OR 97128 931178086 7500 0 HEALTH YAMHILL COMMUNITY ACTION PARTNERSHIP PO BOX 621 MCMINNVILLE OR 97128 930758732 27500 0 INCOME THUGZ OFF DRUGZ PO BOX 508 MCMINNVILLE OR 97128 201382957 10000 0 HEALTH THE SALVATION ARMY PO BOX 7047 SALEM OR 97303 941156347 7500 0 INCOME SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 931215089 20000 0 EDUCATION SALEM FREE MEDICAL CLINIC 1300 BROADWAY ST NE STE 104 SALEM OR 97301 203549992 35000 0 HEALTH NORTHWEST HUMAN SERVICES 681 CENTER STREET NE SALEM OR 97301 930605570 12500 0 INCOME / HEALTH MID-WILLAMETTE VALLEY COMM ACTION AGENCY 2475 CENTER STREET NE SALEM OR 97301 237056987 117715 0 INCOME MID-VALLEY WOMENS CRISIS SERVICE 795 WINTER STREET NE SALEM OR 97301 510141214 37500 0 INCOME MID-VALLEY LITERACY CENTER 606 DEARBORN AVE NE KEIZER OR 97303 272124566 10000 0 EDUCATION MARION COUNTY CASA PO BOX 12765 SALEM OR 97309 810583065 7500 0 HEALTH HUMAN SERVICES RESEARCH INSTI 2336 MASS AVE CAMBRIDGE MA 02140 521039368 14500 0 EDUCATION, INCOME GARTEN SERVICES PO BOX 7310 SALEM OR 97303 930582004 15000 0 INCOME FARMWORKER HOUSING DEVELOP CORP 1274 FIFTH ST STE 1-A WOODBURN OR 97071 931055994 17500 0 EDUCATION FAITH IN ACTION 310 VILLA ROAD SUITE 110 NEWBERG OR 97132 930889144 12500 0 HEALTH DIRECT DESIGNATIONS TO VARIOUS NONPROFIT ORGANIZATIONS VARIOUS OR 99999 999999999 518225 0 PROGRAM SUPPORT CHEHALEM YOUTH & FAMILY SERVICES PO BOX 636 NEWBERG OR 97132 930764541 15000 0 HEALTH CATHOLIC COMMUNITY SERVICES PO BOX 20400 SALEM OR 97307 930903773 20000 0 EDUCATION BOYS & GIRLS CLUB OF SALEM 1395 SUMMER STREET NE SALEM OR 97301 930581470 35000 0 EDUCATION/ HEALTH 211INFO 1435 NE 81ST AVE STE 100 PORTLAND OR 97213 930784586 137965 0 EDUCATION, INCOME, HEALTH 23 0 Grantmaker's Description of How Grants are Used THE UNITED WAY OF THE MID-WILLAMETTE VALLEY (UNITED WAY) REQUIRES FUNDED AGENCIES TO SUBMIT AN INTERIM REPORT AT NINE MONTHS INTO THE GRANT CYCLE AND A FINAL REPORT AFTER THE TWO-YEAR FUNDING CYCLE HAS ENDED. THE REPORTS ASK AGENCIES TO PROVIDE NARRATIVE AND DETAIL DESCRIBING HOW GRANT MONIES WERE USED, WHAT OUTCOMES WERE ACHIEVED AND THE NUMBER AND DEMOGRAPHIC PROFILE OF CLIENTS SERVED.VOLUNTEER REVIEW PANELS REVIEW INTERIM REPORTS SUBMITTED BY EACH FUNDED PROGRAM FOR THE PURPOSE OF MONITORING IF DESIRED OUTCOMES ARE BEING ACHIEVED AND IF GRANT MONIES ARE BEING SPENT AS ORIGINALLY PROPOSED. BEFORE THE END OF YEAR ONE OF THE TWO-YEAR FUNDING CYCLE, THE VOLUNTEER REVIEW PANELS AND THE COMMUNITY IMPACT COUNCIL MAKE A PROPOSAL TO THE UNITED WAY'S BOARD OF DIRECTORS ABOUT WHICH AGENCIES ARE RECOMMENDED FOR CONTINUED SECOND YEAR FUNDING AND WHICH EITHER NEED TO BE PUT ON PROBATION OR HAVE FUNDING DISCONTINUED. THE BOARD OF DIRECTORS, THE COMMUNITY IMPACT COUNCIL AND THE COMMUNITY IMPACT DIRECTOR WORK WITH PROBATIONARY PROGRAMS TO ENSURE THAT CONCERNS ARE ADDRESSED. IN ADDITION, WE REQUIRE THAT FUNDED PARTNERS PERIODICALLY PROVIDE FINANCIAL REPORTS AND DOCUMENTS. REQUIRED FINANCIAL REPORTS AND DOCUMENTATION SHOULD BE ABLE TO BE PROVIDED AT A COST THAT IS REASONABLE TO THE SUBMITTING AGENCY. REQUIRED FOR ALL AGENCIES REGARDLESS OF BUDGET SIZE: - ANNUAL BALANCE SHEET AND STATEMENT OF INCOME FOR THE MOST RECENT FISCAL YEAR. - IRS FORM 990 FOR THE MOST RECENT YEAR COMPLETED.REQUIRED FOR AGENCIES BASED ON BUDGET SIZE (REVENUE PER LINE 12 OF FORM 990): AGENCIES WITH REVENUE OF $100,000 - $499,999 - FINANCIAL REVIEW BY CPA REQUIRED EVERY THIRD YEAR. AGENCIES WITH REVENUE OF $500,000 - $999,999 - AN INDEPENDENT, OUTSIDE AUDIT REQUIRED EVERY THIRD YEAR. AGENCIES WITH REVENUE OF $1,000,000 OR MORE - AN INDEPENDENT, OUTSIDE AUDIT REQUIRED EVERY YEAR. 258416 sales value false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE BOARD HAS GIVEN AUTHORITY TO THE EXECUTIVE DIRECTOR TO SET STAFF SALARIES IN ACCORDANCE WITH ESTABLISHED RANGES AS LONG AS SALARIES ARE WITHIN THE BOARD APPROVED BUDGET. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts AN ANNUAL REVIEW IS PERFORMED OF THE CONFLICT OF INTEREST STATEMENTS FILED BY EACH MEMBER OF THE BOARD. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process FORM 990 WAS REVIEWED AND APPROVED BY THE ORGANIZATION'S AUDIT COMMITTEE PRIOR TO FILING. IN ADDITION, THE FORM 990 WAS DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO ITS FILING. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder (1) EVERY INDIVIDUAL AND ENTITY CONTRIBUTOR TO THE UNITED WAY OF THE MID-WILLAMETTE VALLEY (UWMWV) WILL BECOME AN AFFILIATED MEMBER WITH THE ORGANIZATION AND WILL BE ENTITLED TO VOTE AT ALL ANNUAL MEETINGS FOR A PERIOD OF ONE CALENDAR YEAR IMMEDIATELY FOLLOWING THEIR CONTRIBUTION. MEMBER ORGANIZATIONS SHALL NOT HAVE THE RIGHT TO VOTE FOR THE ELECTION OF UWMWV OFFICERS.(2) ANY NOT-FOR-PROFIT AGENCY OR ORGANIZATION WITH A LEGITIMATE HEALTH AND HUMAN SERVICE PROGRAM, UPON ACCEPTANCE BY THE BOARD OF DIRECTORS, MAY BECOME A MEMBER AGENCY OF THE UWMWV AND CONTINUE SO LONG AS IT IS APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT OR CHAIR OF THE BOARD OF EACH AGENCY OR ORGANIZATION WILL BE REGARDED AS THE OFFICIAL SPOKESPERSON FOR EACH AGENCY OR ORGANIZATION. (3) ACCEPTANCE OF SUCH MEMBERSHIP BY AN AGENCY OR ORGANIZATION WILL IMPOSE AN OBLIGATION TO CONFORM TO ALL RULES AND REGULATIONS ESTABLISHED BY UWMWV BOARD OF DIRECTORS AND THE PROVISIONS OF UWMWV'S BYLAWS.(4) MEMBERSHIP BY AN AGENCY DOES NOT GUARANTEE FUNDING.(5) THE UWMWV BOARD OF DIRECTORS MAY ELECT HONORARY MEMBERS WHO SHALL SERVE CONTINUOUSLY IN PERPETUITY IN RECOGNITION OF OUTSTANDING SERVICE TO THE UWMWV. HONORARY MEMBERS SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF OFFICERS. Form 990, Part III, Line 4d Form 990, Part III, Line 4d : Other Program Services Description OTHER PROGRAM SERVICES 4: GIFTS IN KINDTHROUGH THE GIFTS IN KIND PROGRAM, THE UNITED WAY PROVIDES NON-PROFIT AGENCIES WITH NEW PRODUCTS DONATED FROM NATIONAL CORPORATIONS. ITEMS FROM HOME GOODS AND CLOTHING RETAILERS, AS WELL AS HOME DEPOT ARE DISTRIBUTED LOCALLY WHERE THEY ARE NEEDED MOST. GIFTS IN KIND PROVIDED $258,000 IN NEW GOODS TO 13 AGENCIES IN THE MID-WILLAMETTE VALLEY OTHER PROGRAM SERVICES 5: Mid- Valley 211 Form 990, Part III, Line 3 Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services During the year ended June 30,2012,the United Way agreed to transition HandsON Mid-Willamette Valley, an initiative of the Volunteer center (HandsON), to the Mid-Willamette Valley Community Action Agency (the Agency). The transition included transferring the licensing for HandsON to the Agency, as well as the remaining balance of the grants receivable related to the operation of HandsOn and the related net assets of $22,400. CHARITY BUILD 2008 LLC 455 BLILER AVE NE SALEM OR 973015069 HOME CONSTRUCTION - SALES PROCEEDS TO PROVIDE SUPPORT OR 65000 UNITED WAY OF MWV false false false false false false false false false false false false false false false false false false