2013-04-25T09:26:17-05:00 2012-06-30 930743240 Hoffman Stewart & Schmidt PC 4900 Meadows Road Ste 200 Lake Oswego OR 970353295 990 2011-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032269321 619 SW 11th Avenue No 300 Portland OR 972052646 Carol Frye 5032269321 2013-03-28 1 Robert M Prill P00236613 5032205900 2011 2016-02-25 16:41:14Z Carol Frye 619 SW 11th Avenue No 300 Portland OR 972052646 23564976 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 26 26 80 3466 0 0 21926209 23178530 120328 96718 49707 9017 252793 269737 22349037 23554002 16290912 16638583 0 0 3340445 3420670 0 0 1891035 1821679 1876883 21453036 21936136 896001 1617866 16137937 17122881 9405617 8775692 6732320 8347189 X Helping people, changing lives, making every contribution count. We mobilize the people and resources of the community to solve our communitys most urgent needs and focus on education, income & health. See Schedule O.Our Cornerstone Program covers all overhead expense so no fees are charged for the cost of fundraising and distribution. At United Way, we research the needs of the community, identify partners that promote collaborations, and invest in programs that achieve measurable results. Our work is focused in the areas of education, income and health. We provide basic emergency needs (food, rent, utilities and prescriptions) while also seeking innovative approaches to address the underlying causes or problems to prevent them from happening in the first place. At United Way, we work with volunteers, nonprofit partners, businesses, government entities, and donors because it takes all of us working together, united, to create long-lasting change in our community. 0 0 2697082 2697082 96718 Community Impact Grants- United Way of the Columbia-Willamette continues to measurably improve the lives of people in our community by working with community partners to tackle health and human service issues in Clackamas, Washington and Multnomah counties in Oregon and Clark County in Washington. United Way staff and over 100 volunteers research and prioritize community needs. Through a competitive grant process, we identify programs that promote collaboration and are committed to measurable outcomes to address those needs. In FY 11-12 grants were awarded to 48 projects and initiatives in four major focus areas: education, income, health, and nonprofit system support. See Schedule O.United Way of the Columbia-Willamette continues to measurably improve the lives of people in our community by funding community partners to tackle the toughest issues in health and human services. United Way involves over 90 volunteers who prioritize community needs, release a competitive request for proposals and award grants to address identified needs. For the most recent grants process, over 1,000 volunteer hours occurred during the review phase alone. In 2012, grants were awarded to 48 projects, which provide services to residents of Clackamas, Washington and Multnomah counties in Oregon and Clark County in Washington. In the previous year, Community Impact grants served over 10,500 residents in those four counties.The current Community Impact Grants program has two funding streams- Community Investment and Capital Project grants. Community Investment grants have three major focuses, the three Impact areas of 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 40,000 residents this year alone in the four-county area. With our Community Investment-Education grants, the projects adhere to 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.With our Community Investment-Income grants, the projects adhere to 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.With our Community Investment- Health grants, the projects adhere to 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. 2226360 2226360 United Way also invests in strategic initiatives and partnerships that meet critical community 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 include: Community Relief Fund (food/rent/utility assistance), Earned Income Tax Credit Assistance (financial assistance/stability), 211info (phone and online information/referral), and Hands-on-Greater Portland (community volunteer coordination). See Schedule O.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 and the Oregon Food Bank (18 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. Thirty percent of the funds were designated for food assistance, and 70% for rent and utilities. The needs of the community have continued to increase, and the CRF has now become part of a longer term strategy to meet basic needs in the community. Allocations for the last year helped 5,787 people (3,405) households 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 are recruited to volunteer for Project Access Now, and provided over 4,000 medical visits free of charge to patients last year. That same year, 3,198 patients received health care services, resulting in a donation of health services and prescriptions valued at $22 million.-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, more than 700 volunteers gave their time to assist with tax preparation for over 18,000 low-income households, which received over $5 Million in EITC dollars. -211info is a regional resource (phone and online) that provides information and referral and handles more than 95,000 calls annually requesting information about health and human services.-Hands-on-Greater-Portland is a strategic program that connects individuals to volunteer projects. Last year, more than 24,000 volunteer connections were made in the Portland/Vancouver region. 11715141 11715141 Donor Choice- United Way offers donors the opportunity to designate their gift directly to 501(c)(3) organizations of their choice. The United Way Cornerstone Program covers all overhead expense so no fees are charged for the cost of fundraising and distribution. 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. 1990099 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. 1990099 18628682 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 80 1 0 0 0 0 0 0 0 0 0 0 X 26 26 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 Amy Joseph Pedersen 0.50 X 0 0 0 Barbara Mathey 2.00 X X 0 0 0 Bob Tackett 0.50 X 0 0 0 Dwight Kelley 0.50 X 0 0 0 Glenn Rodriguez MD 0.50 X 0 0 0 Jaime Lim 0.50 X 0 0 0 James Rue 2.00 X X 0 0 0 Jill Eiland 0.50 X 0 0 0 Jocelynne McAdory 1.00 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 0.50 X 0 0 0 Lilisa Hall 0.50 X 0 0 0 Mardilyn Saathoff 0.50 X 0 0 0 Mary Monnat 1.00 X 0 0 0 Michael Montgomery 1.00 X 0 0 0 Norwood Kinight-Richardson MD 0.50 X 0 0 0 Perry Moore 0.50 X 0 0 0 Richard High 2.00 X 0 0 0 Rob Davison 0.50 X 0 0 0 Sabrina Rokovitz 1.00 X X 0 0 0 Scott Hatley 0.50 X 0 0 0 Sean Edwards 0.50 X 0 0 0 Tom Elmer 0.50 X 0 0 0 Carol Frye 50.00 X 124871 0 25325 Jay Bloom 50.00 X 120477 0 0 Keith Thomajan 50.00 X 0 0 0 Marc Levy 50.00 X 190515 0 18259 Howard Klink 50.00 X 116315 0 8469 552178 0 52053 4 1 1 0 0 23178530 250 23178530 Community service fees 561000 96718 96718 96718 14586 14586 228202 0 228202 228202 228202 5405 10974 -5569 -5569 -5569 Other 900099 41535 41535 41535 23554002 96718 0 278754 16638583 16638583 328348 128087 161563 38698 2409572 736175 673287 1000110 175985 55568 58756 61661 311308 93362 102420 115526 195457 61317 57810 76330 4344 4344 40400 24273 10448 5679 87591 38165 15219 34207 274360 90906 69 183385 222939 44858 96392 81689 269 269 270989 188583 51083 31323 45246 14484 9793 20969 126986 50653 18641 57692 1388 486 207 695 196131 164168 12158 19805 359275 208777 74922 75576 23832 12696 9025 2111 Printing 83191 42819 4689 35683 Miscellaneous 51978 5836 33316 12826 Equip Repair & Maint 45092 10570 22073 12449 Volun & Donor Recog 42872 18316 204 24352 21936136 18628682 1416419 1891035 950 1950 3381080 3007879 5515962 6475576 113265 93851 232875 219776 6298932 3691603 2807916 2607329 3031230 3345981 121071 481182 933588 889357 16137937 17122881 367684 399149 8980075 8376543 57858 0 9405617 8775692 X 5211260 5876894 383556 1373070 1137504 1097225 6732320 8347189 16137937 17122881 X 1617866 -2997 X X 0 1 1 X 0 X 19646549 20149451 20823473 21926209 23178530 105724212 19646549 20149451 20823473 21926209 23178530 105724212 12250177 93474035 179451 78192 197529 219988 242788 917948 112099 49321 28408 57769 41535 289132 106931292 953207 0.87420 0.87820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1204431 -34943 5406 3364 1160718 1058074 156003 6298 3348 1204431 990368 78247 7216 3325 1058074 1233727 -231818 8190 3351 990368 0.95000 0.05000 1 0 886000 886000 3694262 2473810 1220452 615653 320504 295149 1103017 897289 205728 2607329 Interest in perpetual trust 889357 889357 23554002 21936136 1617866 37132 -40129 -2997 1614869 12027573 37132 191709 -40129 188712 11838861 11715141 11715141 23554002 10412704 191709 191709 10220995 11715141 11715141 21936136 Description of Intended Use of Endowment Funds: Part V, Line 4: To provide a predictable stream of income for program operations. Part XI, Line 8 - Other Adjustments: Change in interest in CRUT 150. Change in perpetual trusts -40,279. Total to Schedule D, Part XI, Line 8: -40,129. Part XII, Line 2d - Other Adjustments: Increase in interest in perpetual trust -40,279. Increase in interest in CRUT 150. Part XII, Line 4b - Other Adjustments: Pledges designated by donors 11,715,141. Part XIII, Line 4b - Other Adjustments: Pledges designated by donors 11,715,141. 1 211 Info PO Box 11830 Portland OR 97211 930784586 501(c)(3) 300000 Regional 2-1-1 Collaboration Adelante Mujeres 2420 19th Ave Forest Grove OR 97116 030473181 501(c)(3) 97000 Journey to College All Hands Raised 2069 NE Hoyt St Portland OR 97232 931149789 501(c)(3) 100000 All Hands Raised Asian Health & Service Center 3430 SE Powell Blvd Portland OR 97202 931192100 501(c)(3) 28000 Stay in Touch Asian Health & Service Center 3430 SE Powell Blvd Portland OR 97202 931192100 501(c)(3) 100000 Tri-County Mental Health Connection for Asians Bienestar 220 SE 12th Ave Ste A-100 Hillsboro OR 97123 930860753 501(c)(3) 33349 Receta para Exito(Recipe for Success) Bridge Meadows 8502 N Wayland Ave Portland OR 97203 202028975 501(c)(3) 65250 Uniting Foster Youth, Families and Seniors Camp Fire Columbia 619 SW 11th Ave 234 Portland OR 97205 930386901 501(c)(3) 97000 From Surviving to Thriving Camp Fire Columbia 619 SW 11th Ave 234 Portland OR 97205 930386901 501(c)(3) 8340 After School Program Support Cascade AIDS Project 208 SW 5th Ave Ste 800 Portland OR 97204 930903383 501(c)(3) 98000 Youth HIV Education Cascadia Behavioral Healthcare PO Box 8459 Portland OR 97207 930770054 501(c)(3) 24000 Prescott Terrace - Green Heat Upgrade CASH Oregon (Creating Assets Savings & Hope) 2013 Lloyd Center Mall Portland OR 97232 205682797 501(c)(3) 82650 Earned Income Tax Credit (EITC) Tax Help CASH Oregon (Creating Assets Savings & Hope) 2013 Lloyd Center Mall Portland OR 97232 205682797 501(c)(3) 120000 Earned Income Tax Credit Outreach Catalyst Campaign for Vernonia Schools c/o Vernonia School District 475 Bridge Street Vernonia OR 97064 264001578 501(c)(3) 10000 Donation to Catalyst Campaign for Vernonia Schools Children's Institute 1221 SW Yamhill Ste 260 Portland OR 97205 931095351 501(c)(3) 5000 Sponsorship for Children's Institute 4th Annual Clackamas County Social Services 2051 Kaen Road PO Box 2950 Oregon City OR 97045 943032590 501(c)(3) 58395 Community Relief Fund Clackamas Service Center PO Box 2620 Clackamas OR 97015 930626175 501(c)(3) 10200 Food Services and Warehousing Job Training Program Clackamas Women's Services 704 Main Street Suite 200 Oregon City OR 97045 930900119 501(c)(3) 100000 Coordinated Community Response Clackamas Women's Services 704 Main Street Suite 200 Oregon City OR 97045 930900119 501(c)(3) 15000 Survivior Housing Initiative CODA-Comprehensive Options for Drug Abuse 1027 E Burnside Portland OR 97214 930716860 501(c)(3) 22000 Fresh Start in New Housing Columbia River Mental Health Services PO Box 1337 Vancouver WA 98666 910609138 501(c)(3) 40000 Improve Mental Health Therapy Community Action Washington County 1001 SW Baseline St Hillsboro OR 97123 930554941 501(c)(3) 70074 Community Relief Fund Community Housing Resource Center 103 East 29th Street Vancouver WA 98663 911641351 501(c)(3) 69600 Financial Education & Counseling Program Concordia University 2811 NE Holman St Portland OR 97211 930771304 501(c)(3) 58200 Launch Pad Cowlitz Tribe 1055 9th Avenue Suite B Longview WA 98632 911265477 501(c)(3) 9572 Community Relief Fund DePaul Industries 4950 NE MLK Jr Blvd Portland OR 97211 930607857 501(c)(3) 87000 Finding Employment for Homeless People with Disabilities Domestic Violence Resource Center Inc PO Box 494 Hillsboro OR 97123 930665804 501(c)(3) 15000 Survivor Housing Initiative Emil Fries Piano Hospital & Training center 2510 E Evergreen Blvd Vancouver WA 98661 910791533 501(c)(3) 2000 HVAC Replacement Project Free Clinic of Southwest Washington 4100 Plomondon St Vancouver WA 98661 911707542 501(c)(3) 50000 Adult Dental Access Program Friends of the Children - Portland 44 NE Morris Portland OR 97212 931098105 501(c)(3) 30000 On the Road to Success Hacienda Community Development Corporation 5136 NE 42nd Ave Portland OR 97218 930979064 501(c)(3) 8996 Community Relief Fund Hands on Greater Portland PO Box 4889 Portland OR 97208 931218427 501(c)(3) 145000 Volunteer Innovation Project Hands on Greater Portland PO Box 4889 Portland OR 97208 931218427 501(c)(3) 29000 Special Services Contract Approved by Board 1/25/2012 Human Solutions Inc 12350 SE Powell Blvd Portland OR 97236 930977166 501(c)(3) 34009 Community Relief Fund Impact NW PO Box 33530 Portland OR 97292 930557964 501(c)(3) 86500 Parent Child Involvement Project Impact NW PO Box 33530 Portland OR 97292 930557964 501(c)(3) 13179 Community Relief Fund Inter-Faith Treasure House 91 C Street Washougal WA 98671 911214478 501(c)(3) 2000 Community Relief Fund IRCO Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)(3) 8686 Community Relief Fund IRCO Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)(3) 97000 IRCO - School Success for Newcomers IRCO Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)(3) 40000 IRCO - Africa House Janus Youth Programs Inc 707 NE Couch St Portland OR 97232 237345990 501(c)(3) 97000 Janus Youth - Food Works Academic Youth Leadership Program JOIN Connecting the Street to a Home 1435 NE 81st Ave Suite 100 Portland OR 97213 931090005 501(c)(3) 87000 JOIN: Leading from Home Labor's Community Service Agency Inc 1125 SE Madison St 103B Portland OR 97214 237393223 501(c)(3) 125000 Community Services Luke-Dorf Inc 10313 SW 69th Ave Tigard OR 97223 930685734 501(c)(3) 75000 Peer Supported Engagement Lutheran Community Services Northwest (Portland Metro) 605 SE Cesar E Chavez Blvd Portland OR 97214 930386860 501(c)(3) 72168 Lutheran Community Services NW - Pathways Mercy Corps Northwest 43 SW Naito Pkwy Portland OR 97204 931315010 501(c)(3) 87000 Reentry Transition Center Mt Scott Learning Centers 6148 SE Holgate Blvd Portland OR 97206 931189089 501(c)(3) 97000 Transitions Program Native American Rehabilitation Assoc of the NW Inc 1776 SW Madison St Portland OR 97205 237098400 501(c)(3) 2016 Community Relief Fund Native American Youth & Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)(3) 40000 NAYA Family Center Early College Academy Enhancement Capital Project Native American Youth & Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)(3) 6425 Community Relief Fund Native American Youth & Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)(3) 12500 Printing CCC Research Reports Native American Youth & Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)(3) 30000 Support of C2C Disparties Collaboration Native American Youth & Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)(3) 97000 NAYA Family Center Early College Academy Enhancement Project Neighborhood House Inc 7780 SW Capitol Hwy Portland OR 97219 930386875 501(c)(3) 9447 Community Relief Fund New Avenues for Youth 1220 SW Columbia Portland OR 97201 930910213 501(c)(3) 40000 Social Purpose Enterprise Initiative Northwest Family Services 6200 SE King Rd Portland OR 97222 930841022 501(c)(3) 100000 Access to Dental Care Program Northwest Housing Alternatives Inc 2316 SE Willard St Milwaukie OR 97222 930814473 501(c)(3) 62640 HomeBase Program Northwest Pilot Project Inc 1430 SW Broadway Ste 200 Portland OR 97201 930635871 501(c)(3) 87000 Housing Stabilization & Retention for At-Risk Seniors Open Meadow Alternative Schools 7621 N Wabash Ave Portland OR 97217 930757378 501(c)(3) 97000 Step Up Program Oregon Children's Theatre 600 SW 10th Ave Ste 313 Portland OR 97205 931029151 501(c)(3) 10000 Sponsorship of Locomotion Production Oregon Community Foundation 1221 SW Yamhill Ste 100 Portland OR 97205 237315673 501(c)(3) 70000 boeing/uwcw boomers & babies Oregon Community Foundation The 1221 SW Yamhill St Ste 100 Portland OR 97205 237315673 501(c)(3) 5000 Sponsorship for the Connector Project Conference Oregon Food Bank PO Box 55370 Portland OR 97238 930785786 501(c)(3) 81128 Community Relief Fund Oregon Tradeswomen Inc 3934 NE Martin Luther King Jr Blvd Suite 101 Portland OR 97212 311655001 501(c)(3) 87000 Constructing Green Futures - Oregon Tradeswomen, Inc Outside-In 1132 SW 13th Ave Portland OR 97205 930567549 501(c)(3) 40000 IT/Communication Project Parks Foundation of Clark County PO Box 61424 Vancouver WA 98666 911986747 501(c)(3) 6000 Evergreen Summer Parks Program Sponsorship Peninsula Children's Center 4720 N Maryland Ave Portland OR 97217 930585460 501(c)(3) 32500 Family Services Expansion Project Peninsula Children's Center Project Access Now PO Box 10953 Portland OR 97296 930582124 501(c)(3) 100000 Linking Pattients and Doctors Salvation Army of Clark County PO Box 5559 Vancouver WA 98668 941156347 501(c)(3) 40716 Community Relief Fund Second Step Housing 2500 Main St Suite 120 Vancouver WA 98660 911691325 501(c)(3) 69600 Positive Steps to Community Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)(3) 11242 Community Relief Fund Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)(3) 97000 SEI - Youth Potential Realized Share Inc PO Box 1209 Vancouver WA 98666 911205119 501(c)(3) 10000 Community Relief Fund The Latino Network 5123 N Michigan Portland OR 97217 731675402 501(c)(3) 20000 Unidos for Oregon Project Planning Funding The Salvation Army Cascade Division 8495 SE Monterey Ave Box 9 Happy Valley OR 97086 941156347 501(c)(3) 33210 White Shield Center Independent Living Capital Project The Wallace Medical Concern 124 NE 181st Avenue Suite 103 Portland OR 97230 930853709 501(c)(3) 49144 Lasting Smiles Todos Juntos PO Box 645 Canby OR 97013 931308023 501(c)(3) 97000 Todos Juntos Verde 6899 NE Columbia Blvd Suite A Portland OR 97218 203685723 501(c)(3) 84349 Let Us Build Cully Park Virginia Garcia Memorial Foundation PO Box 486 Cornelius OR 97113 912077840 501(c)(3) 100000 Enhancing Access to Oral Health Care for Low-income Children and Families Volunteers of America of Oregon Inc 3910 SE Stark St Portland OR 97214 930395591 501(c)(3) 15000 Survivor Housing Initiative Voz Workers' Rights Education Project 1131 SE Oak St Portland OR 97214 261357376 501(c)(3) 65250 Martin Luther King Jr. Worker Center Youth Contact Inc 447 SE Baseline Hillsboro OR 97123 930780364 501(c)(3) 100000 Rebuilding Family Alliance YWCA of Clark County 3609 Main St Vancouver WA 98663 910569882 501(c)(3) 13120 Facilities Upgrade to Impact Survivors of Violence YWCA of Clark County 3609 Main St Vancouver WA 98663 910569882 501(c)(3) 15572 Community Relief Fund YWCA of Clark County 3609 Main St Vancouver WA 98663 910569882 501(c)(3) 15000 Survivor Housing Initiative Donor Designations 619 SW 11th Room 300 portland OR 97205 999999999 501(c)(3) 161415 Misc sponsorships, GAP, Born Learning etc 86 86 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 proivded grants related to the following : Gas Assistance, Born Learning expansion,and a Diversity Summit, as well as miscellaneous small grants and community engagement sponsorships. The total of these grants and payments was $161,415. X 1 1 X X X X 1 1 0 0 0 0 0 0 0 Carol Frye 123184 0 50 0 1637 0 19254 0 6071 0 150196 0 0 0 Marc Levy 89610 0 0 0 100905 0 13904 0 4355 0 208774 0 0 0 Howard Klink 84211 0 0 0 32104 0 8469 0 0 0 124784 0 0 0 Part I, Lines 4a-b Payments made to formers were for severence pay. Statement of Program Accomplishments Form 990, Part III Education: - 166 kids gain access to Early Childhood Education services. - 100% arrive at Kindergarten with needed skills and supports, as assessed by individual partner providers. - 1796 youth gain access to tools for success. - 81% gain the resources and skills for work and life, as assessed by individual partner providers. - 1196 parents and caregivers have support. - 95% have the resources and skills to support the children & youth in their care, as assessed by individual partner providers. Income: - 5710 people are working toward financial stability. - 73% of those are achieving their financial goals, as assessed by individual partner providers. - 2908 people are contributing to community building. - 94% are building community connections and are active in the economic, social and civil life of the community, as assessed by individual partner providers. - 853 seniors and/or adults with disabilities are receiving supports. - 61% are living safely and independently in their communities due to these supports, as assessed by individual partner providers. Health: - 5083 people receive access to medical and/or dental care. - 89% of individuals improve and maintain their physical health, as assessed by individual partner providers. - 2086 receive access to mental health and/or addictions services.. - 97% improve their health and make informed healthy decisions, as assessed by individual partner providers. - 3637 people receive access to domestic and family violence prevention services. - 94% maintain safety from domestic and family violence, as assessed by individual partner providers. - How do our projects/partners do this? - Social networks, advocacy, resiliency, financial literacy, awareness and housing stability. Volunteerism / Information & Referral: - 24,970 volunteer connections were made totaling 99,880 volunteer hours given a value of over $1.7 million worth of service of giving back to our community. - 998 individuals from companies who work with UW are connected to volunteer opportunities, accounting for 3,992 hours of service providing $75,000 worth of work going back into the community. - Our partner, Project Access Now, received 5,496 service requests for free healthcare services. 3,839 people total increased their access to healthcare by enrolling in the program to receive healthcare services free of charge made possible by volunteer clinicians. - 749 volunteers worked with individuals qualifying for the Earned Income Tax Credit filing tax returns through our EITC Initiative. That resulted in $5,061,980 in EITC dollars going back into families, and over $21 million going back into the community. - 95,343 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. - 92,556 people access information and increase their knowledge of current health and human issues. Form 990, Part VI, Section B, line 11 The IRS Form 990 is electronically sent to all Finance Committee members and reviewed in detail at the Finance Committee meeting. Once approved by the Finance Committee, the 990 is electronically sent to all Board members for review at the Board meeting. The Finance committee reviews the form 990 with the board and the board approves a motion for submission to the IRS. The 990 is then 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 5: Net unrealized gains on investments: 37,132. Change in interest in CRUT 150. Change in perpetual trusts -40,279. Total to Form 990, Part XI, Line 5: -2,997. 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.