2013-11-20T19:32:35-06:00 2013-06-30 204749363 ISLER MEDFORD LLC 839 ALDER CREEK DR MEDFORD OR 97504 990 2012-07-01 930576632 United Way of Jackson County Inc UNIT 5417735339 769 Spring Street Medford OR 97504 Diane Mathews 5417735339 2013-11-15 1 CAROLYN M RYDER P00033827 5417797641 2012 2015-11-30 17:44:51Z Dee Anne Everson 769 Spring Street Medford OR 97504 875799 0 X www.unitedwayofjacksoncounty.org X 1969 OR Our mission is to improve lives by mobilizing the caring power of Jackson County Communities. 27 27 5 1426 0 0 827560 863782 0 0 2595 12017 0 0 830155 875799 282465 303173 0 0 342758 331470 0 0 105653 312446 336950 937669 971593 -107514 -95794 799277 750347 170181 148253 629096 602094 The mission of the United Way of Jackson County, Inc. is to improve lives by mobilizing the caring power of Jackson County Communities. 0 0 590596 303173 841141 The United Way administers the annual fundraising campaign to collect donations to invest in education, income, health, and transportation programs delivered by fifty-three programs helping one in two people in Jackson County. Additionally, the United Way administers the annual fundraising campaign to collect donations that allow donors to choose where their contribution goes. These designated funds are passed through to the other not-for-profit organizations, after incurring appropriate administrative fundraising and pledge loss costs. Finally, United Way collects donor dollars to fund community impact work in education, income, health, and transportation. 181522 12014 The United Way partners in community initiatives to help mobilize caring and to effect change via promoting volunteerism, community philanthropy and community building. Current initiatives include launching the Big Idea, administering HOPE Chest (rapid response fund for emergency needs), partnering with the Southern Oregon Meth Project, convening Jackson County CAN (Child Abuse Network), WiLL (Women Living Leadership), Day of Caring, co-convening Building a Learning Community, CASH (Creating Assets, Savings, and Hope) Southern Oregon, FamilyWize Prescription Assistance, and serving with Community Organizations Active in Disaster, Jackson County Community Services Consortium, Homeless Task Force and Project Homeless Connect. 772118 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X Dee Anne Everson 5417735339 769 Spring Street Medford OR 97504 Cary Jones 5.00 X X 0 0 0 Bob Wise 2.00 X X 0 0 0 Stewart Parmele 2.00 X X 0 0 0 Charley Bolen 2.00 X X 0 0 0 Anne Ashbey 2.00 X 0 0 0 Amy Belkin 2.00 X 0 0 0 Diane Bennett 2.00 X 0 0 0 Marsha Billeci 2.00 X 0 0 0 Barb Brazier 2.00 X 0 0 0 Julie Brown 2.00 X 0 0 0 Tim Clayton 2.00 X 0 0 0 Steve Erb 2.00 X 0 0 0 David L Gremmels 2.00 X 0 0 0 Scott Huddleston 2.00 X 0 0 0 Michele Jones 2.00 X 0 0 0 Danny Jordan 2.00 X 0 0 0 Kim Katic 2.00 X 0 0 0 Jason Lukaszewicz 2.00 X 0 0 0 Dennis Morgan 2.00 X 0 0 0 Doug Nash 2.00 X 0 0 0 Nick Parsons 2.00 X 0 0 0 Rick Rankin 2.00 X 0 0 0 Lance D Reyes 2.00 X 0 0 0 Sue Slack 2.00 X 0 0 0 Jennifer Susi 2.00 X 0 0 0 Deelia Warner 2.00 X 0 0 0 Nancy Wilson 2.00 X 0 0 0 Dee Anne Everson 40.00 X 97250 0 12191 97250 0 12191 0 0 0 0 0 841141 22641 863782 12017 12017 875799 12017 0 0 303173 303173 100907 68768 20341 11798 166898 88249 35822 42827 4026 2818 805 403 36206 21289 7588 7329 23433 13779 4911 4743 35937 19513 7408 9016 24013 16809 7204 23947 14367 4790 4790 1711 342 513 856 21671 13003 4334 4334 21432 17473 894 3065 275 165 55 55 10317 6189 2064 2064 4528 2663 949 916 2485 1491 497 497 Community Projects 189793 181522 2683 5588 Awards 551 331 110 110 Miscellaneous 290 174 58 58 971593 772118 93822 105653 54796 39308 294352 242041 637 1505 40045 22413 22160 17632 427332 449861 799277 750347 24933 13607 110248 134646 35000 0 170181 148253 X 438928 434159 77052 54819 113116 113116 629096 602094 799277 750347 -95794 33705 38826 -3739 0 X X 0 1 X 1 0 X 1020659 878060 1011215 865396 948330 4723660 1020659 878060 1011215 865396 948330 4723660 4723660 24841 104846 74415 6255 4589 214946 4938606 0.95650 0.95120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 53085 65241 60050 58276 0 113116 113116 113116 113116 113116 113116 113116 113116 113116 113116 1 0 10402 4542 5860 29643 17871 11772 17632 Beneficial interest in funds held by Oregon Community Foundation 449861 449861 X 944591 33705 38826 72531 872060 3739 3739 875799 971593 0 971593 0 971593 Part IV, Line 1b: PART IV, LINE 1b - Contributions or Other Assets not included on the Balance Sheet The Organization is the fiscal agent for the Oregon Nonprofit Leaders Conference, and annual conference for grantmakers and nonprofit organizations throughout Oregon and Northern California. This is done on a fee for service basis. The Organization provides financial management services for the conference and United Way staff is represented on the steering committee. Description of Intended Use of Endowment Funds: Part V, Line 4: PART V, LINE 4 - Intended Uses of Endowment Fund In general, the United Way of Jackson County uses earnings on endowment funds annually to support program service accomplishments, keeping the endowment funds principal intact in perpetuity. Description of Uncertain Tax Positions Under FIN 48: Part X, Line 2: The Organization has determined that it has no uncertain tax positions requiring accrual and disclosure under FASB ASC 740-10-50. 1 Addictions Recovery Center 1003 W Main Medford OR 97501 930645605 501(c)(3) 11631 FMV Residential drug treatment services American Red Cross Southern Oregon Chapter 60 Hawthorne Street Medford OR 97504 530196605 501(c)(3) 29193 FMV Disaster service - house fires - maintain stability Ashland Family YMCA 540 YMCA Way Ashland OR 97520 930686976 501(c)(3) 7300 FMV Scholarships for Youth Chiron Center 9903 Santa Monica Blvd Suite 383 Beverly Hills CA 90212 263438852 5000 FMV Warhorse Alliance CASA 613 Market Street Medford OR 97504 943215621 501(c)(3) 10964 FMV Safe outcomes for children Children's Dental Clinic 229 Stewart Avenue Medford OR 97501 930731971 501(c)(3) 6538 FMV Dental care Community Health Center 19 Myrtle Street Medford OR 97504 237366812 501(c)(3) 21450 FMV Inter-Conception Care Community Works Inc 900 East Main Street Medford OR 97504 930633804 501(c)(3) 21084 FMV Shelter for victims of domestic violence, information referrals, crisis Dunn House, JCMH, advocacy for victims of sexual violence Consumer Credit Counseling Service of Southern Oregon 820 Crater Lake Avenue 20 Medford OR 97504 930585893 501(c)(3) 8674 FMV Money management stabilization for seniors, money management counseling Family Nurturing Center 212 N Oakdale Avenue Medford OR 97501 161726574 501(c)(3) 14900 FMV Developmental screening, parent ed, home visits, respite theraputic child care, family events, mental health care Living Opportunities Inc 861 Valley View Drive Medford OR 97504 930640525 501(c)(3) 12907 FMV Training toward maximum independence, transportation to employment-people who are disabled, scholarships for artists On Track Inc 221 West Main Street Medford OR 97501 237088811 501(c)(3) 9522 FMV Residential teen drug treatment Rogue Valley Family YMCA 522 West Sixth Street Medford OR 97501 930391645 501(c)(3) 9690 FMV Camps, child care, sports, preschool, memberships RV Manor Community Services 1045 Ellendale Drive Medford OR 97504 930892261 501(c)(3) 10261 FMV Call-a-ride, SHIBA, RSVP in the community, senior work/engagement with children for stipend Salvation Army 304 Beatty Street Medford OR 97501 941156347 501(c)(3) 18780 FMV Social services, Hope House Center for Nonprofit Legal Services 501(c)(3) 5211 FMV Senior & Immigant legal services Easter Seals Oregon 501(c)(3) 5225 FMV Recreation Opportunities & Summer Day Camp SOCFC - Headstart 10612 FMV Head Start Health Smarts Southern Oregon Center for Community Partnerships PO Box 3275 Central Point OR 97502 743058786 501(c)(3) 10921 FMV Food & FriendsFood & friends senior meals on wheels:food for homebound elderly and disabled Jackson County SART 43 Morninglight Drive Ashland OR 97520 810650183 501(c)(3) 8573 FMV Sexual assault investigative nurses - advocacy Kids Unlimited 821 North Riverside Medford OR 97501 931329922 501(c)(3) 15350 FMV Homework, tutoring, mentoring, sports and enrichment 21 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The United Way conducts bi-annual site visits with volunteer reviewers, mid-cycle (annual reporting) evaluations on outcome targets and achievements and success story and demographic reporting. Financial reporting is required based on the funding level and budget of the grantee organization. The lowest level of reporting is for organizations with less than $500,000 budgets who receive less than $10,000 annually. These organizations are required to submit to the United Way a copy of their IRS Form 990. Organizations who receive more than $10,000 annually are also required to submit to the United Way a copy of their annual independently audited financial statements. X Office space 1 18000 Comparable Rent X Day of Caring photos/video 1 500 FMV X Advertising 5 15333 Comparable Cost X Printing 1 293 FMV X Public awareness video 1 4000 FMV X Janitorial services 1 700 Comparable Cost 0 1 0 Form 990, Part VI, Section B, line 11 The Finance Committee of the Organization reviews the Form 990 before it is filed and the Board is offered review opportunities. A copy of the Form 990 is given to the Board of Directors. Form 990, Part VI, Section B, line 12c Volunteers and staff of the Organization are required to annually complete the Code of Ethics form, which includes disclosing potential conflicts of interest. In addition, the Board asks for disclosure of potential conflicts before voting on allocation of funds. Form 990, Part VI, Section B, line 15a Compensation review & approval for CEO, Executive Director & top management The Personnel Committee of the Organization is responsible for the annual evaluation of the Executive Director. The evaluation is 360 degrees with input from Board members, Personnel Committee members, staff, agency directors, and selected community partners. Each year the United Way subscribes and participates in a statewide nonprofit salary survey produced by MBL Group. This is used for comparable salary information. There are no other officers or key employees. Form 990, Part VI, Section C, line 19 The Organization posts its IRS Form 990 on its website. Other governing documents and policies are available to any interest party upon request. The Organization plans to post its audited financial statements on its website. The Organization has a Finance Committee and Board of Directors that is responsible for selection of independent auditor and for oversight of the financial statements. The oversight process has not changed from the prior year.