UNITED WAY OF JACKSON COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF JACKSON COUNTY INC (EIN 93-0576632)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-11
- IRS object ID
- 201340119349300639
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-11T14:47:14-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204749363 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930576632 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Jackson County Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5417735339 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 769 Spring Street | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dee Anne Everson | Name |
| Title | Executive Director | Title |
| Phone | 5417735339 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLYN M RYDER | Name |
| PTIN | P00033827 | PTIN |
| Phone | 5417797641 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dee Anne Everson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 769 Spring Street | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 936784 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unitedwayofjacksoncounty.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Our mission is to improve lives by mobilizing the caring power of Jackson County Communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 1700 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 228629 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 827560 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5593 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2595 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 234222 | TotalRevenuePriorYear |
| Total Revenue Current Year | 830155 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 41235 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 282465 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 175701 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 342758 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 103512 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 104017 | OtherExpensePriorYear |
| Other Expenses Current Year | 312446 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 320953 | TotalExpensesPriorYear |
| Total Expenses Current Year | 937669 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -86731 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -107514 | RevenuesLessExpensesCY |
| Total Assets BOY | 883721 | TotalAssetsBOY |
| Total Assets EOY | 799277 | TotalAssetsEOY |
| Total Liabilities BOY | 178559 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 170181 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 705162 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 629096 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the United Way of Jackson County, Inc. is to improve lives by mobilizing the caring power of Jackson County Communities. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 585518 | Expense |
| Grants | 282465 | Grants |
| Revenue | 818180 | Revenue |
| Description | The United Way administers the annual fundraising campaign to collect donations to invest in education, income, health, and transportation programs delivered by fifty-two 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 156591 | Expense |
| Revenue | 6815 | Revenue |
| Description | 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 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 742109 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dee Anne Everson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5417735339 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 769 Spring Street | AddressLine1 |
| City | Medford | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Deelia Warner | ||||||
| President | 5.00 | X | X | 0 | 0 | 0 |
| Cary Jones | ||||||
| 1st Vice President | 2.00 | X | X | 0 | 0 | 0 |
| Jason Lukaszewicz | ||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 |
| Charley Bolen | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Diane Bennett | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Marsha Billeci | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Barb Brazier | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Julie Brown | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Tim Clayton | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Jonathan Eldridge | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Steve Erb | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| David Gremmels | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Bob Hunter | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Michele Jones | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Danny Jordan | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Kim Katic | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Dennis Morgan | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Doug Nash | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Stewart Parmele | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Nick Parsons | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Rick Rankin | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Lance Reyes | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Sue Slack | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Nancy Wilson | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Bob Wise | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Peggy Wisneski | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Suzanne Zapf | ||||||
| Director | 2.00 | X | 0 | 0 | 0 | |
| Anne Ashbey Pierotti | ||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 |
| Dee Anne Everson | ||||||
| Executive Director | 40.00 | X | 87502 | 0 | 9677 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 87502 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 9677 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 818180 | FederatedCampaigns |
| All Other Contributions | 9380 | AllOtherContributions |
| Total Contributions | 827560 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3295 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3295 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 105929 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 105807 | Securities |
| Other | 822 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 122 | Securities |
| Other | -822 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -700 | TotalRevenueColumn |
| Related Or Exempt Function Income | -700 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 830155 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2595 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282465 | Total |
| Program Services | 282465 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87043 | Total |
| Program Services | 60930 | ProgramServices |
| Management And General | 17409 | ManagementAndGeneral |
| Fundraising | 8704 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179760 | Total |
| Program Services | 95935 | ProgramServices |
| Management And General | 38697 | ManagementAndGeneral |
| Fundraising | 45128 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7598 | Total |
| Program Services | 4467 | ProgramServices |
| Management And General | 1598 | ManagementAndGeneral |
| Fundraising | 1533 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49854 | Total |
| Program Services | 29311 | ProgramServices |
| Management And General | 10484 | ManagementAndGeneral |
| Fundraising | 10059 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18503 | Total |
| Program Services | 10879 | ProgramServices |
| Management And General | 3891 | ManagementAndGeneral |
| Fundraising | 3733 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18706 | Total |
| Program Services | 9880 | ProgramServices |
| Management And General | 3330 | ManagementAndGeneral |
| Fundraising | 5496 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42480 | Total |
| Program Services | 36629 | ProgramServices |
| Fundraising | 5851 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23935 | Total |
| Program Services | 14361 | ProgramServices |
| Management And General | 4787 | ManagementAndGeneral |
| Fundraising | 4787 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2430 | Total |
| Program Services | 486 | ProgramServices |
| Management And General | 729 | ManagementAndGeneral |
| Fundraising | 1215 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21366 | Total |
| Program Services | 12820 | ProgramServices |
| Management And General | 4273 | ManagementAndGeneral |
| Fundraising | 4273 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19249 | Total |
| Program Services | 15891 | ProgramServices |
| Management And General | 891 | ManagementAndGeneral |
| Fundraising | 2467 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 946 | Total |
| Program Services | 568 | ProgramServices |
| Management And General | 189 | ManagementAndGeneral |
| Fundraising | 189 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10233 | Total |
| Program Services | 6139 | ProgramServices |
| Management And General | 2047 | ManagementAndGeneral |
| Fundraising | 2047 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4356 | Total |
| Program Services | 2561 | ProgramServices |
| Management And General | 916 | ManagementAndGeneral |
| Fundraising | 879 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2405 | Total |
| Program Services | 1443 | ProgramServices |
| Management And General | 481 | ManagementAndGeneral |
| Fundraising | 481 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Community Projects | 164570 | 156591 | 1560 | 6419 |
| Awards | 950 | 570 | 190 | 190 |
| Government Fees | 515 | 515 | ||
| Miscellaneous | 305 | 183 | 61 | 61 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 937669 | Total |
| Program Services | 742109 | ProgramServices |
| Management And General | 92048 | ManagementAndGeneral |
| Fundraising | 103512 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65344 | BOY |
| EOY | 54796 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333855 | BOY |
| EOY | 294352 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1874 | BOY |
| EOY | 637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40045 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17885 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16515 | BOY |
| EOY | 22160 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466133 | BOY |
| EOY | 427332 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 883721 | BOY |
| EOY | 799277 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29836 | BOY |
| EOY | 24933 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136723 | BOY |
| EOY | 110248 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12000 | BOY |
| EOY | 35000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178559 | BOY |
| EOY | 170181 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329111 | BOY |
| EOY | 438928 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262935 | BOY |
| EOY | 77052 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113116 | BOY |
| EOY | 113116 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 705162 | BOY |
| EOY | 629096 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 883721 | BOY |
| EOY | 799277 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -107514 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 31448 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1007691 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1020659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 878060 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1011215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 865396 | CurrentTaxYear |
| Total | 4783021 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1007691 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1020659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 878060 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1011215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 865396 | CurrentTaxYear |
| Total | 4783021 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4783021 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35087 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24841 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 104846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6255 | CurrentTaxYear |
| Total | 245444 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5028465 | TotalSupport |
| Public Support Pertcentage170 | 0.95120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94480 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part IV, Supplemental Information: The United Way of Jackson County, Inc. changed its accounting period from calendar year to fiscal year ending June 30. The short year period of January 1, 2011 - June 30, 2011 was reported on a 2010 Form. The results of the short year for Schedule A, Part II are combined with the calendar year 2010 in column(d) as follows: Section A. Public Support 2010 calendar year $ 728,640 1/1/2011 - 6/30/2011 short year $ 282,575 Line 1 column(d) 2010 $1,011,215 Line 4 column(d) 2010 $1,011,215 Section B. Total Support Line 7 amounts from line 4 $1,011,215 Line 8 interest, dividends 2010 calendar year $ 69,322 1/1/2011 - 6/30/2011 short year $ 5,093 Total line 8 column(d) 2010 $ 74,415 | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 67028 | BeginningBalance |
| Additions During Year | 54749 | AdditionsDuringYear |
| Distributions During Year | 68692 | DistributionsDuringYear |
| Ending Balance | 53085 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113116 | BeginningOfYearBalance |
| End Of Year Balance | 113116 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113116 | BeginningOfYearBalance |
| End Of Year Balance | 113116 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113116 | BeginningOfYearBalance |
| End Of Year Balance | 113116 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 113116 | BeginningOfYearBalance |
| End Of Year Balance | 113116 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10402 | OtherCostOrOtherBasis |
| Depreciation | 3245 | Depreciation |
| Book Value | 7157 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29643 | OtherCostOrOtherBasis |
| Depreciation | 14640 | Depreciation |
| Book Value | 15003 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22160 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Beneficial interest in funds held by Oregon Community Foundation | Description |
| Book Value | 427332 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 427332 | TotalBookValueOtherAssets |
| Total Revenue | 830155 | TotalRevenue |
| Total Expenses | 937669 | TotalExpenses |
| Excess Or Deficit For Year | -107514 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -18593 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 53835 | DonatedServicesAndFacilities |
| Investment Expenses | -3832 | InvestmentExpenses |
| Prior Period Adjustments | 38 | PriorPeriodAdjustments |
| Total Adjustments | 31448 | TotalAdjustments |
| Excess Or Deficit Per FS | -76066 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 861565 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -18593 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 53835 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 35242 | RevenueNotRptdF990 |
| Revenue Subtotal | 826323 | RevenueSubtotal |
| Investment Expenses Not Included | 3832 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3832 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 830155 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 937669 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 937669 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 937669 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| 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 Intended Use of Endowment Funds: |
| Part X: | The Organization has determined that it has no uncertain tax positions requiring accrual and disclosure under FASB ASC 740-10-50. | Description of Uncertain Tax Positions Under FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Addictions Recovery Center | ||||||||
| 1003 W Main | Medford | OR | 97501 | 930645605 | 501(c)(3) | 11449 | 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 | Financial assistance - camping, health, preschool |
| Boys and Girls Club | ||||||||
| 3275 Avenue G | White City | OR | 97503 | 930588108 | 501(c)(3) | 8000 | FMV | Strengthening parenting training |
| CASA | ||||||||
| 613 Market Street | Medford | OR | 97504 | 943215621 | 501(c)(3) | 11500 | FMV | Help for young people transitioning out of foster care |
| Children's Dental Clinic | ||||||||
| 229 Stewart Avenue | Medford | OR | 97501 | 930731971 | 501(c)(3) | 6180 | FMV | Dental hygeine and treatment |
| Community Health Center | ||||||||
| 19 Myrtle Street | Medford | OR | 97504 | 237366812 | 501(c)(3) | 19500 | FMV | Prenatal health, parent education 0-2 child wellness |
| Community Works Inc | ||||||||
| 900 East Main Street | Medford | OR | 97504 | 930633804 | 501(c)(3) | 21580 | 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) | 8281 | FMV | Money management stabilization for seniors, money management counseling |
| Family Nurturing Center | ||||||||
| 212 N Oakdale Avenue | Medford | OR | 97501 | 161726574 | 501(c)(3) | 9000 | 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) | 12004 | 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) | 9000 | 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) | 9500 | 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) | 17750 | FMV | Transitional housing, 170 food bags |
| Southern Oregon Child & Family Council | ||||||||
| 1001 Beall Lane | Central Point | OR | 97502 | 930564896 | 501(c)(3) | 10612 | FMV | Family case management and education |
| Dasil | ||||||||
| 29 N Ivy | Medford | OR | 97501 | 931294230 | 501(c)(3) | 7000 | FMV | Support people with disabilities, Fired Up! |
| Planned Parenthood | ||||||||
| 125 S Central Avenue 201 | Medford | OR | 97501 | 930573822 | 501(c)(3) | 5000 | FMV | La salud de mi hija |
| Rose Circle | ||||||||
| PO Box 116 | Talent | OR | 97540 | 943468601 | 501(c)(3) | 5000 | FMV | Camp Luna |
| Southern Oregon Center for Community Partnerships | ||||||||
| PO Box 3275 | Central Point | OR | 97502 | 743058786 | 501(c)(3) | 9928 | FMV | Food & friends senior meals on wheels:food for homebound elderly and disabled |
| Jackson County SART | ||||||||
| 43 Morninglight Drive | Ashland | OR | 97520 | 810650183 | 501(c)(3) | 5000 | FMV | Sexual assault investigative nurses - advocacy |
| Kids Unlimited | ||||||||
| 821 North Riverside | Medford | OR | 97501 | 931329922 | 501(c)(3) | 8500 | FMV | Homework, tutoring, mentoring, sports and enrichment |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 22 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Office space | 1 | 18000 | Comparable Rent |
| X | Day of Caring photos/video | 1 | 4400 | FMV |
| X | Advertising | 5 | 29812 | Comparable Cost |
| X | Printing | 1 | 317 | FMV |
| X | Support services | 1 | 406 | FMV |
| X | Janitorial services | 1 | 900 | Comparable Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -18,593. Donated services and use of facilities: 53,835. Investment expenses: -3,832. Prior period adjustments: 38. Total to Form 990, Part XI, Line 5: 31,448. | Changes in Net Assets or Fund Balances: |
| 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. |
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