UNITED WAY OF THE MID-WILLAMETTE VALLEY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE MID-WILLAMETTE VALLEY (EIN 93-0395586)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201220619349301522
- Schema version
- 2010v3.2
- 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 | 2012-03-01T08:04:11-08:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOTS BAKER & WILEY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 MADISON ST NE | AddressLine1 |
| City | SALEM | City |
| State | OR | State |
| ZIP Code | 97301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930395586 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF THE MID-WILLAMETTE VALLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5033631651 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 BLILER AVE NE | AddressLine1 |
| City | SALEM | City |
| State | OR | State |
| ZIP Code | 97301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARI SCOLES | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-03-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shari K Scoles | Name |
| Phone | 5035851782 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1968359 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYMWV.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 2200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2462109 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1695827 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32688 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17104 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11746 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7086 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5703 | OtherRevenuePriorYear |
| Other Revenue Current Year | 248342 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2512246 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1968359 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1617011 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1043316 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 446492 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 568165 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 230113 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 371431 | OtherExpensePriorYear |
| Other Expenses Current Year | 298860 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2434934 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1910341 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 77312 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 58018 | RevenuesLessExpensesCY |
| Total Assets BOY | 2431194 | TotalAssetsBOY |
| Total Assets EOY | 2433904 | TotalAssetsEOY |
| Total Liabilities BOY | 293306 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 237998 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2137888 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2195906 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 753844 | Expense |
| Grants | 582736 | Grants |
| Description | 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 MORE THAN 250 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 $37,736 IN THE SECOND 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 27 PROGRAMS IN THE SALEM-KEIZER AREA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 460580 | Expense |
| Grants | 460580 | Grants |
| Description | DESIGNATIONS -- DOLLARS ARE DIRECTED TOWARDS SPECIFIC 501(C)(3) AGENCIES AS SPECIFIED BY THE DONOR. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 264235 | Expense |
| Description | HANDSON MID-WILLAMETTE VALLEYHANDSON MID-WILLAMETTE VALLEY (HANDSON), PREVIOUSLY THE VOLUNTEER AND MENTOR CENTER, IS THE VOLUNTEER ACTION CENTER FOR MARION, POLK, AND YAMHILL COUNTIES, PROVIDING SUPPORT AND RESOURCES FOR THE MOBILIZATION OF VOLUNTEERS. HANDSON PARTNERS WITH LOCAL COMMUNITY AGENCIES TO PROVIDE AN ONLINE DATABASE OF UNIQUE VOLUNTEER OPPORTUNITIES AND A REGULAR OFFERING OF VOLUNTEER PROJECTS. HANDSON PROVIDES SERVICES THAT HELP VOLUNTEERS DISCOVER THEIR PASSION FOR GIVING BACK, PREPARE AGENCIES TO RECRUIT, TRAIN, AND RETAIN VOLUNTEERS, AND HELP BUSINESSES TO ENGAGE THEIR EMPLOYEES IN MUTUALLY BENEFICIAL COMMUNITY INVOLVEMENT. HANDSON MADE 4,267 VOLUNTEER CONNECTIONS DURING 2010-2011; RECRUITED 215 PARTNER AGENCIES FROM ACROSS MARION, POLK, AND YAMHILL COUNTIES, THAT HAVE POSTED ON THE HANDSON WEB SITE (WWW.HANDSONMWV.ORG) 1,260 UNIQUE OPPORTUNITIES FOR VOLUNTEERS TO GET INVOLVED; AND THROUGH THE HANDSON WEBSITE, REGISTERED 2,552 INDIVIDUALS WHO ARE INTERESTED IN SERVING AS A VOLUNTEER. THE PROGRAM PROVIDED 14 VOLUNTEER MANAGEMENT TRAININGS FOR 193 PARTICIPANTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 81283 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 78254 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1559942 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ZACH SPILLER | NamePerson |
| Telephone Number | 5033631651 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 BLILER AVE NE | AddressLine1 |
| City | SALEM | City |
| State | OR | State |
| ZIP Code | 973015069 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TOMMY PATERSON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| TINA HERNANDEZ | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| SHARI SCOLES | ||||||
| Treasurer | 2.00 | 0 | 0 | 0 | X | |
| RYAN ALLBRITTON | ||||||
| PAST PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| ROGER JORDAN | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MICHELLE PECORA | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MARY PAULSON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MARK FREED | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| KYLE SEXTON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| KEN JUNDT | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| JOCK DALTON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| JEANNETTE MOORE | ||||||
| Vice President | 2.00 | 0 | 0 | 0 | X | |
| JAMES EDMONDS | ||||||
| PRESIDENT ELECT | 2.00 | 0 | 0 | 0 | X | |
| JACK CAYNON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| GLADYS BLUM | ||||||
| Secretary | 2.00 | 0 | 0 | 0 | X | |
| GERRY FRANK | ||||||
| HONorary Dir | 1.00 | X | 0 | 0 | 0 | |
| GAYLE CALDERAZZO | ||||||
| Executive Direc | 40.00 | 69475 | 0 | 9477 | X | |
| DAVE VANBOSSUYT | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| CARRIE CASEBEER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| BUD PIERCE | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| BRUCE WYATT | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| BRAD MOORE | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| BILL WILKSON | ||||||
| President | 2.00 | 0 | 0 | 0 | X | |
| AL DEBACKER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 69475 | TotalReportableCompFromOrg |
| Total Other Compensation | 9477 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 1506647 | FederatedCampaigns |
| All Other Contributions | 189180 | AllOtherContributions |
| Noncash Contributions | 78254 | NoncashContributions |
| Total Contributions | 1695827 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 17104 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17104 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17104 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7086 | TotalRevenueColumn |
| Exclusion | $7,086 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PLEDGE LOSS ESTIMATE ADJ. | 900099 | 238083 | 238083 |
| MISCELLANEOUS INCOME | 900099 | 10259 | 10259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 248342 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1968359 | TotalRevenueColumn |
| Related Or Exempt Function Income | 265446 | RelatedOrExemptFunctionIncome |
| Exclusion | $7,086 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1043316 | Total |
| Program Services | 1043316 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69475 | Total |
| Program Services | 10421 | ProgramServices |
| Management And General | 34738 | ManagementAndGeneral |
| Fundraising | 24316 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402342 | Total |
| Program Services | 278920 | ProgramServices |
| Management And General | 33294 | ManagementAndGeneral |
| Fundraising | 90128 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7991 | Total |
| Program Services | 4830 | ProgramServices |
| Management And General | 1353 | ManagementAndGeneral |
| Fundraising | 1808 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41058 | Total |
| Program Services | 24431 | ProgramServices |
| Management And General | 7738 | ManagementAndGeneral |
| Fundraising | 8889 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47299 | Total |
| Program Services | 29414 | ProgramServices |
| Management And General | 6590 | ManagementAndGeneral |
| Fundraising | 11295 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40623 | Total |
| Program Services | 16118 | ProgramServices |
| Management And General | 18990 | ManagementAndGeneral |
| Fundraising | 5515 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10504 | Total |
| Program Services | 7225 | ProgramServices |
| Management And General | 594 | ManagementAndGeneral |
| Fundraising | 2685 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22904 | Total |
| Program Services | 12528 | ProgramServices |
| Management And General | 3127 | ManagementAndGeneral |
| Fundraising | 7249 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22191 | Total |
| Program Services | 13674 | ProgramServices |
| Management And General | 734 | ManagementAndGeneral |
| Fundraising | 7783 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18759 | Total |
| Program Services | 9155 | ProgramServices |
| Management And General | 2701 | ManagementAndGeneral |
| Fundraising | 6903 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5427 | Total |
| Program Services | 2046 | ProgramServices |
| Management And General | 951 | ManagementAndGeneral |
| Fundraising | 2430 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| SPECIAL EVENTS | 26212 | 236 | 25976 | |
| NONPERSONNEL EXPENSES | 28366 | 15097 | 10453 | 2816 |
| MEMBERSHIP DUES | 27436 | 12303 | 10965 | 4168 |
| Distribution of Donated Goods | 78254 | 78254 | ||
| CAMPAIGN EXPENSES | 13450 | 13450 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4734 | Total |
| Program Services | 1974 | ProgramServices |
| Management And General | 2492 | ManagementAndGeneral |
| Fundraising | 268 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1910341 | Total |
| Program Services | 1559942 | ProgramServices |
| Management And General | 120286 | ManagementAndGeneral |
| Fundraising | 230113 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1094576 | BOY |
| EOY | 1019876 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 637912 | BOY |
| EOY | 715931 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3980 | BOY |
| EOY | 18325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 866315 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 192845 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 689203 | BOY |
| EOY | 673470 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5424 | BOY |
| EOY | 6302 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2431194 | BOY |
| EOY | 2433904 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19140 | BOY |
| EOY | 20793 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274166 | BOY |
| EOY | 217205 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293306 | BOY |
| EOY | 237998 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1928770 | BOY |
| EOY | 2054033 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209118 | BOY |
| EOY | 141873 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2137888 | BOY |
| EOY | 2195906 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2431194 | BOY |
| EOY | 2433904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 58018 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 1464276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1808572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2364040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2462109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1695827 | CurrentTaxYear |
| Total | 9794824 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1464276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1808572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2364040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2462109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1695827 | CurrentTaxYear |
| Total | 9794824 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9794824 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32815 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13826 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7086 | CurrentTaxYear |
| Total | 87210 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 7646 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5495 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10259 | CurrentTaxYear |
| Total | 29103 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9911137 | TotalSupport |
| Public Support Pertcentage170 | 0.98830 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98740 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 190000 | OtherCostOrOtherBasis |
| Book Value | 190000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 616331 | OtherCostOrOtherBasis |
| Depreciation | 156058 | Depreciation |
| Book Value | 460273 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26114 | OtherCostOrOtherBasis |
| Depreciation | 7293 | Depreciation |
| Book Value | 18821 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18472 | OtherCostOrOtherBasis |
| Depreciation | 16169 | Depreciation |
| Book Value | 2303 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15398 | OtherCostOrOtherBasis |
| Depreciation | 13325 | Depreciation |
| Book Value | 2073 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 673470 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AMOUNTS DESIGNATED BY DONORS | $166,577 |
| ACCRUED PAYROLL LIABILITIES | $50,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 217205 | TotalOfAmounts |
| Total Revenue | 1968359 | TotalRevenue |
| Total Expenses | 1910341 | TotalExpenses |
| Excess Or Deficit For Year | 58018 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 58018 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1276164 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 6468 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 6468 | RevenueNotRptdF990 |
| Revenue Subtotal | 1269696 | RevenueSubtotal |
| Other Revenues Not Included | 698663 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 698663 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1968359 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1456229 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 6468 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 6468 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1449761 | ExpensesSubtotal |
| Other Expenses Not Included | 460580 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 460580 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1910341 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 30,2011 or 2010. The United Way follows the provisions of uncertain tax positions as addressed in FASB Accounting Standard Codification 740-10-65-1. The United Way recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. There are no amounts accrued in the financial statements related to uncertain tax positions.The United Way files informational and income tax returns in the United States and various state and local jurisdictions. The United Way's Federal income tax and informational returns for the years ended June 30, 2010, 2009 and 2008 are subject to examination by the Internal Revenue Service, generally for 3 years after the returns were filed. State and local jurisdictions have statutes of limitation that generally range from 3 to 5 years. |
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | AMOUNTS DESIGNATED BY DONORS $460580 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | AMOUNTS DESIGNATED BY DONORS $460580 PLEDGE LOSS ESTIMATE ADJ. $238083 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (34 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| YWCA | ||||||||
| 1255 BROADWAY NE SUITE 110 | SALEM | OR | 97301 | 930386985 | 501(c)(3) | 23000 | 0 | EDUCATION / INCOME |
| YOUTH IMPACTMID VALLEY MENTORS | ||||||||
| 3030 CENTER ST NE | SALEM | OR | 97301 | 205531237 | 501(c)(3) | 17500 | 0 | EDUCATION |
| YAMHILL COUNTY CASA | ||||||||
| 1075 SW CEDARWOOD AVE | MCMINNVILLE | OR | 97128 | 931178086 | 501(c)(3) | 10000 | 0 | HEALTH |
| YAMHILL COMMUNITY ACTION PARTNERSHIP | ||||||||
| PO BOX 621 | MCMINNVILLE | OR | 97128 | 930758732 | 501(c)(3) | 19000 | 0 | INCOME |
| WEST VALLEY COMM SVCS | ||||||||
| GRAND SHERAMINA COMM SERVICES | SHERIDAN | OR | 97378 | 931243568 | 501(c)(3) | 10000 | 0 | HEALTH |
| VORP | ||||||||
| 976 SE HAYTER | DALLAS | OR | 97338 | 930873123 | 501(c)(3) | 6000 | 0 | HEALTH |
| THE SALVATION ARMY | ||||||||
| PO BOX 7047 | SALEM | OR | 97303 | 941156347 | 501(c)(3) | 17500 | 0 | INCOME |
| ST JOSEPH SHELTER | ||||||||
| 925 S MAIN ST | MT ANGEL | OR | 97362 | 930387331 | 501(c)(3) | 12500 | 0 | INCOME |
| ST FRANCIS SHELTER | ||||||||
| 1820 BERRY STREET SE | SALEM | OR | 97302 | 930943539 | 501(c)(3) | 6000 | 0 | INCOME |
| SKYBALL | ||||||||
| 3295 TRIANGLE DR SE STE 200 | SALEM | OR | 97302 | 931199079 | 501(c)(3) | 8500 | 0 | EDUCATION |
| SILVERTON AREA COMMUNITY AID | ||||||||
| 421 S WATER ST | SILVERTON | OR | 97381 | 930884237 | 501(c)(3) | 10000 | 0 | INCOME |
| SALEM KEIZER COALITION FOR EQUAL | ||||||||
| PO BOX 4296 | SALEM | OR | 97302 | 651203900 | 501(c)(3) | 12500 | 0 | EDUCATION |
| SABLE HOUSE | ||||||||
| PO BOX 783 | DALLAS | OR | 97338 | 931122800 | 501(c)(3) | 17500 | 0 | HEALTH |
| NORTHWEST HUMAN SERVICES | ||||||||
| 681 CENTER STREET NE | SALEM | OR | 97301 | 930605570 | 501(c)(3) | 34000 | 0 | INCOME / HEALTH |
| MID-WILLAMETTE VALLEY COMM ACTION AGENCY | ||||||||
| 2475 CENTER STREET NE | SALEM | OR | 97301 | 237056987 | 501(c)(3) | 17500 | 0 | INCOME |
| MID-VALLEY WOMENS CRISIS SERVICE | ||||||||
| 795 WINTER STREET NE | SALEM | OR | 97301 | 510141214 | 501(c)(3) | 22500 | 0 | EDUCATION / HEALTH |
| MARION COUNTY CASA | ||||||||
| PO BOX 12765 | SALEM | OR | 97309 | 810583065 | 501(c)(3) | 16000 | 0 | HEALTH |
| MANO A MANO | ||||||||
| 2921 SADDLE CLUB ST SE 1009 | SALEM | OR | 97317 | 930992858 | 501(c)(3) | 15000 | 0 | EDUCATION |
| LUTHERAN COMMUNITY SERVICES | ||||||||
| 819 NE HWY 99W STE B | MCMINNVILLE | OR | 97128 | 930386860 | 501(c)(3) | 6000 | 0 | HEALTH |
| LIBERTY HOUSE | ||||||||
| PO BOX 2613 | SALEM | OR | 97308 | 931236936 | 501(c)(3) | 10000 | 0 | HEALTH |
| JUNTOS PODEMOS | ||||||||
| 7690 SW MOHAWK ST BLDG K | TUALATIN | OR | 97062 | 521039368 | 501(c)(3) | 32500 | 0 | INCOME / HEALTH |
| HOUSE OF ZION MINISTRIES | ||||||||
| 1430 E CLEVELAND ST | WOODBURN | OR | 97071 | 930871543 | 501(c)(3) | 17500 | 0 | INCOME |
| HELPING HANDS | ||||||||
| 1444 LIBERTY ST SE | SALEM | OR | 97302 | 930861491 | 501(c)(3) | 6500 | 0 | INCOME |
| GARTEN SERVICES | ||||||||
| PO BOX 7310 | SALEM | OR | 97303 | 930582004 | 501(c)(3) | 12000 | 0 | HEALTH |
| FARMWORKER HOUSING DEVELOP CORP | ||||||||
| 1274 FIFTH ST STE 1-A | WOODBURN | OR | 97071 | 931055994 | 501(c)(3) | 22500 | 0 | EDUCATION |
| FAMILY BUILDING BLOCKS | ||||||||
| 2425 LANCASTER DR NE | SALEM | OR | 97305 | 931233373 | 501(c)(3) | 20000 | 0 | EDUCATION / HEALTH |
| FAITH IN ACTION | ||||||||
| 310 VILLA ROAD SUITE 110 | NEWBERG | OR | 97132 | 930889144 | 501(c)(3) | 8000 | 0 | INCOME / HEALTH |
| EASTER SEALSCHILDRENS GUILD | ||||||||
| PO BOX 5193 | SALEM | OR | 97304 | 930386885 | 501(c)(3) | 20000 | 0 | HEALTH |
| DIRECT DESIGNATIONS TO VARIOUS | ||||||||
| NONPROFIT ORGANIZATIONS | VARIOUS | OR | 99999 | 999999999 | 501(c)(3) | 460580 | 0 | PROGRAM SUPPORT |
| CHEHALEM YOUTH & FAMILY SERVICES | ||||||||
| PO BOX 636 | NEWBERG | OR | 97132 | 930764541 | 501(c)(3) | 6500 | 0 | EDUCATION / HEALTH |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| PO BOX 20400 | SALEM | OR | 97307 | 930903773 | 501(c)(3) | 15000 | 0 | EDUCATION / HEALTH |
| BOYS & GIRLS CLUB OF SALEM | ||||||||
| 1395 SUMMER STREET NE | SALEM | OR | 97301 | 930581470 | 501(c)(3) | 27500 | 0 | EDUCATION |
| AMERICAN RED CROSS | ||||||||
| 675 ORCHARD HEIGHTS RD NW STE 200 | SALEM | OR | 97304 | 530196605 | 501(c)(3) | 20000 | 0 | EDUCATION / INCOME |
| 211INFO | ||||||||
| 1435 NE 81ST AVE STE 100 | PORTLAND | OR | 97213 | 930784586 | 501(c)(3) | 37736 | 0 | EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 34 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contribs Rptd F990 | 78254 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | BOARD MEMBERS BRAD AND JEANETTE MOORE ARE HUSBAND AND WIFE. |
| 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 $75,854 IN NEW GOODS TO 28 AGENCIES IN THE MID-WILLAMETTE VALLEY |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITY BUILD 2008 LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 BLILER AVE NE | AddressLine1 |
| City | SALEM | City |
| State | OR | State |
| ZIP Code | 973015069 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOME CONSTRUCTION - SALES PROCEEDS TO PROVIDE SUPPORT | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| EOY Assets | 65000 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MWV | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments