2026-05-15T15:44:08-05:00 2025-06-30 582487348 Aprio Advisory Group LLC 3 Centerpointe Dr 300 Lake Oswego OR 97035 990 2024-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032269321 619 Sw 11th Avenue Portland OR 972052646 Kelly O'Lague President/CEO 5032269321 2026-05-15 1 1 Nathan Stamets P01931251 5032205900 2026-05-15 2024 2025-03-06 01:10:19Z Kelly O'Lague 619 Sw 11th Avenue Portland OR 972052646 27723934 0 X www.unitedway-pdx.org X 1952 OR Our mission is to improve lives by mobilizing the caring power of our communities to advance equity and the common good. United Way of the Columbia-Willamette brings together people, resources, and ideas to build a region where every person in every community can thrive. 14 14 59 4703 0 0 23608657 25859979 105520 9572 1471852 1113860 101921 3568 25287950 26986979 16981823 19783938 0 0 5380267 6057982 0 0 1854130 2996869 3589675 25358959 29431595 -71009 -2444616 41738713 43124140 3665164 4862125 38073549 38262015 X At United Way of the Columbia-Willamette (UWCW), we envision an Oregon and Southwest Washington where every child and family - regardless of geography, race, or family incomehas a stable foundation and access to the resources and support necessary to thrive.Grounded in the needs and lived experiences of people in our region, we believe that early and consistent support for families reduces childhood trauma, improves educational outcomes, increases economic mobility, and strengthens communities. In response to growing datasets that highlight the challenges ALICE households face (Asset Limited, Income Constrained, Employed), our work is increasingly focused on supporting individuals and families who earn above the federal poverty line yet still struggle to afford life's basic necessities. 0 0 13819051 13227952 Housing StabilityAs rising costs of living, housing insecurity, and fragmented support systems place undue pressure on families across our region, United Way of the Columbia-Willamette (UWCW) works to prevent homelessness and promote long-term housing stability.In the past year, UWCW strengthened our efforts through Eviction Legal Defense, Health-Related Social Needs, and the Resilient Families Fund, helping more than 6,700 households avoid displacement and/or remain securely housed. (See continuation on Schedule O). Eviction Legal Defense: Since 2023, this program has helped more than 4,000 households (~10,000 individuals), providing critical legal support to renters facing housing instability. In the last year alone, the program provided $1.8M in financial assistance to low-income renters in Portland facing eviction. Additionally, the Eviction Legal Defense program played a crucial role in crafting Oregon HB2001 and new tenant protections. Health-Related Social Needs: Through our regional partnership with CareOregon and 23 service providers, more than 2,500 households have received coordinated rent and utility assistance paired with case management and stabilization services. Resilient Families Fund: UWCW's flexible, low-barrier assistance fund has helped 225 households (representing 535 individuals) stay housed, cover essentials and build long-term stability. Ninety percent of participating households remained stably housed six months after receiving support. 8091599 4687553 Coalition/ConveningBuilt on longstanding trust and partnership, United Way of the Columbia-Willamette (UWCW) is uniquely positioned to convene local leaders and community members with lived experience around a shared vision for a stronger Oregon and Southwest Washington. These robust partnerships have united leaders and programs across sectors to effectively deploy resources and deliver impact at scale. (See continuation on Schedule O). Youth Opportunity: Convened organizations and supported programs that connected more than 12,000 children to early learning resources and services, placed 1,180 young children in high-quality Preschool Promise programs, and helped provide more than 13,000 children with monthly books through a strategic partnership with Dolly Parton's Imagination Library. Community Resiliency: $302,000 in grants were distributed to 33 disaster resilience organizations statewide through UWCW's Disaster Resilience Learning Network. Over the past two years, UWCW has also expanded its role beyond a direct service facilitator to a strategic funder through initiatives like our Community Grants and the Joint Office of Homeless Services (JOHS) Organizational Health Grant Program. Community Grants: $1.5 million granted to 50+ grassroots organizations prioritizing investment in BIPOC- and immigrant-led organizations. JOHS Organization Health Grant Program: Since 2024, the program has strengthened workforce stability across the homelessness response system by supporting 61 organizations, 88% of which achieved staff retention rates of 60% or higher. 364302 13140 Volunteerism For nearly 30 years, Hands On of Greater Portland (HOP) has connected volunteers to meaningful projects that strengthen Portland: mentoring youth, providing care to our most vulnerable, supporting literacy, and protecting the environment. Through the HOP program, United Way of the Columbia-Willamette links volunteers with local service opportunities and helps nonprofit organizations engage volunteers who are ready to make a difference. Hours given to volunteerism: 7,500 Number of volunteers: 4,703 Number of projects: 1,414 Number of non-profit agencies that we served: 85 2985348 1868433 Community Investment: UWCW awarded 32 grants to local organizations supporting Civic Engagement and Advocacy.Donor Choice - UWCW offers donor the opportunity to designate their gift directly to 501 (3) organizations of their choice. Donations given through United Way provide support to a wide variety of nonprofits and help keep fundraising cost low for these organizations as well as increasing philanthropy within the community. 2985348 1868433 25260300 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 42 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X Kori Gregg 5032269321 619 Sw 11th Avenue Portland OR 972052646 Mihir Patel Chair 1.00 X X 0 0 0 Ashlee Irwin Vice-Chair 1.00 X X 0 0 0 Isaac Cardona Secretary 1.00 X X 0 0 0 Deborah Dang Treasurer 1.00 X X 0 0 0 Tichelle Sorensen Director 1.00 X 0 0 0 Mary Kay Sosa Director 1.00 X 0 0 0 Jonathan Wells Director 1.00 X 0 0 0 Yves Labisierre PhD Director 1.00 X 0 0 0 Staci B Martin EdD Director 1.00 X 0 0 0 Mari F McBurney Director 1.00 X 0 0 0 Jose Luis Nava Director 1.00 X 0 0 0 Susan Stearns MBA MA Director 1.00 X 0 0 0 Kelly O'Lague President/CEO 50.00 X 301269 0 20028 Kori Dye-Gregg Chief Operating Officer 50.00 X 205443 0 23956 Dahnesh Medora Chief Impact Officer 50.00 X 185795 0 21229 Aaron McKay Sr Director IT 50.00 X 150186 0 25721 Mark Tucker Chief Strategy Officer 50.00 X 40020 0 1650 Elizabeth Thornton Controller 50.00 X 122964 0 22595 Begona Rodriguez-Liern Early Learning Director 50.00 X 123601 0 14636 Michelle House Director Gift Processing 50.00 X 111346 0 23519 Linda King Sr Director Housing Stability 50.00 X 117806 0 14404 Diana Fischetti Regional Executive Director 50.00 X 121285 0 10643 1479715 0 178381 14 0 1 0 Dakin Ventures Consulting Group 1121 Palomares Court Lafayette CA 94549 Consulting 124962 1 21777304 4082675 25859979 Service fees 900099 9572 9572 9572 1100815 1100815 750000 736955 13045 13045 13045 Other 900099 3568 3568 3568 26986979 13140 0 1113860 16727484 16727484 3056454 3056454 1034521 380029 472972 181520 3802161 2350739 537138 914284 52864 32332 7125 13407 771134 410178 178202 182754 397302 207175 98346 91781 129556 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750000 4231979 435279 15787 4651471 3712917 266936 375843 123717 4231979 3585054 246226 118363 3712917 4471607 -674454 212099 3585054 3663067 813004 4464 4471607 0.04000 0.48000 0.48000 1 0 295333 295333 4708596 3300575 1408021 1156955 171045 985910 2689264 Part V, Line 4: To provide a predictable stream of income for program operations. 1 High Desert Education Service District 2804 SW 6th St Redmond OR 97756 900619844 170(c)(1) 26651 0 Central Oregon Grants/ Community Investment Grants Cully Black Resource Network 401 NE 19th Ave 200 Portland OR 97232 474961575 501(c)3 25000 0 Community Strengthening Grants Doulas Latinas International 620 NW 8th St Gresham OR 97030 770661661 501(c)3 25000 0 Community Strengthening Grants Oregon Expungement Relief 4332 SE 79th Ave Portland OR 97206 501(c)3 25000 0 Community Strengthening Grants Oregon Somali Bravaness Community 10175 SW Barbur Blvd Suite 317B Portland OR 97219 862865479 501(c)3 25000 0 Community Strengthening Grants Shelter Now 6214 SE 15th Ave Portland OR 97202 923073909 501(c)3 25000 0 Community Strengthening Grants Torus 5859 SE 92nd Ave Apt 301 Portland OR 97266 843045861 501(c)3 25000 0 Community Strengthening Grants Douglas Education Service District 1409 NE Diamond Lake Blvd 110 Roseburg OR 97470 930854699 501(c)3 24000 0 Early Learning Exp Future Prairie 1650 NW 21st Ave 511 Portland OR 97209 833289341 501(c)3 15000 0 Community Investment Grants Shepherd's House Ministries PO Box 5484 Bend OR 97708 753207723 501(c)3 11000 0 Central Oregon Grants The Giving Plate Inc 1212 NE 1st Street Bend OR 97701 800553186 501(c)3 6300 0 Central Oregon Grants Boys & Girls Clubs of Bend 500 NW Wall St Bend OR 97703 931127536 501(c)3 6000 0 Central Oregon Grants Society of St Vincent de Paul LaPine PO Box 1008 La Pine OR 97739 205351113 501(c)3 6000 0 Central Oregon Grants Society of St Vincent de Paul Redmond Conference PO Box 1477 Redmond OR 97756 205756204 501(c)3 6000 0 Central Oregon Grants St Vincent de Paul Bend- St Francis PO Box 1011 Bend OR 97709 205953011 501(c)3 6000 0 Central Oregon Grants American Red Cross of Northwest Oregon Chapter 3131 N Vancouver Ave Portland OR 97227 131962771 501(c)3 8478 0 Donor Choice Mental Health Association of Portland PO Box 3641 Portland OR 97208 200138570 501(c)3 528108 0 JOHS Housing Grants Samoa Pacific Development Corporation 7820 NE Holman StB1 Portland OR 97218 200237410 501(c)3 25000 0 Community Strengthening Grants Rose Haven CIC PO Box 10405 Portland OR 97296 205922682 501(c)3 52876 0 JOHS Housing Grants Friends of Tryon Creek State Park 11321 S Terwilliger Blvd Portland OR 97219 237079356 501(c)3 17500 0 Community Investment Grants The Native American Rehabilitation Assoc of the NW Inc 1776 SW Madison St Portland OR 97205 237098400 501(c)3 147811 0 JOHS Housing Grants Native American Rehabilitation Assoc of the Northwest Inc 1776 SW Madison St Portland OR 97205 237098400 501(c)3 17712 0 Community Investment Grants Best Friends Animal Society Attn Rebecca Sarrells5001 Angel Canyon Road Kanab UT 84741 237147797 501(c)3 5329 0 Donor Choice Janus Youth Programs Inc 738 NE Davis St Portland OR 97232 237345990 501(c)3 96311 0 JOHS Housing Grants Labor's Community Service Agency Inc 9955 SE Washington StSuite 301 Portland OR 97216 237393223 501(c)3 10266 0 Sponsorship/Scholarship Voz Workers Rights Education Project 330 SE 11th Ave Portland OR 97214 261357376 501(c)3 18519 0 Community Investment Grants Oregon Latino Health Coalition 245 S Bancroft St Suite E Portland OR 97239 261530127 501(c)3 25000 0 Community Strengthening Grants Rahab's Sisters PO Box 90234 Portland OR 97290 261675500 501(c)3 27326 0 JOHS Housing Grants Straightway Services 8900 NE Vancouver Way Portland OR 97211 263494129 501(c)3 40101 0 JOHS Housing Grants Path Home 6220 SE 92nd Ave Portland OR 97266 263967833 501(c)3 84334 0 JOHS Housing Grants North Star Collaborative Foundation 733 SW Oak St Suite 200 Portland OR 97215 270445381 501(c)3 25000 0 Community Strengthening Grants SELF- Support for Early Learning & Families 12214 SE Mill Plain BlvdSuite 203 Vancouver WA 98684 271423723 501(c)3 26000 0 Community Strengthening Grants Sunshine Division Inc 687 N Thompson Portland OR 97227 271423723 501(c)3 5573 0 Donor Choice Community Alliance of Tenants PO Box 11176 Portland OR 97211 311571929 501(c)3 25000 0 Community Strengthening Grants Next Up 1001 SE Water Ave Suite 460 Portland OR 97214 320073649 501(c)3 40000 0 Community Investment Grants & Community Strengthening grants Carbon Caring for Kids c/o Marcy Loveless1551 West 360 North Price UT 84501 320518977 501(c)3 21045 0 Donor Choice Oregon Futures Lab Education FundTides Foundation Tides FoundationPO Box 29903 San Francisco CA 94129 331607173 501(c)3 25000 0 Community Strengthening Grants Brown Girl Rise 7707 SE 70th Ave Portland OR 97206 372007571 501(c)3 25000 0 Community Strengthening Grants Trash for Peace 5006 NE 35th Pl Portland OR 97211 454715889 501(c)3 139836 0 JOHS Housing Grants HTC Race Series 7236 SW Durham Rd Suite 800 Portland OR 97224 460996697 other 19500 0 Sponsorship/Scholarship Rockwood CDC 4233 SE 182nd Gresham OR 97030 461475038 501(c)3 89425 0 JOHS Housing Grants Living Islands Non- Profit PO Box 366 Lake Oswego OR 97034 462626255 501(c)3 67500 0 Community Investment Grants The 4th Dimension Recovery Center 11010 SE Division St Ste 300 Portland OR 97266 462702985 501(c)3 121861 0 JOHS Housing Grants Clark County Latino Youth Leadership 17704 NE 110th Ave Battle Ground WA 98604 463764546 501(c)3 25000 0 Community Strengthening Grants Oregon Community Health Workers Association 510 SW 3rd Ave Box 4 Portland OR 97204 464952693 501(c)3 499111 0 Early Learning Exp Legacy Health Foundation PO Box 4500 Unit 96 Portland OR 97208 465562403 501(c)3 6035 0 Donor Choice The Blueprint Foundation c/o Derron Coles2020 Lloyd Center Portland OR 97232 472091648 501(c)3 25087 0 Community Investment Grants & Community Strengthening grants El Programa Hispano Catolico 333 SE 223rd St Ste 100 Gresham OR 97030 472845537 501(c)3 293047 0 JOHS Housing Grants Do Good Multnomah 7809 NE Everett St Portland OR 97213 473934102 501(c)3 804049 0 JOHS Housing Grants Outside the Frame 800 NW 6th Ave Suite 355 Portland OR 97209 474159875 501(c)3 27326 0 JOHS Housing Grants Bradley Angle House Inc 5432 N Albina Ave Portland OR 97217 510188664 501(c)3 65651 0 JOHS Housing Grants Central City Concern 523 NW Everett St Portland OR 97209 651163344 501(c)3 1368516 0 JOHS Housing Grants Latino Network 410 NE 18th Ave Portland OR 97232 731675402 501(c)3 128735 0 JOHS Housing Grants & Community Investment Grants & Community Strengthening grants Primary Children's Hospital - Salt Lake 100 Mario Capecchi Dr Salt Lake City UT 84113 752792911 501(c)3 12489 0 Donor Choice Journey Theater Arts Group 1400 NE 136th Ave Ste 201 Vancouver WA 98684 800034950 501(c)3 6000 0 Donor Choice APANO 8818 SE Division St Portland OR 97206 800252850 501(c)3 40510 0 Community Investment Grants Family Forward Oregon 3934 NE Martin Luther King Jr Blvd Suite 204 Portland OR 97212 800436735 501(c)3 25000 0 Community Strengthening Grants Transcending Hope PO Box 584 Hillsboro OR 97123 800455845 501(c)3 40101 0 JOHS Housing Grants Bridgetown Church 2120 NE Tillamook St Portland OR 97212 811992757 501(c)3 33928 0 Donor Choice The Marie Equi Institute 6426 NE Rodney Ave Portland OR 97211 813390559 501(c)3 27326 0 JOHS Housing Grants Ehtiopian and Eritrean Cultural 1515 SE 122nd Ave Suite 1509A Portland OR 97233 822848405 501(c)3 25000 0 Community Strengthening Grants Fourth Plain Forward 5107 E 4th Plain Blvd Vancouver WA 98661 822923189 501(c)3 50000 0 Community Strengthening Grants African Refugee Immigrant Organization 7535 NE Glisan St Portland OR 97213 823421901 501(c)3 25000 0 Community Strengthening Grants Albina Vision Trust Inc PO Box 5124 Portland OR 97208 823733402 501(c)3 25000 0 Community Strengthening Grants Portland Street Medicine 2717 NE Broadway St Portland OR 97232 824209837 501(c)3 37658 0 JOHS Housing Grants United Way of Southwest Wyoming 510 South Main St Rock Springs WY 82901 830233314 501(c)3 73575 0 Donor Choice HereTogether Center for Homeless Research PO Box 11510 Portland OR 97211 830984408 501(c)3 25000 0 Community Strengthening Grants Black Community of Portland 202 SE 181st Ste 202 Gresham OR 97233 831369967 501(c)3 27326 0 JOHS Housing Grants Stone Soup PDX 306 NW Broadway Portland OR 97209 832501091 501(c)3 27326 0 JOHS Housing Grants Wyoming Food Bank of the Rockies PO Box 1540 Evansville WY 82636 840772672 501(c)3 6490 0 Donor Choice Housing Connector 1301 5th Ave Suite 1500 Seattle WA 98101 842100263 501(c)3 27326 0 JOHS Housing Grants Hygiene4All 1327 SE Spokane St Portland OR 97202 843785530 501(c)3 27497 0 JOHS Housing Grants Participatory Budgeting Oregon 6025 N Vancouver Ave Unit B Portland OR 97217 844584551 501(c)3 25000 0 Community Strengthening Grants East County Rising Community Projects PO Box 1785 Gresham OR 97030 850562671 501(c)3 15000 0 Community Investment Grants Beacon Village 621 NE 76th Ave Portland OR 97213 850671363 501(c)3 27326 0 JOHS Housing Grants Equitable Giving Circle 4212 NE Prescott Portland OR 97218 850874463 501(c)3 25893 0 Community Investment Grants Cultivate Initiatives 14625 SE Stark St Portland OR 97233 851311305 501(c)3 185736 0 JOHS Housing Grants All Good Northwest 1300 SE Stark St Suite 211 Portland OR 97214 862296287 501(c)3 349257 0 JOHS Housing Grants LULAC Oregon 2957 SE Brookwood Ave Hillsboro OR 97123 862345057 501(c)3 25000 0 Community Strengthening Grants WeShine 3439 NE Sandy Blvd 525 Portland OR 97232 863660280 501(c)3 32436 0 JOHS Housing Grants Utah Food Bank 3150 South 900 West Salt Lake City UT 84119 870212453 501(c)3 10122 0 Donor Choice United Way of Salt Lake 257 East 200 SouthSuite 300 Salt Lake City UT 84111 870227091 501(c)3 27249 0 Donor Choice Humane Society of Utah 4242 South 300 West Murray UT 84107 870256350 501(c)3 5168 0 Donor Choice United Way of Eastern Utah 81 North 200 East Price UT 84501 870374334 501(c)3 29096 0 Donor Choice Raices de Bienestar 2920 SE Brookwood Ave Suite A Hillsboro OR 97123 873645309 501(c)3 42500 0 Community Investment Grants & Community Strengthening grants Greater New Hope Family Services LLC 7225 NE 6th Ave Portland OR 97211 881275831 501(c)3 180626 0 JOHS Housing Grants Somali Empowerment Circle 8120 N Interstate Ave Unit 204 Portland OR 97217 881785129 501(c)3 27326 0 JOHS Housing Grants Helping Hands PO Box 413 Seaside OR 97138 911275046 501(c)3 103976 0 JOHS Housing Grants NAACP of Vancouver Washington PO Box 1903 Vancouver WA 98668 911333554 501(c)3 25000 0 Community Strengthening Grants Future Generations Collaborative 935 NE 33rd Ave Portland OR 97232 920293860 501(c)3 125000 0 Early Learning Exp & Community Strengthening Grants Catholic Charities 2740 SE Powell Blvd Portland OR 97202 930386801 501(c)3 111641 0 JOHS Housing Grants Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97211 930386880 501(c)3 6781 0 Donor Choice Camp Fire Columbia 1411 SW Morrison St Suite 300 Portland OR 97205 930386901 501(c)3 6841 0 Donor Choice YWCA of Greater Portland PO Box 4587 Portland OR 97208 930386984 501(c)3 83476 0 JOHS Housing Grants & Community Investment Grants The Urban League of Portland 10 N Russell St Portland OR 97227 930395590 501(c)3 238401 0 JOHS Housing Grants & Sponsorship/Scholarship & Community Investment Grants Volunteers of America of Oregon Inc 3910 SE Stark St Portland OR 97214 930395591 501(c)3 185736 0 JOHS Housing Grants Friendly House Inc 2617 NW Savier St Portland OR 97210 930524232 501(c)3 14436 0 Donor Choice Outside In 1132 SW 13th Ave Portland OR 97205 930567549 501(c)3 326464 0 JOHS Housing Grants College Housing Northwest 200 SW Market St Suite 575 Portland OR 97201 930578172 501(c)3 27326 0 JOHS Housing Grants Transition Projects Inc 665 NW Hoyt Street Portland OR 97209 930591582 501(c)3 806604 0 JOHS Housing Grants Metropolitan Public Defender 101 SW Main St Suite 1100 Portland OR 97204 930591637 501(c)3 65651 0 JOHS Housing Grants The Next Door Inc 965 Tucker Rd Hood River OR 97031 930600421 501(c)3 17500 0 Community Investment Grants Ecumenical Ministries of OR 245 S Bancroft St Suite B Portland OR 97239 930625359 501(c)3 27326 0 JOHS Housing Grants Northwest Pilot Project Inc 1430 SW Broadway Ste 200 Portland OR 97201 930635871 501(c)3 93756 0 JOHS Housing Grants Good Shepherd Community Church 28986 SE Haley Rd Boring OR 97009 930683235 501(c)3 5577 0 Donor Choice New Narrative 8915 SW Center Street Tigard OR 97223 930685734 501(c)3 824489 0 JOHS Housing Grants Raphael House of Portland 4110 SE Hawthorne 503 Portland OR 97214 930710963 501(c)3 124538 0 JOHS Housing Grants Northeast Coalition of Neighborhoods 4815 NE 7th Ave Portland OR 97211 930714716 501(c)3 25000 0 Community Strengthening Grants 211 Info Inc 7535 NE Ambassador Pl Suite B Portland OR 97220 930784586 501(c)3 45211 0 JOHS Housing Grants Operation Nightwatch- Portland PO Box 4005 Portland OR 97208 930805248 501(c)3 27326 0 JOHS Housing Grants Immigrant and Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 187961 0 JOHS Housing Grants & Community Investment Grants Worksystems Inc 1618 SW 1st Ave Suite 450 Portland OR 97201 930857426 501(c)3 52876 0 JOHS Housing Grants Innovative Housing Inc 219 NW 2nd Ave Portland OR 97209 930877440 501(c)3 29881 0 JOHS Housing Grants Cascade AIDS Project 520 NW Davis St Ste 215 Portland OR 97209 930903383 501(c)3 125326 0 Community Investment Grants & JOHS Housing Grants New Avenues for Youth 1220 SW Columbia Street Portland OR 97201 930910213 501(c)3 372890 0 JOHS Housing Grants Our Just Future 10550 NE Halsey St Portland OR 97220 930977166 501(c)3 418242 0 JOHS Housing Grants Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)3 93756 0 JOHS Housing Grants JOIN 1435 NE 81st Ave Portland OR 97213 931090005 501(c)3 119306 0 JOHS Housing Grants Children's Institute 1500 SW First Avenue Suite 750 Portland OR 97201 931095351 501(c)3 25000 0 Community Strengthening Grants Native American Youth and Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)3 156458 0 JOHS Housing Grants & Community Investment Grants Community Partners For Affordable Housing 6380 SW Capitol Hwy 151 Portland OR 97239 931155559 501(c)3 27326 0 JOHS Housing Grants The Library Foundation Inc 620 SW 5th Ave Suite 1025 Portland OR 97204 931190983 501(c)3 135032 0 Early Learning Exp Oregon Law Center 621 SW Morrison Suite 1450 Portland OR 97205 931194564 501(c)3 57986 0 JOHS Housing Grants Oregon Food Bank 7900 NE 33rd Dr Portland OR 97211 931229766 501(c)3 8140 0 Donor Choice Street Roots 211 NW Davis st Portland OR 97209 931271399 501(c)3 41212 0 JOHS Housing Grants Beyond Toxics PO Box 1106 Eugene OR 97440 931294227 501(c)3 17500 0 Community Investment Grants Multnomah County (DCHS) SUN Service System421 SW Oak St Ste 240 Portland OR 97204 936002309 115(1) 1565638 0 Early Learning Exp Washington County HHS Suite 270 MS 25155 N First Ave Hillsboro OR 97124 936002316 115(1) 1297054 0 Early Learning Exp Blanchet House 310 NW Glisan St Portland OR 97209 936031009 501(c)3 52876 0 JOHS Housing Grants Call To Safety PO Box 42610 Portland OR 94242 936094804 501(c)3 40101 0 JOHS Housing Grants The Salvation Army a California Corporation 8495 SE Monterey Ave Happy Valley OR 97086 941156347 501(c)3 428462 0 JOHS Housing Grants Community Initiatives 1000 Broadway Suite 480 Oakland CA 94607 943255070 501(c)3 25000 0 Community Strengthening Grants NW Natural Attn Treasury PO Box 6017 Portland OR 97228 946076144 Other 196348 0 GAP Rent assistance 535 3056454 Part I, Line 2: Program Grants: As a condition for receiving grant funds, grantees are required to submit: 1) a funding agreement signed by the organization's board president and the chief executive officer; 2) organization's anti-discrimination policy; 3) certification stating that United Way funds will be used in compliance with all applicable anti-terrorism financing and asset control laws, statutes and executive orders; and 4) organizations with annual budgets over $500,000, an annual audit, and organizations with budgets under $500,000, an annual financial review. In addition grantees submit an annual work plan that reflects: 1) goals and objectives of the funded project with specific deliverables and milestones; 2) an evaluation plan to measure accomplishment of the goals and objectives; and 3) budget of expenses for staffing, equipment, training and other program needs related to project goals and objectives. Progress reports are required every 6 months to determine that grantees are implementing the program according to this work plan, achieving the goals of the program and spending United Way funds according to the project budget. Monitoring includes semi-annual progress report reviews, annual site visits, and formal program review. Technical assistance is provided to bring programs into compliance regarding the terms of the funding agreement, the program budget, management, implementation and/or achievement of project goals. United Way reserves the right to conduct additional reviews of a funded project at any time during the funding year. Organizations are required to return to United Way any funds paid to the organization which may no longer be used for their intended purposes as outlined in the work plan. United Way may authorize deferment of payment whenever required reports are not submitted, requested additional information is not submitted and/or for repeated non-compliance with terms of the funding agreement. Upon presentation of information regarding alleged fiscal mismanagement, serious financial concerns that impact the project's performance, significant deficiencies in service delivery, and/or non-compliance with the terms of the funding agreement, the Community Impact Cabinet may recommend cancellation of the funding agreement. Cancellation of the funding agreement is the responsibility of the United Way Board of Directors. Amounts Designated by Donors: United Way of the Columbia-Willamette honors donor intent, including requests to fund specific nonprofit organizations that meet the IRS qualification of a tax exempt charitable organization. X X X X 0 0 0 0 0 0 0 0 0 Kelly O'Lague President/CEO 265989 0 35280 0 0 0 9012 0 11016 0 321297 0 0 0 Kori Dye-Gregg Chief Operating Officer 205443 0 0 0 0 0 6323 0 17633 0 229399 0 0 0 Dahnesh Medora Chief Impact Officer 185795 0 0 0 0 0 4934 0 16295 0 207024 0 0 0 Aaron McKay Sr Director IT 150186 0 0 0 0 0 6745 0 18976 0 175907 0 0 0 Form 990, Part III, Line 1 At United Way of the Columbia-Willamette, we have a simple, ambitious vision: invest in our region's kids so they are free from poverty and free to reach their potential. We have been bringing our community to do good for more than 100 years. We are uniquely positioned to connect and support the people, nonprofits, businesses and government agencies working hard to address poverty in our region. Leveraging our capacity as a convener and our trusted brand as an influencer, we focus on where the need is the greatest and identify and scale what works. Together we are making schools, families and communities stronger for the children of our region. Schools: We are working to ensure that children, from pre-school through graduation, get the support they need to stay in school and succeed so they can enter college or the workforce ready to thrive and contribute. Families: We are helping families meet basic needs and have a stable foundation so children can focus in school. Communities: We are activating the village. We mobilize over 4,000 volunteers a year by connecting them to projects that directly support youth in our region. Together, we can make our region a better place for everyone. United is the way! Learn more about our mission and what we do at: https://www.unitedway-pdx.org Form 990, Part VI, Section B, line 11b The IRS Form 990 is electronically sent to all Finance Committee members and reviewed at the Finance Committee meeting. Once reviewed by the Finance Comittee, the 990 is electronically sent to all board members for review. The 990 is then submitted to the IRS and posted to the UWCW website. Form 990, Part VI, Section B, line 12c The United Way of the Columbia-Willamette's Code of Ethics certification and a Conflict of Interest disclosure are completed and signed annually by all Board members, committee members, and staff on an annual basis. Tracking is in place to ensure compliance and these forms are reviewed by the HR Director. A summary of conflicts of interest are provided to the President and Board Chair annually. Board and Committee members do not participate in discussions or vote on matters where they have a conflict. Form 990, Part VI, Section B, line 15 The Human Resources Director at United Way of Columbia-Willamette conducts a salary survey every other year. Salary data from United Way World Wide, direct contact with United Ways of similar size, 990 salary data, local non-profit surveys, and other job specific information from the Portland metro area are analyzed. Staff salaries and salary survey data are reviewed by the UWCW leadership team to ensure that each position falls within the appropriate salary range. The Board of Directors reviews the compensation of organization officers. Form 990, Part VI, Section C, line 19 United Way of Columbia-Willamettes governing documents, code of ethics, conflict of interest policy, and anti-discrimination policy are available upon request. The audited financial statements, IRS Form 990, and the Annual Report are available on the website. Form 990, Part XI, line 9: Change in value of perpetual trusts 49,339. Form 990, Part XII, Line 2b The organization's independent audit for the fiscal year ended June 30, 2025, was in process and had not been completed as of the date this return was filed. The financial information reported on this Form 990 was prepared from the organization's books and records.