2023-12-19T12:23:12-06:00 2023-06-30 910189318 MOSS ADAMS LLP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2022-07-01 930576632 UNITED WAY OF JACKSON COUNTY INC UNIT 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 5417735339 2023-12-11 1 DEE ANNE EVERSON 999009999 0 APRIL STITH P01245039 5418571040 2023-12-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEE ANNE EVERSON 60 HAWTHORNE STREET MEDFORD OR 97504 3282332 0 X WWW.UNITEDWAYOFJACKSONCOUNTY.ORG X 1969 OR MOBILIZING CARING TO AFFECT CHANGE. 29 29 9 1500 0 0 2309704 2678476 0 0 -28708 66607 0 0 2280996 2745083 221500 219259 0 0 601554 711999 0 0 187444 2525545 1183051 3348599 2114309 -1067603 630774 2148226 2777971 44039 37235 2104187 2740736 THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE. 0 0 1150289 UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN TO INVEST CRITICALLY NEEDED RESOURCES IN COMMUNITY IMPACT PROJECTS IN THE AREAS OF EDUCATION, INCOME, HEALTH AND TRANSPORTATION. THESE PROJECTS INCLUDE DAY OF CARING, HOPE CHEST, WILL, AND 24 OTHER IMPACT PROJECTS. OUR COMMUNITY IMPACT PROJECTS INCLUDE BIG IDEA NEXT, A PROGRAM FOCUSED ON INCREASING GRADUATION FOR STUDENTS IN ALTERNATIVE PROGRAMS; IN THIS TOGETHER, OUR MENTAL WELLNESS AND SUICIDE PREVENTION PROGRAMS; VITA/FSA, OUR FREE INCOME TAX PREPARATION; AND MOBILITY MANAGEMENT TO REDUCE BARRIERS FOR PEOPLE TO GET WHERE THEY WANT AND NEED TO GO. 600323 219259 UNITED WAY COLLECTS DONOR DOLLARS TO INVEST FOR IMPACT IN PROGRAMS PROVIDING EDUCATION, INCOME, HEALTH AND TRANSPORTATION PROGRAMS SERVING TWO OUT OF THREE PEOPLE IN JACKSON COUNTY. THIS FISCAL YEAR, UNITED WAY FUNDED 25 PROGRAMS, INCLUDING EVERYTHING FROM EARLY CHILDHOOD PROGRAMS TO SENIOR MEALS AND MUCH OF LIFE THAT FALLS IN BETWEEN. DONOR DOLLARS CAN BE DESIGNATED TO A SPECIFIC 501(C)(3) AND UNITED WAY HONORS DONOR CHOICE. FEES ARE WITHHELD FOR FUNDRAISING, ADMINISTRATION AND PLEDGE LOSS. THE ALLOCATIONS PROCESS IS MANAGED BY VOLUNTEERS WHO RECEIVE TRAINING, REVIEW APPLICATIONS, CONDUCT SITE VISITS AND SCORE/EVALUATION EACH APPLICATION AND VISIT. VOLUNTEERS MAKE RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS WHO HAVE FINAL APPROVAL OF ALL ALLOCATIONS. 1750612 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X DEE ANNE EVERSON 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 40.00 X 154386 0 24990 DON KANIA PRESIDENT 2.00 X X 0 0 0 BECKY SNYDER FIRST VICE PRESIDENT 2.00 X X 0 0 0 ANDY FARBER SECOND VICE PRESIDENT 2.00 X X 0 0 0 JASON LUKASZEWICZ TREASURER 2.00 X X 0 0 0 JESSICA MURREY SECRETARY 2.00 X X 0 0 0 ERICK ACOSTA DIRECTOR 2.00 X 0 0 0 JULIE BARRY DIRECTOR 2.00 X 0 0 0 ANGELA BEEKS DIRECTOR 2.00 X 0 0 0 AMY BELKIN DIRECTOR 2.00 X 0 0 0 JOSHUA BLESSE DIRECTOR 2.00 X 0 0 0 CHARLEY BOLEN DIRECTOR 2.00 X 0 0 0 DR BRET CHAMPION DIRECTOR 2.00 X 0 0 0 TIM CLAYTON DIRECTOR 2.00 X 0 0 0 BRANDE COWDEN DIRECTOR 2.00 X 0 0 0 BRENDA DOGGETT DIRECTOR 2.00 X 0 0 0 STEVE ERB DIRECTOR 2.00 X 0 0 0 ANNE GOLDEN DIRECTOR 2.00 X 0 0 0 AARON HOEFLING DIRECTOR 2.00 X 0 0 0 JOHN HOWARD DIRECTOR 2.00 X 0 0 0 REV CHRISTINA G KUKUK DIRECTOR 2.00 X 0 0 0 FRANK LUCAS DIRECTOR 2.00 X 0 0 0 ROBB MAYERS DIRECTOR 2.00 X 0 0 0 SEANNE MCVARISH DIRECTOR 2.00 X 0 0 0 CATHY NOAH DIRECTOR 2.00 X 0 0 0 DL RICHARDSON DIRECTOR 2.00 X 0 0 0 SUE SLACK DIRECTOR 2.00 X 0 0 0 MARIAH SMITH DIRECTOR 2.00 X 0 0 0 REBECCA SMITH DIRECTOR 2.00 X 0 0 0 DAN THORNDIKE DIRECTOR 2.00 X 0 0 0 REBECCA VEGA FORMER DIRECTOR 2.00 X 0 0 0 154386 0 24990 1 0 1 0 0 2130273 320000 228203 2678476 603856 537249 66607 66607 66607 2745083 0 0 66607 219259 219259 185323 157525 9266 18532 392279 200179 99311 92789 11523 5917 2895 2711 69375 36856 16694 15825 53499 32536 10413 10550 34585 21033 6732 6820 8685 6079 550 2056 49588 27992 10760 10836 10086 6134 1963 1989 12199 7419 2374 2406 25066 15244 4879 4943 19280 11568 3856 3856 24268 14759 4723 4786 9437 5739 1837 1861 FIRE ASSISTANCE 517071 517071 COMMUNITY PROJECTS 472786 465302 7484 2114309 1750612 176253 187444 380197 351600 819870 712151 144579 370471 6727 1252 995334 114776 358454 880558 438399 461939 2148226 2777971 23206 18382 20833 18853 44039 37235 X 987977 1433134 1116210 1307602 2104187 2740736 2148226 2777971 X 630774 5775 X X 0 1 X 1 1 1 X 1072980 1477169 6520114 2309704 2678476 14058443 1072980 1477169 6520114 2309704 2678476 14058443 282782 13775661 17471 15768 33775 67014 14125457 0.97520 0.98290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 336571 5775 342346 361293 -24722 336571 332588 28705 361293 345979 -13391 332588 340111 5868 345979 1.00000 1 0 96702 96702 685578 31754 653824 118158 118158 94896 83022 11874 880558 BENEFICIAL INTEREST IN LATHAM TRUST 229230 ASSETS RESTRICTED BY DONORS 232709 461939 2757241 6383 5775 12158 2745083 0 2745083 2120692 6383 6383 2114309 0 2114309 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST PART V, LINE 4: 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. 1 ADDICTIONS RECOVERY CENTER 1003 E MAIN ST SUITE 104 MEDFORD OR 97501 930645605 501(C)(3) 12000 0 CONTINGENCY MANAGEMENT ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 930386976 501(C)(3) 7000 0 SCHOLARSHIPS FOR KIDS CASA 409 N FRONT ST MEDFORD OR 97501 943215621 501(C)(3) 14000 0 EXCELLENCE IN EDUCATION CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 9500 0 PATHWAYS TO INCOME STABILIZATION COMMUNITY VOLUNTEER NETWORK ONE WEST MAIN ST 303 MEDFORD OR 97501 930892261 501(C)(3) 18000 0 FOSTER GRANDPARENT PROGRAM COMMUNITY WORKS 2594 E BARNETT RD SUITE C MEDFORD OR 97504 930892261 501(C)(3) 10000 0 SEXUAL ASSAULT SERVICES AND DUNN HOUSE SHELTER COMPASS HOUSE 37 N IVY ST MEDFORD OR 97501 931294230 501(C)(3) 5071 0 EMPLOYMENT AND EDUCATION CONSUMER CREDIT COUNSELING SERVICE OF SO 820 CRATER LAKE AVE 202 MEDFORD OR 97504 930585893 501(C)(3) 9000 0 FINANCIALLY STABLE FAMILIES FOOD & FRIENDS 2860 STATE ST MEDFORD OR 97504 521648941 501(C)(3) 12500 0 SENIOR MEALS SOUTHERN OREGON HEAD START PO BOX 3697 CENTRAL POINT OR 97502 930564896 501(C)(3) 6250 0 PARENT, FAMILY, AND COMMUNITY HEARTS WITH A MISSION 711 MEDFORD CENTER 334 MEDFORD OR 97504 208678122 501(C)(3) 10000 0 EDUCATION WITH HEART HOPE EQUESTRIAN PO BOX 396 EAGLE POINT OR 97524 930978737 501(C)(3) 6000 0 ADOPT A RIDER JACKSON COUNTY SART 2305 ASHLAND ST C-418 ASHLAND OR 97520 810650183 501(C)(3) 10000 0 SEXUAL ASSAULT ACUTE CARE KIDS UNLIMITED 821 N RIVERSIDE AVE MEDFORD OR 97501 931329922 501(C)(3) 15391 0 AFTERSCHOOL WHITE CITY LIVING OPPORTUNITIES PO BOX 1105 MEDFORD OR 97504 930640525 501(C)(3) 21000 0 SUPPORTED LIVING AND EMPLOYMENT MAX'S MISSION 1117 E MAIN ST UNIT 3 MEDFORD OR 97504 814542557 501(C)(3) 8000 0 NALOXONE EDUCTION RESOLVE 1237 N RIVERSIDE AVE 25 MEDFORD OR 97501 931040395 501(C)(3) 6500 0 RESTORATIVE JUSTICE IN SOUTHERN OREGON SCHOOLS ROGUE VALLEY FAMILY YMCA 522 W 6TH ST MEDFORD OR 97501 930391645 501(C)(3) 8000 0 CHILDCARE AND ENRICHMENT 18 0 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, 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. 0 0 0 0 0 0 0 0 0 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 152682 0 0 0 1704 0 4631 0 20359 0 179376 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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 THE PERSONNEL COMMITTEE OF THE ORGANIZATION IS RESPONSIBLE FOR THE ANNUAL EVALUATION OF THE CEO/EXECUTIVE DIRECTOR. THE EVALUATION IS 360 DEGREES WITH INPUT FROM BOARD MEMBERS, PERSONNEL COMMITTEE MEMBERS, STAFF, AGENCY DIRECTORS, AND SELECTED COMMUNITY PARTNERS. 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 INTERESTED PARTY UPON REQUEST. THE ORGANIZATION POSTS ITS AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 5,775.