2024-05-13T17:49:02-04:00 2023-06-30 930819646 JONES & ROTH PC PO BOX 10086 EUGENE OR 97440 990 2022-07-01 936012576 UNITED WAY OF DESCHUTES COUNTY UNIT 5413896507 PO BOX 5969 BEND OR 977085969 KELLY O'LAGUE CEO 5413896507 2024-05-13 true KELLY OLAGUE XXX-XX-XXXX false KARI YOUNG P01325552 5416872320 2024-05-13 2022 2023-04-26 12:10:37Z UNITED WAY OF CENTRAL OREGON KELLY O'LAGUE PO BOX 5969 BEND OR 97708 1000124 false X WWW.UNITEDWAYCENTRALOREGON.ORG X 1953 OR UNITED WAY OF DESCHUTES COUNTY WORKS FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERYONE IN OUR COMMUNITY BY SUPPORTING HUMAN SERVICES, 2-1-1, TAXAIDE, AND THE TRACES INITIATIVE TO BUILD RESILIENCE. 9 9 4 9 0 1272796 951478 6803 35635 14199 11400 0 1293798 998513 1625059 568887 0 288814 234816 0 127940 202170 244668 2116043 1048371 -822245 -49858 1249811 1215264 68896 46360 1180915 1168904 X UNITED WAY OF DESCHUTES COUNTY BRINGS PEOPLE, ORGANIZATIONS, AND BUSINESSES TOGETHER TO ADDRESS THE COMMUNITY'S MOST PRESSING HUMAN SERVICE NEEDS THROUGH SERVICES THAT CHANGE PEOPLE'S LIVES. false false 591223 568887 35365 UNITED WAY OF CENTRAL OREGON IS REBUILDING FOR MORE EQUITABLE AND RESILIENT CENTRAL OREGON COMMUNITIES. WE CONTINUE TO RESPOND TO THE IMMEDIATE NEEDS OF CENTRAL OREGON. FROM BASIC NEEDS TO POSITIVE MENTAL HEALTH AND CULTURALLY SPECIFIC PROGRAMS, WERE INVESTING IN THE STABILITY AND DIGNITY OF OUR REGION. WERE ADDRESSING INEQUITIES SO THAT OUR NEIGHBORS CAN RECOVER AND THRIVE. RECENT YEARS HAVE EXPOSED THE FLAWS IN OUR SYSTEMS THAT RESULT IN DIFFERENT OUTCOMES DEPENDING ON THINGS LIKE RACE AND INCOME. WERE UNSATISFIED WITH THE STATUS QUO AND SEEK TO REIMAGINE HOW WE LIVE UNITED. WE WONT SOLVE THE LEGACY OF UNEQUAL ACCESS WITH THE SAME APPROACHES AND TOOLS. WERE COMMITTED TO REBUILD FROM THE GROUND UP. WITH PEOPLE THROUGHOUT OUR REGION, FROM DIFFERENT SECTORS AND ROLES, AND WITH DIFFERENT LIVED EXPERIENCES, PEOPLE LIKE YOU, WE'RE RESHAPING THE FUTURE OF THE UNITED WAY OF CENTRAL OREGON. 172061 172061 UNITED WAY OF CENTRAL OREGON DISTRIBUTED 172,061 IN DONOR-RESTRICTED CONTRIBUTIONS TO 208 NON-PROFIT AGENCIES AS DETERMINED BY DONORS IN 2022- 2023. 763284 true true false false false false false false false true true false false true false false false false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 6 0 4 true false false false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true false false OR X X X KELLY O'LAGUE 5413896507 PO BOX 5969 BEND OR 97708 JANE WENDELL FINANCE DIRE 40.00 X 2373 0 0 THEREASA ROY PRESIDENT 1.00 X X 0 0 0 STACIE FRITZ VICE PRESIDE 1.00 X X 0 0 0 ANTHONY GEORGER TREASURER 1.00 X X 0 0 0 TODD SENSENBACH SECRETARY 1.00 X X 0 0 0 ELI ASHLEY CHAIR, GOVER 1.00 X 0 0 0 LISA HURLEY CHAIR, COMMU 1.00 X 0 0 0 ALEX HINKLE DIRECTOR 1.00 X 0 0 0 CHASON SORDONI DIRECTOR 1.00 X 0 0 0 JANE ANN PIGHIN DIRECTOR 1.00 X 0 0 0 2373 false false false 675155 276323 55279 951478 ADMINISTRATIVE FEES 813200 35635 35635 35635 13011 13011 1611 -1611 -1611 -1611 998513 35635 11400 X 568887 568887 194016 69645 54726 69645 6013 3006 3007 18842 9421 9421 15945 3586 4588 7771 1269 1269 45140 45140 154461 69544 50052 34865 3839 2337 1502 5611 5611 7472 5743 1729 11462 11462 1648 1648 1372 1372 2898 2898 1988 1988 FEES AND DUES 4774 4774 EQUIPMENT RENTAL 1598 1598 OTHER EXPENSES 721 721 HIRING EXPENSES 226 226 189 189 1048371 763284 157147 127940 240379 485799 364791 176763 126257 25957 43342 2001 4168 40745 36525 7118 4220 219229 267392 246694 250965 1249811 1215264 15194 46360 53702 68896 46360 X 1150271 1112303 30644 56601 1180915 1168904 1249811 1215264 -49858 15706 -5389 27530 X false false false X 1239705 2387136 1767153 1272796 951478 7618268 1239705 2387136 1767153 1272796 951478 7618268 146716 7471552 12426 5066 6926 8519 13011 45948 7664216 55316 0.97490 0.98000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 246694 15347 9840 1236 250965 270559 -12353 9304 2208 246694 204404 280 77063 9008 2180 270559 214107 1103 8886 1920 204404 210190 14504 8783 1804 214107 0.67840 0.12210 0.19950 true false 40745 36525 4220 4220 QUASI-ENDOWMNT HELD BY OR COMM FOUND 170256 PERM ENDOWMNT HELD BY OR COMM FOUND 80709 250965 1008830 15706 15706 993124 5389 5389 998513 1048371 1048371 1048371 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION ESTABLISHED TWO FUNDS AT THE OREGON COMMUNITY FOUNDATION (THE FOUNDATION) WITH ITS OWN FUNDS AND SPECIFIED ITSELF AS THE BENEFICIARY OF THE FUNDS. THE FOUNDATION REFERS TO SUCH FUNDS AS ENDOWMENT PARTNER FUNDS. THE FOUNDATION MAINTAINS VARIANCE POWER AND LEGAL OWNERSHIP OF ALL FUNDS, INCLUDING ENDOWMENT PARTNER FUNDS, AND AS SUCH CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE FOUNDATION. THE FIRST FUND, THE UNITED WAY OF DESCHUTES COUNTY COMMUNITY ENDOWMENT, IS A COMBINATION OF AMOUNTS THAT THE ORGANIZATION HAS TRANSFERRED TO THE FOUNDATION FOR ITS OWN BENEFIT AND OF DONORS' CONTRIBUTIONS TO THE FOUNDATION ON BEHALF OF THE ORGANIZATION. THE SECOND FUND IS THE UNITED WAY OF DESCHUTES COUNTY ENDOWMENT FUND. THIS FUND CONTAINS AMOUNTS TRANSFERRED BY THE ORGANIZATION FOR ITS OWN BENEFIT. THE ORGANIZATION'S TWO FUNDS (THE ENDOWMENT) AT THE FOUNDATION WERE ESTABLISHED TO ACCOUNT FOR DONOR RESTRICTED CONTRIBUTIONS AND TO SUPPORT THE GENERAL PURPOSES OF THE ORGANIZATION BY ATTRACTING AND GROWING PLANNED GIFTS THAT GENERATE INCOME BEYOND THE ANNUAL CAMPAIGN. THE ENDOWMENT, WHICH IS COMPRISED OF THESE TWO ACCOUNTS, INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. true ALZHEIMERS RESEARCH FDN-CURE ALZHEI 34 WASHINGTON ST 200 WELLESLEY HILLS MA 02481 522396428 501C3 9000 PROGRAM SUPPORT BOYS AND GIRLS CLUB OF BEND 500 NW WALL ST BEND OR 97701 931127536 501C3 10950 PROGRAM SUPPORT CENTRAL OREGON COMMUNITY COLLEGE FO 680 NW BOND ST BEND OR 97703 936041247 501C3 14700 PROGRAM SUPPORT CENTRAL OREGON VILLAGES 61510 S HIGHWAY 97 BEND OR 97702 871362046 501C3 15000 PROGRAM SUPPORT CLEAR ALLIANCE 247 N MAIN ST PRINEVILLE OR 97754 472877104 501C3 5500 PROGRAM SUPPORT DAWNS HOUSE 62024 DEAN SWIFT RD BEND OR 97701 472553213 501C3 10000 PROGRAM SUPPORT DESCHUTES COUNTY VICTIMS ASSISTANCE 1164 NW BOND ST BEND OR 97703 GOV 59328 PROGRAM SUPPORT EVERY CHILD CENTRAL OREGON PO BOX 953 REDMOND OR 97756 842888978 501C3 14000 PROGRAM SUPPORT FAMILY ACCESS NETWORK 2125 NE DAGGETT LN BEND OR 97701 203534560 501C3 20700 PROGRAM SUPPORT FRIENDS OF THE CHILDREN - CENTRAL O PO BOX 6028 BEND OR 97708 821749087 501C3 12850 PROGRAM SUPPORT GRAND CIRCLE FOUNDATION 347 CONGRESS ST BOSTON MA 02210 043175434 501C3 13000 PROGRAM SUPPORT HABITAT FOR HUMANITY - LA PINE SUNR PO BOX 3364 SUNRIVER OR 97707 931123478 501C3 10000 PROGRAM SUPPORT HEART OF OREGON CORPS PO BOX 279 BEND OR 97709 931303879 501C3 18500 PROGRAM SUPPORT J BAR J YOUTH SERVICES 62895 HAMBY RD BEND OR 97701 930677650 501C3 12500 PROGRAM SUPPORT JEFFERSON COUNTY FAITH BASED NETWOR PO BOX 416 MADRAS OR 97741 461018517 501C3 6000 PROGRAM SUPPORT JERICHO ROAD PO BOX1623 REDMOND OR 97756 562653566 501C3 5900 PROGRAM SUPPORT KIDS CENTER 1375 NW KINGSTON AVE BEND OR 97703 943169200 501C3 37150 PROGRAM SUPPORT LA PINE COMMUNITY KITCHEN PO BOX 813 LA PINE OR 97739 202087631 501C3 5075 PROGRAM SUPPORT LATINO COMMUNITY ASSOCIATION 2680 NE TWIN KNOLLS DR STE 110 BEND OR 97701 931260288 501C3 15200 PROGRAM SUPPORT NATIVITY LUTHERAN CHURCH 60850 BROSTERHOUS RD BEND OR 97702 930825808 501C3 6500 PROGRAM SUPPORT NEIGHBORIMPACT 2303 SW FIRST ST REDMOND OR 97756 930884929 501C3 30450 PROGRAM SUPPORT PAPALAXSIMISHA PO BOX 387 WARM SPRINGS OR 97761 18000 PROGRAM SUPPORT PLANNED PARENTHOOD-BEND HEALTH CENT 2330 NE DIVISION ST STE 7 BEND OR 97703 521974611 501C3 6300 PROGRAM SUPPORT ST VINCENT DE PAUL - REDMOND PO BOX 1477 REDMOND OR 97702 205756204 501C3 15000 PROGRAM SUPPORT ST VINCENT DE PAUL-BEND PO BOX 1011 BEND OR 97739 205953011 501C3 15000 PROGRAM SUPPORT ST VINCENT DE PAUL-LA PINE PO BOX 1008 LA PINE OR 97756 205351113 501C3 6000 PROGRAM SUPPORT THRIVE CENTRAL OREGON 405 SW 6TH ST A REDMOND OR 97756 814581787 501C3 10000 PROGRAM SUPPORT VOLUNTEERS IN MEDICINE CLINIC OF TH 2300 NE NEFF RD BEND OR 97701 931327847 501C3 9950 PROGRAM SUPPORT WARM SPRINGS COMMUNITY ACTION TEAM PO BOX 1419 WARM SPRINGS OR 97761 161633303 501C3 20000 PROGRAM SUPPORT 28 1 SCHEDULE I, PAGE 1, PART I, LINE 2 NON-PROFIT AGENCIES SUBMIT A WORKPLAN WITH THEIR APPLICATION FOR FUNDING INDICATING SPECIFIC INPUTS, ACTIVITIES OUTPUTS, OUTCOME INDICATORS, AND HOW OUTCOMES ARE MEASURED. A YEAR LATER THE AGENCIES SUBMIT A REPORT THAT DOCUMENTS ACTUAL MEASURED OUTPUTS REALIZED DURING THE PREVIOUS YEARS USING THE WORKPLAN TO COMPARE PLANNED OUTCOMES AND ACTUAL OUTCOMES. X 4 55279 FMV false true false FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS SERVE AS BOARD MEMBERS, WORKPLACE EMPLOYEE CAMPAIGN COORDINATORS, AND GRANTS, FINANCE, AND EVENTS COMMITTEE MEMBERS. FORM 990, PAGE 2, PART III, LINE 4A UNITED WAY OF CENTRAL OREGON IS REBUILDING FOR MORE EQUITABLE AND RESILIENT CENTRAL OREGON COMMUNITIES. WE CONTINUE TO RESPOND TO THE IMMEDIATE NEEDS OF CENTRAL OREGON. FROM BASIC NEEDS TO POSITIVE MENTAL HEALTH AND CULTURALLY SPECIFIC PROGRAMS, WERE INVESTING IN THE STABILITY AND DIGNITY OF OUR REGION. WERE ADDRESSING INEQUITIES SO THAT OUR NEIGHBORS CAN RECOVER AND THRIVE. RECENT YEARS HAVE EXPOSED THE FLAWS IN OUR SYSTEMS THAT RESULT IN DIFFERENT OUTCOMES DEPENDING ON THINGS LIKE RACE AND INCOME. WERE UNSATISFIED WITH THE STATUS QUO AND SEEK TO REIMAGINE HOW WE LIVE UNITED. WE WONT SOLVE THE LEGACY OF UNEQUAL ACCESS WITH THE SAME APPROACHES AND TOOLS. WERE COMMITTED TO REBUILD FROM THE GROUND UP. WITH PEOPLE THROUGHOUT OUR REGION, FROM DIFFERENT SECTORS AND ROLES, AND WITH DIFFERENT LIVED EXPERIENCES, PEOPLE LIKE YOU, WE'RE RESHAPING THE FUTURE OF THE UNITED WAY OF CENTRAL OREGON. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CEO AND THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD MEMBER AND ALL STAFF ARE REQUIRED TO REVIEW THE POLICY, THEN COMPLETE, SIGN, AND SUMBIT CONFLICT DECLARATION FORMS ANNUALLY. BOARD MEMBERS AND STAFF ARE ENCOURAGED TO DISCLOSE WHEN THEY BELIEVE A POTENTIAL CONFLICT OF INTEREST MAY EXIST RELATIVE TO THEMSELVES OR ANY STAFF MEMBER, VOLUNTEER, OR BOARD MEMBER. ANY DISCLOSURES ARE PROMPTLY ACKNOWLEDGED AND APPROPRIATE ACTION TAKEN BASED ON THE POLICIES OF UNITED WAY OF DESCHUTES COUNTY, AND ANY BREACHES OF CONFLICT OF INTEREST ARE TREATED IN CONFIDENCE AS MUCH AS THE CIRCUMSTANCES, THE ORGANIZATION'S DUTY TO INVESTIGATE, AND THE LAW ALLOW. DISCLOSURE OF BREACHES OF CONFLICT OF INTEREST POLICIES SHOULD BE DIRECTED TO, IN PREFERRED ORDER, EITHER THE EXECUTIVE DIRECTOR, THE PRESIDENT OF THE BOARD, OR THE 1ST VICE PRESIDENT. THE BOARD OF THE DIRECTORS IS THE ULTIMATE ARBITER OF CONFLICT OF INTEREST ISSUES AND SITUATIONS, AND WILL RESOLVE CONFLICT OF INTEREST MATTERS REFERRED TO IT BY DETERMINING A COURSE OF ACTION THAT IS FAIR, BEST SERVES THE ORGANIZATION, AND IS IN ACCORDANCE WITH THE HIGHEST ETHICAL STANDARDS AND POLICIES OF UNITED WAY OF DESCHUTES COUNTY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR'S ANNUAL PERFORMANCE REVIEW IS COMPLETED AND SHARED WITH THE FINANCE AND OPERATIONS COMMITTEE WHICH THEN DEVELOPS A COMPENSATION RECOMMENDATION TAKING INTO ACCOUNT JOB PERFORMANCE, THE CURRENT AND UPCOMING BUDGET, AND COMPARATIVE COMPENSATION RATES. THIS RECOMMENDATION IS PROVIDED TO THE PRESIDENT AND EXECUTIVE COMMITTEE. THE PRESIDENT THEN PRESENTS THE RECOMMENDATION TO THE BOARD OF DIRECTORS FOR FINAL ACTION AND APPROVAL. FORM 990, PAGE 6, PART VI, LINE 19 UNITED WAY OF DESCHUTES COUNTY MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND OTHER POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 41,651 50,052 34,865 IT SUPPORT 8,432 0 0 MEMBERSHIP SUBSCRIPTIONS 19,461 0 0 TOTAL 69,544 50,052 34,865