2025-05-01T17:41:39-05:00 2024-06-30 930743240 Hoffman Stewart & Schmidt PC 3 CenterPointe Drive Suite 300 Lake Oswego OR 970358663 990 2023-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032269321 619 SW 11th Avenue Portland OR 972052646 Kelly O'Lague President/CEO 5032269321 2025-04-30 1 0 Nathan Stamets P01931251 5032205900 2023 2025-03-06 01:10:19Z Kelly O'Lague 619 SW 11th Avenue Portland OR 972052646 37368676 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 14 14 63 4086 0 0 14080960 23608657 49630 105520 703297 1471852 4924 101921 14838811 25287950 7704416 16981823 0 0 4745836 5380267 0 0 1625266 3277101 2996869 15727353 25358959 -888542 -71009 38688784 41738713 3910971 3665164 34777813 38073549 X Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. 0 0 17984155 14702859 Convening/Backbone SupportEarly Learning Hubs - Every child should arrive at kindergarten ready for school success. That's why UWCW is proud to co-manage two regional hubs focused on early learning: Early Learning Multnomah (ELM) and Early Learning Washington County (ELWC). In Oregon, there are 16 hubs, or regional-based groups, appointed by the State of Oregon's Early Learning Council that are designed with the intent to improve educational outcomes for Oregon's youngest children, age 0-6. (see Schedule O for more information)Under the early learning hub model, all sectors that touch early childhood education (early childhood educators; K-12 school districts; health, social, and human service organizations; nonprofits; municipalities; and the private sector) are tasked with working together to align their services in order ensure that children arrive at school prepared to learn, with an equal opportunity to succeed.Albina Rockwood Promise Neighborhood Initiative (ARPNI) - ARPNI is a U.S. Department of Education multi-million-dollar federal grant to support neighborhoods of opportunity by providing a continuum of school readiness and academic services, as well as family and community supports, to children from early childhood through college-and beyond. The five-year program is led by Self Enhancement, Inc., in partnership with Albina Head Start, Immigrant and Refugee Community Organization, Latino Network, Metropolitan Family Service, Native American Youth and Family Center, UWCW, Portland Public Schools, and Reynolds School District. UWCW is spearheading the research component of the initiative, surveying community members in the Albina and Rockwood neighborhoods and surveying students in our partner middle and high schools. The survey results will help identify community priorities like neighborhood safety, affordable housing as well as school activities, with the goal of understanding what students need from cradle to career, both at home and at school. Disaster & Crisis Resiliency: After the devastating wildfires in 2020, there was a need to help communities foster strong resilience and support. Thus, the Disaster Resiliency Learning Collaborative was launched with the help of the Oregon Health Authority and Trauma Informed Oregon. This seven-week, multi-language pilot program convened 15 community-based organizations and 28 community leaders of color to focus on healing from the 2020 wildfires and the ongoing threat of climate related disasters in our region. After the educational program had finished, organizations who participated in the program were eligible to apply for a grant, and United Way of the Columbia-Willamette was able to provide funds to 12 community-based organizations totaling $179,000 for projects to build resilience for communities of color most prone to climate-related disasters such as wildfires, heatwaves and floods. The program proved to be so successful that the Oregon Health Authority awarded United Way of the Columbia-Willamette and Trauma Informed Oregon $415,000 to continue the work of this important program. 3736593 2278964 101921 Community Investment Housing Stability: In 2021, United Way of the Columbia-Willamette granted Oregon Law Center $200,000 to expand their capacity to provide legal help to families facing eviction. The grant allowed Oregon Law Center to recruit lawyers who reflect the communities they serve while also providing families of color access to multilingual eviction prevent support. (See Schedule O for more information)The support paved the way for Oregon Law Center, Portland Housing Bureau's Rental Services Office, and Portland Community College's CLEAR Clinic to launch the Eviction Legal Defense Program with $3 million provided by the Portland Housing Bureau. United Way of the Columbia-Willamette serves as an administrative hub and pays the costs to remedy evictions which may also include rent arrears for participants in the program. This collaboration serves those in our community receiving 30% to 60% of area median income, and many of the clients we have referred to the program are facing arrears of more than $6,000, the average eviction rate for Multnomah County. To date, we have helped prevent 165 households from becoming houseless through lawyer assistance and rent arrears. After years of pandemic disruption, the need for this support will only grow, and we look forward to expanding this important eviction prevention program alongside our partners.Donor Choice - United Way 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. This allows donors to support multiple organizations with one contribution, all while supporting the United Way of the Columbia-Willamette's mission of engaging the community to improve lives. 305835 105520 Hands on Greater Portland - Hands on Greater Portland activities focus on results-based, meaningful volunteer service and the belief that volunteers enrich their lives and the lives of others when they address community needs. The program strives to connect volunteers with opportunities to meet important community needs, including senior services, education, services for the homeless, and restoration of the environment. 22026583 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 50 0 1 63 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 Isaac Cardona Secretary 1.00 X X 0 0 0 Mihir Patel Vice-Chair 1.00 X X 0 0 0 Kim Spaulding Director 1.00 X 0 0 0 Pradeep Tempalli Director 1.00 X 0 0 0 Deborah Dang Treasurer 1.00 X X 0 0 0 Ashlee Irwin Director 1.00 X 0 0 0 Tichelle Sorensen Chair 1.00 X X 0 0 0 Yves Labissiere 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 Mary Kay Sosa Director 1.00 X 0 0 0 Susan Stearns MBA MA Director 1.00 X 0 0 0 Jonathan Wells Director 1.00 X 0 0 0 Kelly O'Lague CEO 50.00 X 290261 0 9253 Kori Dye-Gregg COO 50.00 X 182278 0 14613 Dahnesh Medora Chief Impact Officer 50.00 X 164039 0 23242 Adrian McCarthy VP - Marketing & Communication 50.00 X 134867 0 13649 Aaron McKay Director - IT 50.00 X 123073 0 17115 David Rogers Former Chief Development Officer 50.00 X 128674 0 1157 Frances Sallah Early Learning Director 50.00 X 113939 0 21853 Margaret Day Early Learning Director 50.00 X 125039 0 7591 Begona Rodriguez-Liern Early Learning Director 50.00 X 114432 0 7554 Linda King Director of Housing Stability 50.00 X 108369 0 8203 Nicole LaRose Director - Corporate Partnerships 50.00 X 103108 0 7474 1588079 0 131704 14 0 1 0 Dakin Ventures Consulting Group 1121 Palomares Court Lafayette CA 94549 Consulting 132239 1 18553852 5054805 35399 23608657 Service fees 900099 105520 105520 105520 1072578 1072578 12480000 12080726 399274 399274 399274 Other 900099 101921 101921 101921 25287950 207441 0 1471852 14864216 14864216 2117607 2117607 1066058 373188 376441 316429 3344702 2216966 463864 663872 75731 50148 9258 16325 515524 317850 83456 114218 378252 222445 68025 87782 134069 134069 1398218 961563 309281 127374 71095 27305 270 43520 377130 312432 24455 40243 122927 71098 22782 29047 159991 113230 37033 9728 53854 42584 7609 3661 178212 107774 32305 38133 501373 228177 138262 134934 25358959 22026583 1707110 1625266 718596 2894105 4910495 4110572 209782 216662 6434051 3928594 2191700 2505457 28625235 29616791 1171573 1479522 861403 915604 38688784 41738713 2567077 2099944 707549 879300 636345 685920 3910971 3665164 X 30323141 33044753 4454672 5028796 34777813 38073549 38688784 41738713 X -71009 1815058 1551687 X 0 1 X 1 1 1 X 26932181 37531473 12868440 14080960 23608657 115021711 26932181 37531473 12868440 14080960 23608657 115021711 17642045 97379666 187395 244955 532106 703297 1072578 2740331 4675 18002 6187 4924 101921 135709 117897751 316983 0.82600 0.83060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 25298959 25358959 1000000 250000 0 0 1000000 1000000 1500000 60000 60000 250000 250000 375000 3712917 266936 375843 123717 4231979 3585054 246226 118363 3712917 4471607 -674454 212099 3585054 3663067 813004 4464 4471607 3692638 16040 59645 105256 3663067 0.04000 0.96000 1 0 295333 295333 4776305 3221144 1555161 1362413 707450 654963 2505457 X 26717105 1815058 7511 1551687 3374256 23342849 134069 1811032 1945101 25287950 23421369 7511 7511 23413858 134069 1811032 1945101 25358959 Part V, Line 4: To provide a predictable stream of income for program operations. Part X, Line 2: Management believes UWCW does not have any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Change in value perpetual trust 54,201. Net increase in net assets from aquisition 1,497,486. Part XI, Line 4b - Other Adjustments: Pledges designated by donors 1,811,032. Part XII, Line 4b - Other Adjustments: Pledges designated by donors 1,811,032. 1 Central City Concern 232 NW 6th Ave Portland OR 97209 930728816 501(c)3 1372716 0 JOHS Grants Out Do Good Multnomah 7809 NE Everett St Portland OR 97213 473934102 501(c)3 903388 0 JOHS Grants Out Transition Projects Inc 665 NW Hoyt Street Portland OR 97209 930591582 501(c)3 889824 0 JOHS Grants Out New Narrative 8915 SW Center Street Tigard OR 97223 930685734 501(c)3 751467 0 JOHS Grants Out Our Just Future 10550 NE Halsey St Portland OR 97220 930977166 501(c)3 420496 0 JOHS Grants Out The Salvation Army a California Corporation 8495 SE Monterey Ave Happy Valley OR 97086 941156347 501(c)3 409645 0 JOHS Grants Out Mental Health Association of Portland PO Box 3641 Portland OR 97208 931012686 501(c)3 406932 0 JOHS Grants Out New Avenues for Youth 1220 SW Columbia Street Portland OR 97201 930910213 501(c)3 401506 0 JOHS Grants Out All Good Northwest 1300 SE Stark St Suite 211 Portland OR 97214 862296287 501(c)3 309268 0 JOHS Grants Out YWCA of Greater Portland PO Box 4587 Portland OR 97208 930386984 501(c)3 254585 0 JOHS Grants Out Outside In 1132 SW 13th Ave Portland OR 97205 930567549 501(c)3 219743 0 JOHS Grants Out Cultivate Initiatives 14625 SE Stark St Portland OR 97233 851311305 501(c)3 179050 0 JOHS Grants Out Volunteers of America of Oregon Inc 3910 SE Stark St Portland OR 97214 930395591 501(c)3 173624 0 JOHS Grants Out JOIN 1435 NE 81st Ave Portland OR 97213 931090005 501(c)3 168198 0 JOHS Grants Out El Programa Hispano Catolico 333 SE 223rd St Ste 100 Gresham OR 97030 472845537 501(c)3 154634 0 JOHS Grants Out The Native American Rehabilitation Assoc of the NW Inc 1776 SW Madison St Portland OR 97205 237098400 501(c)3 154634 0 JOHS Grants Out Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)3 127505 0 JOHS Grants Out Catholic Charities 2740 SE Powell Blvd Portland OR 97202 930386801 501(c)3 108515 0 JOHS Grants Out Janus Youth Programs Inc 738 NE Davis St Portland OR 97232 237345990 501(c)3 105802 0 JOHS Grants Out Helping Hands PO Box 413 Seaside OR 97138 271158468 501(c)3 103089 0 JOHS Grants Out Path Home 6220 SE 92nd Ave Portland OR 97266 263967833 501(c)3 103089 0 JOHS Grants Out The 4th Dimension Recovery Center 11010 SE Division St Ste 300 Portland OR 97266 462702985 501(c)3 92238 0 JOHS Grants Out Trash for Peace 5006 NE 35th Pl Portland OR 97211 454715889 501(c)3 89525 0 JOHS Grants Out Northwest Pilot Project Inc 1430 SW Broadway Ste 200 Portland OR 97201 930635871 501(c)3 84099 0 JOHS Grants Out Bradley Angle House Inc 5432 N Albina Ave Portland OR 97217 510188664 501(c)3 75961 0 JOHS Grants Out Cascadia Health 847 NE 19th Ave Portland OR 97232 930770054 501(c)3 67822 0 JOHS Grants Out Raphael House of Portland 4110 SE Hawthorne Blvd 503 Portland OR 97215 930710963 501(c)3 59683 0 JOHS Grants Out Worksystems Inc 1618 SW 1st Ave Suite 450 Portland OR 97201 930857426 501(c)3 54258 0 JOHS Grants Out Call To Safety PO Box 42610 Portland OR 94242 936094804 501(c)3 51545 0 JOHS Grants Out 211 Info Inc 7535 NE Ambassador Pl Suite B Portland OR 97220 930784586 501(c)3 48832 0 JOHS Grants Out Rose Haven CIC PO Box 10405 Portland OR 97296 205922682 501(c)3 48832 0 JOHS Grants Out Rockwood CDC 4233 SE 182nd Gresham OR 97030 461475038 501(c)3 46119 0 JOHS Grants Out Stone Soup PDX 306 NW Broadway Portland OR 97209 832501091 501(c)3 46119 0 JOHS Grants Out Blanchet House 310 NW Glisan St Portland OR 97209 936031009 501(c)3 40693 0 JOHS Grants Out Portland Street Medicine 2717 NE Broadway St Portland OR 97232 824209837 501(c)3 37980 0 JOHS Grants Out Street Roots 211 NW Davis St Portland OR 97209 931271399 501(c)3 37980 0 JOHS Grants Out Greater New Hope Family Services LLC 7225 NE 6th Ave Portland OR 97211 274831798 501(c)3 32555 0 JOHS Grants Out Metropolitan Public Defender 101 SW Main St Suite 1100 Portland OR 97204 930591637 501(c)3 32555 0 JOHS Grants Out Black Community of Portland 202 SE 181st Ste 202 Gresham OR 97233 831369967 501(c)3 29842 0 JOHS Grants Out Straightway Services 8900 NE Vancouver Way Portland OR 97211 263494129 501(c)3 27129 0 JOHS Grants Out Cascadia Clusters 7341 SE 70th Ave Portland OR 97206 825106807 501(c)3 24416 0 JOHS Grants Out Innovative Housing Inc 219 NW 2nd Ave Portland OR 97209 930877440 501(c)3 24416 0 JOHS Grants Out Ecumenical Ministries of OR 245 S Bancroft St Suite B Portland OR 97239 930625359 501(c)3 21703 0 JOHS Grants Out WeShine 3439 NE Sandy Blvd 525 Portland OR 97232 863660280 501(c)3 21703 0 JOHS Grants Out College Housing Northwest 200 SW Market St Suite 575 Portland OR 97201 930578172 501(c)3 16277 0 JOHS Grants Out Outside the Frame 800 NW 6th Ave Suite 355 Portland OR 97209 474159875 501(c)3 16277 0 JOHS Grants Out Rahab's Sisters PO Box 90234 Portland OR 97290 261675500 501(c)3 16277 0 JOHS Grants Out The Marie Equi Institute 6426 NE Rodney Ave Portland OR 97211 813390559 501(c)3 16277 0 JOHS Grants Out Beacon Village 2116 NE 18 th Ave Portland OR 97213 850671363 501(c)3 13564 0 JOHS Grants Out City of Gresham 1333 NW Eastman Pkwy Gresham OR 97030 936002176 501(c)3 13564 0 JOHS Grants Out Family Essentials LLC PO Box 20294 Portland OR 97294 474609431 501(c)3 13564 0 JOHS Grants Out Family Promise 4837 NE Couch St Portland OR 97213 301228881 501(c)3 13564 0 JOHS Grants Out Housing Connector 1301 5th Ave Suite 1500 Seattle WA 98101 842100263 501(c)3 13564 0 JOHS Grants Out Operation Nightwatch- Portland PO Box 4005 Portland OR 97208 930805248 501(c)3 13564 0 JOHS Grants Out Somali Empowerment Circle 8120 N Interstate Ave Unit 204 Portland OR 97217 881785129 501(c)3 13564 0 JOHS Grants Out Northwest Natural Attn TreasuryPO Box 6017 Portland OR 97228 946076144 Other 195475 0 GAP Washington County HHS Suite 270 MS 25155 N First Ave Hillsboro OR 97124 936002316 501(c)3 1607747 0 Early Learning Exp Multnomah County (DCHS) SUN Service System421 SW Oak St Ste 240 Portland OR 97204 936002309 501(c)3 1181057 0 Early Learning Exp Oregon Community Health Workers Association 401 NE 19th Ave 200 Portland OR 97232 464952693 501(c)3 223266 0 Early Learning Exp Douglas Education Service District 1409 NE Diamond Lake Blvd 110 Roseburg OR 97470 930854699 501(c)3 20000 0 Early Learning Exp Immigrant & Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 347460 0 Donor Choice, Comm. Investment Grants, and JOHS Grants Out United Way of Southwest Wyoming 510 South Main St Rock Springs WY 82901 830233314 501(c)3 72495 0 Donor Choice - Out of Area United Way of Salt Lake 257 East 200 SouthSuite 300 Salt Lake City UT 84111 870227091 501(c)3 36844 0 Donor Choice - Out of Area Valley of the Sun United Way 3200 E Camelback RdSuite 375 Phoenix AZ 85018 860104419 501(c)3 25483 0 Donor Choice - Out of Area United Way of King County 720 2nd Ave Seattle WA 98104 952274801 501(c)3 21468 0 Donor Choice - Out of Area Carbon Caring for Kids c/o Marcy Loveless1551 West 360 North Price UT 84501 320518977 501(c)3 10278 0 Donor Choice - Out of Area Church of Jesus Christ of Latter Day Sts Attn Holly Ciervo50 E North Temple Room 1521 Salt Lake City UT 84150 870234341 501(c)3 9371 0 Donor Choice - Out of Area Primary Children's Hospital - Salt Lake 100 Mario Capecchi Dr Salt Lake City UT 84113 752792911 501(c)3 8776 0 Donor Choice - Out of Area Rescue Mission of Salt Lake PO Box 1227 Salt Lake City UT 84110 237177264 501(c)3 7893 0 Donor Choice - Out of Area Community Bible Church 500 N 10th St Central Point OR 97502 930606578 501(c)3 7466 0 Donor Choice - Out of Area United Way of Eastern Utah 81 North 200 East Price UT 84501 870374334 501(c)3 6873 0 Donor Choice - Out of Area United Way California Capital Region 10389 Old Placerville Rd Sacramento CA 95827 941225382 501(c)3 6620 0 Donor Choice - Out of Area Jubitz Family Foundation 5505 SW Hewett Blvd Portland OR 97221 931324016 501(c)3 100000 0 Donor Choice Rotary Foundation of Rotary International One Rotary Center1560 Sherman Ave Evanston IL 60201 363245072 501(c)3 100000 0 Donor Choice Yale University Provosts OfficePO Box 208333 New Haven CT 06520 066078326 501(c)3 100000 0 Donor Choice Home Share Oregon PO Box 18222 Portland OR 97218 863754694 501(c)3 50000 0 Donor Choice Mediators Beyond Borders International 2001 L Street NW Suite 500 Washington DC 20036 205716275 501(c)3 50000 0 Donor Choice Northwest Outward Bound School 2130 N Kilpatrick St 17359 Portland OR 97217 453463744 501(c)3 50000 0 Donor Choice Bridgetown Church 2120 NE Tillamook St Portland OR 97212 811992757 501(c)3 27677 0 Donor Choice Oregon Alliance for Gun Safety 4931 SW 76th AveBox 154 Portland OR 97225 471183028 501(c)3 25000 0 Donor Choice Portland Rotary Charitable Trust PO Box 28106 Portland OR 97228 936031284 501(c)3 25000 0 Donor Choice Oregon Food Bank 7900 NE 33rd Dr Portland OR 97211 931229766 501(c)3 21778 0 Donor Choice Sunshine Division Inc 687 N Thompson Portland OR 97227 271423723 501(c)3 21639 0 Donor Choice Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97211 930386880 501(c)3 20239 0 Donor Choice De La Salle North Catholic High School 7528 N Fenwick Ave Portland OR 97217 931287554 501(c)3 14758 0 Donor Choice United Way Worldwide PO Box 418607 Boston MA 02241 131635294 501(c)3 14482 0 Donor Choice Friendly House Inc 2617 NW Savier St Portland OR 97210 930524232 501(c)3 10970 0 Donor Choice Black United Fund of Oregon 2828 NE Alberta St Portland OR 97211 201242136 501(c)3 10828 0 Donor Choice Meals on Wheels People PO Box 19477 Portland OR 97280 930584318 501(c)3 10704 0 Donor Choice Planned Parenthood of the Columbia Willamette 3727 NE Martin Luther King Jr Blvd Portland OR 97212 936031270 501(c)3 10502 0 Donor Choice American Red Cross of Northwest Oregon Chapter 3131 N Vancouver Ave Portland OR 97227 131962771 501(c)3 10467 0 Donor Choice Oregon FFA Foundation College of Ag- Ag Ed Dept108 Strand Ag Hall Corvallis OR 97331 202430301 501(c)3 10000 0 Donor Choice Blanchet House of Hospitality 310 NW Glisan St Portland OR 97209 936031009 501(c)3 9927 0 Donor Choice A Jesus Church Family Inc 10500 SW Nimbus Ave Bldg T Portland OR 97223 200368851 501(c)3 9280 0 Donor Choice Camp Fire Columbia 1411 SW Morrison StSuite 300 Portland OR 97205 930386901 501(c)3 9253 0 Donor Choice Catholic Charities of Oregon 2740 SE Powell Blvd Portland OR 97202 930386801 501(c)3 7712 0 Donor Choice EarthShare PO Box 426056 Washington DC 20042 521601960 501(c)3 7033 0 Donor Choice 37080 American Red Cross - Oregon Pacific Chapter Federated Payment ProcessingPO Box 73857 Chicago IL 60673 131962771 501(c)3 6891 0 Donor Choice Local Independent Charities of America 100 Smith Ranch Road Ste 122 San Rafael CA 94903 943042430 501(c)3 6554 0 Donor Choice Lawyers Campaign for Equal Justice 620 SW 5th AvenueSuite 1225 Portland OR 97204 931193792 501(c)3 5985 0 Donor Choice United Way of Columbia County PO Box 538 Rainier OR 97048 930433686 501(c)3 5745 0 Donor Choice Oregon Public Broadcasting 7140 SW Macadam Ave Portland OR 97219 930814638 501(c)3 5518 0 Donor Choice Habitat for Humanity of Oregon PO Box 11452 Portland OR 97211 931180321 501(c)3 5471 0 Donor Choice Water For People PO Box 3179 Harlan IA 51593 811166148 501(c)3 5468 0 Donor Choice Virginia Garcia Memorial Foundation PO Box 46149 Aloha OR 97007 912077840 501(c)3 5264 0 Donor Choice Regional Arts & Culture Council 411 NW Park Ave Ste 101 Portland OR 97209 931059037 501(c)3 5139 0 Donor Choice United Ways of the Pacific NW 400 Union Ave SE Suite 200 Olympia WA 98501 911055031 501(c)3 75000 0 Community Transformation Grants The Urban League of Portland 10 N Russell St Portland OR 97227 930395590 501(c)3 479486 0 Community Investment Grants & JOHS Grants Out Native American Youth and Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)3 273308 0 Community Investment Grants & JOHS Grants Out Cascade AIDS Project 520 NW Davis St Ste 215 Portland OR 97209 930903383 501(c)3 240478 0 Community Investment Grants & JOHS Grants Out Latino Network 410 NE 18th Ave Portland OR 97232 731675402 501(c)3 150644 0 Community Investment Grants & JOHS Grants Out APANO 8188 SE Division St Portland OR 97206 800252850 501(c)3 40000 0 Community Investment Grants Future Prairie 1650 NW 21st Ave 511 Portland OR 97209 833289341 501(c)3 15000 0 Community Investment Grants Next Up 1001 SE Water Ave Suite 460 Portland OR 97214 931314754 501(c)3 15000 0 Community Investment Grants LULAC Oregon 2957 SE Brookwood Ave Hillsboro OR 97123 862345057 501(c)3 6500 0 Community Investment Grants Rent assistance 349 2117607 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 CEO 255972 0 34289 0 0 0 3672 0 5581 0 299514 0 0 0 Kori Dye-Gregg COO 182278 0 0 0 0 0 5921 0 8692 0 196891 0 0 0 Dahnesh Medora Chief Impact Officer 164039 0 0 0 0 0 12619 0 10623 0 187281 0 0 0 X 7943 Cost if purchased X 27456 Cost if purchased 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 54,201. Net increase in net assets from acquisition 1,497,486.