2025-05-01T17:47:44-05:00 2024-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-07-01 936012576 UNITED WAY OF DESCHUTES COUNTY 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 X X UNITED WAY OF CENTRAL OREGON KELLY O'LAGUE 619 SW 11TH AVENUE PORTLAND OR 972052646 605025 0 X WWW.UNITEDWAYCENTRALOREGON.ORG X 1953 OR HELPING PEOPLE, CHANGING LIVES, MAKING EVERY CONTRIBUTION COUNT. X 14 14 0 0 0 0 951478 604975 35635 0 11400 50 0 0 998513 605025 568887 94552 0 0 234816 58265 0 0 0 244668 185162 1048371 337979 -49858 267046 1215264 0 46360 0 1168904 0 X UNITED WAY OF CENTRAL OREGON BRINGS PEOPLE, ORGANIZATIONS, AND BUSINESSES TOGETHER TO ADDRESS THE COMMUNITY'S MOST PRESSING HUMAN SERVICE NEEDS THROUGH SERVICES THAT CHANGE PEOPLE'S LIVES. 0 1 107470 94552 DONOR CHOICE - THE ORGANIZATION 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. DURING FEBRUARY 2024, A PLAN AND AGREEMENT OF MERGER WAS SIGNED, WHICH MERGED UNITED WAY OF THE COLUMBIA-WILLAMETTE (UWCW) AND THE UNITED WAY OF DESCHUTES COUNTY (UWCO). FOLLOWING THE MERGER, UWCW CONTINUED AS THE SURVIVING CORPORATION AND THE EXISTENCE OF UWCO CEASED. UWCO'S NET ASSETS WERE TRANSFEERRED TO UWCW AT THE END OF MARCH 2024. 107470 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 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 0 0 0 OR X KORI GREGG 5032269321 619 SW 11TH AVENUE PORTLAND OR 972052646 X 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 0 0 0 0 0 0 0 0 0 0 0 80000 524975 604975 50 50 605025 0 0 50 X 94552 94552 48665 48665 2969 2969 6631 6631 3886 3886 540 540 81000 81000 8494 8494 4022 4022 37210 37210 8463 8463 5736 5736 12918 12918 530 530 BANK FEES 5853 5853 16510 16510 337979 107470 230509 0 485799 0 176763 0 25957 0 0 0 0 0 0 4168 0 0 4220 0 267392 0 250965 0 0 0 0 1215264 0 46360 46360 0 X 1112303 0 56601 0 1168904 0 1215264 0 X 267046 61536 -1497486 X 0 0 0 X 2387136 1767153 1272796 951478 604975 6983538 2387136 1767153 1272796 951478 604975 6983538 6983538 5066 6926 8519 13011 50 33572 7017110 0.99520 0.97490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250965 250965 246694 15347 9840 1236 250965 270559 -12353 9304 2208 246694 204404 280 77063 9008 2180 270559 214107 1103 8886 1920 204404 0 0 0 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WERE TRANFERRED TO THE UNITED WAY OF THE COLUMBIA-WILLAMETTE AS PART OF THE MERGER AND WILL BE ADDED TO ITS ENDOWMENT FUNDS, WHICH WILL BE USED TO PROVIDE A PREDICTABLE STREAM OF INCOME FOR PROGRAM OPERATIONS. 0 ALZHEIMERS RESEARCH FDN-CURE ALZHEIMERS 34 WASHINGTON STREET SUITE 230 WELLESLEY HILLS MA 02481 522396428 501(C)3 15000 0 PROGRAM SUPPORT COCC FOUNDATION SCHOLARSHIP FUND 2600 NW COLLEGE WAY BEND OR 97703 936041247 501(C)3 6500 0 PROGRAM SUPPORT CASH 2024-03-31 964715 BANK STATEMENTS 930582124 UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVENUE PORTLAND OR 97205 501(C)3 INVESTMENTS 2024-03-31 751030 MARKET VALUE 930582124 UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVENUE PORTLAND OR 97205 501(C)3 PLEDGES RECEIVABLE 2024-03-31 77786 CARRYING VALUE 930582124 UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVENUE PORTLAND OR 97205 501(C)3 OTHER ASSETS 2024-03-31 10205 CARRYING VALUE 930582124 UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVENUE PORTLAND OR 97205 501(C)3 GRANTS PAYABLE AND AMOUNT DUE UWCW 2024-03-31 -306250 CARRYING VALUE 930582124 UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVENUE PORTLAND OR 97205 501(C)3 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 3 DURING THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION'S BOARD OF DIRECTORS ELECTED TO CLOSE OPERATIONS AND BEGAN EXPLORING OPTIONS TO EITHER DISSOLVE THE ORGANIZATION OR TO MERGE THE ORGANIZATION INTO ANOTHER UNITED WAY ORGANIZATION IN THE STATE OF OREGON. DURING FEBRUARY 2024, A PLAN AND AGREEMENT OF MERGER WAS SIGNED, WHICH MERGED UNITED WAY OF THE COLUMBIA-WILLAMETTE (UWCW) AND THE UNITED WAY OF DESCHUTES COUNTY (UWCO). FOLLOWING THE MERGER, UWCW CONTINUED AS THE SURVIVING CORPORATION AND THE EXISTENCE OF UWCO CEASED. UWCO'S NET ASSETS WERE TRANSFEERRED TO UWCW AT THE END OF MARCH 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CEO, COO, AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND EMPLOYEE ARE REQUIRED TO REVIEW THE POLICY, THEN SIGN A CONFLICT DECLARATION FORM ANNUALLY. IF CONFLICTS EXIST, THE CONFLICT IS DISCLOSED AND ACTION IS TAKEN AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 81,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,000. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED TO UWCW -1,497,486.