2025-12-12T14:56:26-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2024-07-01 930576632 UNITED WAY OF JACKSON COUNTY INC UNIT 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 5417735339 2025-12-08 1 1 APRIL STITH P01245039 5418571040 2025-12-08 2024 2025-03-06 01:10:19Z DEE ANNE EVERSON 60 HAWTHORNE STREET MEDFORD OR 97504 2110802 0 X WWW.UNITEDWAYOFJACKSONCOUNTY.ORG X 1969 OR MOBILIZING CARING TO AFFECT CHANGE. 32 32 11 1500 0 0 1928966 1947083 0 0 122766 94077 0 0 2051732 2041160 218712 250000 0 0 708501 854298 0 0 225183 1161945 1161677 2089158 2265975 -37426 -224815 2771319 2533724 55620 36752 2715699 2496972 THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE. 0 0 1384806 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 15 OTHER IMPACT PROJECTS. OUR COMMUNITY IMPACT PROJECTS INCLUDE BIG IDEA NEXT, A PROGRAM FOCUSED ON INCREASING GRADUATION FOR STUDENTS IN ALTERNATIVE PROGRAMS; VITA/FSA, OUR FREE INCOME TAX PREPARATION; TOMORROW NEEDS YOU, A SUICIDE PREVENTION PROGRAM, AND MOBILITY MANAGEMENT TO REDUCE BARRIERS FOR PEOPLE TO GET WHERE THEY WANT AND NEED TO GO. 430704 250000 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 34 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/EVALUATE EACH APPLICATION AND VISIT. VOLUNTEERS MAKE RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS WHO HAVE FINAL APPROVAL OF ALL ALLOCATIONS. 1815510 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 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 24 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 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 172462 0 14479 ANNA BARNSLEY WERBLOW CFO 40.00 X 85324 0 2560 BECKY SNYDER PRESIDENT 2.00 X X 0 0 0 DR BRET CHAMPION FIRST VICE PRESIDENT 2.00 X X 0 0 0 JESSICA MURREY SECOND VICE PRESIDENT 2.00 X X 0 0 0 JASON LUKASZEWICZ TREASURER 2.00 X X 0 0 0 CHRIS DUBOSE SECRETARY 2.00 X X 0 0 0 ERICK ACOSTA 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 BRANDE COWDEN DIRECTOR 2.00 X 0 0 0 BRENDA DOGGETT DIRECTOR 2.00 X 0 0 0 ED FELAN DIRECTOR 2.00 X 0 0 0 PENNY GARRETT DIRECTOR 2.00 X 0 0 0 ANNE GOLDEN DIRECTOR 2.00 X 0 0 0 LISA GREIF DIRECTOR 2.00 X 0 0 0 AARON HOEFLING DIRECTOR 2.00 X 0 0 0 JEFFREY HOLLISTER DIRECTOR 2.00 X 0 0 0 JOHN HOWARD DIRECTOR 2.00 X 0 0 0 BETH LINDSAY 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 LAURA MILLETTE DIRECTOR 2.00 X 0 0 0 CATHERINE NOAH DIRECTOR 2.00 X 0 0 0 DL RICHARDSON DIRECTOR 2.00 X 0 0 0 SUSAN SAUDER DIRECTOR 2.00 X 0 0 0 BELLE SHEPHERD 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 ERIC TORREY DIRECTOR 2.00 X 0 0 0 COOPER WHITMAN DIRECTOR 2.00 X 0 0 0 DON KANIA FORMER DIRECTOR TERM 07/2024 2.00 X 0 0 0 SEANNE MCVARISH FORMER DIRECTOR TERM 09/2024 2.00 X 0 0 0 257786 0 17039 1 0 1 0 0 1586465 308813 51805 1947083 12872 12872 150847 69642 81205 81205 81205 2041160 0 0 94077 250000 250000 325935 209548 64594 51793 375624 216874 77847 80903 12188 7373 2506 2309 79154 45650 17173 16331 61397 37125 12553 11719 48777 29493 9973 9311 14711 10151 4560 63122 35942 13762 13418 17671 10685 3613 3373 15119 9142 3091 2886 29649 17928 6062 5659 27726 16636 5545 5545 34136 20641 6980 6515 7743 4682 1583 1478 COMMUNITY PROJECTS 829944 820561 9383 FIRE ASSISTANCE 73079 73079 2265975 1815510 225282 225183 820112 244157 68382 57426 174350 467046 2881 2695 1027189 184273 845947 842916 348971 388214 510676 531270 2771319 2533724 40046 23125 15574 13627 55620 36752 X 1613470 1298125 1102229 1198847 2715699 2496972 2771319 2533724 X -224815 6088 X X 0 1 X 1 1 1 X 6520114 2309704 2678476 1928966 1947083 15384343 6520114 2309704 2678476 1928966 1947083 15384343 254360 15129983 33775 12872 46647 15430990 0.98050 0.98140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 354736 6088 1 360823 342346 12390 354736 336571 5775 342346 361293 -24722 336571 332588 28705 361293 1.00000 1 0 96702 96702 831915 90675 741240 98572 93598 4974 842916 BENEFICIAL INTEREST IN LATHAM TRUST 247707 ASSETS RESTRICTED BY DONORS 283563 531270 X 2080446 33198 6088 39286 2041160 0 2041160 2299173 33198 33198 2265975 0 2265975 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION; ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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 YMCA 540 YMCA WAY ASHLAND OR 97520 930386976 501(C)(3) 7000 0 AFTER SCHOOL AND PRESCHOOL SCHOLARSHIPS CASA 409 N FRONT ST MEDFORD OR 97501 943215621 501(C)(3) 7000 0 ADVOCACY SUPPORT CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 237227761 501(C)(3) 9000 0 BUILDING RESILIENT AND STABLE FAMILIES CHILDREN'S ADVOCACY CENTER 816 W 10TH ST MEDFORD OR 97501 943079497 501(C)(3) 6000 0 THERAPY AND SUPPORT SERVICES COMMUNITY VOLUNTEER NETWORK ONE WEST MAIN ST 303 MEDFORD OR 97501 930892261 501(C)(3) 18500 0 FOSTER GRANDPARENTS AND CALL-A-RIDE COMMUNITY WORKS 2594 E BARNETT RD SUITE C MEDFORD OR 97504 930892261 501(C)(3) 10000 0 DUNN HOUSE SHELTER & SEXUAL ASSAULT SVC COMPASS HOUSE 37 N IVY ST MEDFORD OR 97501 931294230 501(C)(3) 6000 0 SKILL DEVELOPMENT CONSUMER CREDIT 820 CRATER LAKE AVE 202 MEDFORD OR 97504 930585893 501(C)(3) 8000 0 CREDIT COUNSELING FOOD & FRIENDS 2860 STATE ST MEDFORD OR 97504 521648941 501(C)(3) 11000 0 SENIOR MEALS HABITAT FOR HUMANITY RV PO BOX 688 MEDFORD OR 97501 930971629 501(C)(3) 9000 0 CONSTRUCTION TRAINING HEARTS WITH A MISSION 711 MEDFORD CENTER 334 MEDFORD OR 97504 208678122 501(C)(3) 7000 0 EMPOWERING YOUNG MINDS 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) 15000 0 SURVIVOR CARE KIDS UNLIMITED 821 N RIVERSIDE AVE MEDFORD OR 97501 931329922 501(C)(3) 9000 0 AFTERSCHOOL PROGRAMS LA CLINICA DEL VALLE 931 CHEVY WAY MEDFORD OR 97504 943096772 501(C)(3) 8000 0 SUPPORT FOR HEALTH CARE FOR LOW INCOME INDIVIDUALS LIVING OPPORTUNITIES PO BOX 1105 MEDFORD OR 97501 930640525 501(C)(3) 15000 0 SUPPORTED LIVING AND EMPLOYMENT MAX'S MISSION 1117 E MAIN ST UNIT 3 MEDFORD OR 97504 814542557 501(C)(3) 10000 0 NALOXONE EDUCTION PROJECT YOUTH PO BOX 1407 GRANTS PASS OR 97528 263161884 501(C)(3) 6000 0 WHATEVER IT TAKES (WIT) MENTORING PROGRAM RESOLVE 1237 N RIVERSIDE AVE 25 MEDFORD OR 97501 931040395 501(C)(3) 6000 0 RESTORATIVE JUSTICE IN SOUTHERN OREGON SCHOOLS ROGUE FOOD UNITES 567 WALKER AVE ASHLAND OR 97520 853168023 501(C)(3) 6000 0 HEALTHY FAMILIES ROGUE RETREAT 711 E MAIN STREET 25 MEDFORD OR 97504 931261999 501(C)(3) 13500 0 SHELTER AND SUPPORTIVE SERVICES ROGUE VALLEY YMCA 522 W 6TH ST MEDFORD OR 97501 930391645 501(C)(3) 8000 0 CHILD CARE/ENRICHMENT TALENT MAKER CITY 304 E MAIN TALENT OR 97540 TALENT OR 97540 814733512 501(C)(3) 7000 0 STEM PROGRAM SUPPORT 25 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. ALL FUNDED PARTNERS ARE REQUIRED TO SUBMIT THEIR MOST CURRENT IRS 990 AND BOARD-APPROVED YEAR-END FINANCIAL STATEMENTS. IF THE AGENCY IS REQUIRED TO DO AN AUDIT FOR OTHER FUNDERS, A COPY OF THE AUDIT IS REQUIRED TO BE SUBMITTED TO UNITED WAY. X X X 0 0 0 0 0 0 0 0 0 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 164267 0 7024 0 1171 0 5174 0 9305 0 186941 0 0 0 PART I, LINE 3 THE PERSONNEL COMMITTEE OF THE ORGANIZATION IS RESPONSIBLE FOR THE ANNUAL EVALUATION OF THE CEO/EXECUTIVE DIRECTOR. THE UNITED WAY SUBSCRIBES AND PARTICIPATES IN A STATEWIDE NONPROFIT SALARY SURVEY PRODUCED BY MBL GROUP. THIS IS USED FOR COMPARABLE SALARY INFORMATION. COMPENSATION IS PROPOSED BY THE PERSONNEL COMMITTEE AND APPROVED BY THE BOARD. 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. 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 6,088.