2024-11-11T12:06:32-06:00 2024-06-30 910189318 MOSS ADAMS LLP 221 STEWART AVENUE SUITE 301 MEDFORD OR 97501 990 2023-07-01 930576632 UNITED WAY OF JACKSON COUNTY INC UNIT 5417735339 60 HAWTHORNE STREET MEDFORD OR 97504 DEE ANNE EVERSON CEO/EXECUTIVE DIRECTOR 5417735339 2024-11-04 1 1 APRIL STITH P01245039 5418571040 2024-11-04 2023 2024-10-15 13:58:12Z DEE ANNE EVERSON 60 HAWTHORNE STREET MEDFORD OR 97504 2310183 0 X WWW.UNITEDWAYOFJACKSONCOUNTY.ORG X 1969 OR MOBILIZING CARING TO AFFECT CHANGE. 29 29 9 1500 0 0 2678476 1928966 0 0 66607 122766 0 0 2745083 2051732 219259 218712 0 0 711999 708501 0 0 175950 1183051 1161945 2114309 2089158 630774 -37426 2777971 2771319 37235 55620 2740736 2715699 THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE. 0 0 1338475 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 17 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; AND MOBILITY MANAGEMENT TO REDUCE BARRIERS FOR PEOPLE TO GET WHERE THEY WANT AND NEED TO GO. 384861 218712 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. 1723336 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 14 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 161923 0 15635 ANNA BARNSLEY WERBLOW CFO 40.00 X 43078 0 1292 BECKY SNYDER PRESIDENT 2.00 X X 0 0 0 ANDY FARBER FIRST VICE PRESIDENT 2.00 X X 0 0 0 DR BRET CHAMPION 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 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 BRENDA DOGGETT DIRECTOR 2.00 X 0 0 0 CHRIS DUBOSE DIRECTOR 2.00 X 0 0 0 STEVE ERB 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 AARON HOEFLING DIRECTOR 2.00 X 0 0 0 JOHN HOWARD DIRECTOR 2.00 X 0 0 0 DON KANIA 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 SEANNE MCVARISH DIRECTOR 2.00 X 0 0 0 LAURA MILLETTE 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 SUSAN SAUDER DIRECTOR 2.00 X 0 0 0 BELLE SHEPHERD 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 COOPER WHITMAN DIRECTOR 2.00 X 0 0 0 BRIAN YOUNG DIRECTOR 2.00 X 0 0 0 205001 0 16927 1 0 1 0 0 1815182 110000 3784 1928966 381217 258451 122766 122766 122766 2051732 0 0 122766 218712 218712 223393 156046 40474 26873 338377 197793 71554 69030 9888 5771 2093 2024 83809 50175 18215 15419 53034 33156 10707 9171 35213 22014 7109 6090 7511 4730 2781 55362 32709 11488 11165 10417 6513 2103 1801 12582 7866 2540 2176 45124 28210 9111 7803 26816 16090 5363 5363 35361 22107 7139 6115 9786 6118 1976 1692 COMMUNITY PROJECTS 761408 752961 8447 FIRE ASSISTANCE 162365 162365 2089158 1723336 189872 175950 351600 820112 712151 417353 370471 174350 1252 2881 996084 150137 880558 845947 461939 510676 2777971 2771319 18382 40046 18853 15574 37235 55620 X 1433134 1613470 1307602 1102229 2740736 2715699 2777971 2771319 X -37426 12389 X X 0 1 X 1 1 1 X 1477169 6520114 2309704 2678476 1928966 14914429 1477169 6520114 2309704 2678476 1928966 14914429 228673 14685756 15768 33775 49543 14963972 0.98140 0.97520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 342346 12390 354736 336571 5775 342346 361293 -24722 336571 332588 28705 361293 345979 -13391 332588 1.00000 1 0 96702 96702 804486 62054 742432 94896 88083 6813 845947 BENEFICIAL INTEREST IN LATHAM TRUST 241620 ASSETS RESTRICTED BY DONORS 269056 510676 2092712 28591 12389 40980 2051732 0 2051732 2117749 28591 28591 2089158 0 2089158 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 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 GRANDPARENTS AND CALL-A-RIDE COMMUNITY WORKS 2594 E BARNETT RD SUITE C MEDFORD OR 97504 930892261 501(C)(3) 13160 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 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 97501 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 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 159998 0 0 0 1925 0 4858 0 10777 0 177558 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 12,389.