2025-10-31T14:30:56-07:00 2024-12-31 201726392 MICHELLE A PECORA CPA PC 537 HIGH STREET SE SALEM OR 97301 990 2024-01-01 930395586 UNITED WAY OF THE MID-WILLAMETTE VALLEY UNIT 5033631651 455 BLILER AVE NE SALEM OR 97301 KEVIN COUEY CFO 2025-10-31 true true Michelle A Pecora P00009440 5037791902 2024 2025-03-06 01:10:19Z JORDAN TRUITT 455 BLILER AVE NE SALEM OR 973015069 8806136 false X WWW.UNITEDWAYMWV.ORG X 1937 OR Our work is centralized around four focus areas: developing housing for all, strengthening children and families, building community capacand meeting basic needs. 18 18 194 1289 0 12301808 7878637 185118 295791 82092 116609 39214 70824 12608232 8361861 1380323 555652 0 1586167 1693148 0 247076 9989129 4213914 12955619 6462714 -347387 1899147 7132349 9017873 1082784 1059235 6049565 7958638 Uniting people and resources to build thriving and resilient communities. We find every dollar we can to address these critical issues, but we are more than fundraisers. Our work is centralized around four focus areas; developing housing for all, strengthening children and families, building community capacity, and meeting basic needs. Guided by these, we look for innovative projects, we support area service partners with grant funding and work to increase resources for our tri-county area. false false 5663754 555652 COMMUNITY IMPACT:For over eighty years, United Way of the Mid-Willamette Valley has built bridges to the community that focused on developing resources for nonprofits. Today, we reach for higher outcomes, address wider gaps, and cultivate a culture of collaboration and partnership to assure equity, inclusion and diversity are a part of every part of our work. Here are some highlights of our work in 2024.AWESOME 3000: 2024 Impact: 380 community volunteers, 2258 participants ranging in age from 3 18 years old. Awesome 3000, once billed as the largest youth fun run west of the Mississippi, resumed after a three-year hiatus under the leadership of the United Way. The Awesome 3000 serves as a fundraiser for the Salem-Keizer School Fund. The proceeds of this run go towards SKSD staff grants for innovative practices.COTTAGES UNITED PROGRAM: This program has created a sustainable, affordable solution to the ever-growing issue of seniors at risk of homelessness. HUD considers a person housing burdened if their monthly housing costs are greater than 30% of a persons income. Many older Oregonians are entitled to Social Security benefits. However, these benefits (currently averaging $1,529 per month for an individual) remain well below the poverty line and often fail to cover the cost of housing. In 2021, we acquired the land and completed the bulk of the background work to lay the foundation for the next phase of this complicated but necessary project. In 2023, we broke ground and completed construction on 10 units that currently house 11 tenants. We are currently working on the construction of 15 more units that will break ground in late 2026 for a total of 25 affordable senior living cottages.GOOD360 GIFTS IN KIND PROGRAM: 2024 IMPACT: 274,367 community members served through 75 Non-Profit Agencies, 380 VOLUNTEERS, 4325 Volunteer HRS. As the regional hub for this national program, the United Way of the Mid-Willamette Valley is uniquely positioned to support hundreds of area service providers, schools, faith-based groups and other nonprofit partners. The Good360 Gifts in Kind Program has grown exponentially in the last year. The program continued to provide goods valued at $9.5 million to those in need and allows area non-profits and schools to use their program dollars on other things.SAFESLEEP UNITED WOMENS SHELTER: 2024 IMPACT: 7822 SHELTER NIGHTS and 11,876 MEALS PROVIDED TO over 216 UNDUPLICATED WOMEN AND CHILDREN: 187 single women, 10 moms, and 19 kids. We also sheltered 31 dogs, 5 cats, 1 lizard, and 1 bunny!As one of the most vulnerable populations, the women who were unsheltered in our community needed a safe, reliable place to sleep safely for the night. Working with our partners, United Way established a unique and vital low barrier shelter where women can feel safe sleeping for the evening. Low barrier reflects a housing-first approach, where people are welcomed as they are, without needing to be clean, sober, employed, or employable as entry criteria. We meet and serve women where they are at as long as they can do activities of daily living independently and behave respectfully. Of the 216 women and kids we sheltered in 2024, 116 individuals, or 53.7%, moved to living arrangements that are considered more stable than overnight emergency shelter.Services offered: Beyond safe sleep, we offer belonging, dignity, and respect, as well as resources, referrals, supports, advocacy, housing assessments, wellness classes, mindfulness exercises, budgeting, employment, and goal planning assistance, community engagement options, and supports for women and families to find and move to permanent housing or shelters with more supports. SCHOOL-AGE ENRICHMENT: 2024 IMPACT: 4719 STUDENTS SERVED, 135 VOLUNTEERS, 4586 HOURS. School Age Enrichment provides equitable programming for academic enrichment at 8 different school sites including elementary, middle, and high schools to encourage youth development and to promote family involvement. College and Career readiness was also offered at area high schools with mentors who provide 1:1 assistance to high school students with post-secondary plans. 5663754 true false false false false false false false false true true false false false true true false true false false false false false false false false false true false false false false false false false false false false true false false false true true false false false true 38 0 true 194 true false false false false false false false 0 false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false OR X X Rhonda Wolf 5033631651 455 BLILER AVE NE SALEM OR 97301 RHONDA WOLF CEO 39.00 1.00 X 137600 0 9712 KEVIN COUEY CFO 40.00 0.00 X 94195 0 1345 JORDAN TRUITT CHAIR 1.00 0.00 X X 0 0 0 JEREMIAH JAMES Treasurer 1.00 0.50 X X 0 0 0 KEVIN CAMERON Director 1.00 0.00 X 0 0 0 MATTHEW CASEBEER PAST CHAIR 1.00 0.00 X X 0 0 0 CARLOTTA ALVERSON Director 1.00 0.00 X 0 0 0 LYLE MORDHORST Director 1.00 0.00 X 0 0 0 KATIE COSTIC Director 1.00 0.00 X 0 0 0 LESA GOFF VICE CHAIR 1.00 0.50 X X 0 0 0 RYAN RASMUSSEN Director 1.00 0.00 X 0 0 0 MORGAN SUND Secretary 1.00 0.00 X X 0 0 0 TINA DECAMP Director 1.00 0.00 X 0 0 0 TAMI LEVIN Director 1.00 0.00 X 0 0 0 RAUL MARQUEZ Director 1.00 0.00 X 0 0 0 COOPER MORRIS Director 1.00 0.00 X 0 0 0 RICARDO SOTO GONZALES Director 1.00 0.00 X 0 0 0 WENDY LAUDETTE Director 1.00 0.00 X 0 0 0 EMERSON CARELLA Director 1.00 0.00 X 0 0 0 JOSH FRANKE Director 1.00 0.00 X 0 0 0 231795 11057 1 false false false WEST PEAK INTERIOR CONSTRUCTION LLC PO BOX 5188 SALEM OR 97304 CONSTRUCTION WORK 776737 WOODBURN CONSTRUCTION CMGC LLC PO BOX 129 WOODBURN OR 97071 CONSTRUCTION WORK 278985 2 1471184 1446160 4961293 4849827 7878637 Administrative Fees 900099 211824 211824 Participation Fees 900099 83967 83967 295791 50102 50102 0 0 50800 50800 50800 50800 510782 444275 66507 66507 66507 0 0 0 OTHER REVENUE 900099 20024 20024 20024 8361861 366615 116609 555652 555652 0 0 0 253390 102295 97339 53756 0 1166778 867634 160066 139078 9293 6910 1275 1108 127711 94968 17520 15223 135976 101114 18654 16208 0 3719 2745 974 54701 3333 50834 534 11665 11665 0 9316 9316 57310 51400 5910 32870 29753 3117 132576 117788 11813 2975 30737 18000 12737 0 103758 101825 1210 723 1948 1866 57 25 0 7861 7530 232 99 0 22636 2382 20254 111245 109171 1299 775 43068 2125 40943 Distribution of Donated Goods 3098438 3098438 CONTRACT SVS - LT RECOVERY GRP 200593 200593 Community Impact Program Exp 104578 104578 CENTURY 21 ALLOCATED COSTS 80000 80000 106895 83654 6669 16572 6462714 5663754 551884 247076 803015 408623 706650 225077 848802 841418 151032 18500 0 0 0 257291 1967365 27360 23173 4787482 641812 3038317 4145670 1296397 1384960 0 0 0 3485 3087 7132349 9017873 421595 341764 340750 320439 717471 1082784 1059235 X 5478936 7745973 570629 212665 6049565 7958638 7132349 9017873 1899147 9926 X false true X true true true X 5800836 5754195 11664531 12301809 7878637 43400008 0 0 5800836 5754195 11664531 12301809 7878637 43400008 0 43400008 28098 43048 43169 51529 50102 215946 0 0 43615954 0.99500 0.99470 X 240218 240218 218734 21484 240218 248419 -29685 218734 224874 23545 248419 178653 46220 224873 false false false 426000 426000 3668912 478124 3190788 381402 116212 265190 311168 47476 263692 4145670 CAPITAL LEASE PAYABLE 52329 DESIGNATIONS PAYABLE 353974 OPERATING LEASE LIABILITY 311168 717471 X 8144678 9926 9926 8134752 227109 227109 8361861 6235605 6235605 227109 227109 6462714 Part X : FIN48 Footnote United Way is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Exemptions from the State of Oregon corporation excise tax are provided by Oregon Revised Statutes 317.080. In any year in which United Way has gross receipts from unrelated business activities of $1,000 or more, it must file Form 990-T with the Internal Revenue Service and pay tax on such income, less any related deductions. There was no such income for the years ended December 31, 2024 or 2023.United Way follows US GAAP related to the recognition of uncertain tax positions. These standards provide detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions. These standards require an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position would not be sustained if examined by a taxing authority. Management has determined that United Way had no uncertain tax positions as of December 31, 2024 and 2023, and therefore no amounts have been accrued.United Way files informational and income tax returns in the United States, state and local jurisdictions, as applicable. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $227109 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AMOUNTS DESIGNATED BY DONORS $227109 true ACRES OF HOPE 6665 RICKREALL RD INDEPENDENCE OR 97351 825147202 15000 0 EQUIPMENT PURCHASES BOYS & GIRLS CLUB 2007 STATE ST SALEM OR 97301 930581470 10000 0 INSTALL ENERGY EFFICIENT LIGHTING FAMILY BUILDING BLOCKS 2425 LANCASTER DR NE SALEM OR 97305 920387062 26413 0 ELECTRIC BUS PURCHASE FAMILY YMCA OF MARION & POLK 685 COURT ST NE SALEM OR 97301 930386982 12730 0 YOUTH SPORTS EQUIP/SUMMER ENRICHMNT LIBERTY HOUSE 2685 4TH ST NE SALEM OR 97301 931236936 16000 0 ENERGY EFFICIENT UPGRADES FOR BLDGS NORTH SALEM HIGH SCHOOL 765 14TH ST NE SALEM OR 97301 936000763 50000 0 DISABILITY ACCESS PARAKATA CONSULTING 3009 OXFORD ST WOODBURN OR 97071 227095999 152000 0 BUSINESS SUPPORT/EDUCATION SALEM LEADERSHIP FOUNDATION PO BOX 7384 SALEM OR 97303 931215089 6000 0 LIFT UP PIE PROJECT SHELLYS HOUSE PO BOX 13763 SALEM OR 97309 33000 0 HOUSE REMODEL 7 2 Grantmaker's Description of How Grants are Used UNITED WAY GRANT PROCESSThe grant process is open year round, with the caveat of available funding. Grants are accepted online and presented to the board of directors with a summary of available funds. United Way requires funded organizations to submit two reports during the funding period, one at 6-months after the award date and a final report at the year anniversary. The reports ask the organization to provide narrative and detail describing how grant monies were used, how the funding impacted the communities served, outputs created, number of partners involved in the project(s), what outcomes were achieved, how sustainability was created to maintain the project(s) ongoing and the number and demographic of clients served. The Resource Development Director and COO review the reports submitted by the grantees. If a grantee is underperforming, a remediation plan is created. The directors review and provide recommendations to the board when grantees fail to fulfill grant outcomes or fail to complete required reports. In addition, funded partners are required to provide financial reports and documents as part of their year-end report.United Way/Willamette MBA Community Grant PartnershipIn 2019 United Way partnered with Willamette Universitys Philanthropic Investment for Community Impact program by contributing $100,000 to be allocated through community grants that support United Ways funding initiatives. The program operates under the externally facing name of the Willamette MBA Community Grant Program since the course was launched in the fall of 2016. This course is a central component of Willamette MBAs not-for-profit management concentration and helps build future leaders in the sector.Each academic year, a new cohort of second-year MBA students oversees the Willamette MBA Community Grant Program and designs a competitive grant cycle. While there is some continuity year over year, each cohort is unique in background, personality, and approach. Each cohort chooses their mission, vision, values, and principles which serve as a guide for decision making. They also choose their own funding areas and criteria for evaluation. To inform these decisions, they learn from not-for-profit leaders and learn about the issues affecting Marion, Polk, and Yamhill counties.The program uses a two-step application process starting with a letter of intent open to all organizations. After an initial review, select organizations are invited to complete a full proposal. Students review applicants on several criteria, including an evaluation of leadership, organizational capacity, indicators of project/program success, and financial health. Finalists are invited to host an onsite visit. Final evaluation of applicants occurs in March, and grantees are awarded in April. Students then follow up with grantees 6-months and 12-months after funds have been awarded. X 4828297 SALES VALUE X 1 21530 FMV false true true Part I, Line 32, Hire and Use of Third Parties United Way uses an investment broker to accept and sell donated publicly traded securities. For donated real estate, United Way uses a real estate agent to sell donated property. Form 990, Part VI, Section B, Line 11b The Form 990 is reviewed and approved by United Ways CEO prior to its filing. In addition, the Form 990 is distributed to all board members for their review prior to its filing. Form 990, Part VI, Section B, Line 12c AN ANNUAL REVIEW IS PERFORMED OF THE CONFLICT OF INTEREST STATEMENTS FILED BY EACH MEMBER OF THE BOARD. Form 990, Part VI, Section B, Line 15a THE CEO'S SALARY REVIEW IS PERFORMED BY THE EXECUTIVE COMMITTEE ON BEHALF OF THE FULL BOARD OF DIRECTORS. THE SALARY REVIEW PROCESS INCLUDES A COMPARISON TO THE COMPENSATION LEVELS OF OTHER CEO/EXECUTIVE DIRECTOR'S SALARIES OF SIMILAR SIZED UNITED WAY ORGANIZATIONS. THE BOARD HAS GIVEN THE AUTHORITY TO THE CEO TO SET STAFF SALARIES IN ACCORDANCE WITH ESTABLISHED RANGES AS LONG AS SALARIES ARE WITHIN THE BOARD APPROVED BUDGET. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. SAFESLEEP UNITED LLC 455 BLILER AVE NE SALEM OR 97301 853890734 OVERNIGHT WOMEN'S SHELTER OR UNITED WAY OF THE MID WILLAMETTE VALLEY UWMWV PROPERTIES LLC 455 BLILER AVE NE SALEM OR 97301 853898907 PROPERTY TRANSACTIONS OR UNITED WAY OF THE MID WILLAMETTE VALLEY UNITED COMMUNITY FOUNDATION 455 BLILER AVE NE SALEM OR 97301 853890509 UWMWV SUPPORTING ORGANIZATION OR 501(C)(3) 12a UNITED WAY OF THE MID WILLAMETTE VALLEY false CANOPI 455 BLILER AVE NE SALEM OR 97301 853899577 NON-PROFIT MANAGEMENT OR 501(c)(3) 7 UNITED WAY OF THE MID WILLAMETTE VALLEY false false false false false false false false false false false false false false false true false false false false UNITED COMMUNITY FOUNDATION o 20000 COST