Nonprofit · EIN 93-0576632
UNITED WAY OF JACKSON COUNTY INC
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,041,160 | $2,265,975 | -$224,815 | $2,533,724 | $36,752 | $2,496,972 |
| June 30, 2024 | 990 | $2,051,732 | $2,089,158 | -$37,426 | $2,771,319 | $55,620 | $2,715,699 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,947,083
- of which government grants
- $308,813
- Program service revenue
- $0
- Investment income
- $94,077
- Net gain from sales of assets
- $81,205
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $250,000
- Compensation of officers, directors and key employees
- $325,935
- Other salaries and wages
- $375,624
- Salaries, compensation and benefits (total)
- $854,298
- Professional fundraising fees
- $0
- Occupancy
- $15,119
- Depreciation
- $34,136
- Program services (functional)
- $1,815,510
- Management and general (functional)
- $225,282
- Fundraising (functional)
- $225,183
Balance sheet and other
- Total assets, start of year
- $2,771,319
- Total assets, end of year
- $2,533,724
- Total liabilities, end of year
- $36,752
- Net assets, end of year
- $2,496,972
- Land, buildings and equipment
- $842,916
- Publicly traded securities
- $388,214
- Net assets without donor restrictions
- $1,298,125
- Net assets with donor restrictions
- $1,198,847
- Gross receipts
- $2,110,802
- Employees
- 11
- Volunteers
- 1,500
- Year formed
- 1969
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEE ANNE EVERSON | CEO/EXECUTIVE DIRECTOR Officer | 40 | $172,462 | $14,479 |
| ANNA BARNSLEY WERBLOW | CFO Officer | 40 | $85,324 | $2,560 |
| BECKY SNYDER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DR BRET CHAMPION | FIRST VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA MURREY | SECOND VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JASON LUKASZEWICZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CHRIS DUBOSE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ERICK ACOSTA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANGELA BEEKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY BELKIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSHUA BLESSE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRANDE COWDEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRENDA DOGGETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ED FELAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PENNY GARRETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE GOLDEN | DIRECTOR Trustee or director | 2 | $0 |
| LISA GREIF | DIRECTOR Trustee or director | 2 | $0 |
| AARON HOEFLING | DIRECTOR Trustee or director | 2 | $0 |
| JEFFREY HOLLISTER | DIRECTOR Trustee or director | 2 | $0 |
| JOHN HOWARD | DIRECTOR Trustee or director | 2 | $0 |
| BETH LINDSAY | DIRECTOR Trustee or director | 2 | $0 |
| FRANK LUCAS | DIRECTOR Trustee or director | 2 | $0 |
| ROBB MAYERS | DIRECTOR Trustee or director | 2 | $0 |
| LAURA MILLETTE | DIRECTOR Trustee or director | 2 | $0 |
| CATHERINE NOAH | DIRECTOR Trustee or director | 2 | $0 |
| DL RICHARDSON | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN SAUDER | DIRECTOR Trustee or director | 2 | $0 |
| BELLE SHEPHERD | DIRECTOR Trustee or director | 2 | $0 |
| SUE SLACK | DIRECTOR Trustee or director | 2 | $0 |
| MARIAH SMITH | DIRECTOR Trustee or director | 2 | $0 |
| REBECCA SMITH | DIRECTOR Trustee or director | 2 | $0 |
| DAN THORNDIKE | DIRECTOR Trustee or director | 2 | $0 |
| ERIC TORREY | DIRECTOR Trustee or director | 2 | $0 |
| COOPER WHITMAN | DIRECTOR Trustee or director | 2 | $0 |
| DON KANIA | FORMER DIRECTOR TERM 07/2024 Trustee or director | 2 | $0 |
| SEANNE MCVARISH | FORMER DIRECTOR TERM 09/2024 Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEE ANNE EVERSON | CEO/EXECUTIVE DIRECTOR Officer | 40 | $161,923 | $15,635 |
| ANNA BARNSLEY WERBLOW | CFO Officer | 40 | $43,078 | $1,292 |
| BECKY SNYDER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ANDY FARBER | FIRST VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DR BRET CHAMPION | SECOND VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JASON LUKASZEWICZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA MURREY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ERICK ACOSTA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANGELA BEEKS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY BELKIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSHUA BLESSE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARLEY BOLEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRENDA DOGGETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRIS DUBOSE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE ERB | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PENNY GARRETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNE GOLDEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AARON HOEFLING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN HOWARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DON KANIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH LINDSAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRANK LUCAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBB MAYERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SEANNE MCVARISH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA MILLETTE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CATHY NOAH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DL RICHARDSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN SAUDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BELLE SHEPHERD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIAH SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REBECCA SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAN THORNDIKE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COOPER WHITMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN YOUNG | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 60 HAWTHORNE ST, MEDFORD, OR 97504-7114
- Principal officer (990 for 2024)
- DEE ANNE EVERSON, 60 HAWTHORNE STREET, MEDFORD, OR 97504
- Signed the 990
- DEE ANNE EVERSON, CEO/EXECUTIVE DIRECTOR
- Phone
- (541) 773-5339
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE.
Program accomplishments
- 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.Expenses $1,384,806
- 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.Expenses $430,704 · grants $250,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0576632
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,533,724
- Income (IRS master file)
- $2,110,802
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,041,160 | $2,265,975 | $2,533,724 | XML |
| 990 | June 2024 | $2,051,732 | $2,089,158 | $2,771,319 | XML |
| 990 | June 2023 | $2,745,083 | $2,114,309 | $2,777,971 | IRS |
| 990 | June 2022 | $2,280,996 | $3,348,599 | $2,148,226 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0576632).
Questions about UNITED WAY OF JACKSON COUNTY INC
- What is the EIN of UNITED WAY OF JACKSON COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF JACKSON COUNTY INC is 93-0576632.
- Is UNITED WAY OF JACKSON COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to UNITED WAY OF JACKSON COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF JACKSON COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF JACKSON COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF JACKSON COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF JACKSON COUNTY INC?
- The 990 for the year ended June 30, 2025 names DEE ANNE EVERSON.
- Who are the officers and directors of UNITED WAY OF JACKSON COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 36 people; 2 received compensation from the organization, the highest $172,462 (DEE ANNE EVERSON, CEO/EXECUTIVE DIRECTOR).
- How much revenue does UNITED WAY OF JACKSON COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,041,160, expenses of $2,265,975 and total assets of $2,533,724 at year end.
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