2019-05-15T13:20:11-05:00 2018-06-30 930743240 Hoffman Stewart & Schmidt PC 3 CenterPointe Drive Suite 300 Lake Oswego OR 970358663 990 2017-07-01 930582124 United Way of the Columbia-Willamette UNIT 5032289131 619 SW 11th Avenue No 300 Portland OR 972052646 Chelsea Sokolow Interim President/CEO 5032269321 2019-05-14 1 Robert M Prill P00236613 5032205900 74.95.39.225 2019-05-14 15:15:25 PD P F53772F4C0ACFEE5EC4D92257A86677F175CC1FC 76E610E35C372A61DBF352CE270A820F287984D1 2017 2019-02-21 02:37:17Z Chelsea Sokolow 619 SW 11th Avenue No 300 Portland OR 972052646 24051854 0 X www.unitedway-pdx.org X 1952 OR Helping people, changing lives, making every contribution count. 20 20 87 22868 0 42480 28851637 22889785 174320 19882 4300519 577281 13291 53123 33339767 23540071 22210133 13229941 0 0 5114594 4116213 0 0 1750652 2348014 6409490 29672741 23755644 3667026 -215573 24400809 21945954 8441560 5906227 15959249 16039727 X Improve lives, strengthen communities and advance equity by mobilizing the caring power of people across our metro area. See Schedule O. 0 0 4188406 3101475 59224 Transformation Grants - The Community Transformation Strategy is envisioned as a collective impact model with a long-term focus on transforming communities. United Way is focusing on breaking the cycle of childhood poverty by investing in the highest need communities across our region to improve educational outcomes for young people, stabilize the families in which they live, and build strong and connected communities around them. (See Schedule O for more information) United Way has selected one collaborative to invest in through the Community Transformation strategy. The community collaborative consists of a number of organizations and/or groups from different sectors that are working together in alignment with UWCW's new strategic goals of successful kids, stable families and connected communities. UWCW is engaging with the collaborative as a partner in a planning process to co-create a business and work plan that achieves the results outlined by the collaborative to create impact in their community. Safety Net Grants - The Safety Net funding strategy is designed to provide critical aid for our most vulnerable families through short-term, non-competitive investments in supportive programs that provide housing, food, heat, utilities and other essential needs for individuals that, due to an unforeseen personal crisis, disaster or emergency in their lives, would benefit from additional assistance. Safety Net partnerships are one-year in length and the grant amount varies by organization. 6856964 6856964 Donor Choice United Way 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. 8887667 3271502 Early Learning Hubs - Early Learning Multnomah (ELM) and Early Learning Washington County are two of sixteen state-designated early learning hubs throughout Oregon. Oregon's early learning hubs are designed to create an aligned and coordinated early childhood system of services and supports for families to ensure that children have what they need to thrive in school and life. (See Schedule O for more information) Each hub is working locally to make early learning resources and supports more available, more accessible, and more effective for children and families that have historically been underrepresented in services. Operating since May 2014, ELM is jointly managed by the United Way of the Columbia-Willamette and Multnomah County. United Way of the Columbia-Willamette serves as the lead agency and overall project manager with fiscal and program accountability to the State of Oregon's Early Learning Division and the Early Learning Council. Multnomah County provides program development, procurement, contract management and monitoring functions on behalf of services funded through Early Learning Multnomah. ELM staff are housed in both agencies. Early Learning Washington County - co-convened by United Way of the Columbia-Willamette and Washington County, focuses on improving educational outcomes for children in Washington County. 498637 13781 Hands On Greater Portland provides a link for individuals, families, corporate and community groups to join together and engage in meaningful volunteer opportunities across the Greater Portland region. Hands On Greater Portland offers unique, fun, and flexible ways to get connected and involved, and provides volunteer management resources to the nonprofit sector. 498637 13781 20431674 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 40 0 1 87 1 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA OR X X Kori Gregg 5032289131 619 SW 11TH Avenue Portland OR 972052646 Mayra Arreola Director 0.50 X 0 0 0 Chris Delaney Director 0.50 X 0 0 0 Sean Edwards Director 0.50 X 0 0 0 John Ewert Treasurer 0.50 X X 0 0 0 Greg Geshel Director 0.50 X 0 0 0 Jason Green Secretary 0.50 X X 0 0 0 Heather Guthrie Chair 0.50 X X 0 0 0 James Harker Director 0.50 X 0 0 0 Janet LaBar Director 0.50 X 0 0 0 Mohan Nair Director 0.50 X 0 0 0 Mark Poling Director 0.50 X 0 0 0 Kevin Rask Director 0.50 X 0 0 0 Diane Rosenbaum Director 0.50 X 0 0 0 Mike Scott Director 0.50 X 0 0 0 Traci Rossi Director 0.50 X 0 0 0 Todd Spear Director 0.50 X 0 0 0 Pradeep Tempalli Director 0.50 X 0 0 0 Andrew Tweedie Director 0.50 X 0 0 0 Alan Yordy Director 0.50 X 0 0 0 Charlene Zidell Director 0.50 X 0 0 0 Keith Thomajan President/CEO 50.00 X 203643 0 26315 Kori Dye-Gregg VP-Finance 50.00 X 96399 0 14435 Thomas Smith Chief Impact Officer 50.00 X 131715 0 23267 Chelsea Sokolow Chief Development Officer 50.00 X 104365 0 2625 536122 0 66642 3 0 1 0 Washington County HHS Suite 270 MS 25 155 N First Ave Hillsboro OR 97124 Early learning 3707928 Multnomah Cty DCHS SUN Service System 421 SW Oak St Portland OR 97204 Early learning 1705351 Portland Public School - Faubion PO Box 3107 Portland OR 97208 Early learning 709696 Mt Hood CC 26000 SE Stark St Portland OR 97030 Early learning 455465 David Douglas SD 11300 NE Halsey Street Portland OR 97220 Early learning 432242 14 10818498 12071287 22889785 Service fees 900099 19882 19882 19882 210330 210330 878734 511783 366951 366951 366951 Other 900099 53123 53123 53123 23540071 73005 0 577281 13229941 13229941 342047 137429 135904 68714 2997397 1235018 764090 998289 24540 11966 4454 8120 516363 242026 118793 155544 235866 109382 56898 69586 559656 359440 119999 80217 54911 17562 37349 163277 89499 18321 55457 261817 126907 60360 74550 94641 49493 16785 28363 140276 73357 24879 42040 202509 149676 21955 30878 298638 142005 68487 88146 Preschool Promise vendo 4387704 4387704 Miscellaneous 232561 70269 148893 13399 Unrelated business inco 13500 13500 23755644 20431674 1573318 1750652 934367 441541 1110902 861452 6673288 4957161 61023 2110 292526 244401 6821569 3609041 3034500 3212528 10751900 10636453 631441 669201 910862 921107 24400809 21945954 4758547 3686192 3362682 1831440 320331 388595 8441560 5906227 X 11165943 11701392 1674576 1209360 3118730 3128975 15959249 16039727 24400809 21945954 X -215573 285806 10245 X 0 1 X 1 0 X 21486757 24109329 19319640 28851637 22889785 116657148 21486757 24109329 19319640 28851637 22889785 116657148 6128959 110528189 247612 352095 296431 163788 210330 1270256 6584 9098 6097 13291 53123 88193 118015597 726147 0.93660 0.92460 X 3532371 203277 100297 3635351 3318033 312348 98010 3532371 3432353 -32103 82217 3318033 3424797 60040 52484 3432353 3166308 271764 4926 8349 3424797 0.00000 0.86000 0.14000 1 0 295333 295333 4407481 2199186 2208295 2118755 1409855 708900 3212528 X 17112725 285806 133567 10245 429618 16683107 6856964 6856964 23540071 17032247 133567 133567 16898680 6856964 6856964 23755644 Part V, Line 4: To provide a predictable stream of income for program operations. Part X, Line 2: Management believes UWCW does not have any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Change in value perpetual trust 10,245. Part XI, Line 4b - Other Adjustments: Pledges designated by donors 6,856,964. Part XII, Line 4b - Other Adjustments: Pledges designated by donors 6,856,964. 1 211 Info 7535 NE Ambassador Place Suite B Portland OR 97220 930784586 501(c)3 50000 Safety Net Grants Ainsworth United Church of Christ 2941 NE Ainsworth St Portland OR 97211 131957221 501(c)3 5850 Donor Designations Alano Club of Portland Oregon 909 NW 24th Ave Portland OR 97210 930370227 501(c)3 5380 Donor Designations American Cancer Society c/o American Cancer Society HQ PO Box 22718 Oklahoma City OK 73123 131788491 501(c)3 5314 Donor Designations American Leadership Forum of Oregon PO Box 521 Maryhurst OR 97036 943106407 501(c)3 10342 Donor Designations American Red Cross of Northwest Oregon Chapter Federated Payment Processing PO Box 73857 Chicago IL 60673 530196605 501(c)3 15713 Donor Designations Beaverton Foursquare Church 13565 SW Walker Rd Beaverton OR 97005 930655509 501(c)3 10521 Donor Designations Black United Fund of Oregon 2828 NE Alberta St Portland OR 97211 930843267 501(c)3 11939 Donor Designations Boy Scouts of America-Cascade Pacific Council 2145 SW Naito Pkwy Portland OR 97201 930386792 501(c)3 13456 Donor Designations Bridgetown Church 1306 NW Hoyt St 402 Portland OR 97209 811992757 501(c)3 18852 Donor Designations Cash Oregon 2027 Lloyd Center Mall Portland OR 97232 205682797 501(c)3 117000 Safety Net Grants Chaplain Services PO Box 397 Sandy OR 97055 931242942 501(c)3 5987 Donor Designations Charitable Partnership Fund PO Box 13276 Portland OR 97213 931267966 501(c)3 5000 Catalyst Fund Children First for Oregon PO Box 14914 Portland OR 97293 943168157 501(c)3 6083 Donor Designations Childrens Trust Fund of Oregon Foundation PO Box 14694 Portland OR 97293 931310666 501(c)3 11709 Donor Designations Church of Jesus Christ of Latter-Day Saints Corporation of the President 50 E North Temple Room 1521 Salt Lake City UT 84150 870234341 501(c)3 22423 Donor Designations City Club of Portland 901 SW Washington St Portland OR 97205 930140220 501(c)3 5000 Catalyst Fund Clackamas Service Center PO Box 2620 Clackamas OR 97015 930626175 501(c)3 10000 Safety Net Grants Coalition of Communities of Color 5135 NE Columbia Blvd Portland OR 97218 474448490 501(c)3 5000 Catalyst Fund Community Action 5050 SW Griffith Dr Suite 101 Beaverton OR 97005 930554941 501(c)3 50682 Safety Net Grants Community Housing Resource Center 103 E 29th St Vancouver WA 98663 911641351 501(c)3 20000 Safety Net Grants Concordia University Foundation 2811 NE Holman St Portland OR 97211 930771304 501(c)3 20000 Donor Designations Council for the Homeless 2500 Main St Vancouver WA 98660 912001828 501(c)3 41282 Safety Net Grants Cultivating Change Foundation 965 Geary St 2 San Francisco CA 94102 810991258 501(c)3 5000 Donor Designations Doernbecher Children's Hospital Foundation 1121 SW Salmon St Ste 201 Portland OR 97205 930579589 501(c)3 14381 Donor Designations EarthShare Oregon PO Box 40333 Portland OR 97240 931001285 501(c)3 20446 Donor Designations Elevate Oregon 12215 NE Marx St Portland OR 97230 272151955 501(c)3 5000 Catalyst Fund Equity Foundation 2014 E Madison St 300 Seattle WA 98122 931012688 501(c)3 14555 Donor Designations First Church of God 2802 Altamont Dr Klamath Falls OR 97603 936023732 501(c)3 6600 Donor Designations First United Methodist Church 230 N 10th St Klamath Falls OR 97601 930559024 501(c)3 13823 Donor Designations Friendly House Inc 2617 NW Savier St Portland OR 97210 930524232 501(c)3 6937 Donor Designations Friends of Creston Children's Dental Clinic 10505 SE 17th Ave Portland OR 97222 320300896 501(c)3 7350 Donor Designations Friends of the Children - Portland 44 NE Morris Portland OR 97212 931098105 501(c)3 7874 Donor Designations Fruit Valley Foundation 915 Broadway Suite 250 Vancouver WA 98660 550893839 501(c)3 8193 Donor Designations Habitat for Humanity of Oregon PO Box 11452 Portland OR 97211 931180321 501(c)3 12746 Donor Designations Hacienda Community Development Corp 6700 NE Killingsworth St Portland OR 97218 930979064 501(c)3 45000 Multnomah County Grants Home Forward Attn Accounting 135 SW Ash St Portland OR 97204 203448706 501(c)3 84446 Safety Net Grants Imago Dei Community Church PO Box 14429 Portland OR 97293 931277176 501(c)3 15310 Donor Designations IRCO Immigrant and Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 13289 Donor Designations IRCO Immigrant and Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 68000 Community Transformation Grants IRCO Immigrant and Refugee Community Organization 10301 NE Glisan St Portland OR 97220 930806295 501(c)3 397473 Multnomah County Grants Janus Youth Programs 707 NE Couch St Portland OR 97232 237345990 501(c)3 7119 Donor Designations Jubitz Family Foundation 221 NW 2nd Ave Suite 204 Portland OR 97209 931324016 501(c)3 148000 Donor Designations Junior Achievement of Oregon & SW Washington 7830 SE Foster Rd Portland OR 97206 930384007 501(c)3 7009 Donor Designations Kairos PDX PO Box 12190 Portland OR 97212 460987167 501(c)3 25000 Multnomah County Grants Kukatonon Children's African Dance Troupe 1530 Ne Marine Dr Portland OR 97211 931195546 501(c)3 5000 Catalyst Fund Labor's Community Service Agency Inc 9955 SE Washington St Ste 211 Portland OR 97216 237393223 501(c)3 7994 Donor Designations Labor's Community Service Agency Inc 9955 SE Washington St Ste 211 Portland OR 97216 237393223 501(c)3 100000 Safety Net Grants Latino Network 240 N Broadway Suite 214 Portland OR 97227 731675402 501(c)3 68000 Community Transformation Grants Latino Network 240 N Broadway Suite 214 Portland OR 97227 731675402 501(c)3 403927 Multnomah County Grants Lawyers' Campaign for Equal Justice 620 SW 5th Ave Suite 1225 Portland OR 97204 931193792 501(c)3 29107 Donor Designations LifeWorks NW 14600 NW Cornell Rd Portland OR 97229 930502822 501(c)3 10612 Donor Designations Maybelle Center for Community 121 NW 6th Ave Portland OR 97209 931060938 501(c)3 10000 Donor Designations Meals on Wheels People PO Box 19477 Portland OR 97280 930584318 501(c)3 5844 Donor Designations Mediators Beyond Borders International 1901 North Fort Myer Dr Suite 405 Arlington VA 22209 205716275 501(c)3 25000 Donor Designations Medical Teams International PO Box 10 Portland OR 97207 930878944 501(c)3 9694 Donor Designations Mercy Corps PO Box 2669 Portland OR 97208 911148123 501(c)3 12622 Donor Designations Metropolitan Family Service 1808 SE Belmont St Portland OR 97214 930397825 501(c)3 9059 Donor Designations Metropolitan Family Service 1808 SE Belmont St Portland OR 97214 930397825 501(c)3 68000 Community Transformation Grants Metropolitan Family Service 1808 SE Belmont St Portland OR 97214 930397825 501(c)3 204000 Multnomah County Grants Miracle Theatre Group 425 SE 6th Ave Portland OR 97214 930907543 501(c)3 30000 Multnomah County Grants Morrison Child and Family Services-Rosemont School 1500 NE Irving St 250 Portland OR 97232 930354176 501(c)3 5022 Donor Designations Mt Hood Community College 26000 SE Stark St Gresham OR 97030 237061622 115(1) 151454 Early Learning Exp Multnomah County (DCHS) 421 SW Oak St Ste 240 Portland OR 97204 936002309 115(1) 1186004 Early Learning Exp Multnomah County Health Department c/o Janie Ellison 421 SW Oak Ste 210 Portland OR 97204 936002309 115(1) 613264 Early Learning Exp NAYA Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)3 68000 Community Transformation Grants NAYA Family Center 5135 NE Columbia Blvd Portland OR 97218 931141536 501(c)3 371319 Multnomah County Grants Northwest Housing Alternatives Inc 2316 SE Willard St Milwaukie OR 97222 930814473 501(c)3 23590 Safety Net Grants Oregon Food Bank PO Box 55370 Portland OR 97238 930785786 501(c)3 31608 Donor Designations Oregon Health & Science University Foundation 1121 SW Salmon St Suite 200 Portland OR 97205 237083114 501(c)3 22905 Donor Designations Oregon Humane Society 1067 NE Columbia Blvd Portland OR 97211 930386880 501(c)3 25654 Donor Designations Oregon Public Broadcasting 7140 SW Macadam Ave Portland OR 97219 930814638 501(c)3 7959 Donor Designations Oregon School-Based Health Care Network PO Box 12191 Portland OR 97212 364588657 501(c)3 5000 Catalyst Fund Oregon Zoo Foundation The 4001 SW Canyon Rd Portland OR 97221 930718337 501(c)3 9698 Donor Designations Partners for a Hunger-Free Oregon 712 SE Hawthorne Blvd Suite 202 Portland OR 97214 204970868 501(c)3 5000 Catalyst Fund Planned Parenthood of the Columbia Willamette 3727 NE Martin Luther King Jr Blvd Portland OR 97212 936031270 501(c)3 5000 Catalyst Fund Planned Parenthood of the Columbia Willamette 3727 NE Martin Luther King Jr Blvd Portland OR 97212 936031270 501(c)3 26072 Donor Designations Portland Art Museum 1219 SW Park Ave Portland OR 97205 930391604 501(c)3 7521 Donor Designations Portland Rescue Mission PO Box 3713 Portland OR 97208 930429004 501(c)3 7050 Donor Designations Portland Rotary Charitable Trust 1220 SW Morrison St Suite 425 Portland OR 97205 936031284 501(c)3 76998 Donor Designations Proud Ground 5288 N Interstate Ave Portland OR 97217 931290320 501(c)3 5000 Catalyst Fund Randall Children's Hospital at Legacy Emanuel PO Box 4484 Portland OR 97208 931314469 501(c)3 7135 Donor Designations Regional Arts & Culture Council 411 NW Park Ave Suite 101 Portland OR 97209 931059037 501(c)3 9428 Donor Designations Rotarian Action Group for Peace 221 NW 2nd Ave Suite 204 Portland OR 97209 465281678 501(c)3 191050 Donor Designations Rotary Foundation of Rotary International One Rotary Center 1560 Sherman Ave Evanston IL 60201 363245072 501(c)3 210005 Donor Designations Salvation Army Cascade Division PO Box 8798 Portland OR 97208 941156347 501(c)3 5493 Donor Designations Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)3 8838 Donor Designations Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)3 78000 Community Transformation Grants Self Enhancement Inc 3920 N Kerby Ave Portland OR 97227 931086629 501(c)3 454000 Multnomah County Grants Sunshine Division Inc 687 N Thompson Portland OR 97227 930429354 501(c)3 10349 Donor Designations The Well Community Church 1734 NE 1st Ave Portland OR 972123974 931294368 501(c)3 9867 Donor Designations Transit Employee Support Team PO Box 13332 Portland OR 97213 271215210 501(c)3 12425 Donor Designations Transportation Intermediaries Assoc Institute for Research 1625 Prince St Suite 200 Alexandria VA 22314 363342764 501(c)3 100000 Donor Designations Union Gospel Mission 3 NW Third Ave Portland OR 97209 930401258 501(c)3 7874 Donor Designations United Way of Central & Southern Utah PO Box 135 Provo UT 84603 942851681 501(c)3 6115 Donor Designations United Way of Deschutes County Attn Jane Wendell PO Box 5969 Bend OR 97708 936012576 501(c)3 6254 Donor Designations United Way of Eastern Utah 67 East Main St Price UT 84501 870374334 501(c)3 6107 Donor Designations United Way of Grant County PO Box H Moses Lake WA 98837 910646357 501(c)3 12060 Donor Designations United Way of King County 720 2nd Ave Seattle WA 98104 910565555 501(c)3 28514 Donor Designations United Way of Lane County 3171 Gateway Lp Springfield OR 97477 930394142 501(c)3 7457 Donor Designations United Way of Natrona County PO Box 2046 Casper WY 82602 830181315 501(c)3 7980 Donor Designations United Way of Pullman PO Box 426 Pullman WA 99163 910853374 501(c)3 7301 Donor Designations United Way of Salt Lake 257 East 200 South Suite 300 Salt Lake Cty UT 84111 870227091 501(c)3 56016 Donor Designations United Way of Snohomish County 3120 McDougall Ave Suite 200 Everett WA 98201 910606507 501(c)3 8690 Donor Designations United Way of Southwest Wyoming 510 South Main St Rock Springs WY 82901 830233314 501(c)3 65411 Donor Designations United Way of the Columbia-Willamette 619 SW 11th Ave Portland OR 97205 930582124 501(c)3 10325 Donor Designations United Way of the Mid-Willamette Valley 455 Bliler Ave NE Salem OR 97301 930395586 501(c)3 14138 Donor Designations Urban League of Portland 10 N Russell Portland OR 97227 930395590 501(c)3 75000 Multnomah County Grants Virginia Garcia Memorial Foundation PO Box 486 Cornelius OR 97113 912077840 501(c)3 5942 Donor Designations Washington County Health & Human Services Attn Dora Vasquez 155 N 1st Ave MS4 MS4 Hillsboro OR 97124 936002316 115(1) 1182055 Early Learning Exp Washington County Finance Division Attn Dora Vasquez 155 N 1st Ave MS4 MS4 Hillsboro OR 97124 936002316 115(1) 5000 Catalyst Fund Washington County Finance Division Attn Dora Vasquez 155 N 1st Ave MS4 MS4 Hillsboro OR 97124 936002316 115(1) 13190 Early Learning Exp Westside Church of Christ 5525 SW Menlo Drive Beaverton OR 97005 930698686 501(c)3 5569 Donor Designations WGBH Educational Foundation One Guest Street Boston MA 02135 042104397 501(c)3 100000 Donor Designations Wounded Warrior Project PO Box 758517 Topeka KS 66675 202370934 501(c)3 5630 Donor Designations Yale University PO Box 2038 New Haven CT 06521 066078326 501(c)3 60000 Donor Designations 116 0 Part I, Line 2: Program Grants: As a condition for receiving grant funds, grantees are required to submit: 1) a funding agreement signed by the organization's board president and the chief executive officer; 2) organization's anti-discrimination policy; 3) certification stating that United Way funds will be used in compliance with all applicable anti-terrorism financing and asset control laws, statutes and executive orders; and 4) organizations with annual budgets over $500,000, an annual audit, and organizations with budgets under $500,000, an annual financial review. In addition grantees submit an annual work plan that reflects: 1) goals and objectives of the funded project with specific deliverables and milestones; 2) an evaluation plan to measure accomplishment of the goals and objectives; and 3) budget of expenses for staffing, equipment, training and other program needs related to project goals and objectives. Progress reports are required every 6 months to determine that grantees are implementing the program according to this work plan, achieving the goals of the program and spending United Way funds according to the project budget. Monitoring includes semi-annual progress report reviews, annual site visits, and formal program review. Technical assistance is provided to bring programs into compliance regarding the terms of the funding agreement, the program budget, management, implementation and/or achievement of project goals. United Way reserves the right to conduct additional reviews of a funded project at any time during the funding year. Organizations are required to return to United Way any funds paid to the organization which may no longer be used for their intended purposes as outlined in the work plan. United Way may authorize deferment of payment whenever required reports are not submitted, requested additional information is not submitted and/or for repeated non-compliance with terms of the funding agreement. Upon presentation of information regarding alleged fiscal mismanagement, serious financial concerns that impact the project's performance, significant deficiencies in service delivery, and/or non-compliance with the terms of the funding agreement, the Community Impact Cabinet may recommend cancellation of the funding agreement. Cancellation of the funding agreement is the responsibility of the United Way Board of Directors. Amounts Designated by Donors: United Way of the Columbia-Willamette honors donor intent, including requests to fund specific nonprofit organizations that meet the IRS qualification of a tax exempt charitable organization. X X X X 0 0 0 0 0 0 0 0 0 Keith Thomajan President/CEO 197919 0 65 0 5659 0 7314 0 19001 0 229958 0 0 0 Thomas Smith Chief Impact Officer 131397 0 40 0 278 0 4630 0 18637 0 154982 0 0 0 Form 990, Part III, Line 1 At United Way of the Columbia-Willamette, we have a simple, ambitious vision: invest in our region's kids so they are free from poverty and free to reach their potential. We have been bringing our community to do good for nearly 100 years. We are uniquely positioned to connect and support the people, nonprofits, businesses and government agencies working hard to address poverty in our region. Leveraging our capacity as a convener and our trusted brand as an influencer, we focus on where the need is the greatest and identify and scale what works. Together we are making schools, families and communities stronger for the kids of our region. Schools for kids: We are working to ensure that kids, from pre-school through graduation, get the support they need to stay in school and succeed so they can enter college or the workforce ready to thrive and contribute. Families for kids: We are helping families meet basic needs and have a stable foundation so kids can focus in school. Communities for kids: We are activating the village. We mobilize over 20,000 volunteers a year by connecting them to projects that directly support kids in our region. Together, we can make our region a better place for everyone. Together, we are united for impact. Learn more about our mission and what we do at: https://www.unitedway-pdx.org Form 990, Part VI, Section B, line 11b The IRS Form 990 is electronically sent to all finance committee members and reviewed at the finance committee meeting. Once reviewed by the finance committee, the 990 is electronically sent to all board members for review. The 990 is then submitted to the IRS and posted to the UWCW website. Form 990, Part VI, Section B, line 12c The United Way of the Columbia-Willamette's Code of Ethics certification and a Conflict of Interest disclosure are completed and signed annually by all Board members, committee members, and staff on an annual basis. Tracking is in place to ensure compliance and these forms are reviewed by the HR Director. A summary of conflicts of interest are provided to the President and Board Chair annually. Board and Committee members do not participate in discussions or vote on matters where they have a conflict. Form 990, Part VI, Section B, line 15 The Human Resources Director at United Way of Columbia-Willamette conducts a salary survey every other year. Salary data from United Way World Wide, direct contact with United Ways of similar size, 990 salary data, local non-profit surveys, and other job specific information from the Portland metro area are analyzed. Staff salaries and salary survey data are reviewed by the Human Resources volunteer committee to ensure that each position falls within the appropriate salary range. The Board of Directors reviews the compensation of organization officers. Form 990, Part VI, Section C, line 19 United Way of Columbia-Willamettes governing documents, code of ethics, conflict of interest policy, and anti-discrimination policy are available upon request. The audited financial statements, IRS Form 990, and the Annual Report are available on the website. Form 990, Part XI, line 9: Change in value of perpetual trusts 10,245. Hands on Greater Portland LLC 619 SW 11th Ave Ste 300 Portland OR 97205 461086627 Coordination of Volunteer Activities OR 162286 10383 United Way of the Columbia-Willamette