2017-02-17T14:19:13-08:00 2016-06-30 KDP Certified Public Accountants LLP 640 SUPERIOR CT MEDFORD OR 975046181 990 2015-07-01 930587136 UNITED COMMUNITY ACTION NETWORK UNIT 5416723421 280 KENNETH FORD DRIVE ROSEBURG OR 97470 MICHAEL FIELDMAN EXECUTIVE DIR. 2017-02-17 true ROBERT W HAGUE CPA P00646072 5417736633 2015 2021-01-29 14:40:06Z MICHAEL FIELDMAN 280 KENNETH FORD DRIVE ROSEBURG OR 97470 19213088 false false X WWW.UCANCAP.ORG X 1969 OR CREATING SOLUTIONS TO POVERTY. IMPROVING LIVES IN OUR COMMUNITY. 11 11 285 540 22135 -5184 13686428 16372510 2777375 2762247 199 329 247565 16756 16711567 19151842 3558045 3875259 0 6744937 7823725 12600 11000 10999 6609584 6561862 16925166 18271846 -213599 879996 17375801 18149531 2281356 2179311 15094445 15970220 X CREATING SOLUTIONS TO POVERTY. IMPROVING LIVES IN OUR COMMUNITY. false false 4288533 123718 6567 CHILD SERVICES PROGRAM - DOUGLAS COUNTY HEADSTART AND EARLY HEAD START - PROVIDES AN EARLY CHILDHOOD EDUCATION FOR LOW-INCOME OR DISABLED THREE AND FOUR-YEAR OLD CHILDREN THROUGH CLASSROOM AND HOME-BASED PROGRAMS DESIGNED TO PREPARE CHILDREN FOR THE PUBLIC SCHOOL EXPERIENCE. THE EARLY HEAD START PROGRAM PROVIDES SERVICES FOR PREGNANT MOTHERS AND CHILDREN FROM BIRTH TO THREE YEARS THROUGH A COMBINATION OF HOME-BASED SERVICES AND CENTER-BASED SERVICES. PARENT EDUCATION AND FAMILY INVOLVEMENT ARE PROMOTED THROUGH PARENTING SUPPORT GROUPS, VOLUNTEERNG IN THE CLASSROOM, AND ASSISTANCE IN PROGRAM PLANNING. SUPPORT SERVICES INCLUDE PAYMENT OF MEDICAL AND DENTAL SERVICES FOR ENROLLED CHILDREN.IN-KIND PROFESSIONAL SERVICES USAGE: $275,419. 2920397 261267 362126 FOOD SHARES FOOD PROGRAM - OPERATES A REGIONAL FOOD BANK LOCATED IN DOUGLAS AND JOSEPHINE COUNTIES. THE PROGRAM COLLECTS, WAREHOUSES, AND DISTRIBUTES DONATED AND SURPLUS FOOD, INCLUDING USDA AND OREGON FOOD BANK COMMODITIES. FOOD IS DISTRIBUTED TO LOCAL EMERGENCY FOOD AGENCIES, COMMUNITY KITCHENS, AND OTHER SUPPLEMENTAL FOOD BANKS. 2723707 2357472 EMERGENCY SERVICES PROGRAM - PROVIDES INFORMATION ON CONSERVING ENERGY AND SUPPORT TO LOW-INCOME INDIVIDUALS IN SUPPLYING THEIR ENERGY NEEDS. PAYMENTS ARE MADE ON BEHALF OF PERSONS TO THE ENERGY COMPANIES AND HOUSING MAY COME IN THE FORM OF A HOTEL VOUCHER. 6549140 1132802 16481777 true false false false false false false false false true true false false false true false true false false false false false false false true false false false true false false false false false false false false false false false false true false false false false false false false false false true 271 0 true 285 true true true false false false false false false 0 false false false false false false false false false false X 11 11 false false false false false true false true true false false true true false true true true true true false OR X X X KELLEY WESSELS 5414923508 280 KENNETH FORD DRIVE ROSEBURG OR 97470 JOAN SEITZ MEMBER 2.00 0.00 X 0 0 0 KEITH HECK CHAIR 2.00 0.00 X X 0 0 0 TIM FREEMAN BOARD MEMBER 2.00 0.00 X 0 0 0 VANESSA BECKER BOARD MEMBER 2.00 0.00 X 0 0 0 JANET HOLLAND BOARD MEMBER 2.00 0.00 X 0 0 0 ANNA WEAVER BOARD MEMBER 2.00 0.00 X 0 0 0 MARLA ZOETER BOARD MEMBER 2.00 0.00 X 0 0 0 SHARON BROWN BOARD MEMBER 2.00 0.00 X 0 0 0 SUSAN FISCHER MEMBER 2.00 0.00 X 0 0 0 PATRICIA ATTAWAY BOARD MEMBER 2.00 0.00 X 0 0 0 LISA CARLSON BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL FIELDMAN EXECUTIVE DIR. 40.00 0.00 X 111628 0 0 DAN MCCUE CFO 40.00 0.00 X 92151 0 0 KELLY WESSELS COO 40.00 0.00 X 81267 0 0 285046 1 false false false SOUTHERN OREGON INSULATION & WEATHERIZATION 525 NW F STREET GRANTS PASS OR 97526 WEATHERIZATION SVCS 265150 ALL PHASE WEATHERIZATION PO BOX 966 EAGLE POINT OR 97524 WEATHERIZATION SVCS 104772 2 12456693 3915817 1995509 16372510 AMERICORPS SITE FEES 624200 133000 133000 FEES FOR SERVICES 624200 1789331 1789331 FOOD SALES 624200 362126 362126 LOW INCOME HOUSING 624200 477790 477790 2762247 329 329 0 0 0 0 53003 61246 -8243 -8243 0 0 MISCELLANEOUS 624200 2864 2864 TRANSIT ADVERTISING 624200 22135 22135 24999 19151842 2765440 22135 -8243 0 3875259 3875259 0 0 285047 254404 29231 1412 0 5324807 4752380 546058 26369 0 0 2213871 1861682 338803 13386 0 15017 5406 9611 42250 15210 27040 0 11000 11000 0 9172 2852 5070 1250 28758 28758 562877 454886 101148 6843 182801 153060 26538 3203 0 880634 855578 24414 642 197483 181638 15549 296 0 0 0 0 684320 133926 550394 178097 160748 17349 IN-KIND FOOD 1995509 1995509 SUB-CONTRACTING 684565 701199 -16709 75 VOLUNTEER SUPPORT 637597 637499 46 52 VEHICLE OPERATING 421504 399701 21803 41278 12082 82725 -53529 18271846 16481777 1779070 10999 867135 722812 122729 48508 1249006 2670893 6747 31899 0 0 0 25650 27461 7193 10506 20471625 5834173 15097341 14637452 0 0 0 0 0 17375801 18149531 1246690 1163649 988629 974201 46037 41461 2281356 2179311 X 14376882 13903680 594834 2018032 122729 48508 15094445 15970220 17375801 18149531 X 879996 -4221 X false true X false true true X 17767272 15387072 15794196 13975336 16766607 79690483 0 0 17767272 15387072 15794196 13975336 16766607 79690483 0 79690483 2136 237 125 199 329 3026 -7429 -8505 -15934 21412 487469 70754 565253 364990 1509878 81187453 11178809 0.98160 0.99070 X 122729 -3239 70000 982 48508 123508 844 1623 122729 106182 17692 366 123508 96679 10014 511 106182 134109 -6906 30000 524 96679 1.00000 true false false 2423628 2423628 13981455 3320868 10660587 1001131 72380 928751 2991404 2440925 550479 74007 74007 14637452 REFUNDABLE DEPOSITS 41461 41461 19488507 275419 61246 336665 19151842 19151842 18608511 275419 61246 336665 18271846 18271846 Part V, Line 4: Intended uses of the endowment fund. UNITED COMMUNITY ACTION NETWORK (UCAN) HOLDS ENDOWMENT FUNDS WITH THE OREGON COMMUNITY FOUNDATION (OCF). A PORTION OF THE FUNDS INCLUDES CONTRIBUTIONS FROM THE RICHARD SNELL TRUST. FUNDS ARE TO BE USED FOR UCAN'S GUARDIANSHIP PROGRAM, BUT THE PRINCIPAL MAY BE SPENT IF REVENUES ARE INSUFFICIENT. THE REMAINDER OF THE FUND INCLUDES A BOARD-DESIGNATED GENERAL ENDOWMENT, ESTABLISHED IN 2006. BOTH FUNDS ARE LEGALLY OWNED BY OCF AND ARE NOT DEPOSITORY ACCOUNTS. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 DIRECT FUNDRAISING EXPENSES $61246 Part XII, Line 2d: Other expenses and losses per audited F/S DIRECT FUNDRAISING EXPENSES $61246 X X true JILL GLEYSTEEN 280 KENNETH FORD DRIVE ROSEBURG OR 97470 false 11000 11000 WINDOWS OF HOPE 53003 53003 61246 53003 53003 61246 61246 -8243 true 0 0 ENERGY ASSISTANCE 20152 2414229 WEATHERIZATION TREATMENTS 71 445967 RENT & MORTGAGE ASSISTANCE 1302 1054315 TRANSPORTATION ASSISTANCE 167 51248 Grantmaker's Description of How Grants are Used UTILITIES AND RENT ASSISTANCE IS TRACKED THROUGH THE STATE DATA COLLECTION SYSTEM CALLED OPUS. IT SHOWS THE AVAILABLE FUNDS AND EVERY TIME THAT ASSISTANCE IS GRANTED, THE BALANCE AVAILABLE DECREASES. THOSE EXPENDITURES CAN BE BALANCED TO THE EXPENDITURES MADE IN THE ACCOUNTING SYSTEM. EXPENDITURE REVIEW IS DONE REGULARLY, DEPENDING ON THE PROGRAM, BUT AT A MINIMUM, MONTHLY THROUGH THE REVIEW OF THE AGENCY FINANCIAL STATEMENTS BY THE FISCAL OFFICER, CFO, EXECUTIVE DIRECTOR, FINANCE COMMITTEE, BOARD OF DIRECTORS, AND POLICY COUNCIL. X 2382315 1995509 OFB REPORTS false false false Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: TRANSPORTATION PROGRAM - MEDICAID TRANSPORTATION - PROVIDES TRANSPORTATION SERVICES TO ELIGIBLE OREGON HEALTH PLAN AND ELIGIBLE MEDICAID CLIENTS TRAVELING TO AUTHORIZED MEDICAL SERVICES IN DOUGLAS AND JOSEPHINE COUNTIES. THE SERVICE IS PROVIDED IN CONJUNCTION WITH TRANSLINK AND IS PROVIDED TO CLIENTS WHO HAVE NO OTHER MEANS TO GET TO THEIR MEDICAL SERVICES.U-TRANS - PROVIDES PUBLIC TRANSPORTATION SERVICE IN DOUGLAS COUNTY. U-TRANS SERVES THE GREATER ROSEBURG AREA, WITH COMMUTER SERVICES STRETCHING FROM SUTHERLIN, OREGON TO CANYONVILLE, OREGON. THE DOUGLAS COUNTY PUBLIC WORKS DEPARTMENT OVERSEES THE U-TRANS OPERATIONS WITH UCAN CONTRACTING TO PROVIDE THE SERVICE. U-TRANS IS FUNDED THROUGH PARTNERSHIPS WITH CITIES, THE COUNTY, STATE AGENCIES, AREA EMPLOYERS AND FARE REVENUE. OTHER PROGRAM SERVICES 5: FOOD SHARES FOOD PROGRAM - OPERATES A REGIONAL FOOD BANK LOCATED IN DOUGLAS AND JOSEPHINE COUNTIES. THE PROGRAM COLLECTS, WAREHOUSES, AND DISTRIBUTES DONATED AND SURPLUS FOOD, INCLUDING USDA AND OREGON FOOD BANK COMMODITIES. FOOD IS DISTRIBUTED TO LOCAL EMERGENCY FOOD AGENCIES, COMMUNITY KITCHENS, AND OTHER SUPPLEMENTAL FOOD BANKS. OTHER PROGRAM SERVICES 6: PROPERTY MANAGEMENT PROGRAM - ACCOUNTS FOR REVENUES RECEIVED FOR THE PURPOSE OF PROVIDING SHELTER TO NEEDY FAMILIES. THE HOUSING DEVELOPMENT PROGRAM ACCOUNTS FOR GRANT REVENUES USED TO DEVELOP, REHABILITATE, AND CONSTRUCT LOW TO MODERATE-INCOME HOUSING PROJECTS, EITHER INDEPENDENTLY OR IN CONJUNCTION WITH OTHER NON-PROFIT AGENCIES. THE TRANSITIONAL HOUSING PROGRAM OWNS AND OPERATES TRANSITIONAL HOUSING FOCUSED ON MOVING FAMILIES TO STABILIZATION. THE PARTICIPANTS IN THIS PROGRAM ARE CHARGED A BELOW-MARKET RENTAL RATE AND COMPLETE A TRANSITIONAL PROGRAM TO ASSIST THEM BECOMING SELF-SUFFICIENT. LOW-INCOME RESIDENTS ARE ALSO PROVIDED WITH COUNSELING AND INFORMATION. ASSISTANCE IS PROVIDED TO INDIVIDUALS IN APPLYING FOR LOW-INTEREST LOANS AND GRANTS FOR HOME REPAIR AND REHABILITATION. OTHER PROGRAM SERVICES 7: CASE MANAGEMENT - THE CASE MANAGEMENT PROGRAM PROVIDES SHORT TERM AND LONG TERM SERVICES TO HELP STABILIZE HOMELESS AND AT-RISK FAMILIES, BY PROVIDING SUPPORT AND FUNDS FOR RENTAL AND DEPOSIT ASSISTANCE, OR LIMITED COUNSELING. OTHER PROGRAM SERVICES 8: VOLUNTEER SERVICES PROGRAMSAMERICORPS VISTA - ACCOUNTS FOR REVENUES AND EXPENDITURES RELATED TO PROVIDING VISTA TEAM MEMBERS IN COOS, DOUGLAS, JACKSON, AND JOSEPHINE COUNTIES. THE VISTA (VOLUNTEERS IN SERVICE TO AMERICA) PROGRAM IS A NATIONAL COMMUNITY SERVICE PROGRAM THAT BEGAN IN 1969 TO HELP ERADICATE POVERTY IN AMERICA. MEMBERS VOLUNTEER ONE YEAR OF FULL-TIME SERVICE AND WORK WITH A BROAD RANGE OF AGENCIES. FOR THEIR SERVICE, THEY RECEIVE A STIPEND, LIMITED HEALTH CARE BENEFITS, CHILDCARE ASSISTANCE AND MAY CHOOSE TO EARN A CASH AWARD AT THE END OF THEIR SERVICE OR AN EDUCATION AWARD TO PAY OFF STUDENT LOANS OR FINANCE SECONDARY SCHOOLING. ADDRESSING MULTIPLE ISSUES RELATED TO POVERTY, FUNDING IS PROVIDED BY COMMUNITY AGENCIES RECEIVING SERVICES FROM VISTA VOLUNTEERS AND FROM THE CORPORATION FOR NATIONAL SERVICE.UNITED COMMUNITIES AMERICORPS - ACCOUNTS FOR REVENUES AND EXPENDITURES RELATED TO PROVIDING AMERICORPS MEMBERS IN COOS, DOUGLAS, AND JOSEPHINE COUNTIES. AMERICORPS IS A NATIONAL COMMUNITY SERVICE PROGRAM THAT PLACES MEMBERS AT HOST SITES, WHICH CONSISTS OF NONPROFITS, GOVERNMENT AGENCIES, AND SCHOOLS IN COOS, DOUGLAS, AND JOSEPHINE COUNTIES. AMERICORPS PROVIDES OPPORTUNITIES FOR AMERICANS TO GIVE BACK IN AN INTENSIVE WAY TO THEIR COMMUNITIES AND COUNTRY BY ADDRESSING CRITICAL NEEDS IN EDUCATION, HEALTH, AND ECONOMIC OPPORTUNITY. MEMBERS VOLUNTEER FOR UP TO ONE YEAR, RECEIVE A STIPEND, HEALTH CARE BENEFITS, CHILDCARE ASSISTANCE, AND MAY EARN AN EDUCATION AWARD TO PAY OFF STUDENT LOANS OR FINANCE SECONDARY SCHOOLING. FUNDING IS PROVIDED BY COMMUNITY AGENCIES RECEIVING SERVICES FROM AMERICORPS MEMBERS AND FROM THE CORPORATION FOR NATIONAL SERVICE THROUGH OREGON VOLUNTEERS.RETIRED SENIOR VOLUNTEER PROGRAM (RSVP) - PART OF SENIOR CORPS, A NETWORK OF NATIONAL AND COMMUNITY SERVICE PROGRAMS, AND IS ONE OF AMERICA'S LARGEST VOLUNTEER NETWORK FOR PEOPLE OVER AGE 55. MEMBERS SERVE TO MEET CRITICAL NEEDS IN EDUCATION, ENVIRONMENT, PUBLIC SAFETY, HOMELAND SECURITY, AND OTHER AREAS. VOLUNTEERS ORGANIZE NEIGHBORHOOD WATCH PROGRAMS, TUTOR CHILDREN, RENOVATE HOMES, TEACH ENGLISH TO IMMIGRANTS, ASSIST VICTIMS OF NATURAL DISASTERS, AND SERVE THEIR COMMUNITIES IN MANY OTHER WAYS. RSVP VOLUNTEERS CHOOSE HOW, WHERE, AND HOW OFTEN THEY WANT TO SERVE, WITH COMMITMENTS RANGING FROM A FEW HOURS TO 40 HOURS PER WEEK. IN ADDITION, THIS PROGRAM OVERSEES THE COVER OREGON APPLICATION ASSISTANCE PROGRAM, FORMED FROM THE PASSAGE OF THE AFFORDABLE CARE ACT.GUARDIANSHIP PROGRAM - PROVIDES VARIOUS TYPES OF ASSISTANCE NOT OFFERED IN OTHER PROGRAMS TO LOW INCOME INDIVIDUALS IN JOSEPHINE COUNTY, INCLUDING REP-PAYEE SERVICES.FOSTER GRANDPARENTS (FGP) AND SENIOR COMPANIONS PROGRAM (SCP) - AS A PART OF SENIOR CORPS, FGP VOLUNTEERS ARE THOSE AGE 55 AND OVER WHOM DEVOTE THEIR SERVICE TIME ENTIRELY TO DISADVANTAGED OR DISABLED YOUTH IN THE COMMUNITY. INCOME ELIGIBLE VOLUNTEERS RECEIVED A MODEST STIPEND TO HELP OFFSET THE COSTS OF VOLUNTEERING. AS A PART OF SENIOR CORPS, SCP BRINGS VOLUNTEERS AGE 55 AND OVER WITH ADULTS IN THE COMMUNITY WHO HAVE DIFFICULTY WITH THE SIMPLE TASKS OF DAY-TO-DAY LIVING. THEY SERVE FRAIL OLDER ADULTS, ADULTS WITH DISABILITIES, THOSE WITH TERMINAL ILLNESSES, AND OFFER RESPITE FOR CAREGIVERS. SOME VOLUNTEERS QUALIFY FOR A TAX-FREE, HOURLY STIPEND TO HELP OFFSET THE COSTS OF VOLUNTEERING. Form 990, Part VI, Line 11b: Form 990 Review Process THE BOARD OF DIRECTORS WAS GIVEN A COPY OF THE 990 FOR REVIEW AT A REGULARLY SCHEDULED BOARD MEETING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE ORGANIZATION HAS ALL STAFF AND BOARD MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AND ATTEST TO COMPLYING WITH IT. IN THE POLICY IT STATES THAT STAFF AND BOARD MEMBERS ARE REQUIRED TO INFORM APPROPRIATE INDIVIDUALS IN A REASONABLE TIME FRAME OF ANY CONFLICTS OF INTEREST WHEN THEY ARRIVE. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT: THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. WHEN ASKED BY THE BOARD, HUMAN RESOURCES MANAGER WILL PROVIDE SALARY SURVEY INFORMATION.OTHER OFFICERS OR KEY EMPLOYEES: AS STATED IN UCAN PERSONNEL POLICIES, UCAN MAINTAINS A COMPENSATION PLAN FOR ALL POSITIONS. THE PLAN INCLUDES FOR EACH POSITION A MINIMUM AND A MAXIMUM RATE. THE RANGES REFLECT THE RELATIVE RESPONSIBILITIES OF THE CLASS, AVAILABILITY OF LABOR, MARKET RATES OF PAY AND FINANCIAL CONDITIONS OF THE AGENCY. THE EXECUTIVE DIRECTOR OR DESIGNEE WILL KEEP THE COMPENSATION PLAN CURRENT BY ARRANGING FOR PERIODIC STUDIES OF MARKET SALARY RATES AND MAKING APPROPRIATE RECOMMENDATIONS TO THE BOARD.PERFORMANCE SALARY INCREASES: PERFORMANCE SALARY INCREASES ARE NOT AUTOMATICALLY GRANTED TO EMPLOYEES. AFTER AN EVALUATION OF INDIVIDUAL WORK PERFORMANCE IS COMPLETED, AN EMPLOYEE IS ELIGIBLE FOR RECOGNITION OF WORK PERFORMANCE THROUGH A PERFORMANCE SALARY INCREASE. THE PROGRAM DIRECTOR HAS AUTHORITY TO GRANT INCREASES UP TO FIVE PERCENT. INCREASES OF FIVE PERCENT OR MORE MUST BE APPROVED BY THE EXECUTIVE DIRECTOR AND SUPPORTED BY CONTINUOUS EXCEPTIONAL PERFORMANCE AND BE ACCOMPANIED BY DOCUMENTATION FROM PROGRAM DIRECTOR. PROGRAM DIRECTORS SHALL USE DISCRETION IN MAKING RECOMMENDATIONS.COMPENSATION PLAN ADJUSTMENTS: THE COMPENSATION PLAN FOR UCAN PERSONNEL SHALL PROVIDE REASONABLE COMPETITIVE RANGES OF PAY FOR EACH CLASSIFICATION OF EMPLOYMENT. THE EXECUTIVE DIRECTOR MAY MAKE ADJUSTMENTS IN A SALARY RANGE OR RANGES AS NECESSARY TO ATTRACT AND HOLD COMPETENT PERSONNEL. SUCH SALARY RANGE ADJUSTMENTS ARE TO BE DISTINGUISHED FROM SERVICE ANNIVERSARY SALARY INCREASES AS THEY ARE NOT INTENDED TO GIVE RECOGNITION TO LENGTH OR QUALITY OF SERVICE BUT ARE TO BE BASED SOLELY ON PREVAILING RATES OF PAY FOR THE VARIOUS CLASSES OF WORK. AN ADJUSTMENT IN SALARY RANGE DOES NOT, IN AND OF ITSELF, RESULT IN ANY SALARY INCREASE FOR EMPLOYEES WHOSE SALARY IS IN THAT RANGE.COST OF LIVING INCREASES WILL ONLY BE GIVEN BY THE UCAN BOARD OF DIRECTORS AT THE REQUEST OF THE EXECUTIVE DIRECTOR AND WITH APPROVAL OF HEAD START POLICY COUNCIL. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE VIA THE FEDERAL AUDIT CLEARINGHOUSE ON-LINE HTTP://HARVESTER.CENSUS.GOV/SAC/DISSEM/ASP/INCOMPLETEENTITY.ASP USING UCAN'S FIN. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FROM THE MAIN OFFICE IN ROSEBURG. Other Changes In Net Assets Or Fund Balances - Other Increases ENDOWMENT INTEREST = $1605 Other Changes In Net Assets Or Fund Balances - Other Decreases ENDOWMENT INVESTMENT EXPENSES = -$982 Other Changes In Net Assets Or Fund Balances - Other Decreases NET LOSS ON ENDOWMENT ASSETS = -$4844