2015-04-21T19:12:21-05:00 2014-06-30 930764156 NEUNER DAVIDSON & COOLEY LLC PO BOX 1786 ROSEBURG OR 97470 990 2013-07-01 930587136 UNITED COMMUNITY ACTION NETWORK UNIT 5416723421 280 KENNETH FORD DRIVE ROSEBURG OR 97470 DAN MCCUE CFO 5414923508 2015-04-13 1 P00117178 5416724886 2013 2016-02-25 16:41:14Z DAN MCCUE 280 KENNETH FORD DRIVE ROSEBURG OR 97470 18808947 0 X WWW.UCANCAP.ORG X 1969 OR CREATING SOLUTIONS TO POVERTY. IMPROVING LIVES IN OUR COMMUNITY. 11 11 282 3347 40030 -8505 15387072 15794196 1555448 2663048 11753 70879 550787 67603 17505060 18595726 2845963 3724657 0 0 6733114 6575689 13680 10040 28566 7669783 6695418 17262540 17005804 242520 1589922 15583712 17491204 2483043 2466275 13100669 15024929 X CREATING SOLUTIONS TO POVERTY. IMPROVING LIVES IN OUR COMMUNITY. 0 0 3177063 99217 CHILD SERVICES PROGRAMDOUGLAS COUNTY HEADSTART AND EARLY HEAD START - PROVIDES AND 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 MOM 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, VOLUNTEERING 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: $187,295UCAN HEALTHY KIDS - ASSISTS LOW INCOME HOUSEHOLDS APPLY FOR FREE OR LOW-COST HEALTH CARE COVERAGE FOR CHILDREN WHO DON'T HAVE HEALTH INSURANCE. COVERAGE IS REQUESTED THROUGH THE OREGON HEALTH PLAN AND ONCE ACCEPTED, INCLUDES DOCTOR VISITS, DENTAL CARE, VISION, AND LASTS AT LEAST ONE YEAR OR LONGER AS LONG AS THE CHILD IS STILL ELIGIBLE. 3064974 2718852 EMERGENCY SERVICES 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. 623650 THE WEATHERIZATION PROGRAM PROVIDES ENERGY CONSERVATION INFORMATION, MEASURES, RETROFITS AND UPGRADES TO INCOME-ELIGIBLE FAMILIES DESIGNED TO REDUCE HOME UTILITY USAGE AND COSTS. FUNDING IS PROVIDED THROUGH THE US DEPT OF HEALTH AND HUMAN SERVICES' LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP) AND THROUGH STATE OF OREGON'S SENATE BILL 1149, ENERGY DEREGULATION DOLLARS ENTITLED, ENERGY CONSERVATION HELPING OREGONIANS (ECHO) FUNDS. 1728493 830450 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 HEALTH 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. 3452902 273860 FOOD SHARES FOOD PROGRAM - OPERATES A REGIONAL FOOD BANK LOCATED IN DOUGLAS AND JOSEPHINE COUNTIES. INDIVIDUALS COLLECT, WAREHOUSE, AND DISTRIBUTE 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. 571595 364312 THE 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. 1137294 632728 63853 TENANT BASED ASSISTANCE (CASE MANAGEMENT PROGRAM) IS A SELF-SUFFICIENCY PROGRAM THAT ASSISTS FAMILIES AND INDIVIDUALS WITH RENTAL ASSISTANCE FOR A PERIOD OF SIX MONTHS UP TO TWO YEARS IN TIME. PARTICIPANTS ARE SCHEDULED TO MEET MONTHLY WITH A FAMILY RESOURCE COORDINATOR TO ADDRESS ISSUES SUCH AS BUDGETING, HOUSEKEEPING, EDUCATION, PARENTING, JOB TRAINING AND EMPLOYMENT. PARTICIPANTS ESTABLISH AND COMPLETE REALISTIC GOALS DURING THEIR TIME ON THE PROGRAM IN AN EFFORT TO MOVE TOWARDS STABILIZATION. PUBLIC SERVICE ANNOUNCEMENTS ARE SENT TO COMMUNITY AGENCIES AND LOCAL NEWSPAPERS THROUGHOUT DOUGLAS COUNTY INFORMING THE PUBLIC OF DATES WHEN UCAN WILL BE ACCEPTING APPLICATIONS FOR THE PROGRAM. THIS HAPPENS APPROXIMATELY ONE TO TWO TIMES A YEAR. 1151780 219275 VOLUNTEER SERVICES PROGRAM:THE AMERICORPS VISTA PROGRAM PROVIDES VISTA TEAM MEMBERS IN DOUGLAS COUNTY. THE VISTA (VOLUNTEERS IN SERVICE TO AMERICA) PROGRAM BEGAN IN 1969 TO HELP ERADICATE POVERTY IN AMERICA. MEMBERS VOLUNTEER ONE YEAR OF FULL-TIME SERVICE AND THOSE IN DOUGLAS COUNTY WORK WITH A BROAD RANGE OF AGENCIES. ADDRESSING MULTIPLE ISSUES RELATED TO POVERTY, FUNDING IS PROVIDED BY COMMUNITY NON-PROFIT AGENCIES RECEIVING SERVICES FROM VISTA VOLUNTEERS.JOSEPHINE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM (RSVP) IS PART OF SENIOR CORPS, A NETWORK OF NATIONAL AND COMMUNITY SERVICE PROGRAMS. 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 WAYS. RSVP VOLUNTEERS CHOOSE HOW, WHERE, AND HOW OFTEN THEY WANT TO SERVE.THE GUARDIANSHIP PROGRAM PROVIDES VARIOUS TYPES OF ASSISTANCE NOT OFFERED IN OTHER PROGRAMS TO LOW-INCOME INDIVIDUALS IN JOSEPHINE COUNTY. 125871 RESOURCE DEVELOPMENT 8167935 906588 1477890 15033622 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 204 0 282 1 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 OR X X X DAN MCCUE CFO 5414923508 280 KENNETH FORD DRIVE ROSEBURG OR 97470 VICKI BROWN CHAIR 2.00 X X 0 0 0 KEITH HECK VICE CHAIR 2.00 X X 0 0 0 SHIRLEY CAIRNS BOARD MEMBER 2.00 X 0 0 0 VANESSA BECKER BOARD MEMBER 2.00 X 0 0 0 ANNA WEAVER BOARD MEMBER 2.00 X 0 0 0 MARLA ZOETER BOARD MEMBER 2.00 X 0 0 0 SHARON BROWN BOARD MEMBER 2.00 X 0 0 0 ERIC DAHLIN BOARD MEMBER 2.00 X 0 0 0 GIL GILBERTSON BOARD MEMBER 2.00 X 0 0 0 PATRICIA ATTAWAY BOARD MEMBER 2.00 X 0 0 0 LISA CARLSON BOARD MEMBER 2.00 X 0 0 0 MICHAEL FIELDMAN EXECUTIVE DIRECTOR 40.00 X 109580 0 7410 DAN MCCUE CFO/COO 40.00 X 71224 0 7410 KELLY WESSELS COO 40.00 X 55549 0 7410 236353 0 22230 1 0 0 0 SOUTHERN OREGON INSULATION 525 NW F ST GRANTS PASS OR 97526 RESIDENTIAL HOUSING RETROFITS AND UPGRAD 338657 AUSLAND BUILDERS INC 3935 HIGHLAND AVENUE GRANTS PASS OR 97526 CONSTRUCTION 335745 2 31495 12440695 3322006 2590357 15794196 FEES FOR SERVICES 624200 1749696 1749696 FOOD SALES 624200 370402 370402 LOW INCOME HOUSING 624200 323675 323675 AMERICORPS SITE FEES 624200 130525 130525 VISTA PARTNERS 624200 88750 88750 2663048 125 125 257500 186746 70754 70754 70754 34432 26475 7957 7957 TRANSIT ADVERTISING 624200 40030 40030 MISCELLANEOUS 624200 14517 14517 ENDOWMENT FUND INCOME 624200 5099 5099 59646 18595726 2753543 40030 7957 3724657 3724657 258583 258583 4628597 4013345 612432 2820 1155597 1008720 146471 406 532912 456399 76213 300 62588 33930 28658 27740 15038 12702 10040 10040 370 201 169 497873 434157 60097 3619 805658 735913 69745 264243 234320 29923 48274 5565 42709 621417 62996 558421 149468 142604 6864 UBIT -15 -15 IN-KIND FOOD 2590357 2590357 SUBCONTRACT SERVICES 556686 535164 21522 VEHICLE OPERATING EXPEN 549162 540819 8343 521597 499452 10764 11381 17005804 15033622 1943616 28566 269895 1120202 106182 122948 1405548 1068557 21023 11525 23036 26568 8856 14161 19606733 4479490 13749172 15127243 15583712 17491204 1124486 1136895 1307890 1285446 50667 43934 2483043 2466275 X 4962156 5863830 8138513 9161099 13100669 15024929 15583712 17491204 1589922 12593 321745 0 X 0 1 X 0 1 1 X 15768229 14754124 17767272 15387072 15794196 79470893 15768229 14754124 17767272 15387072 15794196 79470893 79470893 3803 3634 2136 237 125 9935 5950 -7429 -8505 -9984 11342 155202 21412 487469 70754 746179 80217023 10626380 0.99070 0.99010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106182 17692 366 123508 96679 10014 511 106182 134109 -6906 30000 524 96679 111230 23497 619 134109 100731 10499 111230 1 0 2423628 2423628 14432224 2450425 11981799 83914 29739 54175 2666967 1999326 667641 15127243 REFUNDABLE DEPOSITS 43934 43934 18812806 12593 178012 190605 18622201 -26475 -26475 18595726 17210291 178012 26475 204487 17005804 0 17005804 PART V, LINE 4: UCAN HOLDS ENDOWMENT FUNDS WITH THE OREGON COMMUNITY FOUNDATION. 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 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES DEDUCTED FROM GROSS RECEIPTS -26,475. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES DEDUCTED FROM GROSS RECEIPTS 26,475. X X 1 APPLIED CASE SOLUTIONS PO BOX 7 MURPHY OR 97533 WINDOWS OF HOPE 0 34432 14340 20092 34432 14340 20092 WINDOWS OF HOPE AUCTION 34432 34432 26475 34432 34432 26475 26475 7957 1 ENERGY ASSISTANCE AND HEAT RELATED REPAIRS 14102 2725586 WEATHERIZATION TREATMENTS 80 352277 RENT, MORTGAGE, AND DEPOSIT ASSISTANCE 1314 569676 OTHER SUPPORT - GRANTS FOR TRANSPORTATION ASSISTANCE, TEMPORARY LODGING ASSISTANCE, PHONE, AUTO REPAIR, CLOTHING AND BEDDING. 136 40004 PART I, LINE 2: 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 2479375 2590357 USDA/OFB VALUATION RATES 0 0 0 PART I, COLUMN (B): NUMBER OF POUNDS OF FOOD RECEIVED FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS WAS GIVEN A COPY OF THE 990 FOR REVIEW AT A REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C 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 REASONABLE TIME FRAMES ON ANY CONFLICTS OF INTEREST WHEN THEY ARRIVE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATIONS'S CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL: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 IMPLOYEES OF THE ORGANIZATION: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 SALRY INCRASE 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, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE VIA THE FEDERAL AUDIT CLEARINGHOUSE ON-LINE AT HTTP://HARVESTER.CENSUS.GOV/SAC/DISSEM/ASP/INCOMPLETEENTITY.ASP USING UCAN'S FIN. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTERST POLICY ARE AVAILABLE UPON REQUEST FROM THE MAIN OFFICE IN ROSEBURG.