2014-11-06T21:33:55-06:00 2014-06-30 RICHARD MAXWELL CPA LLC 1600 VALLEY RIVER DR 370 EUGENE OR 97401 990 2013-07-01 930394142 UNITED WAY OF LANE COUNTY UNIT 5417416000 3171 GATEWAY LOOP SPRINGFIELD OR 97477 CATHI MCNUTT CFO 5417416000 2014-10-15 RICHARD MAXWELL P00333459 5413344498 2014-10-29 2013 2015-11-30 17:44:51Z NOREEN DUNNELLS 3171 GATEWAY LOOP SPRINGFIELD OR 97477 3889072 false X WWW.UNITEDWAYLANE.ORG X 1946 OR UNITED WAY OF LANE COUNTY'S (UWLC) MISSION STATEMENT IS "IMPROVING LIVES THROUGH THE CARING POWER OF COMMUNITY." IN AN EFFORT TO ADVANCE THE COMMON GOOD, UWLC WORKS TO MOBILIZE THE COMMUNITY TO ADDRESS SERIOUS HUMAN NEEDS ISSUES. AS A NON-PARTISAN ORGANIZATION, UWLC HAS THE UNIQUE ABILITY TO FORM PARTNERSHIPS WITH ALL SEGMENTS OF THE COMMUNITY - INDIVIDUALS, BUSINESS, CHARITIES, LABOR, THE FAITH COMMUNITY AND GOVERNMENTAL ENTITIES - TO SOLVE IDENTIFIED LOCAL PROBLEMS THROUGH A COUNTY-WIDE NETWORK CONSISTING OF HUNDREDS OF PARTNERS AND OTHER NOT-FOR-PROFIT AGENCIES, UWLC HELPS PROVIDE BASIC NEEDS WHILE WORKING TO CHANGE CONDITIONS THAT ALLOW THESE PROBLEMS TO EXIST IN THE FIRST PLACE. 19 19 27 1000 0 4286374 3837451 0 14087 23391 16096 28230 4316557 3889072 2565717 2434265 0 1311769 1041918 0 509468 490861 426638 4368347 3902821 -51790 -13749 3205081 3100432 1277658 1133127 1927423 1967305 X UNITED WAY OF LANE COUNTY'S (UWLC) MISSION STATEMENT IS "IMPROVING LIVES THROUGH THE CARING POWER OF COMMUNITY." IN AN EFFORT TO ADVANCE THE COMMON GOOD, UWLC WORKS TO MOBILIZE THE COMMUNITY TO ADDRESS SERIOUS HUMAN NEEDS ISSUES. AS A NON-PARTISAN ORGANIZATION, UWLC HAS THE UNIQUE ABILITY TO FORM PARTNERSHIPS WITH ALL SEGMENTS OF THE COMMUNITY - INDIVIDUALS, BUSINESS, CHARITIES, LABOR, THE FAITH COMMUNITY AND GOVERNMENTAL ENTITIES - TO SOLVE IDENTIFIED LOCAL PROBLEMS THROUGH A COUNTY-WIDE NETWORK CONSISTING OF HUNDREDS OF PARTNERS AND OTHER NOT-FOR-PROFIT AGENCIES, UWLC HELPS PROVIDE BASIC NEEDS WHILE WORKING TO CHANGE CONDITIONS THAT ALLOW THESE PROBLEMS TO EXIST IN THE FIRST PLACE. false false 2755435 2434265 ALLOCATIONS AND COMMUNITY SERVICES: UNITED WAY OF LANE COUNTY IS THE LARGEST PRIVATE PHONE FUNDER OF HUMAN CARE SERVICES IN LANE COUNTY, OREGON. UWLC IDENTIFIES AND RESPONDS TO CRITICAL COMMUNITY ISSUES AND FINANCIALLY SUSTAINS A COLLABORATIVE COUNTY - WIDE SAFETY NET FOR MORE THAN 60 SERVICES AND PROGRAMS. ADDITIONAL FUNDING IS DIRECTED TO UNAFFILIATED NON- PROFITS AS REQUESTED BY UNITED WAY DONORS. 156328 HEALTH: ENSURING PEOPLE HAVE ACCESS TO BASIC HEALTHCARE. HEALTH PROGRAMS ARE DESIGNED TO INCREASE ENROLLMENT OF ELIGIBLE PEOPLE TO EXISTING HEALTHCARE PROGRAMS; PROVIDE FREE OR LOW - COST MEDICAL, DENTAL AND MENTAL HEALTH SERVICES; INCREASED ACCESS TO PREVENTIVE CARE; AND OPEN DOORS TO SERVICES FOR DISABLED CHILDREN. THE 100% ACCESS COALITION IS A COLLABORATIVE PARTNERSHIP OF LANE COUNTY'S LEADING INSTITUTIONS AND COMMUNITY LEADERS. 162024 EDUCATION: PREPARING CHILDREN TO SUCCEED IN LIFE. EDUCATION PROGRAMS WORK TO IMPROVE SCHOOL READINESS, PROVIDE PARENTS AND CAREGIVERS WITH TRAINING AND SUPPORT, INCREASE CHILDHOOD NUTRITION, REDUCE CHILD ABUSE, AND ENGAGE THE ENTIRE COMMUNITY IN CARING FOR OUR CHILDREN. UWLC CONTINUES TO SUPPORT THE PARENT HELPLINE - A FREE, CONFIDENTIAL TELEPHONE RESOURCE FOR PARENTS AND CAREGIVERS OF CHILDREN UP TO 6 YEARS OLD. 81577 INCOME: INCOME PROGRAMS AIMED TO INCREASE FINANCIAL LITERACY THAT LEADS TO SELF - SUFFICIENCY, HELP LOW - WAGE WORKERS RECEIVE THE TAX CREDITS THEY ARE DUE, PROVIDE RENT AND UTILITY ASSISTANCE, REDUCE HOMELESSNESS, AND REDUCE TEEN PREGNANCY AND DOMESTIC VIOLENCE. 81577 3155364 true true false false false false false false false true true false false true true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 9 0 27 true false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false OR X CATHI MCNUTT 5417416000 3171 GATEWAY LOOP SPRINGFIELD OR 97477 RICHARD BARNHART BOARD MEMBER 1.00 X 0 0 0 JOHNATHAN MORGAN BOARD MEMBER 1.00 X 0 0 0 ZACK BLALACK BOARD MEMBER 1.00 X 0 0 0 BOB GARCIA BOARD MEMBER 1.00 X 0 0 0 COLT GILL PRESIDENT 2.00 X X 0 0 0 ROGER GRAY BOARD MEMBER 1.00 X 0 0 0 DEAN HANSEN BOARD MEMBER 1.00 X 0 0 0 BRUCE HELDT BOARD MEMBER 1.00 X 0 0 0 HANK HOELL BOARD MEMBER 1.00 X 0 0 0 ROBIN HOLMES BOARD MEMBER 1.00 X 0 0 0 MANDY JONES BOARD MEMBER 1.00 X 0 0 0 KELLI MATTHEWS BOARD MEMBER 1.00 X 0 0 0 KEN PROVENCHER BOARD MEMBER 1.00 X 0 0 0 HECTOR RIOS SECRETARY 2.00 X X 0 0 0 JON RUIZ BOARD MEMBER 1.00 X 0 0 0 SUJATA SANGHVI PRESIDENT EL 1.00 X 0 0 0 BRAD SMITH TREASURER 1.00 X X 0 0 0 JEFF TOWERY BOARD MEMBER 1.00 X 0 0 0 JOHN HILL BOARD MEMBER 2.00 X X 0 0 0 NOREEN DUNNELLS EXECUTIVE DI 40.00 X 101615 0 12872 CATHI MCNUTT CHIEF FINANC 40.00 X 68156 0 11079 169771 23951 1 false false false 165015 3672436 2677 3837451 7267 7267 16124 16124 16124 16124 OTHER REVENUE 28230 28230 28230 3889072 28230 23391 2434265 2434265 193723 114296 30996 48431 653714 300605 126434 226675 30621 11285 6933 12403 102374 38692 22968 40714 61486 28258 12074 21154 2458 1255 437 766 20562 10502 3652 6408 56934 35527 7779 13628 44998 29058 5785 10155 14998 7701 2649 4648 31297 15986 5557 9754 9399 7560 667 1172 1999 1215 284 500 34723 17735 6166 10822 20874 10662 3707 6505 8056 4114 1431 2511 CAMPAIGN EXPENSES 89723 89723 COMMUNITY BLDG ACTIVITIES 45400 45400 PUBLIC EDUCATION 39898 39898 IN-KIND SUPPORT 2677 2677 2642 1350 470 822 3902821 3155364 237989 509468 400 6388 811619 788584 1267746 1105548 4449 600 49347 37783 996829 374581 605779 622248 465741 539281 3205081 3100432 93602 79666 539500 430905 644556 622556 1277658 1133127 X 1606723 1622286 257378 281697 63322 63322 1927423 1967305 3205081 3100432 -13749 53631 X false true X true false X 4384371 4367182 4434542 4286374 3837451 21309920 4384371 4367182 4434542 4286374 3837451 21309920 21309920 20248 15921 9742 6540 7267 59718 110126 135254 30309 16096 28230 320015 21689653 303919 0.98250 0.97740 X PART II, LINE 10 FISCAL AGENT REVENUE OTHER 320,015 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70510 11506 372 81644 64199 6880 569 70510 46840 18020 -133 528 64199 45302 1722 184 46840 1.00000 true false 296000 296000 419000 177269 241731 281829 197312 84517 622248 LONG-TERM INVESTMENTS 539281 539281 AGENCY ALLOCATIONS PAYABLE 622556 622556 X 4014406 53631 71703 125334 3889072 3889072 3974524 71703 71703 3902821 3902821 SCHEDULE D, PAGE 3, PART X UWLC ACCOUNTS FOR UNCERTAIN TAX POSITION IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES. UWLC IS NOT AWARE OF ANY ACTIVITIES WHICH WOULD TERMINATE ITS TAX EXEMPT STATUS. UWLC RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. MANAGEMENT HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2014. TAX YEAR RETURNS FOR 2011, 2012 AND 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. true LANE COUNTY DEPT OF CHILDREN & FAM 2727 MLK BLVD EUGENE EUGENE OR 97401 936002303 170(C) 20500 PROGRAM SERVICES WILLAMALANE PARK & RECREATION 250 S 32ND STREET SPRINGFIELD OR 97478 930909097 170(C) 18549 PROGRAM SERVICES FOOD FOR LANE COUNTY 770 BAILEY HILL RD EUGENE OR 97402 930888347 501(C) 175927 PROGRAM SERVICES SHELTERCARE PO BOX 23338 EUGENE OR 97402 237115003 501(C) 122391 PROGRAM SERVICES LOOKING GLASS YOUTH & FAMILY SERVIC 72B CENTENNIAL LOOP STE 2 EUGENE OR 97401 930605174 501(C) 108430 PROGRAM SERVICES PEARL BUCK CENTER INC 3690 W 1ST AVE EUGENE OR 97402 930584827 501(C) 83672 PROGRAM SERVICES WHITE BIRD CLINIC 341 E 12TH AVE EUGENE OR 97401 930585814 501(C) 82902 PROGRAM SERVICES PARENTING NOW 86 CENTENNIAL LOOP EUGENE OR 97401 930706557 501(C) 82081 PROGRAM SERVICES RELIEF NURSERY 1720 W 25TH AVE EUGENE OR 97405 930784800 501(C) 81663 PROGRAM SERVICES WILLAMETTE FAMILY INC 687 CHESHIRE AVE EUGENE OR 97402 930569684 501(C) 77266 PROGRAM SERVICES PLANNED PARENTHOOD OF SOUTHWESTERN 360 E 10TH AVE STE 104 EUGENE OR 97401 930573822 501(C) 68658 PROGRAM SERVICES GOODWILL INDUSTRIES OF LANE & SOUTH 855 SENECA RD EUGENE OR 97402 930572370 501(C) 65000 PROGRAM SERVICES ST VINCENT DE PAUL SOCIETY PO BOX 24608 EUGENE OR 97402 930454786 501(C) 61535 PROGRAM SERVICES WOMENSPACE PO BOX 50127 EUGENE OR 97405 930692905 501(C) 58524 PROGRAM SERVICES 211INFO LINE PO BOX 11830 PORTLAND OR 97211 930784586 501(C) 54518 PROGRAM SERVICES AMERICAN RED CROSS-OR PACIFIC CHAPT PO BOX 24528 EUGENE OR 97402 530196605 501(C) 54518 PROGRAM SERVICES OREGON SOCIAL LEARNING CENTER DEVEL 10 SHELTON MCMURPHEY BLVD EUGENE OR 97401 260423551 501(C) 47000 PROGRAM SERVICES CENTRO LATINOAMERICANO 944 W 5TH AVE EUGENE OR 97402 930638731 501(C) 36709 PROGRAM SERVICES HIV ALLIANCE 1966 GARDEN AVE EUGENE OR 97403 930963546 501(C) 34814 PROGRAM SERVICES VOLUNTEERS IN MEDICINE 3321 W 11TH AVE EUGENE OR 97402 931276816 501(C) 32279 PROGRAM SERVICES UNIVERSITY OF OREGON FOUNDATION 360 E 10TH AVE STE 202 EUGENE OR 97401 936015767 501(C) 31901 PROGRAM SERVICES DOWNTOWN LANGUAGES 1035 WILLAMETTE ST EUGENE OR 97401 200646954 501(C) 31000 PROGRAM SERVICES LAUREL HILL CENTER 2145 CENTENNIAL PLAZA EUGENE OR 97401 237256802 501(C) 30000 PROGRAM SERVICES SOUTH LANE MENTAL HEALTH SERVICES I 410 N 9TH ST COTTAGE GROVE OR 97424 930966461 501(C) 27495 PROGRAM SERVICES OREGON STATE UNIVERSITY FOUNDATION 850 SW 35TH ST CORVALLIS OR 97333 936022772 501(C) 26401 PROGRAM SERVICES THE CHILD CENTER 3955 MARCOLA RD SPRINGFIELD OR 97477 237169042 501(C) 25221 PROGRAM SERVICES BETHEL EDUCATION FOUNDATION 4640 BARGER DR EUGENE OR 97402 930873078 501(C) 24813 PROGRAM SERVICES DIRECTION SERVICE INC PO BOX 51360 EUGENE OR 97405 930800692 501(C) 23716 PROGRAM SERVICES EUGENE EDUCATION FUND PO BOX 1015 EUGENE OR 97440 931128220 501(C) 22278 PROGRAM SERVICES SCHOOL BASED HEALTH CENTER COUNCIL 200 N MONROE ST EUGENE OR 97402 931125281 501(C) 22278 PROGRAM SERVICES NEDCO 212 MAIN STREET SPRINGFIELD OR 97477 930739188 501(C) 22047 PROGRAM SERVICES EUGENE EDUCATION FOUNDATION PO BOX 1015 EUGENE OR 97440 931128220 501(C) 21717 PROGRAM SERVICES SACRED HEART MEDICAL CENTER FOUNDAT PO BOX 10905 EUGENE OR 97440 936026548 501(C) 21348 PROGRAM SERVICES BOYS & GIRLS CLUBS OF EMERALD VALLE 1545 W 22ND AVE EUGENE OR 97405 931264722 501(C) 21016 PROGRAM SERVICES OREGON TRAIL COUNCIL BOY SCOUTS 2525 MARTIN LUTHER KING JR BLVD EUGENE OR 97401 930391555 501(C) 19618 PROGRAM SERVICES FLORENCE FOOD SHARE PO BOX 2514 FLORENCE OR 97439 931053932 501(C) 17016 PROGRAM SERVICES SIUSLAW OUTREACH SERVICES PO BOX 19000 FLORENCE OR 97439 943061005 501(C) 15750 PROGRAM SERVICES SPRINGFIELD EDUCATION FOUNDATION PO BOX 663 SPRINGFIELD OR 97477 931147979 501(C) 14408 PROGRAM SERVICES SEXUAL ASSAULT SUPPORT SERVICES 591 W 19TH AVE EUGENE OR 97401 931064520 501(C) 14078 PROGRAM SERVICES GREENHILL HUMANE SOCIETY 88530 GREENHILL RD EUGENE OR 97402 930467412 501(C) 13767 PROGRAM SERVICES SPONSORS INC 1756 WILLAMETTE ST EUGENE OR 97401 930639815 501(C) 12805 PROGRAM SERVICES JUNCTION CITY LOCAL AID PO BOX 493 JUNCTION OR 97448 931294436 501(C) 12723 PROGRAM SERVICES JASPER MOUNTAIN 37875 JASPER LOWELL RD JASPER OR 97438 930855920 501(C) 12332 PROGRAM SERVICES ARC OF LANE COUNTY THE 4181 E ST SPRINGFIELD OR 97478 930423965 501(C) 12222 PROGRAM SERVICES CHILDREN'S TRUST FUND OF OREGON FOU 1410 SW MORRISON ST STE 501 PORTLAND OR 97205 931310666 501(C) 10947 PROGRAM SERVICES CHRISTIANS AS FAMILY ADVOCATES 921 COUNTRY CLUB ROAD STE 222 EUGENE OR 97401 911787129 501(C) 10363 PROGRAM SERVICES LANE COUNTY LEGAL AID & ADVOCACY CE 376 E 11TH AVE EUGENE OR 97401 931189114 501(C) 10200 PROGRAM SERVICES EUGENE MISSION INC PO BOX 1149 EUGENE OR 97440 930563797 501(C) 8691 PROGRAM SERVICES COMMUNITY HEALTH CHARITIES OF OREGO 5331 SW MACADAM AVE STE 350 PORTLAND OR 97239 237081441 501(C) 8659 PROGRAM SERVICES CATHOLIC COMMUNITY SERVICES 1025 G ST SPRINGFIELD OR 97477 930409105 501(C) 8363 PROGRAM SERVICES EARTH SHARE OF OREGON PO BOX 40333 PORTLAND OR 97240 931001285 501(C) 7794 PROGRAM SERVICES SPRINGFIELD COUNCIL OF PTA'S 525 MILL ST SPRINGFIELD OR 97477 936039479 501(C) 7047 PROGRAM SERVICES EUGENE FAITH CENTER 1410 W 13TH AVE EUGENE OR 97401 930588948 501(C) 7046 PROGRAM SERVICES SOUTH LANE WHEELS 1450 BITCH AVE COTTAGE GROVE OR 97424 930818031 501(C) 6111 PROGRAM SERVICES UPPER WILLAMETTE COMMUNITY DEVELOPM PO BOX 677 OAKRIDGE OR 97463 931105185 501(C) 6000 PROGRAM SERVICES MID-LANE COMMUNITY PARTNERSHIPS PO BOX 344 VENETA OR 97487 930694295 501(C) 5816 PROGRAM SERVICES 56 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL UWLC PROGRAM GRANT AWARDS ARE BASED ON FULL FINANCIAL DISCLOSURES SUBMITTED AT THE TIME OF INITIAL APPLICATION. DURING THE PERIOD OF THEIR AWARD, ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT SEMI - ANNUAL PROGRESS REPORTS TO UWLC WHICH INCLUDE THE FOLLOWING INFORMATION: 1. THE AMOUNT OF UWLC GRANT FUNDING RECEIVED AND EXPENDED BY THE PROGRAM DURING THE REPORTING PERIOD. 2. THE NUMBER OF CLIENTS SERVED BY UWLC FUNDING DURING THE REPORTING PERIOD. 3. FOR BASIC NEEDS GRANT RECIPIENTS, THE MEASURABLE PROGRESS THAT HAS BEEN MADE TOWARD ACHIEVING THE PROGRAM GOALS OUTLINED IN THEIR ORIGINAL GRANT APPLICATION. 4. FOR STRATEGIC IMPACT GRANT RECIPIENTS: A. THE MEASURABLE PROGRESS THAT HAS BEEN MADE TOWARD ACHIEVING THE STRATEGIC OUTCOMES OUTLINED IN THEIR ORIGINAL GRANT APPLICATION; AND B. AN ASSESSMENT AS TO WHETHER THE MEASUREMENT SYSTEMS THAT WERE PROPOSED TO MONITOR PROGRESS IN THE ORIGINAL APPLICATION ARE BEING USED, AND IF SO, ARE THE STILL EFFECTIVE. ALL PROGRESS REPORTS ARE REVIEWED BY PANELS OF VOLUNTEERS IN EACH OF THE THREE STRATEGIC AREAS (EDUCATION, INCOME AND HEALTH) AND BY THE COMMUNITY INVESTMENT STEERING COMMITTEE (CISC) IN THE CASE OF BASIC NEEDS REPORTS. ANY QUESTIONS ARISING FROM THE REVIEWS ARE COLLECTED AND SUBMITTED TO THE PROGRAM MANAGERS FOR RESPONSE. SITE VISITS OCCUR WHENEVER DEEMED NECESSARY. THE CISC HAS THE AUTHORITY TO SUSPEND ANY GRANT AWARD IF THE PROGRAM FAILS TO SUBMIT A REPORT IN A TIMELY FASHION, FAILS TO FULLY COMPLETE THE PROGRESS REPORT, OR FAILS TO RESPOND TO QUESTIONS FROM THE PANELS IN A SATISFACTORY WAY. FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF LANE COUNTY'S (UWLC) MISSION STATEMENT IS "IMPROVING LIVES THROUGH THE CARING POWER OF COMMUNITY." IN AN EFFORT TO ADVANCE THE COMMON GOOD, UWLC WORKS TO MOBILIZE THE COMMUNITY TO ADDRESS SERIOUS HUMAN NEEDS ISSUES. AS A NON-PARTISAN ORGANIZATION, UWLC HAS THE UNIQUE ABILITY TO FORM PARTNERSHIPS WITH ALL SEGMENTS OF THE COMMUNITY - INDIVIDUALS, BUSINESS, CHARITIES, LABOR, THE FAITH COMMUNITY AND GOVERNMENTAL ENTITIES - TO SOLVE IDENTIFIED LOCAL PROBLEMS THROUGH A COUNTY-WIDE NETWORK CONSISTING OF HUNDREDS OF PARTNERS AND OTHER NOT-FOR-PROFIT AGENCIES, UWLC HELPS PROVIDE BASIC NEEDS WHILE WORKING TO CHANGE CONDITIONS THAT ALLOW THESE PROBLEMS TO EXIST IN THE FIRST PLACE. FORM 990, PAGE 2, PART III, LINE 4D INCOME: INCOME PROGRAMS AIMED TO INCREASE FINANCIAL LITERACY THAT LEADS TO SELF - SUFFICIENCY, HELP LOW - WAGE WORKERS RECEIVE THE TAX CREDITS THEY ARE DUE, PROVIDE RENT AND UTILITY ASSISTANCE, REDUCE HOMELESSNESS, AND REDUCE TEEN PREGNANCY AND DOMESTIC VIOLENCE. FORM 990, PAGE 6, PART VI, LINE 11B CFO IS A CPA AND THERE ARE THREE CPA'S ON THE FINANCE COMMITTEE WHO WILL REVIEW THE DRAFT 990 BEFORE IT IS RECOMMENDED FOR APPROVAL TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C BOARD, COMMITTEES AND STAFF ARE ASKED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST FORM WITH SIGNATURE FORM 990, PAGE 6, PART VI, LINE 15A THE INTERNAL OPERATIONS COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS AND APPROVAL OF SALARY RANGES. FORM 990, PAGE 6, PART VI, LINE 15B THE INTERNAL OPERATIONS COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS AND APPROVAL OF SALARY RANGES. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST