UNITED WAY OF SOUTHWESTERN OREGON INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF SOUTHWESTERN OREGON INC (EIN 93-0503188)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-17
- IRS object ID
- 201342909349200709
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-17T16:40:33-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J HANDRAN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 PARK AVE | AddressLine1 |
| City | COOS BAY | City |
| State | OR | State |
| ZIP Code | 974202244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930503188 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Southwestern Oregon | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5412675202 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1288 | AddressLine1 |
| City | Coos Bay | City |
| State | OR | State |
| ZIP Code | 97420 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William S Harsh | Name |
| Title | Executive Direc | Title |
| Date Signed | 2013-10-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel J Handran CPA | Name |
| PTIN | P01041265 | PTIN |
| Phone | 5412672192 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 199118 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 198758 | ContributionsGiftsGrantsEtc |
| Investment Income | 24 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Other Revenue Total | 336 | OtherRevenueTotal |
| Total Revenue | 199118 | TotalRevenue |
| Grants And Similar Amounts Paid | 112939 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 33926 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 6753 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 4553 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 15847 | OtherExpensesTotal |
| Total Expenses | 174018 | TotalExpenses |
| Excess Or Deficit For Year | 25100 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 27246 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52346 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31050 | BOY |
| EOY | 63846 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66986 | BOY |
| EOY | 61832 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98036 | BOY |
| EOY | 125678 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70790 | BOY |
| EOY | 73332 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27246 | BOY |
| EOY | 52346 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Funding charitable organizations. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | Fundraising for local, Oregon and Federal 501(c)(3) charities. We publish one brochure annually that lists our member agencies. | DescriptionProgramServiceAccom |
| Grants And Allocations | 37507 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 37507 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (23 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| Catherine Walworth | ||
| Member at Large | 0 | 0 |
| Terri Porcaro | ||
| Board Member | 0 | 0 |
| Linda Kennedy | ||
| Champaign Chair | 0 | 0 |
| Lt Rob O'Donnell | ||
| Board Member | 0 | 0 |
| Lia Menten | ||
| Board Member | 0 | 0 |
| Liz Kennedy | ||
| Board Member | 0 | 0 |
| Melissa Cribbins | ||
| Board Member | 0 | 0 |
| Viki Brugnoli | ||
| Secretary | 0 | 0 |
| Howard Forte | ||
| Chair Elect | 0 | 0 |
| Lt Patrick Wright | ||
| Board Member | 0 | 0 |
| Pam Cottrell | ||
| Allocations Cha | 0 | 0 |
| Rachele Summerville | ||
| Board Member | 0 | 0 |
| Deena Gisholt | ||
| Board Chair | 0 | 0 |
| Marcie Nunnelly | ||
| Vice Chair | 0 | 0 |
| Jeff Street | ||
| Board Member | 0 | 0 |
| Andy Osborn | ||
| Member at Large | 0 | 0 |
| Ryan Hitchcock | ||
| Board Member | 0 | 0 |
| Tanya Finch | ||
| Treasurer | 0 | 0 |
| William S Harsh | ||
| Executive Direc | 40.00 | 30740 |
| Debbie Williams | ||
| Board Member | 0 | 0 |
| Teri Whitty | ||
| Member at Large | 0 | 0 |
| Chris Oman | ||
| Board Member | 0 | 0 |
| Mary Maneval | ||
| Board Member | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | William S Harsh | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 Central Ave 226 | AddressLine1 |
| City | Coos Bay | City |
| State | OR | State |
| ZIP Code | 97420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5412675202 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165654 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 140257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 169811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148807 | CurrentTaxYearMinus1Year |
| Current Tax Year | 184603 | CurrentTaxYear |
| Total | 809132 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165654 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 140257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 169811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148807 | CurrentTaxYearMinus1Year |
| Current Tax Year | 184603 | CurrentTaxYear |
| Total | 809132 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 809132 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24 | CurrentTaxYear |
| Total | 581 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 165 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1 | CurrentTaxYearMinus1Year |
| Current Tax Year | 336 | CurrentTaxYear |
| Total | 502 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 810215 | TotalSupport |
| Public Support Pertcentage170 | 0.99870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99670 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (14 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.1002 | Total Liabilities.1002 | Grants Payable - Beginning $69303 Grants Payable - Ending $71436 |
| Form 990-EZ, Part II, Line 26.1001 | Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $1487 Accounts Payable and Accrued Expenses - Ending $1896 |
| Form 990-EZ, Part II, Line 24.1011 | Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $3141 Prepaid Expenses and Deferred Charges - Ending $3206 |
| Form 990-EZ, Part II, Line 24.1006 | Other Assets.1006 | Pledges and Grants Receivable - Beginning $63236 Pledges and Grants Receivable - Ending $58274 |
| Form 990-EZ, Part II, Line 24.1003 | Other Assets.1003 | Machinery and Equipment - Beginning $609 Machinery and Equipment - Ending $352 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Miscellaneous $3 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Campaign costs $315 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Telephone $1140 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $2142 |
| Form 990-EZ, Part I, Line 16.1009 | Other Expenses.1009 | Depreciation $257 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $2700 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $9290 |
| Form 990-EZ, Part I, Line 10.1 | Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: Various NPO agencies | Cash Amount Given: $111138 |
| Form 990-EZ, Part I, Line 8.1 | Other Revenue.1 | Miscellaneous $336 |