UNITED WAY OF SOUTHWESTERN OREGON INC: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF SOUTHWESTERN OREGON INC (EIN 93-0503188)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-30
- IRS object ID
- 201223049349200027
- Schema version
- 2011v1.2
- 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 | 2012-10-30T13:14:21-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 2012-10-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Daniel J Handran CPA | Name |
| Phone | 5412672192 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 150783 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 150762 | ContributionsGiftsGrantsEtc |
| Investment Income | 20 | 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 | 1 | OtherRevenueTotal |
| Total Revenue | 150783 | TotalRevenue |
| Grants And Similar Amounts Paid | 116390 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 34235 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 5335 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 4560 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 6610 | OtherExpensesTotal |
| Total Expenses | 167130 | TotalExpenses |
| Excess Or Deficit For Year | -16347 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 43593 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27246 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31984 | BOY |
| EOY | 31050 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76250 | BOY |
| EOY | 66986 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108234 | BOY |
| EOY | 98036 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64641 | BOY |
| EOY | 70790 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43593 | BOY |
| EOY | 27246 | 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 | 27862 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 27862 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (26 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jenny Bream | ||||||
| 1420 Evergreen Drive | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Catherine Walworth | ||||||
| 1417 N 14th Street | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Piper Wilkinson | ||||||
| 155 East Market Street | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Echo Nickerson | ||||||
| 300 5th Bay Park | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Joe Benetti | ||||||
| 260 South Broadway | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Linda Kennedy | ||||||
| 1625 N 7th Street | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Paula Arzie | ||||||
| 2051 Newmark Avenue | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Lia Menten | ||||||
| 240 S Broadway | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Kathy Strickler | ||||||
| 2455 Maple Street Suite B | North Bend | OR | 97459 | Board Member | 0 | 0 |
| Kathy Miller | ||||||
| 1095 Oregon Avenue | Bandon | OR | 97411 | Board Member | 0 | 0 |
| Linda Maxon | ||||||
| PO Box 423 | Bandon | OR | 97411 | Board Member | 0 | 0 |
| Howard Forte | ||||||
| 1386 Anderson Avenue | Coos Bay | OR | 97420 | Vice Chair | 0 | 0 |
| Beth Gipson | ||||||
| 1899 Virginia Avenue | Coos Bay | OR | 97420 | Elect | 0 | 0 |
| Joyce Jansen | ||||||
| 500 Central Avenue | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Pam Cottrell | ||||||
| 145 Central Avenue | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Maureen O'Neil | ||||||
| PO Box 1156 | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Deena Gisholt | ||||||
| 915 South 1st Street | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| Marcie Nunnelly | ||||||
| 1400 Newmark | Coos Bay | OR | 97420 | Board Member | 0 | 0 |
| LTJG Elizabeth Libby Hetrick | ||||||
| 2000 Connecticut Avenue | North Bend | OR | 97459 | Board Member | 0 | 0 |
| Karl Easttorp | ||||||
| 1988 Newmark Avenue | Coos Bay | OR | 97420 | Campaign Chair | 0 | 0 |
| Theresa Haga | ||||||
| 2455 Maple Street Suite B | North Bend | OR | 97459 | Secretary | 0 | 0 |
| Tanya Finch | ||||||
| 1285 Virginia Avenue | North Bend | OR | 97459 | Treasurer | 0 | 0 |
| William S Harsh | ||||||
| PO Box 1288 | Coos Bay | OR | 97420 | Executive Direc | 40.00 | 30740 |
| Patty Sorensen | ||||||
| 320 Central Ave 406 | Coos Bay | OR | 97420 | Allocations Cha | 0 | 0 |
| Jayson Wartnik | ||||||
| 3690 Broadway | North Bend | OR | 97459 | Chairman | 0 | 0 |
| Pam Plummer | ||||||
| 700 South Broadway Street | Coos Bay | OR | 97420 | Trustee | 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 | 174209 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 165654 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 140257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169811 | CurrentTaxYearMinus1Year |
| Current Tax Year | 148807 | CurrentTaxYear |
| Total | 798738 | 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 | 174209 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 165654 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 140257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169811 | CurrentTaxYearMinus1Year |
| Current Tax Year | 148807 | CurrentTaxYear |
| Total | 798738 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 798738 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1506 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 495 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20 | CurrentTaxYear |
| Total | 2063 | 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 Minus4 Years | 452 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus1 Year | 165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1 | CurrentTaxYear |
| Total | 618 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 801419 | TotalSupport |
| Public Support Pertcentage170 | 0.99670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99600 | 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 $64050 Grants Payable - Ending $69303 |
| Form 990-EZ, Part II, Line 26.1001 | Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $591 Accounts Payable and Accrued Expenses - Ending $1487 |
| Form 990-EZ, Part II, Line 24.1011 | Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $2563 Prepaid Expenses and Deferred Charges - Ending $3141 |
| Form 990-EZ, Part II, Line 24.1006 | Other Assets.1006 | Pledges and Grants Receivable - Beginning $72821 Pledges and Grants Receivable - Ending $63236 |
| Form 990-EZ, Part II, Line 24.1003 | Other Assets.1003 | Machinery and Equipment - Beginning $866 Machinery and Equipment - Ending $609 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Miscellaneous $45 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Campaign costs $458 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Telephone $1033 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1564 |
| 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 $3070 |
| Form 990-EZ, Part I, Line 16.1001 | Other Expenses.1001 | Advertising and Promotion $183 |
| 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: $114716 |
| Form 990-EZ, Part I, Line 8.1 | Other Revenue.1 | Miscellaneous $1 |