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Nonprofiteer
← UNITED WAY OF THE MID-WILLAMETTE VALLEY

Form 990 for tax year 2022

Filed by UNITED WAY OF THE MID-WILLAMETTE VALLEY.

Totals

Total revenue
$11,893,624
Total expenses
$9,908,622
Contributions and grants received
$11,664,531
Grants paid
$608,833
Program service revenue
$137,968
Investment income
$81,725
Other revenue
$9,400
Total assets, end of year
$6,803,051
Total liabilities, end of year
$501,899
Net assets or fund balances, end of year
$6,301,152
Program services expenses (Part IX)
$9,134,469
Management and general expenses
$550,775
Fundraising expenses
$223,378
Program service expenses (Part III)
$9,134,469

Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $3,933,428

  • 1e · Government grants (contributions)

    $1,249,885

  • 1f · All other contributions, gifts and grants

    $6,481,218

  • 1g · Noncash contributions included above

    $6,255,382

  • 2a · Program service revenue: Administrative Fees

    total $99,325 · related or exempt $99,325

  • 2b · Program service revenue: Fee for Service

    total $37,418 · related or exempt $37,418

  • 2c · Program service revenue: Participation Fees

    total $1,225 · related or exempt $1,225

  • 3 · Investment income

    total $43,169 · excluded $43,169

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $9,400

  • 6c · Rental income or loss

    real property $9,400

  • 6d · Net rental income or loss

    total $9,400 · related or exempt $9,400

  • 7a · Gross sales of assets other than inventory

    securities $525,840

  • 7b · Less cost or other basis and sales expenses

    securities $487,284

  • 7c · Gain or loss

    securities $38,556

  • 7d · Net gain or loss

    total $38,556 · excluded $38,556

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $608,833 · program services $608,833

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $117,613 · program services $38,812 · management and general $44,693 · fundraising $34,108

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,021,283 · program services $700,745 · management and general $177,382 · fundraising $143,156

  • 8 · Pension plan contributions

    total $6,386 · program services $4,382 · management and general $1,109 · fundraising $895

  • 9 · Other employee benefits

    total $99,962 · program services $68,588 · management and general $17,362 · fundraising $14,012

  • 10 · Payroll taxes

    total $120,067 · program services $82,383 · management and general $20,854 · fundraising $16,830

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $1,368 · program services $179 · management and general $1,189

  • 11c · Fees: accounting

    total $40,528 · program services $4,725 · management and general $34,838 · fundraising $965

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $9,207 · management and general $9,207

  • 11g · Fees: other

    total $100,630 · program services $98,360 · management and general $2,270

  • 12 · Advertising and promotion

    total $25,170 · program services $3,938 · management and general $21,232

  • 13 · Office expenses

    total $72,520 · program services $17,218 · management and general $54,499 · fundraising $803

  • 14 · Information technology

    total $14,265 · program services $3,979 · management and general $10,187 · fundraising $99

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $51,903 · program services $22,161 · management and general $29,742

  • 17 · Travel

    total $5,960 · program services $4,110 · management and general $1,850

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,934 · program services $1,334 · management and general $600

  • 20 · Interest

    total $1,382 · program services $590 · management and general $792

  • 21 · Payments to affiliates

    total $41,797 · program services $1,187 · management and general $40,610

  • 22 · Depreciation, depletion and amortization

    total $46,633 · program services $19,910 · management and general $26,723

  • 23 · Insurance

    total $26,326 · program services $300 · management and general $26,026

  • 24a · Other expenses: Distribution of Donated Goods

    total $5,221,076 · program services $5,221,076

  • 24b · Other expenses: CONTRACT SVS - LT RECOVERY GRP

    total $2,124,987 · program services $2,124,987

  • 24c · Other expenses: Community Impact Program Exp

    total $94,028 · program services $93,983 · management and general $45

  • 24d · Other expenses: CENTURY 21 ALLOCATED COSTS

    total $21,950 · management and general $21,950

  • 24e · All other expenses

    total $32,814 · program services $12,689 · management and general $7,615 · fundraising $12,510

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $291,471 · end of year $884,907

  • 2 · Savings and temporary cash investments

    beginning of year $556,836 · end of year $523,915

  • 3 · Pledges and grants receivable

    beginning of year $1,200,183 · end of year $812,793

  • 4 · Accounts receivable

    end of year $297,054

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $325,000 · end of year $325,000

  • 8 · Inventories for sale or use

    beginning of year $533,631 · end of year $1,573,674

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,910 · end of year $17,211

  • 10a · Land, buildings and equipment: cost or other basis

    $1,697,174

  • 10b · Land, buildings and equipment: accumulated depreciation

    $479,248

  • 10c · Land, buildings and equipment, net

    beginning of year $1,259,003 · end of year $1,217,926

  • 11 · Investments: publicly traded securities

    beginning of year $1,367,399 · end of year $1,146,814

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $5,917 · end of year $3,757

  • 17 · Accounts payable and accrued expenses

    beginning of year $192,103 · end of year $211,127

  • 19 · Deferred revenue

    beginning of year $330,113

  • 25 · Other liabilities

    beginning of year $472,363 · end of year $290,772

  • 27 · Net assets without donor restrictions

    beginning of year $3,878,225 · end of year $4,692,743

  • 28 · Net assets with donor restrictions

    beginning of year $681,546 · end of year $1,608,409

Mission and programs · 2022

Mission

Uniting people and resources to build thriving and resilient communities. We find every dollar we can to address these critical issues, but we are more than fundraisers. Our work is centralized around four focus areas; developing housing for all, strengthening children and families, building community capacity, and meeting basic needs. Guided by these, we look for innovative projects, we support area service partners with grant funding and work to increase resources for our tri-county area.

Activities or mission (Part I)

Our work is centralized around four focus areas: developing housing for all, strengthening children and families, building community capacand meeting basic needs.

  • Community Impact:For over eighty years, United Way of the Mid-Willamette Valley (UWMWV or United Way) has built bridges to the community that focused on developing resources for nonprofits. Today, UWMWV reachs for higher outcomes, addresses wider gaps, and cultivates a culture of collaboration and partnership to assure equity, inclusion and diversity are a part of every part of its work. Here are some highlights of UWMWV's work in 2022:SANTIAM CANYON WILDFIRE RELIEF AND RECOVERY: 2022 IMPACT: 1,069 SERVED 510 VOLUNTEERS, 3680 VOLUNTEER HOURS. When wildfires wreaked havoc across the region in 2020, forcing thousands of people to evacuate and seek shelter, UWMWV immediately jumped into action. In 2022, UWMWV continued to serve and to support the wildfire recovery efforts in a wide variety of ways. UWMWV hosted many individual/family survivors at various events through its Good360 program in order to get supplies and replacements for both temporary housing and rebuilt housing needs. UWMWV sent children from families impacted by wildfires to Summer Camp. UWMWV also served as fiscal sponsor for the Long-Term Recovery Group (LTRG) - a group committed to restoring family housing to pre-fire condition. During 2022, UWMWV donated a tiny home to a needy family that had lost their house in the fire and supported the building of sheds for multiple families in need of temporary storage.GOOD360 GIFTS IN KIND PROGRAM: 2022 IMPACT: 190,464 community members served through 242 non-profit organizations, 928 VOLUNTEERS, 4260 VOLUNTEER HOURS. As the regional hub for this national program, UWMWV is uniquely positioned to support hundreds of area service providers, schools, faith-based groups and other nonprofit partners. The Good360 Gifts in Kind Program continued to grow exponentially in the last year. In 2022, the program provided goods valued at $5.2 million to those in need which allowed area non-profits organizations, faith-based groups and schools to use their program dollars on other things. OREGON STATE CHARITABLE FUND DRIVE: 2022 IMPACT: $681,351 PLEDGED FOR 447 STATEWIDE CHARITIES. UWMWV served as the Managing Organization of the State of Oregon's Employee Charitable Fund Drive that occurs annually each fall. In 2022, UWMWV planned, coordinated and operated a campaign that reached over 70,000 state employees and worked with nineteen federations representing 699 charities. UWMWV was responsible for raising, tracking, and distributing the campaign funds.AWESOME 3000: 2022 IMPACT: 14 COMMUNITY VOLUNTEERS PLANNED FOR 2023 EVENT. The Awesome 3000 planning began in 2022. Awesome 3000, once billed as the largest youth fun run west of the Mississippi, will resume after a three-year hiatus under the leadership of the United Way. The Awesome 3000 will serve as a fundraiser for the Salem-Keizer School Fund. The proceeds of the run will go towards Salem-Keizer School District grants for innovative practices.EMERGENT NEED GRANTING: 2022 IMPACT: $219,000 AWARDED, 5 PROVIDERS SERVED. Through UWMWV's various programs and partnerships, UWMWV supported several different causes and charities that provided important community efforts and needs. UWMWV's grant supported foundational school technical education efforts in rural Yamhill County, migrant farmer support, refugee support, mental health support and dental hygiene for children. SAFESLEEP UNITED WOMENS SHELTER: 2021 IMPACT: 5,348 SHELTER NIGHTS and 8,948 MEALS PROVIDED TO OVER 194 UNDUPLICATED WOMEN: As one of the most vulnerable populations, the women who were unsheltered in the community need a safe, reliable place to sleep safely for the night. Working with its partners, United Way established a unique and vital low barrier shelter where women can feel safe sleeping for the evening. Low barrier reflects a housing-first approach, where people are welcomed as they are, without needing to be clean, sober, employed, or employable as entry criteria. UWMWV staff meet and serve women where they are at as long as they can do activities of daily living independently and behave generally respectfully. Of the 194 women and children United Way sheltered in 2022, seventy-five individuals, or 39%, moved to living arrangements that are considered to be more stable than a temporary emergency shelter. COTTAGES UNITED PROGRAM: This program creates a sustainable, affordable solution to the ever-growing issue of seniors at risk of homelessness. HUD considers a person housing burdened if their monthly housing costs are greater than 30% of a persons income. Many older Oregonians are entitled to Social Security benefits. However, these benefits (currently averaging $1,529 per month for an individual) remain well below the poverty line and often fail to cover the cost of housing. UWMWV's plan is to build twenty-five cottages, right next to Swegle Elementary, creating a community partnership between seniors and this school. In 2021, United Way acquired the land and completed the bulk of the background work to lay the foundation for the next phase of this complicated but necessary project. In 2022, United Way continued fundraising and organizational efforts for this project with a goal of breaking ground in 2023.SCHOOL AGE ENRICHMENT: 2022 IMPACT: 2,808 STUDENTS SERVED, 84 VOLUNTEERS, 6,384 HOURS. This program provided equitable programming for academic enrichment at nine different school sites including elementary, middle, and high schools to encourage youth development and to promote family involvement. College and Career readiness was also offered at area high schools with mentors who provided one on one assistance to high school students with post-secondary plans.

    Expenses $9,134,469 · Grants $608,833

As filed on the 2022 return.

Listed in Part VII

  • Rhonda Wolf

    CEO

    Total calculated
    $117,613
    From this org
    $105,500
    From related orgs
    $0
    Other
    $12,113
    Hours/week
    40

  • Jordan Truitt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Luis Molina

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin Cameron

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Matthew Casebeer

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Geoff Tiffany

    Director

    Total calculated
    $0
    Hours/week
    1

  • Randi Bural

    Director

    Total calculated
    $0
    Hours/week
    1

  • Katie Costic

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lesa Goff

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ryan Rasmussen

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Morgan Sund

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Alejandro Vazquez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tami Levin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Raul Marquez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ricardo Soto Gonzales

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wendy Laudette

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • UNITED COMMUNITY FOUNDATION

    501(C)(3) · UWMWV SUPPORTING ORGANIZATION · OR

    Directly controlled by UNITED WAY OF THE MID WILLAMETTE VALLEY

  • CANOPI

    501(c)(3) · NON-PROFIT MANAGEMENT · OR

    Directly controlled by UNITED WAY OF THE MID WILLAMETTE VALLEY

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SAFESLEEP UNITED LLC

    OVERNIGHT WOMEN'S SHELTER · OR · income $188,330

    Directly controlled by UNITED WAY OF THE MID WILLAMETTE VALLEY

  • UWMWV PROPERTIES LLC

    PROPERTY TRANSACTIONS · OR

    Directly controlled by UNITED WAY OF THE MID WILLAMETTE VALLEY

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202343079349303054

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