Skip to content
Nonprofiteer
← UNITED WAY OF THE MID-WILLAMETTE VALLEY

Form 990 for tax year 2023

Filed by UNITED WAY OF THE MID-WILLAMETTE VALLEY.

Totals

Total revenue
$12,608,232
Total expenses
$12,955,619
Contributions and grants received
$12,301,808
Grants paid
$1,380,323
Program service revenue
$185,118
Investment income
$82,092
Other revenue
$39,214
Total assets, end of year
$7,132,349
Total liabilities, end of year
$1,082,784
Net assets or fund balances, end of year
$6,049,565
Program services expenses (Part IX)
$12,217,033
Management and general expenses
$586,594
Fundraising expenses
$151,992
Program service expenses (Part III)
$12,217,033

Program services were 94.3% 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

    $2,399,976

  • 1e · Government grants (contributions)

    $3,303,682

  • 1f · All other contributions, gifts and grants

    $6,598,150

  • 1g · Noncash contributions included above

    $6,257,526

  • 2a · Program service revenue: Administrative Fees

    total $117,062 · related or exempt $117,062

  • 2b · Program service revenue: Participation Fees

    total $68,056 · related or exempt $68,056

  • 3 · Investment income

    total $51,529 · excluded $51,529

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $14,400

  • 6c · Rental income or loss

    real property $14,400

  • 6d · Net rental income or loss

    total $14,400 · related or exempt $14,400

  • 7a · Gross sales of assets other than inventory

    securities $1,373,538

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

    securities $1,342,975

  • 7c · Gain or loss

    securities $30,563

  • 7d · Net gain or loss

    total $30,563 · excluded $30,563

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER REVENUE

    total $24,814 · related or exempt $24,814

  • 11e · Other revenue, total

    $24,814

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,380,323 · program services $1,380,323

  • 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 $229,428 · program services $133,561 · management and general $77,431 · fundraising $18,436

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,100,100 · program services $813,675 · management and general $196,152 · fundraising $90,273

  • 8 · Pension plan contributions

    total $8,131 · program services $6,014 · management and general $1,450 · fundraising $667

  • 9 · Other employee benefits

    total $105,685 · program services $78,169 · management and general $18,844 · fundraising $8,672

  • 10 · Payroll taxes

    total $142,823 · program services $105,637 · management and general $25,466 · fundraising $11,720

  • 11a · Fees: management

    total $6,000 · management and general $6,000

  • 11b · Fees: legal

    total $7,735 · program services $3,246 · management and general $4,489

  • 11c · Fees: accounting

    total $43,178 · program services $7,896 · management and general $34,733 · fundraising $549

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $12,373 · management and general $12,373

  • 11g · Fees: other

    total $167,134 · program services $161,099 · management and general $6,035

  • 12 · Advertising and promotion

    total $61,430 · program services $55,740 · management and general $90 · fundraising $5,600

  • 13 · Office expenses

    total $83,183 · program services $20,805 · management and general $62,152 · fundraising $226

  • 14 · Information technology

    total $25,752 · management and general $25,752

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $87,630 · program services $61,319 · management and general $26,311

  • 17 · Travel

    total $7,053 · program services $6,519 · management and general $534

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $25,330 · program services $23,300 · management and general $2,030

  • 20 · Interest

    total $980 · program services $686 · management and general $294

  • 21 · Payments to affiliates

    total $23,317 · program services $1,253 · management and general $22,064

  • 22 · Depreciation, depletion and amortization

    total $51,321 · program services $35,911 · management and general $15,410

  • 23 · Insurance

    total $41,394 · program services $7,657 · management and general $33,737

  • 24a · Other expenses: Distribution of Donated Goods

    total $7,541,561 · program services $7,541,561

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

    total $1,342,824 · program services $1,342,824

  • 24c · Other expenses: Community Impact Program Exp

    total $239,242 · program services $238,080 · management and general $1,162

  • 24d · Other expenses: SPECIAL EVENTS

    total $115,306 · program services $115,306

  • 24e · All other expenses

    total $106,386 · program services $76,452 · management and general $14,085 · fundraising $15,849

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $884,907 · end of year $803,015

  • 2 · Savings and temporary cash investments

    beginning of year $523,915 · end of year $706,650

  • 3 · Pledges and grants receivable

    beginning of year $812,793 · end of year $848,802

  • 4 · Accounts receivable

    beginning of year $297,054 · end of year $151,032

  • 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 $0

  • 8 · Inventories for sale or use

    beginning of year $1,573,674 · end of year $257,291

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,211 · end of year $27,360

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

    $3,568,885

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

    $530,568

  • 10c · Land, buildings and equipment, net

    beginning of year $1,217,926 · end of year $3,038,317

  • 11 · Investments: publicly traded securities

    beginning of year $1,146,814 · end of year $1,296,397

  • 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 $3,757 · end of year $3,485

  • 17 · Accounts payable and accrued expenses

    beginning of year $209,232 · end of year $421,595

  • 19 · Deferred revenue

    end of year $340,750

  • 25 · Other liabilities

    beginning of year $292,667 · end of year $320,439

  • 27 · Net assets without donor restrictions

    beginning of year $4,692,743 · end of year $5,478,936

  • 28 · Net assets with donor restrictions

    beginning of year $1,608,409 · end of year $570,629

Mission and programs · 2023

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 capacity and meeting basic needs.

  • COMMUNITY IMPACT:For over eighty years, United Way of the Mid-Willamette Valley has built bridges to the community that focused on developing resources for nonprofits. Today, we reach for higher outcomes, address wider gaps, and cultivate a culture of collaboration and partnership to assure equity, inclusion and diversity are a part of every part of our work. Here are some highlights of our work in 2023.SANTIAM CANYON WILDFIRE RELIEF AND RECOVERY: 2023 IMPACT: 1,069 SERVED 510 VOLUNTEERS, 3680 HRS. When wildfires wreaked havoc across our region in 2020, forcing thousands of people to evacuate and seek shelter, we immediately jumped into action. In 2022, we continued serving and supporting the wildfire recovery efforts in a wide variety of ways. We hosted many individual/family survivors at various events through our Good360 program to get supplies and replacements for both temporary housing and rebuilt housing needs. We sent children from families impacted by wildfires to Summer Camp. We served as fiscal sponsor for the Long-Term Recovery Group (LTRG) a group committed to restoring family housing to pre-fire condition. We donated a tiny home to a needy family that has lost their house the fire and supported shed builds for multiple families in need of temporary storage.GOOD360 GIFTS IN KIND PROGRAM: 2023 IMPACT: 316,801 community members served through 242 Non-Profit Agencies, 863 VOLUNTEERS, 8194 Volunteer HRS. As the regional hub for this national program, the United Way of the Mid-Willamette Valley is uniquely positioned to support hundreds of area service providers, schools, faith-based groups and other nonprofit partners. The Good360 Gifts in Kind Program has grown exponentially in the last year. The program continued to provide goods valued at $6.2 million to those in need and allows area non-profits and schools to use their program dollars on other things. OREGON STATE CHARITABLE FUND DRIVE: 2023 IMPACT: $762,203 PLEDGED FOR 544 STATEWIDE CHARITIES. United Way served as the Managing Organization of the State of Oregon Employee Charitable Fund Drive that occurs annually each fall. The United Way plans, coordinates, and operats a campaign that reaches over 70k state employees while working with 18 federations representing 869 charities. The United Way is responsible for raising, tracking, and distributing funds.AWESOME 3000: 2023 Impact: 330 community volunteers, 1891 participants ranging in ages 3 18 years old. Awesome 3000, once billed as the largest youth fun run west of the Mississippi, resumed after a three-year hiatus under the leadership of the United Way. The Awesome 3000 serves as a fundraiser for the Salem- Keizer School Fund. The proceeds of this run go towards SKSD staff grants for innovative practices.EMERGENT NEED GRANTING: 2023 IMPACT: $1,081,600 AWARDED, 14 PROVIDERS SERVED, through our various programs and partnerships, we supported many different causes and charities that supported important community efforts and needs. Our grants supported environmental waste programs, college and career efforts, migrant worker support, health disparities, disability access, youth sports, transitional housing, diversity programs, child abuse prevention, and young adult leadership.SAFESLEEP UNITED WOMENS SHELTER: 2023 IMPACT: 4815 SHELTER NIGHTS and 7,684 MEALS PROVIDED TO over 150 UNDUPLICATED WOMEN AND CHILDREN: As one of the most vulnerable populations, the women who were unsheltered in our community needed a safe, reliable place to sleep safely for the night. Working with our 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. We meet and serve women where they are at as long as they can do activities of daily living independently and behave respectfully. COTTAGES UNITED PROGRAM: This program will create 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 $1,529.00 average for an individual) remain well below the poverty line and often fail to cover the cost of housing. In 2021, we 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, we continued our fundraising and organizational efforts for this project. In 2023 we broke ground for the first phase of 10 cottages expected to be completed May 2024 with tenants moving in June 2024.SCHOOL AGE ENRICHMENT: 2023 IMPACT: 4617 STUDENTS SERVED, 75 VOLUNTEERS, 4617 HOURS. School Age Enrichment provides equitable programming for academic enrichment at 8 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 provide 1:1 assistance to high school students with post-secondary plans.

    Expenses $12,217,033 · Grants $1,380,323

As filed on the 2023 return.

Listed in Part VII

  • Rhonda Wolf

    CEO

    Total calculated
    $134,310
    From this org
    $125,050
    From related orgs
    $0
    Other
    $9,260
    Hours/week
    39

  • Kevin Couey

    CFO

    Total calculated
    $86,620
    From this org
    $85,226
    From related orgs
    $0
    Other
    $1,394
    Hours/week
    40

  • Jordan Truitt

    VICE CHAIR

    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 + 0.5 related

  • Morgan Sund

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • 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

    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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349312292

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.