United Way Of Jackson County Inc
- Assets
- $2.8m
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 9
- Location
- Medford, OR
- Founding
- 01/1998
- Data as of
- 06/2024
- EIN
- 93-0576632
Organization Overview
United Way Of Jackson County Inc is located in Medford, OR. The organization was established in 1998. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2024, United Way Of Jackson County Inc employed 9 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Jackson County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, United Way Of Jackson County Inc generated $2.1m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 7.1% each year. All expenses for the organization totaled $2.1m during the year ending 06/2024. While expenses have increased by 7.4% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Jackson County Inc has awarded 206 individual grants totaling $2,145,640. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
MOBILIZING CARING TO AFFECT CHANGE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN TO INVEST CRITICALLY NEEDED RESOURCES IN COMMUNITY IMPACT PROJECTS IN THE AREAS OF EDUCATION, INCOME, HEALTH AND TRANSPORTATION. THESE PROJECTS INCLUDE DAY OF CARING, HOPE CHEST, WILL, AND 17 OTHER IMPACT PROJECTS. OUR COMMUNITY IMPACT PROJECTS INCLUDE BIG IDEA NEXT, A PROGRAM FOCUSED ON INCREASING GRADUATION FOR STUDENTS IN ALTERNATIVE PROGRAMS; VITA/FSA, OUR FREE INCOME TAX PREPARATION; AND MOBILITY MANAGEMENT TO REDUCE BARRIERS FOR PEOPLE TO GET WHERE THEY WANT AND NEED TO GO.
UNITED WAY COLLECTS DONOR DOLLARS TO INVEST FOR IMPACT IN PROGRAMS PROVIDING EDUCATION, INCOME, HEALTH AND TRANSPORTATION PROGRAMS SERVING TWO OUT OF THREE PEOPLE IN JACKSON COUNTY. THIS FISCAL YEAR, UNITED WAY FUNDED 34 PROGRAMS, INCLUDING EVERYTHING FROM EARLY CHILDHOOD PROGRAMS TO SENIOR MEALS AND MUCH OF LIFE THAT FALLS IN BETWEEN. DONOR DOLLARS CAN BE DESIGNATED TO A SPECIFIC 501(C)(3) AND UNITED WAY HONORS DONOR CHOICE. FEES ARE WITHHELD FOR FUNDRAISING, ADMINISTRATION AND PLEDGE LOSS. THE ALLOCATIONS PROCESS IS MANAGED BY VOLUNTEERS WHO RECEIVE TRAINING, REVIEW APPLICATIONS, CONDUCT SITE VISITS AND SCORE/EVALUATE EACH APPLICATION AND VISIT. VOLUNTEERS MAKE RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS WHO HAVE FINAL APPROVAL OF ALL ALLOCATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dee Anne Everson Ceo/executive Director | Officer | 40 | $161,923 |
Anna Barnsley Werblow CFO | Officer | 40 | $43,078 |
Becky Snyder President | OfficerTrustee | 2 | $0 |
Andy Farber First Vice President | OfficerTrustee | 2 | $0 |
Dr Bret Champion Second Vice President | OfficerTrustee | 2 | $0 |
Jason Lukaszewicz Treasurer | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $1,815,182 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $110,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,784 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,928,966 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $122,766 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,051,732 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $218,712 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $223,393 |
| Compensation of current officers, directors, key employees. | $40,474 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $338,377 |
| Pension plan accruals and contributions | $9,888 |
| Other employee benefits | $83,809 |
| Payroll taxes | $53,034 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $35,213 |
| Advertising and promotion | $7,511 |
| Office expenses | $55,362 |
| Information technology | $10,417 |
| Royalties | $0 |
| Occupancy | $12,582 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $45,124 |
| Interest | $0 |
| Payments to affiliates | $26,816 |
| Depreciation, depletion, and amortization | $35,361 |
| Insurance | $9,786 |
| All other expenses | $0 |
| Total functional expenses | $2,089,158 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $820,112 |
| Savings and temporary cash investments | $417,353 |
| Pledges and grants receivable | $174,350 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,881 |
| Net Land, buildings, and equipment | $845,947 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $510,676 |
| Total assets | $2,771,319 |
| Accounts payable and accrued expenses | $40,046 |
| Grants payable | $15,574 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $55,620 |
| Net assets without donor restrictions | $1,613,470 |
| Net assets with donor restrictions | $1,102,229 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,771,319 |
Grants Awarded
Over the last fiscal year, United Way Of Jackson County Inc has awarded $191,372 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
ADDICTIONS RECOVERY CENTER PURPOSE: CONTINGENCY MANAGEMENT | $12,000 |
ASHLAND YMCA PURPOSE: SCHOLARSHIPS FOR KIDS | $7,000 |
CENTER FOR NONPROFIT LEGAL SERVICES PURPOSE: PATHWAYS TO INCOME STABILIZATION | $9,500 |
COMMUNITY VOLUNTEER NETWORK PURPOSE: FOSTER GRANDPARENTS AND CALL-A-RIDE | $18,000 |
COMPASS HOUSE PURPOSE: EMPLOYMENT AND EDUCATION | $5,071 |
COMMUNITY WORKS PURPOSE: SEXUAL ASSAULT SERVICES AND DUNN HOUSE SHELTER | $13,160 |